At a Glance
- Tasks: Support Financial Advisors with admin tasks and client interactions in a friendly office.
- Company: Reputable Wealth Management firm known for personal and professional client service.
- Benefits: Competitive salary, supportive environment, and career development opportunities.
- Other info: Full-time role with a Monday to Friday schedule in a collaborative office.
- Why this job: Kickstart your career in financial services while working closely with experienced professionals.
- Qualifications: Strong communication skills and a positive attitude; admin experience is a plus.
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 Administrator and Customer Service in Belfast employer: Honeycomb Jobs Limited
Join a well-established, independently owned Wealth Management firm that values personal relationships and professional service. With a supportive and collaborative office culture, this role offers excellent opportunities for career growth in financial services, allowing you to work closely with experienced Financial Advisors in a friendly environment. Enjoy a competitive salary and the chance to develop your skills while contributing to a warm and welcoming atmosphere for clients and colleagues alike.
StudySmarter Expert Advice🤫
We think this is how you could land Business Administrator and Customer Service in Belfast
✨Tip Number 1
Network like a pro! Reach out to friends, family, or even former colleagues who might have connections in the financial services sector. A warm introduction can make all the difference when you're trying to land that Business Administrator role.
✨Tip Number 2
Prepare for those interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their supportive environment.
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, being able to convey information clearly and warmly is key. Try role-playing with a friend to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Business Administrator and Customer Service 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 not directly in financial services. We want to see how you can bring your unique background to our team!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to express why you're excited about this role and how you align with our client-focused approach. We love seeing genuine enthusiasm, so let your personality come through!
Show Off Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application showcases your communication skills. Keep it clear, concise, and professional. We appreciate a friendly tone that reflects how you’d interact with clients!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the easiest way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
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 Communication Skills
As a Business Administrator and Customer Service representative, strong communication is key. Practice articulating your thoughts clearly and confidently. You might even want to prepare examples of how you've successfully interacted with clients or colleagues in the past.
✨Demonstrate Your Organisational Skills
Since the role involves managing multiple tasks, be ready to discuss how you stay organised. Bring up any tools or methods you use to keep track of your work, like to-do lists or digital calendars. This will highlight your ability to handle the administrative side of the job.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, or growth opportunities within the firm. This shows that you're not just interested in the job, but also in how you can fit into their long-term vision.
