Financial Services Administrator

Artemis Human Capital is excited to be partnering with a reputable financial planning firm based in Belfast as they seek to appoint an experienced financial services administrator in anewly created role to support with continued business growth. This is a fantastic opportunity for a seasoned financial services professional who is passionate about delivering exceptional client serviceand keen to develop within a dynamic team. The Job... Working closely with the firm''s client services team, you will be involved across the following areas: Supporting with the onboarding of new clients and ensuring their financial plans are implemented smoothly. Taking ownership of new business processing, ensuring compliance and accuracy. Updating client records, liaising with product providers, and preparing documentation. Managing client portfolios and ensuring all actions from meetings are followed through promptly. About You... To be considered for this role, you will ideally possess the following criteria: 2+ years experience in a similar role working within an IFA. Proficiency with Microsoft Office packages and a confident telephone manner. Strong attention to detail, excellent communication skills, and the ability to work independently. The ability to handle a varied workload and meet deadlines. A passion for delivering excellent client services. Remuneration Package... Our client has put together a market-leading remuneration package for this newly created role, which includes: A competitive salary of £26-30,000 per annum (DOE). Hybrid working. Early Friday finish time of1pm! A fantastic company culture where you''ll be supported and encouraged to grow. An enviable portfolio of clients, giving you the opportunity to work on exciting and challenging projects. Strong potential for career progression and professional development. If youre looking for a role that offers variety, a great working environment, and opportunities for career growth, contact Beth Gault at Artemis Human Capital or click ''Apply''. Skills: Financial Services Admin Financial Services Administrator Platform and Servicing Specialist Client Onboarding ..... full job details .....