17th February 2020

Client Support Executive

Reference: MSIFA170220

Location: Belfast Job Type: Permanent Date Posted: 17/02/2020

The Company

Abacus Career are delighted to be supporting an established, local IFA firm providing advice to a wide range of personal and business clients throughout Northern Ireland.

The rewards

The successful applicant will be rewarded with a comprehensive salary package, including Pension, Permanent Health Insurance, and Death in Service Benefit after completion of a probationary period. Salary is negotiable for the role required.

The Opportunity

This is an opportunity to join a highly professional and growing financial planning practice. If you are interested in working with a company with independent professional standards and putting the clients’ interests first, then this could be the perfect opportunity for you.

Your duties as an Client Support Executive/ IFA Support Administrator will include but will not be limited to:

  • Communicating with clients.
  • Preparing illustrations for clients.
  • Completing valuation reports and scheduling reviews.
  • Liaising with product providers and clients on a daily basis.
  • Submitting applications to providers and updating the back office system.
  • Liaising and supporting the paraplanning and financial advisory team.
  • Any other office duties as required, including scanning, filing and post.

The Individual

  • Will ideally have a minimum of 2 years’ experience working in an IFA office environment.
  • Should have experience providing support to IFAs in a pension and investments orientated role.
  • Should have experience in operating back office systems.

Interested?

Contact:

Contact Mairead Shannon at Abacus Careers on (028) 90 313157 for a further (confidential) chat or email your CV to [email protected] for a confidential career discussion.

Next Steps:

Please submit your application or speak to a specialist consultant in Abacus on 02890313157 for a confidential career discussion. Did you know? Abacus is NI’s only Highly Rated Recruiter with 4.5 Stars for customer satisfaction (Independent review site Feefo).

If you think you have the right skills to join our team, then get in touch. If you know someone returning/re-locating to NI then www.belfastforlife.com holds the information on quality of life, cost of living etc.

The team in Abacus manage a range of permanent, contract and temporary appointments throughout UK and Ireland. You can find our terms and conditions and Privacy Policy on www.abacus.careers

Mairead Shannon

Mairead Shannon

Financial Services & Insurance Recruitment Consultant

028 9099 8456

Agent’s Profile

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