Financial Planning Specialist
1 day ago
Brook Street UK's client is a reputable financial services firm located in Lisburn, providing expert advice on various policies to high net-worth individuals.
Role Overview:We are seeking an experienced Financial Services Administrator to join our team on a full-time and permanent basis. This is an exciting opportunity to work with a leading financial services company in the region.
Key Responsibilities:- Conduct thorough research and prepare client valuations, application forms, and meeting documentation for annual reviews.
- Schedule Letters of Authority (LOAs) to providers and manage the return of policy documentation.
- Deliver exceptional customer service to new and existing clients through regular communication via phone, email, or face-to-face meetings.
- Utilize financial planning software to maintain accurate and up-to-date client records.
- Foster effective relationships with external product providers to obtain policy-specific information.
- Remain knowledgeable about changes in legislation and processes impacting the role.
- Pursue additional responsibilities to enhance job performance.
- Proven experience in Financial Planning, Pensions, or Investments
- Strong proficiency in Microsoft Packages
- Superior numerical and literacy skills
The successful candidate will receive a competitive salary, ranging from £25,000 to £35,000 per annum, depending on experience.
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Financial Planning Specialist
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