Office Administrator - Financial Services in London

Office Administrator - Financial Services in London

London Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
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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: Experience excellent career growth 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 are essential.

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 London employer: Siamo Group Ltd

At Siamo Recruitment, we take pride in partnering with one of the South West's leading financial service providers, offering a dynamic work environment where your contributions truly matter. As an Office Administrator, you'll enjoy a supportive culture that prioritises employee growth through professional development opportunities, competitive benefits including a performance-based bonus scheme, and a healthy work-life balance with hybrid working options and generous leave entitlements. Join us to be part of a team that values customer experience and fosters collaboration across departments, all while working with high net-worth individuals.

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Contact Details:

Siamo Group Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Office Administrator - Financial Services in London

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 lookout 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 delivering top-notch customer experience.

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 previous administrative experience and how it relates to the role.

Tip Number 4

Don't forget to apply through our website! We at StudySmarter make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about landing that Office Administrator position in financial services.

We think you need these skills to ace Office Administrator - Financial Services in London

Administrative Skills
Customer Service Skills
Financial Services Knowledge
Microsoft Office Proficiency
CRM Management
Communication Skills
Attention to Detail

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 align with what our client is looking for!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your customer service experience and how you can contribute to enhancing the customer experience at our client's company.

Showcase Your Communication Skills:Since you'll be dealing with high net-worth individuals, it's crucial to demonstrate your excellent communication skills. Whether it's in your CV or cover letter, make sure to highlight your ability to converse effectively with all levels of stakeholders.

Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our client's fantastic team!

How to prepare for a job interview at Siamo Group Ltd

Know Your Financial Services

Make sure you brush up on your knowledge of financial services before the interview. Understand the basics of banking, investment, and insurance, as well as any recent trends in the industry. This will not only help you answer questions confidently but also show your genuine interest in the role.

Showcase Your Administrative Skills

Prepare examples from your previous experience that highlight your administrative skills. Think about times when you managed customer queries or organised meetings effectively. Being able to demonstrate your proficiency with tools like Microsoft Office and CRMs will set you apart.

Practice Your Communication

Since this role involves interacting with high net-worth individuals and senior management, practice your communication skills. Be clear and concise in your responses, and don’t hesitate to ask for clarification if you don’t understand a question. Good communication is key!

Be Ready for Scenario Questions

Expect scenario-based questions that assess how you would handle specific situations, such as managing a difficult customer or coordinating a team event. Think through potential scenarios beforehand and prepare your responses to demonstrate your problem-solving abilities and attention to detail.