IFA Administrator

Client Administrator - Financial Planning
Belfast Full-time Competitive salary

Honeycomb is delighted to be partnering with an established wealth management firm to recruit a Client Administrator for its Belfast Financial Planning team.

This is an excellent opportunity for an experienced IFA Administrator to join a supportive business offering structured training, professional development and support with further qualifications.

The Role

You will provide comprehensive administrative support to Financial Planners, helping deliver an excellent client experience and ensuring client cases progress accurately and efficiently.

Key responsibilities include:

• Supporting Financial Planners throughout the end-to-end advice and administration process.

• Building relationships with clients, including high-net-worth individuals, and responding to enquiries.

• Preparing client meeting packs, valuations and supporting documentation.

• Liaising with providers and internal teams to progress applications, transfers and outstanding requirements.

• Maintaining accurate client records and back-office systems in line with company policies.

• Supporting administration across pensions, ISAs, GIAs, and onshore and offshore bonds.

The Person

To be considered, you will have:

• A minimum of two years' administration experience within an IFA practice.

• Experience supporting Financial Advisers throughout the advice