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Senior Administrator, Bath (CR-1798)

£23000 - £27000 plus excellent benefits!

This is a great opportunity for a well organised, client dedicated administrator with amazing attention to detail skills!

This role is in the new business team, which is a new department focussing solely on processing of new business.

You will have Financial Services experience in a similar role with an understanding of, and dealing with, life/wrap platforms and third-party providers.

The role provides a balance of office and home working, if you so wish (minimum of 3 days per week office based).

The Role:

  • Process and submit new business applications and client servicing requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs
  • Keeping the client regularly updated on the progress of outstanding transactions and managing any technical queries
  • Maintaining data on Intelligent Office in line with the company processes, ensuring accurate client records and data for information reporting
  • Updating client platform account records accurately in line with company processes
  • Proactively review platform accounts and MI reports on a regular basis, ensuring that all are in order and any necessary work is carried out within agreed SLAs
  • Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information
  • Any additional ad-hoc requests and support on company projects as and when required
  • Build strong working relationships with all colleagues across the business
  • Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working
  • Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met
  • Provide absence cover for colleagues
  • Undertake project work and additional duties as and when required

About You

  • Previous experience of working in a similar role within Financial Services
  • Working knowledge of Microsoft Office
  • Experience of working with Investment Wrap Platforms
  • Experience of using Intelligent Office back-office system is preferred
  • A sound knowledge of the Financial Services Industry
  • Excellent organisational skills, flexible and proactive approach to getting the job done
  • Strong interpersonal skills, both written and verbal communication
  • Excellent accuracy and attention to detail
  • Proven ability to work on own initiative
  • Good working knowledge of Microsoft office systems


  • 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
  • Holiday buy and sell scheme
  • Group Life Assurance and Pension Scheme
  • Private medical Insurance
  • Group Income Protection
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: