At a Glance
- Tasks: Be the go-to person for customer enquiries and support senior management.
- Company: Join a leading financial services provider in the South West.
- Benefits: Enjoy a competitive salary, annual bonuses, and hybrid working options.
- Other info: Great career growth, early finish Fridays, and fun company events.
- Why this job: Make a real difference while working with high net-worth individuals.
- Qualifications: Previous admin experience and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
We here at Siamo Recruitment are proud to be working with one of South West's leading financial service providers. Due to continued success and an exciting re-structure, our client is looking to hire an Office Administrator. This is the perfect opportunity for an individual with financial services exposure looking to broaden their knowledge and see their work make a true difference.
As the Office Administrator, you will be working directly with the senior management team and FAs to deliver leading products across the UK. Within this role, it will offer you the chance to be the bond between all departments and work with high net-worth individuals where customer experience should be at the heart of what you do.
What does our client's 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
- Private medical insurance and life cover available
- Recruitment referrals bonus
- Hybrid working offering 2 days from home post probation
- Early finish Fridays, Christmas shutdowns, summer and winter events and additional time off on your birthday
- Free on-site parking
This Office Administrator role will hold the below responsibilities:
- Being first point of contact for the company's 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
Office Administrator - Financial Services in Burnley employer: Siamo Group Ltd
Siamo Recruitment is an exceptional employer, offering a dynamic work environment within one of South West's leading financial service providers. With a strong focus on employee growth, our client provides extensive benefits including a performance-based bonus scheme, professional development opportunities, and a supportive culture that values work-life balance through hybrid working options and early finish Fridays. Join a team where your contributions directly impact high net-worth clients and where you can thrive in a collaborative atmosphere that prioritises customer experience.
StudySmarter Expert Advice🤫
We think this is how you could land Office Administrator - Financial Services in Burnley
✨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 an Office 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 those interviews by researching the company and its culture. Understand their products and services, especially how they cater to high net-worth individuals. This will help you show that you're not just another candidate, but someone who genuinely cares about making a difference.
✨Tip Number 3
Practice your communication skills! Since you'll be the first point of contact for enquiries, being articulate and confident is key. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to the role.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our team and ready to take that next step in your career.
We think you need these skills to ace Office Administrator - Financial Services in Burnley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Office Administrator role. Highlight any previous administrative experience and your exposure to financial services. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills:Since you'll be dealing with high net-worth individuals and senior management, it's crucial to showcase your excellent communication skills. Whether it's in your CV or cover letter, let us know how you effectively communicate across different levels.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Siamo Group Ltd
✨Know Your Financial Services
Brush up on your knowledge of financial services, especially if you have previous experience. Be ready to discuss how your background can contribute to the role and how you can enhance customer experience for high net-worth individuals.
✨Master the Admin Tools
Familiarise yourself with Microsoft Office and any CRM systems mentioned in the job description. If you can, practice using Zoom for virtual meetings, as this will show your tech-savviness and readiness for the role.
✨Showcase Your Communication Skills
Prepare examples that highlight your communication skills, especially in dealing with customers. Think of situations where you resolved queries or managed client relationships effectively, as these will resonate well with the interviewers.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Prepare to discuss how you would handle specific situations, like managing multiple enquiries or booking client meetings under tight deadlines.
