Financial Services Administrator

Brook Street Recruitment is delighted to be working in partnership with a highly regarded wealth management firm in Belfast City Centre to recruit an experienced Financial Services Administrator. This is an excellent opportunity for an ambitious and detail-oriented individual with a background in financial services administration, IFA support, wealth management, or investment administration to join a respected and growing organisation. Working closely with Financial Planners and experienced support professionals, you will play a key role in delivering a first-class service to clients while supporting the smooth operation of the business. The Role As a Financial Services Administrator, you will be responsible for providing comprehensive administrative support to the wealth management team, ensuring all client-related processes are completed efficiently, accurately, and in accordance with regulatory requirements. Key Responsibilities Providing day-to-day administrative support to Financial Planners and the wider wealth management team. Supporting new business processing and client onboarding activities. Preparing, processing, and submitting client applications. Maintaining accurate client records across CRM systems and internal databases. Processing transactions and instructions relating to investments, ISAs, pensions, and other financial products. Liaising effectively with clients, providers, and third-party organisations. Tracking and progressing outstanding documentation ..... full job details .....