Financial Services Administrator

Job Title: Financial Services Administrator

Description:
We are hiring for our client a well-established wealth management firm who are seeking to appoint a Financial Services Administrator to join their growing Belfast-based team. This is a fantastic opportunity for a detail-oriented and organised individual to play a vital support role within a busy and professional financial planning environment.

As Financial Services Administrator youll work closely with financial advisers and paraplanners to ensure the smooth and compliant operation of client servicing documentation and day-to-day account management.

Top 3 Things to Know About this Job:

1. Full-time on-site role based in Belfast
2. Supportive and professional financial planning environment
3. Opportunity to build experience in regulated financial services

The Rewards:
Competitive salary depending on experience
Opportunity to develop within financial services and work towards industry qualifications
Supportive team culture and structured working environment
Exposure to a wide range of financial planning services
Convenient city-centre office location

The Role:
Provide day-to-day administrative support to the financial planning team
Manage and update client records and financial documentation
Prepare reports valuation summaries and meeting packs for client reviews
Process new business applications withdrawals and other transactions
Liaise with providers to follow up on policy information and progress updates
Monitor client pipelines and support the implementation of advice recommendations
Ensure compliance and documentation standards are met across all files
Respond to client enquiries by phone email and in person with a professional and friendly approach
Support internal projects and process improvements as required

The Person:
Previous experience in an administrative role within a financial services or regulated environment preferred
Strong attention to detail and a high level of accuracy
Excellent communication skills both written and verbal
Highly organised and confident managing workloads and deadlines
Proficient in Microsoft Office and comfortable working with client databases or CRM systems
Team player with a positive can-do attitude
Willingness to learn and develop in a fast-paced professional setting