Financial Planning Administrator - #1763215

Financial Planning Administrator

Client and role

My client is one of the most highly respected Wealth Management firms in Northern Ireland, enjoying a great reputation for integrity and for delivering sound advice. They have experienced a tremendous, sustained period of growth over the last 6 years, and as a result of additions to their Advisor team now wish to appoint a further Financial Planning Administrator.

You will be responsible for supporting the team with client portfolio management and the processing of data on investment platforms. This will include:

• Providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made


• Act as a main point of contact for clients


• Deal with client queries in an efficient and timely manner


• Manage client databases on the back-office system, Intelligent Office (IO)


• Prepare and print quotations, valuations, brochures, application forms, etc.


• Process new business and service existing clients


• Liaise and deal with investment and insurance companies, etc


• Ensure updates and reports are issued to clients in a timely manner


• Office administration generally including the use of Excel, analysis, updating database and file scanning

Relevant experience, skills and knowledge

• Previous experience in an administration support role in Financial Planning


• Knowledge and practical use of back-office administration systems including Intelligent Office or similar


• A positive culture and attitude at all times


• Good written and oral communication skills

Benefits

Salary is expected to be in a range of between circa £29,000 and £33,000 but with room for negotiation for the right candidate. The benefits package is really great and includes:

• 5% matching pension.


• 4 x salary DIS.


• Income Protection.

How to apply and for more information:

If you meet the criteria and would be interested in a having a confidential chat about this opportunity, please call Iain Cahoon on or apply now by uploading your CV via this Job Board.

MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy.