Financial Services Administrator - Belfast, United Kingdom - Abacus Professional Recruitment

Abacus Professional Recruitment

Verified Company

Belfast, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Exciting Job Opportunity:
Financial Services Administrator
Are you ready to take the next step in your career and join a dynamic and growing financial services firm?

My client is currently seeking a Financial Services Administrator to join their team in Belfast.

Whether you're an experienced professional or a recent graduate with a passion for financial services, they have an opportunity for you to contribute to their ongoing success.

Responsibilities:

As a Financial Services Administrator, you will play a crucial role in supporting our team and ensuring the smooth operation of our client portfolio management and data processing

Your responsibilities will include:

Managing client databases using our backoffice system, Intelligent Office (I.O).
Engaging with investment companies, insurance companies, and other relevant stakeholders.
Undertaking general office administration tasks, including data analysis in Excel, database updating, and file scanning.
Staying updated on changes in legislation and processes that may impact your role, both internally and externally.
Demonstrating problemsolving skills by resolving issues quickly and efficiently.
Working towards deadlines and effectively prioritizing workloads.
Maintaining strong attention to detail, organizational skills, and effective communication with clients.
Building rapport and empathizing with clients to deliver exceptional service.

Requirements:

A minimum of 2 years' experience in Financial Services, preferably within an Independent Financial Advisor (IFA) firm.
Knowledge of pensions and investments, allowing you to navigate and provide valuable support in these areas.
Experience in processing business with providers and Investment Platforms, ensuring efficient workflow management.
Proficiency in using Intelligent Office and FE Analytics, enabling you to leverage technology for improved efficiency.

Benefits:

We value our employees and offer a competitive benefits package, including:

A comprehensive benefits package designed to support your well-being and career growth.
Free onsite parking for your convenience.
Exam support and a career development program to foster your professional advancement.
A negotiable salary, commensurate with experience.

Next Steps:

The team at Abacus manages a range of permanent and contract positions throughout Northern Ireland, the UK and the Republic of Ireland.

If you are experienced and/or professionally qualified we can support your job search.

Siobhan Metcalfe:

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