Trainee Underwriter & Administrator 20 - 27k, DOE Kegworth (hybrid with 3 days from home) Permanent Monday - Friday 8:30 - 5:30pm Are you ready to kickstart your career in the fast-moving world of specialist property finance? We are looking for a trainee to join a supportive team, where you'll be at the heart of the action. From analysing applications, solving complex lending challenges, and learning directly from some of the best in the business. This is a hands-on, high-energy role where no two days are the same. You'll gain deep insight into how loans are structured, how risk is assessed, and how deals move from initial enquiry to completion, all while building the foundations for a long-term career in underwriting. Duties will include: Case work - You will work alongside a Senior Underwriter to assess new loan applications quickly and accurately Compliance & Administration - Review borrower documentation, carry out ID checks, and use advanced fraud-prevention tools to ensure every case is compliant and secure Get involved in lending decisions - Help prepare credit proposals, analyse lending risks, and assist with complex or high-value cases Maintaining communication - Manage relationships between brokers and borrowers, keeping everyone informed, supported, and confident at every stage Manage your own workload - Complete essential checklists for applications, valuations, and case sign-offs, making sure every detail is spot-on Build your own portfolio - Manage a growing pipeline of cases in a fast-paced environment where results matter Keep everything running smoothly - Maintain accurate information across CRM systems, spreadsheets, and internal trackers whilst responding quickly to borrower enquiries Skills/Experience Required: Previous experience working in either the property sector, financial services, lending or with a knowledge of conveyancing/valuation processes is desirable Strong attention to detail is paramount! Excellent communication skills Good understanding of Microsoft Office, to include Excel, PowerPoint and Word Ability to manage your own workload Benefits: 22 days holiday entitlement (increasing in line with tenure) Eye Tests, Private Medical Insurance, Death in Service - 4 x Basic Salary after successful completion of probationary period Working from home allowance Apply NOW to avoid disappointment! Unfortunately, we are unable to contact all candidates due to the large volume of applications we receive. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future
Oct 16, 2025
Full time
Trainee Underwriter & Administrator 20 - 27k, DOE Kegworth (hybrid with 3 days from home) Permanent Monday - Friday 8:30 - 5:30pm Are you ready to kickstart your career in the fast-moving world of specialist property finance? We are looking for a trainee to join a supportive team, where you'll be at the heart of the action. From analysing applications, solving complex lending challenges, and learning directly from some of the best in the business. This is a hands-on, high-energy role where no two days are the same. You'll gain deep insight into how loans are structured, how risk is assessed, and how deals move from initial enquiry to completion, all while building the foundations for a long-term career in underwriting. Duties will include: Case work - You will work alongside a Senior Underwriter to assess new loan applications quickly and accurately Compliance & Administration - Review borrower documentation, carry out ID checks, and use advanced fraud-prevention tools to ensure every case is compliant and secure Get involved in lending decisions - Help prepare credit proposals, analyse lending risks, and assist with complex or high-value cases Maintaining communication - Manage relationships between brokers and borrowers, keeping everyone informed, supported, and confident at every stage Manage your own workload - Complete essential checklists for applications, valuations, and case sign-offs, making sure every detail is spot-on Build your own portfolio - Manage a growing pipeline of cases in a fast-paced environment where results matter Keep everything running smoothly - Maintain accurate information across CRM systems, spreadsheets, and internal trackers whilst responding quickly to borrower enquiries Skills/Experience Required: Previous experience working in either the property sector, financial services, lending or with a knowledge of conveyancing/valuation processes is desirable Strong attention to detail is paramount! Excellent communication skills Good understanding of Microsoft Office, to include Excel, PowerPoint and Word Ability to manage your own workload Benefits: 22 days holiday entitlement (increasing in line with tenure) Eye Tests, Private Medical Insurance, Death in Service - 4 x Basic Salary after successful completion of probationary period Working from home allowance Apply NOW to avoid disappointment! Unfortunately, we are unable to contact all candidates due to the large volume of applications we receive. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future
This is a fantastic opportunity to join one of the county s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field. At present my client is looking to add a Client Services Manager, this is a brand new role to assist and manager their team of administration professionals, you will have worked in holistic financial planning previously and acted as a mentor and trainer to administrators at the start of their Financial Services career. Responsibilities Trusted Leadership & Team Culture: Act as a trusted leader, setting an example in integrity, professionalism, and fairness. Ensure the company s culture and values are embedded within the teams, promoting a collaborative, supportive, and high-performance work environment. Build and maintain trust with team members, advisers, clients, and other stakeholders, ensuring that all interactions are consistent with the company s values. Lead the teams in a way that fosters transparency, mutual respect, and open communication. Front of House and Office Management: Oversee day-today office operations, ensuring all administrative activities run smoothly. Manage and supervise the front of house team, delegating tasks and monitoring performance. Maintain and update client records and back-office systems including IO, ensuring data accuracy and confidentiality. Diary and schedule management. Workflow coordination and supervision. Organise and oversee office maintenance, ensuring a clean and safe working environment. Ensure that the office operates in accordance with Health & Safety policies and procedures, including but not limited to the completion and maintenance of risk assessments. Manage office supplies and equipment, ensuring inventory levels are maintained and orders are placed as needed. Coordinate with Group IT for infrastructure maintenance and troubleshooting. Client Service Delivery & Operational Excellence: Lead the client administration and paraplanning teams, ensuring the teams consistently adhere to best in class processes, delivering high-quality, timely, and accurate services. Oversee the efficient management of client records within the Intelligent Office system, ensuring compliance with internal standards and regulatory requirements. Oversee the delivery of an efficient technical research and quality report writing service. Manage and prioritise workloads effectively, ensuring smooth and efficient operations even during peak periods. Monitor invoicing, income recording, and matching processes to ensure accurate financial administration. Team Management & Development: Lead, coach, and support the front of house, client administration and paraplanning teams, ensuring high motivation and performance across all roles. Promote a positive team culture, encouraging collaboration, continuous learning, and professional development. Ensure that recruitment, training, and performance management processes are aligned with company values and best practices. Process Adherence & Improvement: Maintain a focus on continuous process improvement, ensuring that workflows are optimised without sacrificing quality or service delivery. Identify and address any inefficiencies in current processes, working collaboratively with other teams to implement solutions. Ensure that all team members follow established procedures and actively contribute to maintaining high operational standards. Provide support in project management activities. Relationship Management & Collaboration: Build and maintain strong, trusted relationships with advisers, clients, internal teams, and external providers. Work closely with the Operations Consultant, Director of Operations, Client Support Team Leader and Client Support team, Paraplanning team, Directors, group functions and other senior managers to ensure the team s operations align with the wider business strategy and goals. Promote a culture of collaboration across departments, ensuring that all stakeholders are engaged and working towards common objectives. Marketing & Events: Work closely with Group Marketing on marketing requirements, and manage local client events. Risk & Compliance: Act as a role model for adherence to regulatory requirements, ensuring that the teams operates within the guidelines set by the FCA and the company. Ensure that Treating Customers Fairly (TCF) and Retail Conduct Risk (RCR) principles are fully embedded in team processes and decision-making. Identify potential risks and escalate them appropriately, always maintaining a focus on client fairness and business integrity. Requirements Experience in client service within a regulated financial services environment, with knowledge of FCA requirements and the financial services sector. Proven experience in front of house and office management. Proven experience managing an administration and paraplanning team, ensuring high levels of service and operational efficiency. Excellent administrative, organisational, and communication skills. Strong understanding of compliance, risk, and governance within financial services operations. Regulated diploma in Financial Planning (QCF Level 4) or equivalent is desirable. Familiarity with Intelligent Office or similar client management systems is highly desirable. Benefits An industry competitive salary, up to £45,250.00 The opportunity to enhance your earnings via a profit related bonus, payable biannually 25 days holiday PA, plus bank holidays, plus three days closure over Christmas Working hours are flexible e.g. 8.30-16:30 with one hour for lunch, or 9.00-17.00 with one hour for lunch, 35 hours per week (if full time). 3 times death in service policy Private Medical Insurance Health Cash Plan Electric car scheme Pension (7.5% employer contribution) Several social events throughout the year
