Financial Services Administrator
2 weeks ago
Overview 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 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 Belfast Supportive and professional financial planning environment Opportunity to build experience in regulated financial services Rewards Competitive salary depending on experience Opportunity to develop within financial services and work towards industry qualifications Supportive team culture and structured working environment Exposure to a wide range of financial planning services Convenient city-centre office location The Role Provide day-to-day administrative support to the financial planning team Manage and update client records and financial documentation Prepare reports, valuation summaries, and meeting packs for client reviews Process new business applications, withdrawals, and other transactions Liaise with providers to follow up on policy information and progress updates Monitor client pipelines and support the implementation of advice recommendations Ensure compliance and documentation standards are met across all files Respond to client enquiries by phone, email, and in person with a professional and friendly approach Support internal projects and process improvements as required The Person Previous experience in an administrative role within a financial services or regulated environment preferred Strong attention to detail and a high level of accuracy Excellent communication skills — both written and verbal Highly organised and confident managing workloads and deadlines Proficient in Microsoft Office and comfortable working with client databases or CRM systems Team player with a positive, can-do attitude Willingness to learn and develop in a fast-paced professional setting #J-18808-Ljbffr
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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 Services Administrator
9 hours ago
Belfast, United Kingdom Hunter Savage Full timeWe are hiring for our client, a well-established Independent Financial Adviser firm in East Belfast, who are seeking an experienced Financial Services Administrator to join their team. This is an exciting opportunity to work in a dynamic financial services environment, with competitive pay, bonus potential, and the benefit of free on-site parking. Top 3...
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Financial Services Administrator
1 week ago
Belfast, United Kingdom JohnstonGreer Full timeFinancial Services Administrator £24,000 to £28,000 plus benefits Administrator required by this top-quality firm of Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in IFA administration the firm will look to move you into paraplanning if that is your goal or you canfocus on remaining a professional...
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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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Financial Services Administrator
2 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...
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Financial Services Administrator
3 days ago
Belfast, United Kingdom Brook Street Full timeBrook 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...
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Financial Services Administrator
5 days ago
Belfast, United Kingdom Service Care Solutions Full timeFinancial Services Administrator Location: Belfast Contract: Permanent Rate: £28,000 - £32,000 per annum (DOE) Start Date: Flexible Contact: (url removed) *Hybrid Working* Job Description Service Care Solutions are delighted to be recruiting on behalf of a highly reputable and long-established independent financial advice firm for an experienced...
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Financial Services Administrator
1 week 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...
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Financial Services Administrator
7 days ago
Belfast, United Kingdom Service Care Solutions Full timeFinancial Services Administrator Location: Belfast Contract: Permanent Rate: £28,000 - £32,000 per annum (DOE) Start Date: Flexible Hybrid Working: 2 days from home Service Care Solutions is delighted to be recruiting on behalf of a highly reputable and long‑established independent financial advice firm for an experienced Financial Services...
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Financial Services Administrator
2 weeks ago
Belfast, United Kingdom JohnstonGreer Full timeFinancial Services Administrator £20,000 to £24,000 plus benefits Administrator required by this regional Wealth Manager that provides financial planning to HNW clients across investments, taxation and pensions. Connected to a professional practice the IFA arm continues to grow and now seeks an additional team member tosupport the Financial Planners. As...
