Financial Administrator
3 weeks ago
We value our employees as much as our clients, and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.
Our city centre location, free access to our onsite gym, and impressive social calendar are just some of the unique benefits our employees enjoy while working at the company.
Performance related bonuses, generous pension contributions and investment in your further education demonstrate the value we place in developing and rewarding our staff.
An opportunity has arisen for a Administrator - Finance to join our team in Belfast.
**Key responsibilities of this position will include**:
- Process new business and client instructions in a timely manner
- Liaise with Advisers and management to ensure effective and compliant delivery of allocated duties
- Compile and maintain records to support research undertaken and solutions provided, and update client records as required within the system
- Ensure timely delivery of key features, illustrations and other mandatory documentation within agreed timescales
- Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings and to service existing clients;
- Prepare timely, accurate information and documentation to ensure client reviews and valuations are delivered in line with agreed service schedules
- Provide administration and client relationship support to the Wealth Management & Financial Advisory Team
- Compile pre-meeting information from internal and external sources
- Completing, checking and submitting client reports and take on documentation,
**Requirements**:
- A minimum of 2 years’ experience working in Administration or the Financial Administration Services sector;
- An excellent working knowledge of MS Office and a good telephone manner;
- A flexible attitude and a proven record as a strong team player;
- Strong client focus;
- Demonstrable knowledge and understanding of financial planning products, services and issues, in particular in the areas of investment, pensions and protection products and the tax implications of such products;
**Salary**: £23,818.54-£25,026.98 per year
**Benefits**:
- Company events
- Company pension
- Gym membership
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: PD1
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