Financial Services Administrator

Honeycomb is partnering with a Wealth Management company based in Lisburn to recruit for a Financial Services Administrator. The role is full time and permanent. The Client An established and growing Wealth Management practice based in Lisburn who provide their clients with advice on Pensions, investments and protection products.

The Role The Financial Services Administrator will provide efficient and accurate administrative support in the processing of new business applications across pensions, investments, and protection products. The role ensures all documentation and applications are submitted correctly and promptly to providers, supporting the advice process and maintaining exceptional client service standards. Duties include New Business Processing Accurately process new business applications (pensions, investments, protection) using provider platforms and systems.

Liaise with product providers to ensure timely submission and progress tracking of applications. Monitor pipeline business and follow up to ensure timely completion and issue of policies. Scan, upload, and file all documents in line with internal procedures and regulatory compliance. Client & Adviser Support Work closely with financial advisers and paraplanners to ensure all required documentation is in place.

Communicate effectively with clients to request outstanding information or provide updates as needed. Prepare and issue welcome packs or confirmation letters for new clients/policies. Data Management & Compliance Maintain accurate client records in CRM/back-office system (Intelligent Office). Ensure all processes are compliant with FCA regulations and internal quality standards. Assist in keeping due diligence records and provider information up to date.

Team Support Provide general administrative support including scanning, post, data entry, and answering phones. Participate in team meetings and contribute to improving processes and efficiency. Desired Criteria Experience in a similar administrative role within an IFA, wealth management, or financial services firm. Understanding of financial products including pensions, ISAs, bonds, and protection. Excellent organisational skills with attention to detail. Confident in using provider platforms and back-office systems.

Clear and professional communication skills, both written and verbal. Proficient with Microsoft Office (Word, Excel, Outlook). Package Salary £28-33K depending on skills and experience Pension contribution Opportunity to progress Annual Leave Free onsite parking To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Alex Deery for further information. If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.

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Skills:

financial services administrator financial services admin FS Admin