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My client is currently looking to appoint an experienced IFA Administrator to join their team in Nottingham. The administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of output and good client service. Responsibilities Work closely with the Adviser on all aspects of their day-to-day work with clients Be involved in the processing of client business and interacting with the various pension and investment product providers Prepare for client meetings for the Advisers Work closely with product providers on changes to client's policies Diary Management Ensure client records, back-office system and shared folders are maintained and up to date Prepare first meeting packs Prepare mandates for signing, send signed copies to providers via email/post, monitor receipt of information within prescribed timescales, and preparing checklists (if required) Complete verification checks (AML & Financial Sanctions), and complete enhanced due diligence (if required) Send Attitude to Risk Questionnaire link to the client for completion ahead of the annual review meeting as required Prepare annual review meeting documents for the Adviser Assist the Adviser with post-client review meeting reports Work closely with the paraplanners to assist them in the drafting of Suitability Reports for clients Generate fee invoices using company's systems The company offer a competitive salary with 25 days holiday, DIS, PMI, Pension, income protection, a paid volunteering day each year and more. They are looking for: Previous experience in an IFA Administrator Strong knowledge of MS Office (specifically Word, Excel, PowerPoint and Share-point). Knowledge of IO is desirable Excellent organisational skills and attention to detail Good numeracy skills Proven ability to operate to tight deadlines with minimal supervision Excellent interpersonal and communication skills with an ability to liaise with all levels of personnel For more information please contact Rehana Sadiq 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.
Business: SARIA's UK operations have a market-leading presence in a wide range of sectors associated with the food chain. The Group's companies manufacture quality products for use in human and animal foodstuffs, agriculture, aquaculture, and industrial applications. The company also produces biofuels and renewable energy and provides services for farming and the food industry. The company has a UK annual turnover approaching £280 million and employs around 1,000 people at 19 sites across the country. The Position Applications are invited to apply for the position of Compliance Administrator based at our SARVAL Ltd, Nottingham site. This is a part time, permanent position, working 25 hours per week, Monday to Friday. As a Compliance Administrator your duties and responsibilities will vary based on the Company's requirements but will include: Provide comprehensive administrative support to the department, including data entry, filing, scanning, and other office tasks. Handle telephone calls with confidence and confidentiality, answering queries, taking messages, and transferring calls as needed. Assist with maintaining and updating data within the NVOLVE training system. Oversee and manage inventory, perform regular stock taking, and ensure timely and accurate ordering of supplies. Prepare and organise necessary documentation and data for audits. Assist with monthly internal audits. Take minutes during meetings and accurately type up handwritten notes. Work collaboratively alongside other members of the team. Engage in training and development opportunities as required. Perform any other day-to-day or ad hoc duties as needed to fulfil the role. Requirements Educated to a good level. Previous experience in an office administrator role. Knowledge of invoicing, costing and budgetary controls is desirable but not essential. Proficient in the use of Microsoft Office, including Word, Excel, and Outlook. Excellent written and verbal communication skills. Strong organisational skills with the ability to prioritise workload. Be able to work effectively both within a team and independently. Salary: Competitive Salary and Benefits package Please note that only shortlisted applicants will be contacted due to the high volume of CV's being received.