Administrator

MAGMAS; Craigavon; On-site; GBP 26,000 - 30,000; Full time

Benefits offered by this job

Discretionary bonus

Pension

Life insurance

Health insurance

Career progression

Job summary

Brian Vallely & Co Investment Management is seeking an administrator to support private clients within Accent Financial Planning Group. The role involves responding to client queries by phone, email and in person, gathering information for the financial planning process, and maintaining client records with supervision from a financial planner.

You will help prepare suitability reports, ensure regulatory compliance, and contribute to a professional, client‑focused service.

Qualifications

• Excellent communication skills and strong personal organisation.
• Experience with financial systems and platforms.
• Customer service skills to maintain a professional, positive attitude and build client relationships.
• IT literate (MS Office Word, Excel, PowerPoint).
• Good team player with knowledge of the advice process and regulatory requirements.

Responsibilities

• Support existing client base and handle client queries.
• Gather client information to support the financial planning process.
• Maintain a client management system.
• Assist in preparing suitability reports with guidance from a financial planner.
• Adhere to compliance procedures and FCA regulatory requirements.

Skills

Communication

Financial systems

Customer service

MS Office

Team player

Regulatory requirements

Industry experience

Educational background

Education

Good educational background

2-5 years experience

Tools

MS Office Word

MS Excel

PowerPoint

Job description

An ambitious and dynamic financial services firm is seeking to hire an administrator to join their growing team.

Working closely with senior leadership to retain an existing client base and help grow the business.

Clients are at the heart of our service, taking a personalised approach to financial planning.

Dealing primarily with private clients, the successful candidate will be expected to support the financial planning process, including dealing with client queries on the phone, email and face-to-face, as well as other administrative tasks, with guidance from a financial planner.

The role

Working closely with the firm's senior leadership and wider team, you will be involved in the following:

Full-time, permanent position.

• Helping to support an existing client base and dealing with client queries.
• Gathering client information to help support the financial planning process.
• Maintaining a client management system.
• Helping to prepare suitability reports with support and guidance from a financial planner.
• Adhering to the firm's compliance procedures and FCA regulatory requirements.

Qualifications & skills

• Excellent communication skills and strong personal organisation.
• Experience with financial systems and platforms.
• Customer service skills to help maintain a professional, positive and friendly attitude with an ability to build strong client relationships.
• IT literate (proficient in MS Office Word, Excel, Powerpoint).
• Good team player.
• Knowledge and experience of the advice process and the related regulatory requirements.
• Ideally with 2-5 years relevant industry experience.
• Whilst experience is preferable, applicants with a good educational background will also be considered.

The benefits

• Salary expectations of £26,000 to £30,000, depending on experience.
• Discretionary bonus scheme based on personal and company performance.
• Generous wider benefits package pension, life assurance, health insurance, other employment benefits.
• The firm is supportive of career progression and professional development, including exams.

Skills

• Office Administration
• E-Mail Management
• Answering Calls
• Data Entry
• Office Duties

Brian Vallely & Co Investment Management is a trading name of Accent Financial Planning Ltd.

Accent Financial Planning Ltd is an Appointed Representative of Best Practice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority (No. 223112).