Financial Services Administrator 07/25

Davy provides a comprehensive range of financial planning and investment management services for our clients in Northern Ireland. Davy Private Clients was established in Belfast in 2007 and manages assets for clients in Northern Ireland through our team of dedicated and experienced financial planning advisers and investment professionals. Private Clients UK is part of the Davy Group, for more information on our business please visit our website www.davy.ie or www.davyprivateclients.co.uk

We value our employees as much as our clients, and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.

Our city centre location, free access to our onsite gym, and impressive social calendar are just some of the unique benefits our employees enjoy while working at Davy.

Performance related bonuses, generous pension contributions and investment in your further education demonstrate the value we place in developing and rewarding our staff.

An opportunity has arisen for a Financial Administrator to join our team in Belfast.

Key responsibilities of this position will include:

• Provide administration and client relationship support to the Wealth Management & Financial Advisory Team
• Compile pre-meeting information from internal and external sources
• Completing, checking and submitting client reports and take on documentation,
• Process new business and client instructions in a timely manner
• Liaise with Advisers and management to ensure effective and compliant delivery of allocated duties
• Compile and maintain records to support research undertaken and solutions provided, and update client records as required within the DAVY system
• Ensure timely delivery of key features, illustrations and other mandatory documentation within agreed timescales
• Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings and to service existing clients;
• Prepare timely, accurate information and documentation to ensure client reviews and valuations are delivered in line with agreed service schedules
• Support the ongoing client relationship with Davy, in conjunction with the Adviser and administration staff;
• General administrative duties within the Wealth Management and Financial Advisory businesses.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role

• A minimum of 2 years’ experience working in the Financial Services sector;
• An excellent working knowledge of MS Office and a good telephone manner;
• A flexible attitude and a proven record as a strong team player;
• Strong client focus;
• Demonstrable knowledge and understanding of financial planning products, services and issues, in particular in the areas of investment, pensions and protection products and the tax implications of such products;
• Relevant knowledge of the UK regulatory framework;
• Very strong communication and presentation skills;
• Analytical and research skills;
• Effective time and caseload management capabilities.

By joining Davy, you will be part of a supportive and collaborative work environment. We actively promote health and well-being by offering excellent benefits and an on-site gym and subsidised fitness classes in Belfast for all employees. In addition we have on site Mental Health First Aiders, our people our are biggest asset and we will look after you. Our state of the art offices are centrally located in Donegall Square and within walking distance to all transport links. At Davy you will enjoy a very challenging and rewarding career. We offer a hybrid working model and welcome the opportunity to split your working week once you are fully competent in the role.

Equal Opportunities

Davy wishes to ensure equal opportunity is given to all job applicants. This company will not discriminate on the grounds of race, gender (including gender reassignment status), sexual orientation, religious belief, political opinion, marital status, age or disability..

Davy Group is a member of the Bank of Ireland Group.