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Senior Financial Services Administrator

brookstreet.co.uk Logo

Brook-St Hiredonline

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Location:
United Kingdom , County Antrim

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Brook Street Recruitment is working on behalf of our Belfast client are looking to recruit an experienced Senior Financial Services Administrator to join their team, supporting the financial advisers and clients while ensuring exceptional service delivery.

Job Responsibility:

  • Support financial advisers and para planners 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

Requirements:

  • 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.

Additional Information:

Job Posted:
January 15, 2026

Employment Type:
Fulltime
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