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Financial services administrator

Belfast
Financial services administrator
€30,000 a year
Posted: 11h ago
Offer description

Why Apply for This Role? FT Adviser Top 100 Firm Chartered Firm status from the CII Competitive salary (£28,000£32,000 DOE) Hybrid working (3 days in Belfast office, 2 days from home) Excellent benefits including private medical insurance, income protection, and 5% pension contribution Opportunity to develop within a long-established and respected financial advisory firm The Opportunity An excellent opportunity has arisen for an experienced Financial Services Administrator to join a highly professional and collaborative team within a leading independent financial advice firm. This role is ideal for someone who thrives in a busy IFA environment, values precision, and enjoys supporting clients and advisers alike. Key Responsibilities Support financial advisers, paraplanners, and the wider team in delivering excellent client outcomes. Communicate with clients to request information and provide timely updates. Accurately process new business and client servicing transactions using internal systems. Prepare annual review packs and manage ongoing service requests. Maintain accurate client records using Intelligent Office and provider platforms. Liaise with providers to ensure efficient service delivery. Contribute to team meetings and process improvement initiatives. Ensure all work complies with FCA regulations and internal quality standards. What Were Looking For Proven experience supporting financial advisers in an IFA environment (essential). Experience working with high-net-worth clients. Knowledge of financial products including pensions, GIAs, ISAs, bonds, and protection. Excellent attention to detail, organisational skills, and accuracy. Strong communication and relationship-building abilities. Ability to manage workload independently and meet deadlines. Proficiency in Microsoft Office and familiarity with Intelligent Office (desirable). A proactive, team-oriented mindset and eagerness to learn. Whats on Offer Salary: £28,000£32,000 (depending on experience) Hybrid working: 3 days in Belfast office, 2 days from home 25 days annual leave plus statutory holidays 5% pension contribution 4x death-in-service cover Private medical insurance Income protection Free on-site parking Ongoing training and professional development For more information on this opportunity or to discuss your next career move in confidence, contact Ollie Mairs at HireIQ. Benefits: Work From Home

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