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Financial Services Administrator

  • Location:

    Belfast, County Antrim

  • Sector:

    Admin & Secretarial

  • Job type:

    Permanent

  • Salary:

    £21000 - £23000 per annum

  • Contact:

    Colleen

  • Contact email:

    colleen.farquharson@brookstreet.co.uk

  • Job ref:

    BEL/296494_1584092198

  • Published:

    5 months ago

  • Expiry date:

    12/04/2020

  • 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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