Location
SWINDON
Salary £24000 - £25000 TypePermanent WorkplaceOn-Site Ref89450
Office Administrator / Support
Location: Swindon
Salary: Up to £25,000
Hours: MonThu 8:305, Fri 8:303
Contract: Full-time, permanent
About the Firm
A highly reputable and people-focused wealth management firm in Swindon is looking for a proactive Office Administrator / Support to join their friendly team. The company is well established, client-centred and offers a supportive, stable working environment with excellent long-term opportunities.
The Role
This role provides essential administrative support to Advisers, the Managing Director and the wider team. Youll help keep client records accurate, ensure meeting notes are completed, and play a key part in the smooth running of the client review process. Its a great opportunity for someone organised, detail-driven and looking to build a career within financial services.
Key Responsibilities
1. Prepare and update client meeting notes via SOFI AI and produce review letters.
2. Maintain CRM/Salesforce records and ensure all client information is accurate.
3. Support Advisers with admin tasks, workflow management and documentation.
4. General office duties including scanning, filing, printing, post handling and occasional phone cover.
5. Chase outstanding information and assist the team with day-to-day support tasks.
About You
6. Highly organised with strong attention to detail.
7. Excellent communication skills and a professional, friendly manner.
8. Confident using Microsoft Office (Word, Excel, Outlook, Teams).
9. Able to manage your workload independently and work well within a small team.
10. Financial services experience helpful but not essential full training provided.
Benefits
11. Early finish every Friday.
12. 25 days holiday + bank holidays (option to buy/sell).
13. Company pension scheme.
14. Birthday gifts, Christmas vouchers and regular social events.
15. Supportive environment with scope to grow and develop.
If youre looking for a stable, welcoming workplace with great long-term prospects, apply today or reach out for a confidential chat.