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Administrator Warrington

  • Location: Warrington
  • Salary: £21,000 per year
  • Job Type:Permanent

Posted 8 months ago

  • Sector: Front-Line Talent
  • Contact: Lauren Dono
  • Contact Email:
  • Contact Phone: 0161 883 2795
  • Expiry Date: 07 December 2023
  • Job Ref: LD/11094


Monday - Friday  9am - 5pm, permanent 

Salary: Upto £21,000

Location: Warrington and Sale

We seek to appoint an administrator, who will work alongside and support a small team of Independent Financial Advisers, supporting the delivery of flawless administrative services to provide a singularly brilliant client experience.

The successful candidate will have a positive attitude towards change and improvement in both personal and team delivery, alongside an appetite to learn.  This role is to cover a region of our offices which include, Ossett, Glossop and Chesterfield and the time spent in each office will be based on business needs.

Administrator responsibilities:

  • Efficiently process all administration relating to new/existing business and servicing queries.

  • Liaising with providers and the wider business to request information, as necessary.

  • Producing valuations and preparing client packs in advance of client meetings.

  • Preparing suitability letters.

  • Analyse and action the results of reports.

  • Respond to written and telephone enquiries from clients and providers.

  • Maintain client records within the back-office system in an orderly and comprehensive manner.

  • Ensuring all required documentation is always on file.

  • Ensuring all meeting follow-up work is completed within agreed timescales.

  • Working within compliance framework.

What we look for in an Administrator:

  • Experience in the financial industry, Banking, pensions desirable but not essential.

  • Excellent verbal and written communication skills across all mediums, to include Microsoft Word and Excel along with in house IFA systems and provider websites.

  • Ability to prioritise and organise own workload.

  • Ability to work well in a small team and demonstrate a high standard of client experience and a desire to help others.

  • Excellent telephone manner and interpersonal skills.

  • High attention to detail and accuracy.

  • A responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively.

  • Adaptable and able to self-manage time.

  • Great organisational skills.

  • Flexible approach to work environment, with a willingness to travel to our other offices

Our Benefits:

  • Career progression

  • Structured Training

  • Private health insurance

  • Pension Scheme

  • Bonus Scheme

  • Employee assistance programme

  • Enhanced Annual leave package

  • Company Events