Administrative Professional
2 weeks ago
We are looking for an Administrative Professional to join our team in Belfast, supporting the management and administration of a portfolio of SIPP, SSAS, and personal clients.
As a key member of our team, you will work closely with Client Relationship Managers (CRMs) to assist advisers in the proactive management of our clients' financial affairs - within agreed procedures and regulations.
This role offers a unique opportunity to develop your skills and knowledge in financial services and pension schemes, with ongoing training and support provided.
- Manage client relationships and communications, providing high-quality administrative support to the team.
- Develop and maintain a comprehensive understanding of financial services and pension schemes, including SIPP and SSAS.
- Work collaboratively with colleagues to achieve team goals and objectives.
- Communicate effectively with clients, colleagues, and external partners, using clear and precise language.
- Stay up-to-date with industry developments and best practices, applying this knowledge to improve processes and outcomes.
The estimated salary for this role is £27,000 - £33,000 per annum, depending on experience.
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