Job Description
Senior Administrator - Financial Services n- 12 month Fixed term contract
Liskeard, Cornwall (Office-Based / Hybrid / Remote Options) Full-Time Monday - Friday, 8:30am - 5:00pm
About the Company
We are a small, friendly and well-established Independent Financial Adviser (IFA) firm based in Liskeard. With a strong reputation for delivering high-quality, personalised financial advice, we pride ourselves on providing an exceptional level of service to our clients.
Due to continued growth, we are now looking for an experienced Senior Administrator to join our team.
The Role
This is a key position within the business, providing vital support to both Advisers and the wider Administration team. You will play an important role in ensuring a smooth and efficient client journey from application through to completion.
Key responsibilities include:
- Processing new business applications across a range of financial products
- Supporting Advisers and the Administration team with day-to-day tasks
- Monitoring protection cases from submission to completion
- Liaising with clients by phone regarding medical questionnaires and case progress
- Chasing providers to obtain updates and progress applications
- Keeping clients informed throughout the process
- Maintaining accurate and up-to-date records
- Assisting with general administrative duties as required
About You
We are looking for a proactive, professional and detail-oriented individual who thrives in a fast-paced environment.
You will have:
- A minimum of 3 years' experience in Financial Services administration (essential)
- Ideally, working knowledge of Intelligent Office (desirable)
- Excellent communication skills, both written and verbal
- A confident and professional telephone manner
- Strong organisational skills and attention to detail
- A positive, team-focused attitude
Qualifications:No formal qualifications are required; however, any recognised Financial Services qualifications would be advantageous.
The Package
- Salary: £28,000 - £35,000 per annum (depending on experience)
- 25 days annual leave + bank holidays
- Company pension scheme
- Work mobile phone (if required)
- Laptop/printer provided (if required)
- Flexible working options (office-based, hybrid, or remote considered)
Why Join Us?
- Be part of a supportive and close-knit team
- Work within a reputable and growing IFA firm
- Opportunity to take ownership of your role and make a real impact
- Flexible working options to suit your lifestyle
