Wealth Management Admin & Client Services Specialist

Brook Street; Edenderry; On-site; GBP 27,000 - 33,000; Full time

Job summary

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.

Qualifications

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

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

Skills

Client servicing

Regulatory compliance

Microsoft Office

Organisational skills

Attention to detail

Communication skills

Job description

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.