Oct 15, 2025
Full time
This is a fantastic opportunity to join one of the county s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field. At present my client is looking to add a Client Services Manager, this is a brand new role to assist and manager their team of administration professionals, you will have worked in holistic financial planning previously and acted as a mentor and trainer to administrators at the start of their Financial Services career. Responsibilities Trusted Leadership & Team Culture: Act as a trusted leader, setting an example in integrity, professionalism, and fairness. Ensure the company s culture and values are embedded within the teams, promoting a collaborative, supportive, and high-performance work environment. Build and maintain trust with team members, advisers, clients, and other stakeholders, ensuring that all interactions are consistent with the company s values. Lead the teams in a way that fosters transparency, mutual respect, and open communication. Front of House and Office Management: Oversee day-today office operations, ensuring all administrative activities run smoothly. Manage and supervise the front of house team, delegating tasks and monitoring performance. Maintain and update client records and back-office systems including IO, ensuring data accuracy and confidentiality. Diary and schedule management. Workflow coordination and supervision. Organise and oversee office maintenance, ensuring a clean and safe working environment. Ensure that the office operates in accordance with Health & Safety policies and procedures, including but not limited to the completion and maintenance of risk assessments. Manage office supplies and equipment, ensuring inventory levels are maintained and orders are placed as needed. Coordinate with Group IT for infrastructure maintenance and troubleshooting. Client Service Delivery & Operational Excellence: Lead the client administration and paraplanning teams, ensuring the teams consistently adhere to best in class processes, delivering high-quality, timely, and accurate services. Oversee the efficient management of client records within the Intelligent Office system, ensuring compliance with internal standards and regulatory requirements. Oversee the delivery of an efficient technical research and quality report writing service. Manage and prioritise workloads effectively, ensuring smooth and efficient operations even during peak periods. Monitor invoicing, income recording, and matching processes to ensure accurate financial administration. Team Management & Development: Lead, coach, and support the front of house, client administration and paraplanning teams, ensuring high motivation and performance across all roles. Promote a positive team culture, encouraging collaboration, continuous learning, and professional development. Ensure that recruitment, training, and performance management processes are aligned with company values and best practices. Process Adherence & Improvement: Maintain a focus on continuous process improvement, ensuring that workflows are optimised without sacrificing quality or service delivery. Identify and address any inefficiencies in current processes, working collaboratively with other teams to implement solutions. Ensure that all team members follow established procedures and actively contribute to maintaining high operational standards. Provide support in project management activities. Relationship Management & Collaboration: Build and maintain strong, trusted relationships with advisers, clients, internal teams, and external providers. Work closely with the Operations Consultant, Director of Operations, Client Support Team Leader and Client Support team, Paraplanning team, Directors, group functions and other senior managers to ensure the team s operations align with the wider business strategy and goals. Promote a culture of collaboration across departments, ensuring that all stakeholders are engaged and working towards common objectives. Marketing & Events: Work closely with Group Marketing on marketing requirements, and manage local client events. Risk & Compliance: Act as a role model for adherence to regulatory requirements, ensuring that the teams operates within the guidelines set by the FCA and the company. Ensure that Treating Customers Fairly (TCF) and Retail Conduct Risk (RCR) principles are fully embedded in team processes and decision-making. Identify potential risks and escalate them appropriately, always maintaining a focus on client fairness and business integrity. Requirements Experience in client service within a regulated financial services environment, with knowledge of FCA requirements and the financial services sector. Proven experience in front of house and office management. Proven experience managing an administration and paraplanning team, ensuring high levels of service and operational efficiency. Excellent administrative, organisational, and communication skills. Strong understanding of compliance, risk, and governance within financial services operations. Regulated diploma in Financial Planning (QCF Level 4) or equivalent is desirable. Familiarity with Intelligent Office or similar client management systems is highly desirable. Benefits An industry competitive salary, up to £45,250.00 The opportunity to enhance your earnings via a profit related bonus, payable biannually 25 days holiday PA, plus bank holidays, plus three days closure over Christmas Working hours are flexible e.g. 8.30-16:30 with one hour for lunch, or 9.00-17.00 with one hour for lunch, 35 hours per week (if full time). 3 times death in service policy Private Medical Insurance Health Cash Plan Electric car scheme Pension (7.5% employer contribution) Several social events throughout the year
Working with a leading investment management firm who are seeking a driven and results-oriented Business Development Executive to generate income and build strong adviser relationships across a portfolio of retail investment products. This is a dynamic role for a confident sales professional who thrives on exceeding targets and developing long-term partnerships. Key Responsibilities Achieve and exceed annual income/inflow targets across the retail product range. Promote products to financial advisers within assigned regions, targeting new, existing, and lapsed contacts. Sell across the full product range, focusing on strategic priorities as they arise. Take ownership of adviser relationships, including paraplanners, administrators, and key decision-makers. Use multiple channels phone, email, online meetings to engage advisers and enhance technical understanding. Schedule and attend high-quality meetings with advisers and support regional events. Manage and convert a strong sales pipeline, ensuring efficient application and investment processes. Work with senior colleagues to develop and execute regional growth strategies. Leverage data and market insights to identify high-value opportunities. Use allocated budgets to create new business opportunities via presentations, recognition, and hospitality. Collaborate with strategic partners and identify large regional accounts for growth. Maintain and develop your own knowledge and skills through continuous professional development. Share best practices with colleagues and contribute to wider business initiatives. About You Proven sales success with a minimum of 18 months in a sales-focused role. Financial Services experience preferred but not essential transferable sales experience welcomed. Strong commercial awareness and relationship-building skills. Excellent communication skills across phone, email, and virtual channels. Highly organised, target-driven, and confident working independently. Able to legally work in the country where the role is based. What s on Offer Competitive salary plus performance-based bonus. Opportunities for professional development and industry qualifications. Supportive and collaborative working environment. Autonomy to manage your own territory and drive your success. If you re a motivated sales professional looking for the next step in your career, apply now and help shape the future growth of our regional presence.
