Financial Services Administrator

Job Description

Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our Belfast client. The role is a full time and permanent job.

Our client has been in operation for a number of years and has a very good name in the financial services industry. The Financial Administrator would be recruited to supplement their already established team.

• Provide administration support to the Financial Advisor
• Organising client files for meetings, preparation of valuations and product research
• Submission of new business applications, monitoring through to completion
• Accurate inputting onto systems.
• Maintaining and ensuring completeness of client files for compliance purposes
• Prepare draft suitability reports for clients
• Liaising with clients and professional bodies
• Managing/updating business pipeline and all client files
• Organising appointment diary and advisor meetings
• General Administration Duties
• Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements

Previous experience:

• 100% Must have experience of working within a financial advisor practice
• Knowledge of investments, pensions and protection products preferred
• Applicants must be proficient with the Microsoft Office Suite and have strong clerical skills.
• Must be educated to GCSE standard to include English and Maths

PLEASE NOTE THAT APPLICANTS NEED TO HAVE WORKED IN A FSA ROLE IN WEALTH MANAGEMENT PREVIOUSLY !

Salary will be decided after interview based on experience

Please send CV to Colleen Farquharson via the apply link

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.