Administrator

Job Title: Administrator Contract: Permanent Salary: £28,000 per annum Location: Solihull (office-based) Hours: Monday to Friday, 9:00am - 4:30pm, 35 hours Benefits: 25 days annual leave plus bank holidays, contributory pension schemeInterview dates with our client: Week Commencing 27th April 2026Proposed start date: Monday 4th May 2026 We are working exclusively with our client to recruit an Administrator to join their well-established and highly respected independent financial services business based in Solihull. This is a fantastic opportunity to become part of a small, friendly team that prides itself on delivering a personalised, client-first service. This role is perfect for someone with a strong administrative background who is organised, proactive, and confident supporting both advisers and clients, and who enjoys working as part of a small, successful independent business.Duties will include:Client & Adviser Support

• Providing day-to-day administrative support to a team of financial advisers
• Preparing client documentation, review packs and correspondence
• Managing adviser diaries and scheduling client appointments
• Handling inbound calls and emails, offering a professional and friendly service

Working with Providers & New Business

• Contacting financial product providers to request valuations, policy information and updates
• Submitting new business applications and tracking progress through to completion
• Processing letters of authority and updating internal systems with provider responses

Office & Compliance Administration

• Maintaining accurate, up-to-date client files in line with FCA compliance requirements
• Updating CRM systems and internal records
• Managing post, scanning, filing and general office administration
• Assisting with the preparation of documentation for client review meetings (no paraplanning qualification required)

Technology & Systems

• Using Microsoft Office applications confidently, including Word, Excel and Outlook
• Updating templates and spreadsheets to support the advisory team

Skills and experience required

• Proven experience in an administrative role (financial services desirable but not essential)
• Confident communicator with strong relationship-building skills
• Excellent attention to detail and accuracy
• Ability to plan, prioritise and work independently
• Comfortable managing multiple tasks in a small-office environment
• Proficient in Microsoft Office applications

If you are a motivated, organised administrator looking to join a professional and welcoming team, we would love to hear from you.Apply now or contact Tirebuck Recruitment for further information. If successful, one of our consultants will be in touch for a confidential discussion about your experience and suitability for the role. Please check your spam folder for any missed communications and ensure your contact details are up to date.