Job Description

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 Retirement Planning, Cash Flow Planning, Investments, Protection 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 flexibly between our Belfast and Ballymena offices.

Main Duties

Financial administrator (pensions and investments) duties as follows:

Process new business, including application forms and online provider systems Chase ongoing cases/outstanding LOAs and TOAs Place new plans on risk Liaison with policy providers and their systems to obtain data/research Prepare Suitability Reports (new business) Prepare client review reports (pre and post) 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 Undertake file management duties including document scanning and filing Ensure the office environment is tidy and safe at all times Any other general administrative duties as required

WHAT'S IN IT FOR YOU

? 20 days annual leave plus statutory holidays
? Market leading auto-enrolment pension scheme
? Private medical cover
? Income protection
? Death in service benefit
? Off-road/on-site parking
? Salary of 25,000 - 35,000 (experience dependant)

WHAT YOU BRING

ESSENTIAL: minimum of two years' experience, working for an IFA (specifically, pensions and investments) in a financial services administrative role Excellent Analytical Skills expertise Competence in Microsoft Office Suite Understanding of data protection Excellent communication skills, both written and verbal Ability to follow established processes and procedures/verbal direction DESIRABLE: experience using Xplan

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
Experience:

working with an IFA: 1 year (required)
Work Location: In person