At a Glance
- Tasks: Support Financial Advisors with daily office tasks and client administration.
- Company: Reputable Wealth Management firm known for personal and professional service.
- Benefits: Competitive salary, supportive environment, and career development opportunities.
- Other info: Full-time role with a Monday to Friday schedule in a welcoming office.
- Why this job: Kickstart your career in financial services while working in a friendly team.
- Qualifications: Strong organisational skills and a positive attitude; experience is a plus but not essential.
The predicted salary is between 25000 - 32000 € per year.
The role is full time, permanent and fully office based.
The Client
Our client is a well-established independently owned Wealth Management firm with an excellent reputation for delivering a highly personal and professional service to their clients. Specialising in pensions, investments, inheritance tax planning and mortgages, they pride themselves on building long-term relationships and offering a warm, supportive and client-focused environment. This is an excellent opportunity for someone looking to build a long-term career within financial services and administration while working closely with experienced Financial Advisors in a friendly and collaborative office.
The Role
- Support the Advisors with the day-to-day running of the office and assist with a wide range of administrative and client support duties.
- Managing incoming and outgoing post.
- Scanning, filing and organising client documentation.
- Taking audio dictation and preparing typed documents and correspondence.
- Answering incoming telephone calls and assisting clients professionally and warmly.
- Supporting Advisors with administration relating to pensions, investments, inheritance tax planning and mortgages.
- Assisting with mortgage quotations and documentation preparation.
- Preparing client review packs, valuations and supporting documentation.
- Updating and maintaining accurate client records and files.
- Scheduling appointments and assisting with diary coordination.
- Providing general office and administrative support across the business.
- Supporting a professional and welcoming office environment for clients and visitors.
Criteria
- Previous administration experience is desirable but not essential.
- Strong typing and organisational skills.
- Confident communication skills, both written and verbal.
- Friendly, approachable and professional manner with clients and colleagues.
- Comfortable handling telephone calls and client interaction.
- Good attention to detail and ability to manage multiple tasks.
- Strong IT skills and willingness to learn new systems.
- A positive attitude and willingness to support the wider team.
Package
- Competitive salary dependent on experience.
- Full time permanent position.
- Monday to Friday, 9am - 5pm.
- One hour lunch break daily.
- Supportive and friendly office environment.
- Opportunity to develop a long-term career within Wealth Management and Financial Services.
How to Apply
To apply for this role, please submit your CV via the application form provided.
Disclaimer
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.
Business Admin, Management in Belfast employer: Honeycomb Jobs Limited
Our client is an excellent employer, offering a supportive and collaborative work environment that fosters long-term career growth within the Wealth Management sector. With a focus on personal development and a friendly office culture, employees are encouraged to build meaningful relationships while gaining valuable experience alongside seasoned Financial Advisors. The firm’s commitment to client satisfaction and professional service makes it an ideal place for those seeking a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Business Admin, Management in Belfast
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. We recommend practising common interview questions and even role-playing with a friend. The more prepared you are, the more confident you'll feel when it’s time to shine!
✨Tip Number 3
Follow up after your interviews! A simple thank-you email can go a long way in showing your enthusiasm for the role. We suggest mentioning something specific from the interview to remind them of your great conversation.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy and straightforward!
We think you need these skills to ace Business Admin, Management in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight any relevant admin experience, even if it’s from a different field, and don’t forget to showcase your strong communication skills!
Craft a Personal Cover Letter:Use your cover letter to tell us why you’re excited about this role and how you can contribute to our friendly office environment. A personal touch goes a long way in making your application stand out!
Show Off Your IT Skills:Since we’re looking for someone with strong IT skills, mention any software or systems you’re familiar with. If you’re willing to learn new systems, let us know – we love a positive attitude!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the easiest way for us to receive your CV and cover letter, and we can’t wait to see what you bring to the table.
How to prepare for a job interview at Honeycomb Jobs Limited
✨Know the Company Inside Out
Before your interview, take some time to research the wealth management firm. Understand their services, values, and what sets them apart in the industry. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Showcase Your Organisational Skills
As a Junior Administrator, you'll need strong organisational skills. Prepare examples from your past experiences where you've successfully managed multiple tasks or maintained accurate records. This will demonstrate your ability to handle the responsibilities of the role.
✨Practice Your Communication Skills
Since the role involves client interaction, practice your verbal and written communication skills. You might want to rehearse common interview questions with a friend or family member, focusing on being friendly and professional in your responses.
✨Prepare Questions for Them
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful questions about the company culture, team dynamics, or opportunities for growth within the firm. This shows that you're not just interested in the job, but also in how you can contribute to their success.
