Financial Administrator

Excellent opportunity for an Administrator for a Financial Services Firm

  • £0 - £25k
  • Belfast (BT5)
  • Permanent Full-Time

Financial Administrator

Belfast (BT5)

Salary Neg – DOE


McKinty Associates are working with a professional Financial Planning firm who have a requirement for a Financial Administrator to join their growing team.

This is an exciting opportunity for an experienced professional to become a vital part of the financial planning process by supporting a successful business and HNW clientele.


Main duties will include:

  • Providing Administration support to the Financial Adviser
  • Diary management
  • Managing the preparation of Client Financial Plans and Suitability Reports
  • Supporting in research and analysis to meet clients’ needs
  • Research and analysis of financial products and services
  • Analyse and interpret financial information and creating reports
  • Developing and maintaining internal relationships
  • Submission of new business applications, monitoring through to completion
  • Ensuring all FCA related and other regulatory compliance standards are met
  • Relevant ad hoc duties as required


Essential eligibility criteria:

  • Excellent report writing skills
  • Good numeracy skills
  • Previous experience within an IFA/regulated environment (Min 2 years)
  • Strong academic record
  • Understanding of the full financial planning & corporate advice process
  • Computer literate – including strong Microsoft Excel & Word skills
  • Detailed and accurate
  • Ability to manage deadlines and workload
  • Ability to work independently and in a team


The ideal candidate for this role will be a highly technical and qualified individual who can offer skills in addition to the existing team and provide clients with a positive and professional experience.


To apply for this role please forward your CV ASAP to Paul Coulter at or Tel me on 078 0384 3023 to discuss further.


Applications for this role will be considered immediately with a view to placing the right individual ASAP, so please register your interest early. Please note, the opening may close in advance of advertised closing date – this is a guideline only.

Please fill out the simple form if you would like to apply for this role.

To apply for this role please forward your CV to Paul Coulter at or tel on 07803843023 to discuss further.