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Financial Services Administrator – Belfast

Reference: 21183


Belfast, County Antrim



Job Type


Date Posted

16 June, 2023

Exciting Job Opportunity: Financial Administrator

Are you ready to join a thriving financial planning practice and take your career to new heights?

I am currently seeking a motivated and dedicated individual to join my Client’s team as a Financial Administrator or Senior Financial Administrator. With their expanding business and commitment to excellence, this is an exceptional opportunity for growth and professional development.

Key Responsibilities:

  • Processing New Business applications/income withdrawals swiftly and accurately.
  • Maintaining client records on the Intelliflo Office (IO) client management system, ensuring compliance with internal policies, processes, and GDPR guidelines.
  • Delivering exceptional client service by promptly responding to client inquiries and resolving issues with a professional approach.
  • Collaborating with financial advisers to obtain necessary information for the creation of comprehensive financial reports.
  • Managing the invoicing and receipt process for client fees.
  • Sending out annual review offer letters and producing review packs for advisers and clients, including generating plan valuations.
  • Efficiently handling incoming telephone calls and directing them to the appropriate personnel.
  • Assisting with general office administration duties and supporting the business as required.

In addition to the above responsibilities, as a Senior Financial Administrator, you will also:

  • Draw upon your extensive experience in a financial advisory firm, applying your expertise to enhance the team’s effectiveness.
  • Utilize your proficiency in the Intelliflo Office (IO) system to enter and reconcile fee statements, demonstrating your attention to detail and accuracy.

Skills and Experience:


  • Prior experience of working in a financial advisory firm, with at least 5 years’ experience for the Senior Administrator role.
  • Proficiency in Intelliflo Office (IO) and Microsoft Office applications, including Outlook, Word, and Excel.
  • Strong attention to detail and accuracy, ensuring precision in all tasks.
  • Excellent time management skills, enabling you to prioritize and meet deadlines effectively.
  • A positive attitude and the ability to contribute to a supportive and collaborative team environment.
  • Self-motivation and the capability to manage your own workload.


Experience in entering and reconciling fee statements on Intelliflo Office (IO) would be highly advantageous.

About the Firm:

My client has recently expanded and relocated to new premises near the City Centre. With a team of four dedicated advisers and exceptional support staff, they foster a friendly and supportive working environment. They welcome both experienced “career administrators” and individuals with aspirations to progress into other roles in the future.


  • 22 days of annual leave, in addition to bank holidays.
  • Free parking for hassle-free commuting.
  • 10% employer pension contribution to the company workplace scheme.
  • 4x Death in service coverage.
  • Group PMI plan for peace of mind.
  • Paid support with CII/PFS exams to further your professional development.
  • Electric Vehicle Scheme (Salary sacrifice) for environmentally conscious commuting.
  • A negotiable market-leading salary, tailored to attract the right candidate.
  • Discretionary bonus scheme to recognize exceptional performance.


This office-based role provides the possibility of remote work when necessary. Ideally, it is a full-time position (35 hours per week), but they are flexible for the right candidate and can accommodate a 4-day week, among other options. Standard working hours are 9-5, with a 1-hour lunch break, but they are open to discussing flexible arrangements.

If you are passionate about the financial planning industry and eager to contribute your skills and expertise to a dynamic team, I want to hear from you!

Take the next step in your career by applying today 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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