FINANCIAL SERVICES ADMINISTRATOR | Belfast

We are currently recruiting for a Financial Services Administrator in Belfast with a well-established and highly regarded wealth management firm.

This is a fantastic opportunity to join a prestigious office in the heart of Belfast, supporting a small and collaborative Financial Planning team. The business has a strong reputation for developing and promoting staff internally, offering clear long-term career progression.

The Role

You will work closely with Financial Planners and support the delivery of high-quality financial advice to clients. This is a hands-on role where you will take ownership of client administration and play a key part in the end-to-end advice process.

Key responsibilities include:

• Supporting Financial Planners with day-to-day client administration
• Preparing and processing application forms across pensions, investments and protection
• Liaising with clients and providers to progress cases through to completion
• Maintaining accurate and compliant client records
• Working closely with paraplanners and investment teams where required
• Assisting with annual reviews and ongoing client servicing

About You

To be considered for this role, you should have:

• Around 2+ years’ experience in a Financial Services Administrator role
• Experience supporting Financial Planners or Advisers
• Strong organisational skills and the ability to manage your own workload
• Confidence working directly with client cases from start to finish
• Excellent communication skills

Experience of working with investment managers or discretionary fund managers would be beneficial but not essential.

Training & Development

This firm is well known for supporting career progression within financial planning. There is a clear pathway from Administrator through to Paraplanner and Financial Planner.

• Study support available
• Structured progression opportunities
• Internal promotions actively encouraged

Working Pattern

This role will be office-based initially during training, with hybrid working available once fully competent:

• First 3–6 months: Office-based
• After full sign-off: 2 days from home

Benefits

• Competitive salary (£28,000 – £32,000)
• Discretionary bonus
• Hybrid working (post-training)
• Strong career progression opportunities
• Support with professional qualifications

Apply Now

If you are looking for Financial Services Administrator jobs in Belfast and want to join a firm that genuinely supports career development, we would be keen to speak with you.