Financial Planning Administrator

1 month ago


Belfast, United Kingdom MB Fitzgerald Full time

**Financial Planning Administrator - Belfast - National Wealth Management Organisation - Exceptional remuneration package**

MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced Financial Planning Administrator for their team in Belfast. The company are a very well known brand with really exciting plans for the future.

The focus on the role will be to support the company's Financial Planners and Paraplanners, working together to ensure that clients receive a first class service.

The role:

- Ensure any business obtained is being processed and submitted compliantly and in a timely manner within defined business processes.
- Prioritise and plan own workload and be proactive.
- Identify areas for improvement to maximise efficiency and effectively maintain an excellent client experience
- Working collaboratively and proactively across the team to support and assist colleagues, maintaining effective relationships.

On offer:

- Salary negotiable, around £23-27K
- **Exceptional package including; 9% Pension, 40 Days Holiday, DIS, PHI, Income Protection**:

- Annual discretionary bonus
- Flexible working - 2 days from home, hybrid working
- There will be plenty of opportunity and support for progression, including exam/ study support.



  • Belfast, United Kingdom JohnstonGreer Full time

    Financial Planning Administrator £22,000 to £26,000 plus benefits Financial Planning Administrator required by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. Career wise you can remain as a professional Administrator forever or move into parplanningafter a couple of years. -...


  • Belfast, United Kingdom MB Fitzgerald Full time

    **Financial Planning Administrator - Belfast - National Wealth Management Organisation - Exceptional remuneration package** MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced Financial Planning Administrator for their team in Belfast. The company are a very well known brand with really exciting...


  • Belfast, United Kingdom CDF Financial Full time

    **Mortgage and Protection Administrator** CDF Financial is a busy Mortgage and Protection Brokerage company based in Belfast. An exciting opportunity has become available for an individual to join the team and provide full administrative support for the Advisers, in the processing and management of mortgage and protection business. We are looking for an...


  • Belfast, United Kingdom MCG Financial Advice Full time

    **The Company**: McG Financial Advice **is currently seeking an Office Administrator to join their well-established team based in Belfast.** You will form part of an upbeat and friendly office with opportunities to learn new skills, which may help you to progress your career in financial services. You will have two main tasks administration and negotiation....


  • Belfast, United Kingdom MCG Financial Advice Full time

    **The Company**: McG Financial Advice **is currently seeking an Office Administrator to join their well-established team based in Belfast.** You will form part of an upbeat and friendly office with opportunities to learn new skills, which may help you to progress your career in financial services. You will have two main tasks administration and negotiation....


  • Belfast, United Kingdom MLR Careers Full time

    **Financial Services Administrator** My client is one of the most highly respected investment-focused Financial Planners in Northern Ireland, enjoying a great reputation for integrity and sound advice for over 30 years. Due to internal promotions and the continuing very strong growth of the firm, they wish to appoint an additional Financial Services...


  • Belfast, United Kingdom CDF Financial Full time

    **Credit Control Administrator ( IVA )** Due to expansion CD Fairfield Capital are now recruiting for a number of advice, customer service and administration roles. This exciting opportunity entails working within the CD Fairfield group of companies and presents an opportunity to join a progressive, fast growing business with opportunities for promotion...


  • Belfast, United Kingdom VANRATH Full time

    We value our employees as much as our clients, and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values. Our city centre location, free access to our onsite gym, and impressive social calendar are just some of...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street (UK) Ltd is delighted to be recruiting for a Financial Services Administrator on behalf of a growing financial planning and investment company in their Belfast Office.For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.This role will consist of several aspects including administration...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street (UK) Ltd is delighted to be recruiting for a Financial Services Administrator on behalf of a growing financial planning and investment company in their Belfast Office.This role will consist of several aspects including administration support to the Financial Advisors within the company and is a great opportunity for the successful candidate to...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street (UK) Ltd is delighted to be recruiting for a Financial Services Administrator on behalf of a growing financial planning and investment company in their Belfast Office.This role will consist of several aspects including administration support to the Financial Advisors within the company and is a great opportunity for the successful candidate to...


  • Belfast, United Kingdom Candidate Source Limited Full time

    We are looking for ambitious and motivated people to join a growing administration team within a key Financial Services client based in the heart of Belfast. As Financial Administrator you will be supporting the administration and management of complaint cases and DSAR (data subject access requests) and ensuring the timely and accurate preparation and...


  • Belfast, United Kingdom Brook Street Full time

    Brook Street Recruitment is delighted to be recruiting for a Financial Services Administrator on behalf of a leading Financial Services firm based in Belfast. This is a full-time and permanent position. Our client is an established Financial Services firm who provide a first-class advice on a range of policies to high net-worth individuals. You will be...


  • Belfast, United Kingdom VANRATH Full time

    VANRATH are delighted to be assisting one of NI's leading Law firms with the recruitment of an **Admin** to join their growing team and well respected team in their **Belfast** office. - This is a Global company who is also a market leader in wealth management and capital markets in Ireland._ This position is a **Permanent **position. The role will be...


  • Belfast, United Kingdom Candidate Source Limited Full time

    We are looking for ambitious and motivated people to join a growing administration team within a key Financial Services client based in the heart of Belfast. As Financial Administrator you will be supporting the administration and management of complaint cases and DSAR (data subject access requests) and ensuring the timely and accurate preparation and...


  • Belfast, United Kingdom Candidate Source Limited Full time

    We are looking for ambitious and motivated people to join a growing administration team within a key Financial Services client based in the heart of Belfast. As Financial Administrator you will be supporting the administration and management of complaint cases and DSAR (data subject access requests) and ensuring the timely and accurate preparation and...


  • Belfast, United Kingdom Brook Street Full time

    Brook Street Recruitment is delighted to be recruiting in behalf of one of Northern Ireland's leading financial advice, wealth management and capital markets firms Key Responsibilities Provide administration and client relationship support to the Wealth Management & Financial Advisory Team Process client instructions in an accurate and timely manner, and in...


  • Belfast, United Kingdom Candidate Source Limited Full time

    We are looking for ambitious and motivated people to join a growing administration team within a key Financial Services client based in the heart of Belfast. As Financial Administrator you will be supporting the administration and management of complaint cases and DSAR (data subject access requests) and ensuring the timely and accurate preparation and...


  • Belfast, United Kingdom Brook Street Full time

    Brook Street (UK) Ltd is delighted to be recruiting for a Financial Services Administrator on behalf of a growing financial planning and investment company in their Belfast Office. Key Duties: - Ensure that all cases are dealt with in a compliant manner and any action taken is fully documented and updated. - Review the status of client business and provide...


  • Belfast, United Kingdom The Curve Group Full time

    **Hub Investment Processor** **Belfast (Hybrid)** **Role Overview** As an Investment Team Processor, you will provide customer service and administrative support to our Introducers, Partners, Financial Advisors and Customers. You will play an essential part in processing policies ensuring the successful outcome for our customers. **Key...