Administrator

Harper Recruitment; Royal Leamington Spa; Hybrid; GBP 25,000 - 33,000; Full time

Job summary

A recruitment agency is seeking an organised Administrator to support financial advisers in Leamington Spa. The role involves managing pension referrals, client documentation, and employer relationships. Candidates should have experience in employee benefits, strong communication skills, and be IT literate. The position offers a supportive team atmosphere, hybrid working, and opportunities for growth. Join a company that values trust, respect, and employee development, and enjoy flexible benefits and performance-related bonuses.

Benefits

Flexible benefits tailored to suit you

Yearly bonus based on performance

Career progression opportunities

Qualifications

• Experience in employee benefits or workplace administration.
• Ability to work to strict deadlines with high accuracy.

Responsibilities

• Process and manage workplace client documentation.
• Act as a point of contact for pension referrals.
• Create, update and track pension referral leads.
• Maintain accurate client and plan records.

Skills

Employee benefits knowledge

Strong written and verbal communication

Confident client liaison

Time-management and prioritisation

IT literate, including Microsoft Office

Self-motivated and customer-focused

Experience using Intelligent Office

Job description

Administrator
£25k - £33k DOE + Benefits
Permanent
Leamington Spa
Full Time Monday - Friday (hybrid working)

We're looking for a proactive and organised Administrator to support financial advisers and workplace clients. You'll help manage pension referrals, employee benefit schemes, client documentation and ongoing employer relationships, ensuring everything runs smoothly and efficiently. This is a great opportunity to develop within a respected financial planning organisation.

Key Responsibilities

• Process and manage workplace client documentation
• Act as a point of contact for pension referrals, client communication and provider updates
• Create, update and track pension referral leads
• Produce pension governance and scheme information
• Obtain quotations, applications and paperwork for adviser meetings
• Support the renewal of employee benefit schemes, including checking and issuing annual accounts
• Liaise with employers to gather employee data and submit to providers
• Maintain accurate client and plan records on Intelligent Office
• Upload documentation and correspondence in line with company procedures
• Manage tasks and inbox tracking efficiently
• Handle incoming calls and correspondence professionally
• Respond promptly to queries from clients, providers, and advisers
• Complete ad-hoc administrative tasks as needed

What We're Looking For

• Experience in employee benefits, workplace administration or group pensions
• Strong written and verbal communication skills
• Confident liaising with clients, colleagues and providers
• Excellent organisation, time-management and prioritisation skills
• Ability to work to strict deadlines with high accuracy
• IT literate, including Microsoft Office
• Self-motivated and customer-focused
• Experience using Intelligent Office
• Background in financial services or wealth management (desirable)

What's in it for you?

• Vibrant culture based on trust and respect.
• Fybrid working patten to suit you (2/3 office/home)
• Working as part of an established team of likeminded, driven high performing individuals.
• Investment in your learning and development.
• Yearly bonus payments in line with individual performance.
• Flexible benefits tailored to suit you
• Career progression and development opportunities
• Plus, much more!

Apply NOW to avoid disappointment! Due to the large volume of applications, we receive, we are unfortunately unable to contact all candidates. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.

About Harper Recruitment Group:

Harper Recruitment Group has been offering high-quality recruitment services across Nottingham, Derby and the wider East Midlands since 1987, specialising in recruiting business support professionals of all levels on a permanent, contract or temporary basis.

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