Financial Services Administrator

1 month ago

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.

Key Duties:

- Ensure that all cases are dealt with in a compliant manner and any action taken is fully documented and updated.
- Review the status of client business and provide regular updates on progress of cases to the Advisers you are supporting.
- Develop and maintain effective relationships with key clients.
- Develop & maintain knowledge of the Financial Services market, legislative changes, company policies and procedures.
- Communicate and liaise internally and externally to facilitate excellent working relationships
- Provide integral support to the sales process in order to help increase new business income
- Suggest/contribute fully to process improvements
- Respond to opportunities to improve service as they arise
- Provide technical support both internally to the Financial Advisors but also externally to clients by taking ownership of customer queries and problems.
- 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.

Essential Criteria:

- Minimum of 12 months experience in Financial Services particularly within a wealth managment environment
- Minimum of 5 GCSE's including Maths & English

PLEASE NOTE THAT THIS IS NOT JUST AN ADMINISTRATION ROLE - IT INVOLVES WORKING IN THE FINANCIAL SERVICES INDUSTRY AND APPLICANTS MUST HAVE RELEVANT EXPERIENCE

Salary will depend on experience, £27-28k per annum

There is also a competitive benefits package and the client will provide exam support

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