At a Glance
- Tasks: Support a Financial Advisor with client administration and deliver top-notch customer service.
- 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 finance while building lasting relationships with clients.
- 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) employer: Siamo Group Ltd
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