Financial Services

2 weeks ago


Belfast, United Kingdom Vanrath Full time

VANRATH are delighted to be assisting one of NI's leading Investment firms with the recruitment of **Administrators **to join their growing team and well respected team in their **Belfast** office.
- This is a Global company who is also a market leader in wealth management and capital markets in Ireland._

This position is a **Permanent **position.

The role will be performed within Monday - Friday. Office is based in **Belfast**

**Salary**

£24,000 - £25,000 (+ fantastic benefits & much more including salary reviews etc)

**Responsibilities**
- 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,
- 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;
**The Ideal Person**
- A minimum of 2 years’ experience working in Administration or Administration with Finance;
- 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;

**Job Type**: Permanent

**Salary**: £23,628.49-£25,208.24 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: In person

Reference ID: PD3949393



  • Belfast, United Kingdom JohnstonGreer Full time

    Financial Services Administrator £24,000 to £28,000 plus benefits Financial Services Administrator required by this top-quality firm of Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in IFA administration the firm will look to move you into paraplanning if that isyour goal or you can focus on...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast client. Our client has been in operation for a number of years and has a very good name in the financial services industry. The Financial Administrator would be recruited to supplement their already established team. Job Description * Provide...


  • Belfast, United Kingdom Brook Street Full time

    Brook Street (UK) Ltd is delighted to be recruiting for a Financial Services Administrator on behalf of a growing financial planning and investment company in their Belfast Office. This role will consist of several aspects including administration support to the Financial Advisors within the company and is a great opportunity for the successful candidate...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast client.Our client has been in operation for a number of years and has a very good name in the financial services industry. The Financial Administrator would be recruited to supplement their already established team.Job Description* Provide...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast client.Our client has been in operation for a number of years and has a very good name in the financial services industry. The Financial Administrator would be recruited to supplement their already established team.Job Description* Provide...


  • Belfast, United Kingdom Brook Street Full time

    Brook Street Recruitment is working in behalf of our Belfast client to recruit a new full time and permanent Financial Services Administrator **Responsibilities**: Provide administration and client relationship support to the Wealth Management & Financial Advisory Team Compile pre-meeting information from internal and external sources Completing, checking...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street (UK) Ltd is delighted to be recruiting for a Financial Services Administrator on behalf of a growing financial planning and investment company in their Belfast Office.This role will consist of several aspects including administration support to the Financial Advisors within the company and is a great opportunity for the successful candidate to...


  • Belfast, United Kingdom University of Ulster Full time

    Lecturer in Financial Services**Role**: Lecturer in Financial Services**School**: Accounting, Finance and Economics - Ulster University Business School**Grade**: Academic Grade 7/8 (£38,495 - £54,452)**Responsible to**: Head of Apartment, Finance and Economics**Campus**: Belfast**Full-time/permanent** - The postholder will contribute to teaching, research,...


  • Belfast, United Kingdom Tenet Full time

    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...


  • Belfast, United Kingdom MCS Group Full time

    MCS Group is seeking a Project Manager with experience of delivering IT focused projects within a banking or financial services setting for a 6-12 month daily rate contract. Joining one of the world's largest consultancies that  specialises in digital transformation projects in the global financial markets, you'll join at an exciting time as they kick off...


  • Belfast, United Kingdom VANRATH Full time

    Are you a dedicated and experienced auditor looking for a challenging yet rewarding opportunity in a growing mid six accountancy practice? This is a dynamic and successful accountancy practice based in Belfast, with a Northern Ireland wide client base who take pride in delivering top-notch financial services. With a focus on excellence and a commitment to...


  • Belfast, United Kingdom Bartholomew & James (FS) Ltd Full time

    Bartholomew & James (FS) Ltd – Independent Financial Advisers B&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients. We are a small Business and this is an excellent opportunity to work very closely with...


  • Belfast, United Kingdom First Derivative Full time

    First Derivative is a global leader in consulting, business services and technology. Kdb+, the core platform underpinning First Derivatives software division KX, is the world’s fastest time-series database, deployed in markets as diverse as financial trading, space exploration, telecommunications, and formula one racing. Kdb+ combines streaming, in-memory...


  • Belfast, United Kingdom First Derivative Full time

    First Derivative is a global leader in consulting, business services and technology. Kdb+, the core platform underpinning First Derivatives software division KX, is the world’s fastest time-series database, deployed in markets as diverse as financial trading, space exploration, telecommunications, and formula one racing. Kdb+ combines streaming, in-memory...

  • Research Assistant

    1 month ago


    Belfast, United Kingdom Financial Times Full time

    **About Us** Across the FT Group, our people are united by a mission to deliver world-class information, news and services to our global audiences. We're a digital-first organisation made up of journalists, technologists, product managers, event planners, strategists, commercial and finance experts, marketing and communications specialists - and much more....


  • Belfast, United Kingdom Bartholomew & James (FS) Ltd Full time

    Bartholomew & James (FS) Ltd – Independent Financial AdvisersIs your CV ready If so, and you are confident this is the role for you, make sure to apply asap.B&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new...


  • Belfast, United Kingdom Bartholomew & James (FS) Ltd Full time

    Bartholomew & James (FS) Ltd – Independent Financial AdvisersB&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients. We are a small Business and this is an excellent opportunity to work very closely with the...


  • Belfast, United Kingdom Bartholomew & James (FS) Ltd Full time

    Bartholomew & James (FS) Ltd – Independent Financial AdvisersB&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients. We are a small Business and this is an excellent opportunity to work very closely with the...


  • Belfast, United Kingdom Bartholomew & James (FS) Ltd Full time

    Bartholomew & James (FS) Ltd – Independent Financial Advisers B&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients. We are a small Business and this is an excellent opportunity to work very closely with...


  • Belfast, United Kingdom Bartholomew & James (FS) Ltd Full time

    Bartholomew & James (FS) Ltd – Independent Financial AdvisersB&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients. We are a small Business and this is an excellent opportunity to work very closely with the...