Boutique Wealth Management Firm Are you an experienced Financial Administrator looking to put down roots in a stable, people-first business? This award-winning independent firm is looking for a career-minded Administrator to join their close-knit team in Godalming. You'll be supporting Advisers and Paraplanners across the full client journey - from onboarding and valuations through to producing meeting packs and processing new business. This is a company where everyone genuinely knows each other, where quality matters more than volume, and where you can enjoy a settled, long-term role without constant churn or pressure. What you'll get: Competitive salary up to £35,000 + discretionary bonus One-stage interview and quick decision process Supportive, experienced colleagues and a relaxed, professional culture The chance to become an integral part of a well-respected local firm If you're looking for a long-term, stable opportunity in Financial Services, apply today or message me for a confidential chat to
Oct 10, 2025
Full time
Boutique Wealth Management Firm Are you an experienced Financial Administrator looking to put down roots in a stable, people-first business? This award-winning independent firm is looking for a career-minded Administrator to join their close-knit team in Godalming. You'll be supporting Advisers and Paraplanners across the full client journey - from onboarding and valuations through to producing meeting packs and processing new business. This is a company where everyone genuinely knows each other, where quality matters more than volume, and where you can enjoy a settled, long-term role without constant churn or pressure. What you'll get: Competitive salary up to £35,000 + discretionary bonus One-stage interview and quick decision process Supportive, experienced colleagues and a relaxed, professional culture The chance to become an integral part of a well-respected local firm If you're looking for a long-term, stable opportunity in Financial Services, apply today or message me for a confidential chat to
PENSIONS & INVESTMENTS ADMINISTRATOR LOCATION WIGAN SALAY UP TO 30,000 One of our well established clients, a Chartered Wealth Management firm in Southport are keen to take onboard an additional IFA Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary " Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants. Ref: NJR 15160
Oct 10, 2025
Full time
PENSIONS & INVESTMENTS ADMINISTRATOR LOCATION WIGAN SALAY UP TO 30,000 One of our well established clients, a Chartered Wealth Management firm in Southport are keen to take onboard an additional IFA Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary " Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants. Ref: NJR 15160
We are looking for a Legacy Administrator to support the administration of legacies left to the charity. This vital role helps ensure that Dogs Trust receives the legacy income needed to continue our life-saving work with dogs, while working closely with colleagues across the Legal Department to keep the charity operating smoothly and effectively. What does this role do? As a Legacy Administrator you will: Process incoming legacy notifications, involving managing post, opening new files on the First Class 4 database, and accurately inputting data from solicitors and Smee & Ford notification reports. Manage a caseload of pecuniary and specific legacies, ensuring timely receipt of income and accurate record-keeping. Represent and protect the charity s interests in correspondence with solicitors, other beneficiaries, and members of the public. Responding to queries via phone and monitoring and managing the Legacies inbox and escalating significant issues to senior members of the legacy administration team where needed. Maintain up-to-date and accurate records on the First Class 4 database, ensuring all legacy cases are regularly reviewed and progressed. Support with reporting, financial administration, and the management of specific gifts, including obtaining valuations and advice to maximise income for the charity. Process and allocate all legacy income accurately. Provide administrative support to the team and help with other ad hoc tasks as needed. Could this be you? Do you have? proven legacy administration skills preferably gained in a charity or another regulated sector? experience of working with First Class 4 database or an equivalent? excellent written and verbal communication skills? experience of drafting professional correspondence to solicitors and surveyors? Then this could be for you. This is a good opportunity if you are interested in administratively supporting a busy legacy team. Although not essential, a Certificate in Charity Legacy Administration is desirable. What does this team do? The Legal Department sits within the Finance, Legal & Governance Directorate and is responsible for overseeing all legal matters relating to the charity s operations and activities, ensuring compliance with applicable laws, managing legal risks, and providing strategic advice across a wide range of issues. The department works closely with senior leadership, trustees, and external legal partners to navigate complex legal challenges, and is also responsible for Legacy Administration. Interviews anticipated week commencing 3 November 2025 About Dogs Trust We love dogs. That s why we do whatever we can to make sure every four-legged friend gets the love they deserve. We ll never put a healthy dog down, so our work is focused on helping dogs in need, supporting owners every step of the walk, and creating a better world for dogs in the future. It s what we ve been doing since 1891 and how we ve grown to become the UK s leading dog charity, helping 12,000 loyal friends find their forever homes every year.
Oct 10, 2025
Full time
We are looking for a Legacy Administrator to support the administration of legacies left to the charity. This vital role helps ensure that Dogs Trust receives the legacy income needed to continue our life-saving work with dogs, while working closely with colleagues across the Legal Department to keep the charity operating smoothly and effectively. What does this role do? As a Legacy Administrator you will: Process incoming legacy notifications, involving managing post, opening new files on the First Class 4 database, and accurately inputting data from solicitors and Smee & Ford notification reports. Manage a caseload of pecuniary and specific legacies, ensuring timely receipt of income and accurate record-keeping. Represent and protect the charity s interests in correspondence with solicitors, other beneficiaries, and members of the public. Responding to queries via phone and monitoring and managing the Legacies inbox and escalating significant issues to senior members of the legacy administration team where needed. Maintain up-to-date and accurate records on the First Class 4 database, ensuring all legacy cases are regularly reviewed and progressed. Support with reporting, financial administration, and the management of specific gifts, including obtaining valuations and advice to maximise income for the charity. Process and allocate all legacy income accurately. Provide administrative support to the team and help with other ad hoc tasks as needed. Could this be you? Do you have? proven legacy administration skills preferably gained in a charity or another regulated sector? experience of working with First Class 4 database or an equivalent? excellent written and verbal communication skills? experience of drafting professional correspondence to solicitors and surveyors? Then this could be for you. This is a good opportunity if you are interested in administratively supporting a busy legacy team. Although not essential, a Certificate in Charity Legacy Administration is desirable. What does this team do? The Legal Department sits within the Finance, Legal & Governance Directorate and is responsible for overseeing all legal matters relating to the charity s operations and activities, ensuring compliance with applicable laws, managing legal risks, and providing strategic advice across a wide range of issues. The department works closely with senior leadership, trustees, and external legal partners to navigate complex legal challenges, and is also responsible for Legacy Administration. Interviews anticipated week commencing 3 November 2025 About Dogs Trust We love dogs. That s why we do whatever we can to make sure every four-legged friend gets the love they deserve. We ll never put a healthy dog down, so our work is focused on helping dogs in need, supporting owners every step of the walk, and creating a better world for dogs in the future. It s what we ve been doing since 1891 and how we ve grown to become the UK s leading dog charity, helping 12,000 loyal friends find their forever homes every year.
