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Financial Services Administrator

  • Location:

    Belfast, County Antrim

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £23000 - £27000 per annum

  • Contact:


  • Contact email:

    [email protected]

  • Job ref:


  • Published:

    20 days ago

  • Expiry date:


  • Startdate:


Job Description

Due to ongoing growth and expansion they are seeking to recruit a Financial Services Administrator in the Belfast office.

The responsibilities will include general Financial Planning administration duties and providing support to Financial Advisers within the business.

Skills and Responsibilities:

* 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.
* Preparing client valuation reports and collate all documentation for client meetings
* 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.
* Ability to resolve problems quickly and efficiently
* Ability to work towards deadlines and prioritize workloads
* Attention to detail, organized and a strong communicator

* A minimum of 2 years` experience in Financial Services within an IFA firm.
* Knowledge of pensions and investments
* Experience of processing business with providers/on platforms

Please note that due to the high volume of applicants for this position only candidates with relevant experience working for an IFA will be considered and contacted - we appreciate your understanding in this matter

Please send CV via the apply link


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