Job Description

Brook Street Recruitment is working on behalf of our client in Belfast city centre where an opportunity has arisen for a Financial Services Administrator to join their expanding team

KEY RESPONSIBILITIES

• Provide administration and client servicing support to the POD and Wealth Managers.
• Assist in the scheduling of client annual reviews and the preparation of meeting packs meeting packs, valuations and all other documentation required.
• Quality evaluation of compliance documentation, drawing adviser's attention to any issues or documentation needing updated as and when required.
• Work closely with wider team to ensure timely and accurate implementation of agreed actions arising from client meetings
• Liaising directly with back- office teams based in Dublin and third- party providers to ensure data amendments. payments and income for clients are scheduled and actioned per client's request in a timely and efficient manner.
• Direct customer call back and contact regarding the verification of client requests.
• Deal with legal professionals efficiently and in strict compliance when dealing with requests of deceased administration processes.
• The actioning and follow up of Letters of Authority within tight timeframes to ensure smooth customer transition.
• Maintain accurate client records across all company systems and other provider systems.
• Continually seek ways of improving quality, service delivery and efficiency's in processes and procedures.
• Adherence to the Firms regulatory obligations and compliance processes and procedures.

Criteria

• Previous experience in financial services - IFA / Wealth Management firm
• Knowledge of Wealth Management
• Fully PC Literate and proficient with Microsoft
• Good communication skills - written and oral

Please send CV to Colleen Farquharson via the apply link

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