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For Companies At a Glance
- Tasks: Be the friendly face of our financial services firm while supporting advisers with client cases.
- Company: Join a reputable financial advisory firm known for its client-first approach and supportive culture.
- Benefits: Enjoy 21 days holiday, career progression, and a dynamic work environment.
- Other info: Perfect for those looking to blend client interaction with financial administration.
- Why this job: Kickstart your career in financial services with real opportunities for growth and development.
- Qualifications: Experience in reception or customer service, strong organisation skills, and good IT knowledge.
The predicted salary is between 24000 - 30000 £ per year.
Honeycomb is delighted to be partnering with a well-established, highly reputable financial services firm in Newry to recruit a Receptionist & Financial Services Administrator. This is a brilliant opportunity for someone who enjoys a client-facing role but also wants exposure to financial services and administration - offering real long-term progression.
The Client
Our client is a long-standing, independent financial advisory firm with a strong reputation for delivering high-quality advice across pensions, investments, mortgages and protection. They pride themselves on their client-first approach and close-knit team culture, making this a fantastic environment for someone looking to build a career in financial services.
The Role
This is a dual role combining front-of-house reception duties with financial services administration support. You'll be the first point of contact for clients, while also supporting advisers with the processing and management of client cases.
- Meeting and greeting clients in a professional and friendly manner
- Managing calls and directing enquiries appropriately
- Booking appointments and managing diaries
- Supporting advisers with new business processing across pensions, investments and mortgages
- Preparing client documentation, valuations and reports
- Managing cases through to completion, liaising with providers and clients
- Maintaining accurate client records and ensuring compliance standards are met
The Person
We're keen to speak with candidates who:
- Have experience in a reception, administration or customer-facing role
- Are highly organised with strong attention to detail
- Have excellent communication skills and a professional manner
- Are confident dealing with clients both face-to-face and over the phone
- Have good IT skills across Microsoft Office
- Have a genuine interest in financial services (desirable but not essential)
The Package
21 days holiday +
Receptionist & Financial Services Administrator TLNT1_NI in Newry employer: Honeycomb Jobs Limited
Contact Detail:
Honeycomb Jobs Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Receptionist & Financial Services Administrator TLNT1_NI in Newry
✨Tip Number 1
Get to know the company before your interview! Research their values, culture, and recent news. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since this role is client-facing, being able to articulate your thoughts clearly and confidently is key. Try role-playing with a friend or family member to get comfortable.
✨Tip Number 3
Dress the part! First impressions matter, especially in a professional setting. Make sure you look polished and presentable when you walk into that interview.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way in showing your enthusiasm for the position. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Receptionist & Financial Services Administrator TLNT1_NI in Newry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight any previous roles in reception or administration, and don’t forget to mention your client-facing experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention why you’re interested in financial services and how your skills can contribute to their client-first approach.
Show Off Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application showcases your excellent communication skills. Keep it clear, concise, and professional – just like you would when speaking to clients!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets noticed and shows us you’re serious about joining our fantastic team!
How to prepare for a job interview at Honeycomb Jobs Limited
✨Know the Company Inside Out
Before your interview, take some time to research the financial services firm. Understand their values, services, and client approach. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Practice Your Client Interaction Skills
Since this role involves a lot of client-facing duties, practice how you would greet clients and handle inquiries. Role-playing with a friend can help you feel more confident and polished when it comes to making a great first impression.
✨Showcase Your Organisational Skills
Be prepared to discuss how you manage your time and stay organised, especially when juggling multiple tasks like booking appointments and managing diaries. Share specific examples from your past experiences that highlight your attention to detail and ability to prioritise.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, opportunities for progression, or how they measure success in this role. This shows that you’re not just interested in any job, but specifically in contributing to their team.