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 and a welcoming team.
- Why this job: Kickstart your career in finance while working in a friendly, collaborative office.
- 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 Administrator - Finance 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 work culture, this role offers excellent opportunities for career growth within financial services, allowing you to work closely with experienced Financial Advisors in a friendly office environment. Enjoy a competitive salary and the chance to develop your skills while contributing to a warm and welcoming atmosphere for clients.
StudySmarter Expert Advice🤫
We think this is how you could land Business Administrator - Finance in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about letting people know you’re on the hunt for a Business Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this role is all about client relationships, think of examples from your past experiences where you’ve demonstrated strong communication and organisational skills. Show them you’re the perfect fit!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help you articulate your thoughts clearly and confidently when it’s your turn to shine in front of the hiring team.
✨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 engage directly with us. Let’s get you that Business Administrator role!
We think you need these skills to ace Business Administrator - Finance 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 finance, and show us how you can bring value to our team.
Craft a Personal Cover Letter:Don’t just send a generic cover letter! Use this opportunity to tell us why you’re excited about the role and how your background aligns with our values. A personal touch goes a long way!
Show Off Your Communication Skills:Since the role involves client interaction, make sure your written application showcases your communication skills. Keep it clear, professional, and friendly – we want to see your personality shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Honeycomb Jobs Limited
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the specific services the firm offers, like pensions and mortgages. This will show that you're genuinely interested in the role and can engage in meaningful conversations with the interviewers.
✨Showcase Your Skills
Highlight your organisational and communication skills during the interview. Be ready to share examples from your past experiences where you've successfully managed multiple tasks or provided excellent client support. This will demonstrate your ability to thrive in a busy office environment.
✨Be Personable
Since the firm prides itself on building long-term relationships, it's crucial to come across as friendly and approachable. Practice your warm greetings and maintain a positive attitude throughout the interview. Remember, they’re looking for someone who fits into their supportive culture.
✨Ask Smart Questions
Prepare thoughtful questions about the role and the company culture. Inquire about how the team collaborates or what a typical day looks like for a Junior Administrator. This not only shows your interest but also helps you gauge if the environment is right for you.
