Job Description n Brook Street Recruitment is working on behalf of our client in Armagh who is currently seeking an experienced and highly organised Financial Services Administrator to join a well-established financial planning team. n This role involves providing comprehensive administrative support to Financial Advisors while ensuring the smooth processing and servicing of client policies and investment portfolios. n The successful candidate will have previous experience working within the financial services or wealth management sector , with a strong understanding of pensions and investment products . You will be detail-oriented, proactive, and committed to delivering an excellent client experience. Key Responsibilities n n Providing administrative support to Financial Advisors. n Processing and monitoring pension, investment, and protection business. n Liaising with providers, clients, and advisers to progress applications and policy requests. n Ensuring all documentation is accurate, compliant, and completed within agreed timescales. n Following up on outstanding policies and applications to ensure timely completion. n Maintaining accurate client records and updating internal systems. n Handling client queries professionally, both verbally and in writing. n n Candidate Requirements n n Minimum of 2 year’s experience in a Financial Services, Wealth Management, or Financial Planning administrative role. n Strong working knowledge of pensions and investment products . n Excellent organisational skills with the ability to manage multiple tasks and deadlines. n Proficient in Microsoft Office, including Word, Excel, Outlook, and Teams. n Strong verbal and written communication skills. n Professional, enthusiastic, and self-motivated approach to work. n Demonstrable stable employment history. n n Qualifications n n GCSEs (or equivalent) including English and Maths. n Relevant Financial Services qualifications would be advantageous but are not essential. n n Benefits n n Competitive salary, depending on experience. n Opportunity to develop your career within a respected financial services organisation. n Supportive and professional working environment. n n n This is an excellent opportunity for an experienced Financial Services Administrator looking to further their career within a growing and client-focused financial planning business. n Please send CV via the apply link n #NIT2 n Brook Street NMR is acting as an Employment Agency in relation to this vacancy. n n JBRP1_UKTJ
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