At a Glance
- Tasks: Provide essential admin support to a Financial Advisor and ensure smooth client processes.
- Company: Join a family-run financial services firm with a strong reputation for client care.
- Benefits: Earn £15/hour, enjoy 25 days annual leave, and experience flexible working hours.
- Other info: Great opportunity for career growth in a stable and respected environment.
- Why this job: Be part of a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills and a passion for delivering excellent customer service.
The predicted salary is between 15 - 15 £ per hour.
Salary/Rate: 15/hour + 25 Days Annual Leave Entitlement
Working Hours: 09:00 - 17:00 Thursday, 14:30 Wednesday, Thursday
We here at Siamo are thrilled to be working with an established, family-run financial services firm that operates across a variety of financial sectors. 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 Executive Assistant you will work closely with a Financial Advisor, providing essential administrative support while delivering an excellent customer service experience to clients. 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 the Executive Assistant 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 outcomes for clients
Part-Time Administrator (Financial Services) employer: Siamo Recruitment a division of Siamo Group
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Contact Details:
Siamo Recruitment a division of Siamo Group Recruitment Team
