Financial Services Administrator

We are hiring for a well-established IFA firm, seeking a skilled Financial Services Administrator to join their collaborative team, supporting financial advisers and clients while ensuring exceptional service delivery.

Top 3 Things to Know About this Job:

1. Hybrid working model, 3 days in the office, 2 days from home
2. Competitive base salary depending on experience + bonus 
3. Free parking in Belfast 

The Role:

• Support financial advisers and paraplanners with client servicing and administration
• Communicate with clients to request information and provide updates on services
• Process new business and client servicing transactions via provider systems
• Prepare annual review packs and manage ongoing service requests
• Maintain accurate client records using Intelligent Office and provider platforms
• Liaise with providers to ensure smooth service delivery
• Contribute to team meetings and participate in continuous improvement initiatives
• Ensure compliance with FCA regulations and firm quality standards

The Person – What We’re Looking For

• Proven experience supporting financial advisers in an IFA environment
• Familiarity with Intelligent Office (desirable)
• Strong knowledge of financial products: pensions, ISAs, bonds, protection, GIAs, etc.
• Excellent attention to detail and organisational skills
• Strong communication and relationship-building abilities
• High level of accuracy in literacy and numeracy
• Ability to manage workload independently and meet deadlines
• Proficiency in Microsoft Office and provider platforms
• A proactive, team-oriented mindset with a willingness to learn

The Reward – What’s in it for You?

• Competitive salary + fantastic bonus 
• Hybrid working model – 3 days in the office, 2 days from home
• Free parking in Belfast 
• 25 days annual leave plus statutory holidays (+ some extra days!) 
• 5% pension contribution, 4x death-in-service cover, and private medical insurance
• Income protection and ongoing training/development opportunities
• Supportive and collaborative team culture
• Fully funded exams / further qualifications 

Next Steps – Why Hunter Savage

Hunter Savage partners with leading financial services firms to bring top talent into business support roles. For more information or to apply for this Financial Services Administrator role, contact Nuala McClinton today.