Financial Services Administrator

New Today

Brook Street Recruitment is partnering with a highly regarded Wealth Management firm in Belfast to recruit an experienced Financial Services Administrator. This is an excellent opportunity to join a professional, client-focused environment where your expertise will directly support Wealth Managers and enhance client outcomes.
The Opportunity You will play a central role in delivering high-quality administrative and client servicing support, ensuring a seamless experience for clients and advisers alike. This position suits a detail-oriented professional who thrives in a fast-paced, regulated environment and takes pride in delivering exceptional service.
Key Responsibilities Provide proactive administrative and client servicing support to Wealth Managers and the wider team Coordinate client annual reviews, preparing comprehensive meeting packs, valuations, and supporting documentation Review compliance documentation, identifying gaps and ensuring adherence to regulatory standards Collaborate with internal teams and external providers to implement client instructions accurately and efficiently Liaise with back-office teams (including Dublin-based operations) to manage data updates, payments, and income processing Conduct client call-backs to verify and action requests in line with compliance procedures Handle sensitive processes s...
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Location:
Belfast
Salary:
not provided
Job Type:
FullTime
Category:
Accounting & Finance

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