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For Companies At a Glance
- Tasks: Support Financial Planners and manage client documentation in a dynamic environment.
- Company: Join a respected national wealth and investment management firm in Belfast.
- Benefits: Enjoy private medical insurance, generous holidays, and full study support for qualifications.
- Why this job: Be part of a collaborative team that values growth and offers clear career progression.
- Qualifications: 2+ years in financial services administration; degree preferred but not essential.
- Other info: Hybrid working available; apply now to kickstart your career!
The predicted salary is between 28800 - 43200 £ per year.
A highly respected and growing National wealth and investment management firm in Belfast is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm that operates with the best resources and a high level clientele.
About the Role:
As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.
Key Responsibilities:
- Provide administrative support to Financial Planners
- Maintain accurate client records and update internal systems
- Liaise with clients and third-party providers to gather and process information
- Prepare valuations, meeting packs, and documentation
- Assist with new business onboarding, including AML and account setup
- Promote and support use of digital tools with clients
- Identify and report any risks or breaches in line with company policy
About You:
- 2+ years’ experience in a financial services administrative role
- Excellent organisational and communication skills
- Client-focused and detail-oriented
- Comfortable managing multiple tasks and meeting deadlines
- Proficient in Microsoft Office and back-office systems
- Degree educated preferred, but not essential
- Keen to pursue further qualifications – full study support provided toward the Diploma in Financial Planning
Benefits Include:
- Private Medical Insurance
- Group Life Assurance (4x salary)
- Group Income Protection
- Pension scheme with employer contributions
- Generous holiday allowance with option to purchase additional days
- Fully funded professional development, including exams, memberships, and study materials
- Cycle to Work Scheme & Season Ticket Loan
- Health Cash Plan, Gym Discounts, Will Writing, and more
- Annual discretionary bonus
This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you’re ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch to find out more.
Financial Planning Administrator employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial planning process and the specific services offered by the firm. Understanding their approach will help you demonstrate your knowledge during any discussions or interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in administrative roles. Attend local events or join online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel and PowerPoint, as these are crucial for preparing documentation and presentations. Consider taking a short course if you feel you need a refresher.
✨Tip Number 4
Prepare thoughtful questions about the role and the company to ask during your interview. This shows your genuine interest in the position and helps you assess if the firm aligns with your career goals.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning administration. Emphasise your organisational skills, attention to detail, and any specific software proficiency that aligns with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your client-focused approach. Mention how your previous experience has prepared you for this role and why you want to work for this particular firm.
Highlight Relevant Skills: In your application, clearly outline your skills that match the job requirements, such as managing client documentation, liaising with third-party providers, and preparing meeting packs. Use specific examples to demonstrate these skills.
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 in a financial planning role.
How to prepare for a job interview at mbf
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning principles and practices. Be prepared to discuss how you have applied these in your previous roles, as this will demonstrate your expertise and readiness for the position.
✨Showcase Your Organisational Skills
As a Financial Planning Administrator, organisation is key. Prepare examples of how you've managed multiple tasks or projects simultaneously, and be ready to explain your methods for staying organised and meeting deadlines.
✨Familiarise Yourself with Digital Tools
Since the role involves promoting digital tools, make sure you are familiar with any relevant software or platforms used in financial services. Highlight your proficiency in Microsoft Office and any back-office systems you’ve worked with.
✨Prepare Questions for the Interviewers
Demonstrate your interest in the firm by preparing thoughtful questions about their processes, team dynamics, and opportunities for professional development. This shows that you are engaged and serious about the role.