IFA Administrator Nottingham, Salary up to 30,000 (experience dependent) Hybrid working is available (2 Days Per week Flexible working hours. 6% Pension X3 Death in service NJR are currently working with a very well established and highly successful Chartered Wealth Management practice, who have a strong presence in the market place. As a result of organic growth, they now have an excellent opportunity for an ambitious and professional Senior IFA Administrator to join their thriving Business. This role would suit someone who is looking for the opportunity to work for an innovative and forward-thinking company, which will support you with your qualifications and career progression. You will ideally be working towards Diploma status and be familiar with a range of financial platforms, and have strong product knowledge in Pensions and Investments. Responsibilities, Processing financial transactions (related to investments, insurance policies, sales, fund switches, withdrawals, and so on) from the moment they are agreed and seeing them through to completion. " Communication to clients throughout the transaction process. " Requesting and collating financial information. " Preparing application forms and client documentation. " General client administration and communication. " Addressing complex administration queries and investigating any problems. " Providing support to financial planning advisers and paraplanners as required. " Processing new business The successful candidate will need to have previous experience of working within the Wealth Management sector as a Administrator and would ideally suit someone with a sound working knowledge of (Back Office system) It is expected that you will be consistently accurate in your work, be able to work on your own initiative and maintain the high level of professionalism that our clients expect. For more information please contact one of our specialist consultants quoting REF:NJR16042
Oct 10, 2025
Full time
IFA Administrator Nottingham, Salary up to 30,000 (experience dependent) Hybrid working is available (2 Days Per week Flexible working hours. 6% Pension X3 Death in service NJR are currently working with a very well established and highly successful Chartered Wealth Management practice, who have a strong presence in the market place. As a result of organic growth, they now have an excellent opportunity for an ambitious and professional Senior IFA Administrator to join their thriving Business. This role would suit someone who is looking for the opportunity to work for an innovative and forward-thinking company, which will support you with your qualifications and career progression. You will ideally be working towards Diploma status and be familiar with a range of financial platforms, and have strong product knowledge in Pensions and Investments. Responsibilities, Processing financial transactions (related to investments, insurance policies, sales, fund switches, withdrawals, and so on) from the moment they are agreed and seeing them through to completion. " Communication to clients throughout the transaction process. " Requesting and collating financial information. " Preparing application forms and client documentation. " General client administration and communication. " Addressing complex administration queries and investigating any problems. " Providing support to financial planning advisers and paraplanners as required. " Processing new business The successful candidate will need to have previous experience of working within the Wealth Management sector as a Administrator and would ideally suit someone with a sound working knowledge of (Back Office system) It is expected that you will be consistently accurate in your work, be able to work on your own initiative and maintain the high level of professionalism that our clients expect. For more information please contact one of our specialist consultants quoting REF:NJR16042
IFA Administrator Sutton Coldfield Salary up to 28,000 Free Parking Private Health Insurance X4 Death in Service Our Client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing organisation based in the Sutton Coldfield area. Our Client provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service. Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients. The Required Skills: Responsibilities " Experience of working within an IFA firm in an administrative role supporting financial advisers " CF1, R01, or equivalent desirable. " Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face. " Proficiency in Intelligent Office and Microsoft Office. " An understanding and working knowledge around pensions and investments " Outstanding organisational skills " New business processing " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Experience of using Intelligent Office is desirable " Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR16034
Oct 10, 2025
Full time
IFA Administrator Sutton Coldfield Salary up to 28,000 Free Parking Private Health Insurance X4 Death in Service Our Client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing organisation based in the Sutton Coldfield area. Our Client provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service. Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients. The Required Skills: Responsibilities " Experience of working within an IFA firm in an administrative role supporting financial advisers " CF1, R01, or equivalent desirable. " Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face. " Proficiency in Intelligent Office and Microsoft Office. " An understanding and working knowledge around pensions and investments " Outstanding organisational skills " New business processing " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Experience of using Intelligent Office is desirable " Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR16034
Financial Planning Administrator Leicester Salary up to £30,000 Our client are a well-established Wealth management organisation who have an excellent opportunity for an ambitious and talented 'Client Relationship Manager' to join their team based in the Leicester area. This role will suit someone who has been working within Financial Planning industry and has experience of processing new business with regards to Pensions & Investments. You will be providing paraplanning support to the Managing Director and other advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met. Daily you will be responsible for. " Accurately and efficiently supporting advisers " Preparing for client meetings " Completing Post meeting tasks for advisers " Producing accurate and timely quotations and research for clients " Dealing with non-advice client requests such as withdrawals and contributions " Letter/Email/Phone communication with clients and providers " Regularly updating internal back office systems " Writing high level client letters and emails " Submitting and monitoring new business " Ensuring all compliance points met (as per regulatory requirements) " Maintain and proactively secure Product, Technical and Regulatory knowledge to enhance " personal performance " Establish strong client relationships. " Carrying out other office tasks and activities as required The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting NJR15954
Oct 10, 2025
Full time
Financial Planning Administrator Leicester Salary up to £30,000 Our client are a well-established Wealth management organisation who have an excellent opportunity for an ambitious and talented 'Client Relationship Manager' to join their team based in the Leicester area. This role will suit someone who has been working within Financial Planning industry and has experience of processing new business with regards to Pensions & Investments. You will be providing paraplanning support to the Managing Director and other advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met. Daily you will be responsible for. " Accurately and efficiently supporting advisers " Preparing for client meetings " Completing Post meeting tasks for advisers " Producing accurate and timely quotations and research for clients " Dealing with non-advice client requests such as withdrawals and contributions " Letter/Email/Phone communication with clients and providers " Regularly updating internal back office systems " Writing high level client letters and emails " Submitting and monitoring new business " Ensuring all compliance points met (as per regulatory requirements) " Maintain and proactively secure Product, Technical and Regulatory knowledge to enhance " personal performance " Establish strong client relationships. " Carrying out other office tasks and activities as required The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting NJR15954
Sales Administrator Car Dealership Diss £28,000+ DOE Full-time Permanent 40 hours per week - Monday Friday The Role We re looking for an experienced Sales Administrator to join a busy car dealership team. You ll be responsible for ensuring all vehicle sales administration is completed accurately and efficiently, supporting the dealership s sales and management teams. Duties Process new and used car sales from order through to delivery Prepare and check invoices, vehicle paperwork, and finance documents Liaise with sales, accounts, and finance companies to ensure smooth transactions Maintain and update dealership systems and stock records Manage vehicle taxation and registration processes Ensure all work meets manufacturer and compliance standards Requirements Proven experience as a Sales Administrator within the motor trade or car dealership Strong administrative and organisational skills High attention to detail and accuracy Confident communicator and proactive team player IT literate (experience with DMS or Kerridge preferred) Benefits £28,000+ basic salary (depending on experience) Monday Friday working hours Career development within a franchised car dealership Supportive team culture and professional environment Apply today to join a leading car dealership as a Sales Administrator and play an essential role in the success of the sales department.
