At a Glance
- Tasks: Support Financial Advisers and Insurance Specialists with essential admin tasks and client service.
- Company: Join a family-run financial services firm known for its client-focused approach.
- Benefits: Enjoy flexibility, stability, and a supportive work environment.
- Other info: Opportunity to build relationships and grow within a respected firm.
- Why this job: Make a real difference by helping clients with tailored financial solutions.
- Qualifications: Experience in financial services admin and writing suitability reports is essential.
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 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 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 in Malmesbury employer: Siamo Recruitment a division of 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 development. As an Office Administrator, you'll enjoy a competitive 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 collaboration across departments. Join us to make a meaningful impact in the financial services sector and enjoy unique perks like early finish Fridays and additional time off on your birthday.
Contact Details:
Siamo Recruitment a division of Siamo Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Malmesbury
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Siamo Recruitment a division of Siamo Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Services Administrator in Malmesbury
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Siamo Recruitment a division of Siamo Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Siamo Recruitment a division of Siamo Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Siamo Recruitment a division of Siamo Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Siamo Recruitment a division of Siamo Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Siamo Recruitment a division of Siamo Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Siamo Recruitment a division of Siamo Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
