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Financial Planning Administrator - Belfast - Salary to £35,000

MI Search Ltd
Posted a day ago, valid for 17 days
Location

Belfast, County Antrim BT11 8HW

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A national IFA firm in Belfast is seeking a financial planning administrator to join their client-centric team.
  • The role involves tasks such as processing new business applications, managing investment and pension withdrawals, and producing suitability reports.
  • Candidates should have prior experience in a financial planning administrator role, preferably with knowledge of IO/platforms and DFM's.
  • Excellent communication and teamwork skills are essential for success in this position.
  • The basic salary for this role is up to £35,000, with additional benefits offered.

This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in Belfast.

In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; producing suitability reports; and project work when required.

This firm offers an-house training academy, and excellent long-term opportunities to progress your career.

You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM's alongside excellent communication and team working skills.

Basic salary to £35,000 + benefits

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.