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.

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