Personal Support Administrator

We at Siamo Recruitment are delighted to present an exceptional opportunity to join our client’s vibrant and supportive team as a Personal Support Administrator. This role is crucial to the seamless communication and coordination between Advisors and the broader team, directly contributing to the business's ongoing success.

Our client is a well-established and highly regarded business in the finance sector, based in Swindon. Recognized for their strong commitment to employee welfare and career development, they have earned an outstanding reputation both within the industry and the local community. In this role, you’ll be part of a thriving and diverse organization, making a significant impact on their continued success.

We’re seeking a driven, detail-oriented professional who is passionate about delivering exceptional service in a high-calibre environment. If you’re well-organized, proactive, and ready to advance your career, this role offers the perfect platform. Your dedication and effort will be highly valued and rewarded in this position.

What’s on offer as a Personal Support Administrator:

• 25 days of annual leave, plus bank holidays, with the allowance increasing annually up to 30 days.
• A competitive contributory pension scheme.
• Performance-based bonuses that reward individual achievements and contributions.
• Team bonuses linked to overall company success.
• Comprehensive life cover, healthcare support, and death-in-service benefits.
• Regular company events and celebrations to foster team spirit.
• Early finish on Fridays to kickstart your weekend.
• Morning breakfast options provided.
• Extensive training opportunities, with personalized growth plans.
• Support (both time and financial) for pursuing relevant qualifications.

Core Responsibilities as a Personal Support Administrator:

• Attend all external client meetings with an Advisor, providing driving support when needed.
• Take detailed meeting notes and prepare review letters within the company’s CRM system.
• Efficiently book and manage client prospect meetings and review sessions.
• Prioritize client outcomes to ensure exceptional service and satisfaction.
• Manage technical queries by coordinating with the Advisor for accurate and consistent responses.
• Redirect queries to enable the Advisor to focus on business growth.
• Provide approachable and proactive support to the entire team.
• Stay informed about market trends, regulations, and key developments to boost your effectiveness.
• Cultivate strong client relationships, acting as their primary contact when the Advisor is unavailable.

The Ideal Personal Support Administrator will have:

• Proven experience in a support role within financial services or a similar industry.
• Strong communication skills, both written and verbal, with the ability to clearly interpret and convey complex information.
• Exceptional organizational skills with a keen eye for detail, particularly in record-keeping and client management.
• The ability to build and maintain trusted relationships with both clients and colleagues.
• A proactive, self-driven approach with excellent time management abilities.
• A calm, professional demeanour, even in high-pressure situations.
• Familiarity with CRM systems and proficiency in Microsoft Office, especially Excel.
• A strong commitment to client confidentiality and a professional, ethical approach to work.
• A full UK driving license is essential.