Financial Services Administrator

Virtual Bridges; Belfast; On-site; GBP 25,000 - 32,000; Full time

Job summary

A leading company in Belfast is seeking a Financial Services Administrator to support their team. The role involves handling client inquiries, utilizing financial planning tools, and preparing documentation for meetings. Ideal candidates should have a background in financial services, strong communication skills, and attention to detail.

Qualifications

• Minimum 2 years experience in Financial Services within an IFA firm.
• Working knowledge of pensions and investments.
• Experience of processing business with providers.

Responsibilities

• Provide professional customer service to clients via phone, email, and in-person.
• Use financial planning software to update and maintain client records.
• Prepare client valuation reports for meetings.

Skills

Customer Service

Problem Solving

Attention to Detail

Organizational Skills

Communication

Job description

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Brook Street Recruitment is working on behalf of our client in Belfast city centre who are currently seeking to recruit a Financial Services Administrator to join their team.

The responsibilities will include general Financial Planning administration duties and providing support to Financial Advisers within the business.

Skills And Responsibilities

• Providing professional customer service to new and existing clients via telephone, email and face to face when required.
• Using financial planning software to create, record and update client records and ensuring these are kept up to date.
• Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information.
• Preparing client valuation reports and collate all documentation for client meetings
• Continue to develop your knowledge and understanding of any change in legislation and processes, internally and externally, which may impact your role.
• Other administrative duties required to fulfil role successfully.
  
  

Requirements

• A minimum of 2 years` experience in Financial Services within an IFA firm.
• Working knowledge of pensions and investments
• Experience of processing business with providers/on platforms
• Ability to resolve problems quickly and efficiently
• Ability to work towards deadlines and prioritise workloads
• Attention to detail, organised and a strong communicator
• Salary will depend on experience - £28-30k
  
  

Please note that due to the high volume of applicants for this position only candidates with relevant experience working for an IFA or wealth management firm will be considered and contacted - we appreciate your understanding in this matter

Please send CV to Colleen Farquharson via the apply link

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

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Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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