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.
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.
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.
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Managing client communications via phone, email and post.
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Preparing documentation and review packs for client meetings.
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Obtaining quotations, valuations and illustrations from providers.
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Processing new business applications and monitoring cases through to completion.
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Maintaining accurate client records and CRM systems.
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Liaising with providers, platforms and third parties.
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Supporting the production of suitability reports and client recommendations.
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Managing ongoing servicing requirements and client reviews.
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Assisting with pension, investment and wealth management administration.
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Ensuring compliance and regulatory standards are maintained.
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Previous experience within a Financial Services Administration role.
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Strong understanding of pensions, investments and wealth management products.
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Experience supporting Financial Advisers or Wealth Managers.
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Excellent organisational and communication skills.
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Strong attention to detail and ability to manage multiple priorities.
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Experience using provider platforms and CRM systems.
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Knowledge of the financial advice process.
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Competitive salary dependent on experience.
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Excellent long-term career prospects.
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Supportive and collaborative working environment.
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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 [email protected].
