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We at Siamo Recruitment are excited to present an outstanding opportunity to join our client’s vibrant and supportive team as an Executive Assistant. In this crucial role, you will be essential in facilitating seamless communication between Advisors and the wider team, directly contributing to the ongoing success of the business.

Our client is a prominent and respected Swindon-based company within the finance sector, celebrated for their unwavering commitment to employee welfare and career advancement. They have earned a stellar reputation within the industry and the local community alike. By joining this thriving and diverse organisation, you’ll be making a significant impact while advancing your career in a dynamic environment.

We are searching for a motivated and detail-oriented professional who is dedicated to delivering exceptional service in a high-performance setting. If you are an organised, proactive individual seeking to elevate your career, this role provides an excellent platform to grow and be rewarded for your hard work.

What’s on Offer as an Executive Assistant:

25 days of annual leave, plus bank holidays, with the allowance increasing yearly up to 30 days.

Competitive contributory pension scheme.

Performance-based bonuses tied to individual achievements.

Team bonuses based on overall company performance.

Life cover, healthcare support, and death-in-service benefits.

Regular company events and celebrations.

Early finish on Fridays.

Breakfast options provided in the mornings.

Extensive training opportunities with tailored growth plans.

Support (both time and financial) for pursuing relevant qualifications.

Core Responsibilities as an Executive Assistant:

Take detailed meeting notes and prepare review letters within the business’s CRM system, ensuring accurate documentation.

Attend all external client meetings alongside an Advisor, with the added responsibility of driving the Advisor when necessary.

Manage technical queries by liaising with the Advisor to provide consistent and accurate responses.

Provide additional support within the wider team when required.

Redirect queries allowing the Advisor to focus on business growth and strategic initiatives.

Stay informed on market trends and relevant regulatory changes.

Efficiently book and manage client prospect meetings and review sessions.

Build strong client relationships, acting as their primary contact in the Advisor’s absence.

The Ideal Executive Assistant Will Possess:

Proven experience in a support role within financial services or a similar industry.

Strong communication skills, both written and verbal.

Exceptional organisational skills with a keen eye for detail.

The ability to build and maintain trusted relationships with clients and colleagues, fostering a collaborative environment.

A proactive, self-motivated approach, coupled with excellent time management abilities.

A calm and professional demeanour.

Familiarity with CRM systems and proficiency in Microsoft Office, particularly Excel.

A commitment to client confidentiality and an ethical, professional approach to work.

A full UK driving license is mandatory for this role, as travel to client meetings is required