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Wealth Administrator

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Brook-St Hiredonline

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Location:
United Kingdom , Newtownards

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

Brook Street Recruitment is delighted to be working with a well-established client in Newtownards who is seeking a Financial Services Administrator to join their busy office. This is an excellent opportunity to become part of a supportive team where you will play a key role in ensuring the smooth day-to-day running of the business.

Job Responsibility:

  • Handling incoming telephone enquiries from clients and investment companies
  • Providing general administrative support and working closely with Financial Advisers
  • Sorting and scanning incoming mail
  • Contacting clients to arrange appointments
  • Preparing client portfolio packs
  • Liaising with Financial Advisers across the firm
  • Preparing, submitting, and tracking new business applications
  • Maintaining and updating the client database
  • Ensuring accurate and compliant record-keeping at all times

Requirements:

  • Minimum of 2 year's experience within the financial services industry
  • Working knowledge of pensions and investment products
  • Familiarity with FCA rules, guidance, and regulatory requirements relevant to the role
  • Strong organisational skills with excellent attention to detail
  • A friendly, enthusiastic, and self-motivated approach

Nice to have:

Level 4 qualified or currently working towards a relevant qualification

Additional Information:

Job Posted:
May 13, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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