Job Description
Brook Street (UK) Ltd is pleased to be recruiting on behalf of a well-established and growing financial planning and investment firm for the position of Financial Services Administrator, based in their Belfast office.
This is a specialist role providing key administrative support to Financial Advisers and the wider team, and it requires previous experience within the financial services sector. The successful candidate will play a vital part in supporting high-net-worth clients and helping to maintain exceptional service standards in a dynamic and professional environment.
Please note: This is not a general administration position. Applicants must have proven experience in the financial services industry within an IFA or wealth management environment.
Key Responsibilities:
1.
Provide administrative support to Financial Advisers and Paraplanners to ensure seamless client service.
2.
Handle client communications professionally, including gathering documentation and delivering updates.
3.
Process new business and ongoing transactions accurately using provider platforms.
4.
Prepare client annual review packs and assist with ongoing service requirements.
5.
Maintain and update client records via Intelligent Office and other platforms.
6.
Liaise with product providers to ensure efficient processing and issue resolution.
7.
Participate in team meetings and contribute to service and process improvement initiatives.
8.
Ensure compliance with FCA regulations and company procedures at all times.
Criteria
9.
Essential: Previous experience supporting Financial Advisers in an IFA or wealth management setting.
10.
Strong understanding of financial products including pensions, ISAs, GIAs, bonds, and protection policies.
11.
Experience working with high-net-worth clients.
12.
Familiarity with Intelligent Office (desirable).
13.
High level of accuracy and attention to detail.
14.
Strong interpersonal and communication skills.
15.
Excellent organisational skills with the ability to manage a busy workload and meet deadlines.
16.
Proficiency in Microsoft Office and provider platforms.
17.
A collaborative, proactive attitude and a commitment to delivering excellent client outcomes.
Why