Purpose
This is a full-time administrator role in a financial adviser practice in the East of Belfast, supporting 2 advisers.
We are looking for a motivated, experienced financial services administrator/paraplanner to provide full back office support.
Responsibilities
- Obtaining accurate policy information and preparation of data for client meetings
- Manage with provider application process from submission to completion, maintaining communication with all parties
- Preparation of correspondence including letters and emails to clients
- Preparation of client review letters and reports for approval by the Financial Adviser and prepare of accompanying documentation as required
- Drafting of simple new business reports of clients for approval by the Financial Adviser
- Uploading case documentation for compliance checking onto our CRM, Intelligent Office
- Answering the phone
- Scan incoming post
- General admin duties as required
- Ad hoc client projects
Knowledge
- A good level of relevant experience in Financial Services, minimum 2 years
- Previous experience of Intelligent Office an advantage
Qualifications
- You may have relevant qualifications e.g. Financial Administration etc
- You may be studying the Chartered Insurance Institute RO examinations
Skills/Other relevant information
- Excellent verbal/written communication skills
- Excellent interpersonal skills when dealing with both adviser and client queries to ensure a consistent standard of service
- Eye for detail to maintain accuracy on client records
- Strong Microsoft office skills – Word, Excel & PowerPoint
- Possess strong organisation skills to manage multiple tasks and priorities effectively