Oct 10, 2025
Full time
Sales Administrator Car Dealership Diss £28,000+ DOE Full-time Permanent 40 hours per week - Monday Friday The Role We re looking for an experienced Sales Administrator to join a busy car dealership team. You ll be responsible for ensuring all vehicle sales administration is completed accurately and efficiently, supporting the dealership s sales and management teams. Duties Process new and used car sales from order through to delivery Prepare and check invoices, vehicle paperwork, and finance documents Liaise with sales, accounts, and finance companies to ensure smooth transactions Maintain and update dealership systems and stock records Manage vehicle taxation and registration processes Ensure all work meets manufacturer and compliance standards Requirements Proven experience as a Sales Administrator within the motor trade or car dealership Strong administrative and organisational skills High attention to detail and accuracy Confident communicator and proactive team player IT literate (experience with DMS or Kerridge preferred) Benefits £28,000+ basic salary (depending on experience) Monday Friday working hours Career development within a franchised car dealership Supportive team culture and professional environment Apply today to join a leading car dealership as a Sales Administrator and play an essential role in the success of the sales department.
ECommerce & Digital Coordinator , Frimley: A leading leisure brand is seeking a Digital and Ecommerce Administrator to support its online operations. This role offers a blend of technical, creative, and commercial responsibilities, ideal for someone passionate about digital retail and brand growth. Client Details ECommerce & Digital Coordinator, Frimley: The hiring company is a well-regarded organisation within the retail industry, known for its commitment to providing exceptional customer experiences. As a small-sized company, they maintain a close-knit team and a collaborative working environment. Description ECommerce & Digital Coordinator, Frimley: Manage and respond to customer service enquiries through digital channels. Assist in maintaining the company's eCommerce platform, ensuring accurate product listings and content updates. Collaborate with internal teams to improve the online shopping experience. Work closely with customer service, sales and finance teams to ensure success of Ecommerce channels Monitor customer feedback and provide actionable insights to enhance service delivery. Support the implementation of digital marketing initiatives to drive online sales. Analyse website performance data and suggest improvements. Ensure all customer interactions are logged and resolved in a timely manner. Stay updated on eCommerce and digital trends within the retail sector. Profile A successful ECommerce & Digital professional should have: Previous experience in customer service, sales administration or eCommerce roles. Potentially be a graduate with a Business or Marketing Degree Knowledge of digital tools and platforms commonly used in the retail industry. Strong problem-solving skills and attention to detail. Ability to work collaboratively with cross-functional teams. Proficiency in managing and analysing website data. Excellent written and verbal communication skills. A passion for improving the digital customer experience. Looking for an office based role (this one is NOT Hybrid) where you have a fun team and lots of people to learn from and help grow your career. Unfortunately no sponsorship is available for this role and a visa with under 24 months would not be suitable for this permanent position. Job Offer Competitive salary of 25,000 to 28,000 per year, based on experience. Permanent role within a supportive and collaborative work environment. Opportunities for professional growth within the retail sector. Convenient location in Frimley with accessible transport links. A chance to contribute to a growing eCommerce and digital team. If you're looking to further your career in the retail industry and take on an exciting challenge in Frimley, we encourage you to apply today
Oct 10, 2025
Full time
ECommerce & Digital Coordinator , Frimley: A leading leisure brand is seeking a Digital and Ecommerce Administrator to support its online operations. This role offers a blend of technical, creative, and commercial responsibilities, ideal for someone passionate about digital retail and brand growth. Client Details ECommerce & Digital Coordinator, Frimley: The hiring company is a well-regarded organisation within the retail industry, known for its commitment to providing exceptional customer experiences. As a small-sized company, they maintain a close-knit team and a collaborative working environment. Description ECommerce & Digital Coordinator, Frimley: Manage and respond to customer service enquiries through digital channels. Assist in maintaining the company's eCommerce platform, ensuring accurate product listings and content updates. Collaborate with internal teams to improve the online shopping experience. Work closely with customer service, sales and finance teams to ensure success of Ecommerce channels Monitor customer feedback and provide actionable insights to enhance service delivery. Support the implementation of digital marketing initiatives to drive online sales. Analyse website performance data and suggest improvements. Ensure all customer interactions are logged and resolved in a timely manner. Stay updated on eCommerce and digital trends within the retail sector. Profile A successful ECommerce & Digital professional should have: Previous experience in customer service, sales administration or eCommerce roles. Potentially be a graduate with a Business or Marketing Degree Knowledge of digital tools and platforms commonly used in the retail industry. Strong problem-solving skills and attention to detail. Ability to work collaboratively with cross-functional teams. Proficiency in managing and analysing website data. Excellent written and verbal communication skills. A passion for improving the digital customer experience. Looking for an office based role (this one is NOT Hybrid) where you have a fun team and lots of people to learn from and help grow your career. Unfortunately no sponsorship is available for this role and a visa with under 24 months would not be suitable for this permanent position. Job Offer Competitive salary of 25,000 to 28,000 per year, based on experience. Permanent role within a supportive and collaborative work environment. Opportunities for professional growth within the retail sector. Convenient location in Frimley with accessible transport links. A chance to contribute to a growing eCommerce and digital team. If you're looking to further your career in the retail industry and take on an exciting challenge in Frimley, we encourage you to apply today
These opportunities are so rare! Are you Level 4 qualified from a Financial Services linked company? IF so, we are looking for a trainee Financial Adviser to join one of the areas market leading, award winning Financial Planning firms This client has a well known business in the Kent area The client is ready to train the successful candidate and give you the chance to become an Financial Adviser in this lucrative industry We are seeking someone who has already passed and gained their Level 4 Diploma in Financial Services The ideal candidate will be a Paraplanner/BDM/Administrator who has had client contact This role will have a realistic 18 month training program and during this period you will work supporting an established Adviser in a support function All training Office based in Sevenoaks Mon-Fri 9-5 Full Benefits package Bonus package Please only apply if you have Level 4 Diploma and some form of Financial Services experience
