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- Tasks: Support Financial Advisors with admin tasks and client relationship management.
- Company: Join a leading Wealth Management firm established in Belfast since 2007.
- Benefits: Enjoy hybrid working, competitive salary, pension, and flexible benefits.
- Why this job: Be part of a high-performing team making a real impact in financial planning.
- Qualifications: 2 years' experience in Financial Services and strong MS Office skills required.
- Other info: Opportunities for growth and a commitment to equality in the workplace.
The predicted salary is between 28000 - 30000 £ per year.
Honeycomb is delighted to partner with a well known nationwide Wealth Management firm to recruit for a Financial Services Administrator to join their high performing team based in Belfast. The role is full time and permanent, offering hybrid working after probation.
The Client
Our client provides a comprehensive range of financial planning and investment management services to clients in Northern Ireland. Established in Belfast in 2007 our client manages assets for clients in Northern Ireland through a team of dedicated and experienced financial planning advisers and investment professionals.
The Role
The Financial Services Administrator will support the Financial Advisors with a range of administrative support. Typical duties will include:
- Provide administration and client relationship support to the Wealth Management & Financial Advisory Team
- Compile pre-meeting information from internal and external sources
- Completing, checking and submitting client reports and take on documentation
- Process new business and client instructions in a timely manner
- Liaise with Advisers and management to ensure effective and compliant delivery of allocated duties
- Compile and maintain records to support research undertaken and solutions provided, and update client records as required
- Ensure timely delivery of key features, illustrations and other mandatory documentation within agreed timescales
- Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings and to service existing clients;
- Prepare timely, accurate information and documentation to ensure client reviews and valuations are delivered in line with agreed service schedules
- Support the ongoing client relationship in conjunction with the Adviser and administration staff
- General administrative duties within the Wealth Management and Financial Advisory businesses.
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
Requirements
- A minimum of 2 years\’ experience working in the Financial Services sector
- An excellent working knowledge of MS Office and a good telephone manner
- A flexible attitude and a proven record as a strong team player
- Strong client focus
Package
- Salary of £28 – £30k depending on experience
- Pension
- Competitive holidays
- Discretionary bonus
- Flexible benefit allowance
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.
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: 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
✨Tip Number 1
Familiarise yourself with the specific financial services offered by the company. Understanding their wealth management and investment strategies will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in wealth management. Attend industry events or join relevant online forums to build connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with MS Office and how it relates to administrative tasks in financial services. Be ready to provide examples of how you've used these skills to support a team effectively.
✨Tip Number 4
Demonstrate your client focus by preparing examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate clearly and maintain professionalism under pressure.
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 the Financial Services sector. Emphasise your administrative skills and any specific achievements that relate to supporting financial advisors.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your client-focused approach and how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, specifically mention your proficiency in MS Office and any other tools or software relevant to the role. Provide examples of how you've used these skills in past positions.
Showcase Teamwork and Flexibility: Demonstrate your ability to work as part of a team and your flexible attitude. Include examples from your previous roles where you successfully collaborated with others or adapted to changing circumstances.
How to prepare for a job interview at MCS Group | Your Specialist Recruitment Consultancy
✨Know Your Financial Services
Make sure you brush up on your knowledge of the financial services sector. Understand the key products and services offered by wealth management firms, as well as current trends in the industry. This will help you demonstrate your expertise and show that you're genuinely interested in the role.
✨Showcase Your Administrative Skills
Since the role involves a lot of administrative support, be prepared to discuss your previous experience in this area. Highlight specific examples where you've successfully managed client relationships, compiled reports, or processed documentation efficiently. This will illustrate your capability to handle the responsibilities of the position.
✨Demonstrate Teamwork
The job requires a strong team player, so be ready to share examples of how you've collaborated with others in past roles. Discuss any experiences where you worked closely with financial advisors or other team members to achieve common goals, as this will show your ability to fit into their high-performing team.
✨Prepare Questions for the Interviewers
Having thoughtful questions prepared can set you apart from other candidates. Ask about the company's approach to client relationships, the tools they use for administration, or how they support their employees' professional development. This shows your enthusiasm for the role and helps you assess if the company is the right fit for you.
