Back to Search Results

Financial Services Administrator

Job 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.

* 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.

If interested please send CV via the apply link


Looking for a job? Register your CV now


Looking to recruit? Find the perfect hire today

Upload Job

Want a career at Brook Street? Join our team

Join Now