Client Services Manager/ Paraplanner

Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you''ll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality supportManage work-flow allocation and monitor deadlines across the teamHandle complex or high-priority administration tasks personallyOversee all aspects of client service delivery, ensuring advisers are fully preparedAct as the key operational contact between advisers, paraplanners, and support staffEnsure processes meet compliance and quality standardsIdentify and implement process improvements for greater efficiency(Optional, if qualified): Provide paraplanning support including research ..... full job details .....