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 teamLiaise with clients regarding queries, appointments, and documentationPrepare client-facing documents, including reports, valuations, and review packsManage and update client records and financial databases accuratelyAssist with compliance checks and ensuring documentation meets regulatory standardsCoordinate meetings, follow-up actions, and ensure timely service deliverySupport 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 environmentStrong understanding of financial products and platforms (ISAs, pensions, investments, etc.)Excellent organisational and communication skillsHigh attention to detail and ability to manage multiple prioritiesFamiliarity with CRM systems and financial planning softwareA 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 environmentOpportunities for professional development and progressionHybrid 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.