Financial Services Administrator
Posted 5 days ago
Job Viewed
Job Description
An Exciting 18-Month Graduate Programme in an Established Financial Service Business
Location: Belfast, hybrid (3 days per week in the office)
Start Date: 27 October 2025
Contract: Fully paid, fixed term for 18 months, with strong potential for permanent conversion
Over the course of 18 months, you will receive structured training, mentoring, and hands-on experience in client onboarding operations. You will work alongside experienced professionals from day one, take on meaningful responsibility, and build skills that enable progression into senior, specialist, or operational roles.
As a Financial Services Administrator, you will:
- Support the end-to-end onboarding of new clients, ensuring compliance and seamless process flow
- Engage with stakeholders internally to gather requirements, manage expectations, and drive onboarding readiness
- Prepare and maintain accurate documentation and records to regulatory and internal standards
- Resolve or escalate onboarding issues, delays, or risk points
- Contribute ideas to streamline onboarding processes and enhance efficiency
What We're Looking For:
- You might be a school leaver, recent graduate, early in your career, or looking for a change. You should bring:
- A Level or equivalent qualifications and GCSE Maths and English (Grade C or above) .
- Basic understanding of technology (i.e. Microsoft suite) .
- A high level of attention to detail and a strong focus on quality and experience following strict processes and requirements.
- Demonstrate an inquisitive nature, be inclined to investigate, identify issues and solve problems, and dig under the surface of challenges.
- Strong written and verbal communication skills.
- Ability to manage personal performance and willingness to take on board feedback.
Benefits:
- Work in a high-growth team that values your development and long-term career goals
- Gain early responsibility and direct exposure to client operations
- Build a solid foundation for a long-term career in professional services
- Alongside your starting salary, there will be a performance review every 6 months, with potential salary uplift at 12 months
- Paid-for training and ongoing development support through one-to-one coaching and access to our award-winning trainers
- Health cash plan
- Cycle to work scheme
Programme Benefits & Progression:
- Full pay as you undertake structured training in onboarding, compliance, stakeholder management, and process improvement
- Mentoring, coaching, and performance reviews every 6 months
- Opportunity to convert to a permanent role at the end of 18 months
- Clear progression routes: senior onboarding roles, operational leadership, or movement into compliance, risk, or transformation streams
If you think this fantastic opportunity is for you, please apply!
Interviewing from: 1st October 2025
Potential Start Date: 27th October 2025
Financial Services Administrator
Posted 18 days ago
Job Viewed
Job Description
An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator , you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 – £40,000.
You Will Be Responsible For:
- Leading, mentoring, and developing the client support team.
- Allocating and monitoring workloads to ensure deadlines are achieved.
- Managing complex or high-priority client administration tasks directly.
- Overseeing onboarding, annual reviews, and day-to-day service delivery.
- Acting as the main operational point of contact between advisers and paraplanners.
- Monitoring workflow and addressing bottlenecks before they escalate.
- Maintaining compliance and ensuring quality standards are met.
- Driving continuous improvement across systems and processes.
- (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
- Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
- At least 2 years of experience in financial services
- A strong background in financial services administration (pensions, investments, insurance, or wealth management).
- Proven ability to lead teams and manage multiple priorities effectively.
- Excellent attention to detail and accuracy in all tasks.
- Strong organisational skills and effective communication.
What’s on Offer:
- Competitive salary
- Generous holiday entitlement.
- Professional development and qualification support.
- Company pension and wellbeing initiatives.
- Enhanced family leave policies.
- Additional leave and regular company events.
- Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Financial Services Administrator
Posted today
Job Viewed
Job Description
An Exciting 18-Month Graduate Programme in an Established Financial Service Business
Location: Belfast, hybrid (3 days per week in the office)
Start Date: 27 October 2025
Contract: Fully paid, fixed term for 18 months, with strong potential for permanent conversion
Over the course of 18 months, you will receive structured training, mentoring, and hands-on experience in client onboarding operations. You will work alongside experienced professionals from day one, take on meaningful responsibility, and build skills that enable progression into senior, specialist, or operational roles.
