ADMINISTRATOR / ALTRINCHAM / OFFICE BASED / £24,000 PER ANNUM / FULL OR PART TIME
Are you an experienced Administrator looking for the next step in your career? If so, this fantastic new opportunity could be for you!
At HT Legal we pride ourselves on delivering exceptional financial services that empower individuals to secure their future. Our team provides top-notch pension and investment solutions, ensuring our clients receive the best possible support and advice. We are currently seeking a meticulous and experienced Administrator to join our growing team.
As an Administrator you provide support to the solicitors and legal team specialising in financial services claims. This role involves managing documentation, maintaining records, liaising with both clients and businesses to ensure all claims are resolved in a timely manner.
What's on offer?
- A starting salary of circa £24,000 per annum, depending on experience.
- Full time 40 hours per week, Part time 20 hours per week.
- Fully office based with flexible hours between 9am and 6pm Monday to Friday (3pm finish on Friday is normal), with potential for flexibility depending on workload and deadlines.
- Supportive and collaborative team environment, with professional development and training opportunities for career advancement within a growing company.
- 21 days holiday – raises every year of employment, workplace pension.
Key Responsibilities of the Pension and Investments Claims Assessor:
- Assist with daily administrative tasks and manage incoming and outgoing correspondence.
- Prepare and format legal documents / reports, ensuring files are updated and securely stored.
- Create, organize, and maintain client files both electronically and in hard copy.
- Handle client inquiries and provide accurate updates where required.
- Schedule appointments and manage calendars.
- Chase documents as required that will assist with claims
- Input client and case information into the firm's database.
- Maintain accurate and updated records of all financial services claims.
- Liaise with clients, financial institutions, and other stakeholders via phone, email, and in-person.
- Draft routine correspondence and legal documents as instructed.
- Order office supplies, maintain inventory and assist with the coordination of meetings, including room bookings and preparing meeting materials.
- Ensure all activities comply with legal regulations and internal policies.
- Handle confidential information with the utmost discretion.
Skills & Experience required:
- High school diploma or equivalent required.
- Post-secondary education in business administration, law, or related field preferred.
- Prior admin experience, particularly within financial services claims, is essential.
- Experience working within a highly regulated environment such as FCA or SRA.
- Confident when speaking on the phone to clients and financial institutions.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Experience with case management software is a plus.
- Strong written and verbal communication skills, attention to detail and accuracy.
- Ability to work independently and as part of a team.
- Professional demeanour / appearance, with excellent organisational and multitasking abilities.
What's Next?
If you are a dedicated Administrator with a passion for financial services and a keen eye for detail, we would love to hear from you. Please submit your application and a copy of your CV for consideration.