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For Companies At a Glance
- Tasks: Support Directors and Advisers with admin tasks and client documentation.
- Company: Join a reputable financial services firm in Belfast focused on wealth management.
- Benefits: Enjoy career development, training opportunities, and a competitive salary package.
- Why this job: Be part of a dynamic team that values precision and proactive client service.
- Qualifications: Strong knowledge of financial services and excellent organisational skills required.
- Other info: Opportunity to work in a supportive environment with potential for growth.
The predicted salary is between 28800 - 43200 £ per year.
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 play a key role in delivering a professional and seamless client experience. Your responsibilities will include:
- Acting as the first point of contact for clients via phone, email and in-person visits
- Handling incoming and outgoing client calls
- Working closely with senior staff to support the management of client accounts
- Processing and updating client information with accuracy
- Completing a wide range of associated administrative tasks
About You
The ideal candidate will have:
- Administrative and customer-facing experience gained within a professional services environment
- Experience from financial services, wealth management, accountancy, insurance, legal, banking or similar sectors
- Strong communication skills with a professional and confident manner
- Solid IT skills, with the ability to pick up new systems quickly
Working Hours
- Office-based role
- Monday-Thursday: 9:15am-5:30pm
- Friday: 9:15am-4:30pm
Salary will be £27-30k per annum DOE
If you\’re a proactive administrator looking to join a supportive and professional team, we would love to hear from you.
Please send your CV via the apply link.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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Financial Services Administrator employer: Brook Street
Contact Detail:
Brook Street 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 wealth management. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Brush up on your skills in MS Word, Excel, Outlook, and PowerPoint. Consider taking a short course or using online resources to enhance your proficiency, as these tools are crucial for the role.
✨Tip Number 4
Prepare to discuss your experience with new business processing and client relationship management systems. Be ready to provide examples of how you've ensured accuracy and compliance in previous roles, as this will be key to impressing the hiring team.
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 experience in financial services administration, particularly in wealth management and new business processing. Use specific examples that demonstrate your skills and achievements relevant to the role.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Explain how your background aligns with their needs and express your enthusiasm for the opportunity to support their client portfolio.
Highlight Relevant Skills: Emphasise your organisational and communication skills, as well as your attention to detail. Mention your proficiency in MS Word, Excel, Outlook, and PowerPoint, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your commitment to accuracy, which is essential in the financial services sector.
How to prepare for a job interview at Brook Street
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of financial services, particularly in wealth management and new business processing. Be prepared to discuss specific examples from your past experience that demonstrate your understanding of these areas.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, highlight your detail-oriented nature during the interview. You could mention specific instances where your attention to detail made a significant impact on a project or task.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client interactions. Think of situations where you successfully managed client relationships or resolved issues, and be ready to share those stories.
✨Familiarise Yourself with Compliance Regulations
Since compliance is a key aspect of the role, it’s beneficial to have a basic understanding of relevant regulations. Research common compliance requirements in financial services and be prepared to discuss how you ensure adherence in your work.