As a Financial Services Administrator, you will:
- Support the end-to-end onboarding of new clients, ensuring compliance and seamless process flow
- Engage with stakeholders internally to gather requirements, manage expectations, and drive onboarding readiness
- Prepare and maintain accurate documentation and records to regulatory and internal standards
- Resolve or escalate onboarding issues, delays, or risk points
- Contribute ideas to streamline onboarding processes and enhance efficiency
What We're Looking For:
- You might be a school leaver, recent graduate, early in your career, or looking for a change. You should bring:
- A Level or equivalent qualifications and GCSE Maths and English (Grade C or above) .
- Basic understanding of technology (i.e. Microsoft suite) .
- A high level of attention to detail and a strong focus on quality and experience following strict processes and requirements.
- Demonstrate an inquisitive nature, be inclined to investigate, identify issues and solve problems, and dig under the surface of challenges.
- Strong written and verbal communication skills.
- Ability to manage personal performance and willingness to take on board feedback.
Benefits:
- Work in a high-growth team that values your development and long-term career goals
- Gain early responsibility and direct exposure to client operations
- Build a solid foundation for a long-term career in professional services
- Alongside your starting salary, there will be a performance review every 6 months, with potential salary uplift at 12 months
- Paid-for training and ongoing development support through one-to-one coaching and access to our award-winning trainers
- Health cash plan
- Cycle to work scheme
Programme Benefits & Progression:
- Full pay as you undertake structured training in onboarding, compliance, stakeholder management, and process improvement
- Mentoring, coaching, and performance reviews every 6 months
- Opportunity to convert to a permanent role at the end of 18 months
- Clear progression routes: senior onboarding roles, operational leadership, or movement into compliance, risk, or transformation streams
If you think this fantastic opportunity is for you, please apply!
Interviewing from: 1st October 2025
Potential Start Date: 27th October 2025
Financial Services Administrator
Posted today
Job Viewed
Job Description
An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator , you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 – £40,000.
You Will Be Responsible For:
- Leading, mentoring, and developing the client support team.
- Allocating and monitoring workloads to ensure deadlines are achieved.
- Managing complex or high-priority client administration tasks directly.
- Overseeing onboarding, annual reviews, and day-to-day service delivery.
- Acting as the main operational point of contact between advisers and paraplanners.
- Monitoring workflow and addressing bottlenecks before they escalate.
- Maintaining compliance and ensuring quality standards are met.
- Driving continuous improvement across systems and processes.
- (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
- Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
- At least 2 years of experience in financial services
- A strong background in financial services administration (pensions, investments, insurance, or wealth management).
- Proven ability to lead teams and manage multiple priorities effectively.
- Excellent attention to detail and accuracy in all tasks.
- Strong organisational skills and effective communication.
What’s on Offer:
- Competitive salary
- Generous holiday entitlement.
- Professional development and qualification support.
- Company pension and wellbeing initiatives.
- Enhanced family leave policies.
- Additional leave and regular company events.
- Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Complaints Handler - Financial Services
Posted today
Job Viewed
Job Description
Complaints Handler – Banking & Financial Services (Remote)
Teleperformance certified as great place to work UK in 2025! . At Teleperformance, we deliver an outstanding customer experience, at every single opportunity, as a result of our commitment, passion and dedication to excellence.
Due to our success we have exciting opportunities in our Banking and Financial Service sector – You must be able to evidence at least 1 years previous experience in Complaints Handling in Financial Services within an FCA Regulated environment.
Start Dates : Nov 2025
- Salary : £29,452.80 per annum
- Location : Work From Home
- Shifts : Full Time 8am-8pm Mon-Fri (Saturday shifts may be required)
- Training : 2 weeks then 2 weeks Grad Bay
- Contract : Permanent
- Background Checking :
- Right to Work in the UK
- Criminal Record Check
- Credit Check
- Any other associated checks
Values we look for you to have:
- Process Excellence- Doing things well means something to you and you will always strive to improve on your work.
