Highly Skilled Financial Services Professional Sought
19 hours ago
We are seeking a highly skilled Financial Services Administrator to join our team at Abacus Professional Recruitment in Lisburn. As a leading firm of Independent Financial Advisers, we specialise in providing bespoke financial planning services to High Net Worth clients.
Why Choose Us?
- We offer a competitive salary and benefits package that reflects our high standards and values excellence in everything we do.
- You will work with a dedicated team of professionals who deliver tailored financial advice to discerning clients.
About the Role:
The ideal candidate will have strong experience with Microsoft Word and Excel, excellent numeracy and literacy skills, and a solid academic background. Experience in a financial planning practice is a clear advantage, and qualifications in financial services or related sectors would be a bonus.
Responsibilities:
- Provide administrative support to advisers, ensuring the highest level of client service.
- Manage and update client records, ensuring accuracy and compliance.
- Use Microsoft Word, Excel, and bespoke software to handle reports, documentation, and communications.
- Assist in preparing financial plans and reports for clients.
What We Offer:
- A competitive salary of £28,000 - £35,000 per annum, depending on experience.
- A dynamic, professional work environment where you will be part of a talented and fun team.
- Opportunities for growth and development in a rewarding career.
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