Financial Services Administrator

Additional Resources; Belfast; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial advisory firm in Belfast is seeking a Financial Services Administrator to oversee and lead their client support team. This full-time permanent position with a salary range of £30,000 – £40,000 offers numerous benefits, including professional development support and a collaborative working culture. Candidates should have at least 2 years of financial services experience and strong leadership skills.

Benefits

Competitive salary

Generous holiday entitlement

Professional development support

Company pension

Wellbeing initiatives

Additional leave

Qualifications

• 2+ years of experience in financial services.
• Strong background in financial services administration.
• Proven ability to manage multiple priorities effectively.

Responsibilities

• Lead and mentor the client support team.
• Manage complex client administration tasks.
• Ensure compliance and quality standards are met.

Skills

Leadership

Attention to detail

Organisational skills

Communication

Job description

Overview

An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.

As a Financial Services Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.

This full-time permanent role offers benefits and a salary range of £30,000 – £40,000.

Responsibilities

You Will Be Responsible For:

• Leading, mentoring, and developing the client support team.
• Allocating and monitoring workloads to ensure deadlines are achieved.
• Managing complex or high-priority client administration tasks directly.
• Overseeing onboarding, annual reviews, and day-to-day service delivery.
• Acting as the main operational point of contact between advisers and paraplanners.
• Monitoring workflow and addressing bottlenecks before they escalate.
• Maintaining compliance and ensuring quality standards are met.
• Driving continuous improvement across systems and processes.
• (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.

What We Are Looking For:

• Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
• At least 2 years of experience in financial services
• A strong background in financial services administration (pensions, investments, insurance, or wealth management).
• Proven ability to lead teams and manage multiple priorities effectively.
• Excellent attention to detail and accuracy in all tasks.
• Strong organisational skills and effective communication.

What’s on Offer:

• Competitive salary
• Generous holiday entitlement.
• Professional development and qualification support.
• Company pension and wellbeing initiatives.
• Enhanced family leave policies.
• Additional leave and regular company events.
• Supportive and collaborative working culture.

This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.