Wealth Management Admin & Client Services Pro

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 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.