Average Administration salary in Leamington Spa

The OpportunityAn excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded national financial planning business with an excellent reputation in the market.Working closely with a team of Financial Advisers, you'll provide high-quality administrative support across the full client journey, ensuring new business, client requests and ongoing transactions are processed accurately and efficiently.Key ResponsibilitiesProcess new business applications and associated paperwork through to submission to providersComplete client identity verification where requiredChase applications, transactions and client requests through to completionAssist Advisers with the management of client cash holdings and placing trades in line with Adviser instructionsMaintain accurate and up-to-date client and plan records on the back-office systemEnsure all relevant documentation and correspondence is uploaded to the correct client recordsCreate, manage and complete administrative tasks in line with company proceduresManage tasks assigned by Advisers, Managers and other members of the support teamAssist with preparing quotations, applications, key features and other relevant paperwork for Adviser meetingsHandle incoming telephone calls and correspondence, ensuring these are dealt with efficientlyEnsure clients receive the correct documentation in a timely mannerRespond promptly and professionally to queries from clients, providers and AdvisersProcess and chase policy claims through to completionSupport the wider team with additional administrative duties as requiredAbout YouThe ideal candidate will have previous experience as an IFA Administrator, Financial Services Administrator or within a similar financial planning support role.You'll be:Highly organised with excellent attention to detailConfident communicating with clients, Advisers and providersAble to manage multiple priorities and work to deadlinesCustomer-focused with a professional and approachable mannerA strong team player who enjoys working collaborativelyComfortable using technology and learning new systemsKeen to develop your knowledge and career within financial planningExperience using Intelligent Office (IO) or a similar financial planning back-office system would be advantageous.A basic understanding of financial planning, providers and financial products would also be beneficial.What's on Offer?Hybrid working - 3 days in the office and 2 days from homeThe opportunity to join a national financial planning business with an excellent reputationA varied IFA administration role supporting experienced Financial AdvisersA professional and collaborative working environmentExcellent opportunities for career development and progressionA comprehensive flexible benefits package, allowing you to tailor your benefits to your individual needsDeath in ServiceGroup Income Protection, with options to increase your level of cover and benefit periodWorkplace pension with employer contributionsDental coverCritical Illness coverHealth Cash PlanCycle to Work schemeAccess to a wide range of retail discounts and savings through the employee benefits platformInterested?This is an excellent opportunity to join a respected national business and build your career within financial planning.Apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Senior IFA Administrator (Senior Client Services) Location: Warwick  | Salary: Up to £35,000 DOE | Hybrid: 2 days from home, 3 in officeOur client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility — supporting financial advisers and planners while coaching and developing more junior administrators.The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products — investments, pensions, transfers, protection and mortgages — and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team.This is a senior seat rather than a sideways step — the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will:Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platformEnsure all compliance documents are in place before submission, in line with the firm's New Business ProcessPrepare valuation reports, review packs and Post Review Summary reports for client meetingsRun Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracyCoach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have:Experience as an administrator within an IFA or wealth management firmWith confidence across multiple products and platformsA natural ability to support junior staff through coaching and trainingStrong product knowledge and a clear grasp of conduct rules and compliance requirementsExceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experiencePension: 3% employer contribution with salary sacrifice23 days holiday plus bank holidays, rising to 25 with serviceGroup life cover at 4x salary, income protection and company sick pay (post-probation)Employee Assistance Programme and financial wellbeing supportHybrid working: up to 2 days from home each week

AdministratorAdministrator - Maternity CoverAbout the role:We are currently seeking an experienced Home Administrator to join our team at Runwood Homes. The responsibilities for this Home Administrator role include preparing payroll, assisting with recruitment, ordering supplies, preparing reports for various agencies, and handling general administrative tasks.Benefits of working with Runwood Homes:28 days Paid HolidayWeekly PayPension SchemeBlue Light Card and access to various other discounts on travel, restaurants, days out and leisureEmployee Assistance Scheme that is also available to immediate family membersComprehensive induction and ongoing trainingFree DBS Check and uniformFunding and support towards obtaining NVQsOpportunities to progress your career within the companyEmployee of the Month awardsAbout you:As the Home Administrator, you should have a sound understanding of Microsoft Office and prior experience with payroll. Attention to detail is a must, as well as the ability to stay organised and prioritise tasks. As a Home Administrator, you'll be the first person visitors meet, so being approachable with a friendly personality is key. Building relationships with residents, their families and staff is also important.You will ideally have experience working in the care sector.About Runwood Homes:Established in 1987, Runwood Homes is a leading provider of residential care, dementia care, and nursing care services, with a portfolio of 57 homes across England. Our commitment to delivering personalised care is at the core of our mission, as we strive to celebrate the lives of each and every one of our residents.At Runwood Homes, we prioritise the professional development of our staff by investing in comprehensive internal, external, and e-training programs at all levels. This dedication to continuous learning and growth ensures that our team is equipped to provide the highest quality of care to our residents.As we look towards the future, our reputation for delivering innovative care for individuals living with dementia continues to flourish. We are dedicated to pushing the boundaries of care excellence and setting new standards in the industry.All appointments are subject to safer recruitment requirements to ensure the safeguarding of adults. All positions will involve appropriate checks and clearances.You can apply for this role by completing our short application form or by visiting the home where one of our team can help you.We reserve the right to close this vacancy early should we receive sufficient applications or successfully recruit a suitable candidate. Early application is therefore encouraged.Closing DateApply NowJob InformationRoleBusiness AdministrationSalary£13.20 an hourHours40 hours per weekLocationWarwickDownloadable Job FilesNo Files