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, whilst their commitment to deliver the best customer experience makes them one of the leading firms on the market.
Negotiable depending on experience
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:
- Interpret data and agreed actions following advisor/client meetings along with producing client suitability reports to consolidate client needs and objectives.
- Prepare timely and accurate materials to ensure reviews and valuations are delivered to clients within the agreed schedule.
- Provide technical support both internally to the Financial Advisors but also externally to clients by taking ownership of customer queries and problems.
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:
General report writingProduction of reports, letters, research and preparationDocument chasing
- A minimum of 12 months experience in Financial Services particularly within an IFA.
- Experience related to general administration (or trainee paraplanner duties) including
Knowledge or experience of working directly with pensions, investments or platforms would be preferable.
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.
Please contact Mairead Shannon at Abacus Careers on (028) 90 313157 for a further chat or email your CV to Mairead@abacus.careers
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.