Financial Services Administrator role in a busy office in Newtownards.
Key Responsibilities
* Handling incoming telephone enquiries from clients and investment companies
* Providing general administrative support and working closely with Financial Advisers
* Sorting and scanning incoming mail
* Contacting clients to arrange appointments
* Preparing client portfolio packs
* Liaising with Financial Advisers across the firm
* Preparing, submitting, and tracking new business applications
* Maintaining and updating the client database
* Ensuring accurate and compliant record-keeping at all times
Requirements
* Minimum of 2 years' experience within the financial services industry
* Working knowledge of pensions and investment products
* Familiarity with FCA rules, guidance, and regulatory requirements relevant to the role
* Strong organisational skills with excellent attention to detail
* A friendly, enthusiastic, and self-motivated approach
Desirable
* Level 4 qualified or currently working towards a relevant qualification
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