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Job description

We're looking for a Financial Services Administrator to join our collaborative and friendly team. The candidate must have a proven experience supporting financial advisers in an IFA environment. This is a fantastic opportunity for someone who thrives in a busy IFA environment, values precision, and enjoys supporting clients and advisers.

Responsibilities

• Support financial advisers, paraplanners, and the wider team to deliver excellent client outcomes
• Communicate with clients to request information and provide timely updates
• Accurately process new business and client servicing transactions using provider systems
• Prepare annual review packs and manage ongoing service requests
• Maintain accurate client records using Intelligent Office and provider platforms
• Liaise with providers to ensure smooth and efficient service delivery
• Contribute to team meetings and continuous improvement initiatives
• Ensure all work complies with FCA regulations and internal quality standards

Skills and Qualifications

Essential Skills

• Proven experience supporting financial advisers in an IFA environment (essential)
• Strong knowledge of financial products (pensions, GIAs, ISAs, bonds, protection etc.)
• Excellent attention to detail and organisational skills
• Strong communication and relationship-building abilities
• High level of accuracy in literacy and numeracy
• Ability to manage workload independently and meet deadlines
• Proficiency in Microsoft Office and provider platforms
• A proactive, team-oriented mindset with a willingness to learn

Desirable Skills

• Familiarity with Intelligent Office (desirable)
• Experience working with high-net-worth clients

Further Information

Kerr Henderson is a well-established, independent financial advice firm with over 60 years of experience. We are proud to be recognised as an FT Adviser Top 100 Firm and hold Chartered Firm status from the CII - demonstrating our commitment to professionalism, ethics, and delivering exceptional client outcomes. What We Offer - Competitive salary £28,000-£32,000 depending on experience - Hybrid working 3 days in our Belfast office, 2 days from home - 25 days annual leave plus statutory holidays - 5% pension contribution - 4x death-in-service cover - Private medical insurance - Income protection - Supportive and collaborative team culture - Free on-site parking - Ongoing training and development opportunities