Oct 10, 2025
Full time
These opportunities are so rare! Are you Level 4 qualified from a Financial Services linked company? IF so, we are looking for a trainee Financial Adviser to join one of the areas market leading, award winning Financial Planning firms This client has a well known business in the Kent area The client is ready to train the successful candidate and give you the chance to become an Financial Adviser in this lucrative industry We are seeking someone who has already passed and gained their Level 4 Diploma in Financial Services The ideal candidate will be a Paraplanner/BDM/Administrator who has had client contact This role will have a realistic 18 month training program and during this period you will work supporting an established Adviser in a support function All training Office based in Sevenoaks Mon-Fri 9-5 Full Benefits package Bonus package Please only apply if you have Level 4 Diploma and some form of Financial Services experience
We are recruiting for a Loan Administrator to work for an award winning financial services team in Wilmslow. Due to company growth they looking for additional support in their processing team. In this role, you'll be a key part of the lending process, working closely with underwriting teams to ensure every check and procedure is completed with precision. It's a great opportunity for someone who takes pride in getting the details right and enjoys being part of a fast-paced, supportive environment.You'll receive a competitive salary of £25,000 - £30,000, plus a great range of benefits, including team socials and trips that make for a vibrant, collaborative workplace.Our client is a forward-thinking financial services company known for delivering outstanding client experiences. They take pride in their supportive culture and commitment to helping every team member succeed. As a Loan Administrator, your responsibilities will include: Reviewing applications to ensure all relevant paperwork is submitted. Organising client information for efficient loan processing. Checking loan-to-value and debt-to-income ratios. Completing detailed affordability assessments. Requesting credit checks and issuing necessary paperwork. Handling enquiries from applicants and lenders. Drafting case rationale for investors and senior management. Completing AML checks and maintaining accurate records. Working to deadlines for submission of paperwork. Package and Benefits: The Loan Administrator role comes with a comprehensive package including: Annual salary of £25,000 - £30,000. 24 holidays plus bank holidays, increasing to 25 after one year. Westfield Health cash plan. 24-hour colleague assistance helpline. Proximity to Wilmslow train station. Team social events and trips. The ideal Loan Administrator candidate will have: Excellent interpersonal and communication skills. Attention to detail and high-level numeracy. Understanding of financial processes and credit scores. Expertise in databases, word processors, and spreadsheets. Proven customer service skills and exceptional organisation. Ability to multi-task and prioritise effectively. If you have experience or interest in roles such as Loan Administrator, Credit Analyst, Underwriting Assistant, Financial Processor, or Loan Officer, you might find the Loans Processor role to be a perfect fit for your skills and career aspirations.If you're ready to take on a challenging and rewarding role as a Loans Processor, apply today to join a company that values its employees and offers a supportive and engaging work environment. Alternatively please call Jenni on for more information.JL_FIN
Oct 10, 2025
Full time
We are recruiting for a Loan Administrator to work for an award winning financial services team in Wilmslow. Due to company growth they looking for additional support in their processing team. In this role, you'll be a key part of the lending process, working closely with underwriting teams to ensure every check and procedure is completed with precision. It's a great opportunity for someone who takes pride in getting the details right and enjoys being part of a fast-paced, supportive environment.You'll receive a competitive salary of £25,000 - £30,000, plus a great range of benefits, including team socials and trips that make for a vibrant, collaborative workplace.Our client is a forward-thinking financial services company known for delivering outstanding client experiences. They take pride in their supportive culture and commitment to helping every team member succeed. As a Loan Administrator, your responsibilities will include: Reviewing applications to ensure all relevant paperwork is submitted. Organising client information for efficient loan processing. Checking loan-to-value and debt-to-income ratios. Completing detailed affordability assessments. Requesting credit checks and issuing necessary paperwork. Handling enquiries from applicants and lenders. Drafting case rationale for investors and senior management. Completing AML checks and maintaining accurate records. Working to deadlines for submission of paperwork. Package and Benefits: The Loan Administrator role comes with a comprehensive package including: Annual salary of £25,000 - £30,000. 24 holidays plus bank holidays, increasing to 25 after one year. Westfield Health cash plan. 24-hour colleague assistance helpline. Proximity to Wilmslow train station. Team social events and trips. The ideal Loan Administrator candidate will have: Excellent interpersonal and communication skills. Attention to detail and high-level numeracy. Understanding of financial processes and credit scores. Expertise in databases, word processors, and spreadsheets. Proven customer service skills and exceptional organisation. Ability to multi-task and prioritise effectively. If you have experience or interest in roles such as Loan Administrator, Credit Analyst, Underwriting Assistant, Financial Processor, or Loan Officer, you might find the Loans Processor role to be a perfect fit for your skills and career aspirations.If you're ready to take on a challenging and rewarding role as a Loans Processor, apply today to join a company that values its employees and offers a supportive and engaging work environment. Alternatively please call Jenni on for more information.JL_FIN
Sewell Wallis is recruiting for an amazing opportunity for an Accounts Payable Assistant to join a well established and growing team based in Leeds, West Yorkshire! This organisation has a rich history and this Accounts Payable Assistant would be a great role for someone looking for longevity and stability! What skills will you need? Ensure the accurate coding, processing and review of purchase ledger invoices and PO's. Process employee expense claims and perform interim approval against the group expense policy. Manage the input of expense claims input into the accounting ledgers. Manage and reconcile key purchase ledger control accounts. Prepare payment runs for review and sign off and processing by the Cash team Manage supplier queries. What's on offer? 26,000 - 28,000 salary Hybrid working Central location Great organisation with ample growth/development opportunity Apply below or contact Hashim for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Oct 10, 2025
Full time
