Job Description

Brook Street (UK) Ltd is pleased to be recruiting on behalf of a well-established and growing financial planning and investment firm for the position of Financial Services Administrator, based in their Belfast office.
This is a specialist role providing key administrative support to Financial Advisers and the wider team, and it requires previous experience within the financial services sector. The successful candidate will play a vital part in supporting high-net-worth clients and helping to maintain exceptional service standards in a dynamic and professional environment.

Please note: This is not a general administration position. Applicants must have proven experience in the financial services industry within an IFA or wealth management environment.

Key Responsibilities:

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  Provide administrative support to Financial Advisers and Paraplanners to ensure seamless client service.
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  Handle client communications professionally, including gathering documentation and delivering updates.
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  Process new business and ongoing transactions accurately using provider platforms.
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  Prepare client annual review packs and assist with ongoing service requirements.
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  Maintain and update client records via Intelligent Office and other platforms.
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  Liaise with product providers to ensure efficient processing and issue resolution.
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  Participate in team meetings and contribute to service and process improvement initiatives.
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  Ensure compliance with FCA regulations and company procedures at all times.
  
  

Criteria

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  Essential: Previous experience supporting Financial Advisers in an IFA or wealth management setting.
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  Strong understanding of financial products including pensions, ISAs, GIAs, bonds, and protection policies.
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  Experience working with high-net-worth clients.
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  Familiarity with Intelligent Office (desirable).
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  High level of accuracy and attention to detail.
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  Strong interpersonal and communication skills.
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  Excellent organisational skills with the ability to manage a busy workload and meet deadlines.
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  Proficiency in Microsoft Office and provider platforms.
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  A collaborative, proactive attitude and a commitment to delivering excellent client outcomes.

Why Apply?

This is an excellent opportunity to join a respected firm where your industry experience will be highly valued. You'll gain valuable exposure to the advisory process while playing a central role in servicing prestigious clients.

Please send your CV to Colleen Farquharson via the link

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.