Admin (Wealth Management)-28k-Top Firm-Progression-Belfast Belfast, Northern Ireland

VANRATH

Full Time Belfast, Northern Ireland 26955 - 28500 GBP ANNUAL Today

Job description

VANRATH are assisting in the recruitment of a Administrator for a Global Investment organisation. The Global organisation has had constant growth, and the successful candidate would join a part-of-the-future organisation, with many opportunities for progression, specialising in wealth management.

This employer are leaders in N.I for their staff centric approach, Training & Development and also progression within the company

Monday - Friday - Permanent position. Flexible Working Hours - Hybrid

Salary

£26,000 - £28,000 (Fully Negotiable) + Paid Certifications & Progression Opportunities & 5* Training And Development - Really exciting position with tonnes of growth potential

Responsibilities:

Provide administration and client relationship support to the Wealth Management & Financial Advisory Team
Process client instructions in an accurate and timely manner, and in accordance with company UK AML policy;
Liaise with Advisers and management to ensure effective and compliant delivery of allocated duties;
Establish and maintain client records within the company systems
Liaise with the Client Services and Paraplanning Team as and when necessary
Liaise with company back office departments in relation to cash/stock movements, client reporting, account queries and any other client queries
Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings and to service existing clients

Ideal Person:

A strong client focus to ensure effective service delivery;
Good knowledge of Microsoft Office programmes
Strong oral and written communication and presentation skills;
Ability to quickly build effective relationships at all levels of the business, including work colleagues, external clients, product providers and other such professional connections;
Display a positive approach to change, remain calm and work well under pressure;
Effective time and caseload management capabilities to meet strict deadlines;

Desirable Criteria

Demonstrable knowledge and understanding of financial planning products, services and issues, in particular in the areas of investment, pensions and protection
Relevant experience in the use of financial services back-office systems and relevant knowledge of the UK regulatory framework.

For further information on this opportunity, or any other jobs in Belfast or wider Northern Ireland, please apply via the link below or contact on 02890330250 or [email protected] in the strictest confidence.n.

Job Type: Full-time

Salary: £26,955.00-£28,500.00 per year

Benefits: