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- Tasks: Support clients with valuations, applications, and documentation while providing top-notch customer service.
- Company: Join a leading Financial Services firm known for exceptional advice to high net-worth individuals.
- Benefits: Enjoy a full-time, permanent role with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team that values knowledge and offers a chance to make a real impact.
- Qualifications: 1+ years in Financial Planning, Pensions, or Investments; strong Microsoft skills and numerical abilities required.
- Other info: This role is perfect for those looking to advance their career in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Brook Street Recruitment is delighted to be recruiting for a Financial Services Administrator on behalf of a leading Financial Services firm based in Lisburn. This is a full-time and permanent position. Our client is an established Financial Services firm who provide a first-class advice on a range of policies to high net-worth individuals. You will be responsible for providing administrative support and their clients. DUTIES Preparing client valuations, application forms and meeting documentation for annual reviews. Scheduling LOAs to providers and managing the return of policy documentation. 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. Continue 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 role successfully. Essential criteria At least 1 years` experience within Financial Planning, Pensions or Investments Strong experience with Microsoft Packages Strong numerical a…
Financial Services Administrator employer: Brook Street UK Careers
Contact Detail:
Brook Street UK Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarize yourself with the specific financial planning software that the firm uses. This will not only help you stand out during the interview but also demonstrate your proactive approach to learning and adapting to their systems.
✨Tip Number 2
Brush up on your knowledge of current legislation and processes related to financial services. Being well-informed about recent changes can give you an edge in discussions and show your commitment to staying updated in the field.
✨Tip Number 3
Practice your customer service skills, especially in handling inquiries via phone and email. Role-playing different scenarios can help you feel more confident and prepared to provide exceptional service to clients.
✨Tip Number 4
Network with professionals in the financial services industry, particularly those who work in administrative roles. They can provide valuable insights and tips that could help you navigate the application process and understand what employers are looking for.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Financial Services Administrator position. Make sure you understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in financial planning, pensions, or investments. Provide specific examples of how your previous roles have prepared you for the responsibilities outlined in the job description.
Showcase Your Skills: Make sure to highlight your proficiency with Microsoft packages and any relevant financial planning software. Mention any numerical skills or certifications that demonstrate your capability in handling financial data.
Professional Communication: Since the role involves providing customer service and liaising with clients and external providers, include examples of your communication skills. Describe situations where you successfully managed client relationships or resolved issues.
How to prepare for a job interview at Brook Street UK Careers
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of financial planning, pensions, and investments. Be prepared to discuss recent changes in legislation that could impact the role, as this will demonstrate your commitment to staying informed in the industry.
✨Demonstrate Your Administrative Skills
Since the role involves a lot of administrative tasks, be ready to provide examples of how you've successfully managed similar responsibilities in the past. Highlight your experience with preparing client valuations and managing documentation.
✨Highlight Your Customer Service Experience
This position requires excellent customer service skills. Prepare to share specific instances where you provided exceptional service to clients, whether over the phone, via email, or in person. This will show that you can handle client interactions professionally.
✨Familiarize Yourself with Financial Software
Since you'll be using financial planning software, it’s beneficial to mention any relevant experience you have with such tools. If you’ve used specific software in previous roles, be sure to discuss how you utilized it to enhance your efficiency and accuracy.
