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Senior Administrator
Job in
Coventry, West Midlands, CV1 1, England, UK
Listed on 2026-06-01
Listing for:
Tirebuck Recruitment
Full Time
position Listed on 2026-06-01
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
This is a fantastic opportunity within a professional and supportive environment, offering long-term stability and development. This position will suit an organised and detail-oriented individual who enjoys providing high-quality administrative support and is happy to build a long-term career within an administration-focused role. While study support and progression opportunities are available, the business is keen to find someone who is comfortable remaining in an administrative position for the foreseeable future.Duties
include:
- Providing comprehensive administrative support to Financial Planners
- Acting as a key liaison between Financial Planners and Paraplanners
- Managing and updating diaries for busy Financial Planners
- Liaising with clients and maintaining excellent customer service standards
- Maintaining and updating client records on internal systems
- Preparing client review packs and supporting post-meeting actions
- Handling Letters of Authority and liaising with providers to process business efficiently
- Assisting with suitability reports and processing new business including pensions, ISAs and fund switches
- Excellent administrative and organisational skills
- High attention to detail and accuracy
- Confident user of Microsoft Office
- Strong communication skills, both written and verbal
- Ability to manage multiple tasks and work collaboratively within a team
- Proactive, flexible and professional approach
- Experience with in a Financial Planning or Wealth Management environment, Strong knowledge of pensions, investments and protection products desirable but not essential
Position Requirements
10+ Years
work experience
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