Financial Services Administrator

20 hours ago


Antrim Co Antrim, United Kingdom Brook Street UK Full time €25,000 - €30,000

Brook Street Recruitment is working on behalf of our client in Lisburn to recruit a Financial Services Administrator / Entry level Paraplanner to join their team
The candidate hired will be responsible to support the advisors giving the clients financial planning advice, ensuring the TCF principles are applied and that all internal procedures are being followed.
Assist the advisors providing detailed client recommendations in those areas deemed less technical such as client reviews, protection & cash based investments with all supporting documentation as per the firms internal processes.
Updating and recording of fund and product research for internal investment committee, as well as preparing and attending quarterly and adhoc investment committee meetings.
Supporting the Firms investment Committee in agreeing high level preferred investment options for segments of the client base.
Tracking investments through to completion & updating internal records accordingly
Preparing and attending quarterly and adhoc investment committee meetings

Must have previous experience working in a Financial Services/Wealth Management company
Good understanding and knowledge / awareness of other relevant legislation such as: FCA money laundering section of the System and Controls Sourcebook (SYSC), Joint Money Laundering Steering Group (JMLSG) Guidance and other relevant financial crime legislation, including the Bribery Act



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