Job Description
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 OpportunityYou 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 ResponsibilitiesProvide proactive administrative and client servicing support to Wealth Managers and the wider teamCoordinate client annual reviews, preparing comprehensive meeting packs, valuations, and supporting documentationReview compliance documentation, identifying gaps and ensuring adherence to regulatory standardsCollaborate with internal teams and external providers to implement client instructions accurately and efficientlyLiaise with back-office teams (including Dublin-based operations) to manage data updates, payments, and income processingConduct client call-backs to verify and action requests in line with compliance proceduresHandle sensitive processes such as deceased client administration with professionalism and strict regulatory adherenceManage and track Letters of Authority within tight deadlines to ensure smooth client transitionsMaintain accurate, up-to-date records across all internal and third-party systemsContribute to continuous improvement of processes, service delivery, and operational efficiencyEnsure full compliance with regulatory requirements and internal proceduresAbout YouMinimum of 2 years' experience within financial services, ideally in a wealth management or financial planning environmentStrong understanding of financial products, including investments, pensions, and protection, along with associated tax considerationsWorking knowledge of the UK regulatory frameworkExcellent organisational skills with the ability to manage multiple priorities and deadlinesStrong attention to detail and a commitment to accuracy and qualityConfident communicator with a professional telephone manner and client-focused approachProficient in Microsoft Office applicationsA collaborative team player with a flexible, proactive mindsetWhat's on OfferCompetitive salary, tailored to your experienceOpportunity to work within a respected wealth management firmSupportive team environment with exposure to a broad range of financial planning activitiesClear scope to develop your expertise and progress your careerWorking HoursMonday 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.TPBN1_UKTJ