Wealth Management Administration Specialist

Brook Street; Northern Ireland; On-site; GBP 25,000 - 35,000; Full time

Job summary

A respected financial planning firm in Belfast is seeking a Financial Services Administrator to provide key administrative support to Financial Advisers. The role requires previous experience in the financial services industry and the ability to manage high-net-worth clients professionally. Strong organizational skills and attention to detail are essential. The firm offers a great opportunity to grow in a dynamic environment, assisting prestigious clients.

Qualifications

• Previous experience in financial services is essential.
• Understanding of financial products such as pensions and ISAs.
• High level of accuracy and attention to detail required.
• Strong interpersonal and communication skills are necessary.

Responsibilities

• Provide administrative support to Financial Advisers.
• Handle client communications and documentation.
• Process transactions accurately using provider platforms.
• Prepare client annual review packs.
• Maintain and update client records.

Skills

Experience supporting Financial Advisers

Understanding of financial products

Experience with high-net-worth clients

Proficiency in Microsoft Office

Attention to detail

Interpersonal skills

Organizational skills

Tools

Intelligent Office

Job description

A respected financial planning firm in Belfast is seeking a Financial Services Administrator to provide key administrative support to Financial Advisers. The role requires previous experience in the financial services industry and the ability to manage high-net-worth clients professionally. Strong organizational skills and attention to detail are essential. The firm offers a great opportunity to grow in a dynamic environment, assisting prestigious clients.