Financial Operations Specialist

2 days ago


Belfast, Ireland beBeeFinancial Full time €35,000 - €45,000

Job Title: Financial Operations Specialist

This is a fantastic opportunity for an experienced and organized professional to play a vital support role within a dynamic financial services environment.

  • Provide day-to-day administrative support to the financial planning team
  • Manage and update client records and financial documentation
  • Prepare reports, valuation summaries, and meeting packs for client reviews

The ideal candidate will have previous experience in an administrative role within a financial services or regulated environment and possess strong analytical skills and excellent communication abilities.

We offer opportunities to develop within financial services and work towards industry qualifications, as well as a supportive team culture and structured working environment.

Responsibilities:

  • Process new business applications, withdrawals, and other transactions efficiently
  • Liaise with providers to follow up on policy information and progress updates effectively
  • Monitor client pipelines and support the implementation of advice recommendations thoroughly
  • Ensure compliance and documentation standards are met across all files accurately

Requirements:

  • Previous experience in an administrative role within a financial services or regulated environment
  • Strong analytical skills and attention to detail
  • Excellent communication skills - both written and verbal

What We Offer:

  • Opportunities to develop within financial services and work towards industry qualifications
  • Supportive team culture and structured working environment
  • Professional development opportunities and a competitive salary

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