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Administrator

Solihull
Permanent
£28,000 a year
Posted: 2h ago
Offer description

Job Title: Administrator Contract: Permanent Salary: £28,000 per annum Location: Solihull (office-based) Hours: Monday to Friday, 9:00am - 4:30pm, 35 hours Benefits: 25 days annual leave plus bank holidays, contributory pension scheme Interview dates with our client: Week Commencing 27th April 2026 Proposed start date: Monday 4th May 2026 We are working exclusively with our client to recruit an Administrator to join their well-established and highly respected independent financial services business based in Solihull. This is a fantastic opportunity to become part of a small, friendly team that prides itself on delivering a personalised, client-first service. This role is perfect for someone with a strong administrative background who is organised, proactive, and confident supporting both advisers and clients, and who enjoys working as part of a small, successful independent business. Duties will include: Client & Adviser Support Providing day-to-day administrative support to a team of financial advisers Preparing client documentation, review packs and correspondence Managing adviser diaries and scheduling client appointments Handling inbound calls and emails, offering a professional and friendly service Working with Providers & New Business Contacting financial product providers to request valuations, policy information and updates Submitting new business applications and tracking progress through to completion Processing letters of authority and updating internal systems with provider responses Office & Compliance Administration Maintaining accurate, up-to-date client files in line with FCA compliance requirements Updating CRM systems and internal records Managing post, scanning, filing and general office administration Assisting with the preparation of documentation for client review meetings (no paraplanning qualification required) Technology & Systems Using Microsoft Office applications confidently, including Word, Excel and Outlook Updating templates and spreadsheets to support the advisory team Skills and experience required Proven experience in an administrative role (financial services desirable but not essential) Confident communicator with strong relationship-building skills Excellent attention to detail and accuracy Ability to plan, prioritise and work independently Comfortable managing multiple tasks in a small-office environment Proficient in Microsoft Office applications If you are a motivated, organised administrator looking to join a professional and welcoming team, we would love to hear from you. Apply now or contact Tirebuck Recruitment for further information. If successful, one of our consultants will be in touch for a confidential discussion about your experience and suitability for the role. Please check your spam folder for any missed communications and ensure your contact details are up to date.

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