Business Administrator

Honeycomb is delighted to be partnering with an independently owned Wealth Management firm to recruit for a Junior Administrator to join their close-knit team based in Belfast. The role is full time, permanent and fully office based.

Client

Our client is a well-established independently owned Wealth Management firm with an excellent reputation for delivering a highly personal and professional service to their clients. Specialising in pensions, investments, inheritance tax planning and mortgages, they pride themselves on building long-term relationships and offering a warm, supportive and client-focused environment.

This is an excellent opportunity for someone looking to build a long-term career within financial services and administration while working closely with experienced Financial Advisors in a friendly and collaborative office.

Responsibilities

• Managing incoming and outgoing post
• Scanning, filing and organising client documentation
• Taking audio dictation and preparing typed documents and correspondence
• Answering incoming telephone calls and assisting clients professionally and warmly
• Supporting Advisors with administration relating to pensions, investments, inheritance tax planning and mortgages
• Assisting with mortgage quotations and documentation preparation
• Preparing client review packs, valuations and supporting documentation
• Updating and maintaining accurate client records and files
• Scheduling appointments and assisting with diary coordination
• Providing general office and administrative support across the business
• Supporting a professional and welcoming office environment for clients and visitors

Requirements

• Previous administration experience is desirable but not essential
• Strong typing and organisational skills
• Confident communication skills, both written and verbal
• Friendly, approachable and professional manner with clients and colleagues
• Comfortable handling telephone calls and client interaction
• Good attention to detail and ability to manage multiple tasks
• Strong IT skills and willingness to learn new systems
• A positive attitude and willingness to support the wider team

Benefits

• Competitive salary dependent on experience
• Full time permanent position
• Monday to Friday, 9am - 5pm
• One hour lunch break daily
• Supportive and friendly office environment
• Opportunity to develop a long-term career within Wealth Management and Financial Services

Equal Opportunity

Honeycomb is committed to providing equality of opportunity to all.