Financial Services Administrator

Confidential; Belfast City District; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Salary 30k per annum

Belfast city centre location

Exposure to broad financial planning

Job summary

Brook Street Recruitment is supporting a prestigious Wealth Management firm in Belfast to appoint an experienced Financial Services Administrator. You will provide high-quality administrative and client servicing support to Wealth Managers, coordinating annual reviews and preparing documentation to ensure a smooth client experience.

In a fast-paced, regulated environment, you will verify compliance, manage data across systems, and maintain accurate records.

Qualifications

• Minimum 2 years' experience within financial services, ideally wealth management or financial planning.
• Understanding of financial products, investments, pensions and tax considerations.
• Working knowledge of the UK regulatory framework.
• Excellent organisational skills with the ability to manage multiple priorities and deadlines.
• Strong attention to detail and a client-focused, professional approach.
• Proficient in Microsoft Office applications and data handling.

Responsibilities

• Provide proactive administrative and client servicing support to Wealth Managers and the wider team.
• Coordinate client annual reviews, preparing meeting packs, valuations and supporting documentation.
• Review compliance documentation, identifying gaps and ensuring regulatory adherence.
• Collaborate with internal teams and external providers to implement client instructions efficiently.
• Liaise with back-office teams to manage data updates, payments and income processing.
• Conduct client call-backs to verify and action requests in line with procedures.
• Handle deceased client administration with professionalism and regulatory adherence.
• Manage Letters of Authority within deadlines for smooth client transitions.
• Maintain accurate records across internal and third-party systems.
• Contribute to process improvements and overall operational efficiency.

Skills

Wealth management knowledge

Client servicing

Regulatory understanding

Organisational skills

Attention to detail

Communication skills

Microsoft Office

Tools

Microsoft Office

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 Opportunity

You 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 Responsibilities

• Provide proactive administrative and client servicing support to Wealth Managers and the wider team
• Coordinate client annual reviews, preparing comprehensive meeting packs, valuations, and supporting documentation
• Review compliance documentation, identifying gaps and ensuring adherence to regulatory standards
• Collaborate with internal teams and external providers to implement client instructions accurately and efficiently
• Liaise with back-office teams (including Dublin-based operations) to manage data updates, payments, and income processing
• Conduct client call-backs to verify and action requests in line with compliance procedures
• Handle sensitive processes such as deceased client administration with professionalism and strict regulatory adherence
• Manage and track Letters of Authority within tight deadlines to ensure smooth client transitions
• Maintain accurate, up-to-date records across all internal and third-party systems
• Contribute to continuous improvement of processes, service delivery, and operational efficiency
• Ensure full compliance with regulatory requirements and internal procedures

About You

• Minimum of 2 years' experience within financial services, ideally in a wealth management or financial planning environment
• Understanding of financial products, including investments, pensions, and protection, along with associated tax considerations
• Working knowledge of the UK regulatory framework
• Excellent organisational skills with the ability to manage multiple priorities and deadlines
• Strong attention to detail and a commitment to accuracy and quality
• Confident communicator with a professional telephone manner and client-focused approach
• Proficient in Microsoft Office applications
• A collaborative team player with a flexible, proactive mindset

What's on Offer

• Salary 30k per anum
• Opportunity to work within a respected wealth management firm
• Supportive team environment with exposure to a broad range of financial planning activities

Working Hours

Monday to Friday, standard office hours (Belfast city centre location)

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.