Sewell Wallis is recruiting for an amazing opportunity for an Accounts Payable Assistant to join a well established and growing team based in Leeds, West Yorkshire! This organisation has a rich history and this Accounts Payable Assistant would be a great role for someone looking for longevity and stability! What skills will you need? Ensure the accurate coding, processing and review of purchase ledger invoices and PO's. Process employee expense claims and perform interim approval against the group expense policy. Manage the input of expense claims input into the accounting ledgers. Manage and reconcile key purchase ledger control accounts. Prepare payment runs for review and sign off and processing by the Cash team Manage supplier queries. What's on offer? 26,000 - 28,000 salary Hybrid working Central location Great organisation with ample growth/development opportunity Apply below or contact Hashim for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
System C Healthcare Limited
Stratford-upon-avon, Warwickshire
System C is the UKs leading health and social care software and services company. Our easy-to-use IT platforms provide a complete view of the individual across all care settings, helping integrate services and improve care. Our finance team is seeking a Billing Coordinator to ensure accurate and efficient billing to meet the business operational requirements and provide high standards of customer s click apply for full job details
Oct 10, 2025
Full time
System C is the UKs leading health and social care software and services company. Our easy-to-use IT platforms provide a complete view of the individual across all care settings, helping integrate services and improve care. Our finance team is seeking a Billing Coordinator to ensure accurate and efficient billing to meet the business operational requirements and provide high standards of customer s click apply for full job details
Direct Recruitment (Midlands) Ltd
Stone, Staffordshire
Job Title: Finance Administrator Support Our Busy Accounts Department Location: Stone, Staffordshire Employment Type: Full-time Salary: £27000-£29000 About Us: We re are representing a fast-growing company in the manufacturing sector. The team takes pride in delivering quality service and maintaining strong financial systems that keep our business running smoothly. We re now looking for a motivated Finance Administrator to join our busy accounts department and support our ongoing success. The Role: As a Finance Administrator, you ll play an important part in keeping our financial operations organised and efficient. You ll be responsible for day-to-day accounting tasks and providing administrative support to the finance team. Key Responsibilities: Processing invoices, payments, and expenses accurately and on time Reconciling supplier statements and resolving account queries Assisting with credit control and maintaining up-to-date records Supporting month-end and year-end processes Maintaining accurate and organised financial documentation Liaising with internal departments and external suppliers General administrative duties as required About You: Previous experience in an accounts or finance administration role Good understanding of basic accounting processes Strong attention to detail and accuracy Proficient in Microsoft Excel and accounting software (e.g., Xero, MYOB, Sage, or similar) Excellent organisational and communication skills Able to work independently and as part of a team What We Offer: Supportive and friendly team environment Opportunities for growth and professional development How to Apply: If you re a detail-oriented individual who enjoys working with numbers and wants to contribute to a dynamic team, we d love to hear from you! Please send your CV and a short cover letter by clicking appy
Oct 10, 2025
Full time
Job Title: Finance Administrator Support Our Busy Accounts Department Location: Stone, Staffordshire Employment Type: Full-time Salary: £27000-£29000 About Us: We re are representing a fast-growing company in the manufacturing sector. The team takes pride in delivering quality service and maintaining strong financial systems that keep our business running smoothly. We re now looking for a motivated Finance Administrator to join our busy accounts department and support our ongoing success. The Role: As a Finance Administrator, you ll play an important part in keeping our financial operations organised and efficient. You ll be responsible for day-to-day accounting tasks and providing administrative support to the finance team. Key Responsibilities: Processing invoices, payments, and expenses accurately and on time Reconciling supplier statements and resolving account queries Assisting with credit control and maintaining up-to-date records Supporting month-end and year-end processes Maintaining accurate and organised financial documentation Liaising with internal departments and external suppliers General administrative duties as required About You: Previous experience in an accounts or finance administration role Good understanding of basic accounting processes Strong attention to detail and accuracy Proficient in Microsoft Excel and accounting software (e.g., Xero, MYOB, Sage, or similar) Excellent organisational and communication skills Able to work independently and as part of a team What We Offer: Supportive and friendly team environment Opportunities for growth and professional development How to Apply: If you re a detail-oriented individual who enjoys working with numbers and wants to contribute to a dynamic team, we d love to hear from you! Please send your CV and a short cover letter by clicking appy
Sales Support / Administrator Property Sector Full-Time Permanent Office-Based (1 day WFH flexibility) On-site parking available A leading property developer with several stunning new home developments is looking to bring on board a Sales Support / Administrator to join their busy and high-performing team. This role is perfect for someone with a strong admin background, ideally within property, legal, or conveyancing , who thrives in a fast-paced environment and is passionate about detail, compliance, and teamwork. Role Overview: You ll be the backbone of the sales support process, working closely with the Sales and Legal teams to manage reservations through to completion. You ll be preparing legal documentation, conducting anti-money laundering (AML) checks, liaising with solicitors and buyers, and ensuring all data is recorded accurately throughout the process. K ey Responsibilities: Support the full sales cycle from reservation to exchange and completion Prepare and process legal paperwork for property sales Carry out AML checks and due diligence on buyers Liaise with solicitors, buyers, Sales Managers and internal departments Update trackers, CRM systems, and sales spreadsheets Join weekly site legal meetings and contribute to meeting progression deadlines Track sales targets and highlight potential risk exchanges or completions Assist with preparation of development white packs and marketing documentation Support with onboarding, organising training sessions, and coordinating sales conferences Ad hoc administrative support to Sales & Marketing and Finance Directors Occasional travel to development sites and support at launch events Ideal Candidate: Proven administrative experience, ideally in new homes, property law, or conveyancing High attention to detail, organisation, and ability to manage multiple priorities Comfortable dealing with a wide range of stakeholders (internal and external) Proactive, dependable, and a team player Understanding of AML procedures and sales compliance Familiar with CRM systems (C360 experience beneficial but not essential) Confident communicator with a flexible, hands-on approach Keen to deliver first-class internal and external customer service Details: Hours: Monday Friday, full-time Location: Office-based (flexibility for 1 day remote per week) Parking: Free on-site parking Salary: Competitive, depending on experience
Oct 10, 2025
Full time
