Job Description

Brook Street Recruitment is delighted to be recruiting for a Financial Services Administrator on behalf of a leading Financial Services firm based in Lisburn. This is a full-time and permanent position.

Our client is an established Financial Services firm who provide a first-class advice on a range of policies to high net-worth individuals.

You will be responsible for providing administrative support and their clients.

DUTIES

• Preparing client valuations, application forms and meeting documentation for annual reviews.
• Scheduling LOAs to providers and managing the return of policy documentation.
• Providing professional customer service to new and existing clients via telephone, email and face to face when required.
• Using financial planning software to create, record and update client records and ensuring these are kept up to date.
• Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information.
• Continue to develop your knowledge and understanding of any change in legislation and processes, internally and externally, which may impact your role.
• Other administrative duties required to fulfil role successfully.

Essential criteria

• At least 1 years` experience within Financial Planning, Pensions or Investments
• Strong experience with Microsoft Packages
• Strong numerical and literacy skills

The salary for this role is dependent on experience

Please send CV to Colleen Farquharson via the link

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