Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 your input and fosters a culture of learning.
- Qualifications: 1+ years in Financial Planning, Pensions, or Investments; strong Microsoft skills required.
- Other info: Salary based on experience; apply now to kickstart your career in finance!
The predicted salary is between 28800 - 42000 £ 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 and literacy skills The salary for this role is dependent on experience Please send CV to Colleen Farquharson via the 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
Familiarize yourself with the specific financial planning software mentioned in the job description. Being able to demonstrate your proficiency in these tools during the interview can set you apart from other candidates.
✨Tip Number 2
Brush up on your knowledge of current legislation and processes related to financial services. Showing that you are proactive about staying informed will impress potential employers and show your commitment to the role.
✨Tip Number 3
Practice your customer service skills, especially in a financial context. Be prepared to discuss how you would handle various client scenarios, as this role requires strong interpersonal communication.
✨Tip Number 4
Network with professionals in the financial services industry, particularly those who work in wealth management or financial planning. This can provide valuable insights and potentially lead to referrals for the position.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure to customize your CV to highlight your experience in Financial Planning, Pensions, or Investments. Emphasize your strong numerical and literacy skills, as well as your proficiency with Microsoft Packages.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial services industry and your ability to provide excellent customer service. Mention specific examples from your past experience that relate to the duties listed in the job description.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that align with the position of Financial Services Administrator. Focus on your administrative support experience and any relevant software you have used.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Brook Street Recruitment
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding 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 Strong Communication Skills
Since the role involves providing professional customer service, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or external providers in previous roles, whether via phone, email, or face-to-face.
✨Highlight Your Administrative Experience
Be ready to discuss your previous administrative roles and how they relate to the duties listed in the job description. Emphasize your experience with preparing documentation, scheduling, and using financial planning software to manage client records.
✨Familiarize Yourself with Microsoft Packages
Since strong experience with Microsoft Packages is essential, ensure you can confidently discuss your proficiency with tools like Excel, Word, and PowerPoint. Consider mentioning specific tasks you've accomplished using these programs to illustrate your skills.
