Job Description

Ready to Rock the World of Wealth Management? Join Us as a Financial Services Administrator!

Brook Street Recruitment is teaming up with a dynamic Belfast-based client who's on the hunt for a sharp, savvy Financial Services Administrator to jump aboard their expanding team. If you love financial service - managing admin and enjoy keeping things shipshape, and thrive in a fast-paced financial services / wealth management environment, this could be your next big adventure!

What You'll Be Up To:

• Be the go-to wizard for admin and client relationship magic within the Wealth Management & Financial Advisory squad.
• Process client instructions with ninja-like precision and speed, all while playing by the company's UK AML rulebook.
• Team up with Financial Advisers and management to keep everything running smoothly and compliantly.
• Keep client records sparkling and up to date in internal systems.
• Chat regularly with Client Services, Paraplanning, and back-office teams to keep queries on point.
• Collaborate with the wider gang to make sure client meeting actions are nailed and clients get top-notch service.
• Help maintain and grow client relationships alongside Financial Advisers and fellow admin heroes.
• Handle general admin duties that keep the Wealth Management and Financial Advisory engines humming.
• Partner with the Compliance Officer and consultants to keep the firm squeaky clean and compliant.

What You Bring to the Party:

• Applicants absolutely must have previous experience in financial services, especially in wealth management - you need to know your stuff!
• Top-notch organisational skills that would make a Swiss watch jealous.
• People skills that make clients and colleague's smile.
• Initiative - you spot what needs doing and jump right in.

Perks & Treasures:

• Pension plan to keep your future golden.
• Performance bonus - because hard work deserves a high five (and a little extra cash).
• Ongoing training and support to kick start a career in the industry

Salary - this will be based on your background and experience - Needs to be

If you're ready to bring your financial services admin flair to a great Belfast client then send your CV to Colleen Farquharson via the apply link.

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