Oct 15, 2025
Full time
Working with a leading investment management firm who are seeking a driven and results-oriented Business Development Executive to generate income and build strong adviser relationships across a portfolio of retail investment products. This is a dynamic role for a confident sales professional who thrives on exceeding targets and developing long-term partnerships. Key Responsibilities Achieve and exceed annual income/inflow targets across the retail product range. Promote products to financial advisers within assigned regions, targeting new, existing, and lapsed contacts. Sell across the full product range, focusing on strategic priorities as they arise. Take ownership of adviser relationships, including paraplanners, administrators, and key decision-makers. Use multiple channels phone, email, online meetings to engage advisers and enhance technical understanding. Schedule and attend high-quality meetings with advisers and support regional events. Manage and convert a strong sales pipeline, ensuring efficient application and investment processes. Work with senior colleagues to develop and execute regional growth strategies. Leverage data and market insights to identify high-value opportunities. Use allocated budgets to create new business opportunities via presentations, recognition, and hospitality. Collaborate with strategic partners and identify large regional accounts for growth. Maintain and develop your own knowledge and skills through continuous professional development. Share best practices with colleagues and contribute to wider business initiatives. About You Proven sales success with a minimum of 18 months in a sales-focused role. Financial Services experience preferred but not essential transferable sales experience welcomed. Strong commercial awareness and relationship-building skills. Excellent communication skills across phone, email, and virtual channels. Highly organised, target-driven, and confident working independently. Able to legally work in the country where the role is based. What s on Offer Competitive salary plus performance-based bonus. Opportunities for professional development and industry qualifications. Supportive and collaborative working environment. Autonomy to manage your own territory and drive your success. If you re a motivated sales professional looking for the next step in your career, apply now and help shape the future growth of our regional presence.
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions. As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards. This full-time permanent role offers benefits and a salary range of £30,000 £40,000. You Will Be Responsible For Leading, mentoring, and developing the client support team. Allocating and monitoring workloads to ensure deadlines are achieved. Managing complex or high-priority client administration tasks directly. Overseeing onboarding, annual reviews, and day-to-day service delivery. Acting as the main operational point of contact between advisers and paraplanners. Monitoring workflow and addressing bottlenecks before they escalate. Maintaining compliance and ensuring quality standards are met. Driving continuous improvement across systems and processes. (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing. What We Are Looking For Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role. At least 2 years of experience in financial services A strong background in financial services administration (pensions, investments, insurance, or wealth management). Proven ability to lead teams and manage multiple priorities effectively. Excellent attention to detail and accuracy in all tasks. Strong organisational skills and effective communication. What s on Offer Competitive salary Generous holiday entitlement. Professional development and qualification support. Company pension and wellbeing initiatives. Enhanced family leave policies. Additional leave and regular company events. Supportive and collaborative working culture. This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Oct 15, 2025
Full time
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions. As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards. This full-time permanent role offers benefits and a salary range of £30,000 £40,000. You Will Be Responsible For Leading, mentoring, and developing the client support team. Allocating and monitoring workloads to ensure deadlines are achieved. Managing complex or high-priority client administration tasks directly. Overseeing onboarding, annual reviews, and day-to-day service delivery. Acting as the main operational point of contact between advisers and paraplanners. Monitoring workflow and addressing bottlenecks before they escalate. Maintaining compliance and ensuring quality standards are met. Driving continuous improvement across systems and processes. (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing. What We Are Looking For Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role. At least 2 years of experience in financial services A strong background in financial services administration (pensions, investments, insurance, or wealth management). Proven ability to lead teams and manage multiple priorities effectively. Excellent attention to detail and accuracy in all tasks. Strong organisational skills and effective communication. What s on Offer Competitive salary Generous holiday entitlement. Professional development and qualification support. Company pension and wellbeing initiatives. Enhanced family leave policies. Additional leave and regular company events. Supportive and collaborative working culture. This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
VolkerWessels UK is a market leading contracting group of five closely linked businesses. We provide integrated and ground-breaking solutions for the civil engineering and construction sectors, with specialisms in rail, highways, airports, marine, defence, energy, water, and environmental infrastructure. Reporting into our ICT Infrastructure Manager, you'll maintain and support our UK infrastructure, aiding in the transition to cloud services. A collaborative, proactive attitude is essential, as you will work closely with the business to ensure new technologies align with our strategic goals and ICT governance framework. Our role Designing, deploying, and managing secure, scalable, and robust cloud environments. Implementing and optimising cloud infrastructure for best cost, performance, and security. Developing scripts for automating cloud/server functions. Developing & Maintaining integrations with our Azure environment. Collaborating with IT security to monitor the company's cloud privacy. Maintain and support the infrastructure technology stack to ensure optimal availability. Configuration, administration, installation, and maintenance of server hardware and software. Collaboration across the ICT department Key stakeholder in creation and delivery of technology roadmaps Manage projects end to end where required. Create and update in-depth documentation including LLD's. About you You'll have experience in a similar role coupled with Microsoft Azure Administrator AZ104 (essential). You'll also have Advanced Entra ID, In depth active directory knowledge, In depth Dataverse knowledge, In depth Logic Apps Knowledge, as well as Microsoft Dynamics 365 Business Central. Essential: Knowledge of firewalls and routers, Windows Server, Intermediate Exchange Knowledge, Advanced M365 knowledge Microsoft OS troubleshooting VMware knowledge Remote Desktop Services SCCM / Intune Microsoft SQL server knowledge PowerShell scripting ISCSI SAN's Strong organisational and communication skills. Strong relationship building and stakeholder management skills. Ability to work in a fast-paced, project-driven environment. Desirable: Network+ CCNA/CCNP Fortinet products Rubrik would be desirable. About you Technical qualification (example Degree in civil engineering or HND) Proven technical organisational skills Knowledge of the requirements and implementation of Ability to produce Work Package Plans, Task Briefing Sheets, and safe systems of work Knowledge of Safety, Quality and Environmental issues Experience in civil engineering If your past experience doesn't match perfectly with every requirement of the job description, we still encourage you to apply. You may be just the right candidate for us. Why work with us? VolkerWessels UK operate through five separate, but complementary businesses, working in collaboration and using our specialist skills to deliver an integrated service for our clients. At any one time, our people are working on our sites or in our offices, for around 250 projects across the UK. Everyday we overcome challenges, fulfilling our commitments, no matter what. That's what our business is about, that's how our people find satisfaction in their jobs. This role is permanent, full time and based at our Hoddesdon head office. Please note that there will be on call expectations with this role. We offer competitive rewards and benefits, recognising the value we place on our employees. We offer a range of benefits, including: Competitive salary Competitive annual leave and an additional day off on your birthday Option to buy additional annual leave Private medical care Pension Life Assurance Cycle to Work scheme Shopping and restaurants vouchers, rewards, and discounts Training and development opportunities-comprehensive skills-based training Family friendly polices including enhanced maternity benefits Employee Assistance programme Mental health, physical health, and financial support 24/7 Virtual GP service Fairness, inclusion and respect We believe in pushing boundaries in the pursuit of fairness, inclusion and respect. So, our teams can be comfortable that, whatever their background, VolkerWessels UK is a place where they can be themselves and thrive. If you need support with your application, please contact us at Additional information Note for Recruitment Agencies: Our preference is to hire directly, and we will reach out to our Preferred Supplier List (PSL) agencies if this particular role qualifies for release. We kindly request that you refrain from sending speculative CVs. In the event of speculative CV submissions, no fees will be applicable, and we kindly ask that all inquiries to be directed VolkerWessels UK is committed to maintaining healthy, safe and productive working conditions for its entire staff and therefore a drugs & alcohol screening is mandatory for all.
