Location: Belfast Job Type: Permanent Salary: £24,000 - £26,000 Date Posted: 07/09/2020

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:

• 5 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 professionally qualified we can support your job search.

Terms and Conditions and Privacy Policy on www.abacus.careers