Financial Services Administrator

5 months ago


Belfast, United Kingdom Brook Street Full time

Brook Street Recruitment is delighted to be recruiting for a Financial Services Administrator on behalf of a leading Financial Services firm based in Belfast. This is a full-time and permanent position.

Our client is an established Financial Services firm who provide a first-class advice on a range of policies to high net-worth individuals.

You will be responsible for providing administrative support and their clients. This is an exciting time to be part of a leading firm, providing you with fantastic personal development opportunities.

DUTIES
- Scheduling LOAs to providers and managing the return of policy documentation.
- 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.
- 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
- Must have at least 1 years' experience within Financial Planning, Pensions or Investments
- Strong experience with Microsoft Packages
- Strong numerical and literacy skills

The salary for this role is dependent on experience and has a great benefits package

Please send CV to Colleen Farquharson via the link



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