Financial Services Administrator

Kerr Henderson; Belfast; Hybrid; GBP 23,000 - 26,000; Full time

Job summary

A well-established financial advice firm is seeking a Financial Services Administrator to support financial advisers and ensure seamless client service. This entry-level role offers a hybrid work environment and competitive salary, ideal for detail-oriented individuals who thrive in client-focused settings.

Benefits

Competitive salary (circa £23-26k)

Hybrid working – 3 days in office, 2 days from home

25 days annual leave + statutory holidays

Private medical insurance

Income protection

Free on-site parking

Ongoing training and development

Qualifications

• Experience in financial planning administration (desirable).
• Strong attention to detail and organizational skills.

Responsibilities

• Provide administrative support to financial advisers and the wider team.
• Assist with client onboarding and maintain accurate client records.

Skills

Attention to Detail

Communication

Organizational Skills

Tools

Microsoft Office

Intelliflo Office

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Kerr Henderson

Kerr Henderson is a well-established, independent financial advice firm with over 60 years of experience. We are committed to providing trusted, expert advice and guidance to our clients, helping them navigate complex financial landscapes with confidence.

As an FT Adviser Top 100 Firm, we are recognised for our performance and client satisfaction, and we proudly hold Chartered Firm statusfrom the CII - demonstrating our dedication to professionalism, ethics, and excellence in financial advice.

The Opportunity

We are looking for a Financial Services Administrator to join our team and provide vital support to our senior administrators and financial consultants. This role is ideal for someone who thrives in a client-focused environment, values attention to detail, and enjoys working as part of a collaborative team.

Key Responsibilities

• Provide administrative support to financial advisers and the wider team
• Assist with client onboarding, preparing annual review packs, and handling ongoing service requests
• Maintain accurate client records across Kerr Henderson and provider systems
• Liaise with clients and providers to ensure a seamless service

What We’re Looking For

• Experience in financial planning administration (desirable)
• Familiarity with Intelliflo Office (desirable)
• Strong attention to detail and organisational skills
• Excellent communication and relationship-building abilities
• Good literacy and numeracy skills with a high degree of accuracy
• Ability to manage workloads effectively and meet deadlines
• Proficiency in Microsoft Office
• A proactive attitude and a willingness to learn and develop

What We Offer

• Competitive salary (circa £23-26k dependent on experience)
• Hybrid working – 3 days in our Belfast office, 2 days from home
• 25 days annual leave + statutory holidays
• Private medical insurance
• Income protection
• Supportive team culture
• Free on-site parking
• Ongoing training and development

If you're looking for a role in a professional and supportive environment, where your contributions truly make a difference, we’d love to hear from you.

To apply in confidence, please send an up-to-date CV to [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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