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Siamo Group
Part-Time Administrator (Financial Services)Siamo Group • Malmesbury, Wiltshire, UK
Part-Time Administrator (Financial Services)

Part-Time Administrator (Financial Services)

Siamo Group • Malmesbury, Wiltshire, UK
26 days ago
Salary
£15.00 hourly
Job type
  • Part-time
Job description

Salary/Rate: £15/hour + 25 Days Annual Leave Entitlement

Working Hours: 09:00 17:00 Thursday & Friday OR 10:00 14:30 Wednesday, Thursday & Friday (Can be negotiated)

We here at Siamo are thrilled to be working with an established, family-run financial services firm that operates across a variety of financial.

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 Executive Assistant you will work closely with a Financial Advisor, providing essential administrative support while delivering an excellent customer service experience to clients.

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 the Executive Assistantwill includes the below 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 solution...
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Part-Time Administrator (Financial Services) • Malmesbury, Wiltshire, UK

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