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: Great career growth, early finish Fridays, and fun company events.
- Why this job: Make a real difference while working with high net-worth clients.
- Qualifications: Previous admin experience and strong communication skills required.
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 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 West Bromwich employer: Siamo Group Ltd
At Siamo Recruitment, we take pride in partnering with one of the South West's premier financial service providers, offering a dynamic work environment that fosters professional growth and collaboration. As an Office Administrator, you will enjoy a comprehensive benefits package, including a performance-based bonus scheme, generous annual leave, and opportunities for further training, all while contributing to a culture that prioritises exceptional customer experience and teamwork. With hybrid working options and a supportive management team, this role is perfect for those looking to make a meaningful impact in the financial services sector.
