Financial Services Administrator

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Job Description


Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast Belfast client. The role is a full time and permanent job.
Our client has been in operation for a number of years and has a very good name in the financial services industry. The Financial Administrator would be recruited to supplement their already established team.
Job Description

  • Provide administration support to the Financial Advisor
* Organising client files for meetings, preparation of valuations and product research
* Submission of new business applications, monitoring through to completion
* Accurate inputting onto systems.
* Maintaining and ensuring completeness of client files for compliance purposes
* Prepare draft suitability reports for clients
* Liaising with clients and professional bodies
* Managing/updating business pipeline and all client files
* Organising appointment diary and advisor meetings
* General Administration Duties
* Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements
Previous experience:
  • 100% Must have experience of working within a financial advisor practice
* Knowledge of investments, pensions and protection products preferred
* Applicants must be proficient with the Microsoft Office Suite and have strong clerical skills.
* Must be educated to GCSE standard to include English and Maths
PLEASE NOTE THAT APPLICANTS NEED TO HAVE WORKED IN A FSA ROLE IN WEALTH MANAGEMENT PREVIOUSLY !
Salary will be decided after interview based on experience
Please send CV to Colleen Farquharson via the apply link or call 02890 881100 for a confidential chat

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


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Location:
Finaghy
Job Type:
FullTime
Category:
Finance And Insurance

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