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