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- Tasks: Support financial advisers with admin tasks and ensure smooth client onboarding.
- Company: Established Wealth Management firm in East Belfast with a supportive culture.
- Benefits: Competitive salary, hybrid working, private medical, and pension plan.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Two years in Financial Services and strong communication skills required.
- Other info: Great opportunity for career growth in a thriving environment.
The predicted salary is between 36000 - 60000 £ per year.
Honeycomb is supporting a Wealth Management company based in East Belfast to recruit for a Financial Services Administrator. The role is full time and permanent.
Our client is an established Wealth Management company based in East Belfast. They deliver a range of financial advice and products to their clients and are known for going the extra mile. They have an excellent work culture and have a team of long-standing knowledgeable staff members.
The Financial Services Administrator will provide essential administrative and technical support to financial advisers and paraplanners, ensuring efficient service to clients and compliance with regulatory requirements. The role acts as a crucial liaison between clients, advisers, and third-party product providers.
- Client Onboarding and Documentation: Assist with the new client onboarding process, which includes sending initial documents, gathering Know Your Customer (KYC) information, and obtaining Anti-Money Laundering (AML) documentation.
- Case and File Management: Create, manage, and maintain accurate client records and files within back-office systems, ensuring all data entries and communications are recorded correctly and are compliant.
- Adviser Support: Prepare meeting packs, financial reports, annual review packs, and suitability reports for advisers' client meetings.
- Processing New Business: Prepare and submit applications for pensions and investment products, track the progress of cases with providers, and ensure all transactions (e.g., fund switches, withdrawal requests) are executed accurately.
- Client and Provider Liaison: Act as a primary point of contact for clients and providers, responding to queries, providing updates, and resolving issues promptly.
- Compliance: Ensure all tasks are completed in line with company policies and procedures, adhering to the Financial Conduct Authority (FCA) regulations to maintain a full and effective audit trail.
- General Administration: Manage diaries, coordinate meetings, handle correspondence, raise invoices, and provide general support to the wider team.
Desired Criteria: At least two years experience working in Financial Services or Banking. Excellent written and oral skills. GCSE Maths and English Grade A-C or equivalent.
Package: Salary is depending on skills and experience. Pension, Private medical, Income protection, Life Cover, Hybrid Working, Onsite Car parking.
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.
Please note, we are receiving an exceptionally high number of applications and will be unable to shortlist candidates who are not meeting the specific requirements for this role. Due to the high volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.
Financial Services Administrator in Belfast employer: MCS Group | Your Specialist Recruitment Consultancy
Contact Detail:
MCS Group | Your Specialist Recruitment Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Financial Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and regulatory requirements. Since this role involves liaising with clients and providers, being able to discuss these topics confidently will set you apart from the competition.
✨Tip Number 3
Showcase your organisational skills! In your conversations, highlight your experience with case and file management, as well as your ability to handle multiple tasks efficiently. This is key for a Financial Services Administrator, so make sure we know you’ve got it covered.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Financial Services Administrator in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience in financial services and any specific skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. We love seeing enthusiasm and a personal touch, so let your personality come through!
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents are polished and professional, as it reflects the quality of work we expect.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It streamlines the process for us and ensures your application gets to the right place. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at MCS Group | Your Specialist Recruitment Consultancy
✨Know Your Stuff
Make sure you brush up on financial services terminology and the specific products your potential employer offers. Understanding KYC and AML processes will show that you're serious about the role and can hit the ground running.
✨Showcase Your Experience
Prepare examples from your past roles that highlight your administrative skills and experience in financial services. Be ready to discuss how you've managed client records or supported advisers in previous positions.
✨Ask Smart Questions
Come prepared with questions that demonstrate your interest in the company and the role. Inquire about their approach to compliance or how they support their advisers, which shows you're thinking about how you can contribute.
✨Be Personable
Since this role involves liaising with clients and providers, it's important to convey your communication skills. Practice being friendly and professional, as building rapport is key in financial services.
