Financial Services Administrator

Brook Street; Northern Ireland; On-site; GBP 25,000 - 35,000; Full time

Job summary

A respected financial planning firm in Belfast is seeking a Financial Services Administrator to provide key administrative support to Financial Advisers. The role requires previous experience in the financial services industry and the ability to manage high-net-worth clients professionally. Strong organizational skills and attention to detail are essential. The firm offers a great opportunity to grow in a dynamic environment, assisting prestigious clients.

Qualifications

• Previous experience in financial services is essential.
• Understanding of financial products such as pensions and ISAs.
• High level of accuracy and attention to detail required.
• Strong interpersonal and communication skills are necessary.

Responsibilities

• Provide administrative support to Financial Advisers.
• Handle client communications and documentation.
• Process transactions accurately using provider platforms.
• Prepare client annual review packs.
• Maintain and update client records.

Skills

Experience supporting Financial Advisers

Understanding of financial products

Experience with high-net-worth clients

Proficiency in Microsoft Office

Attention to detail

Interpersonal skills

Organizational skills

Tools

Intelligent Office

Job description

Brook Street (UK) Ltd is pleased to be recruiting on behalf of a well-established and growing financial planning and investment firm for the position of Financial Services Administrator, based in their Belfast office. This is a specialist role providing key administrative support to Financial Advisers and the wider team, and it requires previous experience within the financial services sector. The successful candidate will play a vital part in supporting high-net-worth clients and helping to maintain exceptional service standards in a dynamic and professional environment. Please note: This is not a general administration position. Applicants must have proven experience in the financial services industry within an IFA or wealth management environment.

Key Responsibilities:

• Provide administrative support to Financial Advisers and Paraplanners to ensure seamless client service.
• Handle client communications professionally, including gathering documentation and delivering updates.
• Process new business and ongoing transactions accurately using provider platforms.
• Prepare client annual review packs and assist with ongoing service requirements.
• Maintain and update client records via Intelligent Office and other platforms.
• Liaise with product providers to ensure efficient processing and issue resolution.
• Participate in team meetings and contribute to service and process improvement initiatives.
• Ensure compliance with FCA regulations and company procedures at all times.

Criteria

• Essential: Previous experience supporting Financial Advisers in an IFA or wealth management setting.
• Strong understanding of financial products including pensions, ISAs, GIAs, bonds, and protection policies.
• Experience working with high-net-worth clients.
• Familiarity with Intelligent Office (desirable).
• High level of accuracy and attention to detail.
• Strong interpersonal and communication skills.
• Excellent organisational skills with the ability to manage a busy workload and meet deadlines.
• Proficiency in Microsoft Office and provider platforms.
• A collaborative, proactive attitude and a commitment to delivering excellent client outcomes.

Why Apply?

This is an excellent opportunity to join a respected firm where your industry experience will be highly valued. You'll gain valuable exposure to the advisory process while playing a central role in servicing prestigious clients.

Please send your CV to Colleen Farquharson via the link

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

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