Financial Planning Administrator - Belfast, United Kingdom - MLR Careers

MLR Careers

Verified Company

Belfast, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Planning Administrator

Our client is a Belfast-based firm of Independent Financial Advisors with a reputation for delivering truly client-focused, impartial financial advice to their many private and corporate clients.

MLR Careers is supporting them in the recruitment of a
Financial Planning Administrator.

The company

Our client has significant expertise in advising individuals and businesses on all aspects of their financial planning needs, from investment, retirement, tax mitigation, mortgage and protection advice to employee benefits.

They are professional, trusted and strive for continuous improvement to ensure they are always in a position to deliver the best advice possible.

The opportunity
This is a genuine opportunity for an individual to develop their career in financial planning.

You will be responsible for:

New business processing
Obtaining valuations
Producing quotations
Servicing existing business
Database management
Working on investment platforms
Liaising with clients and providers

The company will support and mentor you as your career develops, through providing relevant industry education and through relevant professional qualifications.

The individual
Essential - we are looking for a switched-on individual with a high degree of integrity, who has 1 + years' experience in a financial services firm such as independent financial advisors, pension administrators or mortgages & protection advisors

Additionally, you will be:

Numerate
Literate
Have at least 5 GCSE's grade A to C, including Mathematics and English
Ideally have a CII qualification or an administration qualification at BTEC level or equivalent

The package
In addition to a highly attractive salary, the benefits package is fantastic including:

4 x salary life assurance
Pension
34 days' holiday
Bike to Work and Tech schemes
Hybrid WFH
Financial support for relevant exams

To apply

Contact

Iain Cahoon

M:

MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy.

Salary:
£24,000.00-£28,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Free parking
Life insurance
Onsite parking
Sick pay
Work from home

Schedule:

Monday to Friday

Ability to commute/relocate:

Belfast,

County Antrim:
reliably commute or plan to relocate before starting work (required)

Work Location:
One location

Application deadline: 26/01/2023