Financial Services Administrator
3 days ago
Brook Street Recruitment are delighted to be recruiting on behalf of our East Belfast client who are a leading firm of Independent Financial Advisers and Wealth Managers
Due to ongoing growth and expansion they are seeking to recruit an Administrator in the Belfast office. They are looking for an ambitious individual who will grow with the business.
**Job Description**:
The responsibilities will include general Financial Planning administration duties and providing support to Financial Advisers within the business.
Skills and Responsibilities:
- 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.
- Preparing client valuation reports and collate all documentation for client meetings
- General PA duties to the Financial Advisers within the business as and when required.
- Continue to develop your knowledge and understanding of any change in legislation and processes, internally and externally, which may impact your role.
- Other administrative duties required to fulfil role successfully.
- Ability to resolve problems quickly and efficiently
- Ability to work towards deadlines and prioritize workloads
- Attention to detail, organized and a strong communicator
**Requirements**:
- A minimum of 2 years' experience in Financial Services within an IFA firm.
- Knowledge of pensions and investments
- Experience of processing business with providers/on platforms.
Desirable:
- Experience of using Intelligent Office
**Benefits**:
- Competitive benefits package
- Free on site parking
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