Financial Services Administrator

Job title:

Financial Services Administrator

Company:

Brook Street

Job description

Job DescriptionBrook 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 EXPERIENCEDesirable:

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

Salary will depend on experience – circa 26-28kPlease send CV to Colleen Farquharson via the apply linkBrook Street NMR is acting as an Employment Agency in relation to this vacancy.

Expected salary

Location

Belfast

Job date

Fri, 23 May 2025 05:40:51 GMT

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