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Financial Services Administrator

  • Location:

    Belfast, County Antrim

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £20000 - £24000 per annum

  • Contact:

    Colleen

  • Contact email:

    [email protected]

  • Job ref:

    BEL/299112_1642066695

  • Published:

    11 days ago

  • Expiry date:

    24/02/2022

  • Startdate:

    28/02/22

Job Description

Brook Street Recruitment is delighted to be 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 1 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.

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