Client Services Administrator

Brook Street; Belfast City District; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Generous annual leave

Company pension

Income protection

DIS benefit

Gym membership

Career development

Job summary

Brook Street Recruitment in Belfast is assisting a client to recruit an experienced Client Services Administrator / Financial Services Administrator to join their growing team. This role supports financial advisers and delivers a first-class service to clients in a busy IFA environment.

You will prepare annual review packs, maintain client records, respond to queries, liaise with advisers and providers, and assist with accounts and planning processes, ensuring regulatory and company procedures

Qualifications

• Minimum of 3 years' experience in IFA or Financial Services administration.
• Strong organisational skills with excellent attention to detail.
• Proficient in Microsoft Office applications, particularly Word and Excel.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks in a busy office environment.

Responsibilities

• Prepare annual review packs and documentation for Financial Advisers.
• Maintain accurate client records and keep information up to date.
• Respond to client queries in a professional and efficient manner.
• Liaise with financial advisers, product providers, and third parties.
• Support administration of client accounts and financial planning processes.
• Ensure all work complies with regulatory and company procedures.

Skills

3+ years experience in IFA/Financial/

Attention to detail

Microsoft Office

Communication skills

Tools

Microsoft Word

Microsoft Excel

Job description

Brook Street Recruitment is delighted to be working on behalf of our Belfast-based client as they seek to recruit an experienced Client Services Administrator / Financial Services Administrator to join their growing and successful team.
This is an excellent opportunity for a highly organised professional with previous experience working within an Independent Financial Adviser (IFA) environment. The successful candidate will play a key role in supporting financial advisers and delivering a professional, first-class service to clients.

Key Responsibilities

• Prepare annual review packs and documentation for Financial Advisers.
• Maintain accurate client records and ensure all information is kept up to date.
• Respond to client queries in a professional and efficient manner.
• Liaise with financial advisers, product providers, and third-party organisations.
• Support the administration of client accounts and financial planning processes.
• Ensure all work is completed in line with regulatory and company procedures.

Essential Criteria

• Minimum of 3 years' experience working within an IFA or Financial Services administration environment.
• Strong organisational skills with excellent attention to detail.
• Proficient in Microsoft Office applications, particularly Word and Excel.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks and work effectively in a busy office environment.

Benefits

• Competitive salary dependent on experience.
• Generous annual leave entitlement
• Company pension scheme.
• Income protection cover.Death in Service (DIS) benefit.
• Gym membership.
• Supportive and professional working environment with opportunities for career development.

If you have the relevant financial services administration experience and are looking to join a respected and expanding organisation, we would love to hear from you.