Financial Services Administrator

Position: Financial Services Administrator (Permanent)
Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast 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.

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

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 or call (phone number removed) for a confidential chat

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