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Financial Services Administrator- IFA
Job summary
A leading recruitment firm in Belfast is seeking an experienced Financial Services Administrator to support a team of Financial Advisers. This hybrid role includes a comprehensive benefits package such as pension, private medical, and income protection. Candidates must have prior experience in an IFA environment and excellent attention to detail. The position offers a welcoming work culture with opportunities for professional growth.
Benefits
Qualifications
- Experience supporting Financial Advisers in an IFA environment is essential.
- Excellent attention to detail necessary.
- Strong work ethic with the ability to work independently, quickly and accurately.
Responsibilities
- Provide excellent administrative support to a team of Financial Advisers in an IFA environment.
- Prepare written reports and documents to tight timescales to meet customer requirements.
- Ensure customer information is stored securely and updated accurately as required.
Skills
Tools
FINANCIAL SERVICES ADMINISTRATOR- IFA
CMB Recruitment are delighted to be working with a leading Belfast based IFA company that is seeking an experienced Financial Services Administrator to join their team. The successful Financial Services Administrator will provide excellent administrative support to a team of Financial Advisers and clients alike, helping to ensure that customer service continues at an exceptional level. The role is hybrid with 2 days per week working from home and our client offers a pleasant, supportive and welcoming office working environment. An excellent salary and benefits package is available including Pension, Death in Service, Private Medical and Income Protection.
- Provide excellent administrative support to a team of Financial Advisers in an IFA environment
- Prepare written reports and documents to tight timescales to meet customer requirements.
- Undertake necessary research among available products to assist in suitable recommendations being made to clients.
- Ensure customer information is stored securely and updated accurately as required.
- Act as first point of contact for clients visiting the office.
- Communicate confidently with clients on both incoming and outgoing telephone calls.
- Experience supporting Financial Advisers in an IFA environment is essential
- Familiarity with Intelligent Office is desirable but not essential
- Excellent attention to detail necessary
- Strong work ethic with the ability to work independently, quickly and accurately.
- Good computer skills and comfortable with Microsoft Office
- Experience in dealing successfully with high net worth clients
- Be able to interact professionally with customers and colleagues alike.
Our client is offering a highly attractive salary and benefits package to attract a candidate of the highest calibre, including 25 days holiday plus stats, excellent Pension, Death in Service Benefit, Private Medical, Income Protection.
Please click on the link below to send your CV to us and we will be in contact. If you wish to have a confidential conversation about the role please contact Colin at CMB Recruitment on .
CMB Recruitment is acting as a Recruitment Agency for this role on behalf of our client.
- IFA Financial Services Admin
- Financial Product knowledge
- Attention to detail
- Ability to work independently
- Customer Relationship Management
- Pension
- Private Medical
- Death in Service Benefit
- Income Protection
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.