Highly Skilled Financial Services Professional Sought

19 hours ago


Lisburn, United Kingdom Abacus Professional Recruitment Full time

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:

  1. Provide administrative support to advisers, ensuring the highest level of client service.
  2. Manage and update client records, ensuring accuracy and compliance.
  3. Use Microsoft Word, Excel, and bespoke software to handle reports, documentation, and communications.
  4. 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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