Financial Services Administrator
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Location:
Belfast
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Sector:
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Job type:
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Salary:
£22000 - £28000 per annum
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Contact:
Colleen
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Contact email:
colleen.farquharson@brookstreet.co.uk
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Job ref:
BEL/298280_1624889150
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Published:
almost 3 years ago
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Expiry date:
9/08/2021
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Startdate:
ASAP
Job Description
Brook Street Recruitment Ltd is currently recruiting for a Financial Services Administrator on behalf of a leading Financial Services firm based in Belfast. This is a full-time and permanent position.
Our client is an established Financial Services firm who provide a first class advice on a range of policies to high net-worth individuals.
You will be responsible for providing administrative support and their clients. This is an exciting time to be part of a leading firm, providing you with fantastic personal development opportunities.
DUTIES
* Preparing client valuations, application forms and meeting documentation for annual reviews.
* Scheduling LOAs to providers and managing the return of policy documentation.
* Providing professional customer service to new and existing clients via telephone, email and face to face when required.
* Using financial planning software to create, record and update client records and ensuring these are kept up-to-date.
* 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
* At least 3 year`s experience within Financial Planning, Pensions or Investments
* Strong experience with Microsoft Packages
* Strong numerical and literacy skills
Package
The salary for this role is dependent on experience and has a great benefits package. £22-28K DOE
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