Job Description
Siamo recruitment has partnered with a well-established financial firm based in Swindon. This highly successful firm are seeking an enthusiastic Client Administrator to be the glue between clients and their advisors. \n\nElevate your finance career with a firm that is committed to building trusted long-term relationships and thrive in providing dynamic financial services. If being proactive is a natural attribute to yourself, demonstrate this skill and many more in a company that will appreciate your support and what you bring to their brand.
Therefore, if this applies to you and you are passionate about the financial market, we want to hear from you!\n\nAs the Client Administrator you will manage a range of clientele actively reporting to the Administration Manager and Advisors. \n\nThis role is ideal for someone with prior experience in a client or customer service role and is looking for a great opportunity to advance your career.\n\nWhy join our client?\n\n25 days holiday (plus additional one each year)\nBuy additional holiday allowance\nUp to a 20% annual bonus scheme (performance based)\nHybrid working offering 2 days from home\nEarly finish Friday's \nLife cover 4x salary\nPay for relevant industry training materials, course and exams\nRecruitment referrals bonus\n2 hours off for your birthday\nFresh fruit, cereals and porridge provided daily \n\nThis Administrator role will hold the below responsibilities: \n\nMeeting Preparation\nProvide a point of contact for all queries pertinent to your role from the team\nProvide technical support to the team\nBusiness Submissions\nManage and resolve technical queries\nLiaise with clients to provide help and information on technical issues queries raised\nKeep up with all industry and internal changes that will affect your role\nShow willingness to expand and increase knowledge of all areas of financial services – specifically pensions, investments and tax and trusts\nUpdating all client confidential information to all relevant platforms\nSupporting new members of the team\nPersonally managing workflow\nThe ideal candidate for this Administrator position will hold: \n\nPrevious customer service and administration exposure is essential \nNaturally a confident communicator who can manage internal and external relationships \nFull UK Driving License and own vehicle due to remote location \nThe ability to confidently prioritise tasks and strategically multi-task \nNaturally career hungry for investment and development \n\nOther job titles: Administrator, Client Administrator, Customer Service Administrator, Junior Account Manager, Client Account Manager