Financial Services Administrator

Siamo recruitment has partnered with a well-established financial firm based in Swindon. This highly successful firm are seeking an enthusiastic Financial Service Administrator to be the glue between clients and their advisors. Elevate your finance career with a firm that is committed to building trusted long-term relationships and thrive in providing dynamic financial services. If being proactive is a natural attribute to yourself, demonstrate this skill and many more in a company that will appreciate your support and what you bring to their brand.

Therefore, if this applies to you and you are passionate about the financial market, we want to hear from you! As the Financial Service Administrator, you will manage a range of clientele actively reporting to the Administration Manager and Advisors. This role is ideal for someone with prior experience in an administration or PA role and is looking for a great opportunity to advance your career.

Why join our client? 25 days holiday (plus additional one each year) Buy additional holiday allowance Hybrid working offering 2 days from home Early finish Friday's Life cover 4x salary Pay for relevant industry training materials, course and exams Recruitment referrals bonus 2 hours off for your birthday Fresh fruit, cereals and porridge provided daily This Office Administrator role will hold the below responsibilities:
Being first point of contact for the companies enquiries Managing a customer base updating on stages and resolving queries Booking of client meetings, webinars, travel and team events Attending meetings with advisors supporting and providing guidance where required Managing all post sign up administration Updating of customer records via CRM Management of enquiry emails and responses The ideal candidate for this Office 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 CRMs 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