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Financial Administrator

Greater Belfast
Benefits
Permanent
6 months ago

Client

VANRATH are pleased to be recruiting for a Financial Administrator for our client a leading Financial Services company based in Belfast City Centre. Working as part of a team to deliver high quality administration this is a fantastic opportunity to join a leading and dynamic company.

Responsibilities

  • Provide effective technical support both externally & internally and take ownership of certain customer queries and problems
  • Ensure that all cases are dealt with in a compliant manner and any action taken is fully documented
  • Create, record and update customer data and produce appropriate output to ensure customer records are accurately maintained
  • Review the status of customer business and provide regular updates on progress of their cases
  • Develop and maintain effective relationships with key customers
  • Develop & maintain knowledge of the Financial Services market, legislative changes, company policies and procedures
  • Maintain and implement P&D in partnership with manager
  • Communicate and liaise internally and externally to facilitate excellent working relationships
  • Provide integral support to the sales process in order to help increase new business income
  • Suggest/contribute fully to process improvements
  • Respond to opportunities to improve service as they arise

The Ideal Person

The ideal candidate will have at least 1 years experience within an IFA or an insurance providing company, have a minimum of 5 GCSE’s and be fully computer literate in all MS office packages. You will be customer focused and have meticulous attention to detail. It would be desired but not essential if you are working towards or have achieved relevant qualifications in Financial Planning.

Remuneration

  • Market leading salary

For further information on this vacancy, or any other Business Support job in Belfast or wider Northern Ireland, please apply via the link below or contact Danielle Toman in the strictest confidence on 02890 330 250

Job Reference: DT100119_1547146830

Salary: Benefits

Salary per: Annum

Job Duration:

Job Start Date:

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