At a Glance
- Tasks: Support financial planning by preparing reports and liaising with clients and providers.
- Company: Join Newbridge Financial Planning, a leading firm in Northern Ireland.
- Benefits: Enjoy 20 days leave, private medical cover, and a competitive salary.
- Other info: Dynamic team environment with a commitment to your professional development.
- Why this job: Kickstart your career in finance with training and growth opportunities.
- Qualifications: Reliability, analytical skills, and proficiency in Microsoft Office are essential.
The predicted salary is between 21500 - 30000 £ per year.
Experienced FSA Requirements:
Essential - minimum of two years’ experience, working for an IFA (specifically, pensions and investments) in a financial services administrative role, carrying out the duties outlined in the job description below
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 OR Trainee Opportunity in Belfast employer: Newbridge Financial Planning Ltd
Newbridge Financial Planning Ltd is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. With a commitment to training and a market-leading pension scheme, employees enjoy a rewarding career in the financial services sector, all while working in the vibrant locations of Belfast and Ballymena. The company fosters a collaborative environment where reliability and teamwork are valued, making it an ideal place for those seeking meaningful employment in finance.
Contact Details:
Newbridge Financial Planning Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Services Administrator OR Trainee Opportunity in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching Newbridge Financial Planning Ltd thoroughly. Understand their services and values so you can show how you fit into their team. We want to see your enthusiasm and knowledge shine through!
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you articulate your skills and experiences confidently, which is key when you're aiming for that Financial Services Administrator role.
✨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 the initiative to engage directly with us.
We think you need these skills to ace Experienced Financial Services Administrator OR Trainee Opportunity in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the job description. Highlight your analytical skills and any relevant experience in financial services to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about a career as a Financial Services Administrator and how you can contribute to our team at Newbridge Financial Planning.
Showcase Your Attention to Detail:Since accuracy is key in this role, make sure your application is free from typos and errors. A well-organised application shows us you’re detail-oriented and ready for the job!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Newbridge Financial Planning Ltd
✨Know Your Financial Stuff
Brush up on your knowledge of pensions, investments, and financial planning. Be ready to discuss how you can contribute to the team by preparing suitability reports and client review reports. Showing that you understand the industry will impress the interviewers.
✨Showcase Your Organisational Skills
Since the role requires a high level of organisation, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight your attention to detail and accuracy, especially when it comes to preparing documentation and liaising with policy providers.
✨Familiarise Yourself with Compliance Procedures
Understanding compliance and data protection is crucial in this role. Make sure you can explain why these procedures are important and how you would ensure adherence in your daily tasks. This shows that you take the responsibilities seriously and are ready to follow established processes.
✨Demonstrate Team Spirit
This position requires working closely with a team, so be prepared to discuss how you’ve collaborated with others in the past. Share specific examples of how you contributed to team success and how you can support your colleagues in achieving their goals.
