Wealth 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 Responsibilities

Handling incoming telephone enquiries from clients and investment companies

Providing general administrative support and working closely with Financial Advisers

Sorting and scanning incoming mail

Contacting clients to arrange appointments

Preparing client portfolio packs

Liaising with Financial Advisers across the firm

Preparing, submitting, and tracking new business applications

Maintaining and updating the client database

Ensuring accurate and compliant record-keeping at all times

Requirements

Minimum of 2 year's experience within the financial services industry

Working knowledge of pensions and investment products

Familiarity with FCA rules, guidance, and regulatory requirements relevant to the role

Strong organisational skills with excellent attention to detail

A friendly, enthusiastic, and self-motivated approach

Desirable

Level 4 qualified or currently working towards a relevant qualification

If 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 Agency in relation to this vacancy