Job Description
Administrator
South Belfast Full-Time Permanent
On behalf of our client, an established and reputable Financial Advisory firm, we are seeking to recruit an Administrator to provide support to a team of Financial Advisors.
Based in the Greater Belfast area, the firm delivers a comprehensive range of financial planning solutions to clients across Northern Ireland and Mainland UK. This is an excellent opportunity for an experienced administrator to join a busy, professional, and client-focused environment.
The Role
The successful candidate will provide day-to-day administrative support to a team of financial planners, assisting with both new business processing and the ongoing servicing of existing clients. The role requires strong organisational skills, attention to detail, and the ability to manage a varied workload in a fast-paced setting.
Key Responsibilities
- General administrative duties
- Preparing documentation and maintaining accurate client records
- Processing Letters of Authority in line with company timescales
- Processing mortgage, protection, and investment business
- Liaising with lenders, providers, and clients through to case completion
- Submitting cases via the back-office system (Intelligent Office)
- Recording business on the New Business Tracker
- Supporting compliance requirements
- Preparing reports
- Scheduling appointments
Applicants must demonstrate:
- Previous administrative experience (essential)
- Experience in a similar financial services or compliance role (desirable but not essential)
- Strong attention to detail and organisational skills
- Experience working in a fast-paced environment
- Experience handling client queries and liaising with service providers
- A working knowledge of Microsoft Word and Excel
- Excellent written and verbal communication skills
- Experience handling confidential information
- Previous compliance experience (desirable)
- Ability to successfully complete security checks
The Successful Candidate Can Expect
- 37.5 hours per week, Monday-Friday (8am-4pm or 9am-5pm)
- Full-time, permanent position
- Hybrid working - minimum of 2 days in the office
- Salary: £24,000 - £30,000, dependent on experience
- Paid holidays
- Pension scheme
- Private medical insurance
- Income protection
- Life cover
- Free parking
Right to Work
We welcome applications from all candidates; however, the employer is unable to provide visa sponsorship for this position. Applicants must have permanent UK work authorisation, such as Indefinite Leave to Remain, ROI, or UK citizenship.
What to Do Next
If you would like to apply for this opportunity or find out more, please send your CV to Patricia by clicking the Apply button.
All applications will be treated in the strictest confidence.
If this role is not quite right for you but you are considering a new opportunity, please contact us for a confidential discussion about your career.
Apple Recruitment Services is acting as an Employment Agency in relation to this vacancy.
Apple Recruitment Services is an Equal Opportunities Employer.