Oct 15, 2025
Full time
VolkerWessels UK is a market leading contracting group of five closely linked businesses. We provide integrated and ground-breaking solutions for the civil engineering and construction sectors, with specialisms in rail, highways, airports, marine, defence, energy, water, and environmental infrastructure. Reporting into our ICT Infrastructure Manager, you'll maintain and support our UK infrastructure, aiding in the transition to cloud services. A collaborative, proactive attitude is essential, as you will work closely with the business to ensure new technologies align with our strategic goals and ICT governance framework. Our role Designing, deploying, and managing secure, scalable, and robust cloud environments. Implementing and optimising cloud infrastructure for best cost, performance, and security. Developing scripts for automating cloud/server functions. Developing & Maintaining integrations with our Azure environment. Collaborating with IT security to monitor the company's cloud privacy. Maintain and support the infrastructure technology stack to ensure optimal availability. Configuration, administration, installation, and maintenance of server hardware and software. Collaboration across the ICT department Key stakeholder in creation and delivery of technology roadmaps Manage projects end to end where required. Create and update in-depth documentation including LLD's. About you You'll have experience in a similar role coupled with Microsoft Azure Administrator AZ104 (essential). You'll also have Advanced Entra ID, In depth active directory knowledge, In depth Dataverse knowledge, In depth Logic Apps Knowledge, as well as Microsoft Dynamics 365 Business Central. Essential: Knowledge of firewalls and routers, Windows Server, Intermediate Exchange Knowledge, Advanced M365 knowledge Microsoft OS troubleshooting VMware knowledge Remote Desktop Services SCCM / Intune Microsoft SQL server knowledge PowerShell scripting ISCSI SAN's Strong organisational and communication skills. Strong relationship building and stakeholder management skills. Ability to work in a fast-paced, project-driven environment. Desirable: Network+ CCNA/CCNP Fortinet products Rubrik would be desirable. About you Technical qualification (example Degree in civil engineering or HND) Proven technical organisational skills Knowledge of the requirements and implementation of Ability to produce Work Package Plans, Task Briefing Sheets, and safe systems of work Knowledge of Safety, Quality and Environmental issues Experience in civil engineering If your past experience doesn't match perfectly with every requirement of the job description, we still encourage you to apply. You may be just the right candidate for us. Why work with us? VolkerWessels UK operate through five separate, but complementary businesses, working in collaboration and using our specialist skills to deliver an integrated service for our clients. At any one time, our people are working on our sites or in our offices, for around 250 projects across the UK. Everyday we overcome challenges, fulfilling our commitments, no matter what. That's what our business is about, that's how our people find satisfaction in their jobs. This role is permanent, full time and based at our Hoddesdon head office. Please note that there will be on call expectations with this role. We offer competitive rewards and benefits, recognising the value we place on our employees. We offer a range of benefits, including: Competitive salary Competitive annual leave and an additional day off on your birthday Option to buy additional annual leave Private medical care Pension Life Assurance Cycle to Work scheme Shopping and restaurants vouchers, rewards, and discounts Training and development opportunities-comprehensive skills-based training Family friendly polices including enhanced maternity benefits Employee Assistance programme Mental health, physical health, and financial support 24/7 Virtual GP service Fairness, inclusion and respect We believe in pushing boundaries in the pursuit of fairness, inclusion and respect. So, our teams can be comfortable that, whatever their background, VolkerWessels UK is a place where they can be themselves and thrive. If you need support with your application, please contact us at Additional information Note for Recruitment Agencies: Our preference is to hire directly, and we will reach out to our Preferred Supplier List (PSL) agencies if this particular role qualifies for release. We kindly request that you refrain from sending speculative CVs. In the event of speculative CV submissions, no fees will be applicable, and we kindly ask that all inquiries to be directed VolkerWessels UK is committed to maintaining healthy, safe and productive working conditions for its entire staff and therefore a drugs & alcohol screening is mandatory for all.
Client Relations Senior Administrator Wealth Management Hybrid North West Up to £35,000 + Benefits Are you an experienced financial services administrator looking to step up into a leadership-style role within a respected and growing wealth management firm? This is a fantastic opportunity to join a specialist Client Relations team , supporting advisers and clients while providing guidance and training to less experienced colleagues. You ll play a key part in ensuring operational excellence, data accuracy, and first-class client service delivery. The Role As Client Relations Senior Administrator , you ll be responsible for overseeing key administrative workflows within the team supporting colleagues, reviewing data, resolving queries, and ensuring service levels are consistently achieved. Key Responsibilities: Act as a point of contact for team members, offering daily support and guidance Organise and monitor workloads, ensuring tasks and deadlines are met Investigate and resolve complex client or data queries efficiently Maintain high levels of data integrity and quality control Support new and existing employees through training, upskilling, and mentoring Maintain accurate CRM and client files in line with company standards Assist with client communications including calls, emails, and meeting coordination Report regularly to the Client Relations Supervisor and Manager on progress, requirements, and challenges Contribute to continuous improvement across systems, processes, and service delivery Skills & Experience Required Level 4 qualification in Financial Administration (CII, CISI or equivalent) desirable Previous experience in financial planning / wealth management administration (essential) Strong working knowledge of multiple investment platforms Minimum GCSE Grade 4 (C) in English and Maths Excellent understanding of the UK financial regulatory environment Confident communicator with strong written and verbal skills High attention to detail and strong organisational ability Positive, proactive, and collaborative working style Ability to coach, support, and motivate team members Salary & Benefits Salary: Up to £35,000 (DOE) Pension: 4% employer contribution (salary sacrifice available) Holidays: 28 days + Bank Holidays (option to buy 5 more) Life Cover: 4x salary Sick Pay Scheme Hybrid Working: Blend of home and office-based work If you re an experienced Senior Administrator or Team Support Lead in financial planning and are passionate about client service, leadership, and operational excellence this could be your next move. Apply today or get in touch for a confidential discussion about this opportunity.
