Senior Administrator

Job Title: Senior Administrator
Hours: Full Time, Monday to Friday, 9:00am - 5:00pm (1 hour lunch)
Location: Meriden (office-based with 1 day WFH after probation)
Salary: £28,000 - £33,000 per annum (dependent on experience)
Benefits: 25 days annual leave plus bank holidays, Contributory Pension Scheme, private healthcare, free parking, study support, hybrid working (post-probation)

An exciting opportunity has arisen for a Senior Administrator to join a well-established and highly regarded organisation. This is a fantastic opportunity within a professional and supportive environment, offering long-term stability and development.

This position will suit an organised and detail-oriented individual who enjoys providing high-quality administrative support and is happy to build a long-term career within an administration-focused role. While study support and progression opportunities are available, the business is keen to find someone who is comfortable remaining in an administrative position for the foreseeable future.

Duties include:

• Providing comprehensive administrative support to Financial Planners
• Acting as a key liaison between Financial Planners and Paraplanners
• Managing and updating diaries for busy Financial Planners
• Liaising with clients and maintaining excellent customer service standards
• Maintaining and updating client records on internal systems
• Preparing client review packs and supporting post-meeting actions
• Handling Letters of Authority and liaising with providers to process business efficiently
• Assisting with suitability reports and processing new business including pensions, ISAs and fund switches

Skills and experience required:

• Excellent administrative and organisational skills
• High attention to detail and accuracy
• Confident user of Microsoft Office
• Strong communication skills, both written and verbal
• Ability to manage multiple tasks and work collaboratively within a team
• Proactive, flexible and professional approach
• Experience within a Financial Planning or Wealth Management environment, Strong knowledge of pensions, investments and protection products desirable but not essential

Apply now or contact Tirebuck Recruitment for further information. If successful, one of our consultants will be in touch for a confidential discussion about your experience and suitability for the role.

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