Financial Services Administrator Team Lead

Artemis Human Capital; Belfast; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

An established industry player is seeking a Financial Services Administrator Team Lead to enhance their operational support team. This role offers a unique opportunity to lead a small team while providing hands-on administrative support in a wealth management environment. The ideal candidate will have a strong background in financial services, excellent organizational skills, and a client-focused approach. With a competitive salary and the chance for professional development, this position promises a supportive work culture and the opportunity to make a significant impact within the organization.

Benefits

Hybrid Working

Early Finish Every Friday (1pm)

Opportunities for Continued Learning

Study Support for Industry Qualifications

Collaborative Team Culture

Qualifications

• Strong administrative background in wealth management or financial planning.
• Experience in client onboarding and servicing processes.

Responsibilities

• Oversee day-to-day administrative support for financial advisers.
• Manage new client onboarding and documentation with accuracy.
• Guide and support junior team members.

Skills

Client Onboarding

Financial Services Administration

Organizational Skills

Attention to Detail

Professional Communication

Team Management

Education

Relevant Industry Qualifications

Job description

Artemis Human Capital is proud to be working with a highly respected wealth management firm as they continue to strengthen their operational support team. We’ve partnered closely with this client over several years and have seen the value they place on developing their people and delivering an exceptional service to clients.

This newly createdTeam Leadrole is a brilliant opportunity for an experienced financial services administrator who has worked within a wealth management or private client environment and is ready to take the next step in their career.

About the role…

AsFinancial Services Administrator Team Lead, you will provide both hands-on administrative support and day-to-day oversight of a small, capable team. Your focus will be on maintaining a high standard of service and ensuring the smooth delivery of operational processes. Responsibilities will include:

• Overseeing day-to-day administrative support for financial advisers and paraplanners.
• Managing new client onboarding, account set-up, and documentation with accuracy and attention to detail.
• Acting as a point of contact for internal queries and client servicing matters.
• Providing guidance and support to junior team members, reviewing workflow and supporting development.
• Contributing to ongoing process improvements and supporting upcoming system and platform changes as needed.
• Ensuring all work is delivered in line with compliance and regulatory standards.

The Candidate…

This role will suit someone with astrong administrative background in wealth management or financial planning. You should be organised, client-focused, and confident supporting and mentoring others. The ideal candidate will have:

• Experience working within a financial planning, wealth management, or private client environment (essential).
• A thorough understanding of client onboarding, servicing, and back-office processes.
• Excellent organisational skills with strong attention to detail.
• The ability to prioritise tasks, manage workload, and support a small team.
• Professional communication skills and a proactive, supportive attitude.
• Experience with platform or system updates would be beneficial but is not essential.

What’s on offer…

This is a supportive working environment with excellent long-term prospects. The successful candidate will benefit from:

• Competitive salary of £30,000–£40,000 depending on experience.
• Hybrid working and early finish every Friday (1pm).
• Opportunities for continued learning and professional development.
• Study support for relevant industry qualifications.
• A collaborative team culture and strong leadership.
• Exposure to a high-quality client base and evolving business processes.

To apply for thisFinancial Services Administrator Team Leadrole, please click on the link or contact Beth Gault at Artemis Human Capital in confidence.

Tagged as: Client Onboarding, Financial Planning, Financial Services Admin, Paraplanning