About the Role
Brook Street Recruitment is delighted to be working on behalf of our Belfast-based client as they seek to recruit an experienced Client Services Administrator / Financial Services Administrator to join their growing and successful team.
This is an excellent opportunity for a highly organised professional with previous experience working within an Independent Financial Adviser (IFA) environment. The successful candidate will play a key role in supporting financial advisers and delivering a professional, first-class service to clients.
Key Responsibilities
- Prepare annual review packs and documentation for Financial Advisers.
- Maintain accurate client records and ensure all information is kept up to date.
- Respond to client queries in a professional and efficient manner.
- Liaise with financial advisers, product providers, and third-party organisations.
- Support the administration of client accounts and financial planning processes.
- Ensure all work is completed in line with regulatory and company procedures.
Essential Criteria
- Minimum of 3 years' experience working within an IFA or Financial Services administration environment.
- Strong organisational skills with excellent attention to detail.
- Proficient in Microsoft Office applications, particularly Word and Excel.
- Excellent communication and interpersonal skills.
- Ability to manage multiple tasks and work effectively in a busy office environment.
Benefits
- Competitive salary dependent on experience.
- Generous annual leave entitlement
- Company pension scheme.
- Income protection cover.
- Death in Service (DIS) benefit.
- Gym membership.
- Supportive and professional working environment with opportunities for career development.
If you have the relevant financial services administration experience and are looking to join a respected and expanding organisation, we would love to hear from you.
To apply, please send your CV to Colleen Farquharson via the apply link.
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Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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