- Collaboration - You enjoy working with others and you like working as a team player.
- Communication- You can speak and write clearly and in a confident manner.
- Emotional Intelligence - You possess the ability to be emotionally intelligent meaning you are able to empathise, be kind and be good with others.
- Open-Mindedness- You are able to be open to different ways of thinking and new ideas.
- Critical Thinking- You are able to think logically when making decisions.
- Solution Orientation- Having a forward thinking mindset focused on resolving challenges.
- Entrepreneurship- Taking ownership, not being afraid to take on new tasks, develop and have a self-driven mindset.
Job Profile Summary
A highly motivated individual who delivers on customer promises and consistently demonstrates and maintains strong knowledge of different products, policies and procedures within work streams. Able to work flexibly across different work streams including responding to medium complex/regulated complaints.
Main responsibilities include thorough investigation of end to end complaints. Management and resolution of customer complaints, to ensure the appropriate customer outcome is reached in line with company and the Financial Conduct Authority processes and standards.
To provide best in class customer service through excellent communication skills, both verbally and in writing.
Job Description
· Manage, investigate and progress multiple complaints through to resolution.
· Acknowledge and resolve complaints within set timeframes, as defined by the company and FCA, both via telephone and in writing
· Proactive prioritisation and management of own allocated workload.
· Investigate root cause of complaint and gather information from relevant teams or stakeholders
· A confident communicator who can maintain an empathetic approach whilst adhering to company policy and procedures
· Regular communication with our customers, both in writing and by telephone, to gather information, address issues, concerns and objections and notify of complaint outcome
· Demonstrate knowledge and awareness of compliance requirements and take responsibility for adherence to regulatory and compliance controls and quality assurance
· Provide feedback, where appropriate, in line with continuous improvement culture
· Ensure compliance with legal and industry regulations, organisational policies and professional codes of conduct
· Maintain and develop own technical knowledge and expertise.
Main Job Requirements
· Minimum 12 months experience of complaint handling in financial sevices is essential
· Excellent telephone manner, with the ability to build rapport with the customer to ensure they feel supported, receive best in class service at every touchpoint and have a clear understanding of next steps
· Can demonstrate the ability to construct clear and concise written communications, using correct spelling and grammar
· Is able to demonstrate experience in complex, regulated customer service environment.
· Can confidently manage assigned workloads
· Able to prioritise workloads to meet targets and timelines
· Objection handling whilst remaining professional
Disclaimer Please be vigilant against job scams. Teleperformance will never contact you about anything other than your application through our official channels - UK phone number, text or Teleperformance or talent.icims email address. . If you receive any suspicious communications claiming to be from Teleperformance, please disregard them and report the incident to our team. Your security is our priority.
Disclaimer Please note, only candidates who meet specific language proficiency scores will be able to proceed on this campaign, this supersedes any other pass mark you may receive. Where you pass the assessment but not the above requirements we will endeavour to find other suitable roles for you however this may not be possible, in this instance we reserve the right to reject your application.
Complaints Handler - Financial Services
Posted today
Job Viewed
Job Description
Complaints Handler – Banking & Financial Services (Remote)
Teleperformance certified as great place to work UK in 2025! . At Teleperformance, we deliver an outstanding customer experience, at every single opportunity, as a result of our commitment, passion and dedication to excellence.
Due to our success we have exciting opportunities in our Banking and Financial Service sector – You must be able to evidence at least 1 years previous experience in Complaints Handling in Financial Services within an FCA Regulated environment.
Start Dates : Nov 2025
- Salary : £29,452.80 per annum
- Location : Work From Home
- Shifts : Full Time 8am-8pm Mon-Fri (Saturday shifts may be required)
- Training : 2 weeks then 2 weeks Grad Bay
- Contract : Permanent
- Background Checking :
- Right to Work in the UK
- Criminal Record Check
- Credit Check
- Any other associated checks
Values we look for you to have:
- Process Excellence- Doing things well means something to you and you will always strive to improve on your work.
