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.

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.

• Lead, coach, and develop the client services team to ensure proactive, high-quality support
• Manage work-flow allocation and monitor deadlines across the team
• Handle complex or high-priority administration tasks personally
• Oversee all aspects of client service delivery, ensuring advisers are fully prepared
• Act as the key operational contact between advisers, paraplanners, and support staff
• Ensure processes meet compliance and quality standards
• Identify and implement process improvements for greater efficiency
• (Optional, if qualified): Provide paraplanning support including research and report preparation
  
  

• Strong background in financial services administration (pensions, investments, insurance, or wealth management)
• Proven leadership ability in managing teams and processes
• High attention to detail with excellent organisational and communication skills
• Proactive, self-motivated, and solutions-focused

• Level 4 Diploma in Regulated Financial Planning (or working towards it)
• Experience in paraplanning or technical support

• Competitive salary and benefits
• Generous holiday allowance
• Flexible working hours (with core office presence)
• Funded qualifications and professional development
• Supportive, ambitious team culture
• Opportunity to shape client service delivery in a fast-growing firm
  
  If interested please send CV to Colleen Farquharson via the apply link

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