Client Administrator for IFA Team | Hybrid & Growth

Evelyn Partners; Belfast; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Belfast is seeking a Client Administrator to provide essential administrative support to Financial Planners and enhance client experience. This hybrid role offers structured training to foster professional growth. Candidates should have experience in the wealth management sector, excellent communication skills, and knowledge of financial products like ISAs and Pensions. Key responsibilities include processing client applications and maintaining records in line with company policies.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Qualifications

• Proven experience working in the wealth management industry or an IFA.
• Strong ability to provide support to Financial Advisors throughout the end-to-end process.
• Knowledge of financial products such as ISAs, Pensions, GIA, and Offshore bonds.

Responsibilities

• Provide full administrative support to Financial Planners.
• Process new business and complete application forms.
• Maintain client records and back-office systems.

Skills

Wealth management experience

Client relationship skills

Communication skills

Organizational skills

Job description

A leading wealth management firm in Belfast is seeking a Client Administrator to provide essential administrative support to Financial Planners and enhance client experience. This hybrid role offers structured training to foster professional growth. Candidates should have experience in the wealth management sector, excellent communication skills, and knowledge of financial products like ISAs and Pensions. Key responsibilities include processing client applications and maintaining records in line with company policies.