Financial Services Administrator

New Today

Brook Street Recruitment is partnering with a highly regarded Wealth Management firm in Belfast to recruit an experienced Financial Services Administrator.
This is an excellent opportunity to join a professional, client-focused environment where your expertise will directly support Wealth Managers and enhance client outcomes.

The Opportunity
You will play a central role in delivering high-quality administrative and client servicing support, ensuring a seamless experience for clients and advisers alike. This position suits a detail-oriented professional who thrives in a fast-paced, regulated environment and takes pride in delivering exceptional service.

Key Responsibilities
Provide proactive administrative and client servicing support to Wealth Managers and the wider team
Coordinate client annual reviews, preparing comprehensive meeting packs, valuations, and supporting documentation
Review compliance documentation, identifying gaps and ensuring adherence to regulatory standards
Collaborate with internal teams and external providers to implement client instructions accurately and efficiently
Liaise with back-office teams (including Dublin-based operations) to manage data updates, payments, and income processing
Conduct client call-backs to verify and action requests in line with compliance procedures
Handle sensitive processes such as deceased client administration with professionalism and strict regulatory adherence
Manage and track Letters of Authority within tight deadlines to ensure smooth client transitions
Maintain accurate, up-to-date records across all internal and third-party systems
Contribute to continuous improvement of processes, service delivery, and operational efficiency
Ensure full compliance with regulatory requirements and internal procedures

About You
Minimum of 2 years' experience within financial services, ideally in a wealth management or financial planning environment
Strong understanding of financial products, including investments, pensions, and protection, along with associated tax considerations
Working knowledge of the UK regulatory framework
Excellent organisational skills with the ability to manage multiple priorities and deadlines
Strong attention to detail and a commitment to accuracy and quality
Confident communicator with a professional telephone manner and client-focused approach
Proficient in Microsoft Office applications
A collaborative team player with a flexible, proactive mindset

What's on Offer
Competitive salary, tailored to your experience
Opportunity to work within a respected wealth management firm
Supportive team environment with exposure to a broad range of financial planning activities
Clear scope to develop your expertise and progress your career

Working Hours
Monday to Friday, standard office hours (Belfast city centre location)
If you are an experienced Financial Services Administrator looking to take the next step in your career, we'd love to hear from you.

Apply now by submitting your CV via the link.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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Location:
Belfast
Salary:
not provided
Job Type:
FullTime
Category:
Finance

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