Financial Services Administrator

Position: Financial Services Administrator (Permanent)
Financial Services Administrator

Location:

Belfast

Contract:

Permanent
Rate: £28,000 - £32,000 per annum (DOE)

Start Date:

Flexible
Contact: (url removed)

* Hybrid Working
* Job Description
Service Care Solutions are delighted to be recruiting on behalf of a highly reputable and long-established independent financial advice firm for an experienced Financial Services Administrator, based in Belfast.

Recognised as an FT Adviser Top 100 Firm and holding Chartered Firm status, this organisation prides itself on professionalism, integrity, and delivering excellent client outcomes. Due to continued growth, they are seeking a detail-oriented and proactive administrator to join their collaborative team and provide high-quality support to advisers and paraplanners.

Your role will be essential in ensuring smooth client service delivery, accurate processing of financial transactions, and maintaining robust administrative standards.

Key Responsibilities
Support advisers, paraplanners, and wider colleagues to deliver excellent client outcomes.
Communicate with clients to request information, provide updates, and maintain strong relationships.
Accurately process new business and client servicing transactions using provider systems.
Prepare annual review packs and manage ongoing service requests.
Maintain accurate and compliant client records using Intelligent Office and provider platforms.
Liaise with providers to ensure efficient and timely processing.
Contribute to internal team meetings and continuous improvement initiatives.
Ensure full compliance with FCA requirements and internal quality standards.

Candidate Criteria
Proven experience in an administrative role within an IFA or wealth management environment.
Strong knowledge of financial products including pensions, GIAs, ISAs, bonds, and protection.
Excellent attention to detail with strong organisational skills.
High accuracy in both literacy and numeracy.
Strong communication and relationship-building abilities.
Ability to manage workloads independently and meet deadlines.
Proficiency in Microsoft Office and provider
25 days annual leave + statutory holidays
Hybrid Working – 2 days from home
5% employer pension contribution
4x death-in-service benefit
Private medical insurance
Income protection
Free on-site parking
Ongoing training and professional development

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed