Senior Financial Services Administrator

Brook Street; Northern Ireland; On-site; GBP 30,000 - 45,000; Full time

Job summary

A growing financial planning firm in Belfast seeks a Senior Financial Services Administrator to lead its client services team. The role requires excellent leadership skills and a strong background in financial services administration. Responsibilities include mentoring the team, managing workflows, and handling complex cases. The firm offers competitive salary and benefits, with opportunities for professional development in a supportive team culture.

Benefits

Competitive salary

Flexible working hours

Funded qualifications and professional development

Supportive team culture

Qualifications

• Proactive and experienced financial services professional required.
• Strong background in financial services administration necessary.
• Proven ability to lead teams and manage processes.

Responsibilities

• Lead and mentor the client services team
• Manage work-flow allocation and monitor deadlines
• Handle complex administration tasks and oversee client deliveries
• Act as the key contact between advisers and support staff
• Implement process improvements for efficiency

Skills

Leadership in client services

Financial services administration

Attention to detail

Organizational skills

Communication skills

Job description

Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Financial Services Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery.

The Role

You will lead and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases—from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing.

Key Responsibilities

• Lead, coach, and develop the client services team to ensure proactive, high-quality support
• Manage work-flow allocation and monitor deadlines across the team
• Handle complex or high-priority administration tasks personally
• Oversee all aspects of client service delivery, ensuring advisers are fully prepared
• Act as the key operational contact between advisers, paraplanners, and support staff
• Ensure processes meet compliance and quality standards
• Identify and implement process improvements for greater efficiency
• Optional (if qualified): Provide paraplanning support including research and report preparation
• Strong background in financial services administration (pensions, investments, insurance, or wealth management)
• Proven leadership ability in managing teams and processes
• High attention to detail with excellent organisational and communication skills
• Proactive, self-motivated, and solutions-focused
• Experience in paraplanning or technical support
• Competitive salary and benefits
• Flexible working hours (with core office presence)
• Funded qualifications and professional development
• Supportive, ambitious team culture
• Opportunity to shape client service delivery in a fast-growing firm
• If interested please send CV to Colleen Farquharson via the apply link

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

Looking to recruit? Find the perfect hire

Want a career at Brook Street? Join our team