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For Companies At a Glance
- Tasks: Support financial planning services by preparing client review packs and maintaining records.
- Company: Join a reputable financial planning firm in Belfast, known for exceptional client relationships.
- Benefits: Enjoy a competitive salary, 5 weeks leave, pension contributions, and mentorship.
- Why this job: Be part of a close-knit team focused on quality, integrity, and client care.
- Qualifications: Ideal candidates have IFA administration experience and strong communication skills.
- Other info: Modern office in a prime city centre location with a collaborative environment.
The predicted salary is between 24000 - 30000 £ per year.
Honeycomb is delighted to be partnering with a highly respected financial services firm to recruit for a Financial Services Administrator. This is an excellent opportunity for a professional who enjoys delivering exceptional client service and thrives in a structured, detail-oriented environment.
The Client
Our client is a well-established and highly reputable financial planning firm based in Belfast city centre. With a strong track record of delivering tailored financial advice, they pride themselves on building long-term relationships with clients through a personal and proactive service. This is an excellent opportunity to join a close-knit team where quality, integrity, and client care are at the heart of everything they do.
The Role
Working directly with the Managing Director, the Financial Services Administrator will play a vital role in supporting the delivery of high-quality financial planning services. Key responsibilities include:
- Preparing comprehensive client review packs in advance of meetings, ensuring all documentation is accurate and complete.
- Maintaining and updating client records across back-office systems, platforms, and planning tools.
- Acting as a professional and friendly point of contact for client enquiries, delivering excellent service.
- Supporting the annual review process by coordinating meeting schedules, documentation, and follow-up actions.
- Ensuring all client files are fully compliant, including up to date risk profiles, data gathering, and supporting documents.
- Assisting with general administrative tasks such as managing correspondence, handling calls.
Desirable Criteria
The ideal candidate may bring some or all of the following experience and attributes:
- 3 years' experience working in an IFA administration role
- Proven ability to prepare detailed report packs to support financial advisers in client annual reviews
- Experience using financial planning software, particularly XPLAN
- Strong analytical skills with the ability to interpret financial data and support informed decision making
- Excellent verbal and written communication skills, with a natural ability to build rapport with clients
- A proactive, solution focused mindset and a strong commitment to delivering exceptional client service
The Package
In return for your skills and dedication, the successful candidate will receive:
- A competitive salary of £28,000 - £30,000, depending on experience
- 5 weeks paid annual leave, plus all bank holidays
- Company pension contribution
- Direct mentorship and support from the Managing Director
- A collaborative, professional team environment
- Modern office space in a prime city centre location
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs Ireland.
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.
Honeycomb is committed to providing equality of opportunity to all.
Contact Detail:
Honeycomb Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the financial planning software mentioned in the job description, particularly XPLAN. Having hands-on experience or even completing a short online course can give you an edge and show your commitment to the role.
✨Tip Number 2
Highlight your client service skills during any interactions. Since this role emphasises exceptional client care, be prepared to share examples of how you've successfully built rapport and handled client enquiries in previous positions.
✨Tip Number 3
Research the company’s values and recent achievements. Understanding their approach to financial planning and client relationships will allow you to tailor your conversations and demonstrate that you're aligned with their mission.
✨Tip Number 4
Prepare to discuss your organisational skills and attention to detail. Given the structured nature of the role, think of specific instances where you've successfully managed documentation and compliance in a previous job.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise your ability to prepare detailed report packs and your familiarity with financial planning software like XPLAN.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for client service and your proactive approach. Mention specific examples of how you've delivered exceptional service in previous roles.
Highlight Key Skills: In your application, focus on your analytical skills and your ability to interpret financial data. These are crucial for supporting informed decision-making in the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Clear and professional communication is key in the financial services industry.
How to prepare for a job interview at Honeycomb Jobs
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services and the specific products your potential employer offers. Being able to discuss their services intelligently will show your genuine interest in the role.
✨Demonstrate Attention to Detail
As a Financial Services Administrator, attention to detail is crucial. Prepare for the interview by reviewing your CV and any documents you submit, ensuring there are no errors. You might also be asked to complete a task that tests your attention to detail.
✨Showcase Your Client Service Skills
Prepare examples from your past experiences where you delivered exceptional client service. Highlight how you built rapport with clients and resolved any issues they faced, as this is key to the role.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, team dynamics, or the tools they use. This shows your enthusiasm for the position and helps you assess if it's the right fit for you.
