Financial Services Administrator

Siamo Recruitment a division of Siamo Group; Badbury; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency seeks a Finacial Services Administrator to support clients and financial advisors in a fast-paced environment. This entry-level role involves monitoring client cases, handling inquiries, and supporting day-to-day tasks. The ideal candidate is organised, possesses strong communication skills, and is eager to learn. Offering a hybrid working model, performance-related bonuses, and career progression opportunities, this position is perfect for those looking to grow within a dynamic wealth management firm.

Benefits

Competitive salary

Performance related bonus

Early finish on Fridays

25 days annual leave

Pension scheme

Company outings

Qualifications

• Friendly and well-organised.
• Able to follow processes and procedures.
• Capable of working independently and as part of a team.
• Able to communicate complex information clearly.
• Eager to learn and adapt quickly.

Responsibilities

• Monitor client cases, booking meetings when needed.
• Handle client queries and provide clear responses.
• Support the advisor with emails and follow-up tasks.
• Complete documentation and due diligence.
• Prepare meeting notes and review letters.

Skills

Organisational skills

Communication skills

Client service focus

Independent working

Team collaboration

Adaptability

Job description

We here at Siamo Recruitment are thrilled to be working with one of the UK's top wealth management firms, recognised for its high standards and forward‑thinking approach.

The Finacial Services Administrator role offers a fantastic opportunity to gain a well‑rounded understanding of the business by providing support across the entire team. It is a position that allows you to develop a broad range of skills while continuing your professional growth within a dynamic, growing, and thriving industry.

Founded in 2002, this strong brand was built on a commitment to delivering personalised financial advice through a truly holistic approach.

The company aims to exceed expectations by recognising that financial needs and circumstances naturally evolve.

This is an introductory role that gives you the opportunity to work closely with both team members and customers.

You’ll build and strengthen relationships while providing valuable support to the UK's financial advisors.

What can the client offer:

• Competitive starting salary starting from (phone number removed)
• Performance related bonus scheme paid up to 25% of annual salary
• Early finish on Fridays
• Hybrid working environment
• 25 days annual leave, with additional days awarded based on years of service
• Clear career progression and support to achieve further professional qualifications
• Pension scheme
• Christmas and summer company outings

Role Responsibility:

• Monitor client and prospect cases, booking meetings when needed
• Handle client queries and provide clear, timely responses
• Support the advisor by managing emails, calls and follow‑up tasks
• Complete required documentation and due diligence for case submissions
• Prepare meeting notes and review letters, keeping all systems fully updated

The ideal candidate for the Role:

• Friendly and well‑organised
• Able to follow processes and procedures and update CRM systems accurately
• Capable of working effectively both independently and as part of a team
• Able to communicate complex information clearly and confidently
• Eager to learn and quickly adapt in fast‑paced environments
• Strong telephone manner with a focus on delivering excellent client service

Like minded job titles:

• Personal assistant
• Administrative assistant
• Business support assistant
• Project coordinator
• Team assistant

Commutable from within 30 Minutes: Swindon