IFA Administrator
Belfast / Ballymena
Office based
Up to £35k
This opportunity is ideal for a Financial Services Administrator with at least two years’ experience in pensions and investments, gained within an IFA practice. If you’re looking to join a respected, client-focused firm with a strong reputation across Northern Ireland, this role offers both stability and professional development.
The Business
You’ll be joining an established and well-respected financial planning firm based in Northern Ireland, with offices in Belfast and Ballymena. The team specialises in retirement planning, cashflow forecasting, investments, protection, and estate planning.
The business has built its reputation on simplifying complex financial matters, providing trusted advice, and supporting clients throughout every stage of life. With a strong focus on professionalism and long-term relationships, they continue to grow and develop as a leading regional firm.
The Role
As a Financial Administrator, you will play a key part in supporting advisers and ensuring a seamless client experience. Your day-to-day work will include:
- Processing new business via application forms and online systems.
- Chasing outstanding LOAs and TOAs to progress cases.
- Liaising with policy providers to gather data and research.
- Preparing suitability reports and client review reports.
- Placing new plans on risk and maintaining accurate records.
- Supporting client meetings through preparation of documentation and folders.
- Managing files, scanning, and maintaining a tidy and safe office environment.
- Ensuring compliance, confidentiality, and data protection procedures are always followed.
You’ll also provide general administrative support across the team, working flexibly between both offices.
The Benefits
- Salary up to £35,000
- 20 days annual leave plus statutory holidays.
- Market-leading auto-enrolment pension scheme.
- Private medical cover.
- Income protection and death in service benefit.
- Free parking (off-road/on-site).
- Health & wellbeing programme.
How to Apply
Applying is quick and straightforward – simply upload your CV and we’ll be in touch. The interview process typically includes an initial discussion followed by a competency-based interview at one of the offices.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
