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Financial Services Administrator

Job Description

Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our Belfast client. The role is a full time and permanent job.

Our client has been in operation for a number of years and has a very good name in the financial services industry. The Financial Administrator would be recruited to supplement their already established team.

The candidate must have hands on experiemce working in a financial advisory / wealth management company.

Job Description

* Provide administration support to the Financial Advisor
* Organising client files for meetings, preparation of valuations and product research
* Submission of new business applications, monitoring through to completion
* Accurate inputting onto systems.
* Maintaining and ensuring completeness of client files for compliance purposes
* Prepare draft suitability reports for clients
* Liaising with clients and professional bodies
* Managing/updating business pipeline and all client files
* Organising appointment diary and advisor meetings
* General Administration Duties
* Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements

Previous experience:

* 100% Must have experience of working within a financial advisor practice - other candidates will not be considered.
* Knowledge of investments, pensions and protection products
* Applicants must be proficient with the Microsoft Office Suite and have strong clerical skills.
* Must be educated to GCSE standard to include English and Maths

Salary for the role will depend on background and experience

Please send CV via the apply link


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