New Business Onboarding & Client Support

Roberts Webb Recruitment; Prenton; On-site; GBP 21,000 - 29,000; Full time

Job summary

Roberts Webb Recruitment is assisting with a New Business Administrator role based in Wirral. It is a permanent, full-time position offering a salary of £25K per annum plus performance-related bonuses.

The role focuses on managing new business cases from submission through to completion and providing essential administrative support within a busy advisory team. The ideal candidate will have prior administration or client support experience, strong organisational and communication skills, and

Qualifications

• Previous experience in an administrative or client support role.
• Strong organisational skills with the ability to manage multiple tasks effectively.
• Excellent communication skills, both written and verbal.
• High attention to detail and accuracy in all aspects of work.

Responsibilities

• Manage new business cases from submission through to completion, ensuring accuracy and timeliness.
• Prepare and maintain client files, ensuring all documentation meets regulatory requirements.
• Liaise with advisers, clients, and third-party providers to progress applications efficiently.
• Support advisers with pipeline management, reporting, and case updates.
• Provide general administrative and operational support to ensure smooth daily office function.

Skills

Organisational skills

Written & verbal communication

Attention to detail

Microsoft Office

Salesforce (beneficial)

Tools

Microsoft Office

Salesforce

Job description

Roberts Webb Recruitment is assisting with a New Business Administrator role based in Wirral. It is a permanent, full-time position offering a salary of £25K per annum plus performance-related bonuses.

The role focuses on managing new business cases from submission through to completion and providing essential administrative support within a busy advisory team. The ideal candidate will have prior administration or client support experience, strong organisational and communication skills, and