Financial Services Administrator

Company

Abacus Careers are pleased to be recruiting for a senior Financial Services Administrator on behalf of a growing financial planning and investment company in their Belfast Office. This role will involve working closely with the Managing Director so technical knowledge must be high.

Role:

• This role will consist of several aspects including administrative duties and support/management of client relationships with the firm. More specifically, key responsibilities will be to interpret data and agreed actions following advisor/client meetings along with producing client review reports to consolidate client needs and objectives.
• Provide effective technical support both externally & internally and take ownership of certain customer queries and problems

Requirements:

• 3 years experience in Financial Services within an IFA.
• Experience related to general administration duties or could include paraplanner duties.
• Knowledge or experience of working directly with pensions, investments and Platforms/Wraps.

Desirable:

• Conducting client review process.
• Production of review reports/letters.

Benefits

• negotiable depending on experience
• Competitive benefits package
• Exam Support
• Career development

Contact

Nicky Strutt

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.

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