Financial Administrator

2 weeks ago

Belfast, United Kingdom VANRATH Full time

VANRATH are delighted to be assisting one of NI's leading Law firms with the recruitment of an **Admin** 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 - £26,000 (+ 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;

**Salary**: £24,808.17-£26,971.40 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay
- Performance bonus
- Tips
- Yearly bonus

Work Location: One location

Reference ID: PD2121

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