.. to support the team to be the best they can be and deliver an amazing Nando's experience to all our customers. We would love somebody who motivates and supports the team and knows the business. You're a true people person that takes initiative to grow, while uplifting those around you. We're looking .. read more
Due to ongoing growth and expansion they are seeking to recruit a Financial Services Administrator in the Belfast office. The responsibilities will include general Financial Planning administration duties and providing support to Financial Advisers within the business. Skills and Responsibilities:
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Using financial planning software to create, record and update client records and ensuring these are kept up to date.
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Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information.
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Preparing client valuation reports and collate all documentation for client meetings
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Continue to develop your knowledge and understanding of any change in legislation and processes, internally and externally, which may impact your role.
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Other administrative duties required to fulfil role successfully.
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Ability to resolve problems quickly and efficiently
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Ability to work towards deadlines and prioritize workloads
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Attention to detail, organized and a strong communicator Requirements :
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A minimum of 2 years' experience in Financial Services within an IFA firm.
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Knowledge of pensions and investments
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Experience of processing business with providers/on platforms
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