Financial Services Administrator

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