Job Description

Are you an experienced Financial Services Administrator looking to join a forward-thinking, client-focused financial planning firm? If you have a passion for providing exceptional support in pensions and investments, then Brook Street want to hear from you.

We are currently recruiting for a well-established financial planning who firm has built a strong reputation across Northern Ireland for delivering high-quality, tailored advice to personal and corporate clients. With a consistent track record of top-rated client feedback and industry recognition, they specialise in:

• Retirement Planning
• Cash Flow Modelling
• Investments & Protection
• Estate Planning
  

Their mission is simple: to help clients take control of their financial future through clear, proactive and expert guidance at every life stage.

The Role
As a Financial Services Administrator, you will play a vital role in supporting the advisory team by ensuring clients receive a seamless and efficient service. You'll be based on-site, working flexibly across two locations: Belfast and Ballymena. The Ballymena site will only require one day per week.

Key Responsibilities

• Prepare Suitability Reports for new business
• Draft pre- and post-review client reports
• Process new business applications (paper & digital)
• Follow up on outstanding Letters/Transfers of Authority
• Liaise with providers for plan information and data
• Place new policies/plans on risk
• Ensure strict adherence to compliance, data protection and internal procedures
• Support with regulatory and industry testing requirements
• Provide general administrative support to advisers and team members
• Organise client meeting documentation and maintain client records

Essential Criteria

• Minimum of 2 year's experience working in an administrative role within an Independent Financial Adviser (IFA) environment
• Solid understanding of pensions and investments
• High proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong attention to detail, organisational and analytical skills
• Knowledge of data protection regulations
• Clear and professional communication - written and verbal
• Ability to follow processes and take initiative when needed

Desirable:

• Experience using Xplan (or similar CRM/platform)

Your Personal Attributes

• Proactive, organised, and detail-oriented
• Able to work independently and as part of a collaborative team
• Strong multitasking abilities and time management
• Excellent grammar, spelling, and written communication

Benefits

• Competitive salary: £26,000 - £32,000 (based on experience)
• 20 days annual leave plus statutory holidays
• Market-leading pension scheme
• Private medical insurance
• Income protection and life cover
• Free on-site parking at both locations
• Supportive, people-first working environment with a strong team culture

If you're ready to bring your financial services experience to a firm that truly values its team and clients, apply today - click on the link and send the CV to Colleen Farquharson

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