Oct 15, 2025
Full time
Client Relations Senior Administrator Wealth Management Hybrid North West Up to £35,000 + Benefits Are you an experienced financial services administrator looking to step up into a leadership-style role within a respected and growing wealth management firm? This is a fantastic opportunity to join a specialist Client Relations team , supporting advisers and clients while providing guidance and training to less experienced colleagues. You ll play a key part in ensuring operational excellence, data accuracy, and first-class client service delivery. The Role As Client Relations Senior Administrator , you ll be responsible for overseeing key administrative workflows within the team supporting colleagues, reviewing data, resolving queries, and ensuring service levels are consistently achieved. Key Responsibilities: Act as a point of contact for team members, offering daily support and guidance Organise and monitor workloads, ensuring tasks and deadlines are met Investigate and resolve complex client or data queries efficiently Maintain high levels of data integrity and quality control Support new and existing employees through training, upskilling, and mentoring Maintain accurate CRM and client files in line with company standards Assist with client communications including calls, emails, and meeting coordination Report regularly to the Client Relations Supervisor and Manager on progress, requirements, and challenges Contribute to continuous improvement across systems, processes, and service delivery Skills & Experience Required Level 4 qualification in Financial Administration (CII, CISI or equivalent) desirable Previous experience in financial planning / wealth management administration (essential) Strong working knowledge of multiple investment platforms Minimum GCSE Grade 4 (C) in English and Maths Excellent understanding of the UK financial regulatory environment Confident communicator with strong written and verbal skills High attention to detail and strong organisational ability Positive, proactive, and collaborative working style Ability to coach, support, and motivate team members Salary & Benefits Salary: Up to £35,000 (DOE) Pension: 4% employer contribution (salary sacrifice available) Holidays: 28 days + Bank Holidays (option to buy 5 more) Life Cover: 4x salary Sick Pay Scheme Hybrid Working: Blend of home and office-based work If you re an experienced Senior Administrator or Team Support Lead in financial planning and are passionate about client service, leadership, and operational excellence this could be your next move. Apply today or get in touch for a confidential discussion about this opportunity.
Finance Specialist Administrator Your new company A nationally operating professional services provider based in BS1 Your new role You'll be assisting senior, qualified personnel with administrative duties, such as the following: Helping regulate documentation in accordance with audit and compliance procedures Be a point of contact for clients and visitors over the phone, emails and onsite. Assist the team with ad-hoc administrative tasks to alleviate the workload of senior team members. Help with case management procedures. What you'll need to succeed Understanding of finance, either from educational qualifications or experience is required. An interest in progression and being trained within the industry. Great attention to detail, especially numerical data sets. Excellent written and spoken communication in English. Adaptable to a variety of adhoc tasks, keen to learn new duties as the role progresses. Excellent customer service skills What you'll get in return 33 days of annual leave plus birthday leave. Contributory Pension Scheme. Financial support towards professional qualifications. Enhanced sick pay and well-being benefits. Central Bristol location (10min walk from Temple Meads) What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Oct 15, 2025
Full time
Finance Specialist Administrator Your new company A nationally operating professional services provider based in BS1 Your new role You'll be assisting senior, qualified personnel with administrative duties, such as the following: Helping regulate documentation in accordance with audit and compliance procedures Be a point of contact for clients and visitors over the phone, emails and onsite. Assist the team with ad-hoc administrative tasks to alleviate the workload of senior team members. Help with case management procedures. What you'll need to succeed Understanding of finance, either from educational qualifications or experience is required. An interest in progression and being trained within the industry. Great attention to detail, especially numerical data sets. Excellent written and spoken communication in English. Adaptable to a variety of adhoc tasks, keen to learn new duties as the role progresses. Excellent customer service skills What you'll get in return 33 days of annual leave plus birthday leave. Contributory Pension Scheme. Financial support towards professional qualifications. Enhanced sick pay and well-being benefits. Central Bristol location (10min walk from Temple Meads) What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Paraplanner / Technical Support Location Competitive salary + benefits (DOE) Hybrid working available I m recruiting for an established Independent Financial Adviser firm who are looking to add a talented Paraplanner / Technical Support professional to their team. This is an excellent opportunity to work closely with Advisers, supporting the delivery of high-quality client outcomes while developing your technical expertise. Key Responsibilities: Maintain and update client records on Intelligent Office (IO) Provide research on products and funds for Advisers Draft suitability reports in line with compliance standards Process applications, instructions, and new business Produce valuations and review packs for client meetings Obtain accurate quotations, key features, and applications for Adviser appointments Review and assess client/adviser documentation for compliance Build and maintain strong relationships with clients, colleagues, and providers Act as a point of contact for Advisers, clients, and third parties Skills & Experience Required: Experience within a Paraplanning or Financial Services support role Strong understanding of the financial planning process Skilled in report writing and research, with great attention to detail Confident analysing financial data and presenting findings clearly Competent IT skills (Microsoft Office, Intelligent Office) Excellent interpersonal and communication skills Organised, proactive, and able to prioritise workload effectively Personal Attributes: Professional integrity with a client-focused mindset Team player with the ability to work independently Flexible and adaptable with a commitment to continuous improvement Strong problem-solving ability and attention to detail This role would suit an experienced IFA Administrator, Trainee Paraplanner, or Paraplanner looking to progress in a supportive and professional environment. If you d like to explore this opportunity further, feel free to reach out directly.
Oct 15, 2025
Full time
Paraplanner / Technical Support Location Competitive salary + benefits (DOE) Hybrid working available I m recruiting for an established Independent Financial Adviser firm who are looking to add a talented Paraplanner / Technical Support professional to their team. This is an excellent opportunity to work closely with Advisers, supporting the delivery of high-quality client outcomes while developing your technical expertise. Key Responsibilities: Maintain and update client records on Intelligent Office (IO) Provide research on products and funds for Advisers Draft suitability reports in line with compliance standards Process applications, instructions, and new business Produce valuations and review packs for client meetings Obtain accurate quotations, key features, and applications for Adviser appointments Review and assess client/adviser documentation for compliance Build and maintain strong relationships with clients, colleagues, and providers Act as a point of contact for Advisers, clients, and third parties Skills & Experience Required: Experience within a Paraplanning or Financial Services support role Strong understanding of the financial planning process Skilled in report writing and research, with great attention to detail Confident analysing financial data and presenting findings clearly Competent IT skills (Microsoft Office, Intelligent Office) Excellent interpersonal and communication skills Organised, proactive, and able to prioritise workload effectively Personal Attributes: Professional integrity with a client-focused mindset Team player with the ability to work independently Flexible and adaptable with a commitment to continuous improvement Strong problem-solving ability and attention to detail This role would suit an experienced IFA Administrator, Trainee Paraplanner, or Paraplanner looking to progress in a supportive and professional environment. If you d like to explore this opportunity further, feel free to reach out directly.
