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Financial Services Administrator
Job Posted: 4 days ago
Salary: £ 28,000 - 35,000 / Annum
Job Type: Permanent
Location: Belfast, County Antrim
Expire in: 24 days
Job Description
Are you an experienced Financial Services Administrator looking to join a forward-thinking, client-focused financial planning firm? If you have a passion for providing exceptional support in pensions and investments, then Brook Street want to hear from you.
We are currently recruiting for a well-established financial planning who firm has built a strong reputation across Northern Ireland for delivering high-quality, tailored advice to personal and corporate clients. With a consistent track record of top-rated client feedback and industry recognition, they specialise in:
Retirement Planning
Cash Flow Modelling
Investments & Protection
Estate Planning
Their mission is simple: to help clients take control of their financial future through clear, proactive and expert guidance at every life stage.
The Role
As a Financial Services Administrator, you will play a vital role in supporting the advisory team by ensuring clients receive a seamless and efficient service.
Financial administrator (pensions and investments) duties as follows:
Prepare Suitability Reports (new business)
Prepare client review reports (pre and post)
Prepare new business, including application forms and online provider systems
Chase ongoing cases/outstanding LOAs and TOAs
Place new plans on risk
Liaise with policy providers and their systems to obtain data/research
Ensure Compliance Procedures are adhered to at all times
Ensure Data Protection and Confidentiality policy is adhered to at all times
Ensure all compulsory, industry testing is completed within specified timescales
Provide general support to the team and undertake any other duties as requestedAdministrative Duties
To provide administrative support to team as follows:
Provide general support to the team as a whole
Preparation of client meeting folders/documentation
Any other general administrative duties as requiredEssential Criteria
Minimum of 2 year's experience working in an administrative role within an Independent Financial Adviser (IFA) environment
Solid understanding of pensions and investments
High proficiency in Microsoft Office (Word, Excel, Outlook)
Strong attention to detail, organisational and analytical skills
Knowledge of data protection regulations
Clear and professional communication - written and verbal
Ability to follow processes and take initiative when neededDesirable:
Experience using Xplan (or similar CRM/platform)
Your Personal Attributes
Proactive, organised, and detail-oriented
Able to work independently and as part of a collaborative team
Strong multitasking abilities and time management
Excellent grammar, spelling, and written communication
Benefits
Competitive salary: £26,000 - £35,000 (based on experience)
20 days annual leave plus statutory holidays
Market-leading pension scheme
Private medical insurance
Income protection and life cover
Free on-site parking at both locations
Supportive, people-first working environment with a strong team culture
If you're ready to bring your financial services experience to a firm that truly values its team and clients, apply today - click on the link and send the CV to Colleen Farquharson
Brook Street NMR is acting as an Employment Agency in relation to this vacancyBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
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