- Provide support to the Financial Advisor
- Organize client files, prepare valuations, and conduct product research
- Handle new business applications from submission to completion
- Ensure accurate data input into systems
- Maintain client files for compliance
- Prepare draft reports for clients
- Communicate with clients and professional bodies
- Manage business pipeline and client files
- Organize advisor meetings and appointment diary
- General administrative tasks
- Stay updated on products and compliance requirements
- Process Pension transfers and replacement business
- Prior experience in a financial advisor practice
- Knowledge of investments, pensions, and protection products
- Proficiency in Microsoft Office and strong clerical skills
- Minimum education of GCSE with English and Maths
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Financial Services Administrator - Belfast, United Kingdom - Brook Street Recruitment
Description
Brook Street UK Ltd is currently looking for a Financial Services Administrator to join the team of our client in East Belfast. The client, with solid experience in the financial services industry, is seeking to enhance their existing team. Check out the details below:
Requirements:
Schedule: Monday to Friday office hours
Salary: to be determined based on experience post-interview
Contact: CV submission to Colleen Farquharson
Skills: Financial Services Administrator, Wealth Management, IFA