At a Glance
- Tasks: Support financial advisors and manage client queries in a dynamic environment.
- Company: Join one of the UK's top wealth management firms with a forward-thinking approach.
- Benefits: Competitive salary, performance bonuses, hybrid work, and 25 days annual leave.
- Other info: Clear career progression and support for professional qualifications.
- Why this job: Gain valuable experience and develop skills in a thriving industry.
- Qualifications: Friendly, organised, and eager to learn with strong communication skills.
The predicted salary is between 36000 - 60000 £ per year.
We here at Siamo Recruitment are thrilled to be working with one of the UK’s top wealth management firms, recognised for its high standards and forward thinking-approach. The Financial Services Administrator role offers a fantastic opportunity to gain a well-rounded understanding of the business by providing support across the entire team. It is a position that allows you to develop a broad range of skills while continuing your professional growth within a dynamic, growing and thriving industry. Founded in 2002, this strong brand was built on a commitment to delivering personalised financial advice through a truly holistic approach. The company aims to exceed expectations by recognising that financial needs and circumstances naturally evolve. This is an introductory role that gives you the opportunity to work closely with both team members and customers. You’ll build and strengthen relationships while providing valuable support to the UK’s financial advisors.
What can the client offer:
- Competitive starting salary
- Performance related bonus scheme paid up to 25% of annual salary
- Early finish on Fridays
- Hybrid working environment
- 25 days annual leave, with additional days awarded based on years of service
- Clear career progression and support to achieve further professional qualifications
- Pension scheme
- Christmas and summer company outings
Role Responsibility:
- Monitor client and prospect cases, booking meetings when needed
- Handle client queries and provide clear, timely responses
- Support the advisor by managing emails, calls and follow up tasks
- Complete required documentation and due diligence for case submissions
- Prepare meeting notes and review letters, keeping all systems fully updated
The ideal candidate for the Role:
- Friendly and well-organised
- Able to follow processes and procedures and update CRM systems accurately
- Capable of working effectively both independently and as part of a team
- Able to communicate complex information clearly and confidently
- Eager to learn and quickly adapt in fast-paced environments
- Strong telephone manner with a focus on delivering excellent client service
Like minded job titles: Personal assistant, administrative assistant, business support assistant, project coordinator, team assistant
Commutable from within 30 Minutes: Swindon
Financial Services Administrator in Swindon employer: Siamo Recruitment a division of Siamo Group
Join one of the UK's leading wealth management firms, where you will thrive in a supportive and dynamic work environment that prioritises professional growth and development. With competitive salaries, a performance-related bonus scheme, and a hybrid working model, this company not only values your contributions but also invests in your future through clear career progression and opportunities for further qualifications. Experience a vibrant culture with regular company outings and a commitment to exceeding client expectations, making it an excellent place for those seeking meaningful and rewarding employment.
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 Swindon
✨Tip Number 1
Network like a pro! Reach out to current employees at the firm or similar companies on LinkedIn. A friendly chat can give us insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by practising common questions related to financial services. We can role-play with a friend or use online resources to boost our confidence.
✨Tip Number 3
Show off your organisational skills! Bring examples of how you've managed tasks or projects in the past. This will help us demonstrate that we’re the perfect fit for the Financial Services Administrator role.
✨Tip Number 4
Don’t forget to follow up after the interview! A quick thank-you email can keep us fresh in their minds and show our enthusiasm for the position.
We think you need these skills to ace Financial Services Administrator in Swindon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Services Administrator role. Highlight any relevant experience in client support or administration, and don’t forget to mention your ability to adapt in fast-paced environments!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Share why you’re excited about the opportunity to work in wealth management and how you can contribute to the team.
Showcase Your Communication Skills:Since this role involves handling client queries and providing clear responses, make sure your application showcases your strong communication skills. Use clear and concise language, and don’t hesitate to demonstrate your friendly and well-organised nature.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our dynamic team!
How to prepare for a job interview at Siamo Recruitment a division of Siamo Group
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial services and the specific role of a Financial Services Administrator. Brush up on key terms and processes, as well as the company's approach to wealth management. This will help you answer questions confidently and show that you're genuinely interested in the industry.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise work and ensure timely responses to client queries, as this will demonstrate your capability to handle the responsibilities of the position.
✨Practice Your Communication
Effective communication is key in this role, so practice explaining complex information clearly and concisely. You might want to do a mock interview with a friend or family member, focusing on how you would handle client queries or explain financial concepts. This will help you feel more comfortable during the actual interview.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company’s approach to professional development, or how they measure success in the role. This shows that you’re engaged and thinking about how you can contribute to the team, which is always a plus in the eyes of the interviewer.
