Are you an experienced Financial Services Administrator with a background in Wealth Management or IFA support ?Brook Street Recruitment is working on behalf of our Belfast client who are seeking a highly organised and proactive individual to join our dynamic team and play a key role in delivering exceptional service to our clients and advisers.As a Financial Services Administrator , you''ll provide essential administrative support to our Financial Advisers, helping to ensure a smooth and efficient client experience.

Learn more about the general tasks related to this opportunity below, as well as required skills.

This is an excellent opportunity to join a professional, supportive environment where your expertise will be valued, and your contribution will make a real difference.

Key Responsibilities Provide day-to-day administrative support to Financial Advisers and the wider team Liaise with clients regarding queries, appointments, and documentation Prepare client-facing documents, including reports, valuations, and review packs Manage and update client records and financial databases accurately Assist with compliance checks and ensuring documentation meets regulatory standards Coordinate meetings, follow-up actions, and ensure timely service delivery Support the team with the ongoing servicing of client relationship Essential Criteria Previous experience in a Financial Services Administrator role within a Wealth Management or IFA environment Strong understanding of financial products and platforms (ISAs, pensions, investments, etc.) Excellent organisational and communication skills High attention to detail and ability to manage multiple priorities Familiarity with CRM systems and financial planning software A professional, client-focused approach Desirable Criteria Progress toward or completion of financial services qualifications Benefits Competitive salary (£28,000- £32,000, depending on experience) Supportive, team-oriented working environment Opportunities for professional development and progression Hybrid working options available (subject to role and experience) If you''re an experienced financial services administrator looking for a new challenge in a forward-thinking wealth management firm then please send your CV to Colleen Farquharson via the link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.d02fcfcb-6df4-40ee-95cf-3eb059ce3173