Office Administrator - Financial Services

Siamo Recruitment are proud to be partnering with a well-established financial firm based in Swindon. 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 opportunity providing stability, responsibility and cross department engagement working hand in hand with the Advisers and their clients.As the Meeting Pack Administrator you will need an attentive eye, a passion for presentation and communicative nature.Our client has been established since the early 2000s and leads the way with their passion for providing an excellent experience.Due to the nature of the role financial service exposure is essential.What does our clients benefits scheme include?Up to a 20% annual bonus scheme (performance based)Professional investment plans for relevant courses, exams and industry training materials25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)Annual salary reviewsRecruitment referrals bonus of £250.00Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthdayFree on-site parkingFresh fruit, cereals and porridge provided dailyThis Administrator role will hold the below responsibilities:Preparing and maintaining packs for new, current and renewing clientsWorking with the FAs and Practice Manager to improve processesSupporting the FAs with reviews and updatesDealing with client calls on behalf of the firmArranging housekeeping meetings with the firms client baseSupporting all departments across the firm as and when requiredThe ideal candidate for this Administrator role will hold the below experience, skills and qualifications:Previous administrative and experience is essentialPrevious experience dealing with clients via the phone, email and face to facePrevious experience within financial services (banking, investment, insurance or wealth management)SalesForce exposure would be advantageousMicrosoft Office proficient with exposure using CRMs and ZoomExcellent communication skills with the ability to converse with all levelsAttentive with an eye for detailFull UK Driving License and Own VehicleTPBN1_UKTJ