Financial Services Administrator
9 days ago
Belfast
Purpose 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 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