26th June 2018

Financial Services Administrator

Reference: NS14451

Location: Belfast Job Type: Permanent Salary: £16,000 - £19,000 Date Posted: 26/06/2018

Financial Services Administrator – City Centre

Client

Abacus Professional Recruitment are pleased to be recruiting for a Financial Services Administrator on behalf of an IFA in their Belfast city centre office. Our client offers whole of market advise to their HNW clients and are looking for the successful candidate to be part of the maintenance of servicing this existing clientele.

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 suitability 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 2 year’s experience in an administrative role within financial services.
  • Administrative experience to include but not limited to;
    • General report writing.
    • Production of reports, letters, research and prepartion.
    • Document chasing.
    • Processing new business submissions.
  • Knowledge of or experience working directly with pensions and investments would be preferable.

Benefits

  • Generous salary depending on experience
  • Educational Support
  • Private Medical insurance
  • Good work life balance.

Contact

Nicky Strutt – nicky@abacus.jobs

Please submit your application or call the specialist Abacus consultant 0044 (0) 28 9031 3157 for a confidential career discussion.

Did you know? Abacus are Northern Irelands only rate Recruiter with 4.7 Stars for customer satisfaction on independent review site Feefo.

If you know someone who is returning/re-locating to NI then tell them about www.belfastforlife.com it has all the information that they will need.

Nicky Strutt

Nicky Strutt

Senior Financial Services & Insurance Recruitment Consultant

028 9099 8048

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