Job Description
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