Financial Services Administrator

Posted 30 October 2025
Salary £28000.00 - £35000.00 per annum
LocationCounty Antrim
Job type Permanent
Discipline Financial Services
ReferenceBBBH423170_1761909914

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.

Financial administrator (pensions and investments) duties as follows:

  • Prepare Suitability Reports (new business)
  • Prepare client review reports (pre and post)
  • Prepare new business, including application forms and online provider systems
  • Chase ongoing cases/outstanding LOAs and TOAs
  • Place new plans on risk
  • Liaise with policy providers and their systems to obtain data/research
  • Ensure Compliance Procedures are adhered to at all times
  • Ensure Data Protection and Confidentiality policy is adhered to at all times
  • Ensure all compulsory, industry testing is completed within specified timescales
  • Provide general support to the team and undertake any other duties as requested

Administrative Duties

To provide administrative support to team as follows:

  • Provide general support to the team as a whole
  • Preparation of client meeting folders/documentation
  • Any other general administrative duties as required

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 - £35,000 (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.