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.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* Ability to process Pension transfers and replacement businessPrevious 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 MathsWorking Monday to Friday office hours Salary will be decided after interview based on experiencePlease send CV to Colleen Farquharson via the apply link



  • Belfast, United Kingdom JohnstonGreer Full time

    Financial Services Administrator £24,000 to £28,000 plus benefits Financial Services Administrator required by this top-quality firm of Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in IFA administration the firm will look to move you into paraplanning if that isyour goal or you can focus on...


  • Belfast, United Kingdom JohnstonGreer Full time

    Financial Services Administrator£24,000 to £28,000 plus benefitsFinancial Services Administrator required by this top-quality firm of Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in IFA administration the firm will look to move you into paraplanning if that isyour goal or you can focus on remaining a...


  • Belfast, United Kingdom Brook Street UK 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. Job Description * Provide...


  • Belfast, United Kingdom Brook Street UK 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. Job Description * Provide...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast client.Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.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...


  • Belfast, United Kingdom Brook Street UK 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. Job Description * Provide...


  • Belfast, United Kingdom JohnstonGreer Full time

    Financial Services Administrator£24,000 to £28,000 plus benefitsAdministrator required by this top-quality firm of Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in IFA administration the firm will look to move you into paraplanning if that is your goal or you canfocus on remaining a professional...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast client. Read all the information about this opportunity carefully, then use the application button below to send your CV and application. Our client has been in operation for a number of years and has a very good name in the financial services...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast client. Read all the information about this opportunity carefully, then use the application button below to send your CV and application. Our client has been in operation for a number of years and has a very good name in the financial services...


  • Belfast, United Kingdom Brook Street Full time

    Brook Street Recruitment is delighted to be recruiting for a Financial Services Administrator on behalf of a leading Financial Services firm based in Belfast. This is a full-time and permanent position. Our client is an established Financial Services firm who provide a first-class advice on a range of policies to high net-worth individuals. You will be...


  • Belfast, United Kingdom Brook Street UK 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.Job Description* Provide...


  • Belfast, United Kingdom Brook Street UK 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.Job Description* Provide...


  • Belfast, United Kingdom Brook Street Full time

    Brook Street Recruitment is working in behalf of our Belfast client to recruit a new full time and permanent Financial Services Administrator **Responsibilities**: Provide administration and client relationship support to the Wealth Management & Financial Advisory Team Compile pre-meeting information from internal and external sources Completing, checking...


  • 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. **Job Description**: -...


  • Belfast, United Kingdom Brook Street Full time

    Brook Street Recruitment is working in behalf of our Belfast client to recruit a new full time and permanent Financial Services AdministratorResponsibilities:Provide administration and client relationship support to the Wealth Management & Financial Advisory TeamCompile pre-meeting information from internal and external sourcesCompleting, checking and...


  • Belfast, United Kingdom Brook Street Full time

    Brook Street Recruitment is delighted to be recruiting for a Financial Services Administrator on behalf of a leading Financial Services firm based in Belfast. This is a full-time and permanent position. Our client is an established Financial Services firm who provide a first-class advice on a range of policies to high net-worth individuals. You will be...


  • 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. Job Description * Provide...


  • Belfast, United Kingdom Abacus Professional Recruitment Full time

    **Exciting Job Opportunity: Financial Services Administrator** Are you ready to take the next step in your career and join a dynamic and growing financial services firm? My client is currently seeking a Financial Services Administrator to join their team in Belfast. Whether you’re an experienced professional or a recent graduate with a passion for...


  • Belfast, United Kingdom Brook Street Full time

    Brook Street Recruitment is delighted to be recruiting for a Financial Services Administrator on behalf of a leading Financial Services firm based in Belfast. This is a full-time and permanent position. Our client is an established Financial Services firm who provide a first-class advice on a range of policies to high net-worth individuals. You will be...


  • Belfast, United Kingdom Abacus Professional Recruitment Full time

    **Exciting Job Opportunity: Financial Administrator** Are you ready to join a thriving financial planning practice and take your career to new heights? I am currently seeking a motivated and dedicated individual to join my Client’s team as a Financial Administrator or Senior Financial Administrator. With their expanding business and commitment to...