Job Description

Are you an experienced Financial Services Administrator with a background in Wealth Management or IFA support?

Brook Street Recruitment is working on behalf of our Belfast client who are seeking a highly organised and proactive individual to join our dynamic team and play a key role in delivering exceptional service to our clients and advisers.

As a Financial Services Administrator, you'll provide essential administrative support to our Financial Advisers, helping to ensure a smooth and efficient client experience. This is an excellent opportunity to join a professional, supportive environment where your expertise will be valued, and your contribution will make a real difference.

Key Responsibilities

• Provide day-to-day administrative support to Financial Advisers and the wider team
• Liaise with clients regarding queries, appointments, and documentation
• Prepare client-facing documents, including reports, valuations, and review packs
• Manage and update client records and financial databases accurately
• Assist with compliance checks and ensuring documentation meets regulatory standards
• Coordinate meetings, follow-up actions, and ensure timely service delivery
• Support the team with the ongoing servicing of client relationship
  

Essential Criteria

• Previous experience in a Financial Services Administrator role within a Wealth Management or IFA environment
• Strong understanding of financial products and platforms (ISAs, pensions, investments, etc.)
• Excellent organisational and communication skills
• High attention to detail and ability to manage multiple priorities
• Familiarity with CRM systems and financial planning software
• A professional, client-focused approach

Desirable Criteria

• Progress toward or completion of financial services qualifications

Benefits

• Competitive salary (£28,000 - £32,000, depending on experience)
• Supportive, team-oriented working environment
• Opportunities for professional development and progression
• Hybrid working options available (subject to role and experience)

If you're an experienced financial services administrator looking for a new challenge in a forward-thinking wealth management firm then please send your CV to Colleen Farquharson via the link

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