Financial Services Administrator

Brook Street; Belfast City District; On-site; GBP 22,000 - 26,000; Full time

Job summary

Brook Street Recruitment, in partnership with a respected Belfast wealth management firm, is seeking a Financial Services Administrator. The role supports Financial Planners and the wider team, handling client onboarding, applications and ongoing administration with accuracy and regulatory awareness.

You will work closely with IFAs and wealth professionals, maintain CRM records, process investments and pensions, and contribute to service excellence and process improvements within a

Qualifications

• Previous experience in Financial Services Administration, Wealth Management, Investment Administration, or IFA support.
• Excellent attention to detail and a high level of accuracy.
• Strong organisational and time management skills.
• Professional communication skills with a client-focused approach.
• Confident using CRM systems and processing detailed financial information.
• Ability to prioritise workloads and work effectively within a team.
• Positive attitude with a willingness to learn and develop.
• Genuine interest in advancing a career within the wealth management sector.

Responsibilities

• Providing day-to-day administrative support to Financial Planners and the wider wealth management team.
• Supporting new business processing and client onboarding activities.
• Preparing, processing, and submitting client applications.
• Maintaining accurate client records across CRM systems and internal databases.
• Processing transactions and instructions relating to investments, ISAs, pensions, and other financial products.
• Liaising effectively with clients, providers, and third-party organisations.
• Tracking and progressing outstanding documentation and applications.
• Preparing documentation and reports for client review meetings.
• Ensuring compliance with internal procedures and FCA regulatory requirements.
• Assisting with process improvement initiatives and learning new systems as required.

Skills

Attention to detail

Organisational skills

Communication skills

CRM systems

Team collaboration

Tools

CRM software

Job description

Brook Street Recruitment is delighted to be working in partnership with a highly regarded wealth management firm in Belfast City Centre to recruit an experienced Financial Services Administrator. This is an excellent opportunity for an ambitious and detail-oriented individual with a background in financial services administration, IFA support, wealth management, or investment administration to join a respected and growing organisation. Working closely with Financial Planners and experienced support professionals, you will play a key role in delivering a first-class service to clients while supporting the smooth operation of the business.

The Role

As a Financial Services Administrator, you will be responsible for providing comprehensive administrative support to the wealth management team, ensuring all client-related processes are completed efficiently, accurately, and in accordance with regulatory requirements.

Key Responsibilities

• Providing day-to-day administrative support to Financial Planners and the wider wealth management team.
• Supporting new business processing and client onboarding activities.
• Preparing, processing, and submitting client applications.
• Maintaining accurate client records across CRM systems and internal databases.
• Processing transactions and instructions relating to investments, ISAs, pensions, and other financial products.
• Liaising effectively with clients, providers, and third-party organisations.
• Tracking and progressing outstanding documentation and applications.
• Preparing documentation and reports for client review meetings.
• Ensuring compliance with internal procedures and FCA regulatory requirements.
• Assisting with process improvement initiatives and learning new systems as required.

About You

To be considered for this opportunity, applicants should have previous experience within a financial services environment, ideally supporting Independent Financial Advisers (IFAs), Wealth Managers, or Financial Planners.

Essential Criteria

• Previous experience in Financial Services Administration, Wealth Management, Investment Administration, or IFA support.
• Excellent attention to detail and a high level of accuracy.
• Strong organisational and time management skills.
• Professional communication skills with a client-focused approach.
• Confident using CRM systems and processing detailed financial information.
• Ability to prioritise workloads and work effectively within a team.
• Positive attitude with a willingness to learn and develop.
• A genuine interest in advancing a career within the wealth management sector.

What's on Offer

• Competitive salary and benefits package.
• Opportunity to join an established and highly respected wealth management firm.
• Exposure to experienced Financial Planners and industry professionals.
• Ongoing training and professional development opportunities.
• Excellent prospects for career progression within financial services.
• Opportunity to develop specialist knowledge across investments, pensions, and private client wealth management.