Overview Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long‑term goals through expert advice and exceptional service. Role Summary We are seeking a Paraplanner / Senior Financial Services Administrator to lead and support the client services team. This pivotal role calls for a proactive, experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. Key Responsibilities

Lead, coach, and develop the client services team to ensure proactive, high‑quality support. Manage workflow allocation and monitor deadlines across the team. Handle complex or high‑priority administration tasks personally. Oversee all aspects of client service delivery, ensuring advisers are fully prepared. Act as the key operational contact between advisers, paraplanners, and support staff. Ensure processes meet compliance and quality standards. Identify and implement process improvements for greater efficiency. (Optional, if qualified) Provide paraplanning support including research and report preparation.

Essential Criteria

Strong background in financial services administration (pensions, investments, insurance, or wealth management). Proven leadership ability in managing teams and processes. High attention to detail with excellent organisational and communication skills. Proactive, self‑motivated, and solutions‑focused.

Desirable

Experience in paraplanning or technical support.

Benefits

Competitive salary and benefits. Generous holiday allowance. Flexible working hours (with core office presence). Funded qualifications and professional development. Supportive, ambitious team culture. Opportunity to shape client service delivery in a fast‑growing firm.

If interested please send CV to Colleen Farquharson via the apply link. Brook Street NMR is acting as an Employment Agency in relation to this vacancy. #J-18808-Ljbffr