Financial Services Administrator

Posted 24 March 2025
Salary Negotiable
LocationBelfast
Job type Permanent
Discipline Financial Services
ReferenceBBBH401350_1742834857

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

Desirable:

  • Working towards or having achieved the Level 4 Diploma in financial advice



Salary will depend on experience - circa 26-28k

Please send CV to Colleen Farquharson via the apply link

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.