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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.
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 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. Experience within this is essential.
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 theFinancial Services Administrator 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 thisFinancial Services Administratorrole will require:
- Previous xgikmsk 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
Please click on the apply button to read the full job description
Financial Services Administrator in Malmesbury employer: Siamo Group
Siamo Group is an excellent employer for delivery drivers, offering a supportive team environment and ongoing reliable work from our Park Royal base. With generous overtime opportunities, weekly pay, and potential temp-to-perm options, we prioritise employee growth and satisfaction while providing essential benefits like free refreshments on-site. Join us to be part of a dynamic team that values flexibility and reliability in delivering exceptional service across London.
