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 theFinancial Services Administrator will include the below responsibilities:Handling client administration for IFAs, including new business and policy renewalsDeal and solve client enquiries promptly and effectivelyManaging policy servicing, performing valuations, and working with online systemsWriting reports, researching the market, and recommending appropriate solutions for clientsBuilding relationships with insurers to secure the best service and terms
The ideal candidate for thisFinancial Services Administratorrole will require:Previous administration exposure in financial services is essentialPrevious exposure writing suitability reportsExperience using Intelligence Office systems is preferred but not essentialA naturally confident communicatorA relationship builder looking to provide a professional and personable serviceAttentive with a keen eye for detailPrevious exposure with financial wealth would be advantageous
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