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Financial services administrator - belfast

Belfast
Staffline Recruitment (NI) Ltd.
Financial services administrator
Posted: 5 June
Offer description

Financial Services Administrator - Belfast Join a respected boutique IFA firm, directly authorised by the FCA and with a legacy dating back to 1998. Based in Belfast, this firm is known for its personal approach, strong ethics, and long-standing client relationships. The Role As a Financial Services Administrator, you'll play a key role in delivering exceptional client service and supporting financial advisers with client reviews, communications, and documentation. What You'll Be Doing: Managing and executing the client review process from start to finish Liaising with clients to gather information and schedule meetings Preparing review packs and valuations for adviser meetings Processing response forms and ensuring advisers are briefed and prepared Maintaining accurate and up-to-date client records Assisting with data cleansing, cash audits, and other centralised support tasks Adhering to compliance processes and FCA requirements What We're Looking For 1+ year experience in an IFA or Wealth Management environment Strong knowledge of financial planning products and services Familiarity with FCA rules and compliance processes Exceptional organisational skills and attention to detail A proactive, client-first attitude with a collaborative mindset Why Join? Be part of a tight-knit, experienced team where your input matters Enjoy the stability and heritage of a business with decades of success Work in a supportive, professional environment that values personal growth Excellent benefits and competitive salary DOE Apply now and become a key part of a firm where client care and ethical advice are at the heart of everything they do. Reach out to for more information! Skills: IFA Wealth Management FCA regulations Admin

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