Job Description

Hours of work: 10:00am-6:30pm Monday - Thursday and 9:30am-4:30pm Friday

Website:

Job Type: Permanent

Salary: 25,000 per year

About Us

At Waddle, we pride ourselves on delivering exceptional protection advice and outstanding client service. As a growing, FCA-regulated business, we are dedicated to maintaining the highest standards of compliance and customer care. We're looking for an organised and proactive Office Administrator to join our dynamic team and help ensure everything runs smoothly behind the scenes.

The Role

As our Office Administrator, you'll play a key part in supporting our Protection Advisors and ensuring our clients receive a seamless experience. This role focuses on the operational and compliance side of the business, ensuring that all documentation, policies and client communications are handled accurately and efficiently.

You'll also contribute to client retention by conducting follow-up calls, walking clients through welcome pack documents, and helping them understand their insurance packages. This is a vital role for someone who takes pride in accuracy, enjoys structure, and thrives in a detail-oriented environment.

Key Responsibilities

Provide administrative and compliance support to Protection Advisors, ensuring clear communication. Data entry and accurate record-keeping. Conduct compliance checks on advisor calls to ensure FCA standards are met. Liaise with insurance providers, clients and surgeries to maintain clear communication channels. Assist with client retention by creating Welcome Packs for clients and booking follow-up appointments to go through documents, and guide clients through completing internal forms and trust documents. Manage incoming and outgoing communication, including phone calls and emails. Handle appointment scheduling, diary management, and call filtering. Support with managing clients claiming on their policies. Ensure all client and policy documents are accurate, up-to-date, and compliant.

About You

We're looking for someone who is:

Exceptionally organised and detail-oriented. A confident communicator with excellent written and verbal skills. Comfortable managing multiple priorities and maintaining accuracy under pressure. Experienced in administrative or compliance roles (insurance or financial services experience is an advantage). Proficient with Google sheets and comfortable learning new systems quickly. Driven by delivering excellent customer service and ensuring positive client experiences. Adaptable and quick learner, with ability to problem solve and evolve processes.

What We Offer

A supportive, collaborative working environment. Ongoing training and professional development. Opportunities to grow within a regulated financial services business.

About Waddle

Waddle is a fast-growing life and protection insurance company with over twelve years of experience in the industry. Renowned for our client-first approach and unique processes, we've built a strong reputation within the insurance sector for delivering a trusted, high-quality service.

Over the past seven years, we've continued to expand, now proudly operating from two offices in the heart of the Uplands, Swansea, with a talented and ever-growing team of 50 professionals.

At Waddle, we believe that our people are our greatest asset. That's why we invest heavily in training and development from day one. Our comprehensive training programme begins as soon as you join and continues throughout your career with us. You'll have access to a mix of in-house and external learning opportunities, including the chance to gain professionally accredited qualifications such as CIPD, ILM, CeMAP, and R05.

Our Culture

We've built a workplace culture that's collaborative, inclusive, and supportive, where every voice is heard, and every contribution matters. We take pride in maintaining a warm and friendly atmosphere, one that encourages both professional growth and personal wellbeing.

Both of our offices are proudly dog friendly, our four-legged friends bring smiles to the team and help make every day a little brighter (you can even meet them on our website!).

What to Expect When You Join Us

Become part of a vibrant, collaborative team where ideas and creativity are encouraged across all departments. Receive one-to-one mentoring as you learn your role, with continuous training to keep your knowledge up to date. Enjoy an exciting career path, with clear opportunities to progress into senior roles. Contribute to live projects and make an impact from day one. Join a social and active workplace that genuinely cares about employee wellbeing.

Why Work for Us

At Waddle, we go beyond the standard perks, we focus on making work enjoyable, rewarding, and meaningful.

Here's what you can look forward to:

Staff Away Days - Our legendary team days are a highlight of the year! We split into two teams and take on fun challenges like paintballing, zorb football, and hiking up Pen Y Fan. Dog-Friendly Offices - A variety of office pups brighten our days and keep morale high. Regular Home-Cooked Meals - From summer BBQs to homemade curries and baking sessions, we love great food and good company. Comprehensive Training & Development - All training is fully funded by Waddle, supporting your growth both within and beyond the company.

Benefits

Early finish on Fridays Work anniversary and birthday celebrations Regular company events Free food days Dog-friendly offices On-site gym Company pension scheme 28 days holiday (including bank holidays) Christmas office shutdown
Job Type: Full-time

Pay: From 25,000.00 per year

Benefits:

Casual dress Company events Company pension Discounted or free food Free parking Health & wellbeing programme On-site gym
Application question(s):

Are you within 30 miles of Swansea?
Education:

GCSE or equivalent (preferred)
Work authorisation:

United Kingdom (required)
Work Location: In person