IT & MI Coordinator

Siamo Recruitment a division of Siamo Group; England; Hybrid; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Up to 20% annual bonus (performance)

Professional investment plans for cert

25 days annual leave + bank holidays

Annual salary reviews

Referral bonus £250

Early finish Fridays + seasonal events

Free on-site parking

Fresh fruit daily

Job summary

Siamo Recruitment a division of Siamo Group is seeking an IT & MI Coordinator to be the backbone of daily data and internal support. The hybrid role focuses on regular reporting in Salesforce and acting as the first-line IT contact, coordinating with an external IT hardware partner.

The ideal candidate will be tech-savvy, highly organized, and comfortable navigating multiple software platforms, with Salesforce experience and an interest in AI development.

Qualifications

• Experience using Salesforce to navigate records, update fields, or run basic reports.
• Ability to prepare and adjust reports for financial data and lifespans.
• Comfortable communicating technical concepts to non-technical staff.

Responsibilities

• Generate and distribute weekly, monthly, and quarterly reports via Salesforce.
• Collaborate with Financial Advisors to provide data and adjustments.
• Audit client data fields in Salesforce for accuracy.
• Assist with basic Salesforce user management.
• Coordinate with a 3rd party IT firm on hardware, network or server issues.
• Track IT equipment and coordinate repairs for new starters.

Skills

Salesforce reporting

Data analysis

Stakeholder communication

Troubleshooting

Tools

Salesforce

Job description

We here at Siamo Recruitment are proud to working with one of South West's leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a IT & MI Coordinator.

Our client has been established since the early 2000's and leads the way with their passion for providing an excellent experience.

As the IT & MI Coordinator/Anaylst you will be the backbone of our clients daily data and internal support functions.

You will have a hybrid split of responsibilities: handling regular business reporting through Salesforce and acting as our first-line internal tech contact, liaising directly with our external, third-party IT hardware management partner.

Our client is looking for a tech-savvy problem solver who is highly organised, analytical, and comfortable navigating software platforms.

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 materials
• 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
• Annual salary reviews
• Recruitment referrals bonus of £250.00
• Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
• Free on-site parking
• Fresh fruit, cereals and porridge provided daily

Key Responsibilities:

• Generate and distribute weekly, monthly, and quarterly compliance, portfolio, and business performance reports via Salesforce
• Working with Financial Advisors to provide regular data and deliver adjustments when necessary
• Routinely audit client data fields inside Salesforce to ensure accuracy
• Assist with basic Salesforce user management
• Reporting to Senior Leadership
• Completing general coordination and analytical duties
• Act as the first point of contact for internal staff experiencing basic IT queries or hardware issues
• Work with a 3rd party IT firm regarding queries and requests surrounding hardware, network, or server issues directly to our external IT support firm
• Track internal IT equipment (laptops, screens, headsets) and coordinate with 3rd-party firms for repairs or setting up new-starter kits

The ideal candidate for this IT/MI Coordinator // Junior IT Analyst // Junior Operations Analyst will hold:

• Practical experience using Salesforce to navigate records, update fields, or run basic reports
• Preparing and adjusting reports to suit Financial data and lifespans
• Working with process improvement
• Natural interest in AI with the want to develop
• Financial services exposure would be advantageous however not essential
• Ability to juggle conflicting priorities
• Holds a natural comfort with technology, with a logical approach to troubleshooting
• Ability to explain simple technical solutions to non-technical staff
• Comfortable manipulating basic data sheets and spotting irregularities
• Ability to work with internal and external stakeholders including financial planners and the confidence to manage service tickets with external IT partner
• Full UK Driving License with own vehicle due to remote location

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