Client Financial Services Administrator
Wealth Management Firm
- Location
- Belfast · Hybrid
- Salary
- £29,000 - £32,000
- Contract
- Permanent
- Sector
- Financial Services
About the role
Client Financial Services Administrator – Belfast
We are recruiting on behalf of a boutique independent financial advisory firm in Belfast for an experienced Client Financial Services Administrator.
The role involves supporting Financial Advisers with client administration, annual review packs, provider liaison, documentation and maintaining accurate client records.
The ideal candidate will have:
3+ years’ experience within an IFA environment Strong organisation and attention to detail Excellent communication skills Good knowledge of Microsoft Office
Location: Belfast – Office Based Benefits: 40+ days holiday, pension, income protection, DIS, gym membership and more.