Financial Services Administrator | Suitability Reports Pro

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

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.