Trainee OR Experienced Financial Services Administrator

An established Financial Services Administrator (pensions and investments)

OR:

A skilled Office Administrator seeking an opportunity for long-term career development

Essential - minimum of two years’ experience, working for an IFA (specifically, pensions and investments) in a financial services administrative role, carrying out the duties outlined in the job description below

Essential - minimum of three years' experience in an office-based, administrative role

Desirable - understanding of data protection (GDPR)

This is a full-time, on-site role.

The successful applicant will be required to work at both our Belfast and Ballymena offices.

Newbridge Financial Planning Ltd is an established financial planning firm based in Northern Ireland.

We are top rated on Vouched For (top 250 IFAs across UK) - and have been recognised as such consistently for the past seven years - with the highest number of positive reviews in Northern Ireland.

We specialise in Pensions and Investments, Protection, Cash Flow Planning, Retirement Planning and Estate Planning - for personal and corporate clients. Our mission is to simplify and streamline our clients’ financial affairs, helping them understand and improve their financial position. We are dedicated to supporting our clients through each life stage, helping them achieve their financial goals leading up to and beyond retirement.

The trainee role incorporates dedicated training for progression to the role of Financial Services Administrator.

• Prepare Suitability Reports (new business)
• Prepare client review reports (pre and post)
• Prepare new business, including application forms and online provider systems
• Chase ongoing cases/outstanding LOAs and TOAs
• Place new plans on risk
• Liaise with policy providers and their systems to obtain data/research
• Ensure Compliance Procedures are adhered to at all times
• Ensure Data Protection and Confidentiality policy is adhered to at all times
• Ensure all compulsory, industry testing is completed within specified timescales
• Provide general support to the team and undertake any other duties as requested

To provide administrative support to team as follows:

• Provide general support to the team as a whole
• Preparation of client meeting folders/documentation
• Any other general administrative duties as required

• 20 days annual leave plus statutory holidays
• Market leading pension scheme
• Private medical cover
• Income protection
• Off-road/on-site parking
• Salary of £25,000 – £35,000 (experience dependent)
• Our commitment to your training and growth, within the role of FSA

• Reliability and long-term commitment
• Excellent analytical skills
• Competence in Microsoft Office Suite
• Understanding of data protection (full and ongoing training provided)
• Ability to follow established processes and procedures/verbal direction
• Willingness to join an established team

• Organised, detailed and accurate with a high level of spelling and grammar
• Able to contribute as part of a team, as well as to work independently
• A high level of computer skills including MS Word, Excel, Outlook