Client Services Administrator

Brook Street Recruitment is delighted to be working on behalf of our Belfast-based client as they seek to recruit an experienced Client Services Administrator / Financial Services Administrator to join their growing and successful team.

This is an excellent opportunity for a highly organised professional with previous experience working within an Independent Financial Adviser (IFA) environment. The successful candidate will play a key role in supporting financial advisers and delivering a professional, first-class service to clients.

Key Responsibilities

Prepare annual review packs and documentation for Financial Advisers.

Maintain accurate client records and ensure all information is kept up to date.

Respond to client queries in a professional and efficient manner.

Liaise with financial advisers, product providers, and third-party organisations.

Support the administration of client accounts and financial planning processes.

Ensure all work is completed in line with regulatory and company procedures.

Essential Criteria

Minimum of 3 years' experience working within an IFA or Financial Services administration environment.

Strong organisational skills with excellent attention to detail.

Proficient in Microsoft Office applications, particularly Word and Excel.

Excellent communication and interpersonal skills.

Ability to manage multiple tasks and work effectively in a busy office environment.

Benefits

Competitive salary dependent on experience.

Generous annual leave entitlement

Company pension scheme.

Income protection cover.

Death in Service (DIS) benefit.

Gym membership.

Supportive and professional working environment with opportunities for career development.

If you have the relevant financial services administration experience and are looking to join a respected and expanding organisation, we would love to hear from you.

To apply, please send your CV to Colleen Farquharson via the apply link.

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Brook Street NMR is acting as an Employment Agency in relation to this vacancy