Administrator

6 days ago


Craigavon, United Kingdom Black Fox Solutions Full time £24,000 - £25,000
Administrator – Portadown - £25,000

Working with a well-established team in the Financial Services industry you will provide administrative support to a senior financial planner.

Benefits:
  • Generous wider benefits package – pension, life assurance, health insurance, and other employment benefits.
  • Discretionary bonus scheme based on personal and company performance.
  • The firm is supportive of career progression and professional development, including exams.

Criteria:
  • Previous experience in a similar position
  • Experience working in financial services or investment management
  • Knowledge and experience of the advice process and regulatory requirements.

The role:
  • Gathering and analyzing data.
  • Undertaking technical research on a wide range of financial products.
  • Preparing suitability reports with support and guidance from a financial planner.
  • Maintaining a client management system.
  • Helping to support an existing client base and dealing with client queries.
  • Adhering to the firm’s compliance procedures and FCA regulatory requirements.
 For more information on this position please apply with an updated CV or contact Sophie Keogh at Black Fox Solutions.
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