Financial Services Administrator — Client & Compliance Support

Hunter Savage; Belfast; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Belfast is seeking a detail-oriented Financial Services Administrator to provide crucial administrative support within a professional financial planning environment. The ideal candidate will have experience in a similar role, strong attention to detail, and excellent communication skills. This position offers opportunities for professional development and exposure to various financial planning services.

Benefits

Competitive salary depending on experience

Opportunity to develop within financial services

Supportive team culture

Convenient city-centre office location

Qualifications

• Previous experience in an administrative role within a financial services environment preferred.
• Strong attention to detail and a high level of accuracy.
• Excellent communication skills — both written and verbal.

Responsibilities

• Provide day-to-day administrative support to the financial planning team.
• Manage and update client records and financial documentation.
• Prepare reports, valuation summaries, and meeting packs for client reviews.

Skills

Attention to detail

Communication skills

Organisational skills

Proficiency in Microsoft Office

Job description

A leading wealth management firm in Belfast is seeking a detail-oriented Financial Services Administrator to provide crucial administrative support within a professional financial planning environment. The ideal candidate will have experience in a similar role, strong attention to detail, and excellent communication skills. This position offers opportunities for professional development and exposure to various financial planning services.