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Financial Services Administrator

1 month ago

Belfast, United Kingdom Brook Street Full time

Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast client.

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
* Maintaining and ensuring completeness of client files for compliance purposes
* General Administration Duties
* Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements
* Ability to process Pension transfers and replacement business

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

Working Monday to Friday office hours

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