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Job description

VANRATH is delighted to be partnering with a Major Financial Investment Company based in Belfast City Centre with the Recruitment of Administrators to join their growing team.

Belfast city centre location, free access to our onsite gym, and impressive social calendar are just some of the unique benefits our employees enjoy while working at this stellar company.

Performance related bonuses, generous pension contributions and investment in your further education demonstrate the value we place in developing and rewarding our staff.

Responsibilities:

• Provide administration and client relationship support to the Wealth Management & Financial Advisory Team
• Compile pre-meeting information from internal and external sources
• Completing, checking and submitting client reports and take on documentation,
• Process new business and client instructions in a timely manner
• Liaise with Advisers and management to ensure effective and compliant delivery of allocated duties
• Compile and maintain records to support research undertaken and solutions provided, and update client records as required within the system
• Ensure timely delivery of key features, illustrations and other mandatory documentation within agreed timescales
• Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings and to service existing clients;
• Prepare timely, accurate information and documentation to ensure client reviews and valuations are delivered in line with agreed service schedules
• Support the ongoing client relationship with Davy, in conjunction with the Adviser and administration staff;

Requirements

• A minimum of 2 years’ experience working in the Administration or Financial Administration Services.
• An excellent working knowledge of MS Office and a good telephone manner;
• A flexible attitude and a proven record as a strong team player;
• Strong client focus;
• Demonstrable knowledge and understanding of financial planning products, services and issues, in particular in the areas of investment, pensions and protection products and the tax implications of such products;
• Relevant knowledge of the UK regulatory framework;

Job Types: Full-time, Permanent

Salary: £23,298.06-£24,148.73 per year

Benefits:

• Additional leave
• Company events
• Employee discount
• Flexitime
• Gym membership
• Life insurance
• Profit sharing
• Referral programme
• Sick pay

Schedule:

• Flexitime

Supplemental pay types:

• Yearly bonus

Work Location: One location

Reference ID: PD9393330