Financial Services Administrator

We are hiring for our client, a well-established financial planning organisation, to appoint a Senior Financial Services Administrator based in East Belfast.

This Senior Financial Services Administrator role offers an excellent opportunity to join a successful team within a wider financial services group, providing high-quality administrative support across pensions, investments, protection and financial planning services.

The successful Senior Financial Services Administrator will work closely with experienced advisers and clients, managing complex administrative processes, ensuring compliance standards are maintained and delivering an exceptional level of service throughout the client journey.

This is an ideal opportunity for an experienced financial services administrator who is looking for a role offering progression, excellent benefits, hybrid working and the opportunity to be part of a growing organisation.

Top 3 Things to Know About this Job

The Role

• Provide senior-level administrative support to financial advisers and clients
• Manage end-to-end administration across pensions, investments, protection and financial planning services
• Prepare and process client documentation accurately and efficiently
• Liaise with clients, providers, platforms and other stakeholders
• Maintain accurate client records and ensure compliance requirements are met
• Support the preparation of client reviews, reports and adviser meetings
• Process applications, valuations, policy updates and client requests
• Monitor workflow and ensure tasks are completed within agreed timescales
  
  * Maintain high standards of service and attention to detail
  
  * Support continuous improvement of administrative processes and procedures

The Person

• Previous experience within financial services administration is essential
• Strong understanding of pensions, investments, protection or wealth management processes
• Experience supporting financial advisers or working within an IFA environment desirable
• Excellent attention to detail and accuracy
• Strong organisational skills with the ability to manage competing priorities
• Confident communicator with the ability to build relationships with clients and colleagues
• Strong IT skills including Microsoft Office and financial services systems
• Professional, proactive and committed approach to delivering excellent service

The Reward

• Salary £33,000-£35,000
• Excellent bonus and benefits package
• Hybrid working available
• East Belfast location with parking provided
• Opportunity to join a growing financial services organisation
• Career development opportunities within a wider group structure
• Supportive and professional working environment

Next Steps

For further information and to apply for this Senior Financial Services Administrator role, please contact Nuala McClinton at Hunter Savage.

Why Hunter Savage

Hunter Savage is a specialist recruitment consultancy with deep expertise across Financial Services and Business Support sectors. We support professionals in securing opportunities where they can progress their careers, develop their expertise and find roles aligned with their long-term goals.

Skills:
financial services administrator Senior FS Admin junior paraplanner