Financial Services Administrator — Client Support & Compliance

Lync Wealth Management Limited; Belfast City District; Hybrid; GBP 25,000 - 32,000; Full time

Job summary

Lync Wealth Management Limited is seeking an experienced Financial Services Administrator to join the support team, providing pre and post-sales support to Financial Advisers and ensuring client documentation is processed within required time scales.

You will liaise with advisers, providers and clients to keep the advice journey smooth, accurate, and compliant, while maintaining strong client relationships and high standards of service.

Qualifications

• Strong Microsoft Office skills including Word, Excel, PowerPoint.
• Excellent written and verbal communication.
• Industry experience in Financial Services.

Responsibilities

• Prepare client correspondence including letters and emails.
• Obtain policy information and data for client meetings.
• Prepare reviews, advice reports and calculations for adviser approval.
• Use Defaqto to produce reports for Financial Advisers.
• Maintain client data on systems including Intelligent Office and Excel MI reporting.
• Submit and maintain client file documents in compliance.

Skills

Microsoft Office

Communication

Financial Services experience

Tools

Intelligent Office

Excel

Job description

Lync Wealth Management Limited is seeking an experienced Financial Services Administrator to join the support team, providing pre and post-sales support to Financial Advisers and ensuring client documentation is processed within required time scales.

You will liaise with advisers, providers and clients to keep the advice journey smooth, accurate, and compliant, while maintaining strong client relationships and high standards of service.