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- Tasks: Provide top-notch admin support to Financial Advisers and prepare reports on tight deadlines.
- Company: Join a leading Wealth Management company in Belfast with a supportive work environment.
- Benefits: Enjoy a competitive salary and benefits package, plus a permanent Monday to Friday schedule.
- Why this job: Be part of a team that values exceptional customer service and professional growth.
- Qualifications: Experience in admin roles is a plus, but strong attention to detail and work ethic are key.
- Other info: This role offers a chance to interact with clients and develop your skills in finance.
The predicted salary is between 28800 - 43200 £ per year.
FINANCIAL SERVICES ADMINISTRATOR CMB Recruitment are delighted to be working with a leading East Belfast based Wealth Management company that is seeking a Financial Services Administrator to join their team. The successful Financial Services Administrator will provide strong administrative support to a team of Financial Advisers, helping to ensure that customer service continues at an exceptional level. Our client offers a pleasant, supportive and welcoming working environment. THE ROLE Provide excellent administrative support to a team of Financial Advisers Prepare written reports and documents to tight timescales to meet customer requirements. Undertake necessary research among available products to assist in suitable recommendations being made to clients. Ensure customer information is stored securely and updated accurately as required. Act as first point of contact for clients visiting the office. Communicate confidently with clients on both incoming and outgoing telephone calls. THE PERSON Experience in a similar role within a Financial Services business would be beneficial but not essential as our client is prepared to consider strong administrators from other sectors. You will need to have experience in adhering to strict administrative processes. Excellent attention to detail necessary Strong work ethic with the ability to work quickly and accurately. Good computer skills and comfortable with Microsoft Office Pleasant and confident telephone manner Be able to interact professionally with customers and colleagues alike. SALARY Our client is offering an attractive salary and benefits package to attract a candidate of the highest calibre, with further details available upon application. TO APPLY Please click on the link below to send your CV to us and we will be in contact. If you wish to have a confidential conversation about the role please contact Colin at CMB Recruitment on . CMB Recruitment is acting as a Recruitment Agency for this role on behalf of our client. Skills: Administration Telephone technique Reception Report Writing
Financial Services Administrator employer: CMB Recruitment
Contact Detail:
CMB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry. Understanding the basics of wealth management and the role of financial advisers will help you communicate more effectively during the interview.
✨Tip Number 2
Highlight your administrative skills in your conversations. Since the role requires strong administrative support, be ready to discuss specific examples of how you've successfully managed tasks under tight deadlines.
✨Tip Number 3
Practice your communication skills. As the first point of contact for clients, being able to convey information clearly and confidently is crucial. Consider role-playing common scenarios with a friend.
✨Tip Number 4
Research the company culture. Knowing about the supportive and welcoming environment of the company can help you tailor your approach and show that you would be a good fit for their 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 relevant administrative experience, especially in financial services or similar sectors. Emphasize your attention to detail and ability to adhere to strict processes.
Craft a Strong Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a great fit for the Financial Services Administrator role. Mention your work ethic and how you can contribute to the team's success.
Highlight Relevant Skills: In your application, emphasize your proficiency with Microsoft Office and any other relevant software. Mention your pleasant telephone manner and ability to interact professionally with clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at CMB Recruitment
✨Showcase Your Administrative Skills
Be prepared to discuss your previous experience in administrative roles. Highlight specific examples where you successfully managed tasks under tight deadlines, as this aligns with the expectations of providing strong support to Financial Advisers.
✨Demonstrate Attention to Detail
Since attention to detail is crucial for this role, come ready to share instances where your meticulousness made a difference. You might want to mention how you ensured accuracy in reports or maintained organized records.
✨Communicate Confidently
Practice your communication skills before the interview. Since you'll be the first point of contact for clients, it's important to convey confidence and professionalism during both verbal and written interactions.
✨Familiarize Yourself with Financial Services
Even if you don't have direct experience in financial services, do some research on the industry. Understanding basic concepts and terminology will help you engage more effectively during the interview and show your genuine interest in the role.
