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 collaborative office.
- Why this job: Kickstart your career in financial services while working in a friendly team.
- Qualifications: Strong communication skills and a positive attitude; 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 - Permanent 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 friendly office culture, this role offers excellent opportunities for career growth within financial services, allowing you to work closely with experienced Financial Advisors in a collaborative environment. Enjoy a competitive salary and the chance to develop your skills while contributing to a client-focused team.
StudySmarter Expert Advice🤫
We think this is how you could land Business Administrator - Permanent 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 a lead or be able to refer you to someone at a firm like our client's.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and think about how your skills can contribute to their supportive environment. This will help you stand out as a candidate who truly gets what they're about.
✨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 or family member to get comfortable with common interview questions.
✨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 a fantastic team in a friendly office environment.
We think you need these skills to ace Business Administrator - Permanent 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 value 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 your background aligns with our client-focused environment. Let us know what makes you a great fit for the team!
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 professional yet friendly, just like we do at StudySmarter!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
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, especially pensions and investments. Familiarise yourself with common terminology and processes so you can engage in meaningful conversations with the interviewers.
✨Show Off Your Organisational Skills
Since the role involves a lot of administrative tasks, be prepared to discuss your organisational strategies. Bring examples of how you've managed multiple tasks or projects in the past, and highlight any tools or systems you’ve used to stay organised.
✨Practice Your Communication
As you'll be interacting with clients and colleagues, practice your verbal and written communication skills. Consider doing mock interviews with friends or family, focusing on being friendly and professional, just like the environment they promote.
✨Ask Thoughtful Questions
At the end of the interview, have a few questions ready that show your interest in the company and the role. Ask about their approach to client relationships or how they support their staff's career development. This shows you're serious about building a long-term career with them.
