At a Glance
- Tasks: Support senior management and enhance customer experience in financial services.
- Company: Leading wealth management firm in the South West.
- Benefits: Up to 20% bonus, hybrid working, 25 days leave, and professional development.
- Other info: Enjoy early finish Fridays, Christmas shutdowns, and free on-site parking.
- Why this job: Make a real difference while working with high net-worth individuals.
- Qualifications: Administrative experience and strong communication skills required.
We here at Siamo Recruitment are proud to be working with one of South West’s leading wealth management firms. Due to continued success and an exciting re-structure, our client is looking to hire a Personal Assistant. 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 Personal Assistant, 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 Personal Assistant 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 Personal Assistant 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
Personal Assistant - Financial Services in Swindon employer: Siamo Recruitment a division of Siamo Group
Siamo Recruitment is an exceptional employer, offering a dynamic work environment within one of the South West's leading wealth management firms. With a strong focus on employee development, our client provides extensive benefits including a performance-based bonus scheme, professional training opportunities, and a supportive hybrid working model. The culture promotes collaboration and customer excellence, making it an ideal place for those looking to make a meaningful impact in the financial services sector.
Contact Details:
Siamo Recruitment a division of Siamo Group Recruitment Team
