Client Services Administrator
other jobs Brook Street
Added before 6 Days
- Northern Ireland,Belfast
- Full Time, Permanent
- £32,000 per annum
Job Description:
Full job description Brook Street Recruitment is delighted to be working on behalf of our Belfast-based client as they seek to recruit an experienced Client Services Administrator / Financial Services Administrator to join their growing and successful team.
This is an excellent opportunity for a highly organised professional with previous experience working within an Independent Financial Adviser (IFA) environment. The successful candidate will play a key role in supporting financial advisers and delivering a professional, first-class service to clients.
Key Responsibilities
*Prepare annual review packs and documentation for Financial Advisers.
*Maintain accurate client records and ensure all information is kept up to date.
*Respond to client queries in a professional and efficient manner.
*Liaise with financial advisers, product providers, and third-party organisations.
*Support the administration of client accounts and financial planning processes.
*Ensure all work is completed in line with regulatory and company procedures.
Essential Criteria
*Minimum of 3 years’ experience working within an IFA or Financial Services administration environment.
*Strong organisational skills with excellent attention to detail.
*Proficient in Microsoft Office applications, particularly Word and Excel.
*Excellent communication and interpersonal skills.
*Ability to manage multiple tasks and work effectively in a busy office environment.
Benefits
*Competitive salary dependent on experience.
*Generous annual leave entitlement
*Company pension scheme.
*Income protection cover.
*Death in Service (DIS) benefit.
*Gym membership.
*Supportive and professional working environment with opportunities for career development.
If you have the relevant financial services administration experience and are looking to join a respected and expanding organisation, we would love to hear from you.
To apply, please send your CV to Colleen Farquharson via the apply link.
#NIT2
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
This is an excellent opportunity for a highly organised professional with previous experience working within an Independent Financial Adviser (IFA) environment. The successful candidate will play a key role in supporting financial advisers and delivering a professional, first-class service to clients.
Key Responsibilities
*Prepare annual review packs and documentation for Financial Advisers.
*Maintain accurate client records and ensure all information is kept up to date.
*Respond to client queries in a professional and efficient manner.
*Liaise with financial advisers, product providers, and third-party organisations.
*Support the administration of client accounts and financial planning processes.
*Ensure all work is completed in line with regulatory and company procedures.
Essential Criteria
*Minimum of 3 years’ experience working within an IFA or Financial Services administration environment.
*Strong organisational skills with excellent attention to detail.
*Proficient in Microsoft Office applications, particularly Word and Excel.
*Excellent communication and interpersonal skills.
*Ability to manage multiple tasks and work effectively in a busy office environment.
Benefits
*Competitive salary dependent on experience.
*Generous annual leave entitlement
*Company pension scheme.
*Income protection cover.
*Death in Service (DIS) benefit.
*Gym membership.
*Supportive and professional working environment with opportunities for career development.
If you have the relevant financial services administration experience and are looking to join a respected and expanding organisation, we would love to hear from you.
To apply, please send your CV to Colleen Farquharson via the apply link.
#NIT2
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Job number 4206182
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