Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients and wealth managers with administration and client servicing tasks.
- Company: Join Davy, a leading financial services firm with a century of success.
- Benefits: Enjoy competitive pay, flexible working, health support, and growth opportunities.
- Other info: Inclusive culture with a focus on wellbeing and career development.
- Why this job: Be part of a team that values your contributions and fosters personal and professional growth.
- Qualifications: 2 years in financial services, strong communication skills, and a client-focused attitude.
The predicted salary is between 30000 - 40000 £ per year.
About us
At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors. Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy.
Responsibilities
- Provide administration and client servicing support to the POD and Wealth Managers.
- Assist in the scheduling of client annual reviews and the preparation of meeting packs, valuations and all other documentation required.
- Quality evaluation of compliance documentation, drawing advisers’ attention to any issues or documentation needing updated as and when required.
- Work closely with wider team to ensure timely and accurate implementation of agreed actions arising from client meetings.
- Liaising directly with back-office teams based in Dublin and third-party providers to ensure data amendments, payments and income for clients are scheduled and actioned per client’s request in a timely and efficient manner.
- Direct customer call back and contact regarding the verification of client requests.
- The ability to deal with legal professionals efficiently and in strict compliance when dealing with requests of deceased administration processes.
- The actioning and follow up of Letters of Authority within tight timeframes to ensure smooth customer transition to Davy.
- Maintain accurate client records across all DAVY systems and other provider systems.
- Continually seek ways of improving quality, service delivery and efficiencies in processes and procedures.
- Adherence to the Firms regulatory obligations and compliance processes and procedures.
Qualifications
- A minimum of 2 years’ experience working in the Financial Services sector;
- An excellent working knowledge of MS Office and a good telephone manner;
- A flexible attitude and a proven record as a strong team player;
- Strong client focus;
- Demonstrable knowledge and understanding of financial planning products, services and issues, in particular in the areas of investment, pensions and protection products and the tax implications of such products;
- Relevant knowledge of the UK regulatory framework;
- Very strong communication and presentation skills;
- Analytical and research skills;
- Effective time and caseload management capabilities.
What we offer you:
At Davy, our people are our biggest investment. In today's fast-moving world, we know it's important to feel secure and empowered. That's why Davy benefits support you through all of life's stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.
Health and Wellbeing
Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.
Reward and Recognition
We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.
Growth and Development
Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.
Positive Workplace
Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.
Values and Culture
Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values - One Team, Client Success, and Proud Legacy.
Equal Opportunities
Davy wishes to ensure equal opportunity is given to all job applicants. This company will not discriminate on the grounds of race, gender (including gender reassignment status), sexual orientation, religious belief, political opinion, marital status, age or disability.
Financial Services Administrator H226 in Belfast employer: Davy Group
Contact Detail:
Davy Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator H226 in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role at Davy or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Davy's values and culture, and think about how your experience aligns with their mission of client success and teamwork. Practise answering common interview questions and be ready to showcase your knowledge of financial planning products.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in making a lasting impression. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Davy team and contributing to their proud legacy.
We think you need these skills to ace Financial Services Administrator H226 in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight relevant experience and skills that match the job description, like your knowledge of financial planning products and client servicing.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working at Davy and how you embody their values of client success and teamwork. Keep it concise but impactful!
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear language and structure in your CV and cover letter, and don’t forget to proofread for any typos!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role there!
How to prepare for a job interview at Davy Group
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial planning products, services, and the UK regulatory framework. Being able to discuss these topics confidently will show that you're not just a candidate, but someone who understands the industry.
✨Showcase Your Client Focus
Davy values client success, so be prepared to share examples of how you've prioritised client needs in your previous roles. Think about specific situations where you went above and beyond to ensure a positive outcome for clients.
✨Demonstrate Team Spirit
As a strong team player, it's important to highlight your collaborative skills. Share experiences where you worked closely with colleagues to achieve a common goal, especially in a fast-paced environment like financial services.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be ready to discuss your understanding of compliance processes and how you've adhered to them in past positions. This will demonstrate your ability to handle sensitive information responsibly.