Advance Search

Browse CVs

Financial Services Administrator

Posted 6 days ago

  • Lisburn, County Down
  • Any
  • External
  • Expires In 3 months
Role for a Talented Administrator with a leading firm of Independent Financial Advisers based in Lisburn; Salary and package negotiable but will be attractive. Arthur Dodds and Company are a well-established firm of Independent Financial Advisers based in Lisburn which specialises in delivering bespoke financial planning services to a discerning group of High Net Worth clients. We have a vacancy for a person who can fulfil an adviser support / administrative role, supporting the business principal and other key staff in the organisation. Requirements Good experience in use of Microsoft Word and Excel is essential, as will be the ability to grasp the bespoke software that the firm uses to supplement the core Microsoft products. High standards of numeracy and literacy are essential in the role. Therefore a good record of academic attainment is considered important. Experience in having worked for a financial planning practice is a clear advantage, as is evidence of having secured relevant qualifications in this sector. This is a challenging but rewarding role where adherence to the highest standards of excellence is needed. In return, the remuneration package will reflect this and you will be rewarded with the enjoyment and fulfilment that comes from working with a highly professional, dedicated and talented team in a workplace which is also fun. If interested, please send a brief CV and a quick introduction about yourself to our Practice Manager Carol McDowell.