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.
