Financial Services Administrator
3 weeks ago
A Financial Services Administrator role has become available with a leading financial services firm in Lisburn, offering a full-time and permanent position.
About the Role:This well-established financial services company provides top-notch advice on various policies to high net-worth individuals.
Key Responsibilities:- Prepare client valuations, application forms, and meeting documentation for annual reviews.
- Schedule LOAs to providers and manage the return of policy documentation.
- Provide exceptional customer service to new and existing clients via phone, email, or face-to-face meetings as needed.
- Utilize financial planning software to create, record, and update client records, ensuring they remain up-to-date.
- Communicate effectively with external product providers as necessary to obtain policy-specific information.
- Stay informed about changes in legislation and processes that may impact your role, both internally and externally.
- Perform other administrative duties required to succeed in this role.
- At least 1 year of experience in Financial Planning, Pensions, or Investments
- Strong experience with Microsoft Packages
- Excellent numerical and literacy skills
The estimated salary for this role is approximately £25,000 - £35,000 per annum, based on your level of experience.
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Administrative Assistant – Financial Services
1 month ago
Antrim, United Kingdom Black Fox Solutions Full timeAccounts Administrator Job SummaryWe are currently recruiting for an Administrative Assistant – Financial Services to support our client's finance team in Antrim. The ideal candidate will have prior experience in a similar administrative role, preferably within a small to medium-sized organization. As an Accounts Administrator, you will be responsible for...
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Financial Services Administrator
4 weeks ago
Antrim, Co. Antrim, United Kingdom Brook Street UK Full timeBrook Street Recruitment is delighted to be recruiting for a Financial Services Administrator on behalf of a leading Financial Services firm based in Lisburn. 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. Preparing...
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Antrim, United Kingdom Brook Street UK Full timeJob Description Brook Street Recruitment is delighted to be recruiting for a Financial Services Administrator on behalf of a leading Financial Services firm based in Lisburn. 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...
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Antrim, United Kingdom Brook Street UK Full timeAbout the RoleThis is an exciting opportunity for an Entry-Level Paraplanner to join a well-established financial services firm in Lisburn. As a Financial Services Administrator, you will play a crucial role in supporting the advisory team, ensuring the delivery of exceptional client service while adhering to the highest standards of compliance.Your primary...
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Financial Services Administrator
3 weeks ago
Antrim, Co. Antrim, United Kingdom Brook Street UK Full time €25,000 - €30,000Brook Street Recruitment is working on behalf of our client in Lisburn to recruit a Financial Services Administrator / Entry level Paraplanner to join their team The candidate hired will be responsible to support the advisors giving the clients financial planning advice, ensuring the TCF principles are applied and that all internal procedures are being...
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Financial Services Coordinator
3 weeks ago
Antrim, United Kingdom Brook Street UK Full timeJob OverviewBrook Street UK is recruiting for a Financial Services Administrator to join their team in Lisburn. This permanent role offers the opportunity to work with a leading Financial Services firm, providing exceptional administrative support and services to clients.ResponsibilitiesAssist in preparing client valuations, application forms, and meeting...
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Financial Administrator
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Antrim, United Kingdom Brook Street UK Full timeJob OverviewWe are seeking a highly skilled Financial Services Administrator to join our team in Lisburn. As a key member of our support staff, you will play a vital role in helping our advisors provide financial planning advice to clients.Key ResponsibilitiesSupport the advisors by providing detailed client recommendations and ensuring all internal...
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Antrim, Co. Antrim, United Kingdom Brook Street UK Full timeBrook Street Recruitment is delighted to be recruiting for a Financial Services Administrator on behalf of a leading Financial Services firm based in Lisburn. 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...
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Financial Services Administrator
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Financial Services Administrator
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Antrim, United Kingdom Brook Street UK Full timeJob DescriptionBrook Street Recruitment is working on behalf of our client in Lisburn to recruit a Financial Services Administrator / Entry level Paraplanner to join their teamThe candidate hired will be responsible to support the advisors giving the clients financial planning advice, ensuring the TCF principles are applied and that all internal procedures...
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Antrim, Co. Antrim, United Kingdom Brook Street UK Full time €25,000 - €30,000Brook Street Recruitment is working on behalf of our client in Lisburn to recruit a Financial Services Administrator / Entry level Paraplanner to join their team The candidate hired will be responsible to support the advisors giving the clients financial planning advice, ensuring the TCF principles are applied and that all internal procedures are being...
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