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My client is currently looking to appoint an experienced IFA Administrator to join their team in Preston. 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 Graeme Hyland 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.
Barchester Healthcare are looking for an experienced and dedicated Administrator to join our team and play a pivotal role within the home's management team. Providing the General Manager with the support needed to ensure the efficient running of a high quality home, this varied position encompasses managing Customer Experience elements alongside, HR, Recruitment, Payroll, Finance and the supervision of junior members of the administration team. You'll need to be a self-sufficient and professional individual who is enthusiastic and promotes a positive image when communicating with others and talking about the home, creating a positive impression. Along with strong IT skills and excellent organisation, our Administrators will need to be comfortable in giving others direction. RESPONSIBILITIES Oversee the day-to-day administrative functions of the home Promote a warm and welcoming environment for residents, staff and visitors Manage enquiries and showrounds of the home for prospective families, answering queries and managing the customer database appropriately to support the commercial performance and conversion of enquiries for the home. Support the team to drive the occupancy and reputation of the Care Home as part of a community engagement team Support residents and families, assisting with meetings and managing feedback with a focus on customer care. Assist with the recruitment of home staff in line with company policy and procedure, completing employment new starter checks and arranging inductions Complete payroll preparation for home based staff Recruit and oversee the junior members of the home administration team Provide low level advice and guidance to employees on generic queries using the HR tools and resources available Ensure that all personal files are stored securely and files are managed, organised and archived in line with internal guidance laid out Ensure all Employees have appropriate right to work and all documentation is recorded appropriately using systems in place Attend meetings and produce accurate notes and minutes where required Produce reports and statistics, take part in audits and inspections Ensure all rotas are complete Manage safe contents, petty cash and resident fund accounts Assist colleagues with accessing their e-learning on LMS including password resets Update ad-hoc training, supervisions/appraisals and fire drills on staff records Offer guidance on staff development opportunities including signposting to Apprenticeships and qualifications NEED TO HAVE Experience in a customer facing role Previous involvement in HR administration and recruitment High level of attention to detail and the ability to prioritise Proficient user of Microsoft- specifically Word, Excel and Outlook CIPD qualification would be beneficial REWARDS AND BENEFITS Rewarding Excellence bonus, meaning you will be financially rewarded by up to £500 for a Good or Outstanding CQC inspection Unlimited access to our generous refer a friend scheme, earning up to £500 per referral Access to a wide range of retail and leisure discounts at big brands and supermarkets Free access to medical specialists, who are available for a second opinion if you need it to make a decision with confidence Confidential and free access to counselling and legal services As the only healthcare provider to be accredited as one of the best companies to work for in the UK, Barchester are dedicated to ensuring that our team are respected and their contribution valued. If you are looking to develop your administrative career with an employer that is supportive and offers progression opportunities, Barchester is an empowering and rewarding place to be. 4400