Financial Planning AdministratorClient and roleMy client is one of the most highly respected Wealth Management firms in Northern Ireland, enjoying a great reputation for integrity and for delivering sound advice. They have experienced a tremendous, sustained period of growth over the last 6 years, and as a result of additions to their Advisor team now wish to appoint a further Financial Planning Administrator.You will be responsible for supporting the team with client portfolio management and the processing of data on investment platforms. This will include:Providing support to the firm’s advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made Act as a main point of contact for clients Deal with client queries in an efficient and timely mannerManage client databases on the back-office system, Intelligent Office (IO)Prepare and print quotations, valuations, brochures, application forms, etc.Process new business and service existing clientsLiaise and deal with investment and insurance companies, etcEnsure updates and reports are issued to clients in a timely mannerOffice administration generally including the use of Excel, analysis, updating database and file scanningRelevant experience, skills and knowledgePrevious experience in an administration support role in Financial PlanningKnowledge and practical use of back-office administration systems including Intelligent Office or similarA positive culture and attitude at all timesGood written and oral communication skillsBenefitsSalary is expected to be in a range of between circa £29,000 and £33,000 but with room for negotiation for the right candidate. The benefits package is really great and includes:5% matching pension.4 x salary DIS.Income Protection.How to apply and for more information:If you meet the criteria and would be interested in a having a confidential chat about this opportunity, please call Iain Cahoon on 07798 844546 or apply now by uploading your CV via this Job Board.MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy.