Admin (26k) (Financial Services) (Dunmurry - Progression Role)

Job Description

VANRATH are assisting with the recruitment of a Administrator for a leading Financial Services organisation that has a fantastic reputation. This is a fantastic opportunity for an individual to join a thriving company that offers an amazing working environment, fantastic package and progression opportunities

This is a Monday - Friday (Flexible start and finish times available) - Permanent position - This role will be based in the companies Dunmurry office.

It is essential to have experience within a Financial Services Environment for this role.



Salary:

£22,000 - £26,000 + Progression Opportunities (Opp to move into more senior position)+ Great Benefits

Responsibilities:

  • Act as first point of contact, providing exceptional levels of customer service to new and existing clients
  • Manage new business cycle to include preparation, progression and completion of cases efficiently and accurately
  • Proactively track and chase information from product providers, clients and advisors and take ownership of queries to ensure a timely resolution
  • Review cases for accuracy, ensuring compliance with regulatory requirement
  • Arranging and preparing client review meetings, bringing files up to date in advance and monitoring responses
  • Maintain an accurate and up to date client information database and CRM system
  • Support management with a range of marketing activities as required


The Ideal Person:

  • Experience in Financial Services environment is essential
  • Excellent verbal and written communication
  • Great attention to detail
  • Good with numbers

For further information on this vacancy, or any other jobs in Belfast or wider Northern Ireland, please apply via the link below or contact Jack Groves in the strictest confidence.

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