Artemis Human Capital is excited to be partnering with a reputable financial services firm based in East Belfast as they seek to appoint an experienced financial services administrator in a newly created role to support with continued business growth.
Apply (by clicking the relevant button) after checking through all the related job information below.
This is a fantastic opportunity for a seasoned financial services professional who is passionate about delivering exceptional client service & keen to develop within a dynamic team.
The Job Working closely with the firm's client services team, you will be involved across the following areas: Supporting with the onboarding of new clients & ensuring their financial plans are implemented smoothly.
Taking ownership of new business processing, ensuring compliance & accuracy.
Updating client records, liaising with product providers, & preparing documentation.
Managing client portfolios & ensuring all actions from meetings are followed through promptly.
About You To be considered for this role, you will ideally possess the following criteria: 2 years experience in a similar role within financial services.
Proficiency with Microsoft Office packages & a confident telephone manner.
Strong attention to detail, excellent communication skills, & the ability to work independently.
The ability to handle a varied workload & meet deadlines.
A passion for delivering excellent client services.
Remuneration Package Our client has put together a market-leading remuneration package for this newly created role, which includes: A competitive salary of £27-32,000 per annum (DOE).
Hybrid working.
Early Friday finish time of 1pm A fantastic company culture where you'll be supported & encouraged to grow.
An enviable portfolio of clients, giving you the opportunity to work on exciting and challenging projects.
Strong potential for career progression & professional development.
If youre looking for a role that offers variety, a great working environment, and opportunities for career growth, contact Beth Gault at Artemis Human Capital or click 'Apply'.
Skills: Financial Services Admin Financial Services Administrator Platform & Servicing Specialist Client Onboarding Management