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- Tasks: Be the vital link between clients and advisors, managing queries and providing support.
- Company: Established financial firm in Swindon focused on building long-term client relationships.
- Benefits: 25 days holiday, hybrid working, performance bonuses, and professional development support.
- Why this job: Kickstart your finance career in a dynamic environment with growth opportunities.
- Qualifications: Experience in customer service and administration; confident communicator.
- Other info: Enjoy perks like early finish Fridays and daily fresh snacks.
The predicted salary is between 30000 - 42000 £ per year.
Siamo recruitment has partnered with a well-established financial firm based in Swindon. This highly successful firm are seeking an enthusiastic Client 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 Client 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 a client or customer service 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 Up to a 20% annual bonus scheme (performance based) Hybrid working offering 2 days from home Early finish Friday\’s 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 Administrator role will hold the below responsibilities: Meeting Preparation Provide a point of contact for all queries pertinent to your role from the team Provide technical support to the team Business Submissions Manage and resolve technical queries Liaise with clients to provide help and information on technical issues queries raised Keep up with all industry and internal changes that will affect your role Show willingness to expand and increase knowledge of all areas of financial services – specifically pensions, investments and tax and trusts Updating all client confidential information to all relevant platforms Supporting new members of the team Personally managing workflow The ideal candidate for this Administrator position will hold: Previous customer service and administration exposure is essential Naturally a confident communicator who can manage internal and external relationships Full UK Driving License and own vehicle due to remote location The ability to confidently prioritise tasks and strategically multi-task Naturally career hungry for investment and development Other job titles: Administrator, Client Administrator, Customer Service Administrator, Junior Account Manager, Client Account Manager
Financial Services Administrator employer: Siamo Recruitment a division of Siamo Group
Contact Detail:
Siamo Recruitment a division of Siamo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨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 lookout for opportunities. A friendly chat can lead to valuable insights or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase why you're the perfect fit for their team.
✨Tip Number 3
Practice your communication skills! As a Client Administrator, you'll need to be a confident communicator. Role-play common interview questions with a friend to get comfortable expressing your thoughts clearly.
✨Tip Number 4
Don't forget to apply through our website! We want to see your application and help you take the next step in your finance career. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Financial Services Administrator. Highlight your previous customer service and administration experience, and don’t forget to mention any relevant skills that show you can be the glue between clients and advisors.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your enthusiasm for the financial market and how your proactive nature aligns with the company’s values. Be sure to mention why you’re excited about this specific opportunity.
Showcase Your Communication Skills: As a Client Administrator, communication is key. In your application, demonstrate your ability to manage relationships and provide support. Use clear and concise language to reflect your confident communication style.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Siamo Recruitment a division of Siamo Group
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially pensions, investments, and tax. Being able to discuss these topics confidently will show that you're proactive and genuinely interested in the field.
✨Showcase Your Customer Service Skills
Prepare examples from your previous roles where you successfully managed client relationships or resolved issues. This will demonstrate your ability to be the 'glue' between clients and advisors, which is crucial for the role.
✨Be Ready to Multi-task
Think of scenarios where you've had to juggle multiple tasks effectively. The interviewers will want to see that you can prioritise and manage your workflow, so come armed with specific examples.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This shows your enthusiasm for the role and helps you gauge if the firm is the right fit for you.
