Financial Services Administrator
2 weeks ago
Salary: £22,000 to £25,000 dependent on experience
Location: Greater Belfast area
Full-time role
The continued growth and success of a long established, reputable, firm has brought about a fantastic opportunity for an experienced financial services administrator to join a thriving team.
This is a role in which you can grow, and could be supported to further your career as a paraplanner, financial adviser, or other developmental role, so all levels of experience would be considered and the salary can be flexible to reflect that.
If you have exceptional attention to detail and have experience in administration in a financial services environment, ideally within an IFA practice, then this could be the opportunity you have been searching for and we would love to hear from you
**About the role**:
This is a busy and varied role in which you’ll be supported to utilise and increase your skills and to reach your full potential.
Other responsibilities include:
- Preparing client documentation and correspondence pre and post meetings as per business processes.
- Ensuring fund switches, rebalances, top-ups, and withdrawals are carried out accurately and within company timescales.
- Diarising action points resulting from meetings, ensuring they are handled.
- Providing a friendly and professional point of contact for clients and enquiries, demonstrating excellent written and verbal communication whilst building a rapport.
- Preparing client review documentation and supporting in delivery of reviews, where needed.
- Answering, screening, and forwarding inbound calls and correspondence.
- Undertaking other general administration as directed by management.
**About you**:
You will have a drive to learn and improve, will be an effective multitasker with a keen eye for detail and will ideally come with demonstrable experience in financial services administration. Above all, you will have the willingness to take on a variedand exciting role and to be challenged to learn new things.
Essential criteria:
- Demonstrate excellent accuracy skills and show a care for detail and correct data entry.
- Able to achieve agreed outcomes without supervision.
- Able to manage own time, prioritise and plan own workload.
- Able to work within defined business processes.
Essential experience:
- Have a minimum of one year of experience working as an administration, as well as at least two years working within a financial planning environment.
- Hold relevant qualifications or be working toward gaining these qualifications.
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