Office Administrator - Financial Services

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 opportunity providing stability, responsibility and cross department engagement working hand in hand with the Advisers and their clients.

As the Meeting Pack Administrator you will need an attentive eye, a passion for presentation and communicative nature.

Our client has been established since the early 2000 s and leads the way with their passion for providing an excellent experience.
Due to the nature of the role financial service exposure is essential.

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

This Administrator role will hold the below responsibilities:

• Preparing and maintaining packs for new, current and renewing clients
• Working with the FA s and Practice Manager to improve processes
• Supporting the FA s with reviews and updates
• Dealing with client calls on behalf of the firm
• Arranging housekeeping meetings with the firms client base
• Supporting all departments across the firm as and when required

The ideal candidate for this Administrator role will hold the below experience, skills and qualifications:

• Previous administrative and experience is essential
• Previous experience dealing with clients via the phone, email and face to face
• Previous experience within financial services (banking, investment, insurance or wealth management)
• SalesForce exposure would be advantageous
• 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