Job Description

Brook Street Recruitment is working on behalf of our client in Belfast city centre where an opportunity has arisen for a Financial Services Administrator to join their expanding team

KEY RESPONSIBILITIES

Provide administration and client servicing support to the POD and Wealth Managers.Assist in the scheduling of client annual reviews and the preparation of meeting packs meeting packs, valuations and all other documentation required.Quality evaluation of compliance documentation, drawing adviser's attention to any issues or documentation needing updated as and when required.Work closely with wider team to ensure timely and accurate implementation of agreed actions arising from client meetingsLiaising directly with back- office teams based in Dublin and third- party providers to ensure data amendments. payments and income for clients are scheduled and actioned per client's request in a timely and efficient manner.Direct customer call back and contact regarding the verification of client requests.Deal with legal professionals efficiently and in strict compliance when dealing with requests of deceased administration processes.The actioning and follow up of Letters of Authority within tight timeframes to ensure smooth customer transition.Maintain accurate client records across all company systems and other provider systems.Continually seek ways of improving quality, service delivery and efficiency's in processes and procedures.Adherence to the Firms regulatory obligations and compliance processes and procedures.

Criteria

Previous experience in financial services - IFA / Wealth Management firmKnowledge of Wealth ManagementFully PC Literate and proficient with MicrosoftGood communication skills - written and oral

Please send CV to Colleen Farquharson via the apply link

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.