Financial Services Administrator

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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 AN 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 for a confidential chat Brook Street NMR is acting as an Employment Agency in relation to this vacancy. Skills: Financial Services Administrator Wealth Management IFA
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Location:
Belfast
Job Type:
FullTime
Category:
Finance | Administration

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