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Financial Services Administrator

  • Location:

    Belfast, County Antrim

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    Up to £25000 per annum

  • Contact:


  • Contact email:

    [email protected]

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Startdate:

    January 2022

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.

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
* Ability to process Pension transfers and replacement business
* 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
* Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements
* General Administration Duties

Previous experience:

* Its is absolutely 100% essential that applicants have experience of working within a financial advisor practice
* Must
* Knowledge of investments, pensions and protection products would be required
* Applicants must be proficient with the Microsoft Office Suite and have strong administration skills.
* Must have achieved or working towards Diploma level Financial Services qualifications

Salary will be decided after interview based on experience

Please send CV via the apply link


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