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- Tasks: Support financial planning teams with analysis, client management, and administrative tasks.
- Company: Dynamic and growing Independent Financial Advisor (IFA) firm.
- Benefits: Competitive salary, hybrid working, early finishes, and enhanced benefits package.
- Why this job: Join a reputable team and kickstart your career in financial planning with real growth opportunities.
- Qualifications: 1 year of relevant experience and a degree in Finance or related field.
- Other info: Fantastic company culture with study support for professional qualifications.
The predicted salary is between 24000 - 36000 £ per year.
Artemis Human Capital are pleased to be exclusively partnering with a dynamic & growing IFA. This is a newly created position with the team due to continued business success & growth. This is an exciting & career defining opportunity for a junior financial planning professional to join a reputable & experienced local team, this role will provide genuine opportunity for progression & development, as well as offering an enhanced benefits package to the successful candidate.
The Job…
- Working closely with the firm’s financial planning & client servicing teams, you will be involved across the following areas:
- Supporting the advice & paraplanning teams in providing clients with their strategic financial plans, providing financial & investment analysis & projections, and tax & estate planning & contingency advice.
- Supporting the team in client portfolio management & processing on the firm’s investment platforms.
- Undertake administrative responsibilities including excel analysis, database updating, file scanning etc.
The Ideal Candidate…
- A minimum of 1 years’ experience working within an IFA or relevant work environment.
- Degree in Finance or Investment Management (or another related subject).
- Strong working knowledge of Microsoft Office packages.
- Excellent communication & organisational skills.
- Passionate about pursuing a career within financial planning.
Benefits & Remuneration…
- A market leading salary of up to £30,000 per annum (DOE).
- Hybrid & flexible working model.
- Early Friday finish time.
- Enhanced wider benefits package, which includes enhanced parental leave & enhanced employer pension contribution.
- Fantastic company culture.
- Study support for any relevant exams or qualification you may wish to pursue (or are currently pursuing).
- Genuine scope for career progression & professional development.
For more information about this exciting opportunity, contact Beth Gault at Artemis Human Capital, or alternatively click ‘Apply’.
Financial Planning Administrator in Belfast employer: Artemis Human Capital
Contact Detail:
Artemis Human Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Belfast
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field through LinkedIn or local events. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and tailoring your answers to highlight your passion for financial planning. Show them you’re the perfect fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email expressing your appreciation for the opportunity. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Financial Planning Administrator in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your relevant experience in financial planning or administration, and don’t forget to showcase your proficiency with Microsoft Office packages!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you can contribute to the team. Mention specific examples from your past that align with the responsibilities of the role.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application is clear and well-structured. Use concise language and check for any typos or grammatical errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Artemis Human Capital
✨Know Your Numbers
Brush up on your financial knowledge, especially around investment analysis and tax planning. Be ready to discuss how you can support the advice and paraplanning teams with real examples from your experience.
✨Excel is Your Best Friend
Since the role involves a lot of Excel analysis, make sure you’re comfortable with functions and data manipulation. Practise common tasks like creating pivot tables or using VLOOKUP, so you can confidently demonstrate your skills during the interview.
✨Show Your Passion
This position is perfect for someone eager to grow in financial planning. Share your career aspirations and how this role aligns with them. Employers love to see candidates who are genuinely excited about their future in the industry.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This shows you’re not just interested in the job, but also in how you can contribute to and grow within the team.
