Financial Services Administrator

Artemis Human Capital is thrilled to partner with a respected financial services firm in East Belfast to recruit a talented Financial Services Administrator. This newly created role is designed to support the firm’s continued growth and provides an excellent opportunity for an experienced professional to thrive within a dynamic team and deliver outstanding client service.

The Role…

As part of the client services team, you will be involved in a variety of tasks, including:

  • Assisting with the seamless onboarding of new clients and ensuring the successful implementation of their financial plans.

  • Taking responsibility for processing new business, ensuring all compliance and accuracy standards are met.

  • Maintaining and updating client records, coordinating with product providers, and preparing necessary documentation.

  • Managing client portfolios and ensuring prompt follow-through on action items from client meetings.

What We’re Looking For…

To be considered for this role, you should ideally have:

  • A minimum of 2 years’ experience in a similar position within the financial services industry.

  • Proficiency in Microsoft Office and a professional telephone manner.

  • Strong attention to detail, exceptional communication skills, and the ability to work independently.

  • The ability to manage a diverse workload and meet deadlines.

  • A genuine passion for delivering high-quality client service.

What’s On Offer…

Our client offers an exceptional remuneration package for this role, which includes:

  • A competitive salary ranging from £27,000 to £32,000 per annum (depending on experience).

  • Hybrid working arrangements.

  • A fantastic work-life balance with an early finish every Friday at 1pm!

  • A supportive and inclusive company culture, with a focus on your personal and professional growth.

  • An exciting portfolio of clients, offering the opportunity to work on engaging and challenging projects.

  • Excellent prospects for career progression and continuous professional development.

If you’re looking for a role that offers variety, a supportive environment, and real opportunities for growth, get in touch with Beth Gault at Artemis Human Capital or click ‘Apply’ today!

Tagged as: Client Servicing, Client Servicing Assistant, Financial Services Admin, Financial Services Administrator

  • Full Time
  • Belfast (Hybrid)
  • £27-33,000 GBP / Year
  • Applications have closed.

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