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Financial Services Administrator

  • Location:

    Belfast, County Antrim

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Up to £18000 per annum

  • Contact:

    Colleen

  • Contact email:

    belfast.web@brookstreet.co.uk

  • Job ref:

    BEL/294857_1546622157

  • Published:

    3 months ago

  • Expiry date:

    3/02/2019

  • 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 South Belfast Office.

This role will involve performing various administrative duties and the support/management of client relationships with the firm.

Key responsibilities will be to interpret data and agreed actions following advisor/client meetings along with producing client review reports to consolidate client needs and objectives.
You will be responsible to provide effective technical support both externally & internally and take ownership of certain customer queries and problems

Requirements:

* A minimum of 12 months experience in Financial Services organisation/ industry
* Experience related to general administration duties relation to financial administration
* Knowledge or experience of working directly with pensions and investments.

Desirable:

* Conducting client review process.
* Production of review reports/letters.

Salary will start on circa £18k per annum


Please send CV via the link

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