02nd October 2018

Client Review Administrator

Reference: NS15274

Location: Belfast Job Type: Permanent Salary: £25,000 - £28,000 Date Posted: 02/10/2018

Company

Abacus Professional Recruitment are pleased to be recruiting for a Client Review Administrator on behalf of a growing financial planning and investment company in their Belfast Office. Our client is looking for an ambitious individual who will grow with the business.

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.
  • Moreover, you will be required to prepare timely and accurate materials to ensure reviews and valuations are delivered to clients within the agreed schedule.

Requirements:

  • A minimum of 5 years’ experience in Financial Services with 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

  • £25,000 – £28,000 depending on experience
  • Competitive benefits package including generous pension contribution, DIS and PHI
  • Exam Support
  • Free onsite parking

Contact

Nicky Strutt – nicky@abacus.jobs

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.jobs

Nicky Strutt

Nicky Strutt

Senior Financial Services & Insurance Recruitment Consultant

028 9099 8048

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