Financial Controller Salary £53,000 - £58,000 per annum (dependent upon skills and experience) Location Remote Permanent, Full Time Purpose: To provide financial leadership and effective management of the Trusts financial operations including Finance system administration, AR, AP, Treasury and Fixed Assets. To ensure delivery of a proactive and professional customer focused service, ensuring finance deadlines, and legislative and statutory requirements are met. To work closely with the wider organisation, building strong internal relationships to ensure the effective management of financial resources. Location & Travel: Home based. The role of Financial Controller is a home-based role; however, you will be expected to attend one of our communities regularly. Duties & Responsibilities: Key Responsibilities include (but not limited to): Oversee the month end process, working closely with all finance staff including leading on the month end timetable and ensuring all tasks are completed in a timely manner. Working closely with the Head of Finance and Finance Business Partners and assist with the preparation and consolidation of the monthly management accounts. Maintaining the Trust Staff Establishment Budget and support the Head of Finance and Finance Business Partners during the annual budget cycle and ensure all budgets are agreed and implemented on the accounting system Manage the external audit and the yearend processes and complete statutory financial statements to draft stage in accordance with the Charities SORP including all working papers. Ensure efficient and effective financial control operates throughout the Trust, ensuring all regional and central financial activities comply with legislation, policies, procedures and the delegated authorities. Manage and administer the Trust bank accounts, credit cards, and cash flow Developing and maintaining a long-term rolling cash forecast to monitor and maximize cash levels to benefit the organisation. Undertake the reconciliation of balance sheet accounts and inter-company accounts and ensure regular review of general ledger, bad debts fixed assets, debtors and creditors etc. Monthly administration of the Trusts investment portfolio and maintaining a close relationship with the charities investment advisers/managers to ensure sound management and compliance with the Investment Committees agreed policy. Management & Oversight of the Trusts fixed asset register. Management and oversight of the Trusts Restricted and Designated Funds. Vat Compliance including the preparation of quarterly VAT Returns for submission to the HMRC, implementing recommendations from VAT Reviews and ensuring the Trust systems and processes are compliant with HMRC VAT Rules. To provide critical oversight and administration of the Trust wide insurance arrangements Responsible for the maintenance, optimisation, and support of the organization s financial systems and software. To ensure financial data integrity, system efficiency, and the successful implementation of new tools and processes to support finance operations. Complete statutory returns for Charities Commission & Companies House. Actively oversee the management of the Trust payroll function (including pensions) ensuring compliance with legislation and ensuring accuracy and timeliness of employee pay and third-party payments. Manage and develop the Finance Team members to enable them to fulfil their roles to their full potential, ensuring that they and the department operate within with the Trust Strategic Plan and operational priorities Being the systems administrator for finance, providing training to finance colleagues and non-finance colleagues, including budget holders as required within their induction. Advising and assisting the Head of Finance with the development of key financial operational policies that reflect organisational values and comply with best practice and legal requirements. Alongside the Head of Finance continually review the finance system and processes and explore process and system improvement. Acting as project manager for specified projects at the direction of the Head of Finance. Oversight of all operational leases in place at the Trust. Provide data for the monthly reporting of financial KPIs relevant to the area of finance. Be the finance system lead, working with colleagues from IT to manage licensing, report development and provide systems training. General: To comply with the Trust s Policies and Procedures, including Safeguarding, Equality & Diversity and Data Protection. To comply with the statutory provisions of the Health and Safety at Work Act 1974. Employees must look after their own health, safety and welfare and be mindful of other persons who may be affected by their acts or omissions. Employees must co-operate and comply with management instructions regarding Health and Safety issues and report all accidents, incidents and problems as soon as practicable to their manager or other senior members of staff where necessary. To ensure that confidentiality is respected and maintained at all times. To attend and participate in Team Meetings, 1-2-1 Supervision sessions and other meetings as required in line with the post. To undertake any other duties which are consistent with this post, as directed by line management. This job description is not an exhaustive list of duties and responsibilities and is subject to change in accordance with the needs of the department. Person Specification: Essential: Professional Accounting qualification ACCA, CIMA, ACA, or Part Qualified (Final year). Knowledge of payroll practice and a full understanding of HMRC requirements. Experience implementing & internal controls & accounting processes. Experience of Treasury management including cashflow forecasting & monitoring. Experience of preparing VAT returns. Experience of preparing statutory accounts and working papers and proven success working with auditors and managing the audit process. Able to demonstrate a proven track record in all aspects of accounts e.g. preparation management accounts, budgets, balance. sheet reconciliation and forecasts. Desirable: Degree in Finance and Accounting. Previous experience in an accounting role in the Charity or Housing Sectors. Experience of working with investment advisors/managers and an understanding of portfolio management. Experience of working with Iplicit. Understanding and Experience of preparing Vat returns using Partial VAT methodology. Camphill Village Trust is an equal opportunity employer. We reserve the right to close this advert early if we receive a sufficient number of applications. Camphill Village Trust is committed to safeguarding and promoting the welfare of all adults who use our services and as such expects all staff and volunteers to share this commitment. Successful applicants will be required to complete the relevant pre-employment checks including a DBS check.
Oct 15, 2025
Full time
Financial Controller Salary £53,000 - £58,000 per annum (dependent upon skills and experience) Location Remote Permanent, Full Time Purpose: To provide financial leadership and effective management of the Trusts financial operations including Finance system administration, AR, AP, Treasury and Fixed Assets. To ensure delivery of a proactive and professional customer focused service, ensuring finance deadlines, and legislative and statutory requirements are met. To work closely with the wider organisation, building strong internal relationships to ensure the effective management of financial resources. Location & Travel: Home based. The role of Financial Controller is a home-based role; however, you will be expected to attend one of our communities regularly. Duties & Responsibilities: Key Responsibilities include (but not limited to): Oversee the month end process, working closely with all finance staff including leading on the month end timetable and ensuring all tasks are completed in a timely manner. Working closely with the Head of Finance and Finance Business Partners and assist with the preparation and consolidation of the monthly management accounts. Maintaining the Trust Staff Establishment Budget and support the Head of Finance and Finance Business Partners during the annual budget cycle and ensure all budgets are agreed and implemented on the accounting system Manage the external audit and the yearend processes and complete statutory financial statements to draft stage in accordance with the Charities SORP including all working papers. Ensure efficient and effective financial control operates throughout the Trust, ensuring all regional and central financial activities comply with legislation, policies, procedures and the delegated authorities. Manage and administer the Trust bank accounts, credit cards, and cash flow Developing and maintaining a long-term rolling cash forecast to monitor and maximize cash levels to benefit the organisation. Undertake the reconciliation of balance sheet accounts and inter-company accounts and ensure regular review of general ledger, bad debts fixed assets, debtors and creditors etc. Monthly administration of the Trusts investment portfolio and maintaining a close relationship with the charities investment advisers/managers to ensure sound management and compliance with the Investment Committees agreed policy. Management & Oversight of the Trusts fixed asset register. Management and oversight of the Trusts Restricted and Designated Funds. Vat Compliance including the preparation of quarterly VAT Returns for submission to the HMRC, implementing recommendations from VAT Reviews and ensuring the Trust systems and processes are compliant with HMRC VAT Rules. To provide critical oversight and administration of the Trust wide insurance arrangements Responsible for the maintenance, optimisation, and support of the organization s financial systems and software. To ensure financial data integrity, system efficiency, and the successful implementation of new tools and processes to support finance operations. Complete statutory returns for Charities Commission & Companies House. Actively oversee the management of the Trust payroll function (including pensions) ensuring compliance with legislation and ensuring accuracy and timeliness of employee pay and third-party payments. Manage and develop the Finance Team members to enable them to fulfil their roles to their full potential, ensuring that they and the department operate within with the Trust Strategic Plan and operational priorities Being the systems administrator for finance, providing training to finance