Client Services Specialist – Financial Services Admin

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 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