Exciting Opportunity: Financial Services Administrator Lisburn Are you an experienced Administrator looking to take the next step in your career?
Join my client, a leading firm of Independent Financial Advisers based in Lisburn, specialising in providing bespoke financial planning services to High Net Worth clients.
Why Join Us?
With my client, youll work with a dedicated team of professionals who deliver tailored financial advice to discerning clients.
They value excellence, and in return, offer a competitive salary and benefits package that reflects the high standards they uphold.
About the Role: They are seeking a talented and proactive Administrator to support their business principal and key staff.
Youll play a crucial role in delivering exceptional service to their clients, working closely with their advisers to ensure smooth operations and efficient client management.
What Youll Do: 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 Were Looking For: Strong experience with Microsoft Word and Excel.
Excellent numeracy and literacy skills with a solid academic background.
Experience in a financial planning practice is a clear advantage.
Qualifications in financial services or related sectors would be a bonus.
What We Offer: Competitive salary and benefits package, tailored to reflect your experience and contribution.
A dynamic, professional work environment where youll be part of a talented and fun team.
Opportunities for growth and development in a rewarding career.
Ready to take on a challenging and fulfilling role?
I'd love to hear from you!
Apply todayor reach out to Siobhan from Abacus for more information.
Skills: Administration, Microsoft Office, Numeracy