IT & MI Coordinator: Data, Salesforce & IT Support

Siamo Recruitment; Swindon; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Bonus up to 20%

Training budget

25 days leave

Salary reviews

Referral bonus £250

On-site parking

Fresh fruit daily

Early finish Fridays

Holiday shutdowns

Birthday time off

Job summary

Siamo Recruitment is working with a leading South West financial services provider to recruit an IT & MI Coordinator/Junior IT Analyst. The role handles regular business reporting via Salesforce and serves as first-line internal IT contact, interfacing with an external IT partner.

The position offers a hybrid working model, a strong bonus scheme, and a comprehensive benefits package. The ideal candidate is tech-savvy, highly organized, and capable of navigating multiple software platforms.

Qualifications

• 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.

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.

Job description

Siamo Recruitment is working with a leading South West financial services provider to recruit an IT & MI Coordinator/Junior IT Analyst. The role handles regular business reporting via Salesforce and serves as first-line internal IT contact, interfacing with an external IT partner.

The position offers a hybrid working model, a strong bonus scheme, and a comprehensive benefits package. The ideal candidate is tech-savvy, highly organized, and capable of navigating multiple software platforms.