Financial Services Coordinator
2 weeks ago
Abacus Professional Recruitment is seeking a skilled Financial Services Coordinator to support our team in Holywood.
As a leading recruitment agency in the financial sector, we manage relationships with top financial planning firms and manage over £7bn in assets for 14,000 clients.
- Manage client contact strategies and maintain high standards of professionalism.
- Prepare and produce client mailings and Review Meeting Packs, ensuring timely delivery of review services.
- Maintain accurate client records on Intelligent Office, ensuring they are always up-to-date.
- Provide administrative support, process response forms, and liaise with advisers to meet client needs.
- Undertake data cleansing exercises and other centralized tasks to optimize client data.
We are looking for
- strong IT skills in Microsoft Office, with excellent verbal and written communication skills.
- A customer-focused mindset to build strong relationships with clients and colleagues.
- Self-motivation to manage priorities, solve problems, and meet deadlines.
- Experience in the financial planning sector, with knowledge of FCA rules and the financial services market.
Qualifications and skills:
- A minimum of 5 GCSEs (or equivalent), including Maths and English.
- Diploma Level qualification, or working towards CII, Chartered Status, or RO exams.
- 1+ year experience in an IFA/Wealth Management environment preferred.
Abacus Professional Recruitment values your development and offers a supportive environment with opportunities to learn, evolve, and make a difference in the lives of clients.
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