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Title

Financial Services Administrator

Salary/Rate
€28900/annum
Location
Belfast
Posted
12/04/2019 (07:50)
Agency
Apply Now
Description
Brook Street (UK) Limited is working on behalf of our financial services client who is located in Belfast city centre to recruit a Financial Services Administrator.

This is an excellent chance to join a terrific company with excellent career progression possibilities.

Key responsibilities of this position will include:

* Provide administration and client relationship support to the Wealth Management & Financial Advisory Team

* Completing, checking and submitting client reports and take on documentation,

* Process new business and client instructions in a timely manner

* Liaise with Advisers and management to ensure effective and compliant delivery of allocated duties

* Compile and maintain records to support research undertaken and solutions provided, and update client records as required within the internal system

* Ensure timely delivery of key features, illustrations and other mandatory documentation within agreed timescales

* Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings and to service existing clients;

* Prepare timely, accurate information and documentation to ensure client reviews and valuations are delivered in line with agreed service schedules

* Support the ongoing client relationship, in conjunction with the Adviser and administration staff;

* General administrative duties within the Wealth Management and Financial Advisory businesses.

REQUIREMENTS

* A minimum of 2 years` experience working in the Financial Services sector;

* An excellent working knowledge of MS Office and a good telephone manner;

* A flexible attitude and a proven record as a strong team player;

* Strong client focus;

* Demonstrable knowledge and understanding of financial planning products, services and issues, in particular in the areas of investment, pensions and protection products and the tax implications of such products;

* Relevant knowledge of the UK regulatory framework;

* Very strong communication and presentation skills;

* Analytical and research skills;

* Effective time and caseload management capabilities.

PLEASE NOTE - APPLICANTS MUST COME FROM A FINANCIAL SERVICES BACKGROUND AND HAVE WORKED FOR AN IFA - APPLICANTS WITHOUT THIS BACKGROUND WILL NOT BE CONSIDERED

If interested please send CV via the apply link
Type
Permanent
Start Date
27/05/19  
Contract Length
N/A  
Telephone
Job Reference
BEL/295307
Job ID
209852873
Applications
Less than 10
 
 

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