At a Glance
- Tasks: Provide essential admin support to a Financial Advisor and ensure smooth client processes.
- Company: Join a family-run financial services firm known for its client-focused approach.
- Benefits: Earn £15/hour, enjoy 25 days annual leave, and flexible working hours.
- Other info: Flexible hours and a supportive environment with opportunities for growth.
- Why this job: Gain valuable experience in financial services while building lasting client relationships.
- Qualifications: Previous admin experience in financial services is essential; strong communication skills are a must.
The predicted salary is between 15 - 15 £ per hour.
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 sectors. 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 include 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.
Part-Time Administrator (Financial Services) in Malmesbury employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land Part-Time Administrator (Financial Services) in Malmesbury
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like All The Top Bananas often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at All The Top Bananas.
We think you need these skills to ace Part-Time Administrator (Financial Services) in Malmesbury
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at All The Top Bananas and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at All The Top Bananas. A little light-heartedness can go a long way!
How to prepare for a job interview at All The Top Bananas
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
