Are you an experienced Financial Services Administrator looking to join a forward-thinking, client-focused financial planning firm? If you have a passion for providing exceptional support in pensions and investments, then Brook Street want to hear from you.We are currently recruiting for a well-established financial planning who firm has built a strong reputation across Northern Ireland for delivering high-quality, tailored advice to personal and corporate clients.

Find out if this opportunity is a good fit by reading all of the information that follows below.

With a consistent track record of top-rated client feedback and industry recognition, they specialise in: Retirement Planning Cash Flow Modelling Investments and Protection Estate Planning Their mission is simple: to help clients take control of their financial future through clear, proactive and expert guidance at every life stage.

The Role As a Financial Services Administrator, you will play a vital role in supporting the advisory team by ensuring clients receive a seamless and efficient service.

You''ll be based on-site, working flexibly across two locations: Belfast and Ballymena .

The Ballymena site will only require one day per week.

Key Responsibilities Prepare Suitability Reports for new business Draft pre- and post-review client reports Process new business applications (paper and digital) Follow up on outstanding Letters/Transfers of Authority Liaise with providers for plan information and data Place new policies/plans on risk Ensure strict adherence to compliance, data protection and internal procedures Support with regulatory and industry testing requirements Provide general administrative support to advisers and team members Organise client meeting documentation and maintain client records Essential Criteria Minimum of 2 year''s experience working in an administrative role within an Independent Financial Adviser (IFA) environment Solid understanding of pensions and investments High proficiency in Microsoft Office (Word, Excel, Outlook) Strong attention to detail, organisational and analytical skills Knowledge of data protection regulations Clear and professional communication- written and verbal Ability to follow processes and take initiative when needed Desirable: Experience using Xplan (or similar CRM/platform) Your Personal Attributes Proactive, organised, and detail-oriented Able to work independently and as part of a collaborative team Strong multitasking abilities and time management Excellent grammar, spelling, and written communication Benefits Competitive salary: £26,000- £32,000 (based on experience) 20 days annual leave plus statutory holidays Market-leading pension scheme Private medical insurance Income protection and life cover Free on-site parking at both locations Supportive, people-first working environment with a strong team culture If you''re ready to bring your financial services experience to a firm that truly values its team and clients, apply today- click on the link and send the CV to Colleen Farquharson Brook Street NMR is acting as an Employment Agency in relation to this vacancy.d02fcfcb-6df4-40ee-95cf-3eb059ce3173