Financial Services Administrator

Brook Street Recruitment is delighted to be working in partnership with a highly regarded wealth management firm in Belfast City Centre to recruit an experienced Financial Services Administrator
. This is an excellent opportunity for an ambitious and detail-oriented individual with a background in financial services administration, IFA support, wealth management, or investment administration to join a respected and growing organisation. Working closely with Financial Planners and experienced support professionals, you will play a key role in delivering a first-class service to clients while supporting the smooth operation of the business.

As a Financial Services Administrator, you will be responsible for providing comprehensive administrative support to the wealth management team, ensuring all client-related processes are completed efficiently, accurately, and in accordance with regulatory requirements.

• 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.

To be considered for this opportunity, applicants should have previous experience within a financial services environment, ideally supporting Independent Financial Advisers (IFAs), Wealth Managers, or Financial Planners.

• 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.
• A genuine interest in advancing a career within the wealth management sector.

• Competitive salary and benefits package.
• Opportunity to join an established and highly respected wealth management firm.
• Exposure to experienced Financial Planners and industry professionals.
• Ongoing training and professional development opportunities.
• Excellent prospects for career progression within financial services.
• Opportunity to develop specialist knowledge across investments, pensions, and private client wealth management.