Financial Services Administrator - Belfast

Financial Services Administrator - Belfast

Join a respected boutique IFA firm, directly authorised by the FCA and with a legacy dating back to 1998. Based in Belfast, this firm is known for its personal approach, strong ethics, and long-standing client relationships.

The Role

As a Financial Services Administrator, you'll play a key role in delivering exceptional client service and supporting financial advisers with client reviews, communications, and documentation.

What You'll Be Doing:

• Managing and executing the client review process from start to finish
• Liaising with clients to gather information and schedule meetings
• Preparing review packs and valuations for adviser meetings
• Processing response forms and ensuring advisers are briefed and prepared
• Maintaining accurate and up-to-date client records
• Assisting with data cleansing, cash audits, and other centralised support tasks
• Adhering to compliance processes and FCA requirements

What We're Looking For

• 1+ year experience in an IFA or Wealth Management environment
• Strong knowledge of financial planning products and services
• Familiarity with FCA rules and compliance processes
• Exceptional organisational skills and attention to detail
• A proactive, client-first attitude with a collaborative mindset

Why Join?

• Be part of a tight-knit, experienced team where your input matters
• Enjoy the stability and heritage of a business with decades of success
• Work in a supportive, professional environment that values personal growth
• Excellent benefits and competitive salary DOE

Apply now and become a key part of a firm where client care and ethical advice are at the heart of everything they do. Reach out to [email protected] for more information!