Financial Services Administrator

Brook Street Recruitment is delighted to be working with a well-established client in Newtownards who is seeking a Financial Services Administrator to join their busy office. This is an excellent opportunity to become part of a supportive team where you will play a key role in ensuring the smooth day-to-day running of the business.Key ResponsibilitiesHandling incoming telephone enquiries from clients and investment companiesProviding general administrative support and working closely with Financial AdvisersSorting and scanning incoming mailContacting clients to arrange appointmentsPreparing client portfolio packsLiaising with Financial Advisers across the firmPreparing, submitting, and tracking new business applicationsMaintaining and updating the client databaseEnsuring accurate and compliant record-keeping at all timesRequirementsMinimum of 2 years'' experience within the financial services industryWorking knowledge of pensions and investment productsFamiliarity with FCA rules, guidance, and regulatory requirements relevant to the roleStrong organisational skills with excellent attention to detailA friendly, enthusiastic, and self-motivated approachDesirableLevel 4 qualified or currently working towards a relevant qualificationIf you are looking to develop your career within a professional and fast-paced financial services environment, we would love to hear from you. Please submit your CV to Colleen Farquharson via the apply link.Brook Street NMR is acting as an Employment ..... full job details .....