Job Description

We are seeking either:

an established Financial Services Administrator (pensions and investments)

OR

a highly skilled administrator, for whom we will provide support and training, to achieve the requirements, for this essential role.

EXPERIENCED FSA REQUIREMENTS:

Essential -

minimum of two years' experience, working for an IFA (specifically, pensions and investments) in an FSA role, carrying out the duties outlined in the job description below

Desirable

- experience using Xplan

TRAINEE REQUIREMENTS:

Essential -

minimum of five years' experience in an office setting, with exceptional administrative skills

Desirable -

experience of working with a financial adviser

COMPANY DESCRIPTION

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

We are top rated on VouchedFor (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.

JOB DESCRIPTION

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

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

Main Duties

Financial administrator (pensions and investments) duties as follows:

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

Administrative Duties

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

WHAT'S IN IT FOR YOU

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

WHAT YOU BRING

Reliability and long-term commitment to a career as an FSA; not a stepping stone Excellent analytical skills Competence in Microsoft Office Suite Understanding of data protection (full training provided) Excellent communication skills Ability to follow established processes and procedures/verbal direction Willingness to join an established team

YOUR PERSONAL SKILLS

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 Ability to multi-task
Job Types: Full-time, Permanent

Pay: 25,000.00-35,000.00 per year

Benefits:

Company pension Free parking Health & wellbeing programme Life insurance On-site parking Private medical insurance
Application question(s):

This position is office-based and the successful candidate will be required to work at both our Belfast and Ballymena offices. Are you a permanent resident in Northern Ireland and able to commit to this essential criteria?
Work Location: In person