Financial Services Administrator

Brook Street; Edenderry; Vor Ort; GBP 27.000 - 33.000; Vollzeit

Zusammenfassung

Brook Street Recruitment is partnering with a highly regarded wealth management firm in Belfast to recruit an experienced Financial Services Administrator. This role plays a central part in supporting Wealth Managers and delivering client-focused administrative and servicing excellence.

You will coordinate client annual reviews, manage documentation, check regulatory compliance, and collaborate with internal teams and Dublin operations.

Qualifikationen

• Minimum of 2 years' experience within financial services.
• Knowledge of investments, pensions and protection concepts.
• Working knowledge of the UK regulatory framework.

Aufgaben

• 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

Kenntnisse

Client servicing

Regulatory compliance

Microsoft Office

Organisational skills

Attention to detail

Communication skills

Jobbeschreibung

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).