Senior administrator Work, Jobs in Coleshill, War (with Salaries)

Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £34,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Annual leave
Quick apply
Senior Administrator
Coventry City Council —Coventry
- £25,185 - £26,403 a year
- Full-time
- Administrative experience
- Data entry
- Communication skills
Senior Office Administrator/Customer Service
Zenith PA —Birmingham
- £25,000 - £32,000 a year
- Full-time
- CRM software
- English
- Administrative experience
Quick apply
Senior Administrator - NHS
Clarendon Lodge Medical Practice —Leamington Spa
- From £13.15 an hour
- Part-time
- Microsoft Office
- Databases
- Administrative experience
- Free parking
- Sick pay
Quick apply
Compliance Administrator
Servicom (High Tech) Ltd —Redditch
- £35,000 - £40,000 a year
- Full-time
- Travel
- Human resources
- In-person
- Free parking
Quick apply
Safety Coordinator ( Administrator )
Evolve technical Recruitment —Birmingham
- £20 - £25 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
Quick apply
Part-Time Secretary / Administrator – Chartered Surveyors (Edgbaston)
Checkley & Co LLP —Birmingham
- £25,000 - £32,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Flexible schedule
- Sick pay
Quick apply
7d
Senior Pensions Administrator
Hymans Robertson LLP —Birmingham
- £30,000 - £43,000 a year
- Full-time
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
Quick apply
10d
Ward Administrator
George Eliot Hospital NHS Trust —Nuneaton
- £25,272 a year
- Part-time
- Annual leave
1d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Administrator & Deputy Evidence and Submissions Officer
CYFOR —Leicester
- £26,000 - £28,000 a year
- Full-time
- Customer service
- Administrative experience
- Analysis skills
- Annual leave
- Life insurance
Quick apply
8d
Senior Pensions Administrator
XPS Pensions Group —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Mentoring
- Organisational skills
- Employee discount
- Referral programme
Faculty Administration Manager
South and City College Birmingham —Birmingham
- £42,536 - £45,647 a year
- Full-time
- English
- Team management
- Annual leave
- Employee discount
12d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme
Employee Relations Operations Administrator
Select Engineering —Birmingham
- £23.60 an hour
- Call to connect
- Continuous improvement
- Human resources
- Organisational skills
- Employee assistance programme
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
9d
Senior Education Support Administrator - Registry - 107779 - Grade 5
University of Birmingham —Birmingham
- £30,062 - £35,883 a year
- Full-time
- Customer service
- Databases
- Administrative experience
- Annual leave
- Sick pay
Governance Officer (Pensions and Finance) (111745-0626)
University of Warwick —Coventry
- £35,608 - £46,049 a year
- University
- Communication skills
- Annual leave
12d
School Administrator
Keys Group —Dudley
- £27,976 - £29,432 a year
- Full-time
- Microsoft Office
- Communication skills
- School
- Employee discount
- Referral programme
Quick apply
Streetworks Administrator
Doocey Group —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Administrative experience

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senior administrator jobs near coleshill, war

Senior Administrator

Derek Mills Wealth Consultancy
Solihull

Quick apply

Job details

Permanent | Part-time
£30,000 - £34,000 a year

Benefits

Free parking
Annual leave
Company pension
Referral programme
On-site parking

Qualifications

CRM software
Financial planning
Pension
Report writing
Microsoft Excel
Customer service
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Certificate in Insurance
Time management
Office experience

Full job description

Senior Administrator

Part-Time
Salary: £30,000 – £34,000 full-time equivalent, depending on experience
(£21,429 – £24,286 actual for 25 hours per week, hours to be confirmed)

20–25 hours per week, worked flexibly across 4–5 days to suit you

Join an award-winning Wealth Management Practice

An 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.

A genuine part-time role – and a permanent one

We want to be clear about this from the outset, because it matters to us and it should matter to you.

This is a permanent part-time position. We invest properly in training our people on our systems, our providers and our processes, and we are looking for someone who wants to build a long-term career with us on reduced hours, not someone who is looking for full-time work and would move on at the first opportunity.

If you actively want part-time hours, whether that is around family, caring responsibilities, study or simply the way you want to work, we would very much like to hear from you. We are happy to shape the hours and days around what works for you.

The Role

Working as part of our close-knit team, you will play a key role in supporting our advisers, ensuring that all tasks are processed accurately and efficiently throughout the advice journey. You 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:

Managing client workflows, tasks and case tracking using the Plannr CRM system.
Preparing and issuing Letters of Authority, and obtaining existing plan information from providers.
Submitting new business and progressing applications, transfers and switches through to completion.
Obtaining valuations, illustrations and policy information from providers and platforms.
Preparing client review packs and meeting documentation.
Reviewing suitability reports for accuracy and completeness before they are issued, ensuring the content properly reflects the advice given and the client's circumstances.
Gathering and inputting client information into financial planning, cashflow and tax calculation software.
Liaising with product providers, platforms, clients and professional connections such as accountants and solicitors.
Monitoring cases and chasing outstanding items so that nothing sits still.
Maintaining accurate client records and compliance files to a high standard.
Providing day-to-day administrative support to advisers.

About You

You will be highly organised, proactive and comfortable working in a busy, professional environment where accuracy really counts.

Essential:

Previous experience within Financial Services, ideally within an IFA or wealth management practice, or with a platform, provider or life office.
Excellent attention to detail and accuracy.
Strong organisational and time management skills, with the ability to prioritise your own workload.
Excellent written and verbal communication skills.
Confidence using IT systems and learning new technology.
A positive, flexible and professional attitude, and the ability to work both independently and as part of a team.

Preferred:

Experience of pensions, investment and platform administration.
Familiarity with adviser back-office or CRM systems such as Plannr, Intelligent Office, Curo, Salesforce or similar.
Experience of working with platforms such as Transact, Quilter, Aviva, Nucleus, abrdn Wrap or comparable.
Progress towards CII qualifications (for example R01 or CF1) welcomed, though not a requirement.

What We Offer

Flexible part-time hours, arranged around you.
Competitive salary, pro rata, dependent on experience.
4 weeks holiday pro rata, plus bank holidays.
Company Pension
Full training on the Plannr CRM system and our internal processes.
Support with professional qualifications and ongoing development.
Hybrid working considered following successful completion of probation and system training.
A friendly, collaborative and supportive working environment where you will be a valued part of a small team.

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.

Pay: £30,000.00-£34,000.00 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

Quick apply

Refine Your Search

senior administrator jobs in coleshill, war

Senior Administrator

Senior Administrator

Senior Office Administrator/Customer Service

Senior Administrator - NHS

Compliance Administrator

Safety Coordinator ( Administrator )

Part-Time Secretary / Administrator – Chartered Surveyors (Edgbaston)

Senior Pensions Administrator

Ward Administrator

Senior Financial Planning Administrator

Administrator & Deputy Evidence and Submissions Officer

Senior Pensions Administrator

Faculty Administration Manager

Senior IFA Administrator

Employee Relations Operations Administrator

Paraplanner / Trainee Paraplanner / Administrator

Senior Education Support Administrator - Registry - 107779 - Grade 5

Governance Officer (Pensions and Finance) (111745-0626)

School Administrator

Streetworks Administrator

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