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 PlanningCash Flow ModellingInvestments & ProtectionEstate 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 businessDraft pre- and post-review client reportsProcess new business applications (paper & digital)Follow up on outstanding Letters/Transfers of AuthorityLiaise with providers for plan information and dataPlace new policies/plans on riskEnsure strict adherence to compliance, data protection and internal proceduresSupport with regulatory and industry testing requirementsProvide general administrative support to advisers and team membersOrganise 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) environmentSolid understanding of pensions and investmentsHigh proficiency in Microsoft Office (Word, Excel, Outlook)Strong attention to detail, organisational and analytical skillsKnowledge of data protection regulationsClear and professional communication - written and verbalAbility to follow processes and take initiative when needed

Desirable:

Experience using Xplan (or similar CRM/platform)

Your Personal Attributes

Proactive, organised, and detail-orientedAble to work independently and as part of a collaborative teamStrong multitasking abilities and time managementExcellent grammar, spelling, and written communication

Benefits

Competitive salary: £26,000 - £32,000 (based on experience)20 days annual leave plus statutory holidaysMarket-leading pension schemePrivate medical insuranceIncome protection and life coverFree on-site parking at both locationsSupportive, 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.