Wealth Management Admin Pro Client Onboarding

  • BROOK STREET
  • Oct 08, 2026
Full time Banking

Job Description

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