Sales Support / Administrator Property Sector Full-Time Permanent Office-Based (1 day WFH flexibility) On-site parking available A leading property developer with several stunning new home developments is looking to bring on board a Sales Support / Administrator to join their busy and high-performing team. This role is perfect for someone with a strong admin background, ideally within property, legal, or conveyancing , who thrives in a fast-paced environment and is passionate about detail, compliance, and teamwork. Role Overview: You ll be the backbone of the sales support process, working closely with the Sales and Legal teams to manage reservations through to completion. You ll be preparing legal documentation, conducting anti-money laundering (AML) checks, liaising with solicitors and buyers, and ensuring all data is recorded accurately throughout the process. K ey Responsibilities: Support the full sales cycle from reservation to exchange and completion Prepare and process legal paperwork for property sales Carry out AML checks and due diligence on buyers Liaise with solicitors, buyers, Sales Managers and internal departments Update trackers, CRM systems, and sales spreadsheets Join weekly site legal meetings and contribute to meeting progression deadlines Track sales targets and highlight potential risk exchanges or completions Assist with preparation of development white packs and marketing documentation Support with onboarding, organising training sessions, and coordinating sales conferences Ad hoc administrative support to Sales & Marketing and Finance Directors Occasional travel to development sites and support at launch events Ideal Candidate: Proven administrative experience, ideally in new homes, property law, or conveyancing High attention to detail, organisation, and ability to manage multiple priorities Comfortable dealing with a wide range of stakeholders (internal and external) Proactive, dependable, and a team player Understanding of AML procedures and sales compliance Familiar with CRM systems (C360 experience beneficial but not essential) Confident communicator with a flexible, hands-on approach Keen to deliver first-class internal and external customer service Details: Hours: Monday Friday, full-time Location: Office-based (flexibility for 1 day remote per week) Parking: Free on-site parking Salary: Competitive, depending on experience
Our client is a very well established financial planning firm based in Alderley Edge, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region. They are currently recruiting a Client Support Executive to join their growing team. About you To thrive as an Administrator, you will need specific experience and skills. You should be able to tick these boxes: Administration experience, preferably in a financial planning company A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment. Responsibilities Processing authority letters, gathering financial data for new clients and annual reviews. Preparing application forms and client documentation. Processing financial transactions on platforms. Preparing client reviews, including gathering financial data, updating goals information and setting up meetings. Dealing with the post, emails and any correspondence relating to clients or their financial situation. Providing administrative support to the financial planners and paraplanners as required. Supporting clients with administrative queries and communication as required. What is on offer The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.The opportunity to be part of a team delivering truly great financial planning advice to our interesting and varied range of clients, working closely with all our financial planners and paraplanners.Salary is dependent on experience.
Oct 10, 2025
Full time
Our client is a very well established financial planning firm based in Alderley Edge, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region. They are currently recruiting a Client Support Executive to join their growing team. About you To thrive as an Administrator, you will need specific experience and skills. You should be able to tick these boxes: Administration experience, preferably in a financial planning company A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment. Responsibilities Processing authority letters, gathering financial data for new clients and annual reviews. Preparing application forms and client documentation. Processing financial transactions on platforms. Preparing client reviews, including gathering financial data, updating goals information and setting up meetings. Dealing with the post, emails and any correspondence relating to clients or their financial situation. Providing administrative support to the financial planners and paraplanners as required. Supporting clients with administrative queries and communication as required. What is on offer The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.The opportunity to be part of a team delivering truly great financial planning advice to our interesting and varied range of clients, working closely with all our financial planners and paraplanners.Salary is dependent on experience.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Ipswich offices. The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration. Specific Responsibilities: The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable: - Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries, Screening phone calls, enquiries and requests, and handling them where appropriate, Preparation of client review packs, Illustration requests, Back office support, Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures, Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant, Keep up to date with financial products and legislation, Comply with all company and industry guidelines, rules and regulations Experience and key requirements are: Experience working in a Financial Advice firm is advantageous, The role requires a reliable individual who has the ability to manage and prioritise workloads, Role holders will be motivated, friendly and professional at all times, Outstanding communication skills at all levels, Ability to produce business correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy, Analytical and problem solving skills, Experience of working as part of a team, Flexibility/ adaptability to cope with change, Confident with IT and office software packages (Word, Excel, PowerPoint etc).
Oct 10, 2025
Full time
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Ipswich offices. The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration. Specific Responsibilities: The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable: - Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries, Screening phone calls, enquiries and requests, and handling them where appropriate, Preparation of client review packs, Illustration requests, Back office support, Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures, Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant, Keep up to date with financial products and legislation, Comply with all company and industry guidelines, rules and regulations Experience and key requirements are: Experience working in a Financial Advice firm is advantageous, The role requires a reliable individual who has the ability to manage and prioritise workloads, Role holders will be motivated, friendly and professional at all times, Outstanding communication skills at all levels, Ability to produce business correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy, Analytical and problem solving skills, Experience of working as part of a team, Flexibility/ adaptability to cope with change, Confident with IT and office software packages (Word, Excel, PowerPoint etc).
