Office Admin and Support
1 day ago
Office Administrator / Support Location: Swindon
Contract: Full-time, permanent
A highly reputable and people-focused wealth management firm in Swindon is looking for a proactive Office Administrator / Support to join their friendly team. The company is well established, client-centred and offers a supportive, stable working environment with excellent long-term opportunities.
This role provides essential administrative support to Advisers, the Managing Director and the wider team. You’ll help keep client records accurate, ensure meeting notes are completed, and play a key part in the smooth running of the client review process. It’s a great opportunity for someone organised, detail-driven and looking to build a career within financial services.
Maintain CRM/Salesforce records and ensure all client information is accurate.
Support Advisers with admin tasks, workflow management and documentation.
General office duties including scanning, filing, printing, post handling and occasional phone cover.
Chase outstanding information and assist the team with day-to-day support tasks.
Confident using Microsoft Office (Word, Excel, Outlook, Teams).
Financial services experience helpful but not essential — full training provided.
Early finish every Friday.
~25 days holiday + bank holidays (option to buy/sell).
~ Company pension scheme.
~ Birthday gifts, Christmas vouchers and regular social events.
~ If you’re looking for a stable, welcoming workplace with great long-term prospects, apply today or reach out for a confidential chat.
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