https://jobs.co.uk/job/financial-services-administrator-brook-street--05b0b355-d19e-4dee-85c7-adad8626f3d4 RSS feed for Financial Services Administrator at Brook Street. en-gb Thu, 28 May 2026 15:57:09 GMT https://jobs.co.uk/job/financial-services-administrator-brook-street--05b0b355-d19e-4dee-85c7-adad8626f3d4 https://jobs.co.uk/job/financial-services-administrator-brook-street--05b0b355-d19e-4dee-85c7-adad8626f3d4 Thu, 28 May 2026 11:51:34 GMT Location: Newtownards | Salary: 10000-500000 Annual | Type: Permanent | Brook Street Recruitment is delighted to be working with a well-established client in Newtownards who is seeking a Financial Services Administrator to join their busy office. This is an excellent opportunity to become part of a supportive team where you will play a key role in ensuring the smooth day-to-day running of the business.Key ResponsibilitiesHandling incoming telephone enquiries from clients and investment companiesProviding general administrative support and working closely with Financial AdvisersSorting and scanning incoming mailContacting clients to arrange appointmentsPreparing client portfolio packsLiaising with Financial Advisers across the firmPreparing, submitting, and tracking new business applicationsMaintaining and updating the client databaseEnsuring accurate and compliant record-keeping at all timesRequirementsMinimum of 2 years'' experience within the financial services industryWorking knowledge of pensions and investment productsFamiliarity with FCA rules, guidance, and regulatory requirements relevant to the roleStrong organisational skills with excellent attention to detailA friendly, enthusiastic, and self-motivated approachDesirableLevel 4 qualified or c... Permanent