Financial Services Administrator

ScaleX™ Talent Solutions; Belfast City District; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Competitive salary

Company pension

Income protection

Free on-site parking

Friendly, supportive environment

Training and development opportunities

Job summary

ScaleX™ Talent Solutions partners with a well-established financial planning firm to recruit a proactive Financial Services Administrator. You’ll provide essential administrative support to a Financial Adviser and help ensure clients receive a seamless, professional service from start to finish.

In a small, supportive team, you’ll handle varied tasks—from preparing new business applications to maintaining client records, diary management and provider liaison—while developing your skills and

Qualifications

• Three years’ experience in an IFA or financial planning administration role.
• Strong understanding of pensions, investments and protection products.
• Excellent organisation and ability to manage competing priorities.

Responsibilities

• Provide administrative support to a Financial Adviser.
• Prepare and process new business applications across pensions, investments and protection.
• Liaise with product providers and chase outstanding information.
• Obtain policy information, valuations and other client documentation.
• Prepare annual review packs and supporting documentation for client meetings.
• Manage Letters of Authority and provider correspondence.
• Maintain accurate client records and ensure timely administration.
• Support ongoing client servicing, diary management and workload prioritisation.
• Deliver a high standard of client service.

Skills

Organisational skills

Attention to detail

Communication skills

Independent worker

Tools

Microsoft Office

Job description

We’re working with a well-established financial planning firm seeking a proactive, detail-oriented Financial Services Administrator to join its small, supportive team.

This is an excellent opportunity for someone who enjoys variety, takes pride in delivering exceptional client service and wants to make a genuine difference within a collaborative working environment.

The Opportunity

You’ll work closely with an experienced Financial Adviser who manages a substantial client portfolio, providing essential administrative support and helping ensure clients receive a seamless, professional service from start to finish.

Working within a close-knit team, you’ll have real responsibility, plenty of variety and the opportunity to develop your skills while supporting a busy and growing client bank.

What You’ll Be Doing

• Providing comprehensive administrative support to a Financial Adviser.
• Preparing and processing new business applications across pensions, investments and protection.
• Liaising with product providers and chasing outstanding information to ensure applications progress smoothly.
• Obtaining policy information, valuations and other client documentation.
• Preparing annual review packs and supporting documentation for client meetings.
• Managing Letters of Authority and provider correspondence.
• Maintaining accurate client records and ensuring all administration is completed efficiently and within agreed timescales.
• Supporting ongoing client servicing, review work, diary management and workload prioritisation.
• Delivering a consistently high standard of client service.

What We’re Looking For

Ideally, you’ll have at least three years’ experience in an IFA or financial planning administration role, together with a good understanding of pensions, investments and protection products.

You’ll also bring:

• Excellent organisational skills and the ability to manage competing priorities.
• Strong attention to detail and a commitment to accuracy.
• Confident communication skills and a professional approach to clients and providers.
• The ability to work independently, use your initiative and remain calm under pressure.
• A positive, reliable and team-focused attitude.Good working knowledge of Microsoft Office, particularly Outlook, Word and Excel.

Don't have direct IFA experience?

We’d still love to hear from you if you have strong administrative and client service experience within a related professional services environment, such as banking, investments, legal, accountancy or financial administration.

What’s On Offer?

• Competitive salary, dependent on experience.
• Company pension following successful completion of probation.
• Income Protection cover.
• Free on-site parking.
• A friendly, supportive working environment where your contribution is valued.
• The opportunity to work closely with an experienced adviser managing a substantial client portfolio.
• Ongoing training, development and opportunities to expand your knowledge.