Financial Services Administrator
- By JobCentre Online NI
- Thu 13 January 2022
- Updated on Sun 27 March 2022
Job location: Whiteabbey
Salary: £21,500 per annum
Hours: 37.5
Worktime: 8:30 to 16:30
Closing date: 07/02/2022
Employer: Benning Financial Management
Business: Financial Services
Address: 665 Shore Road
Whiteabbey
Postcode: BT37 0ST
Telephone: 028 906296001
Email: andrew.benning@sjpp.co.uk
Website: www.benningfm.com
Job Duties: You will provide efficient administrative support to the Advisers within the practice in respect of the business generated and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations as well as processing all new business documentation in accordance with the agreed service and quality standards. You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.
Qualifications / Experience: You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, have excellent IT skills and be a strong communicator. As you will have contact with clients, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion. Ideally but not mandatory, you have been working within an IFA or Wealth Management environment and have Financial Services industry experience. Training will be provided.
Application Method: Please send CV to andrew.benning@sjpp.co.uk or completed JobCentre application form available via www.jobcentreonline.com) and return to the employer via email or post (see employer details)
Other Information: Should your application be successful, an offer of employment will be subject to a Financial and Identity check, satisfactory references and proof of eligibility to live and work in the UK.