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- Tasks: Support Financial Advisers with administration and client communication.
- Company: Join a reputable recruitment agency in the heart of Belfast.
- Benefits: Competitive salary, professional development opportunities, and a dynamic work environment.
- Why this job: Gain valuable experience in financial services while working in a supportive team culture.
- Qualifications: 2 years' experience in Financial Services and knowledge of pensions and investments required.
- Other info: Only candidates with relevant IFA experience will be considered.
The predicted salary is between 22400 - 24000 £ per year.
Brook Street Recruitment is working on behalf of our client in Belfast city centre who are currently seeking to recruit a Financial Services Administrator to join their team.
The responsibilities will include general Financial Planning administration duties and providing support to Financial Advisers within the business.
- Providing professional customer service to new and existing clients via telephone, email and face to face when required.
- Using financial planning software to create, record and update client records and ensuring these are kept up to date.
- Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information.
- Preparing client valuation reports and collating all documentation for client meetings.
- Continuing to develop your knowledge and understanding of any change in legislation and processes, internally and externally, which may impact your role.
- Other administrative duties required to fulfil the role successfully.
Requirements:
- A minimum of 2 years' experience in Financial Services within an IFA firm.
- Working knowledge of pensions and investments.
- Experience of processing business with providers/on platforms.
- Ability to resolve problems quickly and efficiently.
- Ability to work towards deadlines and prioritise workloads.
- Attention to detail, organised and a strong communicator.
Salary will depend on experience - £28-30k.
Please note that due to the high volume of applicants for this position only candidates with relevant experience working for an IFA or wealth management firm will be considered and contacted - we appreciate your understanding in this matter.
Please send CV to Colleen Farquharson via the apply link.
Contact Detail:
Brook Street UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Make sure to highlight your experience in Financial Services, especially if you've worked in an IFA or wealth management firm. Tailor your conversations during networking events or interviews to showcase how your background aligns with the specific requirements of the role.
✨Tip Number 2
Familiarise yourself with the financial planning software commonly used in the industry. If you can demonstrate your proficiency in these tools during discussions, it will show that you're ready to hit the ground running and can support Financial Advisers effectively.
✨Tip Number 3
Stay updated on the latest changes in legislation and processes that affect financial services. Being knowledgeable about current trends and regulations will not only help you in interviews but also position you as a proactive candidate who is committed to continuous learning.
✨Tip Number 4
Practice your communication skills, both verbal and written. Since the role involves liaising with clients and external providers, being able to convey information clearly and professionally will set you apart from other candidates.
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 firm. Emphasise your skills in customer service, financial planning software, and any specific achievements that demonstrate your ability to support Financial Advisers.
Craft a Strong Cover Letter: Write a cover letter that addresses the specific requirements mentioned in the job description. Explain how your background in pensions and investments aligns with the role and showcase your problem-solving abilities and attention to detail.
Highlight Relevant Experience: In your application, clearly outline your two years of experience in Financial Services. Provide examples of how you've successfully processed business with providers and managed client records, as this will be crucial for the hiring team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which are key traits for this role.
How to prepare for a job interview at Brook Street UK
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services, especially pensions and investments. Be prepared to discuss your previous experience in an IFA firm and how it relates to the role.
✨Demonstrate Customer Service Skills
Since the role involves providing professional customer service, think of examples from your past where you've successfully handled client interactions. Highlight your communication skills and ability to resolve issues efficiently.
✨Familiarise Yourself with Financial Planning Software
As you'll be using financial planning software, it’s a good idea to familiarise yourself with common tools used in the industry. If possible, mention any specific software you’ve used in your previous roles.
✨Prepare for Technical Questions
Expect questions related to financial legislation and processes. Stay updated on any recent changes that could impact the role and be ready to discuss how you would adapt to these changes.
