At a Glance
- Tasks: Be the first point of contact, manage customer queries, and support senior management.
- Company: Join a leading financial services provider in the South West.
- Benefits: Enjoy a competitive salary, annual bonuses, hybrid working, and 25 days holiday.
- Other info: Great career growth opportunities and fun team events await you!
- Why this job: Make a real difference while working with high net-worth individuals.
- Qualifications: Previous admin experience and strong communication skills are essential.
We here at Siamo Recruitment are proud to be working with one of South West’s leading financial service providers. Due to continued success and an exciting re-structure, our client is looking to hire an Office Administrator. This is the perfect opportunity for an individual with financial services exposure looking to broaden their knowledge and see their work make a true difference.
As the Office Administrator, you will be working directly with the senior management team and Financial Advisors to deliver leading products across the UK. Within this role, it will offer you the chance to be the bond between all departments and work with high net-worth individuals where customer experience should be at the heart of what you do.
What does our client's benefits scheme include?
- Up to a 20% annual bonus scheme (performance based)
- Professional investment plans for relevant courses, exams and industry training materials
- 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
- Annual salary reviews
- Private medical insurance and life cover available
- Recruitment referrals bonus
- Hybrid working offering 2 days from home post probation
- Early finish Fridays, Christmas shutdowns, summer and winter events and additional time off on your birthday
- Free on-site parking
This Office Administrator role will hold the below responsibilities:
- Being first point of contact for the company's 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
The ideal candidate for this Office Administrator role will hold the below experience, skills and qualifications:
- Previous administrative experience is essential
- Previous experience dealing with customers via 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 CRMs 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
Office Administrator - Financial Services in Swindon employer: Siamo Recruitment a division of Siamo Group
At Siamo Recruitment, we pride ourselves on being an exceptional employer, offering a dynamic work culture that prioritises employee growth and development. As an Office Administrator in the financial services sector, you will enjoy a competitive benefits package, including a performance-based bonus scheme, professional training opportunities, and a supportive environment that values your contributions. With hybrid working options and a focus on work-life balance, this role provides a unique chance to make a meaningful impact while collaborating with senior management and high net-worth clients in the heart of the South West.
Contact Details:
Siamo Recruitment a division of Siamo Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Office Administrator - Financial Services 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 an Office Administrator 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 those interviews by researching the company and its culture. Understand their products and services, especially how they cater to high net-worth individuals. This will help you show that you're not just another candidate, but someone who genuinely cares about making a difference.
✨Tip Number 3
Practice your communication skills! Since you'll be the first point of contact for enquiries, being articulate and confident is key. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to the role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we often have exclusive roles listed that you won't find anywhere else!
We think you need these skills to ace Office Administrator - Financial Services in Swindon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Office Administrator role. Highlight any previous administrative experience and your exposure to financial services. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills:Since you'll be dealing with high net-worth individuals, it's crucial to demonstrate your excellent communication skills. Whether it's in your CV or cover letter, make sure to showcase your ability to converse effectively at all levels.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Siamo Recruitment a division of Siamo Group
✨Know Your Financial Services
Brush up on your knowledge of financial services, especially if you have previous experience. Be ready to discuss how your background can contribute to the role and the company’s goals. This shows that you’re not just interested in the job, but also in the industry.
✨Master the Art of Communication
Since this role involves interacting with high net-worth individuals and senior management, practice clear and confident communication. Prepare examples of how you've successfully managed customer queries or resolved issues in the past, as this will demonstrate your ability to handle the responsibilities of the position.
✨Showcase Your Organisational Skills
As an Office Administrator, you'll need to juggle multiple tasks. Bring examples of how you've effectively managed your time and prioritised tasks in previous roles. This could be through specific tools or methods you’ve used to stay organised, which will impress your interviewers.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and what success looks like in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
