Financial Services Administrator

Purpose

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This is a full-time administrator role in a financial adviser practice in the East of Belfast, supporting 2 advisers.

We are looking for a motivated, experienced financial services administrator/paraplanner to provide full back office support.

Responsibilities

• Obtaining accurate policy information and preparation of data for client meetings
• Manage with provider application process from submission to completion, maintaining communication with all parties
• Preparation of correspondence including letters and emails to clients
• Preparation of client review letters and reports for approval by the Financial Adviser and prepare of accompanying documentation as required
• Drafting of simple new business reports of clients for approval by the Financial Adviser
• Uploading case documentation for compliance checking onto our CRM, Intelligent Office
• Answering the phone
• Scan incoming post
• General admin duties as required
• Ad hoc client projects

Knowledge

• A good level of relevant experience in Financial Services, minimum 2 years
• Previous experience of Intelligent Office an advantage

Qualifications

• You may have relevant qualifications e.g. Financial Administration etc
• You may be studying the Chartered Insurance Institute RO examinations xwzovoh

Skills/Other relevant information

• Excellent verbal/written communication skills
• Excellent interpersonal skills when dealing with both adviser and client queries to ensure a consistent standard of service
• Eye for detail to maintain accuracy on client records
• Strong Microsoft office skills – Word, Excel & PowerPoint
• Possess strong organisation skills to manage multiple tasks and priorities effectively