We here at Siamo Recruitment are thrilled to be working with one of the UK’s top wealth management firms, recognised for its high standards and forward thinking-approach.
The Finacial Services Adminstrator role offers a fantastic opportunity to gain a well-rounded understanding of the business by providing support across the entire team. It is a position that allows you to develop a broad range of skills while continuing your professional growth within a dynamic, growing and thriving industry.
Founded in 2002, this strong brand was built on a commitment to delivering personalised financial advice through a truly holistic approach.
The company aims to exceed expectations by recognising that financial needs and circumstances naturally evolve.
This is an introductory role that gives you the opportunity to work closely with both team members and customer. You’ll build and strengthen relationships while providing valuable support to the UK’s financial advisors
What can the client offer:
- Competitive starting salary starting from 25,000-27,000
- Performance related bonus scheme paid up to 25% of annual salary.
- Early finish on Fridays
- Hybrid working environment
- 25 days annual leave, with additional days awarded based on years of service
- Clear career progression and support to achieve further professional qualifications
- Pension scheme
- Christmas and summer company outings
Role Responsibility:
- Monitor client and prospect cases, booking meetings when needed
- Handle client queries and provide clear, timely responses
- Support the advisor by managing emails, calls and follow up tasks
- Complete required documentation and due diligence for case submissions
- Prepare meeting notes and review letters, keeping all systems fully updated
The ideal candidate for the Role:
- Friendly and well-organised
- Able to follow processes and procedures and update CRM systems accurately
- Capable of working effectively both independently and as part of a team
- Able to communicate complex information clearly and confidently
- Eager to learn and quickly and adapt in fast-paced environments
- Strong telephone manner with a focus on delivering excellent client service
Like minded job titles:
Personal assistant, administrative assistant, business support assistant, project coordinator, team assistant
Commutable from within 30 Minutes : Swindon