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For Companies At a Glance
- Tasks: Support the advisory team with client reports and administrative tasks in a dynamic financial planning firm.
- Company: Join a forward-thinking financial planning firm with a strong reputation in Northern Ireland.
- Benefits: Competitive salary, 20 days annual leave, private medical insurance, and a supportive team culture.
- Why this job: Make a real impact by helping clients take control of their financial future.
- Qualifications: 2 years' experience in an IFA environment and strong Microsoft Office skills.
- Other info: Flexible working across Belfast and Ballymena with excellent career growth opportunities.
The predicted salary is between 26000 - 32000 £ per year.
Job Description
Our client, a highly respected wealth management firm in South Belfast, is seeking an organised and professional Administrator to join their growing team. While experience within wealth management is ideal, they are also keen to consider applicants from accountancy, insurance, legal services, banking or other professional environments.
The Role
As the first point of contact for clients, you will pla…
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Financial Services Administrator employer: Brook Street UK
Contact Detail:
Brook Street UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a job opening or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and be ready to discuss how your experience aligns with their mission. This shows you're genuinely interested and can help you stand out from the crowd.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to pensions and investments. Use specific examples from your past roles to demonstrate your skills and knowledge. Confidence is key, so the more you practice, the better you'll perform!
✨Tip Number 4
Don't forget to apply through our website! It’s a great way to ensure your application gets noticed. Plus, it shows you're proactive and keen to join a firm that values its team and clients. So, get that CV polished and hit 'apply'!
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in financial services, especially your experience with pensions and investments, to show us you're the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial services and how your proactive approach aligns with our mission to help clients take control of their financial future.
Showcase Your Attention to Detail: Since this role requires strong organisational skills and attention to detail, make sure your application is free from typos and errors. A polished application shows us you care about quality and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Brook Street UK
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with the latest trends and regulations in the financial services sector. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your administrative skills and attention to detail. Think about times when you successfully managed client reports or navigated compliance issues. This will demonstrate your capability to handle the responsibilities of a Financial Services Administrator.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common interview questions related to financial services and your experience. Practising your responses will help you articulate your thoughts clearly and reduce any nerves on the day.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. Inquire about the firm's approach to client relationships or how they support their team’s professional development. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
