Senior Administrator
Job Type: Part-time
Location: Dereham (Outskirts)
Salary: £16,200pa
We are seeking an Senior Administrator Assistant with a passion for excellence and a keen eye for detail to join our team. The ideal candidate will be organised, confident, and motivated, with a strong desire to support others and work efficiently. This role is based just outside of Dereham at a family-run business dedicated to supporting employees throughout their working journey.
Responsibilities:
- Support brokers with their workloads, including using lender portals to obtain mortgage approvals.
- Prepare new client packs, request customer documents to support applications and cases and client meetings
- Follow up with clients, assisting them in preparing a complete set of documents.
- Carrying out research required to ensure full support towards the advice being given for probate, will writing, Trusts, LPA's, Mortgages and Protection.
- Conduct review checks on each case before submission and liaise with clients for any missing or additional information.
- Submit new applications on behalf of clients and advisers.
- Perform general administrative duties such as filing, photocopying, scanning, and posting documentation.
- Provide regular, jargon-free updates to clients, ensuring all important information is communicated clearly.
- Interpret and collate data across various systems, ensuring accurate data entry on our platform/CRM and spreadsheets.
- Participate in regular training, one-to-ones, team meetings, and celebrate successes while addressing areas for improvement.
Required Skills & Qualifications:
- Excellent computer skills, including proficiency in Microsoft Office 365 (Outlook, Word, Excel).
- Strong organisational and communication skills.
- Ability to prioritise workload and multitask effectively.
- Attention to detail and confidence in using the telephone.
- Problem-solving abilities with a proactive and positive attitude.
- Adaptability to system and process changes within the financial industry.
- Reliability and a genuine desire to help others.
- Previous experience in financial services is desirable but not essential for the right candidate.
Benefits:
- Smart casual dress code.
- Company pension scheme.
- Company events and a supportive team environment.
To apply for the Senior Administrator Assistant position, please submit your CV and cover letter detailing your relevant experience and why you are interested.