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Financial Services Administrator

Reference: 21182


Belfast, County Antrim



Job Type


Date Posted

16 June, 2023

Exciting Job Opportunity: Financial Services Administrator

Are you ready to take the next step in your career and join a dynamic and growing financial services firm?

My client is currently seeking a Financial Services Administrator to join their team in Belfast.

Whether you’re an experienced professional or a recent graduate with a passion for financial services, they have an opportunity for you to contribute to their ongoing success.



As a Financial Services Administrator, you will play a crucial role in supporting our team and ensuring the smooth operation of our client portfolio management and data processing. Your responsibilities will include:

  • Managing client databases using our back-office system, Intelligent Office (I.O).
  • Preparing and producing accurate quotations, valuations, brochures, and application forms.
  • Efficiently processing new business applications and providing ongoing service to existing clients.
  • Engaging with investment companies, insurance companies, and other relevant stakeholders.
  • Undertaking general office administration tasks, including data analysis in Excel, database updating, and file scanning.
  • Staying updated on changes in legislation and processes that may impact your role, both internally and externally.
  • Demonstrating problem-solving skills by resolving issues quickly and efficiently.
  • Working towards deadlines and effectively prioritizing workloads.
  • Maintaining strong attention to detail, organizational skills, and effective communication with clients.
  • Building rapport and empathizing with clients to deliver exceptional service.


  • A minimum of 2 years’ experience in Financial Services, preferably within an Independent Financial Advisor (IFA) firm.
  • Knowledge of pensions and investments, allowing you to navigate and provide valuable support in these areas.
  • Experience in processing business with providers and Investment Platforms, ensuring efficient workflow management.
  • Proficiency in using Intelligent Office and FE Analytics, enabling you to leverage technology for improved efficiency.


We value our employees and offer a competitive benefits package, including:

  • A comprehensive benefits package designed to support your well-being and career growth.
  • Free onsite parking for your convenience.
  • Exam support and a career development program to foster your professional advancement.
  • A negotiable salary, commensurate with experience.

Apply Now or contact Siobhan from Abacus Careers

Next Steps:
Please submit your application or speak to a specialist consultant from the Abacus team on 0044 (0) 28 9031 3157 for a confidential discussion. We aim to respond to all inquiries within 4 business hours.
The team at Abacus manages a range of permanent and contract positions throughout Northern Ireland, the UK and the Republic of Ireland. If you are experienced and/or professionally qualified we can support your job search.
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