Senior Administrator

Job Title: Senior Administrator

Job Type: Full-time

Location:Leamington Spa, Warwickshire (9-5, Monday-Friday office based)

Salary: £32,000 - £35,000 per annum

Job Description:

Join our esteemed family-run business and seize an exceptional opportunity to develop your career in a supportive and nurturing environment. In this role, you’ll work closely with our Senior Partner and Practice Administrator, providing high-quality technical support and enhancing our Wealth business processes. We are committed to delivering outstanding service to our clients and providers, so professionalism and effective communication are paramount.

You’ll have the chance to thrive in a collaborative culture where your contributions are valued. The ability to meet deadlines, prioritise tasks, and adapt in a fast-paced setting is essential. If you’re proactive and enjoy problem-solving, you’ll find a rewarding path here. Previous experience as a technical administrator is crucial for this position.

Responsibilities:

• Working closely with the Wealth Team and support both Mike and Practice Administrator
• Gathering relevant information from Clients for a smooth on-boarding on our systems and in preparation for new business
• Being a key person to maintain our client relationships with a professional manner and positive outlook
• Administering the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance
• Utilising and fully understand our submission process and system
• Obtaining provider quotations, illustrations and supporting documentation in preparation for client meetings
• Contacting clients existing providers in order to obtain policy specific information which will be used for transfer analysis and reporting purposes
• Preparing Suitability Report templates for client reviews, ongoing service events and new business applications
• Managing and updating the CRM and spreadsheet systems to ensure the delivery of ongoing service requirements, maintaining accurate records.
• Understanding and delivering all client facing material for new business and servicing meetings
• Obtaining valuations and information about clients existing policies and investments.

Required Skills & Qualifications:

• IT literate; proficient in Microsoft Office 365 (Outlook, Word, Excel)
• Extensive experience providing administrative support
• Ability to work independently and use own initiative
• Passion for supporting others
• Excellent written and verbal communication skills
• Have a methodical approach to workload and prioritisation
• Experience using Cashflow forecasting is preferable but not essential
• Excellent organisation and prioritising skills.

Benefits:

• Caring and friendly team who work in unison and are truly supportive of one another. Being in the office all together is when we are at our best, the mix of personalities makes it a great environment to work in
• Planned quarterly fun days for team bonding activities and as reward for all the hard work
• Support is offered when needed on both personal development and any on-going training that may be required - ultimately, we want to do all we can to help you succeed and enjoy your role
• In addition to an attractive salary, you will also receive an opportunity to opt-in to a company pension scheme, 21 days holiday plus bank holidays and approximately 2 weeks off during the festive period.

Join us and make a difference - apply today!