New Business Administrator, Wirral

Looking to build your career in financial services with a growing, forward-thinking organisation? This is an excellent opportunity for a highly organised and client-focused individual who thrives in a fast-paced environment

Working as part of a supportive and professional team, you’ll play a key role in delivering a seamless client journey from application through to completion. This position is ideal for someone who enjoys managing multiple priorities, has strong attention to detail, and takes pride in delivering exceptional service at every stage.

If you’re proactive, confident in communicating with a range of stakeholders, and enjoy being the backbone of a busy advisory team, this could be the perfect next step.

About the Role

• Title: New Business Administrator
• Role: Permanent, full-time
• Location: Wirral office Monday - Friday
• Salary: £25K per annum plus performance related bonuses
• Benefits: 25 days holiday plus bank holidays, Christmas shutdown, pension, plus more!

Key Responsibilities

• Manage new business cases from submission through to completion, ensuring accuracy and timeliness.
• Prepare and maintain client files, ensuring all documentation meets regulatory requirements.
• Liaise with advisers, clients, and third-party providers to progress applications efficiently.
• Support advisers with pipeline management, reporting, and case updates.
• Provide general administrative and operational support to ensure smooth daily office function.

Key Skills & Experience

• Previous experience in an administrative or client support role.
• Strong organisational skills with the ability to manage multiple tasks effectively.
• Excellent communication skills, both written and verbal.
• High attention to detail and accuracy in all aspects of work.
• Proficient in Microsoft Office.
• Experience in Salesforce would be beneficial but not essential.

Roberts Webb Recruitment is acting as an agency in relation to this role