Financial Services Administrator- Full or Part Time in Newtownabbey

Financial Services Administrator- Full or Part Time in Newtownabbey

Newtownabbey Part-Time No working from home possible
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Brook Street Recruitment is delighted to be working in partnership with a highly regarded wealth management firm in Belfast City Centre to recruit an experienced Financial Services Administrator . This is an excellent opportunity for an ambitious and detail-oriented individual with a background in financial services administration, IFA support, wealth management, or investment administration to join a respected and growing organisation. Working closely with Financial Planners and experienced support professionals, you will play a key role in delivering a first-class service to clients while supporting the smooth operation of the business. As a Financial Services Administrator, you will be responsible for providing comprehensive administrative support to the wealth management team, ensuring all client-related processes are completed efficiently, accurately, and in accordance with regulatory requirements. Providing day-to-day administrative support to Financial Planners and the wider wealth management team. Maintaining accurate client records across CRM systems and internal databases. Processing transactions and instructions relating to investments, ISAs, pensions, and other financial products. Ensuring compliance with internal procedures and FCA regulatory requirements. To be considered for this opportunity, applicants should have previous experience within a financial services environment, ideally supporting Independent Financial Advisers (IFAs), Wealth Managers, or Financial Planners. Previous experience in Financial Services Administration, Wealth Management, Investment Administration, or IFA support. Confident using CRM systems and processing detailed financial information. Competitive salary and benefits package. Exposure to experienced Financial Planners and industry professionals. Ongoing training and professional development opportunities. Excellent prospects for career progression within financial services. Opportunity to develop specialist knowledge across investments, pensions, and private client wealth management. If you have the relevant financial services administration experience and are looking to take the next step in your career please send your CV to Colleen Farquharson via the apply link #

Financial Services Administrator- Full or Part Time in Newtownabbey employer: Brook Street UK

As a Housing Estates Officer in Plymouth, you will join a supportive and dynamic team dedicated to enhancing community living. Our company prioritises employee growth through ongoing training and offers a flexible hybrid working model that promotes work-life balance. With a commitment to your professional development and a collaborative work culture, we provide a rewarding environment where you can make a meaningful impact in the community.

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Contact Details:

Brook Street UK Recruitment Team