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Financial Service Administrator

Brewster Financial Services

Belfast, Lisburn

  • Salary:

    As per scale

  • Job Type:

    Permanent Full-Time

  • Added:

    05/08/2022

  • Closing:

    26/08/2022

Financial Service Administrator

Brewster Financial Services

Down / Northern Ireland

£23,000 - £25,000 per annum

Permanent

Due to ongoing growth and expansion, we are seeking to recruit a Financial Services Administrator based either in Belfast or Lisburn office. We are looking for an experienced individual to help with the support in the ongoing growth of the business.

Brewster Financial Services prides itself on offering a first-class service to all our clients, we are looking to recruit an administrator to work within a busy growing Financial Advisory practice. This is an opportunity to work within a firm who value staff and in a friendly and positive environment. Working alongside experienced colleagues there will be the opportunity to progress and learn new skills within the industry under a flexible working pattern that suits everyone.

Working as a Financial Service Administrator, you will be supporting the team in client portfolio management and the processing of data in our back-office system & investment platforms.

Salary - £23k-£25k negotiable depending on experience

Main Duties & Responsibilities -

  • Managing client databases on our back office system Intelligent Office(I.O)
  • Preparing and printing of quotations, valuations, brochures & application forms
  • Processing new business and servicing existing clients
  • Dealing with Investments companies, Insurance companies etc.
  • Undertake office administration generally including use of excel analysis database updating and file scanning.
  • Continue to develop your knowledge and understanding of any change in legislation and processes, internally and externally, which may impact your role.

Who we are looking for

  • Ability to resolve problems quickly and efficiently
  • Ability to work towards deadlines and prioritize workloads
  • Attention to detail, organized and a strong communicator
  • Ability to communicate and empathise with client
  • Experience of using Intelligent Office

Requirements

  • Minimum 2 years' experience in Financial Services within an IFA firm
  • Knowledge of pensions & investments
  • Experience of process business with providers and investment platforms

Benefits

  • Flexible working
  • Annual leave

To submit your CV for this position, please click APPLY NOW.

Closing date 26/8/22

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Matching this job role: Financial Services Administrator

Brewster Financial Services

View Employer Profile

35 Railway Street,
Lisburn,
Antrim,
BT28 1XP

Job Ref: FSA/0822

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