Financial Services Coordinator

2 weeks ago

United Kingdom Abacus Professional Recruitment Full time £30,000
Unlock Your Potential in Financial Planning

Are you passionate about delivering exceptional client experiences and contributing to a dynamic team? We're seeking a skilled Financial Services Administrator to join our Holywood office and help us achieve our mission of providing personalized financial solutions with integrity and professionalism.

About the Role:

  • Maintain accurate and up-to-date client records on Intelligent Office
  • Undertake large-scale data cleansing exercises and other centralized tasks
  • Develop strong relationships with clients and colleagues through excellent communication and interpersonal skills

What We're Looking For:

  • Strong IT skills, particularly in Microsoft Office
  • Excellent verbal and written communication skills
  • Experience in the financial planning sector, with knowledge of FCA rules and the financial services market

What We Offer:

  • A supportive environment with opportunities to learn and grow
  • A collaborative and fast-paced work environment
  • The chance to make a real difference in the lives of clients by helping them secure their financial future

Join Our Team:

If you're passionate about financial services and excited to work in a dynamic, client-focused environment, we want to hear from you. Apply now to become part of a team that's leading the way in independent financial planning.

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