- Collaboration - You enjoy working with others and you like working as a team player.
- Communication- You can speak and write clearly and in a confident manner.
- Emotional Intelligence - You possess the ability to be emotionally intelligent meaning you are able to empathise, be kind and be good with others.
- Open-Mindedness- You are able to be open to different ways of thinking and new ideas.
- Critical Thinking- You are able to think logically when making decisions.
- Solution Orientation- Having a forward thinking mindset focused on resolving challenges.
- Entrepreneurship- Taking ownership, not being afraid to take on new tasks, develop and have a self-driven mindset.
Job Profile Summary
A highly motivated individual who delivers on customer promises and consistently demonstrates and maintains strong knowledge of different products, policies and procedures within work streams. Able to work flexibly across different work streams including responding to medium complex/regulated complaints.
Main responsibilities include thorough investigation of end to end complaints. Management and resolution of customer complaints, to ensure the appropriate customer outcome is reached in line with company and the Financial Conduct Authority processes and standards.
To provide best in class customer service through excellent communication skills, both verbally and in writing.
Job Description
· Manage, investigate and progress multiple complaints through to resolution.
· Acknowledge and resolve complaints within set timeframes, as defined by the company and FCA, both via telephone and in writing
· Proactive prioritisation and management of own allocated workload.
· Investigate root cause of complaint and gather information from relevant teams or stakeholders
· A confident communicator who can maintain an empathetic approach whilst adhering to company policy and procedures
· Regular communication with our customers, both in writing and by telephone, to gather information, address issues, concerns and objections and notify of complaint outcome
· Demonstrate knowledge and awareness of compliance requirements and take responsibility for adherence to regulatory and compliance controls and quality assurance
· Provide feedback, where appropriate, in line with continuous improvement culture
· Ensure compliance with legal and industry regulations, organisational policies and professional codes of conduct
· Maintain and develop own technical knowledge and expertise.
Main Job Requirements
· Minimum 12 months experience of complaint handling in financial sevices is essential
· Excellent telephone manner, with the ability to build rapport with the customer to ensure they feel supported, receive best in class service at every touchpoint and have a clear understanding of next steps
· Can demonstrate the ability to construct clear and concise written communications, using correct spelling and grammar
· Is able to demonstrate experience in complex, regulated customer service environment.
· Can confidently manage assigned workloads
· Able to prioritise workloads to meet targets and timelines
· Objection handling whilst remaining professional
Disclaimer Please be vigilant against job scams. Teleperformance will never contact you about anything other than your application through our official channels - UK phone number, text or Teleperformance or talent.icims email address. . If you receive any suspicious communications claiming to be from Teleperformance, please disregard them and report the incident to our team. Your security is our priority.
Disclaimer Please note, only candidates who meet specific language proficiency scores will be able to proceed on this campaign, this supersedes any other pass mark you may receive. Where you pass the assessment but not the above requirements we will endeavour to find other suitable roles for you however this may not be possible, in this instance we reserve the right to reject your application.
Complaints Handler - Financial Services
Posted today
Job Viewed
Job Description
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Senior Strategy Consultant - Financial Services
Posted 3 days ago
Job Viewed
Job Description
- Lead client engagements, managing project teams to deliver strategic insights and actionable recommendations for financial services firms.
- Conduct in-depth market analysis, competitive intelligence gathering, and trend forecasting within the banking, insurance, and investment management sectors.
- Develop comprehensive business strategies, including growth strategies, M&A recommendations, digital roadmaps, and operational improvement plans.
- Facilitate workshops and high-level meetings with C-suite executives, board members, and key influencers to gather insights and build consensus.
- Analyze complex financial data and business performance metrics to identify key drivers of success and areas for improvement.
- Develop compelling business cases and financial models to support strategic initiatives and investment decisions.
