About Us
At Bourlet Consulting, we believe exceptional client service starts with exceptional people.
We are an ambitious, Chartered Financial Planning and Wealth Management firm dedicated to helping our clients achieve their financial goals while providing a supportive, professional and enjoyable environment for our team.
As we enter the next exciting phase of our growth journey, we are looking for an experienced and motivated Senior Administrator to join our expanding team. This is a fantastic opportunity for someone who takes pride in delivering outstanding service, enjoys supporting others, and wants to play a key role in the continued success of a growing and highly respected financial planning firm.
If you are highly organised, proactive, people-focused and thrive in a fast-paced environment, we'd love to hear from you.
Job Summary
The Senior Administrator will play a pivotal role in supporting the day-to-day operations of the business, ensuring exceptional standards of administration, efficiency and client service are maintained at all times.
Working closely with Advisers, Paraplanners and the wider support team, you will help oversee administrative activities, coordinate workflows, support staff development and contribute to the continuous improvement of business processes.
This position offers the opportunity to take ownership, make a meaningful impact, and become an integral part of a business that genuinely values its people and their contributions.
Key Responsibilities
- Oversee the day-to-day administration of the business, ensuring all tasks are completed accurately and efficiently.
- Support Financial Advisers and Paraplanners with client servicing and administrative activities.
- Monitor workloads and help ensure client deadlines and service standards are consistently achieved.
- Manage workflows and ensure cases progress smoothly through the financial planning process.
- Maintain accurate client records and documentation using Intelliflo and other business systems.
- Act as a key point of contact for clients, providing a professional, friendly and responsive service.
- Support and mentor team members, helping to create a collaborative and high-performing working environment.
- Identify opportunities to improve processes, efficiency and the overall client experience.
- Assist in maintaining operational standards, procedures and regulatory requirements.
Essential Requirements
- Proven experience in an office management or administration role with supervisory responsibilities.
- Strong proficiency in Intelliflo and Microsoft Office applications.
- Previous experience within financial planning or wealth management
- Demonstrated team leadership skills with the ability to motivate, support and develop colleagues.
- Excellent organisational skills with the ability to prioritise and manage multiple tasks effectively.
- Outstanding verbal and written communication skills, including a professional and confident telephone manner.
- Strong attention to detail and commitment to delivering high-quality work.
- Ability to work independently, use initiative and solve problems effectively.
What We Offer
- Stunning offices in the heart of Corsham.
- An exceptional employee benefits package.
- A clear pathway for career progression and professional development.
- The chance to be part of an ambitious and growing business where your ideas and contributions are genuinely valued.
- A supportive, friendly and collaborative team environment.
- The opportunity to make a real difference to both the business and the clients we serve.
Ready to Join Us?
If you are an organised, motivated and an experienced administrator looking for the next step in your career, we'd love to hear from you.
Pay: £32,500.00-£37,500.00 per year
Benefits:
- Casual dress
- Company pension
- Life insurance
- On-site parking
- Sick pay
Application question(s):
- Do you have experience with Intelliflo CRM
Experience:
- Administrative: 2 years (preferred)
Work Location: Hybrid remote in Corsham
