Financial Services Administrator

Hunter Savage; Belfast City; On-site; GBP 23,000 - 30,000; Full time

Job summary

Hunter Savage is hiring a Financial Services Administrator based in East Belfast to join a small, professional team and support mortgages, protection, pensions, investments and wealth management.

The role involves policy administration, client communications and adviser support, with day-to-day office operations managed in a permanent, full-time capacity.

Qualifications

• Strong literacy, numeracy and attention to detail.
• Highly organised, reliable and proactive.
• Professional, personable and confident with clients.
• Able to manage a varied workload and follow tasks to completion.
• Excellent written and verbal communication skills.
• Willing to develop knowledge in financial services.

Responsibilities

• Manage mortgage and protection applications from submission through to completion.
• Produce quotations and illustrations using lender and provider systems.
• Prepare and issue client and product documentation.
• Conduct telephone-based applications with clients where appropriate.
• Record client information accurately and professionally.
• Monitor applications, underwriting and policy progress.
• Liaise with clients, lenders, insurers, and other providers.
• Chase outstanding information to ensure cases are completed promptly.
• Ensure replacement policies are implemented correctly without gaps in cover.
• Maintain accurate and compliant client records and audit trails.
• Draft basic suitability reports following training.
• Update and maintain back-office systems.
• Manage appointments, diary scheduling, and incoming calls.
• Welcome clients and visitors and provide professional front-of-office support.
• Support advisers and team members with general administration.

Skills

Literacy

Numeracy

Attention to detail

Organisation

Communication skills

Independence

Teamwork

Financial services interest

Tools

Office software

Job description

We are hiring for our client, a well-established IFA to appoint a Financial Services Administrator based in East Belfast.

This Financial Services Administrator role offers an excellent opportunity to join a small, professional team and provide hands‑on support across mortgages, protection, pensions, investments, and wealth management. The successful candidate will manage a varied and responsible workload, including policy administration, client communications, and support for advisers, while contributing to the smooth day‑to‑day running of the office.

This is an ideal role for a highly organised and proactive individual looking to develop a long‑term career in financial services.

Top 3 Things to Know About this Job

1. Full‑time, office‑based role, Monday to Friday 9am‑5pm
2. Permanent position within a small, collaborative professional services team
3. Salary negotiable depending on experience

The Role

• Manage mortgage and protection applications from submission through to completion
• Produce quotations and illustrations using lender and provider systems
• Prepare and issue client and product documentation
• Conduct telephone‑based applications with clients where appropriate
• Record client information accurately and professionally
• Monitor applications, underwriting and policy progress
• Liaise with clients, lenders, insurers, and other providers
• Chase outstanding information to ensure cases are completed promptly
• Ensure replacement policies are implemented correctly without gaps in cover
• Maintain accurate and compliant client records and audit trails
• Draft basic suitability reports following training
• Update and maintain back‑office systems
• Manage appointments, diary scheduling, and incoming calls
• Welcome clients and visitors and provide professional front‑of‑office support
• Support advisers and team members with general administration

The Person

• Strong literacy, numeracy and attention to detail
• Highly organised, reliable and proactive
• Professional, personable and confident with clients and colleagues
• Able to manage a varied workload and follow tasks to completion
• Excellent written and verbal communication skills
• Comfortable working independently and as part of a small team
• Interest in financial services and willingness to develop knowledge

The Reward

• Permanent, full‑time role
• Hands‑on, varied experience across financial services
• Full training and ongoing support
• Opportunity to develop and take on increasing responsibility
• Professional, supportive, and collaborative team environment