Financial Planning Support Expert

1 day ago


Lisburn, United Kingdom Abacus Professional Recruitment Ltd Full time

As a key member of our Wealth Planning team, you will be responsible for delivering exceptional client experiences while supporting the development of tailored financial solutions.

Key responsibilities include:

  • Client Support: Collaborate with wealth planners to deliver high-quality client service, ensuring timely completion of suitability letters and other documentation.
  • Analysis & Strategy: Conduct thorough analysis of client needs, developing targeted financial plans to meet complex goals.
  • System Administration: Manage client data within our CRM system, maintaining accuracy and currency of information.
  • Project Contribution: Participate in initiatives aimed at improving our Wealth Planning services and client engagement.
  • Compliance & Quality Assurance: Ensure adherence to regulatory standards and internal policies, prioritizing client satisfaction and quality outcomes.

An attractive salary of £55,000 - £70,000 per annum is available for this role, accompanied by flexible working arrangements to promote work-life balance.



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