Financial Services Administrator

Brook Street (UK) Ltd is delighted to be recruiting for a Financial Services Administrator on behalf of a growing financial planning and investment company in their Belfast Office.

This role will consist of several aspects including administration support to the Financial Advisors within the company and is a great opportunity for the successful candidate to essentially gain an insight into the role of a financial advisor and be part of the maintenance and servicing to high value clients.

Key Duties:

• Ensure that all cases are dealt with in a compliant manner and any action taken is fully documented and updated in IO.
• Review the status of client business and provide regular updates on progress of cases to the Advisers you are supporting.
• Develop and maintain effective relationships with key clients.
• Develop & maintain knowledge of the Financial Services market, legislative changes, company policies and procedures.
• Communicate and liaise internally and externally to facilitate excellent working relationships
• Provide integral support to the sales process in order to help increase new business income
• Suggest/contribute fully to process improvements
• Respond to opportunities to improve service as they arise
• Provide technical support both internally to the Financial Advisors but also externally to clients by taking ownership of customer queries and problems.
• Maintaining relationships will be a key output of this role as working productively with the team and clients will ensure that the commitment of great customer service is achieved.

Essential Criteria:

• Minimum of 5 GCSE`s including Maths & English
• A minimum of 12 months experience in Financial Services particularly within an IFA.

PLEASE NOTE THAT THIS IS NOT JUST AN ADMINISTRATION ROLE - IT INVOLVES WORKING IN THE FINANCIAL SERVICES INDUSTRY AND APPLICANTS MUST HAVE RELEVANT EXPERIENCE

Desirable:

• Working towards or having achieved the Level 4 Diploma in financial advice

Salary will depend on experience - circa 26-28k

Please send CV to Colleen Farquharson via the apply link

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