Financial Planning Administrator
Belfast City Centre
Salary up to £32,000 + Bonus (c.10%) + Excellent Benefits
Hybrid Working (3:2) after 6-month probation

A leading UK-wide Wealth Management firm is seeking an experienced Financial Planning Administrator to join their growing Belfast office.

This is an excellent opportunity to become part of a well-established and highly respected organisation with offices across the UK. The Belfast office is home to a thriving team, including a large Investment Management function of approximately 15-20 professionals, all based in modern, open-plan offices in the heart of the city.

The Role
You will work closely with a team of 4 Financial Planners and 2 Administrators, providing dedicated support to 2 Advisors. This structure allows you to build strong, long-term relationships with both the Advisors and their clients, becoming a key part of the client journey.

Key responsibilities include:

• Supporting Financial Planners with day-to-day administration
• Processing new business applications from start to finish
• Managing client documentation and maintaining accurate records
• Liaising with providers, clients, and internal teams
• Assisting with client reviews and ongoing servicing
• Ensuring compliance and regulatory standards are met

About You

• Previous experience in a Financial Planning or Wealth Management administration role is essential
• Proven experience processing new business
• Strong organisational skills and attention to detail
• Excellent communication skills, both written and verbal
• Ability to build effective relationships with Advisors and clients

What’s on Offer

• Salary up to £32,000
• Bonus of approximately 10% of salary
• Hybrid working (3 days in office, 2 from home) after probation
• Modern, collaborative working environment
• Strong team culture and career development opportunities
• Comprehensive benefits package