Job Description

Brook Street recruitment is working with our client in Newtownards who currently have a Financial Services Administrator position in their busy office,

The Financial Services Administrator will be required to work in a small team and will play a vital role in the running of this busy office

Duties

• Dealing with telephone enquiries from client`s and investment companies
• General administration duties and working in partnerships with Financial Advisors.
• Sorting and scanning mail
• Contacting clients to arrange appointments
• Preparing client portfolio packs
• Liaising with the firm`s Financial Advisers
• Preparing, sending and tracking new business applications
• Maintaining the client database
• Accurate and diligent record keeping

Criteria:

• Applicants for this role MUST have a minimum of 2 years of working in the Financial Services industry and have a working knowledge of pensions and investments etc
• Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role.
• Desirable - Diploma qualified or working towards.
• The ideal candidate will be friendly, enthusiastic and self- driven to succeed.

Please send CV to Colleen Farquharson via the apply link

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