Job Description

Brook Street Recruitment are working on behalf of our Belfast client to recruit a Financial Services Administrator to join their expanding business

This role will involve providing administration support to the Financial Advisors within the company and will require applicants to have worked in a similar IFA environment


Duties

* Using financial planning software to create record and update client records and ensuring these are kept up-to-date.
* Preparing client valuations, application forms and meeting documentation for annual review
* Review clients cases provide updates where applicable to the Financial Advisors/ clients.
* Develop and maintain effective relationships with internal and external stakeholders to facilitate excellent working relationships
* Prepare timely and accurate materials to ensure reviews and valuations are delivered to clients within the agreed schedule.
* Maintaining relationships will be a key output of this role as working productively with the team and clients will ensure that the commitment of great customer service is achieved
* Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information.
* Continue to develop your knowledge and understanding of any change in legislation and processes, internally and externally, which may impact your role.
* Other administrative duties required to fulfil role successfully.


Essential Criteria

* Minimum of 5 GCSE`s including Maths & English
* A minimum of 2-3 years` experience in Financial Services and MUST be within an IFA.


* Desirable: o Working towards or having achieved the Level 4 Diploma in financial advice.