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Senior Administrator

  • Salary: £25000.00 - £33000.00 per annum
  • Location: West Midlands
  • Sector: Administration, Financial Planning
  • Job type: Permanent
  • Date posted:
    18 Jul 2017
  • Job reference: 29153
Working for a successful firm on Henley-in-Arden's high street providing support to the 7 Advisers in a team of Administrators.


The Administrator’s role will include but is not limited to the following key functions initially as an Administrator:

* To fully use the Iress Software, Word, Excel and Access computer systems to ensure that all members of staff can be aware of on-going action to be taken with regard to clients. It is essential that the system is updated regularly whenever telephone calls are logged, correspondence received and valuations provided by the insurance company. All file correspondence to be scanned onto Virtual Cabinet
* To assist in the processing of new and existing business in accordance with administrative processes. The aim is to develop the necessary skills to understand the company’s prime function in providing financial services to individual and corporate clients. To ensure that compliance procedures are adhered to and that new business/client report is updated. Responsibility for maintaining own diary to ensure that outstanding work is chased up on a regular basis
* To carry out product/fund research as and when required
* To assist in answering queries relating to new and existing clients and to respond in a positive manner to develop client relationships
* To answer the telephone and to take information and notes in this regard, ensuring that messages are passed to the appropriate individuals promptly if unable to assist the caller with their query. Telephone answering will be on a shared basis with the other Administrators
* To undertake typing of letters, reports, file notes and other general matters in connection with company requirements, primarily using Iress’s standard letters
* Undertake any filing that is required and to keep it up to date
* To carry out general office duties including use of computers, fax, copier and Exchange system
* Provide back up support in all areas of the company's activities as and when required. This may include the provision of refreshments, to clients and staff and working after normal hours to ensure that tasks are completed efficiently in furtherance of company corporate aims
* To undertake the necessary professional qualifications in furtherance of carrying out the office and administrative functions as applicable. These targets will be agreed at an annual appraisal meeting with the Administration Manager. Training needs will be agreed at these meetings and regular testing done to ensure that you have the up to date knowledge required to carry out the job
* To ensure that you undertake the required continuous professional development as agreed at your appraisal meeting. You will need to maintain records of CPD to be presented to MD/Compliance Director at appraisal or other meetings

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
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