Financial Services Administrator

Recruiter
Anonymous
Location
Belfast
Salary
Competitive
Posted
04 Jan 2019
Closes
01 Feb 2019
Contract Type
Permanent
Hours
Full Time
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 South Belfast Office.

This role will involve performing various administrative duties and the support/management of client relationships with the firm.

Key responsibilities will be to interpret data and agreed actions following advisor/client meetings along with producing client review reports to consolidate client needs and objectives.
You will be responsible to provide effective technical support both externally & internally and take ownership of certain customer queries and problems

Requirements:

* A minimum of 12 months experience in Financial Services organisation/ industry
* Experience related to general administration duties relation to financial administration
* Knowledge or experience of working directly with pensions and investments.

Desirable:

* Conducting client review process.
* Production of review reports/letters.

Salary will start on circa GBP18k per annum

Please send CV via the link

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