At a Glance
- Tasks: Support Financial Advisors with admin tasks and client relationship management.
- Company: Join a leading Wealth Management firm in Belfast with a supportive team.
- Benefits: Competitive salary, pension, flexible holidays, and a discretionary bonus.
- Other info: Opportunity for career growth in a dynamic and inclusive workplace.
- Why this job: Gain valuable experience in financial services while working in a hybrid environment.
- Qualifications: 2 years' experience in Financial Services and strong MS Office skills.
The predicted salary is between 25000 - 30000 € per year.
Honeycomb is delighted to partner with a well known nationwide Wealth Management firm to recruit for a Financial Services Administrator to join their high performing team based in Belfast. The role is full time and permanent, offering hybrid working after probation.
The Client
Our client provides a comprehensive range of financial planning and investment management services to clients in Northern Ireland, through a team of dedicated and experienced financial planning advisers and investment professionals.
The Role
The Financial Services Administrator will support the Financial Advisors with a range of administrative support. Typical duties will include:
- Provide administration and client relationship support to the Wealth Management & Financial Advisory Team
- Compile pre-meeting information from internal and external sources
- Completing, checking and submitting client reports and take on documentation
- Process new business and client instructions in a timely manner
- Liaise with Advisers and management to ensure effective and compliant delivery of allocated duties
- Compile and maintain records to support research undertaken and solutions provided, and update client records as required
- Ensure timely delivery of key features, illustrations and other mandatory documentation within agreed timescales
- Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings and to service existing clients
- Prepare timely, accurate information and documentation to ensure client reviews and valuations are delivered in line with agreed service schedules
- Support the ongoing client relationship in conjunction with the Adviser and administration staff
- General administrative duties within the Wealth Management and Financial Advisory businesses
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
Requirements
- 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
Package
- Salary depending on experience
- Pension
- Competitive holidays
- Discretionary bonus
- Flexible benefit allowance
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Sam Evans, Honeycomb Jobs. If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all.
Financial Services Administrator JBLE1_NI in Belfast employer: Honeycomb Jobs Limited
Honeycomb is an exceptional employer, offering a dynamic work environment in the heart of Belfast, where you can thrive as a Financial Services Administrator. With a strong focus on employee growth and development, the company provides comprehensive training and hybrid working options post-probation, ensuring a healthy work-life balance. Enjoy competitive benefits, including a discretionary bonus and flexible allowances, while being part of a dedicated team that values collaboration and client satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator JBLE1_NI 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 that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Make sure you can articulate how your experience aligns with their mission, especially in wealth management and client relations. This will show you’re genuinely interested!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on common questions related to financial services administration and be ready to showcase your skills.
✨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 Financial Services Administrator JBLE1_NI in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience in financial services and any administrative skills that match what we're looking for. This shows us you’re serious about the position!
Showcase Your Skills:Don’t forget to showcase your MS Office skills and any client relationship experience. We want to see how you can support our Financial Advisors effectively, so give us examples of how you've done this in the past.
Be Clear and Concise:When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate straightforward communication, especially in a role that involves a lot of documentation!
Apply Through Our Website:Finally, make sure to apply through our website! It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Honeycomb Jobs Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services and investment management. Familiarise yourself with common terms and processes, as well as the specific services offered by the company. This will show that you're genuinely interested and ready to contribute.
✨Showcase Your Admin Skills
Since the role involves a lot of administrative support, be prepared to discuss your experience with MS Office and any relevant software. Bring examples of how you've efficiently managed tasks in previous roles, especially in a team setting.
✨Demonstrate Team Spirit
Highlight your ability to work collaboratively. Share stories about how you've successfully supported colleagues or contributed to team projects. This is crucial for a role that requires liaising with advisers and management.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the company's approach to client relationships or how they ensure compliance within their processes. It shows you're engaged and thinking critically about the role.