Sewell Wallis are working with a well-known business based in Doncaster, South Yorkshire who are looking for an Accounts Payable Administrator to join their team on a 12-month fixed term contract. You will play a key role in supporting the team as they adapt to an increase in workload. This is a great opportunity to anyone experience within Accounts Payable who is immediately available and open to contract work. You'll be able to take ownership of key processes as well as assisting the wider team with more varied duties when required. What will you be doing? Accurately processing high volumes of supplier invoices daily. Matching invoices to purchase orders and delivery notes consistently. Checking and obtaining authorisation for invoices before posting. Preparing and processing supplier payments via BACS within agreed payment terms. Reconciling supplier statements and resolving any discrepancies promptly. Maintaining accurate and up-to-date supplier records. Liaising with internal departments and suppliers to resolve invoice and payment queries. Assisting with credit notes and refunds when required. Providing support to the sales ledger and payroll teams during busy periods or absence cover. What skills are we looking for? Previous experience within an accounts payable or purchase ledger role. Strong attention to detail and a methodical approach to work. Confident communicator, able to build relationships both internally and externally. Good Excel skills and experience using accounting software (Sage 50 desirable). Highly organised with the ability to manage a busy workload and meet deadlines. Positive attitude and a willingness to assist the wider finance team. What's on offer? Flexible hours. Potential for contract extension. Supportive and friendly working environment. Free on-site parking. Opportunity to broaden experience across the wider finance function. For more information, and to avoid missing out on this opportunity, please contact Eleanor Kirk. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Oct 10, 2025
Contractor
Sewell Wallis are working with a well-known business based in Doncaster, South Yorkshire who are looking for an Accounts Payable Administrator to join their team on a 12-month fixed term contract. You will play a key role in supporting the team as they adapt to an increase in workload. This is a great opportunity to anyone experience within Accounts Payable who is immediately available and open to contract work. You'll be able to take ownership of key processes as well as assisting the wider team with more varied duties when required. What will you be doing? Accurately processing high volumes of supplier invoices daily. Matching invoices to purchase orders and delivery notes consistently. Checking and obtaining authorisation for invoices before posting. Preparing and processing supplier payments via BACS within agreed payment terms. Reconciling supplier statements and resolving any discrepancies promptly. Maintaining accurate and up-to-date supplier records. Liaising with internal departments and suppliers to resolve invoice and payment queries. Assisting with credit notes and refunds when required. Providing support to the sales ledger and payroll teams during busy periods or absence cover. What skills are we looking for? Previous experience within an accounts payable or purchase ledger role. Strong attention to detail and a methodical approach to work. Confident communicator, able to build relationships both internally and externally. Good Excel skills and experience using accounting software (Sage 50 desirable). Highly organised with the ability to manage a busy workload and meet deadlines. Positive attitude and a willingness to assist the wider finance team. What's on offer? Flexible hours. Potential for contract extension. Supportive and friendly working environment. Free on-site parking. Opportunity to broaden experience across the wider finance function. For more information, and to avoid missing out on this opportunity, please contact Eleanor Kirk. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Bond Recruitment is delighted to be recruiting an experienced IFA Administrator on behalf of our client, a well-established and respected firm of Independent Financial Advisers in Altrincham.The RoleMeeting and greeting clients, answering and dealing with incoming enquiriesDiary Management - arranging appointments with clients and updating adviser's diaries.New Business - Obtain illustrations, application documents and all paperwork required for business processing Processing and submitting new business adhering to the new business workflow Case Ownership - Following submission of new business, tracking this all the way through to completion, keeping the client updated and managing their expectations throughout. Letters of Authority - submitting to client for signature and to providers to get all of the required plan details for research and analysis Existing Clients Portfolio rebalancing and trading Processing withdrawals and contributions and monitoring these through to completion Preparing clients packs for Annual Review meetings and then completing the work required post meeting supplied via the advisers meeting notes General Minimum of 2 years experience within a financial advice firm supporting IFAs Very high level of attention to detail Ability to work independently managing their own workload of tasks delegated by team manager Previous experience with the following providers would be very useful in terms of familiarity with navigating their website for client information and completing transactions but also submitting new business - A J Bell, Transact, Royal London, Canada Life International Experience using back office system Intelliflo and any experience of the following would be very useful but not essential - Defaqto, O&M profiler, IO Planning (Cashflow planning) Full office based, no working from home, full time 9.00-5.00 Monday - Friday, 24 days holiday, Available following 3 months permanent service - Income Protection - 75% of salary, payable after the 13-week deferred period. Group life cover (death in service) - 4x salary
Oct 10, 2025
Full time
Bond Recruitment is delighted to be recruiting an experienced IFA Administrator on behalf of our client, a well-established and respected firm of Independent Financial Advisers in Altrincham.The RoleMeeting and greeting clients, answering and dealing with incoming enquiriesDiary Management - arranging appointments with clients and updating adviser's diaries.New Business - Obtain illustrations, application documents and all paperwork required for business processing Processing and submitting new business adhering to the new business workflow Case Ownership - Following submission of new business, tracking this all the way through to completion, keeping the client updated and managing their expectations throughout. Letters of Authority - submitting to client for signature and to providers to get all of the required plan details for research and analysis Existing Clients Portfolio rebalancing and trading Processing withdrawals and contributions and monitoring these through to completion Preparing clients packs for Annual Review meetings and then completing the work required post meeting supplied via the advisers meeting notes General Minimum of 2 years experience within a financial advice firm supporting IFAs Very high level of attention to detail Ability to work independently managing their own workload of tasks delegated by team manager Previous experience with the following providers would be very useful in terms of familiarity with navigating their website for client information and completing transactions but also submitting new business - A J Bell, Transact, Royal London, Canada Life International Experience using back office system Intelliflo and any experience of the following would be very useful but not essential - Defaqto, O&M profiler, IO Planning (Cashflow planning) Full office based, no working from home, full time 9.00-5.00 Monday - Friday, 24 days holiday, Available following 3 months permanent service - Income Protection - 75% of salary, payable after the 13-week deferred period. Group life cover (death in service) - 4x salary
Working in collaboration with 5 Financial Advisers, Paraplanners and Administration, you will prepare recommendations and produce suitability reports, including implementing recommendations and reviewing the client's financial affairs, and preparing and maintaining client records. The role will involve promoting the company's services in a professional and FCA compliant manner. Core Duties and Responsibilities: Working in collaboration with Financial Advisers and other colleagues you will deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Working in collaboration with a client's Financial Adviser you will collect and collate information and data about (and from) the client in accordance with the principle of 'know your client' and ensure all the required compliance documentation is present and correct. You will discuss with the Financial Adviser the client's objectives, identifying and obtaining the information necessary to compile a financial planning report. Working in collaboration with the Financial Adviser you will assist to identify areas for planning and identify solutions suitable to meet the client's needs and objectives. Working in collaboration with the Financial Adviser you will review the client's investment portfolio, asset allocation, risk profile etc You will obtain information, quotes, illustrations and product details, and provide comparisons for analysis. You will prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre-completion of documentation ready for clients to check and sign. You may at times be required to assist and provide support with administrative functions, for example: new business processing, re balances and organising future planning meetings with the client on behalf of the Financial Adviser. You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review. Team Support/Communication: It is important that the Financial Advisors, Paraplanners and Administrators work well together as a strong team, offering assistance to clients irrespective of whether or not the Financial Adviser is available. You will be expected to cover for colleagues who may be absent. You will: Participate in all team communications (meetings/emails etc) to ensure a proactive and informative contribution is made. Make a positive contribution to support the team working collectively and consistently at all times through regular communication, sharing of information, job shadowing, on the job support etc. Key Skills Understanding of the Financial Planning process Able to work within defined business processes Ability to achieve agreed outcomes without supervision Prioritise and plan own workload Attention to detail and accuracy Articulate Excellent inter personal skills, both written and verbal Ability to multi task and prioritise effectively Good IT skills Good report writing skills Ability to work independently and in a team Knowledge & Experience Experience of maintaining good working relationships in the delivery of financial advice services or similar environment Experience in writing complex and detailed reports for cases Ability to assess information, make comparisons and identify critical features Ability to acquire update and apply new skills and knowledge Set own goals and want to deliver agreed targets Proficient knowledge of Pensions and retirement planning, Investments, tax planning and regulation within the financial services industry. IT Skills Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook) Experience in working with various pension and investment providers extranets. Personal Skills Communication, Team working, Professional integrity. Flexibility: The flexibility for and commitment to continual service development and improvement Training: Ability to contribute and support the delivery of a training programme. Be able to work within defined business processes The Package Salary range £30,000 - £55,000 dependent on experience and qualifications. Excellent working environment Career development opportunities.
