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Wealth Management / Financial Services Administrator

  • Location:

    Belfast

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £28000.00 - £29000.00 per annum

  • Contact:

    Colleen Farquharson

  • Contact email:

    [email protected]

  • Job ref:

    BBBH415299_1750857904

  • Published:

    6 days ago

  • Expiry date:

    25/07/2025

  • Startdate:

    ASAP

Job Description


Are you an experienced administrator with a background in wealth management and new business processing?

Our client in Belfast city centre is a dynamic financial services company and they are looking to hire a Business Services Administrator to join their team and play a key role in supporting their growing client portfolio.

Our client is a very reputable financial services firm committed to delivering exceptional wealth management solutions. Their team values precision, professionalism, and proactive client service.

Key Responsibilities:

  • The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
  • Preparation of investment presentations and collation of documentation for client meetings.
  • Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
  • Auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
  • Manage and process new business applications efficiently and accurately
  • Support wealth management operations with administrative tasks
  • Liaise with clients, advisors, and internal teams to ensure seamless service delivery
  • Maintain and update client records and documentation
  • Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for clients
  • Assist with compliance and regulatory requirements related to new business processing


Criteria

  • Proven experience in wealth management administration
  • Strong knowledge of new business processing within financial services
  • Excellent organisational and communication skills
  • Detail-oriented with a commitment to accuracy
  • A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
  • Ability to work independently and as part of a team


Benefits

  • Opportunity to work in a supportive and professional environment
  • Career development and training opportunities
  • Competitive salary and benefits package

If you have the expertise and drive to excel in this role, we want to hear from you - Please send your CV to Colleen Farquharson via the apply link

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

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