Senior Administrator
Part-Time
Salary: Competitive and dependent on experience (pro rated based upon hours worked)
Join an award-winning Wealth Management Practice
An exciting opportunity has arisen for an experienced Senior Administrator to join our friendly and highly successful wealth management practice based in Solihull.
We are proud to work with Söderberg & Partners, one of Europe's leading wealth management groups, combining exceptional personal service with innovative technology to deliver outstanding client outcomes.
This is an excellent opportunity for someone who enjoys working in a professional environment, has exceptional attention to detail and takes pride in delivering outstanding administrative support.
The Role
Working as part of our close-knit team, you will play a key role in supporting our advisers and paraplanners, ensuring that client work is processed accurately and efficiently throughout the advice journey.
The successful candidate will receive full training on our systems and processes and will become an important part of the day-to-day running of the practice.
Your responsibilities will include:
- Maintaining accurate client records and managing workflows using the Plannr CRM system.
- Preparing and processing client documentation.
- Gathering and inputting client information into financial planning and tax calculation software.
- Supporting the advice process by ensuring all data is accurate and up to date.
- Liaising with product providers, clients and professional connections.
- Monitoring cases and progressing them through to completion.
- Maintaining excellent standards of record keeping and compliance.
- Providing administrative support to advisers and paraplanners.
- Learning our systems and processes to become a key member of the team.
About You
We are looking for someone who is highly organised, proactive and enjoys working in a busy, professional environment.
You will have:
- Previous experience within Financial Services (essential).
- Excellent attention to detail and accuracy.
- Strong organisational and time management skills.
- Excellent written and verbal communication skills.
- Confidence using IT systems and learning new technology.
- The ability to prioritise your workload and work on your own initiative.
- A positive, flexible and professional attitude.
- The ability to work both independently and as part of a team.
- A willingness to learn and develop your knowledge of financial planning.
Experience of pensions, investments or wealth management administration would be preferred.
What We Offer
- Flexible part-time hours.
- Competitive salary dependent on experience.
- Full training on the Plannr CRM system and internal processes.
- Ongoing learning and professional development.
- A friendly, collaborative and supportive working environment.
- The opportunity to build a long-term career within a modern and growing wealth management practice.
If you have excellent attention to detail, enjoy working in Financial Services and are looking for a varied and rewarding role where you can continue to develop your career, we'd love to hear from you.
Following a successful probation period, along with system training completion, hybrid working will be considered.
Pay: £28,000.00-£32,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
- Referral programme
Application question(s):
- Have you worked directly with pensions, investments, and inheritance tax planning?
- Do you have at least 2 years of experience in the Financial Services or Wealth Management sector?
- What 3 skills would you bring to this Senior Administrator role?
Work Location: In person
