• Job Reference: 1108700693-2
  • Date Posted: 8 September 2023
  • Location: Solihull, West Midlands
  • Salary: £20,000 to £22,000
  • Bonus/Benefits: Training, healthcare, bonus
  • Sector: Administration
  • Job Type: Permanent

Job Description

Role: Administrator

Contract: Permanent

Location: Shirley Solihull

Salary: Up to 22,000 plus annual bonus

Benefits: Free parking, 25 days holiday plus bank holidays, healthcare, annual bonus, training/study support and share scheme

We are working on behalf of a leading financial service organisation who is seeking to recruit an Administrator to join their friendly team of 8 Administrators to add further support to their Financial Advisors as they are a growing practice.

This role would be an ideal position for someone who wants to progress in Paraplanning and Financial Services. The successful Administrator would be given support to complete their Financial Planning Diploma to move to Advisor or Paraplanner status in the future.

The role is office based full time working Monday to Friday 9am until 5pm. It is a very successful practice which prides itself on a harmonious working environment.

Role and responsibilities:

  • As an Administrator you would be acting as a first point of contact into the business in a professional manner
  • Producing letters to send to clients in MS Word to clarify data on file and chase for relevant documentation to complete client files
  • Interacting with providers to accurately submit client files in a timely manner
  • Preparing paperwork for Advisors ahead of client meetings
  • Supporting Advisors with managing their caseload effectively
  • Ensure all data and administration records are correctly processed and up to date in adherence to compliance procedures and financial service regulations
  • Daily use of internal database and Microsoft packages in particular Word
  • Building long term relationships with clients, providers and colleagues
  • General administrative duties as required

Skills and experience required:

  • Excellent verbal and written communication skills is essential
  • Positive, can do and enthusiastic mentality
  • Knowledge or an interest in Financial Services


  • Free onsite parking
  • 25 days holiday plus bank holidays
  • Private healthcare
  • Company share scheme
  • Annual performance bonus
  • Opportunity to complete industry qualifications

If you have the relevant skills and experience, and actively seeking a new position to further your passion in the Financial Services industry starting as an Administrator then please apply today.