Financial Services Administrator - Finaghy - Brook Street UK

    Brook Street UK
    Brook Street UK Finaghy

    1 day ago

    £28,000 - £56,000 (GBP) per year *
    Description

    Job Description

    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 requirementsPrevious 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 MathsPLEASE NOTE THAT APPLICANTS NEED TO HAVE WORKED IN A FSA ROLE IN WEALTH MANAGEMENT PREVIOUSLY Salary will be decided after interview based on experiencePlease send CV to Colleen Farquharson via the apply link or call for a confidential chat

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

    JBRP1_UKTJ

    * This salary range is an estimation made by beBee
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