At a Glance
- Tasks: Support financial planning by preparing reports and liaising with clients and providers.
- Company: Join Newbridge Financial Planning, a top-rated firm in Northern Ireland.
- Benefits: Enjoy 20 days annual leave, private medical cover, and a market-leading pension scheme.
- Other info: Dynamic team environment with commitment to your training and growth.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Two years' experience in financial services and strong analytical skills required.
The predicted salary is between 25000 - 35000 £ per year.
Requirements:
- Essential - minimum of two years’ experience, working for an IFA (specifically, pensions and investments) in a financial services administrative role.
Company Description:
Newbridge Financial Planning Ltd is an established financial planning firm based in Northern Ireland. We are top rated on VouchedFor (top 250 IFAs across UK) and have been recognised as such consistently for the past seven years, with the highest number of positive reviews in Northern Ireland. We specialise in Pensions and Investments, Protection, Cash Flow Planning, Retirement Planning and Estate Planning for personal and corporate clients. Our mission is to simplify and streamline our clients’ financial affairs, helping them understand and improve their financial position. We are dedicated to supporting our clients through each life stage, helping them achieve their financial goals leading up to and beyond retirement.
Job Description:
This is a full-time, on-site role. The successful applicant will be required to work at both our Belfast and Ballymena offices.
Main Duties:
- Financial administrator (pensions and investments) duties as follows:
- Prepare Suitability Reports (new business)
- Prepare client review reports (pre and post)
- Prepare new business, including application forms and online provider systems
- Chase ongoing cases/outstanding LOAs and TOAs
- Place new plans on risk
- Liaise with policy providers and their systems to obtain data/research
- Ensure Compliance Procedures are adhered to at all times
- Ensure Data Protection and Confidentiality policy is adhered to at all times
- Ensure all compulsory, industry testing is completed within specified timescales
- Provide general support to the team and undertake any other duties as requested
Administrative Duties:
- To provide administrative support to team as follows:
- Provide general support to the team as a whole
- Preparation of client meeting folders/documentation
- Any other general administrative duties as required
What's in it for you:
- 20 days annual leave plus statutory holidays
- Market leading pension scheme
- Private medical cover
- Income protection
- Off-road/on-site parking
- Salary of £25,000 – £35,000 (experience dependent)
- Our commitment to your training and growth, within the role of FSA
What You Bring:
- Reliability and long-term commitment to a career as an FSA; not a stepping stone
- Excellent analytical skills
- Competence in Microsoft Office Suite
- Understanding of data protection (full training provided)
- Ability to follow established processes and procedures/verbal direction
- Willingness to join an established team
Your Personal Skills:
- Organised, detailed and accurate with a high level of spelling and grammar
- Able to contribute as part of a team, as well as to work independently
- A high level of computer skills including MS Word, Excel, Outlook
Experienced Financial Services Administrator in Belfast employer: Newbridge Financial Planning Ltd
Newbridge Financial Planning Ltd is an exceptional employer, renowned for its commitment to employee growth and a supportive work culture. With a market-leading pension scheme, private medical cover, and a focus on training, we empower our team members to excel in their roles while enjoying a healthy work-life balance in the vibrant locations of Belfast and Ballymena.
Contact Details:
Newbridge Financial Planning Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Services Administrator in Belfast
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Newbridge Financial Planning Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Experienced Financial Services Administrator in Belfast
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Newbridge Financial Planning Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Newbridge Financial Planning Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Newbridge Financial Planning Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Newbridge Financial Planning Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Newbridge Financial Planning Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Newbridge Financial Planning Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
