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- Tasks: Support financial advisers by processing applications and preparing reports in a dynamic environment.
- Company: Boutique financial firm with a friendly and supportive culture.
- Benefits: Annual leave, onsite parking, pension contributions, and a collaborative atmosphere.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: 2-3 years experience in a financial advisory firm and CRM proficiency.
- Other info: Great opportunity for growth in a thriving financial practice.
The predicted salary is between 24000 - 36000 £ per year.
A boutique financial firm is seeking a hybrid Financial Administrator/Trainee Paraplanner in Belfast to support advisers in a busy financial planning practice. The role requires processing new business applications, maintaining client records, and preparing suitability reports.
Candidates should have 2-3 years of experience in a financial advisory firm and be proficient in CRM systems.
The firm offers a friendly environment with benefits including annual leave, onsite parking, and a pension contribution.
Hybrid Financial Admin & Trainee Paraplanner – Growth in Belfast employer: Honeycomb
Contact Detail:
Honeycomb Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Financial Admin & Trainee Paraplanner – Growth in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a role. You never know who might have the inside scoop on opportunities at firms like the one you're eyeing.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of CRM systems and financial planning processes. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether it's at a networking event or an interview, be ready to discuss specific examples of how you've processed applications or maintained client records in your previous roles.
✨Tip Number 4
Don't forget to apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Hybrid Financial Admin & Trainee Paraplanner – Growth in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advisory roles. We want to see how your 2-3 years of experience aligns with the responsibilities of processing applications and maintaining client records.
Showcase Your Skills: Don’t forget to mention your proficiency in CRM systems! We’re looking for someone who can hit the ground running, so let us know how you've used these tools in your previous roles.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this hybrid role and how you can contribute to our friendly team. We love seeing genuine enthusiasm!
Apply Through Our Website: We encourage you to apply directly 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 from us!
How to prepare for a job interview at Honeycomb
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around processing new business applications and preparing suitability reports. Familiarise yourself with common terms and practices in the financial advisory sector, as this will show your potential employer that you're serious about the role.
✨Show Off Your CRM Skills
Since proficiency in CRM systems is a must, be ready to discuss your experience with them. Bring examples of how you've used CRM software in previous roles to streamline processes or improve client relationships. This will demonstrate your capability and readiness for the job.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about the firm's approach to client management or how they support their staff's professional growth. Asking questions shows your interest in the role and helps you gauge if the company is the right fit for you.
✨Be Yourself
The firm prides itself on a friendly environment, so don’t be afraid to let your personality shine through. Be genuine in your responses and share your passion for financial planning. This will help you connect with the interviewers and leave a lasting impression.
