Senior Financial Services Administrator

Senior Financial Services Administrator Honeycomb is delighted to be partnering with a well-established Financial Planning practice to recruit a Senior Financial Services Administrator to join their growing team. This is an excellent opportunity for an experienced Financial Services professional who is looking to join a highly regarded practice and play a key role in supporting Advisers and clients throughout the financial planning journey.

The Client Our client is a respected and long-standing Financial Planning business with a strong reputation for delivering tailored advice across pensions, investments and wealth management. They pride themselves on building lasting client relationships and providing a high-quality service at every stage of the advice process.

The Role Working closely with Advisers, you will support the end-to-end client journey, ensuring cases are processed efficiently, client records are maintained accurately and service standards are consistently exceeded.

Key Responsibilities Managing client communications via phone, email and post. Preparing documentation and review packs for client meetings. Obtaining quotations, valuations and illustrations from providers. Processing new business applications and monitoring cases through to completion. Maintaining accurate client records and CRM systems. Liaising with providers, platforms and third parties. Supporting the production of suitability reports and client recommendations. Managing ongoing servicing requirements and client reviews.

Assisting with pension, investment and wealth management administration. Ensuring compliance and regulatory standards are maintained.

Essential Criteria Previous experience within a Financial Services Administration role. Strong understanding of pensions, investments and wealth management products. Experience supporting Financial Advisers or Wealth Managers. Excellent organisational and communication skills. Strong attention to detail and ability to manage multiple priorities. Experience using provider platforms and CRM systems. Knowledge of the financial advice process. The Package Competitive salary dependent on experience.

Excellent long-term career prospects. Supportive and collaborative working environment. Opportunity to work with a highly respected financial planning practice. To speak in absolute confidence about this opportunity, please send an up-to-date CV to .

Skills:

Paraplanner/Administrator/Pensions and Investments