Receptionist & Financial Services Administrator

Overview

Receptionist & Financial Services Administrator

Newry

Honeycomb is delighted to be partnering with a well-established, highly reputable financial services firm in Newry to recruit a Receptionist & Financial Services Administrator.

This is a brilliant opportunity for someone who enjoys a client-facing role but also wants exposure to financial services and administration - offering real long-term progression.

The Client

Our client is a long-standing, independent financial advisory firm with a strong reputation for delivering high-quality advice across pensions, investments, mortgages and protection.

They pride themselves on their client-first approach and close-knit team culture, making this a fantastic environment for someone looking to build a career in financial services.

The Role

This is a dual role combining front-of-house reception duties with financial services administration support.

You'll be the first point of contact for clients, while also supporting advisers with the processing and management of client cases.

Key responsibilities include:

• Meeting and greeting clients in a professional and friendly manner
• Managing calls and directing enquiries appropriately
• Booking appointments and managing diaries
• Supporting advisers with new business processing across pensions, investments and mortgages
• Preparing client documentation, valuations and reports
• Managing cases through to completion, liaising with providers and clients
• Maintaining accurate client records and ensuring compliance standards are met

The Person

We're keen to speak with candidates who:

• Have experience in a reception, administration or customer-facing role
• Are highly organised with strong attention to detail
• Have excellent communication skills and a professional manner
• Are confident dealing with clients both face-to-face and over the phone
• Have good IT skills across Microsoft Office
• Have a genuine interest in financial services (desirable but not essential)

The Package

• 21 days holiday + bank holidays
• Additional leave based on service
• Pension scheme
• Private medical insurance
• Income protection
• Death in service benefit
• Health cash plan

This is an excellent opportunity to join a stable, growing business where you can build a long-term career within financial services.

For more information or a confidential chat, contact: