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, you'll 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:Full-time, on-site role based in BelfastSupportive and professional financial planning environmentOpportunity 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

Created: 2025-09-06