Senior financial administrator Work, Jobs in Leamington Spa (with Salaries)

Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme
Senior Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Free parking
- Flexitime
Quick apply
Business Administrator
Digital Concept Engineering —Hinckley
- £12.71 - £13.50 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
6d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Business Support Apprentice
Warwickshire County Council —Warwick
- £20,947 a year
- Full-time
- English
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
6d
Operational Control Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Word
- Data analysis skills
- Continuous improvement
1d
Senior Pensions Administrator
Hymans Robertson LLP —Birmingham
- £30,000 - £43,000 a year
- Full-time
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
Quick apply
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Training & development
- Communication skills
- Employee assistance programme
Senior Administration Assistant (CHH)
Camping and Caravanning Club —Coventry
- £15,000 a year
- Part-time
- Databases
- Contracts
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £27,000 - £30,000 a year
- Full-time
- Financial services
Systems Manager
KRL Logistics —Solihull
- Full-time
- Continuous improvement
- IT
- Free parking
- Work from home
Quick apply
10d
HR Operations Manager
Bevan Brittan —Birmingham
- Hybrid work
- Continuous improvement
- No degree
- Contracts
- Employee assistance programme
13d
Senior Manager, Customer Success Engineering
Veeam Software —Birmingham
- Remote
- Leadership
- Annual leave
- Employee assistance programme
9d
Registered Home Manager
Quinton House & Gardens —Stratford-upon-Avon
- Up to £70,000 a year
- Full-time
- Management
- Medication administration
- Nursing home
Quick apply
3d
Payroll Manager
KF Security Solutions Ltd —Birmingham
- £31,000 - £33,000 a year
- Overtime
- Hybrid work
- Master's degree
- Analysis skills
- Team management
- Work from home
- Sick pay
Quick apply
Senior Project Manager
Gleeds —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Employee assistance programme
Senior Estimator - Birmingham
Galldris —Birmingham
- Civil engineering
- Writing skills
- Research
- Referral programme
Research Fellow - School of Social Policy - 107812 - Grade 8
University of Birmingham —Birmingham
- £47,389 - £63,606 a year
- Part-time
- Doctoral degree
- Research
- University
6d
Charity/Higher Education and Commercial Trusts Lawyer (2–6 Years PQE)
Pinsent Masons —Birmingham
- Full-time
- Travel
- Organisational skills
- Communication skills

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Senior IFA Administrator

RGH‑Global Limited
Coventry

Apply Now

Job details

Permanent | Part-time | Full-time
£26,000 - £34,000 a year

Benefits

Company pension
Employee assistance programme

Qualifications

Financial planning
Numeracy

Full job description

Senior IFA Administrator

This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice.

As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.

Key Responsibilities

Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters.
Ensure all compliance paperwork is accurately completed and maintained.
Prepare application forms and supporting documents for the advice process.
Process and manage new business and servicing cases, including more complex transactions, through to completion.
Monitor the progress of applications and proactively update Advisers on any issues or delays.
Action servicing requests and changes to clients investments.
Prepare client portfolio valuations and review packs.
Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases.

Requirements

Minimum of 3 years experience within an independent financial planning or wealth management firm.
Strong understanding of financial planning products, processes, and compliance requirements.
Ideally hold RO1 or CF1, or be working towards equivalent qualifications.
Excellent attention to detail with strong numeracy and literacy skills.
Proficient in Microsoft Office and financial planning software systems.

We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients.

Benefits

4x life assurance
Critical illness cover (2x)
Employee Assistance Programme
Health Cash Plan
5% employer pension contribution
Discretionary annual bonus
22 days holiday plus bank holidays (option to purchase an additional 5 days)
Hybrid working
Both full-time or part-time hours considered

Apply Now

Refine Your Search

senior financial administrator jobs in leamington spa

Senior IFA Administrator

Senior Administrator

Business Administrator

Senior Financial Planning Administrator

Business Support Apprentice

Operational Control Administrator

Senior Pensions Administrator

Senior Paraplanner

Senior Administration Assistant (CHH)

Paraplanner / Trainee Paraplanner / Administrator

IFA Administrator

Systems Manager

HR Operations Manager

Senior Manager, Customer Success Engineering

Registered Home Manager

Payroll Manager

Senior Project Manager

Senior Estimator - Birmingham

Research Fellow - School of Social Policy - 107812 - Grade 8

Charity/Higher Education and Commercial Trusts Lawyer (2–6 Years PQE)

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