Financial Services Administrator
Job Details
Full Job Description
Brook Street UK Ltd is currently recruiting for a Financial
Services Administrator to work for our East Belfast client.
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.
Job Description
* 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
* Ability to process Pension
transfers and replacement business
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
Working Monday to Friday office hours
Salary
will be decided after interview based on experience
Please send
CV to Colleen Farquharson via the apply link
Financial Services Administrator
Brook Street
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