Financial Services Operations Coordinator

6 days ago


Northern Ireland, United Kingdom Abacus Professional Recruitment Full time

About Abacus Professional Recruitment

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Abacus Professional Recruitment is a leading recruitment agency in the financial services industry, specialising in connecting top talent with exciting opportunities.

Job Title: Financial Services Operations Coordinator

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We are seeking an experienced Financial Services Operations Coordinator to join our team. This role will provide administrative support to our financial advisors and paraplanners, ensuring our clients receive exceptional service.

About the Role

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The successful candidate will be responsible for managing client contact strategies, organizing review meetings, maintaining accurate client records, and preparing meeting packs and valuations.

Key responsibilities will include:

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