Financial Services Administrator
New Today
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.
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 st...
- Location:
- Antrim
- Job Type:
- FullTime
- Category:
- Accounting & Finance
We found some similar jobs based on your search
-
New Today
Financial Services Administrator
-
Antrim
- Accounting & Finance
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 ...
More Details -
-
New Yesterday
Financial Services Administrator
-
Antrim
- Finance And Insurance
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 ...
More Details -