Siamo Recruitment are proud to be partnering with a well-established financial firm based in Swindon. The business is seeking an Administrator to join their growing team and play a key role in supporting their advisers and operations.
This is an excellent opportunity for someone currently working as a receptionist or an administrator who is looking to step up into a more involved assistant role.
It’s also perfect for individuals with an interest in the financial sector who are looking to grow their career in a supportive role within a professional environment.
About the Role:
As the Administrator, you will provide administrative and organisational support to the firm’s advisers. Your focus will be on ensuring efficient day-to-day operations and enabling the advisers to focus on delivering client-focused services.
What does our clients benefits scheme include?
Up to a 20% annual bonus scheme (performance based)
Professional investment plans for relevant courses, exams and industry training materials
25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
Annual salary reviews
Private medical insurance and life cover available
Recruitment referrals bonus
Hybrid working offering 2 days from home post probation
Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
Free on-site parking
This Administrator role will hold the below responsibilities:
Preparing and maintaining accurate client records and meeting documentation
Managing adviser calendars and scheduling client appointments
Responding to client emails and phone enquiries
Performing administrative duties including document filing, data input, and correspondence
Supporting with case submission processes and follow-ups
Managing internal CRM systems and keeping data up to date
Building strong professional relationships with clients and stakeholders
Assisting advisers with internal and external queries
The ideal candidate for this Administrator role will hold the below experience, skills and qualifications:
Previous administrative experience is essential
Previous experience dealing with customer via the phone, email and face to face
Previous experience within financial services is advantageous (banking, investment, insurance or wealth management)
Microsoft Office proficient with exposure using CRM’s and Zoom
Excellent communication skills with the ability to converse with all levels
Attentive with an eye for detail
Full UK Driving License and Own Vehicle
