At a Glance
- Tasks: Manage new business cases and support a busy advisory team.
- Company: A growing, forward-thinking financial services organisation in Wirral.
- Benefits: £25K salary, 25 days holiday, Christmas shutdown, and pension.
- Other info: Perfect for proactive individuals who thrive in fast-paced environments.
- Why this job: Join a supportive team and make a real impact on client journeys.
- Qualifications: Experience in admin roles, strong organisational and communication skills.
The predicted salary is between 25000 - 25000 € per year.
Looking to build your career in financial services with a growing, forward-thinking organisation? This is an excellent opportunity for a highly organised and client-focused individual who thrives in a fast-paced environment. Working as part of a supportive and professional team, you'll play a key role in delivering a seamless client journey from application through to completion. This position is ideal for someone who enjoys managing multiple priorities, has strong attention to detail, and takes pride in delivering exceptional service at every stage. If you're proactive, confident in communicating with a range of stakeholders, and enjoy being the backbone of a busy advisory team, this could be the perfect next step.
About the Role
- Role: Permanent, full-time
- Location: Wirral office Monday - Friday
- Salary: £25K per annum plus performance related bonuses
- Benefits: 25 days holiday plus bank holidays, Christmas shutdown, pension, plus more!
Key Responsibilities
- Manage new business cases from submission through to completion, ensuring accuracy and timeliness.
- Prepare and maintain client files, ensuring all documentation meets regulatory requirements.
- Liaise with advisers, clients, and third-party providers to progress applications efficiently.
- Support advisers with pipeline management, reporting, and case updates.
- Provide general administrative and operational support to ensure smooth daily office function.
Key Skills & Experience
- Previous experience in an administrative or client support role.
- Strong organisational skills with the ability to manage multiple tasks effectively.
- Excellent communication skills, both written and verbal.
- High attention to detail and accuracy in all aspects of work.
- Proficient in Microsoft Office.
- Experience in Salesforce would be beneficial but not essential.
Administrator in Birkenhead employer: Roberts Webb Recruitment
Join a dynamic and supportive team in Wirral, where your role as a New Business Administrator will be pivotal in enhancing the client experience within the financial services sector. With a focus on employee growth, we offer 25 days of holiday, a Christmas shutdown, and performance-related bonuses, all within a culture that values organisation, attention to detail, and exceptional service. This is not just a job; it's an opportunity to thrive in a fast-paced environment while contributing to a forward-thinking organisation committed to your professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator in Birkenhead
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to the Administrator role. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 3
Showcase your organisational skills during the interview. Bring examples of how you've managed multiple tasks or projects in the past. This will demonstrate that you're the perfect fit for a fast-paced environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Administrator in Birkenhead
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your organisational skills and attention to detail, as these are key for the New Business Administrator role.
Craft a Compelling Cover Letter:Use your cover letter to showcase your enthusiasm for the role and the company. Mention how your previous experience aligns with managing new business cases and supporting a busy advisory team.
Showcase Your Communication Skills:Since communication is vital in this role, ensure your written application is clear and professional. Use concise language and check for any typos or errors before submitting.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Roberts Webb Recruitment
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a New Business Administrator. Familiarise yourself with managing new business cases and the importance of accuracy and timeliness in your work. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Show Off Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks. Be ready to discuss how you prioritised your workload and ensured everything was completed on time, as this will show you're the right fit for a fast-paced environment.
✨Communicate Like a Pro
Excellent communication is key in this position. Practice articulating your thoughts clearly and confidently. Think about how you would explain complex information to clients or colleagues, and be prepared to showcase your ability to liaise effectively with various stakeholders during the interview.
✨Attention to Detail is Crucial
Highlight your attention to detail by discussing specific instances where your meticulousness made a difference. Whether it was catching an error in documentation or ensuring compliance with regulations, showing that you take pride in delivering exceptional service will resonate well with the interviewers.
