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Administrator
Job Posted: 6 hours ago
Salary: £ 25,000 - 33,000 / Annum
Job Type: Permanent
Location: Leamington Spa
Expire in: a month
Job Description
Administrator
£25k - £33k DOE + Benefits
Permanent
Leamington Spa
Full Time Monday - Friday (hybrid working)
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.
Fybrid working patten 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.
About Harper Recruitment Group:
Harper Recruitment Group has been offering high-quality recruitment services across Nottingham, Derby and the wider East Midlands since 1987, specialising in recruiting business support professionals of all levels on a permanent, contract or temporary basis.
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