Office Administrator/Support
other jobs Heat Recruitment
Added before 17 hours
- England,South West,Wiltshire,Swindon
- Full Time, Permanent
- £25,000 per annum
Job Description:
Office Administrator / Support
Location: Swindon
Salary: Up to £25,000
Hours: Mon–Thu 8:30–5, Fri 8:30–3
Contract: Full-time, permanent
About the FirmA 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.
The RoleThis 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.
Key Responsibilities*Prepare and update client meeting notes via SOFI AI and produce review letters.
*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.
About You*Highly organised with strong attention to detail.
*Excellent communication skills and a professional, friendly manner.
*Confident using Microsoft Office (Word, Excel, Outlook, Teams).
*Able to manage your workload independently and work well within a small team.
*Financial services experience helpful but not essential — full training provided.
Benefits*Early finish every Friday.
*25 days holiday + bank holidays (option to buy/sell).
*Company pension scheme.
*Birthday gifts, Christmas vouchers and regular social events.
*Supportive environment with scope to grow and develop.
If you’re looking for a stable, welcoming workplace with great long-term prospects, apply today or reach out for a confidential chat.
Location: Swindon
Salary: Up to £25,000
Hours: Mon–Thu 8:30–5, Fri 8:30–3
Contract: Full-time, permanent
About the FirmA 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.
The RoleThis 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.
Key Responsibilities*Prepare and update client meeting notes via SOFI AI and produce review letters.
*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.
About You*Highly organised with strong attention to detail.
*Excellent communication skills and a professional, friendly manner.
*Confident using Microsoft Office (Word, Excel, Outlook, Teams).
*Able to manage your workload independently and work well within a small team.
*Financial services experience helpful but not essential — full training provided.
Benefits*Early finish every Friday.
*25 days holiday + bank holidays (option to buy/sell).
*Company pension scheme.
*Birthday gifts, Christmas vouchers and regular social events.
*Supportive environment with scope to grow and develop.
If you’re looking for a stable, welcoming workplace with great long-term prospects, apply today or reach out for a confidential chat.
Job number 3184842
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metapel
Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...