Siamo Recruitment is proud to be partnering with a well-established financial firm based in Swindon. Due to internal progression, 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 excellent opportunity for someone currently working as a receptionist or an administrator who is looking to step up into a more involved assistant role. It’s also ideal for individuals with an interest in the financial sector who are looking to grow their career in a supportive role within a professional environment. If this applies to you, we want to hear from you!
Whether you’re looking to advance from an administrative role or want to enter the financial industry in a meaningful support position, this role provides the perfect platform.
Likeminded job titles include receptionist, personal assistant, administrative assistant, office coordinator, secretary, healthcare secretary, financial advisor assistant.
About the Role:
As an Administrator, you will provide administrative and organisational support to the firm’s financial advisers. Your focus will be on ensuring efficient day-to-day operations and enabling the advisers to focus on delivering client-focused services.
Benefits of joining our client:
- Salary of £25,000 – £27,000 – Reviewed Annually
- 20% Annual bonus scheme dependant on company performance
- Hybrid working after successful completion of probation
- Earlier finish every Friday
- 25 days holiday (increasing with service)
- Ability to purchase additional holiday allowance
- Paid industry training, courses, and exam support
- Life cover (4x salary)
- Birthday leave (2 hours off on the day)
- Free daily refreshments (fruit, cereal, porridge)
- Recruitment referral bonus scheme
- No weekend work required
As an Administrator your Key Responsibilities will be:
- Preparing and maintaining accurate client records and meeting documentation
- Managing adviser calendars and scheduling client appointments
- Responding to client emails and phone enquiries
- Performing administrative duties including document filing, data input, and correspondence
- Supporting with case submission processes and follow-ups
- Managing internal CRM systems and keeping data up to date
- Building strong professional relationships with clients and stakeholders
- Assisting advisers with internal and external queries
Experience our client is Looking For:
- Prior experience in a receptionist, administrator, or similar office-based role
- Strong communication and interpersonal skills
- Excellent organisational skills and attention to detail
- Comfortable working with confidential information and maintaining discretion
- Self-motivated with the ability to manage multiple tasks and deadlines
- A collaborative approach and willingness to learn
- Good IT literacy and experience with Microsoft Office
- Previous Financial experience would be beneficial
- Full UK driving licence and access to own vehicle