Wealth Management / Financial Services Administrator

Virtual Bridges; Belfast; On-site; GBP 30,000 - 38,000; Full time

Job summary

A leading financial services firm located in Belfast seeks a Business Services Administrator. The successful candidate will provide essential administrative support, manage new business applications, and ensure compliance with regulations. This role offers great career development opportunities and a competitive salary in a professional environment.

Benefits

Supportive work environment

Career development opportunities

Competitive salary and benefits package

Qualifications

• Proven experience in wealth management administration.
• Strong knowledge of new business processing.
• Ability to work independently and as part of a team.

Responsibilities

• Provide administrative support to Directors and Advisers.
• Liaise with Tax Advisers and Brokers for client servicing.
• Maintain and update client records and documentation.

Skills

Organisational Skills

Communication Skills

Attention to Detail

Tools

MS Word

Excel

Outlook

PowerPoint

Job description

Are you an experienced administrator with a background in wealth management and new business processing?

Our client in Belfast city centre is a dynamic financial services company and they are looking to hire a Business Services Administrator to join their team and play a key role in supporting their growing client portfolio.

Our client is a very reputable financial services firm committed to delivering exceptional wealth management solutions. Their team values precision, professionalism, and proactive client service.

Key Responsibilities

• The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
• Preparation of investment presentations and collation of documentation for client meetings.
• Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
• Auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
• Manage and process new business applications efficiently and accurately
• Support wealth management operations with administrative tasks
• Liaise with clients, advisors, and internal teams to ensure seamless service delivery
• Maintain and update client records and documentation
• Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for clients
• Assist with compliance and regulatory requirements related to new business processing
  
  

Criteria

• Proven experience in wealth management administration
• Strong knowledge of new business processing within financial services
• Excellent organisational and communication skills
• Detail-oriented with a commitment to accuracy
• A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
• Ability to work independently and as part of a team
  
  

Benefits

• Opportunity to work in a supportive and professional environment
• Career development and training opportunities
• Competitive salary and benefits package
  
  

If you have the expertise and drive to excel in this role, we want to hear from you - Please send your CV to Colleen Farquharson via the apply link

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

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