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Financial Services Administrator

  • Location:

    Ballymena, County Antrim

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Colleen

  • Contact email:

    [email protected]

  • Job ref:

    BEL/300094_1658401385

  • Published:

    18 days ago

  • Expiry date:

    1/09/2022

  • Startdate:

    ASAP

Job Description

Brook Street (UK) Limited are delighted to be working with our Ballymena based Financial Services company that is seeking an experienced Financial Services Administrator to join their team on a part time basis - 3 days per week

The successful Financial Services Administrator will provide strong administrative support to a team of Financial Advisers, helping to ensure that customer service continues at an exceptional level.

Main Duties

Processing new business, including application forms and online provider systems
Chase all ongoing cases/outstanding LOAs and Transfer of Servicing
Place plans on risk when Welcome Packs received and inform team
Prepare client review reports (pre and post)
Ensure Compliance Procedures are always adhered to
Ensure Data Protection and Confidentiality policy is always adhered to
Ensure all compulsory testing is completed within specified timescales
Provide general support and undertake any other duties as requested

Administrative Duties

To provide administrative support to team as follows:
Provide general support to the team as a whole
Preparation of client meeting folders/documentation
Respond to all client requests in a timely and professional manner
Record all client and provider discussions on Intelligent Office with date and time index
Undertake file management duties including document scanning and filing
Ensure the office environment is always tidy and safe
Any other general administrative duties as required

Essential Criteria

Minimum of three years' relevant experience in a financial services role
Ideally experience using Intelligent Office
Competence in desktop applications (e.g. Word, Excel and Outlook)
Understanding of data protection
Excellent communication skills, both written and verbal
Ability to follow established processes and procedures/verbal direction
Organised, detailed and accurate
Able to contribute as part of a team as well as to work independently
A high level of computer skills including MS Word, Excel, Outlook
A high level of English spelling and grammar
Ability to multi-task

WHAT'S IN IT FOR YOU:

Industry specific training
20 days annual leave plus statutory holidays (pro rota)
Market leading auto-enrolment pension scheme
Private medical cover
Income protection
Death in service benefit
Off-road/on-site parking

Salary will depend on experience
Working days are negotiable for the right candidate


Please send CV via the link

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