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 Administrator
Are you ready to join a thriving financial planning practice and take your career to new heights?

I am currently seeking a motivated and dedicated individual to join my Client's team as a Financial Administrator or Senior Financial Administrator.

With their expanding business and commitment to excellence, this is an exceptional opportunity for growth and professional development.

Key Responsibilities:

Maintaining client records on the Intelliflo Office (IO) client management system, ensuring compliance with internal policies, processes, and GDPR guidelines.
Delivering exceptional client service by promptly responding to client inquiries and resolving issues with a professional approach.
Collaborating with financial advisers to obtain necessary information for the creation of comprehensive financial reports.
Managing the invoicing and receipt process for client fees.
Sending out annual review offer letters and producing review packs for advisers and clients, including generating plan valuations.
Efficiently handling incoming telephone calls and directing them to the appropriate personnel.
Assisting with general office administration duties and supporting the business as required.

In addition to the above responsibilities, as a Senior Financial Administrator, you will also:

Utilize your proficiency in the Intelliflo Office (IO) system to enter and reconcile fee statements, demonstrating your attention to detail and accuracy.

Skills and Experience:

Essential:

Prior experience of working in a financial advisory firm, with at least 5 years' experience for the Senior Administrator role.
Strong attention to detail and accuracy, ensuring precision in all tasks.
Excellent time management skills, enabling you to prioritize and meet deadlines effectively.
A positive attitude and the ability to contribute to a supportive and collaborative team environment.
Selfmotivation and the capability to manage your own workload.

Desirable:

Experience in entering and reconciling fee statements on Intelliflo Office (IO) would be highly advantageous.

About the Firm:

My client has recently expanded and relocated to new premises near the City Centre. With a team of four dedicated advisers and exceptional support staff, they foster a friendly and supportive working environment. They welcome both experienced "career administrators" and individuals with aspirations to progress into other roles in the future.

Benefits:

22 days of annual leave, in addition to bank holidays.
Free parking for hasslefree commuting.
10% employer pension contribution to the company workplace scheme.
4x Death in service coverage.
Group PMI plan for peace of mind.
Paid support with CII/PFS exams to further your professional development.
Electric Vehicle Scheme (Salary sacrifice) for environmentally conscious commuting.
Discretionary bonus scheme to recognize exceptional performance.

Hours/Location:

If you are passionate about the financial planning industry and eager to contribute your skills and expertise to a dynamic team, I want to hear from you

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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