Financial Services Administrator - Newtownards
The role of Financial Services Administrator:
- Handling incoming telephone enquiries from clients and investment companies
- Providing general administrative support and working closely with Financial Advisers
- Sorting and scanning incoming mail
- Contacting clients to arrange appointments
- Preparing client portfolio packs
- Liaising with Financial Advisers across the firm
- Preparing, submitting, and tracking new business applications
- Maintaining and updating the client database
- Ensuring accurate and compliant record-keeping at all times
The ideal Financial Services Administrator:
- Minimum 2 years experience within the financial services industry
- Working knowledge of pensions and investment products
- Familiarity with FCA rules, guidance, and regulatory requirements
- Strong organisational skills with excellent attention to detail
- A friendly, enthusiastic, and self-motivated approach
- Level 4 qualified or currently working towards a relevant qualification (desirable)
