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For Companies At a Glance
- Tasks: Support financial advisers and manage client documentation for smooth operations.
- Company: Respected financial planning organisation with a vibrant culture.
- Benefits: Competitive salary, hybrid working, yearly bonuses, and tailored flexible benefits.
- Why this job: Join a driven team and develop your skills in a supportive environment.
- Qualifications: Experience in workplace administration and strong communication skills.
- Other info: Great career progression opportunities and investment in your learning.
The predicted salary is between 20000 - 28000 £ per year.
We're looking for a proactive and organised Administrator to support financial advisers and workplace clients. You'll help manage pension referrals, employee benefit schemes, client documentation and ongoing employer relationships, ensuring everything runs smoothly and efficiently. This is a great opportunity to develop within a respected financial planning organisation.
Key Responsibilities
- Process and manage workplace client documentation
- Act as a point of contact for pension referrals, client communication and provider updates
- Create, update and track pension referral leads
- Produce pension governance and scheme information
- Obtain quotations, applications and paperwork for adviser meetings
- Support the renewal of employee benefit schemes, including checking and issuing annual accounts
- Liaise with employers to gather employee data and submit to providers
- Maintain accurate client and plan records on Intelligent Office
- Upload documentation and correspondence in line with company procedures
- Manage tasks and inbox tracking efficiently
- Handle incoming calls and correspondence professionally
- Respond promptly to queries from clients, providers, and advisers
- Complete ad-hoc administrative tasks as needed
What We're Looking For
- Experience in employee benefits, workplace administration or group pensions
- Strong written and verbal communication skills
- Confident liaising with clients, colleagues and providers
- Excellent organisation, time-management and prioritisation skills
- Ability to work to strict deadlines with high accuracy
- IT literate, including Microsoft Office
- Self-motivated and customer-focused
- Experience using Intelligent Office
- Background in financial services or wealth management (desirable)
What's in it for you?
- Vibrant culture based on trust and respect.
- Hybrid working pattern to suit you (2/3 office/home)
- Working as part of an established team of likeminded, driven high performing individuals.
- Investment in your learning and development.
- Yearly bonus payments in line with individual performance.
- Flexible benefits tailored to suit you
- Career progression and development opportunities
- Plus, much more!
Apply NOW to avoid disappointment!
Due to the large volume of applications, we receive, we are unfortunately unable to contact all candidates. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.
Administrator in Royal Leamington Spa employer: Harper Recruitment
Contact Detail:
Harper Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator in Royal Leamington Spa
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for an Administrator role, and who knows? They might just have the perfect lead for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how you can contribute as an Administrator. This will help you stand out and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! As an Administrator, you'll be liaising with clients and colleagues regularly. Role-play common scenarios with a friend to boost your confidence and ensure you come across as professional and approachable.
✨Tip Number 4
Don't forget to apply through our website! We often have exclusive roles listed there, and it’s a great way to get noticed. Plus, it shows you're proactive and keen to join our team!
We think you need these skills to ace Administrator in Royal Leamington Spa
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Administrator role. Highlight your experience in employee benefits and workplace administration, as well as any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your strong communication skills and your ability to manage tasks efficiently. Let us know what excites you about working with us at StudySmarter.
Showcase Your IT Skills: Since the role requires being IT literate, especially with Microsoft Office and Intelligent Office, make sure to mention any relevant experience. We love candidates who are tech-savvy and can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re proactive and keen to join our vibrant team!
How to prepare for a job interview at Harper Recruitment
✨Know Your Stuff
Before the interview, make sure you understand the key responsibilities of the Administrator role. Familiarise yourself with terms like pension referrals and employee benefit schemes. This will help you speak confidently about how your experience aligns with what they’re looking for.
✨Show Off Your Organisation Skills
Since this role requires excellent organisation and time-management skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and keep everything running smoothly.
✨Practice Your Communication
Strong written and verbal communication is crucial for this position. Consider practising common interview questions with a friend or in front of a mirror. Focus on being clear and concise, especially when discussing your experience liaising with clients and colleagues.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture or the team you’ll be working with. This shows your genuine interest in the role and helps you determine if it’s the right fit for you.
