Average Client Administrator salary in the UK

IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include: Working closely with Financial Advisors to offer pro-active supportDiary management and arranging client meetingsLiaise with highly affluent and high net worth clients to ensure a smooth process and experiencePrepare meeting packs prior to client meetings on behalf of AdvisorsRaise invoices where requiredDatabase management The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that have a pro-active and energetic approach to their work. Ideally, the successful applicant will have recent experience within a Financial Advisory business.Genuine opportunity to progress is available and demonstrated by many people within the firm. The role will have a hybrid working pattern (3 days office/2 days home) with study support available, should this be your ambition. 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.

I'm working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team. The business is in the midst of an exciting growth trajectory due to their continued success.We're looking for candidates with proven IFA administration experience, ideally those already excelling as Team Leaders or Managers, who are local to the Gloucester area. This opportunity is well-suited for individuals looking to embrace a new challenge within a small IFA firm, where their contributions are highly valued, and their voice has a meaningful impact.Responsibilities: Lead and manage the administration team, leveraging previous IFA administration experience.Act as a "Client Champion," ensuring exceptional client service and experience.Maintain proficiency with back-office administration software and IT tools, supporting efficient operations.Oversee the training, mentorship, and development of administration team members.Manage work-flow allocation and ensure timely completion of administrative tasks across teams while adhering to deadlines.Conduct performance appraisals.Support in recruitment to expand and strengthen the administration team. The business offers huge opportunities for progression, demonstrated by many longstanding members of staff. Joining, you will certainly feel part of a supportive team that have a pro-active and passionate approach to their work. Perks - The company provides a variety of benefits, including flexible working arrangements, private medical insurance, free parking, a relaxed and supportive work culture, and a beautifully designed, modern office environment. If you're looking for a welcoming yet professional environment where your career can flourish, apply now to 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.

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre.Responsibilities: Preparing illustrations and paperwork for clientsProcessing and chasing of new business, both paper based and onlineProcess fund switches and rebalancesSending out Letters of Authority to life companies and chase up accordinglyPrepare and format all suitability reportsUndertaking the research and completion of Pension Replacement ContractsIssuing policy documentationObtaining valuations, paperwork and preparing death schedules for families and SolicitorsMaintain back office system and ensure client data is accurate and up to dateMaintain back office system task management system and daily workloadHelping with the training of Trainee member of the teamEnsuring client files are compliant with FCA and Company guidelinesPreparation of correspondence including letters and emailsDealing with clients and providers over the telephone and emailDelivering research when requested Requirements: Experience within a Financial Adviser environmentExperience using Microsoft Word, Excel, Outlook and Internet Explorer is essentialExperience of Intelligent Office desirable but not essentialExperience of using Platforms and Provider websites 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.