Financial Service Administrator- Client Service

2 days ago


Co Down Northern Ireland, United Kingdom Abacus Professional Recruitment Full time €30,000

Financial Services Administrator Lisburn Are you an experienced Administrator looking to take the next step in your career? Join my client, a leading firm of Independent Financial Advisers based in Lisburn, specialising in providing bespoke financial planning services to High Net Worth clients.
With my client, youll work with a dedicated team of professionals who deliver tailored financial advice to discerning clients.
They value excellence, and in return, offer a competitive salary and benefits package that reflects the high standards they uphold.
Use Microsoft Word, Excel, and bespoke software to handle reports, documentation, and communications.
Assist in preparing financial plans and reports for clients.
What Were Looking For: Strong experience with Microsoft Word and Excel.
Excellent numeracy and literacy skills with a solid academic background.
Experience in a financial planning practice is a clear advantage.
Qualifications in financial services or related sectors would be a bonus.
What We Offer: Competitive salary and benefits package, tailored to reflect your experience and contribution.
Opportunities for growth and development in a rewarding career.
Administration, Microsoft Office, Numeracy



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