Client Administrator

Job Title: Investment Administrator

Location: Belfast

Salary: Up to £35,000

Ref: 9969

IFA administration experience is essential.

Recruit UK are supporting a well-established and reputable wealth management and financial planning firm known for delivering tailored investment advice and long-term support to clients. Their philosophy is built around people - both clients and staff - and they pride themselves on a collaborative, supportive working culture.

Due to internal progression, they are looking for an Client Administrator to join their Investment Management team in Belfast. In this role, you will work closely with Investment Managers, providing day-to-day administrative support and helping deliver a smooth and engaging client experience.

• Assist Investment Managers to ensure high-quality client outcomes
• Build and maintain positive client relationships
• Prepare client valuations, meeting documentation and support with new business proposals
• Keep client information and records accurate and up to date on internal systems
• Work with internal teams to process transfers, corporate actions and data updates

• Salary up to £35,000
• Private medical insurance, life assurance and pension scheme
• Hybrid working model (3 days office / 2 days home once trained)
• Generous holiday allowance, with the option to purchase additional days
• Support with professional development and qualifications (including Level 4 if desired)

• Previous experience in financial services, ideally within investment or wealth management
• Strong communication skills and a client-focused approach
• Excellent organisational skills and attention to detail
• Interest in working towards a Level 4 qualification is beneficial
• Understanding of investments and ISAs is an advantage

If you're looking to further your career in investment administration and would like to work in a collaborative, forward-thinking firm, we'd love to hear from you.