Financial Services Administrator

Siamo Recruitment a division of Siamo Group; Malmesbury; On-site; GBP 21,000 - 28,000; Full time

Job summary

Siamo Recruitment a division of Siamo Group, a family-run financial services firm, is seeking a Financial Services Administrator to support Financial Advisers and Insurance Specialists. You will write suitability reports and handle client administration with a focus on delivering excellent service.

The role involves dealing with new business, policy renewals, and liaising with insurers to obtain the best terms. Strong communication and attention to detail are essential for success.

Qualifications

• Previous administration exposure in financial services is essential.
• Experience writing suitability reports.
• Experience using Intelligence Office systems is preferred but not essential.

Responsibilities

• Handling client administration for IFAs, including new business and policy renewals
• Deal and solve client enquiries promptly and effectively
• Managing policy servicing, performing valuations, and working with online systems
• Writing reports, researching the market, and recommending appropriate solutions for clients
• Building relationships with insurers to secure the best service and terms

Skills

Administration experience

Excellent communication

Relationship building

Client service

Tools

Intelligence Office systems

Job description

We here at Siamo are excited to be working with an established, family-run financial services firm that operates across a variety of financial services.

The company is built on a strong reputation for delivering a personable, client-focused experience with a consistent emphasis on developing long-lasting relationships and providing tailored support to every client.

As the Financial Services Administrator you will work closely with Financial Advisers and Insurance Specialists, providing essential administrative support while delivering an excellent customer service experience to clients.

A key part of this role will be writing suitability reports. Experience within this is essential.

You will play a pivotal role in ensuring all processes run smoothly, efficiently and to a high standard.

This fantastic opportunity offers both flexibility and stability, along with the chance to join a supportive and well-respected firm.

This role as the Financial Services Administrator will include the below responsibilities:

• Handling client administration for IFAs, including new business and policy renewals
• Deal and solve client enquiries promptly and effectively
• Managing policy servicing, performing valuations, and working with online systems
• Writing reports, researching the market, and recommending appropriate solutions for clients
• Building relationships with insurers to secure the best service and terms

The ideal candidate for this Financial Services Administrator role will require:

• Previous administration exposure in financial services is essential
• Previous exposure writing suitability reports
• Experience using Intelligence Office systems is preferred but not essential
• A naturally confident communicator
• A relationship builder looking to provide a professional and personable service
• Attentive with a keen eye for detail
• Previous exposure with financial wealth would be advantageous