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Financial Services Administrator – Belfast

Reference: 20924


Belfast, County Antrim



Job Type


Date Posted

29 May, 2023

Are you a Financial Services Administrator seeking a new exciting opportunity?

My client is seeking a skilled Financial Services Administrator to join their team. The ideal candidate will have experience in the financial services industry, with a strong understanding of financial instruments, regulations, and compliance requirements.



  • Competitive salary 
  • Flexible working arrangements 
  • Supportive Culture 
  • Career Progression Opportunities 



  • Provide administration and client relationship support to the Wealth Management & Financial Advisory Team
  • Compile pre-meeting information from internal and external sources
  • Completing, checking and submitting client reports and take on documentation,
  • Process new business and client instructions in a timely manner



  • Demonstrable knowledge and understanding of financial planning products, services and issues, in particular in the areas of investment, pensions and protection products and the tax implications of such products.
  • 2+ years of experience in financial services administration.

  • Strong analytical and problem-solving skills.

  • Excellent attention to detail and accuracy.

  • Ability to work independently and as part of a team.

  • Excellent communication and interpersonal skills.

  • Proficiency in Microsoft Office and other financial software.


If you are a self-starter with a passion for the financial services industry, I want to hear from you!


Apply now or contact Siobhan from Abacus. 

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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