Financial Services Administrator
Are you an experienced Financial Services Administrator looking to join a forward-thinking, client-focused financial planning firm? If you have a passion for providing exceptional support in pensions and investments, then Brook Street want to hear from you. We are currently recruiting for a well-established financial planning who firm has built a strong reputation across Northern Ireland for delivering high-quality, tailored advice to personal and corporate clients. With a consistent track record of top-rated client feedback and industry recognition, they specialise in:Retirement PlanningCash Flow ModellingInvestments and ProtectionEstate Planning Their mission is simple: to help clients take control of their financial future through clear, proactive and expert guidance at every life stage. The Role As a Financial Services Administrator, you will play a vital role in supporting the advisory team by ensuring clients receive a seamless and efficient service. Financial administrator (pensions and investments) duties as follows:Prepare Suitability Reports (new business)Prepare client review reports (pre and post)Prepare new business, including application forms and online provider systemsChase ongoing cases/outstanding LOAs and TOAsPlace new plans on riskLiaise with policy providers and their systems to obtain data/researchEnsure Compliance Procedures are adhered to at all timesEnsure Data Protection and Confidentiality policy is adhered to at all timesEnsure all compulsory, indu
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