10th February 2020

Financial Services Administrator

Reference: BBBH17050

Location: Belfast Job Type: Permanent Date Posted: 10/02/2020

Financial Services Administrator

Abacus Careers are pleased to be recruiting for a Financial Services Administrator on behalf of a leading Financial Services firm in their Belfast office. Our client is known for their no-nonsense and helpful advice for individual and corporate needs. They have a great reputation having been on the market for a long time and are keen to add a high calibre individual to their experienced team.


Attractive depending on experience

Key Duties

This role will consist of several aspects including administration support to the Financial Advisors within the company and is a great opportunity for the successful candidate to essentially gain an insight into the role of a financial advisor and be part of the maintenance and servicing to high value clients. Day to day duties will include:

  • Using software, create, record and update client records ensure all information is accurate and kept up to date.
  • Review clients cases provide updates where applicable to the Financial Advisors/ clients.
  • Develop and maintain effective relationships with internal and external stakeholders in order to facilitate excellent working relationships
  • Provide integral support to the advisors to help increase new business income
  • Ensure all cases are dealt with in a compliant manner and any action taken it fully documented.
  • Prepare timely and accurate materials to ensure reviews and valuations are delivered to clients within the agreed schedule.

Maintaining relationships will be a key output of this role as working productively with the team and clients will ensure that the commitment of great customer service is achieved.

The successful candidate will have:

  • Minimum of 5 GCSE’s including Maths & English
  • A minimum of 12 months (relevant) experience in Financial Services particularly within an IFA or Insurance provider.


  • Working towards or having achieved the Level 4 Diploma in financial advice.

In essence the successful candidate will demonstrate excellent written and verbal communication skills and the ability to adapt, understand and absorb information and work alongside the Financial advisor to deliver a quality service leading to long lasting relationships with all clients.

Next Steps:

Please contact Mairead Shannon at Abacus Careers on (028) 90 313157 for a further chat or email your CV to [email protected]

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

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