Average Administration salary in Leamington Spa

My client is currently looking for an experienced IFA Administrator to join their team in Warwick.The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients.Key Duties: Processing new businessPreparing valuation reportsPreparing performance documentation for client review appointmentsPreparing review checklist for client appointmentsObtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reportsRun risk profiler results via FE AnalyticsEnsuring that clients are advised of progress throughout this processAssisting with research and producing FE Analytics fund switch reportsEnsure client authorisation received to complete switch in line with MIFID II requirementsProcessing and monitoring switch directly with provider or electronically via platformPreparing half yearly valuation reports for issue to clientProvide post review summary reports to clientsCompleting withdrawal instructions on behalf of clientsEnsuring any instructions received are confirmed in writing by client and authentication process is followed Previous experience in an IFA environment is essential.For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission 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.

IFA administrator, Warwick Office based Up to £32,000 This is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. The Business The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Warwick office. The Role As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately. Benefits Salary - up to £32,000 (depending on experience)Private medical insuranceHealthcare cash planGroup income protection.Group life assurance (4 x basic annual salary)Group pension scheme, 5% employer contribution, 3% employee contributionDiscretionary company bonus award opportunity28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days) If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. We’ll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview. Synonyms IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

JRRL are looking for an Office Administrator for a maternity leave contract to ensure the office reception is managed effectively and provide administrative support to the small team. This role is office based. Duties for the Part Time Administrator: Being the first point of contact, greeting all visitors to the office providing an excellent and professional service. First point of contact for any office maintenance.Answering the telephone and forwarding calls in a timely and professional manner (including dealing with general enquiries).Arranging internal and external meetings (including scheduling room bookings and organising refreshments).Provide support to colleagues with administrative tasks.Supporting and arranging travel and hotel accommodation arrangements for the office in advance, obtaining best prices e.g., train, flight, and hotel bookings.Completing general administration duties  for example, Petty cash, banking, photocopying, filing, data entry, post reconciliation and processing, certificate administration, client money transfers and any other ad hoc admin duties as required.Ensure office stationery is maintained, along with general office supplies.Reporting inadequate procedures, systems, or data handling.Ensuring compliance is up to date. Person Specification for the Part Time Administrator: Previous office experience in a similar role. Excellent customer service and communication skills.Confident ability to learn new systems and processes.Proven organisational and time management skills.Confident user of Microsoft Office programs.   This is an office-based, maternity contract where you will be supporting a small team in a professional services company.