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- Tasks: Support Wealth Managers with client administration and documentation.
- Company: Join a dynamic team in Belfast's financial services sector.
- Benefits: Enjoy a collaborative work environment with opportunities for growth.
- Why this job: Be part of a team that values quality service and client satisfaction.
- Qualifications: Experience in financial services and strong communication skills required.
- Other info: Salary is negotiable; apply now to kickstart your career!
The predicted salary is between 30000 - 42000 £ per year.
Brook Street Recruitment is working on behalf of our client in Belfast city centre where an opportunity has arisen for a Financial Services Administrator to join their expanding team.
KEY RESPONSIBILITIES
- Provide administration and client servicing support to the POD and Wealth Managers.
- Assist in the scheduling of client annual reviews and the preparation of meeting packs, valuations and all other documentation required.
- Quality evaluation of compliance documentation, drawing adviser's attention to any issues or documentation needing updated as and when required.
- Work closely with wider team to ensure timely and accurate implementation of agreed actions arising from client meetings.
- Liaising directly with back-office teams based in Dublin and third-party providers to ensure data amendments, payments and income for clients are scheduled and actioned per client's request in a timely and efficient manner.
- Direct customer call back and contact regarding the verification of client requests.
- Deal with legal professionals efficiently and in strict compliance when dealing with requests of deceased administration processes.
- The actioning and follow up of Letters of Authority within tight timeframes to ensure smooth customer transition.
- Maintain accurate client records across all company systems and other provider systems.
- Continually seek ways of improving quality, service delivery and efficiencies in processes and procedures.
- Adherence to the Firms regulatory obligations and compliance processes and procedures.
Criteria
- Previous experience in financial services - IFA / Wealth Management firm.
- Knowledge of Wealth Management.
- Fully PC Literate and proficient with Microsoft.
- Good communication skills - written and oral.
Salary can be discussed on application. Please send CV to Colleen Farquharson via the apply link.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Skills: Financial Services Administrator, Wealth Management, IFA, Report Writing.
Financial Services Administrator employer: Brook Street Recruitment
Contact Detail:
Brook Street Recruitment 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 and wealth management terminology. This will not only help you understand the role better but also demonstrate your knowledge during any interviews or discussions.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in IFA or wealth management firms. Attend industry events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel and Word, as these are essential for preparing meeting packs and maintaining client records. Consider taking a short course if you feel you need to improve your proficiency.
✨Tip Number 4
Prepare for potential interview questions by thinking about how you would handle specific scenarios related to client servicing and compliance. Being able to articulate your thought process will show your problem-solving abilities and readiness for the role.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and required skills for the Financial Services Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Tailored CV: Ensure your CV is up-to-date and specifically tailored to the financial services sector. Highlight relevant experience in administration, client servicing, and any previous roles in wealth management or IFA firms.
Write a Compelling Cover Letter: Include a cover letter that addresses your motivation for applying and how your skills can contribute to the team. Mention your proficiency with Microsoft tools and your communication skills, as these are crucial for the role.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Brook Street Recruitment
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services and wealth management. Be prepared to discuss your previous experience in the industry, as well as any specific regulations or compliance processes that are relevant to the role.
✨Demonstrate Your Organisational Skills
As a Financial Services Administrator, you'll need to manage multiple tasks efficiently. Be ready to provide examples of how you've successfully organised client meetings, prepared documentation, and maintained accurate records in your previous roles.
✨Showcase Your Communication Skills
Effective communication is key in this role. Prepare to discuss how you've liaised with clients, back-office teams, and legal professionals in the past. Highlight any experiences where your communication skills made a significant impact on service delivery.
✨Emphasise Your Problem-Solving Abilities
The ability to identify issues and propose solutions is crucial. Think of instances where you've improved processes or resolved client concerns. Be ready to share these examples to demonstrate your proactive approach to challenges.
