Financial Services Administrator

Virtual Bridges; Belfast; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Financial Services Administrator to join their expanding team in Belfast. This role involves providing essential administration and client servicing support to Wealth Managers, ensuring timely and accurate implementation of actions from client meetings. The ideal candidate will have a background in financial services, particularly in IFA or Wealth Management, and possess strong communication skills. Join a dynamic team where your contributions will enhance service delivery and improve operational efficiencies. If you're passionate about client service and compliance, this opportunity is perfect for you.

Qualifications

• Experience in financial services, particularly in IFA or Wealth Management.
• Strong communication skills, both written and oral.

Responsibilities

• Provide administration and client servicing support to Wealth Managers.
• Maintain accurate client records and ensure compliance with regulations.

Skills

Communication Skills

Client Servicing

Quality Evaluation

Problem-Solving

Education

Experience in Financial Services

Knowledge of Wealth Management

Tools

Microsoft Office

Job description

Brook Street Recruitment is working on behalf of our client in Belfast city centre where an opportunity has arisen for a Financial Services Administrator to join their expanding team.

KEY RESPONSIBILITIES

1. Provide administration and client servicing support to the POD and Wealth Managers.
2. Assist in the scheduling of client annual reviews and the preparation of meeting packs, valuations, and all other documentation required.
3. Quality evaluation of compliance documentation, drawing adviser's attention to any issues or documentation needing updated as and when required.
4. Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings.
5. Liaising directly with back-office teams based in Dublin and third-party providers to ensure data amendments, payments, and income for clients are scheduled and actioned per client's request in a timely and efficient manner.
6. Direct customer call back and contact regarding the verification of client requests.
7. Deal with legal professionals efficiently and in strict compliance when dealing with requests of deceased administration processes.
8. The actioning and follow-up of Letters of Authority within tight timeframes to ensure smooth customer transition.
9. Maintain accurate client records across all company systems and other provider systems.
10. Continually seek ways of improving quality, service delivery, and efficiencies in processes and procedures.
11. Adherence to the firm's regulatory obligations and compliance processes and procedures.

Criteria

1. Previous experience in financial services - IFA / Wealth Management firm.
2. Knowledge of Wealth Management.
3. Fully PC literate and proficient with Microsoft.
4. Good communication skills - written and oral.

Salary can be discussed on application.

Please send CV to Colleen Farquharson via the apply link.

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