Wealth Management Client Services Administrator

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

Job summary

Brook Street Recruitment, partnering with a highly regarded Wealth Management firm in Belfast, seeks an experienced Financial Services Administrator. You will provide essential administrative and client servicing support to Wealth Managers and advisers, ensuring a smooth client journey in a regulated environment.

This role suits a detail-oriented professional who thrives under deadlines, and offers exposure to a broad range of financial planning activities within a collaborative team.

Qualifications

• Minimum of 2 years' experience within financial services, ideally in a wealth management or financial planning environment.
• Understanding of financial products, including investments, pensions and protection, along with associated tax considerations.
• Working knowledge of the UK regulatory framework.
• Excellent organisational skills with the ability to manage multiple priorities and deadlines.
• Confident communicator with a professional telephone manner and client-focused approach.
• Proficient in Microsoft Office applications.

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 knowledge

Organisational skills

Communication skills

MS Office

Attention to detail

Job description

Brook Street Recruitment, partnering with a highly regarded Wealth Management firm in Belfast, seeks an experienced Financial Services Administrator. You will provide essential administrative and client servicing support to Wealth Managers and advisers, ensuring a smooth client journey in a regulated environment.

This role suits a detail-oriented professional who thrives under deadlines, and offers exposure to a broad range of financial planning activities within a collaborative team.