At a Glance
- Tasks: Be the vital link between clients and advisors, managing enquiries and client meetings.
- Company: Join a well-established financial firm in Swindon with a supportive culture.
- Benefits: Enjoy 25 days holiday, hybrid working, early finish Fridays, and life cover.
- Other info: Opportunity for professional growth with training support and a vibrant office atmosphere.
- Why this job: Elevate your finance career while building trusted relationships in a dynamic environment.
- Qualifications: Previous admin experience and strong communication skills are essential.
The predicted salary is between 25000 - 35000 € per year.
Siamo recruitment has partnered with a well-established financial firm based in Swindon. This highly successful firm is seeking an enthusiastic Financial Service Administrator to be the glue between clients and their advisors. Elevate your finance career with a firm that is committed to building trusted long-term relationships and thrive in providing dynamic financial services. If being proactive is a natural attribute to yourself, demonstrate this skill and many more in a company that will appreciate your support and what you bring to their brand. Therefore, if this applies to you and you are passionate about the financial market, we want to hear from you!
As the Financial Service Administrator, you will manage a range of clientele actively reporting to the Administration Manager and Advisors. This role is ideal for someone with prior experience in an administration or PA role and is looking for a great opportunity to advance your career.
Why join our client?
- 25 days holiday (plus additional one each year)
- Buy additional holiday allowance
- Hybrid working offering 2 days from home
- Early finish Fridays
- Life cover 4x salary
- Pay for relevant industry training materials, course and exams
- Recruitment referrals bonus
- 2 hours off for your birthday
- Fresh fruit, cereals and porridge provided daily
This Office Administrator role will hold the below responsibilities:
- Being first point of contact for the companies enquiries
- Managing a customer base updating on stages and resolving queries
- Booking of client meetings, webinars, travel and team events
- Attending meetings with advisors supporting and providing guidance where required
- Managing all post sign up administration
- Updating of customer records via CRM
- Management of enquiry emails and responses
The ideal candidate for this Office Administrator role will hold the below experience, skills and qualifications:
- Previous administrative experience is essential
- Previous experience dealing with customers via the phone, email and face to face
- Previous experience within financial services is advantageous (banking, investment, insurance or wealth management)
- Microsoft Office proficient with exposure using CRMs 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
Financial Services Administrator in Bath employer: Siamo Group Ltd
Join a well-established financial firm in Swindon that values your contributions and fosters a supportive work culture. With benefits like 25 days of holiday, hybrid working options, and opportunities for professional development, this company is dedicated to helping you thrive in your finance career while maintaining a healthy work-life balance. Experience a workplace where your proactive approach is appreciated, and enjoy unique perks such as fresh daily snacks and early finish Fridays.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Financial Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they build long-term relationships with clients. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Financial Services Administrator, you'll be the first point of contact for clients. Role-play common scenarios with a friend to boost your confidence and ensure you can handle queries effectively.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're proactive and serious about landing that Financial Services Administrator position.
We think you need these skills to ace Financial Services Administrator in Bath
Some tips for your application 🫡
Show Your Enthusiasm:When writing your application, let your passion for the financial market shine through. We want to see that you're not just looking for a job, but that you're genuinely excited about the opportunity to be part of our team and contribute to building trusted relationships.
Tailor Your Experience:Make sure to highlight your previous administrative experience and any relevant skills that match the job description. We’re looking for someone who can manage client relationships effectively, so don’t forget to mention your customer service experience and how it relates to this role.
Be Proactive in Your Application:Since being proactive is key for this role, demonstrate this trait in your application. Whether it's through your choice of words or by providing examples of how you've taken initiative in past roles, we want to see that you can take charge and support our advisors.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows that you’re serious about joining our team!
How to prepare for a job interview at Siamo Group Ltd
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially if you have experience in banking, investment, or insurance. Be ready to discuss industry trends and how they relate to the role. This shows your passion for the financial market and helps you connect with the interviewers.
✨Show Off Your Admin Skills
Prepare examples from your previous roles that highlight your administrative skills. Think about times when you managed customer queries or organised meetings. Being able to demonstrate your proactive nature will resonate well with the firm’s values.
✨Practice Your Communication
Since this role involves being the first point of contact for clients, practice clear and confident communication. You might want to role-play common scenarios with a friend to get comfortable with handling enquiries over the phone or via email.
✨Familiarise Yourself with Their Tools
Get to know the tools mentioned in the job description, like CRM systems and Microsoft Office. If you can, try to learn a bit about Zoom too. Showing that you're tech-savvy and ready to hit the ground running will definitely impress the interviewers.
