Financial Services Administrator

<p><p >We are hiring for our client, a well-established wealth management firm, who are seeking to appoint a Financial Services Administrator to join their growing Belfast-based team. This is a fantastic opportunity for a detail-oriented and organised individual to play a vital support role within a busy and professional financial planning environment. </p><p >As Financial Services Administrator, you'll work closely with financial advisers and paraplanners to ensure the smooth and compliant operation of client servicing, documentation, and day-to-day account management. </p><p >Top 3 Things to Know About this Job: </p><br><li >Full-time, on-site role based in Belfast </li><li >Supportive and professional financial planning environment </li><li >Opportunity to build experience in regulated financial services </li><br><p>The Rewards: </p><ul><li>Competitive salary depending on experience </li><li>Opportunity to develop within financial services and work towards industry qualifications </li><li>Supportive team culture and structured working environment </li><li>Exposure to a wide range of financial planning services </li><li>Convenient city-centre office location </li> </ul><p >The Role: </p><ul><li >Provide day-to-day administrative support to the financial planning team </li><li >Manage and update client records and financial documentation </li><li >Prepare reports, valuation summaries, and meeting packs for client reviews </li><li >Process new business applications, withdrawals, and other transactions </li><li >Liaise with providers to follow up on policy information and progress updates </li><li >Monitor client pipelines and support the implementation of advice recommendations </li><li >Ensure compliance and documentation standards are met across all files </li><li >Respond to client enquiries by phone, email, and in person with a professional and friendly approach </li><li >Support internal projects and process improvements as required </li> </ul><p >The Person: </p><ul><li >Previous experience in an administrative role within a financial services or regulated environment preferred </li><li >Strong attention to detail and a high level of accuracy </li><li >Excellent communication skills - both written and verbal </li><li >Highly organised and confident managing workloads and deadlines </li><li >Proficient in Microsoft Office and comfortable working with client databases or CRM systems </li><li >Team player with a positive, can-do attitude </li><li >Willingness to learn and develop in a fast-paced professional setting </li> </ul><br>Next Steps For further information and to apply for this role, please contact Nuala McClinton at Hunter Savage.<br>Why Hunter Savage Hunter Savage is a specialist recruitment consultancy with deep expertise across Business Support and Financial Services sectors. We provide expert, confidential advice and support professionals in securing opportunities where they can develop and thrive. </p><p><strong>Skills: </strong> <br>financial services administrator team coordinator team administrator </p><br/><p>WHJS1_NI </p>