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- Tasks: Support financial advisors with client data, research, and documentation.
- Company: Join an independent financial planning company that values client goals and bespoke solutions.
- Benefits: Enjoy flexible working, early finishes on Fridays, and a supportive team environment.
- Why this job: Gain valuable experience in financial services while enhancing your skills through training and development.
- Qualifications: Experience in financial services administration is preferred; strong IT skills are essential.
- Other info: Receive 20 days of holiday plus additional closure days at Christmas and a 7% pension contribution.
The predicted salary is between 30000 - 42000 £ per year.
Honeycomb is delighted to partner with a Financial Planning company to recruit for a Financial Services Administrator to join their busy team based in Lurgan. The role is full time and permanent with a half day finish on a Friday. The Company Our client is a Financial Planning Firm who specialises in working with local business owners, helping them plan and take control of their personal finances so that they can enjoy the life that they want, both now and in the future. The firm is very purpose driven, both in it's work with clients and in it's giving back to the local community. Restricting the number of clients it works with, this forms is firmly focused on personal service, sound technical advice and clear steps a client needs to take to achieve their life goals. In joining this team, you need to have attention to detail, drive and be a curious learner.' The Role The Financial Services Administrator will work closely with the Financial Advisor to carry out a range of sales support duties. Typical duties will include: Client Support: Assist in the preparation and analysis of financial plans, including gathering client information and organising financial data. Research and Analysis: Conduct research on investment options, financial products, and market trends to support financial recommendations. Documentation: Help prepare and maintain accurate records of client meetings, recommendations, and financial plans. Compliance: Ensure that all financial planning activities comply with regulatory requirements and company policies. Learning and Development: Participate in training sessions and workshops to enhance your financial planning skills and industry knowledge. Administrative Support: Provide general administrative support to senior financial planners, including scheduling meetings and managing client communications. Essential Criteria Ideally, experience working as a Financial Services Administrator in a Financial Services Company. A strong Administrator with a passion to work in Financial Services Strong IT skills and good at identifying a way systems can be used to create efficiency's. Package Salary based on experience Craigavon/Lurgan area Early on a Friday and 4.30 finish Mon – Thurs 20 days holidays + stats + 3 extra closure days at Christmas 7% Pension Contribution Flexible working Supportive team Free parking Training and development Further study and exams if required To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise at Honeycomb on 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. Skills: Financial Services Administrator Brokerage Support Pension Administrator Client Services Administrator
Financial Services Administrator employer: Honeycomb Jobs Limited
Contact Detail:
Honeycomb Jobs Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarize yourself with the specific financial products and services that the company offers. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in similar roles. Engaging with them can provide insights into the job and may even lead to referrals.
✨Tip Number 3
Stay updated on current market trends and regulatory changes in the financial sector. Being knowledgeable about these topics can set you apart during discussions with potential employers.
✨Tip Number 4
Consider obtaining relevant certifications or attending workshops related to financial planning. This shows your commitment to professional development and enhances your qualifications for the role.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Financial Services Administrator position. Understand the key responsibilities and essential criteria, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience you have as a Financial Services Administrator or in a similar role. Be specific about your administrative skills and how they relate to financial services.
Showcase Your Skills: Make sure to highlight your strong IT skills and any experience you have with financial planning tools or software. Mention how you've used these skills to improve efficiency in past roles.
Personalize Your Application: Address your application to the hiring manager if possible, and express your enthusiasm for the role and the company. Mention why you are particularly interested in working with this independent financial planning company.
How to prepare for a job interview at Honeycomb Jobs Limited
✨Show Your Passion for Financial Services
Make sure to express your enthusiasm for the financial services industry. Talk about what drives you to work in this field and how you align with the company's values of helping clients achieve their life goals.
✨Demonstrate Your Administrative Skills
Be prepared to discuss your previous experience as a Financial Services Administrator. Highlight specific examples where you successfully managed client information, documentation, and compliance tasks to showcase your organizational skills.
✨Research the Company and Its Clients
Before the interview, take time to understand the company’s approach to financial planning and its client base. This will help you tailor your responses and show that you are genuinely interested in contributing to their mission.
✨Prepare Questions About Learning Opportunities
Since the role emphasizes learning and development, come prepared with questions about training sessions and opportunities for further study. This shows your commitment to professional growth and aligns with the company's supportive culture.
