Financial Services Administrator
Job description
The Financial Services Administrator position centres on maintaining accurate, up-to-date records across all internal and third-party systems. It would suit someone who can bring this position suits a detail-oriented professional who thrives in a fast-paced, regulated environment and takes pride in delivering exceptional service to the role.
Role overview
Provide proactive administrative and client servicing support to Wealth Managers and the wider team. Minimum of 2 years' experience within financial services, ideally in a wealth management or financial planning environment.
Main responsibilities
Maintaining accurate, up-to-date records across all internal and third-party systems. Coordinating client annual reviews, preparing comprehensive meeting packs, valuations, and supporting documentation. Liaise with back-office teams (including Dublin-based operations) to manage data updates, payments, and income processing.
What helps someone succeed
This position suits a detail-oriented professional who thrives in a fast-paced, regulated environment and takes pride in delivering exceptional service. Strong professional approach.
Requirements
- Play a central role in delivering high-quality administrative and client servicing support, ensuring a seamless experience for clients and advisers alike.
Job details
- Opportunity to work within a respected wealth management firm.
- Supportive team environment with exposure to a broad range of financial planning activities.
- Clear scope to develop your expertise and progress your career.
- Monday to Friday, standard office hours (Belfast city centre location).
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