Financial Planning Administrator
5 days ago
Financial Planning Administrator – Financial Services Location : Belfast (Hybrid Working Available) Salary : Competitive, dependent on experience - to around £32,000 plus bonus and benefits Job Type : Full-time, Permanent A highly respected and growing, National wealth and investment management firm in Belfast is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele. About the Role : As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant. Key Responsibilities : Provide administrative support to Financial Planners Maintain accurate client records and update internal systems Liaise with clients and third-party providers to gather and process information Prepare valuations, meeting packs, and documentation Assist with new business onboarding, including AML and acco... #J-18808-Ljbffr
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Belfast BT, United Kingdom Newbridge Financial Planning Full time £25,000 - £35,000 per yearWe are seeking either:an established Financial Services Administrator (pensions and investments)ORa highly skilled administrator, for whom we will provide support and training, to achieve the requirements, for this essential role.EXPERIENCED FSA REQUIREMENTS:Essential - minimum of two years' experience, working for an IFA (specifically, pensions and...
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Belfast, United Kingdom Newbridge Financial Planning Ltd Full time £30,000 - £35,000 per yearWe are seeking either:an established Financial Services Administrator (pensions and investments)ORa highly skilled administrator, for whom we will provide support and training, to achieve the requirements, for this essential role.EXPERIENCED FSA REQUIREMENTS:Essential -minimum of two years' experience, working for an IFA (specifically, pensions and...
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Financial Planning Administrator
3 weeks ago
Belfast, United Kingdom mbf. Full timeFinancial Planning Administrator – Financial ServicesLocation: Belfast (Hybrid Working Available)Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefitsJob Type: Full-time, PermanentA highly respected and growing, National wealth and investment management firm in Belfast is seeking a skilled Financial Planning...
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Financial Planning Administrator
3 days 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...
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Paraplanner
1 week ago
Belfast Metropolitan Area, United Kingdom Dowling Financial Planning Full time £25,000 - £40,000 per yearThe Paraplanner will provide high-quality technical and administrative support to the financial planners and clients.Duties will include but are not limited to:Preparing detailed, accurate and compliant suitability reports across all advice areas.Conducting research and analysis on products and funds to support client recommendations.Preparing documentation...
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Financial Services Administrator
2 weeks ago
Belfast, United Kingdom Hunter Savage Full timeOverview Job Title: Financial Services Administrator 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...
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Financial Administrator
2 weeks ago
Belfast, United Kingdom VANRATH Full timeWe 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...
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Financial Services Administrator
2 weeks ago
Belfast, United Kingdom Brook Street Full timeBrook Street Recruitment are delighted to be recruiting on behalf of our East Belfast client who are a leading firm of Independent Financial Advisers and Wealth Managers Due to ongoing growth and expansion they are seeking to recruit an Administrator in the Belfast office. They are looking for an ambitious individual who will grow with the business. **Job...
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Ifa Administrator
2 weeks ago
Belfast, United Kingdom Robinson Financial Careers Full timeA rare opportunity has been created for an administrator to join a national financial advisory firm at their Belfast location. The purpose of the role is to work closely with and provide support for financial planning consultants by way of research, annual reviews and reports. Experience of working in financial services is preferred, but administrators...
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Financial Services Administrator
3 weeks ago
Belfast, United Kingdom Brook Street Full timeBrook Street (UK) Ltd is pleased to be recruiting on behalf of a well-established and growing financial planning and investment firm for the position of Financial Services Administrator, based in their Belfast office. This is a specialist role providing key administrative support to Financial Advisers and the wider team, and it requires previous experience...