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Client Services Manager/ Paraplanner
Job Posted: 8 days ago
Salary: £ Competitive
Job Type: Permanent
Location: Belfast, County Antrim
Expire in: 20 days
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 Responsibilities
Lead, coach, and develop the client services team to ensure proactive, high-quality support
Manage work-flow 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
Level 4 Diploma in Regulated Financial Planning (or working towards it)
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 vacancyBefore You Apply
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