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For Companies At a Glance
- Tasks: Support client onboarding and manage portfolios in a dynamic team environment.
- Company: Join a reputable financial services firm in East Belfast focused on exceptional client service.
- Benefits: Enjoy hybrid working, competitive salary, and an early finish on Fridays!
- Why this job: This role offers variety, growth opportunities, and a supportive company culture.
- Qualifications: 2+ years in financial services, strong communication skills, and attention to detail required.
- Other info: Work on exciting projects with an enviable portfolio of clients.
The predicted salary is between 23000 - 28000 £ per year.
Artemis Human Capital is excited to be partnering with a reputable financial services firm based in East Belfast as they seek to appoint an experienced financial services administrator in a newly created role to support with continued business growth. This is a fantastic opportunity for a seasoned financial services professional who is passionate about delivering exceptional client service and keen to develop within a dynamic team.
The Job...
- Working closely with the firm's client services team, you will be involved across the following areas:
- Supporting with the onboarding of new clients and ensuring their financial plans are implemented smoothly.
- Taking ownership of new business processing, ensuring compliance and accuracy.
- Updating client records, liaising with product providers, and preparing documentation.
- Managing client portfolios and ensuring all actions from meetings are followed through promptly.
About You...
- To be considered for this role, you will ideally possess the following criteria:
- 2+ years experience in a similar role within financial services.
- Proficiency with Microsoft Office packages and a confident telephone manner.
- Strong attention to detail, excellent communication skills, and the ability to work independently.
- The ability to handle a varied workload and meet deadlines.
- A passion for delivering excellent client services.
Remuneration Package...
- A competitive salary of £27-32,000 per annum (DOE).
- Hybrid working.
- Early Friday finish time of 1pm!
- A fantastic company culture where you'll be supported and encouraged to grow.
- An enviable portfolio of clients, giving you the opportunity to work on exciting and challenging projects.
- Strong potential for career progression and professional development.
If you're looking for a role that offers variety, a great working environment, and opportunities for career growth, contact Beth Gault at Artemis Human Capital or click 'Apply'.
Financial Services Administrator employer: Artemis Human Capital
Contact Detail:
Artemis Human Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the specific financial services offered by the firm. Understanding their products and client onboarding processes will help you demonstrate your knowledge during interviews and show that you're genuinely interested in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in East Belfast. Attend local events or join online forums to connect with potential colleagues and gain insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your experience with compliance and accuracy in previous roles. Be ready to provide examples of how you've successfully managed client portfolios and ensured smooth onboarding processes, as these are key aspects of the job.
✨Tip Number 4
Showcase your communication skills by practising how you would explain complex financial concepts to clients. Being able to convey information clearly and confidently will be crucial in this role, so consider role-playing scenarios with a friend or mentor.
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 administration. Focus on your 2+ years of experience, showcasing specific tasks you've handled that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for delivering exceptional client service. Mention your proficiency with Microsoft Office and your strong attention to detail, linking these skills to how they will benefit the firm.
Highlight Relevant Skills: In your application, emphasise your communication skills and ability to manage a varied workload. Provide examples of how you've successfully met deadlines in previous roles.
Show Enthusiasm for Growth: Express your eagerness to develop within a dynamic team. Mention any previous experiences where you took initiative or sought professional development opportunities, aligning with the company's culture of support and growth.
How to prepare for a job interview at Artemis Human Capital
✨Showcase Your Experience
Make sure to highlight your 2+ years of experience in financial services during the interview. Be prepared to discuss specific examples of how you've successfully managed client onboarding and ensured compliance in previous roles.
✨Demonstrate Attention to Detail
Since this role requires strong attention to detail, consider bringing along a portfolio of your work or examples that showcase your meticulousness. Discuss how you ensure accuracy in documentation and client records.
✨Communicate Confidently
A confident telephone manner is essential for this position. Practice answering common interview questions out loud to improve your verbal communication skills. Remember, clear and concise communication can set you apart from other candidates.
✨Express Your Passion for Client Service
This role is all about delivering exceptional client service. Be ready to share stories that illustrate your commitment to client satisfaction and how you've gone above and beyond to meet client needs in the past.
