Financial Services Admin & Client Support

Lync Wealth Management; Belfast City District; On-site; GBP 24,000 - 32,000; Full time

Job summary

Lync Wealth Management is seeking an experienced Financial Services Administrator to join our support team. You will handle pre- and post-sales tasks, process client documentation accurately, and ensure timely completion within compliance guidelines.

You’ll bridge advisers, providers and clients to keep the advisory journey smooth and empowering. This role suits someone who enjoys being organised, values client relationships, and wants growth within an inclusive team that supports professional

Qualifications

• Strong Microsoft Office skills – Word, Excel & PowerPoint.
• Excellent communication skills, both written and verbal.
• A good level of industry experience in Financial Services.

Responsibilities

• Prepare correspondence including letters and emails to clients.
• Obtain accurate policy information and data for client meetings.
• Prepare simple review letters, advice reports and calculations for approval by the Financial Adviser.

Skills

MS Office

Communication skills

Financial services experience

Intelligent Office

Education

Financial services industry experience

Tools

Intelligent Office

Job description

Lync Wealth Management is seeking an experienced Financial Services Administrator to join our support team. You will handle pre- and post-sales tasks, process client documentation accurately, and ensure timely completion within compliance guidelines.

You’ll bridge advisers, providers and clients to keep the advisory journey smooth and empowering. This role suits someone who enjoys being organised, values client relationships, and wants growth within an inclusive team that supports professional