Financial Administrator

Bond Search and Selection is working with our client, a well-established Financial Management company, who are seeking to recruit a Financial Administrator.

This is an excellent opportunity for a financial administrator with experience in the advisory sector to join a reputable organisation and develop their skills.

What will you do?

  • Provide Administration support to the Financial Advisor
  • Organising client files for meetings, preparation of valuations and product research
  • Submission of new business applications, monitoring through to completion
  • Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes
  • Prepare draft suitability reports for clients
  • Liaising with clients and professional bodies
  • Managing/updating business pipeline and all client files
  • Organising appointment diary and advisor meetings
  • General Administration Duties
  • Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements

 

Essential Criteria:

  • have worked within a Financial Advisor practice for at least 1 year
  • knowledge of investments, pensions and protection products
  • achieved or working towards Financial Services qualifications

Please click the link to apply or contact Robbie Jess at Bond for more information

 

As a corporate member of the Recruitment and Employment Confederation (REC), Bond Search & Selection operates as both an Employment Agency and Employment Business. We adhere to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

Job type: 
Permanent
Contact: 
Robbie
Telephone: 
02890 339968
Location: 
Belfast
Salary: 
£18000
Reference: 
RJ024
robbie@bondselection.com

Apply for this position directly

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