Financial Services Administrator

Location: Moira, Co. Down

Are you an experienced Financial Services Administrator looking for your next career move?

We are exclusively recruiting on behalf of an established financial services business seeking a motivated and organised Financial Services Administrator to join its supportive team based in Moira.

This is an excellent opportunity for someone with previous financial services administration experience who enjoys working in a client-focused environment, takes pride in delivering a high standard of service and is keen to develop their career within the industry.

The Role

Working closely with Financial Advisers and the wider support team, you will provide essential pre- and post-sales administrative support, ensuring client requests and documentation are processed accurately, efficiently and in line with regulatory and compliance requirements.

Key Responsibilities

Preparing client correspondence, including letters, emails and other documentation.
Obtaining policy information and valuations, and preparing relevant information ahead of client meetings.
Assisting with the preparation of review letters, advice reports and calculations for Financial Adviser approval.
Supporting Financial Advisers with research and the preparation of client reports.
Managing client queries professionally and ensuring a consistently high standard of customer service.
Maintaining accurate client records and ensuring all information is kept up to date.
Ensuring client files are maintained in accordance with compliance requirements and addressing any remedial actions.
Managing provider applications from initial submission through to completion.
Supporting client servicing, reviews and disengagement processes.
Providing general administrative support, including post, scanning, document management and ad hoc projects.
Working collaboratively with colleagues and providing cover and support when required.

About You

To be successful in this role, you will ideally have:

Previous experience in a financial services administration role.
A good understanding of the financial services industry and associated processes.
Strong organisational skills and the ability to manage competing priorities.
Excellent attention to detail and a methodical approach to your work.
Strong written and verbal communication skills.
Good general IT skills and confidence using Microsoft Office applications.
A proactive approach to problem-solving and the ability to use your initiative.
A professional, positive attitude and a genuine commitment to delivering excellent client service.

What's on Offer?

Competitive salary, dependent on experience.
Hybrid working.
Free on-site parking.
Early finish every Friday.
The opportunity to join a supportive and established team.
A positive working environment with opportunities to develop your experience within financial services.

Interested?

If you have financial services administration experience and are looking for an opportunity offering a competitive package, hybrid working and a great working environment, we'd love to hear from you.

Apply today to find out more about this opportunity.