Financial Services Administrator

2 weeks ago

Belfast, United Kingdom Service Care Solutions Full time £28,000 - £32,000 per year

Financial Services Administrator

Location: Belfast

Contract: Permanent

Rate: £28,000 - £32,000 per annum (DOE)

Start Date: Flexible

Contact:

*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
Financial Services Administrator
, based in Belfast.

Recognised as an FT Adviser Top 100 Firm and holding Chartered Firm status, this organisation prides itself on professionalism, integrity, and delivering excellent client outcomes. Due to continued growth, they are seeking a detail-oriented and proactive administrator to join their collaborative team and provide high-quality support to advisers and paraplanners.

Your role will be essential in ensuring smooth client service delivery, accurate processing of financial transactions, and maintaining robust administrative standards.

Key Responsibilities

  • Support advisers, paraplanners, and wider colleagues to deliver excellent client outcomes.
  • Communicate with clients to request information, provide updates, and maintain strong relationships.
  • Accurately process new business and client servicing transactions using provider systems.
  • Prepare annual review packs and manage ongoing service requests.
  • Maintain accurate and compliant client records using Intelligent Office and provider platforms.
  • Liaise with providers to ensure efficient and timely processing.
  • Contribute to internal team meetings and continuous improvement initiatives.
  • Ensure full compliance with FCA requirements and internal quality standards.

Candidate Criteria

  • Proven experience in an administrative role within an IFA or wealth management environment.
  • Strong knowledge of financial products including pensions, GIAs, ISAs, bonds, and protection.
  • Excellent attention to detail with strong organisational skills.
  • High accuracy in both literacy and numeracy.
  • Strong communication and relationship-building abilities.
  • Ability to manage workloads independently and meet deadlines.
  • Proficiency in Microsoft Office and provider platforms.

Benefits

  • 25 days annual leave + statutory holidays
  • Hybrid Working – 2 days from home
  • 5% employer pension contribution
  • 4x death-in-service benefit
  • Private medical insurance
  • Income protection
  • Free on-site parking
  • Ongoing training and professional development

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email

Service Care Solutions also offers a £250 referral bonus So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

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