We here at Siamo are excited to be working with an established, family-run financial services firm that operates across a variety of financial services. As the Financial Services Administrator you will work closely with Financial Advisers and Insurance Specialists, providing essential administrative support while delivering an excellent customer service experience to clients. A key part of this role will be writing suitability reports. 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 thisFinancial Services Administratorrole will require: Previous administration exposure in financial services is essential Previous exposure writing suitability reports 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
Financial Services Administrator- Full or Part Time in Swindon employer: Siamo Group Ltd
Siamo Recruitment offers an exceptional work environment for Transport Administrators at our prestigious client's site in Corby, NN18. With a focus on employee well-being, we provide long-term employment opportunities, generous holiday allowances, and access to a comprehensive benefits platform that includes free healthcare and financial advice. Our supportive culture encourages growth and recognition, making it a rewarding place to build your career.
