Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Financial services administrator

Belfast
Permanent
Brook Street
Financial services administrator
€28,000 a year
Posted: 14h ago
Offer description

Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our Belfast client. The role is a full time and permanent job. Our client has been in operation for a number of years and has a very good name in the financial services industry. The Financial Administrator would be recruited to supplement their already established team. Job Description * Provide administration support to the Financial Advisor * Organising client files for meetings, preparation of valuations and product research * Submission of new business applications, monitoring through to completion * Accurate inputting onto systems. * Maintaining and ensuring completeness of client files for compliance purposes * Prepare draft suitability reports for clients * Liaising with clients and professional bodies * Managing/updating business pipeline and all client files * Organising appointment diary and advisor meetings * General Administration Duties * Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements Previous experience: * 100% Must have experience of working within a financial advisor practice * Knowledge of investments, pensions and protection products preferred * Applicants must be proficient with the Microsoft Office Suite and have strong clerical skills. * Must be educated to GCSE standard to include English and Maths PLEASE NOTE THAT APPLICANTS NEED TO HAVE WORKED IN A FSA ROLE IN WEALTH MANAGEMENT PREVIOUSLY ! Salary will be decided after interview based on experience Please send CV to Colleen Farquharson via the apply link or call for a confidential chat Brook Street NMR is acting as an Employment Agency in relation to this vacancy. Skills: Financial Services Administrator Wealth Management IFA

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Financial services administrator
Belfast
Permanent
Brook Street
Financial services administrator
Similar job
Financial services administrator
Belfast
Permanent
Brook Street
Financial services administrator
Similar job
Financial services administrator
Belfast
Permanent
Financial services administrator
€28,000 a year
See more jobs
Similar jobs
Brook Street recruitment
Brook Street jobs in Belfast
Banking jobs in Belfast
jobs Belfast
jobs Antrim
jobs Northern Ireland
Home > Jobs > Banking jobs > Financial services administrator jobs > Financial services administrator jobs in Belfast > Financial Services Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save