Financial Services Administrator (Pensions & Investments)

Brook Street; Armagh; On-site; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Competitive salary

Career development

Supportive environment

Job summary

Brook Street Recruitment is representing a client in Armagh seeking an experienced Financial Services Administrator to join a well-established financial planning team. The role supports Financial Advisors and services client policies and portfolios, requiring knowledge of pensions and investments.

The ideal candidate will be organised, proactive and able to manage multiple tasks with accuracy, providing exceptional service to clients and advisers alike.

Qualifications

• Minimum of 2 years' experience in Financial Services, Wealth Management or Financial Planning administrative role.
• Strong working knowledge of pensions and investment products.
• Excellent organisational skills with the ability to manage multiple tasks and deadlines.
• Proficient in Microsoft Office, including Word, Excel, Outlook and Teams.
• Strong verbal and written communication skills.
• Professional, enthusiastic and self-motivated approach to work.
• Demonstrable stable employment history.

Responsibilities

• Providing administrative support to Financial Advisors.
• Processing and monitoring pension, investment, and protection business.
• Liaising with providers, clients, and advisers to progress applications and policy requests.
• Ensuring all documentation is accurate, compliant, and completed within agreed timescales.
• Following up on outstanding policies and applications to ensure timely completion.
• Maintaining accurate client records and updating internal systems.
• Handling client queries professionally, both verbally and in writing.

Skills

Organisational skills

Communication skills

Microsoft Office

Attention to detail

Self-motivated

Multi-tasking

Education

GCSE English & Maths

Financial Services qualifications (advantageous)

Tools

Microsoft Office Suite (Word/Excel/Outlook/Teams)

Job description

Brook Street Recruitment is working on behalf of our client in Armagh who is currently seeking an experienced and highly organised Financial Services Administrator to join a well-established financial planning team. This role involves providing comprehensive administrative support to Financial Advisors while ensuring the smooth processing and servicing of client policies and investment portfolios. The successful candidate will have previous experience working within the financial services or wealth management sector, with a strong understanding of pensions and investment products. You will be detail-oriented, proactive, and committed to delivering an excellent client experience.

Key Responsibilities

• Providing administrative support to Financial Advisors.
• Processing and monitoring pension, investment, and protection business.
• Liaising with providers, clients, and advisers to progress applications and policy requests.
• Ensuring all documentation is accurate, compliant, and completed within agreed timescales.
• Following up on outstanding policies and applications to ensure timely completion.
• Maintaining accurate client records and updating internal systems.
• Handling client queries professionally, both verbally and in writing.

Candidate Requirements

• Minimum of 2 year's experience in a Financial Services, Wealth Management, or Financial Planning administrative role.
• Strong working knowledge of pensions and investment products.
• Excellent organisational skills with the ability to manage multiple tasks and deadlines.
• Proficient in Microsoft Office, including Word, Excel, Outlook, and Teams.
• Strong verbal and written communication skills.
• Professional, enthusiastic, and self-motivated approach to work.
• Demonstrable stable employment history.

Qualifications

• GCSEs (or equivalent) including English and Maths.
• Relevant Financial Services qualifications would be advantageous but are not essential.

Benefits

• Competitive salary, depending on experience.
• Opportunity to develop your career within a respected financial services organisation.
• Supportive and professional working environment.

This is an excellent opportunity for an experienced Financial Services Administrator looking to further their career within a growing and client-focused financial planning business.

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