At a Glance
- Tasks: Be the vital link between clients and advisors, managing enquiries and bookings.
- Company: Established financial firm in Swindon with a supportive culture.
- Benefits: 25 days holiday, hybrid working, early finish Fridays, and life cover.
- Other info: Enjoy fresh fruit daily and get 2 hours off for your birthday!
- Why this job: Kickstart your career in finance while enjoying flexibility and growth opportunities.
- Qualifications: Previous admin experience and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Siamo recruitment has partnered with a well-established financial firm based in Swindon. This highly successful firm is seeking an enthusiastic Financial Service Administrator to be the glue between clients and their advisors. This role is ideal for someone with prior experience in an administration or PA 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
- 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
Responsibilities
- Being first point of contact for the companies 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
Qualifications
- Previous administrative experience is essential
- Previous experience dealing with customers via the 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 CRM's 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
Hybrid Financial Services Administrator | Client Liaison in Swindon employer: Siamo Recruitment a division of Siamo Group
Join a well-established financial firm in Swindon that values its employees and fosters a supportive work culture. With benefits like 25 days of holiday, hybrid working options, and opportunities for professional development, this company is dedicated to your growth and well-being. Experience a rewarding career as a Financial Services Administrator, where you will play a crucial role in client relations while enjoying perks such as early finish Fridays and daily fresh fruit provisions.
Contact Details:
Siamo Recruitment a division of Siamo Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Financial Services Administrator | Client Liaison in Swindon
✨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 a 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 interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you stand out as someone who genuinely wants to be part of their team.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients, being articulate and confident is key. Try mock interviews with friends or family to get comfortable with discussing your experience and answering common questions.
✨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, you'll be one step closer to landing that hybrid Financial Services Administrator role!
We think you need these skills to ace Hybrid Financial Services Administrator | Client Liaison in Swindon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous administrative roles and any customer service experience, as this is key for us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Financial Services Administrator role. Show us your enthusiasm and how you can be the glue between clients and advisors.
Show Off Your Communication Skills:Since you'll be dealing with clients and advisors, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application to reflect this ability.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Siamo Recruitment a division of Siamo Group
✨Know Your Stuff
Make sure you brush up on the financial services industry, especially if you've got experience in banking, investment, or insurance. Familiarise yourself with common terms and practices so you can chat confidently about them during the interview.
✨Showcase Your Admin Skills
Since this role is all about administration, be ready to discuss your previous admin or PA experience. Prepare examples of how you've managed customer queries, organised meetings, or used CRM systems effectively. This will show that you're the perfect fit for keeping everything running smoothly.
✨Communication is Key
As the first point of contact for clients, your communication skills are crucial. Practice articulating your thoughts clearly and concisely. You might even want to role-play some common client scenarios with a friend to get comfortable with handling different types of enquiries.
✨Be Enthusiastic and Personable
This firm is looking for someone enthusiastic who can build rapport with clients. Show your personality during the interview! Smile, maintain eye contact, and express genuine interest in the role and the company. It’ll help you stand out as a candidate who’s not just qualified but also a great cultural fit.