colleagues and non-finance colleagues, including budget holders as required within their induction. Advising and assisting the Head of Finance with the development of key financial operational policies that reflect organisational values and comply with best practice and legal requirements. Alongside the Head of Finance continually review the finance system and processes and explore process and system improvement. Acting as project manager for specified projects at the direction of the Head of Finance. Oversight of all operational leases in place at the Trust. Provide data for the monthly reporting of financial KPIs relevant to the area of finance. Be the finance system lead, working with colleagues from IT to manage licensing, report development and provide systems training. General: To comply with the Trust s Policies and Procedures, including Safeguarding, Equality & Diversity and Data Protection. To comply with the statutory provisions of the Health and Safety at Work Act 1974. Employees must look after their own health, safety and welfare and be mindful of other persons who may be affected by their acts or omissions. Employees must co-operate and comply with management instructions regarding Health and Safety issues and report all accidents, incidents and problems as soon as practicable to their manager or other senior members of staff where necessary. To ensure that confidentiality is respected and maintained at all times. To attend and participate in Team Meetings, 1-2-1 Supervision sessions and other meetings as required in line with the post. To undertake any other duties which are consistent with this post, as directed by line management. This job description is not an exhaustive list of duties and responsibilities and is subject to change in accordance with the needs of the department. Person Specification: Essential: Professional Accounting qualification ACCA, CIMA, ACA, or Part Qualified (Final year). Knowledge of payroll practice and a full understanding of HMRC requirements. Experience implementing & internal controls & accounting processes. Experience of Treasury management including cashflow forecasting & monitoring. Experience of preparing VAT returns. Experience of preparing statutory accounts and working papers and proven success working with auditors and managing the audit process. Able to demonstrate a proven track record in all aspects of accounts e.g. preparation management accounts, budgets, balance. sheet reconciliation and forecasts. Desirable: Degree in Finance and Accounting. Previous experience in an accounting role in the Charity or Housing Sectors. Experience of working with investment advisors/managers and an understanding of portfolio management. Experience of working with Iplicit. Understanding and Experience of preparing Vat returns using Partial VAT methodology. Camphill Village Trust is an equal opportunity employer. We reserve the right to close this advert early if we receive a sufficient number of applications. Camphill Village Trust is committed to safeguarding and promoting the welfare of all adults who use our services and as such expects all staff and volunteers to share this commitment. Successful applicants will be required to complete the relevant pre-employment checks including a DBS check.
Do you have excellent communication and organisational skills and want to be part of something extraordinary? As the need for our Recovery Services continues to grow, and as part of our ambitious new strategy, we re expanding our team to reach even more members of the Armed Forces Community. We are looking for a confident and efficient Recovery Programmes Administrator with a passion for providing high-quality administrative support to our Recovery Services and the Senior Leadership Team. As the first point of contact at our reception, you will pay a key role in welcoming beneficiaries, creating a warm and professional first impression. Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life. Key responsibilities: - Provide comprehensive administrative support to the Recovery Programmes Team and wider team as required, including managing correspondence, dealing with enquiries, preparing meeting materials, maintaining records and supporting onboarding processes - Front of house and reception duties, maintaining a clean, organised and welcoming reception area. Act as the first point of contact for visitors, volunteers and contractors. - Perform general clerical duties such as filing, photocopying, ordering stationery and ensure the availability of branded collateral and merchandise. - Assist with processing invoices, payments and financial transactions. Support the delivery of events and fundraising activities. The role is site based in Lilleshall but there will also be occasional travel nationally to attend training or meetings. About Recovery Services: The Battle Back Centre in Lilleshall, Shropshire, is the home of the Royal British Legion (RBL) Recovery Services. We deliver a range of tailored recovery programmes, all designed to assist the Armed Forces community overcome the barriers and challenges encountered as a result of injury or illness. Our programmes are designed to address a broad range of wellbeing needs from exploring the link between physical and mental health, to managing stress, promoting healthy living, and strengthening social connections. Through innovative activities such as the Multi Activity Course, Recovery through the Arts, and the Invictus Games, we offer meaningful opportunities for individuals to discover their potential and build supportive relationships. If you would like to discover more about the incredible work we do, have a look at our website. Employee benefits include: - 28 days paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days - Generous pension contributions, with Employer contributions ranging from 6% to 10% - Range of flexible working options may be available, depending on your role - Employee Assistance Programme providing confidential counselling, financial and legal advice - Range of courses delivered by learning specialists to support your development goals and objectives - Opportunities to volunteer - Travel loans, Cycle to Work, and more! For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert. We re currently recruiting a number of exciting roles within Recovery Services so if you re looking to join a supportive, passionate and forward-thinking team, be sure to check out our other roles and find the one that s right for you: - Recovery Case Officer - Recovery Support Officer - Recovery Pathways Coordinator - Recovery Logistics Coordinator - Sport Development Officer - Team UK Programmes Officer - Team UK Administrator RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics. Closing Date: Monday 20th October 2025 Interview Dates: Thursday 6th and Friday 7th November 2025 We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.
Oct 15, 2025
Full time
Do you have excellent communication and organisational skills and want to be part of something extraordinary? As the need for our Recovery Services continues to grow, and as part of our ambitious new strategy, we re expanding our team to reach even more members of the Armed Forces Community. We are looking for a confident and efficient Recovery Programmes Administrator with a passion for providing high-quality administrative support to our Recovery Services and the Senior Leadership Team. As the first point of contact at our reception, you will pay a key role in welcoming beneficiaries, creating a warm and professional first impression. Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life. Key responsibilities: - Provide comprehensive administrative support to the Recovery Programmes Team and wider team as required, including managing correspondence, dealing with enquiries, preparing meeting materials, maintaining records and supporting onboarding processes - Front of house and reception duties, maintaining a clean, organised and welcoming reception area. Act as the first point of contact for visitors, volunteers and contractors. - Perform general clerical duties such as filing, photocopying, ordering stationery and ensure the availability of branded collateral and merchandise. - Assist with processing invoices, payments and financial transactions. Support the delivery of events and fundraising activities. The role is site based in Lilleshall but there will also be occasional travel nationally to attend training or meetings. About Recovery Services: The Battle Back Centre in Lilleshall, Shropshire, is the home of the Royal British Legion (RBL) Recovery Services. We deliver a range of tailored recovery programmes, all designed to assist the Armed Forces community overcome the barriers and challenges encountered as a result of injury or illness. Our programmes are designed to address a broad range of wellbeing needs from exploring the link between physical and mental health, to managing stress, promoting healthy living, and strengthening social connections. Through innovative activities such as the Multi Activity Course, Recovery through the Arts, and the Invictus Games, we offer meaningful opportunities for individuals to discover their potential and build supportive relationships. If you would like to discover more about the incredible work we do, have a look at our website. Employee benefits include: - 28 days paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days - Generous pension contributions, with Employer contributions ranging from 6% to 10% - Range of flexible working options may be available, depending on your role - Employee Assistance Programme providing confidential counselling, financial and legal advice - Range of courses delivered by learning specialists to support your development goals and objectives - Opportunities to volunteer - Travel loans, Cycle to Work, and more! For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert. We re currently recruiting a number of exciting roles within Recovery Services so if you re looking to join a supportive, passionate and forward-thinking team, be sure to check out our other roles and find the one that s right for you: - Recovery Case Officer - Recovery Support Officer - Recovery Pathways Coordinator - Recovery Logistics Coordinator - Sport Development Officer - Team UK Programmes Officer - Team UK Administrator RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics. Closing Date: Monday 20th October 2025 Interview Dates: Thursday 6th and Friday 7th November 2025 We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.
