Senior Financial Services Administrator

Brook Street Recruitment is working on behalf of our Belfast client are looking to recruit an experienced Senior Financial Services Administrator to join their team, supporting the financial advisers and clients while ensuring exceptional service delivery.

• Support financial advisers and para planners with client servicing and administration
• Communicate with clients to request information and provide updates on services
• Process new business and client servicing transactions via provider systems
• Prepare annual review packs and manage ongoing service requests
• Maintain accurate client records
• Liaise with providers to ensure smooth service delivery
• Contribute to team meetings and participate in continuous improvement initiatives
• Ensure compliance with FCA regulations and firm quality standards

• Min of three years' experience in an IFA setting / wealth management firm- this is 100% essential
• Strong organisational skills, attention to detail, and ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Proactive, self-motivated, and committed to ongoing professional development.
• Thorough understanding of compliance requirements.

Salary will depend on background - send CV to Colleen Farquharson via the link

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