Financial Services Administrator

Service Care Solutions; Belfast; Hybrid; GBP 28,000 - 32,000; Full time

Job summary

A reputable financial advisory firm based in Belfast is seeking an experienced Financial Services Administrator. This role includes supporting advisers and ensuring efficient client interactions while processing financial transactions accurately. The ideal candidate should have a solid background in financial products, strong organisational skills, and the ability to work independently. Benefits include a competitive salary, hybrid working model, and comprehensive training opportunities.

Benefits

25 days annual leave + statutory holidays

5% employer pension contribution

Private medical insurance

Free on-site parking

Qualifications

• Proven experience in an administrative role within an IFA or wealth management environment.
• Strong knowledge of financial products including pensions, GIAs, ISAs, bonds, and protection.
• Ability to manage workloads independently and meet deadlines.

Responsibilities

• Support advisers, paraplanners, and wider colleagues to deliver excellent client outcomes.
• Communicate with clients to request information, provide updates, and maintain strong relationships.
• Accurately process new business and client servicing transactions.

Skills

Attention to detail

Organisational skills

Communication abilities

Numeracy

Tools

Microsoft Office

Intelligent Office

Job description

Financial Services Administrator

Location: Belfast

Contract: Permanent

Rate: £28,000 - £32,000 per annum (DOE)

Start Date: Flexible

Hybrid Working: 2 days from home

Service Care Solutions is delighted to be recruiting on behalf of a highly reputable and long‑established independent financial advice firm for an experienced Financial Services Administrator, based in Belfast.

Recognised as an FT Adviser Top 100 Firm and holding Chartered Firm status, this organisation prides itself on professionalism, integrity, and delivering excellent client outcomes. Due to continued growth, they are seeking a detail‑oriented and proactive administrator to join their collaborative team and provide high‑quality support to advisers and paraplanners.

Your role will be essential in ensuring smooth client service delivery, accurate processing of financial transactions, and maintaining robust administrative standards.

Key Responsibilities

• Support advisers, paraplanners, and wider colleagues to deliver excellent client outcomes.
• Communicate with clients to request information, provide updates, and maintain strong relationships.
• Accurately process new business and client servicing transactions using provider systems.
• Prepare annual review packs and manage ongoing service requests.
• Maintain accurate and compliant client records using Intelligent Office and provider platforms.
• Liaise with providers to ensure efficient and timely processing.
• Contribute to internal team meetings and continuous improvement initiatives.
• Ensure full compliance with FCA requirements and internal quality standards.

Candidate Criteria

• Proven experience in an administrative role within an IFA or wealth management environment.
• Strong knowledge of financial products including pensions, GIAs, ISAs, bonds, and protection.
• Excellent attention to detail with strong organisational skills.
• High accuracy in both literacy and numeracy.
• Strong communication and relationship‑building abilities.
• Ability to manage workloads independently and meet deadlines.
• Proficiency in Microsoft Office and provider platforms.

Benefits

• 25 days annual leave + statutory holidays
• Hybrid Working – 2 days from home
• 5% employer pension contribution
• 4x death‑in‑service benefit
• Private medical insuranceIncome protection
• Free on‑site parking
• Ongoing training and professional development
• £250 referral bonus for successful referrals after probation period

To apply or refer candidates, contact Greg at Service Care Solutions. Phone and email details were removed for privacy.