< back to search results
Banking and Finance Jobs

Financial Services Administrator

Reference: 21182

Location

Belfast, County Antrim

Salary

Competitive

Job Type

Permanent

Date Posted

16 June, 2023

Exciting Job Opportunity: Financial Services Administrator

Are you ready to take the next step in your career and join a dynamic and growing financial services firm?

My client is currently seeking a Financial Services Administrator to join their team in Belfast.

Whether you’re an experienced professional or a recent graduate with a passion for financial services, they have an opportunity for you to contribute to their ongoing success.

 

Responsibilities:

As a Financial Services Administrator, you will play a crucial role in supporting our team and ensuring the smooth operation of our client portfolio management and data processing. Your responsibilities will include:

  • Managing client databases using our back-office system, Intelligent Office (I.O).
  • Preparing and producing accurate quotations, valuations, brochures, and application forms.
  • Efficiently processing new business applications and providing ongoing service to existing clients.
  • Engaging with investment companies, insurance companies, and other relevant stakeholders.
  • Undertaking general office administration tasks, including data analysis in Excel, database updating, and file scanning.
  • Staying updated on changes in legislation and processes that may impact your role, both internally and externally.
  • Demonstrating problem-solving skills by resolving issues quickly and efficiently.
  • Working towards deadlines and effectively prioritizing workloads.
  • Maintaining strong attention to detail, organizational skills, and effective communication with clients.
  • Building rapport and empathizing with clients to deliver exceptional service.

Requirements:

  • A minimum of 2 years’ experience in Financial Services, preferably within an Independent Financial Advisor (IFA) firm.
  • Knowledge of pensions and investments, allowing you to navigate and provide valuable support in these areas.
  • Experience in processing business with providers and Investment Platforms, ensuring efficient workflow management.
  • Proficiency in using Intelligent Office and FE Analytics, enabling you to leverage technology for improved efficiency.

Benefits:

We value our employees and offer a competitive benefits package, including:

  • A comprehensive benefits package designed to support your well-being and career growth.
  • Free onsite parking for your convenience.
  • Exam support and a career development program to foster your professional advancement.
  • A negotiable salary, commensurate with experience.

Apply Now or contact Siobhan from Abacus Careers

Next Steps:
Please submit your application or speak to a specialist consultant from the Abacus team on 0044 (0) 28 9031 3157 for a confidential discussion. We aim to respond to all inquiries within 4 business hours.
The team at Abacus manages a range of permanent and contract positions throughout Northern Ireland, the UK and the Republic of Ireland. If you are experienced and/or professionally qualified we can support your job search.
Terms and Conditions and Privacy Policy on www.abacus.careers


Share this job

Green Triangle Green Triangle
Click to access the login or register cheese