At a Glance
- Tasks: Be the vital link between clients and advisors in a dynamic financial environment.
- 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: Great opportunity for career advancement with training support and a vibrant office atmosphere.
- Why this job: Elevate your finance career while building trusted relationships and making an impact.
- 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 Salisbury 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 building lasting relationships with clients. Experience a workplace that prioritises employee well-being and growth, making it an excellent choice for those passionate about the financial market.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Salisbury
✨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 want to see your application and help you land that dream job. Plus, it shows you're serious about joining our client's fantastic team in Swindon.
We think you need these skills to ace Financial Services Administrator in Salisbury
Some tips for your application 🫡
Show Your Enthusiasm:Let your passion for the financial market shine through in your application. We want to see how excited you are about the role and the company, so don’t hold back on expressing why you’re a great fit!
Tailor Your CV:Make sure your CV highlights relevant experience, especially in administration or customer service roles. We love seeing how your skills align with what we’re looking for, so customise it to match the job description.
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us your story. Use it to explain why you’re interested in the Financial Services Administrator role and how your background makes you the perfect candidate. Keep it engaging and personal!
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’s super easy – just follow the prompts!
How to prepare for a job interview at Siamo Group Ltd
✨Know Your Financial Services
Brush up on your knowledge of the financial services industry. Understand key terms and concepts that are relevant to the role, such as investment strategies, customer relationship management, and the specific services offered by the firm. This will help you engage in meaningful conversations during the interview.
✨Showcase Your Administrative Skills
Prepare examples from your previous roles that highlight your administrative experience. Be ready to discuss how you've managed client communications, organised meetings, or handled CRM systems. Specific anecdotes will demonstrate your capability and make you stand out.
✨Demonstrate Proactivity
Since being proactive is a key attribute for this role, think of instances where you've taken the initiative in your past jobs. Whether it was streamlining a process or resolving a client issue before it escalated, share these stories to show you can add value to their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within the firm. This not only shows your interest in the role but also helps you assess if the company aligns with your career goals.
