Financial Services Administrator
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Location:
Belfast
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Sector:
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Job type:
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Salary:
Negotiable
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Contact:
Colleen Farquharson
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Contact email:
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Job ref:
BBBH401350_1742834857
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Published:
7 days ago
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Expiry date:
23/04/2025
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Startdate:
May 2025
Job Description
Brook Street (UK) Ltd is delighted to be recruiting for a Financial Services Administrator on behalf of a growing financial planning and investment company in their Belfast Office.
This role will consist of several aspects including administration support to the Financial Advisors within the company and is a great opportunity for the successful candidate to essentially gain an insight into the role of a financial advisor and be part of the maintenance and servicing to high value clients.
Key Duties:
- Ensure that all cases are dealt with in a compliant manner and any action taken is fully documented and updated in IO.
- Review the status of client business and provide regular updates on progress of cases to the Advisers you are supporting.
- Develop and maintain effective relationships with key clients.
- Develop & maintain knowledge of the Financial Services market, legislative changes, company policies and procedures.
- Communicate and liaise internally and externally to facilitate excellent working relationships
- Provide integral support to the sales process in order to help increase new business income
- Suggest/contribute fully to process improvements
- Respond to opportunities to improve service as they arise
- Provide technical support both internally to the Financial Advisors but also externally to clients by taking ownership of customer queries and problems.
- Maintaining relationships will be a key output of this role as working productively with the team and clients will ensure that the commitment of great customer service is achieved.
Essential Criteria:
- Minimum of 5 GCSE`s including Maths & English
- A minimum of 12 months experience in Financial Services particularly within an IFA.
PLEASE NOTE THAT THIS IS NOT JUST AN ADMINISTRATION ROLE - IT INVOLVES WORKING IN THE FINANCIAL SERVICES INDUSTRY AND APPLICANTS MUST HAVE RELEVANT EXPERIENCE
Desirable:
- Working towards or having achieved the Level 4 Diploma in financial advice
Salary will depend on experience - circa 26-28k
Please send CV to Colleen Farquharson via the apply link
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.


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