Siamo Recruitment is proud to be partnering with a well-established financial firm based in Swindon. Due to internal progression, the business is seeking an Administrator to join their growing team and play a key role in supporting their advisers and operations.
This is an excellent opportunity for someone currently working as a receptionist or an administrator who is looking to step up into a more involved assistant role. Its also ideal for individuals with an interest in the financial sector who are looking to grow their career in a supportive role within a professional environment. If this applies to you, we want to hear from you!
Whether you're looking to advance from an administrative role or want to enter the financial industry in a meaningful support position, this role provides the perfect platform.
Likeminded job titles include receptionist, personal assistant, administrative assistant, office coordinator, secretary, healthcare secretary, financial advisor assistant.
About the Role:
As an Administrator, you will provide administrative and organisational support to the firms financial advisers. Your focus will be on ensuring efficient day-to-day operations and enabling the advisers to focus on delivering client-focused services.
Benefits of joining our client:
Salary of £25,000 - Reviewed Annually
20% Annual bonus scheme dependant on company performance
Hybrid working after successful completion of probation
Earlier finish every Friday
25 days holiday (increasing with service)
Ability to purchase additional holiday allowance
Paid industry training, courses, and exam support
Life cover (4x salary)
Birthday leave (2 hours off on the day)
Free daily refreshments (fruit, cereal, porridge)
Recruitment referral bonus scheme
No weekend work required
As an Administrator your Key Responsibilities will be:
Preparing and maintaining accurate client records and meeting documentation
Managing adviser calendars and scheduling client appointments
Responding to client emails and phone enquiries
Performing administrative duties including document filing, data input, and correspondence
Supporting with case submission processes and follow-ups
Managing internal CRM systems and keeping data up to date
Building strong professional relationships with clients and stakeholders
Assisting advisers with internal and external queries
Experience our client is Looking For:
Prior experience in a receptionist, administrator, or similar office-based role
Strong communication and interpersonal skills
Excellent organisational skills and attention to detail
Comfortable working with confidential information and maintaining discretion
Self-motivated with the ability to manage multiple tasks and deadlines
A collaborative approach and willingness to learn
Good IT literacy and experience with Microsoft Office
Previous Financial experience would be beneficial
Full UK driving licence and access to own vehicle
TPBN1_UKTJ