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Financial Services Administrator

Location Newry
Job type Permanent
Salary £22000 - £23000 per annum + Pension, Private Medical Insurance
Published 7 months ago
Start date ASAP
Contact email Diane McGregor
Job ref NEW009FSA_1677685619

Job description

Financial Services Administrator



The Role: Our client based in Newry requires a Financial Services Administrator to join their company and become an integral part of the team. The successful candidate will be enthusiastic, a pro-active team player with can-do attitude, highly organised with attention to detail and be able to liaise with clients both on the phone and in person confidently and professionally.


  • Provide administrative support daily to ensure the smooth running of the business.
  • Carry out reception duties in a polite, positive, friendly, and courteous manner as and when required to ensure the reception area is always covered.
  • Deal with client enquiries and develop lasting business relationships to add and demonstrate value to the service provided.
  • Deal with incoming and outgoing mail daily.
  • Manage the processing and ongoing case management of new business applications for Pensions, Investment, Life and Mortgages in a timely and accurate manner.
  • Manage new business cycle to completion and proactively take action to chase information from product providers and clients.
  • Maintain client information accurately on customised Back Office Software System (Currently Bespoke Enable and Fusion systems).
  • Manage client reviews via Back Office System, bringing files up to date in advance of meetings and preparing client valuations.
  • Arranging appointments with the clients for Advisers (when required).
  • Carry out Product research and liaise with Providers on an ongoing basis.
  • Produce Illustrations and Valuation Reports for Advisers as required.
  • Liaise with Product Providers, Solicitors, Accountants etc. on an ongoing basis on behalf of clients
  • Always ensure adherence to compliance procedures.
  • Develop and maintain a positive working relationship with all other staff, Directors and Advisers.
  • Responsible for the security and confidentiality of all information held at all locations used for business and for information held/ stored in any format because of your employment. This responsibility will continue during and following termination of your employment in line with the Employee Handbook.

Essential requirements:

  • GCSE English and Maths Grades A*- C
  • Have a competent level of computer literacy and be able to demonstrate a good working knowledge of MS Word, MS Excel, MS Outlook and Back Office Software
  • Strong and confident communicator with good oral and written communication Skills
  • At least one years' experience working in an Office Environment

Desirable requirements:

  • At least one years' experience working in the Financial Services Sector would be desirable but not essential as full training will be given.
  • Previous reception experience and managing a Switchboard

Hours of work: Mon - Fri 9am - 5pm

Salary: £22000 - £23000 per annum (depending on experience)

Benefits: Pension, Death in Service, Private Medical Insurance.

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