At a Glance
- Tasks: Draft reports, liaise with fund managers, and ensure compliance with financial standards.
- Company: Join a reputable financial services firm in Newtownards with a supportive team.
- Benefits: Competitive salary, performance bonuses, private medical, and pension plans.
- Other info: Full-time, permanent role with excellent professional support and growth opportunities.
- Why this job: Make a real impact in financial planning while developing your career.
- Qualifications: Experience in financial services and strong communication skills.
The predicted salary is between 38250 - 46750 £ per year.
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Financial Services Administrator / Paraplanner to join their team. The Financial Services Administrator (or Paraplanner) will generally handle the following duties:
- Drafting annual review reports and client suitability documentation.
- Liaising with fund managers and product providers to gather necessary financial data.
- Ensuring file processing aligns with FCA and Openwork network standards.
- Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers.
- Produce high-quality suitability and review reports in line with regulatory standards.
- Conduct research and analysis to support financial planning recommendations.
- Work closely with advisers and providers to deliver effective client outcomes.
- Maintain workflow processes and support compliance requirements.
- Deliver reporting on pipeline and service levels.
This is a full-time and permanent office-based role. The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience, performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support.
Read more in Newtownards employer: Brook Street
Join a dynamic and supportive team at a leading higher education institution in Bath, where your skills as a Digital Print Assistant will be valued and nurtured. With a focus on professional development and a commitment to delivering high-quality work, you'll enjoy a collaborative work culture that prioritises customer service and excellence. This role offers the unique advantage of working in an educational environment, providing opportunities for growth and learning while contributing to meaningful projects.
StudySmarter Expert Advice🤫
We think this is how you could land Read more in Newtownards
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Brook Street. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Read more in Newtownards
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Brook Street.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Brook Street's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Brook Street
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Brook Street.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Brook Street will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Brook Street employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
