Financial Services Administrator

Artemis Human Capital is excited to be partnering with a reputable financial services firm based in East Belfast as they seek to appoint an experienced financial services administrator in a newly created role to support with continued business growth. This is a fantastic opportunity for a seasoned financial services professional who is passionate about delivering exceptional client service & keen to develop within a dynamic team.

The Job…

Working closely with the firm’s client services team, you will be involved across the following areas:

• Supporting with the onboarding of new clients & ensuring their financial plans are implemented smoothly.
• Taking ownership of new business processing, ensuring compliance & accuracy.
• Updating client records, liaising with product providers, & preparing documentation.
• Managing client portfolios & ensuring all actions from meetings are followed through promptly.

About You…

To be considered for this role, you will ideally possess the following criteria:

• 2+ years experience in a similar role within financial services.
• Proficiency with Microsoft Office packages & a confident telephone manner.
• Strong attention to detail, excellent communication skills, & the ability to work independently.
• The ability to handle a varied workload & meet deadlines.
• A passion for delivering excellent client services.

Remuneration Package…

Our client has put together a market-leading remuneration package for this newly created role, which includes:

• A competitive salary of £27-32,000 per annum (DOE).
• Hybrid working.
• Early Friday finish time of 1pm!
• A fantastic company culture where you’ll be supported & encouraged to grow.
• An enviable portfolio of clients, giving you the opportunity to work on exciting and challenging projects.
• Strong potential for career progression & professional development.

If you’re looking for a role that offers variety, a great working environment, and opportunities for career growth, contact Beth Gault at Artemis Human Capital or click ‘Apply’.