Workplace Administrator

Administrator
£25k-£33k DOE + Benefits
Permanent
Leamington Spa
Full Time Monday – Friday

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.

• 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
• Draft employee and scheme member communications
• 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

• 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)

• Vibrant culture based on trust and respect.
• Hybrid working pattern to suit you (2/3 office/home)
• Working as part of an established team of like‑minded, 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.