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 Planning
* Cash Flow Modelling
* Investments & Protection
* Estate 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 business
* Draft pre- and post-review client reports
* Process new business applications (paper & digital)
* Follow up on outstanding Letters/Transfers of Authority
* Liaise with providers for plan information and data
* Place new policies/plans on risk
* Ensure strict adherence to compliance, data protection and internal procedures
* Support with regulatory and industry testing requirements
* Provide general administrative support to advisers and team members
* Organise 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) environment
* Solid understanding of pensions and investments
* High proficiency in Microsoft Office (Word, Excel, Outlook)
* Strong attention to detail, organisational and analytical skills
* Knowledge of data protection regulations
* Clear and professional communication - written and verbal
* Ability to follow processes and take initiative when needed
Desirable:
* Experience using Xplan (or similar CRM/platform)
Your Personal Attributes
* Proactive, organised, and detail-oriented
* Able to work independently and as part of a collaborative team
* Strong multitasking abilities and time management
* Excellent grammar, spelling, and written communication
Benefits
* Competitive salary: £26,000 - £32,000 (based on experience)
* 20 days annual leave plus statutory holidays
* Market-leading pension scheme
* Private medical insurance
* Income protection and life cover
* Free on-site parking at both locations
* Supportive, 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.
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