We’re growing and want you to be a part of our journey.

Client Services Support Administrator

We are looking for an experienced and self-motivated team member to support our establishment of a Belfast hub. As Client Services Support, you will provide an exceptional client experience, working closely with clients, consultants & paraplanners from onboarding and throughout the client journey ensuring processes are correctly followed, all data is correct, and client records are compliant.  

This role is based in our Belfast City Centre office with hybrid workstyle.

Role and Responsibilities

• Manage individual workflow tasks, meeting client and team expectations and internal deadlines (SLAs)

• Onboarding new clients

• Administration and new business processing for Wrap platform and non-platform clients, submitting a variety of financial products:  ISAs, GIAs, pensions, bonds, structured notes, EIS and VCTs

• Process client trades on platforms

• Prepare annual review packs for client meetings and monitor and take action to ensure all annual reviews are completed and recorded in line with SLAs

• Cash Balance Monitoring

• Deal with client correspondence / post, portal and general queries

• Accurately record client plans and fees on Intelliflo and platforms

• Build and maintain strong working relationships with clients, teams members and line manager

• Provide additional support to team as required

• Check all compliance documentation is present

• Monitor consultant remuneration.

• Support project work as required

• Demonstrate a sound understanding of Isio policy and procedures

• Undertake appropriate professional development and training

• Comply with FCA regulations

• Comply with the relevant Compliance, T&C and anti-Money Laundering Procedures of the firm

• Keep up to date with all relevant product, legislative or technical changes.

Key Skills & Experience

Essential

• Previous experience in an IFA / wealth environment

• Interpersonal – team working and communicating with clients

• Previous experience processing new business and client trades on platforms, ideally using Intelliflo

• Able to liaise with clients confidently by telephone and email

• Proactive, willing to continue to develop, enthusiastic

• Highly organised, methodical, disciplined and meticulous

• Ability to prioritise workload and work to deadlines

• Computer literate (Word, Excel, PowerPoint, Outlook)

Desirable

• Knowledge of platform providers e.g. Aberdeen Wrap, Aviva,

• Knowledge of Intelliflo portal - PFP

• Knowledge of DFMs: Brewin Dolphin, Investec, Charles Stanley

• Knowledge of Investment products e.g. DFMs, model portfolios, Structured notes, ISAs, GIAs, EISs and VCTs

• Knowledge of personal and group pensions, SIPPs and SSAS

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.

• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.

• Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.

• People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

Why Join Isio

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.

We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team.  We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.

Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits

About Isio

A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.

Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.

Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us hrrecruitment@ISIO.com