Executive Assistant - Financial Services

Salary/Rate:  £15/hour + 25 Days Annual Leave Entitlement

Working Hours:

09:00 – 17:00 Thursday & Friday OR 10:00 – 14:30 Wednesday, Thursday & Friday (Can be negotiated)

We here at Siamo are thrilled to be working with an established, family-run financial services firm that operates across a variety of financial.

The company is built on a strong reputation for delivering a personable, client-focused experience with a consistent emphasis on developing long-lasting relationships and providing tailored support to every client.

As Executive Assistant you will work closely with a Financial Advisor, providing essential administrative support while delivering an excellent customer service experience to clients.

You will play a pivotal role in ensuring all processes run smoothly, efficiently and to a high standard.

This fantastic opportunity offers both flexibility and stability, along with the chance to join a supportive and well-respected firm.

This role as the Executive Assistant will includes the below responsibilities:

Handling client administration for IFAs, including new business and policy renewals
Deal and solve client enquiries promptly and effectively
Managing policy servicing, performing valuations, and working with online systems
Writing reports, researching the market, and recommending appropriate solutions for clients
Building relationships with insurers to secure the best service and terms  
The ideal candidate for this Executive Assistant role will require:

Previous administration exposure in financial services is essential
Experience using Intelligence Office systems is preferred but not essential
A naturally confident communicator
A relationship builder looking to provide a professional and personable service
Attentive with a keen eye for detail
Previous exposure with financial wealth would be advantageous
Commutable within 30 mins:
Tetbury, Chippenham, Cirencester, Stroud, Swindon, Wotton-under-Edge.

INDCIRFIN