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- Tasks: Support Financial Advisors and gain insight into financial advising while servicing high-value clients.
- Company: Join a growing financial planning and investment company in Belfast, dedicated to excellence.
- Benefits: Competitive salary, potential for growth, and a chance to develop industry knowledge.
- Why this job: Be part of a dynamic team, improve processes, and make a real impact in financial services.
- Qualifications: 5 GCSEs including Maths & English and 12 months experience in Financial Services required.
- Other info: This role is not just admin; it's a stepping stone into the financial services industry.
The predicted salary is between 20800 - 28000 £ per year.
Brook Street (UK) Ltd is delighted to be recruiting for a Financial Services Administrator on behalf of a growing financial planning and investment company in their Belfast Office. This role will consist of several aspects including administration support to the Financial Advisors within the company and is a great opportunity for the successful candidate to gain insight into the role of a financial advisor and be part of the maintenance and servicing to high value clients.
Key Responsibilities:
- Develop & maintain knowledge of the Financial Services market, legislative changes, company policies and procedures.
- Communicate and liaise internally and externally to facilitate excellent working relationships.
- Provide integral support to the sales process in order to help increase new business income.
- Suggest/contribute fully to process improvements.
- Respond to opportunities to improve service as they arise.
- Provide technical support both internally to the Financial Advisors and externally to clients by taking ownership of customer queries and problems.
Essential Criteria:
- Minimum of 5 GCSEs including Maths & English.
- A minimum of 12 months experience in Financial Services, particularly within an IFA.
- PLEASE NOTE THAT THIS IS NOT JUST AN ADMINISTRATION ROLE - IT INVOLVES WORKING IN THE FINANCIAL SERVICES INDUSTRY AND APPLICANTS MUST HAVE RELEVANT EXPERIENCE.
Desirable:
- Working towards or having achieved the Level 4 Diploma in financial advice.
Salary will depend on experience - circa 26-28k.
Please send CV to Colleen Farquharson via the apply link.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Contact Detail:
Brook Street Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the latest trends and changes in the financial services market. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with professionals already working in financial services, especially those in administrative roles. Attend industry events or join relevant online forums to build connections that could lead to valuable insights and potential referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've contributed to process improvements in previous roles. Highlighting your proactive approach can set you apart from other candidates and show your potential value to the team.
✨Tip Number 4
Be ready to articulate your understanding of the role of a financial advisor and how your administrative support can enhance their effectiveness. This shows that you’re not just looking for any job, but are genuinely interested in contributing to the financial services sector.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly within an IFA. Emphasise any specific roles or responsibilities that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are interested in the Financial Services Administrator role. Mention your understanding of the financial services market and how your skills can contribute to the company.
Highlight Relevant Qualifications: Clearly list your qualifications, especially your GCSEs in Maths and English. If you have any additional certifications or are working towards the Level 4 Diploma in financial advice, make sure to include these as well.
Showcase Communication Skills: Since the role involves liaising internally and externally, provide examples in your application that demonstrate your strong communication skills and ability to build relationships. This could be through previous roles or specific projects.
How to prepare for a job interview at Brook Street Recruitment
✨Know Your Financial Services
Make sure you brush up on your knowledge of the financial services market, including recent legislative changes and company policies. This will show that you're proactive and genuinely interested in the role.
✨Demonstrate Your Experience
Be prepared to discuss your previous experience in financial services, particularly within an IFA. Highlight specific examples where you've provided support or improved processes, as this will demonstrate your capability for the role.
✨Showcase Your Communication Skills
Since the role involves liaising with both internal teams and clients, practice articulating your thoughts clearly. Prepare examples of how you've successfully built relationships in past roles, as strong communication is key.
✨Prepare Questions
Have a few insightful questions ready to ask at the end of the interview. This could be about the company's approach to client servicing or opportunities for professional development. It shows your enthusiasm and engagement with the role.
