Administrator Financial Services

Job Description

We are hiring for our client a well-established professional services firm based in Belfast who are seeking a Trainee Financial Services Administrator to provide support to the wider team whilst developing their own career pathway within the firm. This is a fantastic opportunity to join a supportive and well-respected office environment with opportunity and scope to develop internally.

This role will provide essential administrative support to financial advisors paraplanners and other colleagues as they work with clients. The successful Administrator will play a key role in preparing client review reports ensuring compliance with regulations and maintaining strong client relationships.

This is an excellent opportunity for someone with strong administrative skills and attention to detail who wants to work in a fast-paced client-focused environment.

Top 3 Things to Know About this Job:

1. Professional client-facing role in a highly reputable firm
2. Long standing team who value development internally
3. Hybrid working 3 days in office

The Role

• Provide administrative support to financial advisors and paraplanners
• Prepare client review reports and financial documentation
• Assist in delivering a high-quality service in line with client subscription levels
• Maintain an accurate and up-to-date client database
• Support client relationship management and communication
• Prepare client-related materials presentations and review reports
• Contribute to compliance with regulatory bodies such as the FCA
• Manage ad hoc queries from clients and internal teams
• Proactively manage time and workload to meet deadlines
• Actively seek ways to improve processes and efficiency

The Person

• At least 1 years administrative experience ideally within a professional services environment
• Strong desire to build a career within financial services
• Excellent organisational and communication skills
• Proficiency in MS Office (Excel Word Outlook)
• Ability to work in a client-focused environment with attention to detail
• Understanding of regulatory requirements (FCA experience a bonus)
• Strong problem-solving skills and proactive approach
• Ability to prioritise and work under pressure
• Willingness to develop skills and knowledge in the financial sector

The Reward Whats in it for You

• Permanent full-time role in a respected Belfast-based firm
• Competitive salary depending on experience
• Varied workload combining client interaction and admin
• Positive professional and structured working environment
• Opportunity to join a stable and values-led team

Next Steps Why Hunter Savage

Hunter Savage is a specialist recruitment consultancy working with professional services firms across Northern Ireland. For more information or to apply for this job contact Nuala McClinton today. Visit our website for more roles in Office Support and Professional Services.