Administrator

Financial Advising Administrator - Lisburn - Salary DOE

To join a successful financial planning business in Lisburn as their new Administrator, where you will work with a variety of clients across:

• Creating and maintaining accurate client records and documentation

• Preparing pre and post-meeting correspondence and valuations

• Processing new business applications in a compliant and timely manner

• Liaising with providers, progressing cases, and chasing outstanding requirements

• Supporting the delivery and implementation of client reviews and action points

What we are looking for:

• Strong organisational skills and attention to detail

• Confident communicator, both written and verbal

• Able to manage workload independently within defined processes

• Experience within a financial planning environment (desirable)

In return, you can expect a generous package, a friendly and supportive team, and opportunities for training and career progression. If you are interested, please let me know.