Financial Services Administrator

Artemis Human Capital; Belfast; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

An established industry player is seeking a skilled financial services administrator to join a dynamic team in East Belfast. This newly created role offers a fantastic opportunity to contribute to client service excellence while managing client portfolios and ensuring compliance. The ideal candidate will have over two years of relevant experience, a keen eye for detail, and a passion for delivering exceptional service. With a competitive salary, hybrid working arrangements, and a supportive company culture, this position promises both professional growth and a rewarding work environment. If you thrive in a fast-paced setting and are eager to develop your career, this role is perfect for you.

Benefits

Early Friday Finish

Professional Development Opportunities

Supportive Company Culture

Enviable Client Portfolio

Qualifications

• 2+ years experience in a similar role within financial services.
• Proficiency with Microsoft Office packages and a confident telephone manner.

Responsibilities

• Support onboarding of new clients and ensure smooth implementation of financial plans.
• Manage client portfolios and ensure actions from meetings are followed through.

Skills

Client Service

Attention to Detail

Communication Skills

Independent Work

Time Management

Education

Experience in Financial Services

Tools

Microsoft Office

Job description

Artemis Human Capital is excited to be partnering with a reputable financial services firm based in East Belfast as they seek to appoint an experienced financial services administrator in a newly created role to support with continued business growth. This is a fantastic opportunity for a seasoned financial services professional who is passionate about delivering exceptional client service & keen to develop within a dynamic team.

The Job…

Working closely with the firm’s client services team, you will be involved across the following areas:

• Supporting with the onboarding of new clients & ensuring their financial plans are implemented smoothly.
• Taking ownership of new business processing, ensuring compliance & accuracy.
• Updating client records, liaising with product providers, & preparing documentation.
• Managing client portfolios & ensuring all actions from meetings are followed through promptly.

About You…

To be considered for this role, you will ideally possess the following criteria:

• 2+ years experience in a similar role within financial services.
• Proficiency with Microsoft Office packages & a confident telephone manner.
• Strong attention to detail, excellent communication skills, & the ability to work independently.
• The ability to handle a varied workload & meet deadlines.
• A passion for delivering excellent client services.

Remuneration Package…

Our client has put together a market-leading remuneration package for this newly created role, which includes:

• A competitive salary of £27-32,000 per annum (DOE).
• Hybrid working.
• Early Friday finish time of 1pm!
• A fantastic company culture where you’ll be supported & encouraged to grow.
• An enviable portfolio of clients, giving you the opportunity to work on exciting and challenging projects.
• Strong potential for career progression & professional development.

If you’re looking for a role that offers variety, a great working environment, and opportunities for career growth, contact Beth Gault at Artemis Human Capital or click ‘Apply’.