Business Support Administrator

Are you a team player with an eye for detail and excellent communication skills? We have an opportunity for a self-motivated individual who has the ability to prioritise their workload combined with an empathic nature to join our business.

As an experienced Business Support Administrator, you will have the scope to support other team members and proactively identify further business opportunities yourself as a result of your high level of customer service, accuracy and problem solving skills.

You will have current experience of answering the telephone, creating client correspondence and communications, maintaining electronic and paper records along with the desire to undertake varied tasks within a small team.

You will be experienced and proficient in all areas of office administration and competent in the use of Microsoft Office and ideally Xero and Hubspot or equivalent CRM digital tools. You will be prepared to go that extra mile to deliver a first-class customer service at all times.

BTWC are an award winning family business who have been operating for 25 years providing Estate Planning and Will Writing services to Independent Financial Advisers and Estate Planning professionals across England and Wales. We also have a succesful private client practice providing services directly to the public.

Core hours of work will be 9.00am to 2.00pm Tuesday, Wednesday & Thursday with a competitive salary commensurate with experience. There may be the opportunity to expand these house in the future. This is an office-based role, remote working is not available.

Duties include but not limited to:

  • Answering and directing external phone calls acting as a point of contact for colleagues, associates and clients.
  • Management, development and maintenance of a digital client CRM system
  • Diary management, appointment setting and case tracking
  • Work alongside Directors providing office administration and client communications support
  • Compiling client documentation and proof checking with keen attention to detail
  • Creating professional correspondence and communications to associates and clients
  • Liasing with external agencies such as the Land Registry and Office of Public Guardian
  • Raising invoices on Xero
  • Maintaining electronic and paper records and filing systems
  • Managing the document safe custody service
  • Creating social media posts and uploading blog content

Skills Required:

  • Excellent organisational and interpersonal skills with a commitment to detail and accuracy
  • Confident telephone manner with the ability to deal with client queries effectively and sensitively
  • Experience in the management and monitoring of a digital CRM system
  • Excellent computer and numeracy skills with a good working knowledge of Microsoft Office and ideally Xero. You should be confident in the production of spreadsheets and word documents.
  • Effective communication skills and the ability to form and maintain business and client relationships
  • Good time management skills and ability to work to deadlines
  • Ability to work collaboratively across the business
  • Self motivated and proactive with the ability to work under your own initiative.
  • A flexible approach as we have to react and re-prioritise workloads on a daily basis

Required Experience:

  • Experience requirements: Administration 2 years
  • Customer Service 2 years

A Disclosure and Barring Service check will be required upon appointment


  • 28 days holiday (inc bank holidays) per year pro rata
  • Free Parking
  • Full training
  • On site parking

To express your interest, please submit your CV and a Covering Letter to

Amy Peters, Director of Operations –