Financial Services Administrator

Brook Street Recruitment are working on behalf of our Wealth Management client located in Doagh to recruit a Financial Services Administrator to join their expanding business

This role will involve providing administration support to the Financial Advisors within the company and will require applicants to have worked in a similar IFA environment

Duties
- Using financial planning software to create record and update client records and ensuring these are kept up-to-date.
- Review clients cases provide updates where applicable to the Financial Advisors/ clients.
- Develop and maintain effective relationships with internal and external stakeholders to facilitate excellent working relationships
- Prepare timely and accurate materials to ensure reviews and valuations are delivered to clients within the agreed schedule.
- Maintaining relationships will be a key output of this role as working productively with the team and clients will ensure that the commitment of great customer service is achieved
- Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information.
- 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.

Essential Criteria
- Minimum of 5 GCSE's including Maths & English
- A minimum of 2-3 years' experience in Financial Services particularly within an IFA environment

Salary will depend on experience

Please send CV via the link