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PC2938D

Financial Services Administrator

Type: Permanent
Location: Belfast
Salary: £18-24k DOE

On behalf of our client, an Independent Financial Advisory with an excellent reputation for providing retirement and investment advice, we are seeking a new Administrator to join their team in Holywood.

 

As the Financial Administrator you provide a wide range of administrative support to the Financial Consultants and the key to this role will be your flexible approach, your prioritization and time management skills as well as your ability to multitask

 

•Collecting and inputting accurate data into central administrative system

•New business processing

•Filing, scanning and shredding of documentation.

•Ensuring that documents and information comply with FCA rules.

 

We are looking for an experienced Financial Administrator or Para planner and applicants must demonstrate:

 

  • 3 + years experience in an IFA office with Pensions and Investment knowledge
  • Competent user of Microsoft Office products, including Excel and CRM systems.
  • Excellent interpersonal skills.
  • A high level of organisational skills.
  • Attention to detail
  • Knowledge of FCA rules

 

 

An excellent Salary £18-24K and benefits package is offered as well as the opportunity to develop a career in this industry.

 

 

Key Skills

To apply for this role please email your cv in strictest confidence to patricia.clark@applerecruitment.com and you will then be contacted to discuss the opportunity.

 

All applicants will be treated in the strictest confidence.

Please ensure your CV is accurate and up to date. The CV should include your full employment history inclusive of dates, all academic achievements and full personal contact details.

 

Please note only applicants that match this criteria can be considered for the role.

 

Apple Recruitment Services is acting as an Employment Agency in relation to this vacancy. Apple Recruitment Services is an Equal Opportunities Employer.

Apple Recruitment

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Apple Recruitment

References

We regularly use Apple Recruitment for temporary and permanent staff. Their consultants have taken time to understand the needs of our business and send us high calibre, job criteria specific candidates, saving us considerable time.

They are a pleasure to deal with, both professional and efficient. To date we have experienced a high success rate with the candidates supplied by them. I would have no hesitation recommending Apple Recruitment to both candidates and other businesses.

Recruitment Executive, N.G.O


Apple offer a prompt efficient service, they provide NIAS with all grades of staff and the staff concerned are always of a high standard and meet the requirements of the post. I always find the staff at Apple Recruitment Agency deal with any requirements The Trust may have in an extremely professional manner.

HR Advisor, NIAS

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