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Financial Planning Administrator

MLR Careers

Belfast

On-site

GBP 29,000 - 33,000

Full time

2 days ago

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Job summary

A respected Wealth Management firm is seeking a Financial Planning Administrator to join their growing team. This role involves supporting advisers and managing client interactions, as well as general office administration. The ideal candidate will have previous experience in a financial planning environment and proficiency with relevant systems.

Benefits

5% matching pension.

4 x salary DIS.

Income Protection.

Qualifications

Previous experience in an administration support role in Financial Planning.
Knowledge and practical use of back-office administration systems.
Good written and oral communication skills.

Responsibilities

Provide support for client portfolio management and processing data.
Act as a main point of contact for clients and handle queries.
Prepare and print necessary documentation and manage databases.

Skills

Client Management

Communication

Administration

Tools

Intelligent Office

This range is provided by MLR Careers. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from MLR Careers

My client is one of the most highly respected Wealth Management firms in Northern Ireland, enjoying a great reputation for integrity and for delivering sound advice. They have experienced a tremendous, sustained period of growth over the last 6 years, and as a result of additions to their Advisor team now wish to appoint a further Financial Planning Administrator.

You will be responsible for supporting the team with client portfolio management and the processing of data on investment platforms. This will include:

Providing support to the firm’s advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made
Act as a main point of contact for clients
Deal with client queries in an efficient and timely manner
Manage client databases on the back-office system, Intelligent Office (IO)
Prepare and print quotations, valuations, brochures, application forms, etc.
Process new business and service existing clients
Liaise and deal with investment and insurance companies, etc
Ensure updates and reports are issued to clients in a timely manner
Office administration generally including the use of Excel, analysis, updating database and file scanning

Relevant experience, skills and knowledge

Previous experience in an administration support role in Financial Planning
Knowledge and practical use of back-office administration systems including Intelligent Office or similar
A positive culture and attitude at all times
Good written and oral communication skills

Salary is expected to be in a range of between circa £29,000 and £33,000 but with room for negotiation for the right candidate. The benefits package is really great and includes:

5% matching pension.
4 x salary DIS.
Income Protection.

How to apply and for more information:

If you meet the criteria and would be interested in a having a confidential chat about this opportunity, please call Iain Cahoon on 07798 844546 or apply now by uploading your CV via this Job Board.

MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy.

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Finance and Sales
Industries
Investment Advice, Investment Management, and Financial Services

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