- Oversee the preparation of high-quality client deliverables, including reports, presentations, and implementation roadmaps.
- Mentor and develop junior consultants, fostering their growth and ensuring project quality.
- Contribute to the firm's intellectual capital development within the financial services domain.
- A Master's degree in Business Administration (MBA), Finance, Economics, or a related field from a top-tier institution.
- A minimum of 8 years of relevant experience, with a significant portion in management consulting focused on the financial services industry, or in a strategic role within a major financial institution.
- Demonstrated expertise in at least one sub-sector of financial services (e.g., retail banking, investment banking, asset management, insurance).
- Strong understanding of industry trends, regulatory landscape, and key strategic challenges facing financial services firms.
- Exceptional analytical, quantitative, and problem-solving skills, with the ability to structure complex problems.
- Superior communication, presentation, and stakeholder management skills, with a proven ability to influence senior executives.
- Proven experience in leading project teams and managing client relationships.
- Strong project management capabilities and experience working in demanding, client-facing environments.
Programme Manager, Financial Services Transformation
Posted 3 days ago
Job Viewed
Job Description
Key Responsibilities:
- Lead and manage multiple strategic transformation programmes within financial services.
- Define programme objectives, scope, governance, and key performance indicators (KPIs).
- Develop and maintain comprehensive programme plans, including budgets, timelines, and resource allocation.
- Oversee the execution of multiple projects within the programme, ensuring alignment and successful delivery.
- Manage programme risks, issues, and dependencies proactively across the portfolio.
- Engage and communicate effectively with senior stakeholders, sponsors, and project teams.
- Ensure benefits realisation and track the achievement of strategic business outcomes.
- Champion programme management best practices, methodologies, and standards.
- Facilitate change management and ensure effective adoption of new processes and systems.
- Provide strong leadership and direction to programme management offices (PMOs) and project managers.
Qualifications:
- Extensive experience in Programme Management, with a proven track record of delivering complex transformation programmes, preferably in financial services.
- Strong understanding of programme governance, risk management, and financial control.
- Exceptional stakeholder management, communication, and influencing skills, with experience engaging senior executives.
- Proficiency in programme management tools and methodologies (e.g., PRINCE2, MSP, Agile at scale).
- Demonstrated ability to lead and mentor multi-disciplinary teams.
- Strategic thinking and the ability to align programmes with organisational objectives.
- A relevant Master's degree or equivalent professional qualification.
- Experience working in a hybrid remote and in-office environment.
This high-impact hybrid role is based in Belfast, Northern Ireland, UK .
Management Consultant - Financial Services Strategy
Posted 3 days ago
Job Viewed
Job Description
Responsibilities:
- Develop and deliver strategic advice to clients within the financial services sector (banking, insurance, asset management).
- Conduct in-depth market analysis, competitive benchmarking, and feasibility studies.
- Design and articulate strategic roadmaps for business growth, innovation, and digital transformation.
- Advise on regulatory changes and their impact on financial institutions' business models.
- Identify opportunities for operational improvement and cost optimisation.
- Lead client workshops, interviews, and data gathering activities.
- Develop compelling business cases and financial models to support strategic recommendations.
- Manage project teams and ensure timely delivery of high-quality project outcomes.
- Build and maintain strong, trusted relationships with senior client stakeholders.
- Contribute to the firm's thought leadership and business development efforts within the financial services practice.
- Master's degree in Business, Finance, Economics, or a related quantitative field.
- Substantial experience in management consulting, with a proven focus on the financial services industry.
- Deep understanding of key trends, challenges, and regulatory landscape in financial services.
- Demonstrated experience in developing and implementing business strategy, digital transformation, or operational improvement initiatives.
- Exceptional analytical, problem-solving, and critical thinking skills.
- Strong financial modelling and data analysis capabilities.
- Excellent presentation, communication, and interpersonal skills.
- Proven ability to lead project teams and manage client relationships effectively.
- Familiarity with project management methodologies.
- Flexibility to travel to client sites as needed.