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    Financial Services Administrator Full Time Permanent - Belfast, United Kingdom - Brook Street

    Brook Street
    Brook Street Belfast, United Kingdom

    1 week ago

    Default job background
    Full time
    Description
    Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast client.


    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.

    Provide administration support to the Financial Advisor

    • Organising client files for meetings, preparation of valuations and product research
    • Maintaining and ensuring completeness of client files for compliance purposes
    • General Administration Duties
    • Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements
    • Ability to process Pension transfers and replacement business
    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
    Working Monday to Friday office hours
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