Exciting Opportunity: Administrator - Shrewsbury (Permanent Role)We are currently recruiting for an Administrator to join a leading firm at their Shrewsbury office. This is a fantastic opportunity for an experienced individual to support a dynamic team and contribute to the smooth running of daily operations.The RoleAs an Administrator, you will play a key role in ensuring the efficiency of administrative processes. From preparing documentation to liaising with clients and colleagues, your contributions will be vital to the team's success.Key Responsibilities
- Providing daily administrative support to the team and assisting senior colleagues as needed.
- Preparing suitability reports and managing investment review cycles.
- Communicating professionally with Financial Advisers, clients, and internal teams.
- Handling the preparation and processing of client documentation and account updates.
- Monitoring and facilitating asset and cash transfers between institutions.
- Managing ISA subscriptions and transfers.
- Processing payments accurately and efficiently.
- Collaborating with internal Business Support teams to oversee client account administration.
What We're Looking For
- Proven administrative experience, ideally within wealth management or a related sector (although training will be provided).
- Intermediate proficiency in Microsoft Word, Excel, and Outlook.
- Strong organizational skills, attention to detail, and the ability to work effectively under deadlines.
Desirable Attributes
- A proactive, self-motivated individual with a strong sense of integrity.
- Clear and professional communication skills, both written and verbal.
- Enthusiasm, reliability, and a passion for delivering high-quality work.
What's on OfferThis is a unique opportunity to join an organization that values professional growth, teamwork, and making a positive impact. The successful candidate will benefit from:
- Supportive leadership committed to your development through coaching and mentoring.
- Opportunities to work with industry experts in a collaborative environment.
- A chance to make a meaningful difference to clients and the wider community.
- A progressive, flexible workplace offering hybrid working options
If you are a motivated and experienced administrator looking for a challenging and rewarding role, we want to hear from you! Apply today to take the next step in your career.