Financial Services Administrator

We are hiring for an established and respected financial services firm in Newry, who are seeking a highly organised and proactive Financial Services Administrator to provide essential support to the financial advisers and support team. This is an excellent opportunity for someone who thrives in a client-focused environment and enjoys working in a busy, varied role within the financial planning industry.

Top 3 Things to Know About this Job:

1. Supportive role in a dynamic financial services firm
2. £27,000 - £30,000 + flexible working hours
3. Competitive salary, training opportunities, and career development

The Role

• Provide administrative support to the Financial Advisers and support team
• Assist with client enquiries and build lasting relationships to enhance the service
• Process new business applications for pensions, investments, life insurance, and mortgages
• Assist with the annual renewal of corporate protection and group pension schemes
• Ensure compliance paperwork is complete and accurate
• Manage new business cycle, liaise with product providers and clients to ensure completion
• Maintain accurate client records
• Prepare documentation for client appointments and meetings
• Support client reviews, updating files and arranging meetings for advisers

The Person – What We’re Looking For

• Previous experience in a financial services administration role is desirable, or 5 years in banking/financial services 
• Strong organisational skills, with excellent attention to detail
• Excellent communication skills both with clients and internal teams
• Knowledge of pensions, investments, life insurance, and mortgages is a bonus
• Proficiency in Microsoft Office, especially Word and Excel
• Ability to manage multiple priorities in a fast-paced environment
• Confidentiality and compliance focused, with a proactive attitude
• Willingness to learn and develop new skills in the financial services sector

The Reward – What’s in it for You?

• Permanent, full-time position with a reputable financial services firm
• Competitive salary (based on experience)
• Opportunity to learn and grow within a leading firm in the financial services sector
• Training and development opportunities to expand knowledge in financial planning
• Collaborative, supportive work environment

Next Steps – Why Hunter Savage

Hunter Savage partners with top financial services firms to bring you the best career opportunities. For more information or to apply for this Financial Services Administrator role, contact Nuala McClinton for a confidential discussion. Visit our website for more financial services roles.