Admin (with Finance duties) - Immediate Start - Portadown

A leading Financial Management company has been evolving and they are now looking to bring in a Administrator to the team.

This role is based in the company's Portadown office - Permanent role (Mon - Fri).

This is an amazing company.

Salary

Fully Negotiable - highly competitive rate of pay for the role which is negotiable based on experience plus benefits + Great Benefits

Responsibilities

Working closely with the firm’s senior leadership and wider team, you will be involved in the following:

• Full-time, permanent position.
• Working with a senior financial planner.
• Gathering and analysing data.
• Undertaking technical research on a wide range of financial products.
• Preparing suitability reports with support and guidance from a financial planner.
• Maintaining a client management system.
• Helping to support an existing client base and dealing with client queries.
• Adhering to the firm’s compliance procedures and FCA regulatory requirements.

The Ideal Person

Essential Criteria

• An occupational safety and health qualification equivalent to EQF level 6, e.g. Degree/ NEBOSH/ NCRQ diploma, NVQ/SVQ Level 6;

Desirable Criteria

• Experience in Administrator role or similar role
• Excellent communication skills and strong personal organisation.
• IT literate (proficient in MS Office – Word, Excel, Powerpoint)

For further information on this vacancy, or any other job in Belfast or wider Northern Ireland, please apply via the link below or contact Jack Groves in the strictest confidence.

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