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For Companies At a Glance
- Tasks: Support financial planning services by preparing client review packs and maintaining records.
- Company: Join a reputable financial planning firm in Belfast, known for exceptional client relationships.
- Benefits: Enjoy a competitive salary, 5 weeks annual leave, and a collaborative team environment.
- Why this job: Be part of a close-knit team focused on quality, integrity, and client care.
- Qualifications: 3 years in IFA administration, strong analytical skills, and excellent communication abilities.
- Other info: Direct mentorship from the Managing Director and modern office in the city centre.
The predicted salary is between 24000 - 36000 £ per year.
Honeycomb is delighted to be partnering with a highly respected financial services firm to recruit for a Financial Services Administrator. This is an excellent opportunity for a professional who enjoys delivering exceptional client service and thrives in a structured, detail-oriented environment.
The Client
Our client is a well-established and highly reputable financial planning firm based in Belfast city centre. With a strong track record of delivering tailored financial advice, they pride themselves on building long-term relationships with clients through a personal and proactive service. This is an excellent opportunity to join a close-knit team where quality, integrity, and client care are at the heart of everything they do.
The Role
Working directly with the Managing Director, the Financial Services Administrator will play a vital role in supporting the delivery of high-quality financial planning services. Key responsibilities include:
- Preparing comprehensive client review packs in advance of meetings, ensuring all documentation is accurate and complete.
- Maintaining and updating client records across back-office systems, platforms, and planning tools.
- Acting as a professional and friendly point of contact for client enquiries, delivering excellent service.
- Supporting the annual review process by coordinating meeting schedules, documentation, and follow-up actions.
- Ensuring all client files are fully compliant, including up to date risk profiles, data gathering, and supporting documents.
- Assisting with general administrative tasks such as managing correspondence, handling calls.
Desirable Criteria
The ideal candidate may bring some or all of the following experience and attributes:
- 3 years' experience working in an IFA administration role
- Proven ability to prepare detailed report packs to support financial advisers in client annual reviews
- Experience using financial planning software, particularly XPLAN
- Strong analytical skills with the ability to interpret financial data and support informed decision making
- Excellent verbal and written communication skills, with a natural ability to build rapport with clients
- A proactive, solution focused mindset and a strong commitment to delivering exceptional client service
The Package
In return for your skills and dedication, the successful candidate will receive:
- A competitive salary of £28,000 - £30,000, depending on experience
- 5 weeks paid annual leave, plus all bank holidays
- Company pension contribution
- Direct mentorship and support from the Managing Director
- A collaborative, professional team environment
- Modern office space in a prime city centre location
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs Ireland.
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 employer: Honeycomb Jobs
Contact Detail:
Honeycomb Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the financial planning software mentioned in the job description, particularly XPLAN. Having hands-on experience or even completing a short course can give you an edge and show your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in administration roles. Attend local finance events or join online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Prepare to discuss your experience in client service during interviews. Think of specific examples where you've gone above and beyond for clients, as this aligns perfectly with the company's values of quality and integrity.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their approach to financial planning and client relationships, so you can demonstrate how your skills and values align with theirs during your conversation.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise any roles where you prepared client review packs, maintained records, or provided exceptional client service.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with financial planning software like XPLAN and your commitment to delivering high-quality client service.
Highlight Key Skills: In your application, focus on key skills mentioned in the job description, such as analytical skills, attention to detail, and excellent communication abilities. Provide specific examples of how you've demonstrated 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 your attention to detail, which is crucial for this role.
How to prepare for a job interview at Honeycomb Jobs
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services and the specific products your potential employer offers. Being able to discuss their services intelligently will show your genuine interest in the role.
✨Demonstrate Attention to Detail
As a Financial Services Administrator, attention to detail is crucial. Prepare for the interview by reviewing your CV and any documents you submit, ensuring there are no errors. You might even want to bring examples of your work that showcase your meticulousness.
✨Prepare Client Scenarios
Think of scenarios where you've successfully handled client inquiries or resolved issues. Be ready to share these experiences during the interview to demonstrate your client service skills and proactive mindset.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your enthusiasm but also helps you determine if the company is the right fit for you.
