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 focus on long-term relationships.
- Benefits: Enjoy 25 days holiday, hybrid working, early finish Fridays, and life cover.
- Other info: Dynamic role with opportunities for professional growth and industry training.
- Why this job: Elevate your finance career in a supportive environment that values your contributions.
- Qualifications: Previous admin experience and strong communication skills are essential.
The predicted salary is between 25000 - 30000 £ 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 Swindon 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 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 Swindon
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Siamo Group Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Services Administrator in Swindon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Siamo Group Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Siamo Group Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Siamo Group Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Siamo Group Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Siamo Group Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Siamo Group Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
