Job Description

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.

As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery.

The Role

You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing.

Key ResponsibilitiesLead, coach, and develop the client services team to ensure proactive, high-quality supportManage work-flow allocation and monitor deadlines across the teamHandle complex or high-priority administration tasks personallyOversee all aspects of client service delivery, ensuring advisers are fully preparedAct as the key operational contact between advisers, paraplanners, and support staffEnsure processes meet compliance and quality standardsIdentify and implement process improvements for greater efficiency(Optional, if qualified): Provide paraplanning support including research and report preparation

Essential CriteriaStrong background in financial services administration (pensions, investments, insurance, or wealth management)Proven leadership ability in managing teams and processesHigh attention to detail with excellent organisational and communication skillsProactive, self-motivated, and solutions-focusedDesirableLevel 4 Diploma in Regulated Financial Planning (or working towards it)Experience in paraplanning or technical supportBenefitsCompetitive salary and benefitsGenerous holiday allowanceFlexible working hours (with core office presence)Funded qualifications and professional developmentSupportive, ambitious team cultureOpportunity 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.