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Financial services administrator

Belfast
Hunter Savage
Financial services administrator
€26,000 a year
Posted: 1 June
Offer 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 servicesThe Rewards:Competitive salary depending on experienceOpportunity to develop within financial services and work towards industry qualificationsSupportive team culture and structured working environmentExposure to a wide range of financial planning servicesConvenient city-centre office locationThe Role:Provide day-to-day administrative support to the financial planning teamManage and update client records and financial documentationPrepare reports, valuation summaries, and meeting packs for client reviewsProcess new business applications, withdrawals, and other transactionsLiaise with providers to follow up on policy information and progress updatesMonitor client pipelines and support the implementation of advice recommendationsEnsure compliance and documentation standards are met across all filesRespond to client enquiries by phone, email, and in person with a professional and friendly approachSupport internal projects and process improvements as requiredThe Person:Previous experience in an administrative role within a financial services or regulated environment preferredStrong attention to detail and a high level of accuracyExcellent communication skills - both written and verbalHighly organised and confident managing workloads and deadlinesProficient in Microsoft Office and comfortable working with client databases or CRM systemsTeam player with a positive, can-do attitudeWillingness to learn and develop in a fast-paced professional settingNext Steps For further information and to apply for this role, please contact Nuala McClinton at Hunter Savage.Why Hunter Savage Hunter Savage is a specialist recruitment consultancy with deep expertise across Business Support and Financial Services sectors. We provide expert, confidential advice and support professionals in securing opportunities where they can develop and thrive.Skills:financial services administrator team coordinator team administratorWHJS1_NI

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