Our client, a highly respected national wealth management firm, is seeking an experienced Client Administrator to join their Belfast-based financial planning team.
The Role
The Client Administrator will join the financial planning team and provide full administrative support to Financial Planners, as well as build relationships with clients to deliver a positive client experience.
Hybrid working
Office-based for first six months, then three days office/ two days home.
Key Responsibilities
* Provide full administrative support to Financial Planners to ensure excellent client outcomes
* Build and maintain strong relationships with clients through regular contact
* Liaise with operational teams on activities such as scripts, transfers, corporate actions and data updates
* Prepare meeting packs, reports and client valuations
* Maintain accurate client records and back-office systems in line with company policies
About You
* Previous experience within financial services (essential)
* Knowledge of financial products such as ISAs, SIPPs, pensions, investments and bonds
* Experience with diary management, client onboarding and supporting clients through processes
* Strong organisational skills with the ability to manage workload effectively
* Excellent communication skills and a client-focused approach
Whats on Offer
* Competitive salary + benefits
* Private medical, pension & life assurance
* Generous holiday + option to buy more
* Hybrid working
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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