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Are you an experienced Financial Services Administrator looking to join a forward-thinking, client-focused financial planning firm? If you have a passion for providing exceptional support in pensions and investments, then Brook Street want to hear from you.
We are currently recruiting for a well-established financial planning who firm has built a strong reputation across Northern Ireland for delivering high-quality, tailored advice to personal and corporate clients. With a consistent track record of top-rated client feedback and industry recognition, they specialise in:
- Retirement Planning
- Cash Flow Modelling
- Investments & Protection
- Estate Planning
Their mission is simple: to help clients take control of their financial future through clear, proactive and expert guidance at every life stage.
The Role
As a Financial Services Administrator, you will play a vital role in supporting the advisory team by ensuring clients receive a seamless and efficient service.
Financial administrator (pensions and investments) duties as follows:
- Prepare Suitability Reports (new business)
- Prepare client review reports (pre and post)
- Prepare new business, including application forms and online provider systems
- Chase ongoing cases/outstanding LOAs and TOAs
- Place new plans on risk
- Liaise with policy providers and their systems to obtain data/research
- Ensure Compliance Procedures are adhered to at all times
- Ensure Data Protection and Confidentiality policy is adhered to at all times
- Ensure all compulsory, industry testing is completed within specified timescales
- Provide general support to the team and undertake any other duties as requested
Administrative Duties
To provide administrative support to team as follows:
- Provide general support to the team as a whole
- Preparation of client meeting folders/documentation
- Any other general administrative duties as required
Essential Criteria
- Minimum of 2 year's experience working in an administrative role within an Independent Financial Adviser (IFA) environment
- Solid understanding of pensions and investments
- High proficiency in Microsoft Office (Word, Excel, Outlook)
- Strong attention to detail, organisational and analytical skills
- Knowledge of data protection regulations
- Clear and professional communication - written and verbal
- Ability to follow processes and take initiative when needed
Desirable:
- Experience using Xplan (or similar CRM/platform)
Your Personal Attributes
- Proactive, organised, and detail-oriented
- Able to work independently and as part of a collaborative team
- Strong multitasking abilities and time management
- Excellent grammar, spelling, and written communication
Benefits
- Competitive salary: 26,000 - 35,000 (based on experience)
- 20 days annual leave plus statutory holidays
- Market-leading pension scheme
- Private medical insurance
- Income protection and life cover
- Free on-site parking at both locations
- Supportive, people-first working environment with a strong team culture
If you're ready to bring your financial services experience to a firm that truly values its team and clients, apply today - click on the link and send the CV to Colleen Farquharson
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
