Average Financial Administrator salary in Stratford-upon-Avon

Senior Administrative Support - Financial Services - Henley Arden We are seeking an experienced administrator to provide high-level support to the Fund Administration and Investment teams. This role focuses on ensuring operational efficiency, maintaining accurate records, and coordinating key processes across funds. You will play a pivotal role in managing documentation, compliance checks, and reporting cycles. Key Responsibilities Oversee the collection and organisation of portfolio company data and monthly management information.Coordinate investment application workflows and ensure timely completion of post-investment documentation.Maintain and audit data integrity within the asset management systemConduct and review anti-money laundering (AML) checks for new deals and ongoing portfolio monitoring.Lead the preparation and submission of quarterly fund reports.Manage statutory annual audits and liaise with external auditors for fund-specific reviews.Monitor Companies House notifications and ensure internal systems reflect accurate changes.Implement and oversee monthly system checks to maintain compliance and operational accuracy. Skills & Experience Proven experience in administrative roles with strong process management skills.Exceptional organisational ability and attention to detail.Advanced proficiency in Microsoft Office Suite, particularly Excel.Strong communication skills and confidence in working with stakeholders at all levels.Ability to manage multiple priorities independentlyFamiliarity with compliance processes and data governance is advantageous.Right to work in the UK. Excellent salary and benefits package. Please apply if interested. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.

Job Title: IFA Administrator Contract: Permanent Salary: Circa £30,000 - £35,000 per annum Hours: Monday to Thursday 09:00 - 17:00 (1hr lunch break) Friday 08:30 - 16:00 (30-minute lunch break) Location: Henley-in-Arden with hybrid working Benefits: 25 days holiday plus bank holidays (including Christmas & New Year office closure), 5% employer pension contribution (3% employee), Death in Service benefit, Cashback healthcare scheme, Free on-site, secure parking, Hybrid working, enjoy a mix of office collaboration and home-based focus time, Support for professional qualifications and ongoing career development. Looking for a role where your IFA administration experience, attention to detail, and ability to get things done are truly valued? If you're an experienced Financial Services Administrator who can hit the ground running and is ready for a fresh challenge within a supportive, professional team, this could be the perfect opportunity for you.Join a friendly and well-established firm where you'll work closely with expert Financial Advisers, supporting them in delivering outstanding service to clients. You'll enjoy a varied workload, hybrid working, excellent benefits, and the opportunity to further develop your skills in a people-focused environment. What you'll be doing:- Providing comprehensive administrative support to Financial Advisers across investments, pensions, protection, and tax planning. - Managing client queries with professionalism and care. - Liaising with product providers and third parties to obtain accurate information. - Preparing documentation, reports, and client review packs. - Maintaining meticulous client records in line with FCA compliance and company policies. - Ensuring processes run smoothly, even during busy periods or staff absence. What we're looking for:- Previous experience working as an IFA Administrator or within a financial planning practice is essential. - Strong understanding of investments, pensions, and protection products. - Confident IT skills, including Microsoft Word, Excel, and Outlook (experience with Intelliflo is an advantage, but training can be provided). - Excellent communication skills, both written and verbal. - A proactive, organised approach with the ability to prioritise tasks and meet deadlines. - A genuine team player who enjoys contributing to a positive and collaborative working culture.  If you’re looking for a role where your expertise is recognised, your growth is supported, and your work genuinely matters, we’d love to hear from you. Apply today and take the next step in your career.If successful, one of our consultants will be in touch via phone or email for a confidential conversation about your experience, skills and suitability for the role. Please check your spam folder for any missed communication from us and ensure your contact details on your CV are up to date.

We are looking for a resourceful and versatile Compliance Administrator on a permanent, full-time basis. The role offers flexible hybrid working offering a salary of up to £26,000. The organisation works internationally and are recognised for the work they do. The head office is based just outside Stratford-upon-Avon, Warwickshire. Purpose of the role: As Compliance Administrator will be committed to providing exceptional administration support. A motivated and enthusiastic self-starter with the ability to co-ordinate and prioritise tasks, the ideal candidate will be confident working in both a busy team environment and on their own initiative. Strong organisational and communication skills are imperative. The Compliance Administrator will be positive, proactive and enthusiastic and enjoy working as part of a team. Key Accountabilities for the Compliance Administrator: Processing a variety of administration tasksProcessing new applications, updating any changesDelivering high levels of customer service over the phone and via emailAssisting in the Contact Centre with inbound and outbound calls when requiredLogging data forms, following up on verification and assisting with member queriesSupporting other departments with auditing essential documentation required by regulatorsCoordinating ISO and safety inspections with other departments Key Skills Required for the Compliance Administrator: Strong administration experienceHigh levels of attention to detail and accuracyConfident communicator with high levels of customer careAbility to build positive working relationships with internal and external teamAdaptable in a changing environmentProficient in Microsoft OfficeAbility to work on multiple projects simultaneouslyExcellent customer service skills What's in it for you? Starting salary of £26,000Full time hours 37.5Hybrid workingAnnual discretionary bonus up to 10%25 days holiday with option to buy sell holiday up to 10 daysCritical illness, Life assurance & disability income protectionOption to join Private medical insuranceOption to join subsidised gym membershipOption to join Bike to work schemeMyPerks discount platform and more!