Stephen McClelland Financial Management Ltd


Location UK / Belfast

Job Type Fixed term contract, Permanent, TemporaryContract, Trainee

Salary Not disclosed

Updated 3 days ago

Reference 1360777

 Job Description

Excellent opportunity for an Administrator based in Belfast


Salary– Depending on Experience 

This is a Temporary position covering Maternity leave until August 2019

Immediate Start

  • Provide Administration support to the Financial Advisor
  • Organising client files for meetings, preparation of valuations and product research
  • Submission of new business applications, monitoring through to completion
  • Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes
  • Prepare draft suitability reports for clients
  • Liaising with clients and professional bodies
  • Managing/updating business pipeline and all client files
  • Organising appointment diary and advisor meetings
  • General Administration Duties
  • Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements

Previous experience:

  • have worked within a Financial Advisor practice for at least 1 year
  • knowledge of investments, pensions and protection products
  • achieved or working towards Financial Services qualifications 

To apply please click on the APPLY NOW button to forward an up to date CV