Financial Services Administrator
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Location:
Belfast
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Sector:
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Job type:
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Salary:
£21000 - £23000 per annum
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Contact:
Colleen
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Contact email:
colleen.farquharson@brookstreet.co.uk
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Job ref:
BEL/296494_1584092198
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Published:
about 4 years ago
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Expiry date:
12/04/2020
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Startdate:
ASAP
Job Description
Brook Street (UK) Ltd is delighted to be recruiting for a Financial Services Administrator on behalf of a growing financial planning and investment company in their Belfast Office.
This role will consist of several aspects including administration support to the Financial Advisors within the company and is a great opportunity for the successful candidate to essentially gain an insight into the role of a financial advisor and be part of the maintenance and servicing to high value clients.
Key Duties:
* Ensure that all cases are dealt with in a compliant manner and any action taken is fully documented and updated in IO.
* Review the status of client business and provide regular updates on progress of cases to the Advisers you are supporting.
* Develop and maintain effective relationships with key clients.
* Develop & maintain knowledge of the Financial Services market, legislative changes, company policies and procedures.
* Communicate and liaise internally and externally to facilitate excellent working relationships
* Provide integral support to the sales process in order to help increase new business income
* Suggest/contribute fully to process improvements
* Respond to opportunities to improve service as they arise
* Provide technical support both internally to the Financial Advisors but also externally to clients by taking ownership of customer queries and problems.
* Maintaining relationships will be a key output of this role as working productively with the team and clients will ensure that the commitment of great customer service is achieved.
Essential Criteria:
* Minimum of 5 GCSE`s including Maths & English
* A minimum of 12 months experience in Financial Services particularly within an IFA.
PLEASE NOTE THAT THIS IS NOT JUST AN ADMINISTRATION ROLE - IT INVOLVES WORKING IN THE FINANCIAL SERVICES INDUSTRY AND APPLICANTS MUST HAVE RELEVANT EXPERIENCE OF WORKING FOR AN IFA
Desirable:
* Working towards or having achieved the Level 4 Diploma in financial advice
Salary will depend on experience, £21-23k per annum
There is also a competitive benefits package and the client will provide exam support
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