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For Companies At a Glance
- Tasks: Support senior team with client financial plans and administrative duties.
- Company: Join a dynamic Financial Services firm in the heart of Belfast.
- Benefits: Enjoy a full-time, permanent role with potential for growth and development.
- Why this job: Be part of a supportive team making a real impact in clients' financial journeys.
- Qualifications: Experience in financial services is preferred; strong IT skills are essential.
- Other info: Honeycomb values diversity and is committed to equality in the recruitment process.
The predicted salary is between 28800 - 48000 £ per year.
Honeycomb is delighted to partner with a Financial Services company to recruit for a Financial Services Administrator to join their busy team based in Belfast. The role is full time and permanent.
The Company
Our client is a Financial Services Firm, based in Belfast City Centre.
The Role
The Financial Services Administrator will work closely with the Senior Team to carry out a range of 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.
- 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 efficiencies.
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Lauren at Honeycomb. 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 (Belfast) 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 (Belfast)
✨Tip Number 1
Familiarise yourself with the latest financial products and market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role and the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those working in administrative roles. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Brush up on your IT skills, particularly in software commonly used in financial services. Being proficient in tools like Excel or CRM systems can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare for common interview questions related to compliance and client support. Think of specific examples from your past experiences that highlight your ability to handle these responsibilities effectively.
We think you need these skills to ace Financial Services Administrator (Belfast)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise any specific roles or tasks that align with the job description, such as client support and compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your administrative skills. Mention how your background makes you a great fit for the role and express your enthusiasm for working with the company.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as IT proficiency and the ability to conduct research and analysis. Provide examples of how you've used these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in financial services.
How to prepare for a job interview at Honeycomb Jobs Limited
✨Know Your Financial Services Basics
Brush up on your knowledge of financial products, market trends, and compliance regulations. Being able to discuss these topics confidently will show that you're well-prepared and genuinely interested in the role.
✨Demonstrate Your Administrative Skills
Prepare examples of how you've successfully managed administrative tasks in previous roles. Highlight your organisational skills and any experience you have with scheduling, documentation, and client communications.
✨Showcase Your IT Proficiency
Since strong IT skills are essential for this role, be ready to discuss the software and tools you are familiar with. If you have experience using specific financial software or systems, mention how they helped improve efficiency in your past roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and the team you'll be working with. This not only shows your interest but also helps you determine if the company culture aligns with your values and work style.
