Executive Assistant - Financial Services
Siamo Recruitment a division of Siamo Group.
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 Assistant will 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 solutions for clients
- Building relationships with insurers to secure the best service and terms
The ideal candidate for this Executive Assistant role will require:
- Previous administration exposure in financial services is essential
- Experience using Intelligence Office systems is preferred but not essential
- A naturally confident communicator
- A relationship builder looking to provide a professional and personable service
- Attentive with a keen eye for detail
- Previous exposure with financial wealth would be advantageous
Commutable within 30 mins: Tetbury, Chippenham, Cirencester, Stroud, Swindon, Wotton-under-Edge.
INDCIRFIN
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