Oct 10, 2025
Full time
Working in collaboration with 5 Financial Advisers, Paraplanners and Administration, you will prepare recommendations and produce suitability reports, including implementing recommendations and reviewing the client's financial affairs, and preparing and maintaining client records. The role will involve promoting the company's services in a professional and FCA compliant manner. Core Duties and Responsibilities: Working in collaboration with Financial Advisers and other colleagues you will deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Working in collaboration with a client's Financial Adviser you will collect and collate information and data about (and from) the client in accordance with the principle of 'know your client' and ensure all the required compliance documentation is present and correct. You will discuss with the Financial Adviser the client's objectives, identifying and obtaining the information necessary to compile a financial planning report. Working in collaboration with the Financial Adviser you will assist to identify areas for planning and identify solutions suitable to meet the client's needs and objectives. Working in collaboration with the Financial Adviser you will review the client's investment portfolio, asset allocation, risk profile etc You will obtain information, quotes, illustrations and product details, and provide comparisons for analysis. You will prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre-completion of documentation ready for clients to check and sign. You may at times be required to assist and provide support with administrative functions, for example: new business processing, re balances and organising future planning meetings with the client on behalf of the Financial Adviser. You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review. Team Support/Communication: It is important that the Financial Advisors, Paraplanners and Administrators work well together as a strong team, offering assistance to clients irrespective of whether or not the Financial Adviser is available. You will be expected to cover for colleagues who may be absent. You will: Participate in all team communications (meetings/emails etc) to ensure a proactive and informative contribution is made. Make a positive contribution to support the team working collectively and consistently at all times through regular communication, sharing of information, job shadowing, on the job support etc. Key Skills Understanding of the Financial Planning process Able to work within defined business processes Ability to achieve agreed outcomes without supervision Prioritise and plan own workload Attention to detail and accuracy Articulate Excellent inter personal skills, both written and verbal Ability to multi task and prioritise effectively Good IT skills Good report writing skills Ability to work independently and in a team Knowledge & Experience Experience of maintaining good working relationships in the delivery of financial advice services or similar environment Experience in writing complex and detailed reports for cases Ability to assess information, make comparisons and identify critical features Ability to acquire update and apply new skills and knowledge Set own goals and want to deliver agreed targets Proficient knowledge of Pensions and retirement planning, Investments, tax planning and regulation within the financial services industry. IT Skills Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook) Experience in working with various pension and investment providers extranets. Personal Skills Communication, Team working, Professional integrity. Flexibility: The flexibility for and commitment to continual service development and improvement Training: Ability to contribute and support the delivery of a training programme. Be able to work within defined business processes The Package Salary range £30,000 - £55,000 dependent on experience and qualifications. Excellent working environment Career development opportunities.
Bond Recruitment is delighted to be recruiting an experienced IFA Administrator on behalf of our client, a well respected provider of Independent Financial Advice and Mortgages close to Lytham, Lancashire.You will be working in a small friendly administration team providing top quality administration support to the IFAs and their clients. You will be a strong team player but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. Being able to prioritise and manage your workload effectively is important as this is a very busy role. The Role: Dealing with adhoc queries from Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to back office Processing Letters of Authority Valuations Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes / illustrations / Fact Sheets / Order Projections Booking Client Review Appointments & Managing IFA's diary Print & Bind Client Suitability Reports Administration of client investment funds, constructing client portfolios Update IFA & Client of progress on New Business cases Maintenance of all client policy data & associated income expectancies Process Client Withdrawals as and when required Requirements: Skills Good communication skills, both oral and written Excellent administrative skills Accurate keyboard / data entry skills Excellent accuracy skills and attention to detail An excellent team player with an adaptable and flexible approach to work Ability to build and develop effective working relationships at all levels Experience Experience within an administration role - Essential Financial services industry experience - Ideal Experience of working within defined service standards, policies and procedures Longevity and proven commitment within previous employment - Essential Knowledge Good knowledge of Microsoft Office A proven track record in delivering excellent client satisfaction A good knowledge and understanding of a wide range of financial products - Ideal Basic knowledge of regulatory requirements - Ideal
Oct 10, 2025
Full time
Bond Recruitment is delighted to be recruiting an experienced IFA Administrator on behalf of our client, a well respected provider of Independent Financial Advice and Mortgages close to Lytham, Lancashire.You will be working in a small friendly administration team providing top quality administration support to the IFAs and their clients. You will be a strong team player but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. Being able to prioritise and manage your workload effectively is important as this is a very busy role. The Role: Dealing with adhoc queries from Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to back office Processing Letters of Authority Valuations Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes / illustrations / Fact Sheets / Order Projections Booking Client Review Appointments & Managing IFA's diary Print & Bind Client Suitability Reports Administration of client investment funds, constructing client portfolios Update IFA & Client of progress on New Business cases Maintenance of all client policy data & associated income expectancies Process Client Withdrawals as and when required Requirements: Skills Good communication skills, both oral and written Excellent administrative skills Accurate keyboard / data entry skills Excellent accuracy skills and attention to detail An excellent team player with an adaptable and flexible approach to work Ability to build and develop effective working relationships at all levels Experience Experience within an administration role - Essential Financial services industry experience - Ideal Experience of working within defined service standards, policies and procedures Longevity and proven commitment within previous employment - Essential Knowledge Good knowledge of Microsoft Office A proven track record in delivering excellent client satisfaction A good knowledge and understanding of a wide range of financial products - Ideal Basic knowledge of regulatory requirements - Ideal
