We here at Siamo Recruitment are proud to working with one of South West’s leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a IT & MI Coordinator.
Our client has been established since the early 2000‘s and leads the way with their passion for providing an excellent experience.
As the IT & MI Coordinator/Anaylst you will be the backbone of our clients daily data and internal support functions.
You will have a hybrid split of responsibilities: handling regular business reporting through Salesforce and acting as our first-line internal tech contact, liaising directly with our external, third-party IT hardware management partner.
Our client is looking for a tech-savvy problem solver who is highly organised, analytical, and comfortable navigating software platforms.
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
Recruitment referrals bonus of £250.00
Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
Free on-site parking
Fresh fruit, cereals and porridge provided daily
Key Responsibilities:
Generate and distribute weekly, monthly, and quarterly compliance, portfolio, and business performance reports via Salesforce
Working with Financial Advisors to provide regular data and deliver adjustments when necessary
Routinely audit client data fields inside Salesforce to ensure accuracy
Assist with basic Salesforce user management
Reporting to Senior Leadership
Completing general coordination and analytical duties
Act as the first point of contact for internal staff experiencing basic IT queries or hardware issues
Work with a 3rd party IT firm regarding queries and requests surrounding hardware, network, or server issues directly to our external IT support firm
Track internal IT equipment (laptops, screens, headsets) and coordinate with 3rd-party firms for repairs or setting up new-starter kits
The ideal candidate for this IT/MI Coordinator // Junior IT Analyst // Junior Operations Analyst will hold:
Practical experience using Salesforce to navigate records, update fields, or run basic reports
Preparing and adjusting reports to suit Financial data and lifespans
Working with process improvement
Natural interest in AI with the want to develop
Financial services exposure would be advantageous however not essential
Ability to juggle conflicting priorities
Holds a natural comfort with technology, with a logical approach to troubleshooting
Ability to explain simple technical solutions to non-technical staff
Comfortable manipulating basic data sheets and spotting irregularities
Ability to work with internal and external stakeholders including financial planners and the confidence to manage service tickets with external IT partner
Full UK Driving License with own vehicle due to remote location
INDCIRIT
