Financial Services Administrator – Entry level

Financial Services Administrator

Abacus Careers are pleased to be recruiting for a Financial Services Administrator on behalf of a boutique Financial Services firm in their Belfast office. Our client has recorded positive growth this year and looks to add to their team. It is not essential to have direct experience so will be ideal for someone with financial services experience looking to begin their career within Financial Advice.

Whilst most other companies and now starting to bring back 5 days per week working in the office, this client is promoting flexible working for all staff.

Salary

Up to £25,000 depending on experience, Work from home, pension, development opportunities, study support

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 within Financial Services.

Next Steps:

Please contact Nicky Strutt at Abacus Careers for a further chat. Even though this role is work from home you still need to be based within Northern Ireland.

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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