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Financial Services Administrator

  • Location:


  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:


  • Contact email:

    [email protected]

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  • Published:

    26 days ago

  • Expiry date:


  • Startdate:


Job Description

Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast client.

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

Previous experience:

* 100% Must have experience of working within a financial advisor practice
* Knowledge of investments, pensions and protection products preferred
* Applicants must be proficient with the Microsoft Office Suite and have strong clerical skills.
* Must be educated to GCSE standard to include English and Maths

Working Monday to Friday office hours

Salary will be decided after interview based on experience

Please send CV to Colleen Farquharson via the apply link

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