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Financial Services Administrator

United Kingdom, County Antrim · Job Posted May 27, 2026
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Job Description

BROOK STREET RECRUITMENT IS WORKING ON BEHALF OF OUR FINANCIAL SERVICES CLIENT WHO ARE CURRENTLY LOOKING TO RECRUIT A PROFESSIONAL AND HIGHLY ORGANISED FINANCIAL SERVICES ADMINISTRATOR TO JOIN THEIR GROWING WEALTH MANAGEMENT TEAM. This is an excellent opportunity for someone with strong administrative skills and a client-focused approach to develop their career within a successful and supportive financial services environment. Working closely with Financial Advisers and the wider support team, you will play a key role in delivering an efficient, accurate, and high-quality service to clients while supporting the smooth day-to-day running of the Practice.

Job Responsibility

  • Provide administrative support to Financial Advisers and the wider Practice team
  • Meet and greet clients, ensuring a professional and welcoming experience
  • Manage appointment scheduling and confirmations for client meetings
  • Prepare documentation and financial reviews for adviser meetings
  • Type and maintain accurate meeting notes and client records
  • Liaise with clients regarding appointments and ongoing servicing requirements
  • Prepare illustrations and quotations using financial planning systems such as Solution Builder
  • Request and obtain ceding scheme information from providers
  • Liaise with providers to ensure all requirements and documentation are completed efficiently
  • Process client requests including fund switches and withdrawals
  • Accurately input and maintain data using back-office systems including St. James's Place iBusiness and Salesforce
  • Maintain electronic and paper filing systems, including scanning and document management

Requirements

  • GCSEs (or equivalent) including English Language and Mathematics
  • Previous administration experience within an office environment
  • Strong organisational and time management skills
  • Excellent interpersonal and communication abilities
  • High attention to detail and accuracy
  • Confident using Microsoft Office and administration systems
  • Professional and client-focused approach

Nice to have

  • Experience within financial services, wealth management, banking, or insurance
  • Knowledge of financial planning processes and provider platforms
  • Experience using Salesforce, iBusiness, or similar CRM/back-office systems
  • Understanding of FCA regulations and compliance requirements
  • Ability to prioritise workloads and adapt to changing business needs

What we offer

  • Competitive salary dependent on experience
  • 20 days annual leave plus bank holidays
  • Access to Private Medical Insurance Scheme
  • Auto-enrolment pension scheme
  • Ongoing training and career development opportunities within Wealth Management
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