Administrative Professional

1 day ago


Antrim, United Kingdom Brook Street UK Full time
Job Description:

We are recruiting for a skilled Financial Services Administrator to work within our client's team in Lisburn.

About the Job:

This is a full-time and permanent position, offering the successful candidate a stable and rewarding career path.

Responsibilities:
  • Research and document client information, including valuations, application forms, and meeting notes.
  • Manage LOAs and policy documentation, ensuring timely returns and accurate processing.
  • Provide exceptional customer service, responding promptly to client inquiries and concerns.
  • Maintain accurate and up-to-date client records using financial planning software.
  • Collaborate with external product providers to obtain policy information and updates.
  • Stay informed about industry developments and changes in legislation affecting the role.
  • Evaluate and pursue additional responsibilities to enhance job performance.
Requirements:
  • At least 1 year of experience in Financial Planning, Pensions, or Investments
  • Proficiency in Microsoft Packages
  • Strong numerical and literacy skills
Compensation:

The estimated salary range for this role is £25,000 to £35,000 per annum, based on experience.



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