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Permanent

Financial Services Administrator

Belfast
money-bag 32000.00-32000.00 Annual
3013999746
Posted 3 days ago

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 PlanningCash Flow ModellingInvestments and ProtectionEstate 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 RoleAs a Financial Services Administrator, you will play a vital role in supporting the advisory team by ensuring clients receive a seamless and efficient service. You''ll be based on-site, working flexibly across two locations: Belfast and Ballymena. The Ballymena site will only require one day per week.Key Responsibilities Prepare Suitability Reports for new businessDraft pre- and post-review client reportsProcess new business applications (paper and digital)Follow up on outstanding Letters/Transfers of AuthorityLiaise with providers for plan information and dataPlace new policies/plans on riskEnsure strict adherence to compliance, data protection and internal proceduresSupport ..... full job details .....

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