Wealth Management Admin Pro | Client Onboarding

Brook Street; Belfast City District; On-site; GBP 22,000 - 26,000; Full time

Job summary

Brook Street Recruitment, in partnership with a respected Belfast wealth management firm, is seeking a Financial Services Administrator. The role supports Financial Planners and the wider team, handling client onboarding, applications and ongoing administration with accuracy and regulatory awareness.

You will work closely with IFAs and wealth professionals, maintain CRM records, process investments and pensions, and contribute to service excellence and process improvements within a

Qualifications

• Previous experience in Financial Services Administration, Wealth Management, Investment Administration, or IFA support.
• Excellent attention to detail and a high level of accuracy.
• Strong organisational and time management skills.
• Professional communication skills with a client-focused approach.
• Confident using CRM systems and processing detailed financial information.
• Ability to prioritise workloads and work effectively within a team.
• Positive attitude with a willingness to learn and develop.
• Genuine interest in advancing a career within the wealth management sector.

Responsibilities

• Providing day-to-day administrative support to Financial Planners and the wider wealth management team.
• Supporting new business processing and client onboarding activities.
• Preparing, processing, and submitting client applications.
• Maintaining accurate client records across CRM systems and internal databases.
• Processing transactions and instructions relating to investments, ISAs, pensions, and other financial products.
• Liaising effectively with clients, providers, and third-party organisations.
• Tracking and progressing outstanding documentation and applications.
• Preparing documentation and reports for client review meetings.
• Ensuring compliance with internal procedures and FCA regulatory requirements.
• Assisting with process improvement initiatives and learning new systems as required.

Skills

Attention to detail

Organisational skills

Communication skills

CRM systems

Team collaboration

Tools

CRM software

Job description

Brook Street Recruitment, in partnership with a respected Belfast wealth management firm, is seeking a Financial Services Administrator. The role supports Financial Planners and the wider team, handling client onboarding, applications and ongoing administration with accuracy and regulatory awareness.

You will work closely with IFAs and wealth professionals, maintain CRM records, process investments and pensions, and contribute to service excellence and process improvements within a