Financial Services Administrator — Hybrid, Career Growth

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

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.