Job Description
We are hiring for our client, a well-established IFA to appoint a Financial Services Administrator based in East Belfast.
This Financial Services Administrator role offers an excellent opportunity to join a small, professional team and provide hands-on support across mortgages, protection, pensions, investments, and wealth management. The successful candidate will manage a varied and responsible workload, including policy administration, client communications, and support for advisers, while contributing to the smooth day-to-day running of the office.
This is an ideal role for a highly organised and proactive individual looking to develop a long-term career in financial services.
Top 3 Things to Know About this Job
- Full-time, office-based role, Monday to Friday 9am-5pm
- Permanent position within a small, collaborative professional services team
- Salary negotiable depending on experience
The Role
- Manage mortgage and protection applications from submission through to completion
- Produce quotations and illustrations using lender and provider systems
- Prepare and issue client and product documentation
- Conduct telephone-based applications with clients where appropriate
- Record client information accurately and professionally
- Monitor applications, underwriting and policy progress
- Liaise with clients, lenders, insurers, and other providers
- Chase outstanding information to ensure cases are completed promptly
- Ensure replacement policies are implemented correctly without gaps in cover
- Maintain accurate and compliant client records and audit trails
- Draft basic suitability reports following training
- Update and maintain back-office systems
- Manage appointments, diary scheduling, and incoming calls
- Welcome clients and visitors and provide professional front-of-office support
- Support advisers and team members with general administration
The Person
- Strong literacy, numeracy and attention to detail
- Highly organised, reliable and proactive
- Professional, personable and confident with clients and colleagues
- Able to manage a varied workload and follow tasks to completion
- Excellent written and verbal communication skills
- Comfortable working independently and as part of a small team
- Interest in financial services and willingness to develop knowledge
The Reward
- Permanent, full-time role
- Hands-on, varied experience across financial services
- Full training and ongoing support
- Opportunity to develop and take on increasing responsibility
- Professional, supportive, and collaborative team environment
Next Steps
For further information and to apply for this Financial Services Administrator role, please contact Nuala McClinton at Hunter Savage.
Why Hunter Savage
Hunter Savage is a specialist recruitment consultancy with expertise across Financial Services and Business Support. We provide expert, confidential guidance and support professionals in securing roles where they can develop and thrive long-term.