Financial Services Administrator

21 hours ago


Antrim Co Antrim, United Kingdom Brook Street UK 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 Lisburn. 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.
Preparing client valuations, application forms and meeting documentation for annual reviews.
Scheduling LOAs to providers and managing the return of policy documentation.
Providing professional customer service to new and existing clients via telephone, email and face to face when required.
Using financial planning software to create, record and update client records and ensuring these are kept up to date.
Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information.
At least 1 years` experience within Financial Planning, Pensions or Investments
Strong experience with Microsoft Packages



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