Financial Services Administrator

We 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 Things to Know About this Job:

1. Up to £30,000 salary, plus bonus potential
2. East Belfast location with free parking
3. Must have experience in banking, financial services administration, or mortgages/pensions administration

The Role:

• Provide administrative support to financial advisers and paraplanners in day-to-day tasks
• Assist with client onboarding, document preparation, and product applications
• Manage and update client records using internal systems and CRM software
• Process and track new business applications for pensions, investments, mortgages, and life insurance
• Prepare client reports, investment valuations, and other financial documents as required
• Handle client inquiries and provide updates on the status of their applications or financial matters
• Assist with accounting and billing for clients, including fee statements and payment processing
• Liaise with product providers, insurers, and clients to ensure seamless service delivery
• Ensure compliance with FCA regulations and company policies
• Provide general administrative support, including managing diaries and handling incoming communications

The Person – What We’re Looking For

• Previous experience in banking, financial services administration, mortgage administration, or pensions administration is required 
• Strong organisational skills with the ability to manage multiple tasks efficiently
• Excellent communication skills both written and verbal
• IT proficient with experience using CRM software, Microsoft Office (Word, Excel, Outlook)
• Ability to multi-task and prioritise workloads in a fast-paced environment
• Strong attention to detail and accuracy in all aspects of work
• Previous experience in an IFA environment is desirable but not essential, an understanding of IFAs is required 
• Friendly, professional, and client-focused with excellent interpersonal skills

The Reward – What’s in it for You?

• Up to £30,000 salary + performance-related bonus
• Free parking
• Professional development opportunities in financial services
• Work in a supportive and dynamic team environment
• Opportunity for hybrid working

Next Steps – Why Hunter Savage

Hunter Savage partners with leading firms across Northern Ireland to help connect financial services professionals with their ideal roles. For more information or to apply for this Financial Services Administrator role, contact Nuala McClinton for a confidential discussion.