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Support Team Member

2 weeks ago

Belfast, Ireland beBeeFinancial Full time €35,000 - €55,000
Job Title: Financial Services Administrator

A fantastic opportunity to play a vital support role within a busy and professional financial planning environment.


Key Responsibilities:
  • Provide day-to-day administrative support to the financial planning team.
  • Manage and update client records and financial documentation.
  • Prepare reports, valuation summaries, and meeting packs for client reviews.
  • Process new business applications, withdrawals, and other transactions.
  • Liaise with providers to follow up on policy information and progress updates.
The Ideal Candidate:
  • Previous experience in an administrative role within a financial services or regulated environment preferred.
  • Strong attention to detail and a high level of accuracy.
  • Excellent communication skills - both written and verbal.
  • Highly organised and confident managing workloads and deadlines.

Benefits:
  • A supportive and dynamic working environment.
  • Opportunities for career development and growth.
  • Competitive salary and benefits package.