Siamo recruitment has partnered with a well-established financial firm based in Swindon. This highly successful firm is seeking an enthusiastic Financial Service Administrator to be the glue between clients and their advisors.
This role is ideal for someone with prior experience in an administration or PA role and is looking for a great opportunity to advance your career.
Why join our client?
* 25 days holiday (plus additional one each year)
* Buy additional holiday allowance
* Hybrid working offering 2 days from home
* Early finish Friday's
* Life cover 4x salary
* Pay for relevant industry training materials, course and exams
* Recruitment referrals bonus
* 2 hours off for your birthday
* Fresh fruit, cereals and porridge provided daily
Responsibilities
* Being first point of contact for the companies 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
Qualifications
* Previous administrative experience is essential
* Previous experience dealing with customers via the 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 CRM's 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
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