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 bonus, and hybrid working options.
- Other info: Experience excellent career growth and fun company events!
- Why this job: Make a real difference while working with high net-worth individuals.
- Qualifications: Previous admin experience and strong communication skills are essential.
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 employer: Siamo Group
At Siamo Recruitment, we take pride in partnering with one of the South West's leading 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 hybrid working, all while contributing to a culture that prioritises exceptional customer experience and employee well-being. Join us to be part of a team that values your input and supports your career development in the thriving financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Office Administrator - Financial Services
✨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 an Office 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 those interviews by researching the company and its culture. Understand their products and how they serve high net-worth individuals. This will help you show that you're not just another candidate, but someone who genuinely cares about making a difference.
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with clients and senior management, being articulate and confident is key. Try mock interviews with friends or family to get comfortable with discussing your experience and how it relates to the role.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about landing that Office Administrator gig with us!
We think you need these skills to ace Office Administrator - Financial Services
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Office Administrator role. Highlight your previous administrative experience and any exposure to financial services. We want to see how your skills align with what our client is looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your customer service experience and how you can contribute to delivering an exceptional experience for high net-worth individuals.
Show Off Your Communication Skills:Since you'll be dealing with various stakeholders, it's crucial to showcase your excellent communication skills. Whether it's in your CV or cover letter, let us know how you've effectively communicated in past roles, especially in financial services.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Siamo Group
✨Know Your Financial Services
Brush up on your knowledge of financial services, especially if you have previous experience. Be ready to discuss how your background can contribute to the role and the company’s goals. This shows that you’re not just interested in the job, but also in the industry.
✨Master the Art of Communication
Since this role involves interacting with high net-worth individuals and senior management, practice clear and confident communication. Prepare examples of how you've successfully managed customer queries or resolved issues in the past. This will demonstrate your ability to handle the responsibilities of the position.
✨Familiarise Yourself with CRM Tools
As an Office Administrator, you'll be updating customer records via CRM systems. If you have experience with specific tools, mention them during the interview. If not, do a bit of research on common CRMs used in financial services to show your willingness to learn.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and what success looks like in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
