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Financial Services Administrator / Client Services Executive

Davy GroupBelfast, Northern Ireland, United Kingdom
On-site Full-time

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Experience Level

Experience

Qualifications

QualificationsProven experience in financial services administration or client services. Strong organizational skills and attention to detail. Excellent communication skills, both written and verbal. Ability to work collaboratively within a team environment. Familiarity with compliance and regulatory frameworks. Proficiency in using financial software and Microsoft Office Suite.

About the job

About Davy Group

Davy Group has served clients for over a century, building a reputation in wealth and capital management across Ireland. With roots dating back to 1926, the firm supports high-net-worth individuals, self-directed investors, small and medium businesses, credit unions, corporations, and institutional investors both locally and internationally.

The company values client success, unity, and a commitment to building a lasting legacy. Over 900 professionals work together at Davy, with a focus on collaboration, continuous learning, and personal growth.

Role Overview: Financial Services Administrator / Client Services Executive

This position sits within the Belfast Servicing Team. It suits an experienced Financial Services Administrator ready to contribute to a forward-looking wealth management business. The role involves supporting both clients and internal teams, ensuring high standards of service and compliance.

Main Responsibilities

  • Deliver administration and client service support to the POD and Wealth Managers.
  • Organize client annual reviews, including preparation of meeting packs, valuations, and related documentation.
  • Review compliance documentation for quality, and notify advisers about issues needing attention or updates.
  • Work closely with the team to ensure agreed actions from client meetings are completed promptly and accurately.
  • Coordinate with Dublin-based back-office teams and third-party providers to process client data amendments, payments, and income requests efficiently.
  • Communicate directly with clients to verify requests.
  • Handle requests from legal professionals, maintaining strict compliance during the administration of deceased estates.
  • Manage and track Letters of Authority within set deadlines to support smooth client transitions to Davy.
  • Keep client records accurate and up to date across Davy systems and other provider platforms.
  • Proactively look for ways to improve quality, service delivery, and operational efficiency.
  • Follow all regulatory requirements and compliance processes set by the firm.

Location

Belfast, Northern Ireland, United Kingdom

About Davy Group

Davy is a prestigious firm established in 1926, recognized for its exceptional service in wealth management. We pride ourselves on our talented team and a culture that encourages innovation and collaboration. Our mission is to deliver outstanding outcomes for our clients, ensuring their financial success.

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