Job role: Administrator Salary: £24,000- 28,000 per annum Location: Meriden, WarwickshireWe're seeking a detail-oriented Administrator to join a established financial planning team. In this pivotal role, you'll provide comprehensive back-office support to advisers and paraplanners, ensuring exceptional client service delivery. Key Responsibilities Prepare client valuations and maintain accurate records in the Intelligent Office system Process new business applications, client withdrawals, and Bed & ISA transfers Produce suitability reports for ISA withdrawals Complete fund switches on client portfolios Assist with annual portfolio rebalancing Manage client queries including death claims Train and mentor less experienced team members Maintain compliance with FCA rules and company procedures The Ideal Candidate You'll bring: At least 3 years' experience in a similar Administrative role Excellent attention to detail and time management skills Strong IT proficiency, particularly with Microsoft Office A self-motivated approach and team-oriented mindset Desire for professional growth within our company Desirable Experience Knowledge of Intelligent Office, Papercloud, and Sharepoint Experience with Wrap platforms (Transact, abrdn, Aviva, Quilter) Familiarity with Dynamic Planner and FE Analytics Detailed understanding of FCA rules and requirements This role offers an excellent opportunity to develop your skills in a supportive environment while contributing to the success of this client-focused financial planning business.To apply, please submit your CV and cover letter highlighting your relevant experience.