Senior Financial Services Administrator

8 Days Old

Senior Financial Services Administrator Brook Street Recruitment is working on behalf of our Belfast client to recruit an experienced Senior Financial Services Administrator to join their team, supporting the financial advisers and clients while ensuring exceptional service delivery. Job Details
Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Finance and Sales Industries: Banking
Responsibilities
Support financial advisers and paraplanners with client servicing and administration Communicate with clients to request information and provide updates on services Process new business and client servicing transactions via provider systems Prepare annual review packs and manage ongoing service requests Maintain accurate client records Liaise with providers to ensure smooth service delivery Contribute to team meetings and participate in continuous improvement initiatives Ensure compliance with FCA regulations and firm quality standards
Qualifications
Min of three years' experience in an IFA setting / wealth management firm – this is 100% essential Strong organisational skills, attention to detail, and ability to manage multiple priorities. Excellent written and verbal communication skills. Proactive, self‑motivated, and committed to ongoing professional development. Thorough understanding of compliance requirements.
Salary will depend on background - send CV to Colleen Farquharson via the link. Brook Street NMR is acting as an Employment Agency in relation to this vacancy. #J-18808-Ljbffr
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Location:
Belfast
Job Type:
FullTime

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