IFA Admin & Client Service Specialist

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

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