Brook Street Recruitment, in partnership with a respected Belfast wealth management firm, is seeking a Financial Services Administrator. The role supports Financial Planners and the wider team, handling client onboarding, applications and ongoing administration with accuracy and regulatory awareness.
You will work closely with IFAs and wealth professionals, maintain CRM records, process investments and pensions, and contribute to service excellence and process improvements within a
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Wealth Management Admin Pro | Client Onboarding employer: Brook Street
Join a dynamic and supportive team at a leading higher education institution in Bath, where your skills as a Digital Print Assistant will be valued and nurtured. With a focus on professional development and a commitment to delivering high-quality work, you'll enjoy a collaborative work culture that prioritises customer service and excellence. This role offers the unique advantage of working in an educational environment, providing opportunities for growth and learning while contributing to meaningful projects.
