Financial Services Administrator
Job in
Newtownards, County Down, BT22, Northern Ireland, UK
Listed on 2026-05-31
Listing for:
Brook Street
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
Financial Services Administrator role in a busy office in Newtownards.
Key Responsibilities- Handling incoming telephone enquiries from clients and investment companies
- Providing general administrative support and working closely with Financial Advisers
- Sorting and scanning incoming mail
- Contacting clients to arrange appointments
- Preparing client portfolio packs
- Liaising with Financial Advisers across the firm
- Preparing, submitting, and tracking new business applications
- Maintaining and updating the client database
- Ensuring accurate and compliant record-keeping at all times
- Minimum of 2 years' experience within the financial services industry
- Working knowledge of pensions and investment products
- Familiarity with FCA rules, guidance, and regulatory requirements relevant to the role
- Strong organisational skills with excellent attention to detail
- A friendly, enthusiastic, and self-motivated approach
- Level 4 qualified or currently working towards a relevant qualification
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