Financial Services Administrator
We are delighted to partner with a Financial Planning company to recruit for a Financial Services Administrator to join their busy team based in Lurgan.
The role is full-time and permanent, with a half-day finish on Fridays. Our client is an Independent Financial Planning company that values its clients and helps them create bespoke solutions tailored to their life goals.
Key Responsibilities:
* Assist in preparing and analyzing financial plans by gathering client information and organizing financial data.
* Conduct research on investment options, financial products, and market trends to support financial recommendations.
* Help prepare and maintain accurate records of client meetings, recommendations, and financial plans.
* Ensure compliance with regulatory requirements and company policies.
* Participate in training sessions and workshops to enhance your financial planning skills and industry knowledge.
Essential criteria include experience as a Financial Services Administrator in a Financial Services Company, strong administrative skills, and a passion for working in financial services.
The package includes salary based on experience, early Friday finish, 20 days' holiday plus stats and three extra closure days at Christmas, 7% pension contribution, flexible working, and a supportive team.