Financial Planning Administrator
Client and role
My 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 manner
* Manage 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 clients
* Liaise and deal with investment and insurance companies, etc
* Ensure updates and reports are issued to clients in a timely manner
* Office administration generally including the use of Excel, analysis, updating database and file scanning
Relevant experience, skills and knowledge
* Previous experience in an administration support role in Financial Planning
* Knowledge and practical use of back-office administration systems including Intelligent Office or similar
* A positive culture and attitude at all times
* Good written and oral communication skills
Benefits
Salary 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.