Senior Payroll Officer - Cardiff - 6-9 months We're recruiting for a Senior Payroll Officer to join a well-established organisation in the financial services sector. This is a 6-month temporary assignment with the possibility of extension to 9 months. The role offers hybrid working (2 days in office), a 35-hour week, and a supportive team environment.This is a hands-on position suited to someone confident in managing complex payroll tasks, statutory reporting, and mentoring junior staff. You'll be working closely with HR, Finance, and IT to support payroll operations and contribute to ongoing system improvements. Key Responsibilities: Lead monthly payroll processing for all staffManage complex queries and statutory payments (SMP, SPP, etc.)Submit quarterly and annual HMRC returnsOversee pension and expense paymentsMentor Payroll Administrators and support team developmentProvide payroll analytics and reportingAttend cross-functional meetings and support system upgradesReconcile and authorise weekly expense payments Requirements:Strong working knowledge of PAYE, pensions, and salary sacrificeExperience with payroll systems and process improvementConfident using Excel and producing reports for stakeholdersA recognised payroll qualification is essential This is a great opportunity for someone looking to make an impact in a well-run payroll function, with the flexibility and support to deliver high-quality work. #
Oct 14, 2025
Full time
Senior Payroll Officer - Cardiff - 6-9 months We're recruiting for a Senior Payroll Officer to join a well-established organisation in the financial services sector. This is a 6-month temporary assignment with the possibility of extension to 9 months. The role offers hybrid working (2 days in office), a 35-hour week, and a supportive team environment.This is a hands-on position suited to someone confident in managing complex payroll tasks, statutory reporting, and mentoring junior staff. You'll be working closely with HR, Finance, and IT to support payroll operations and contribute to ongoing system improvements. Key Responsibilities: Lead monthly payroll processing for all staffManage complex queries and statutory payments (SMP, SPP, etc.)Submit quarterly and annual HMRC returnsOversee pension and expense paymentsMentor Payroll Administrators and support team developmentProvide payroll analytics and reportingAttend cross-functional meetings and support system upgradesReconcile and authorise weekly expense payments Requirements:Strong working knowledge of PAYE, pensions, and salary sacrificeExperience with payroll systems and process improvementConfident using Excel and producing reports for stakeholdersA recognised payroll qualification is essential This is a great opportunity for someone looking to make an impact in a well-run payroll function, with the flexibility and support to deliver high-quality work. #
Marketing & Project Assistant - Braintree £26,000 - £32,000+ A chance to shape campaigns, build your marketing career, and make a visible impact in a growing financial advice firm. If you're creative, organised, and ready to take your next step in marketing - this role gives you the platform to do it. You'll be part of a growing team where ideas are valued, projects move quickly, and your work genuinely makes a difference to both clients and colleagues. Why this role You'll join an established advice firm that genuinely values fresh thinking. The marketing function is evolving - and this role puts you right at the centre of it. From shaping digital campaigns and managing social media, to coordinating events and improving client communications, you'll get to see your work make a real difference every week. Whether you're: Already experience looking to take ownership, An IFA administrator who wants to pivot into marketing, or A Marketing Graduate ready to turn theory into results - this is the kind of role that grows with you. What's different You'll have direct access to senior leadership - no layers, no waiting to be noticed The freedom to bring ideas and creativity to the table A genuinely varied mix of marketing, communications, and project work Support to develop your skills across content, strategy, and campaign delivery Financial services experience helps, but curiosity and initiative matter more Your role What you'll be doing: Helping plan and deliver marketing campaigns across digital and print Creating social media content (LinkedIn, Instagram, Facebook, X, YouTube) Supporting newsletters, market updates, and event communications Managing website updates and brand consistency Coordinating client and team events end-to-end Tracking project timelines, deliverables, and marketing performance Maintaining CRM data and segmenting audiences for targeted campaigns Liaising with external designers, printers, and suppliers Bringing ideas to improve client experience and engagement What you'll need A keen interest or experience in marketing, project coordination, or administration. Ideally a marketing/comms degree and a hunger to learn Strong organisational and communication skills Confident using Microsoft Office and Canva (or Adobe Express) Experience with social media management and email marketing tools (Mailchimp, Salesforce, etc.) Eye for detail and creativity, balanced with accountability and follow-through A proactive, positive approach - someone who makes things happen Perks & lifestyle Full-time role (Monday-Friday, 9am-5pm) Collaborative team and supportive leadership Huge variety day-to-day - no two weeks will look the same Exposure across marketing, operations, and project delivery Opportunities for professional development and progression Ready to build your marketing career? If you want a role where you'll learn fast, get creative, and see your ideas come to life - this is it. Hit apply or message us for a chat - we'd love to hear your story.
Oct 14, 2025
Full time
Marketing & Project Assistant - Braintree £26,000 - £32,000+ A chance to shape campaigns, build your marketing career, and make a visible impact in a growing financial advice firm. If you're creative, organised, and ready to take your next step in marketing - this role gives you the platform to do it. You'll be part of a growing team where ideas are valued, projects move quickly, and your work genuinely makes a difference to both clients and colleagues. Why this role You'll join an established advice firm that genuinely values fresh thinking. The marketing function is evolving - and this role puts you right at the centre of it. From shaping digital campaigns and managing social media, to coordinating events and improving client communications, you'll get to see your work make a real difference every week. Whether you're: Already experience looking to take ownership, An IFA administrator who wants to pivot into marketing, or A Marketing Graduate ready to turn theory into results - this is the kind of role that grows with you. What's different You'll have direct access to senior leadership - no layers, no waiting to be noticed The freedom to bring ideas and creativity to the table A genuinely varied mix of marketing, communications, and project work Support to develop your skills across content, strategy, and campaign delivery Financial services experience helps, but curiosity and initiative matter more Your role What you'll be doing: Helping plan and deliver marketing campaigns across digital and print Creating social media content (LinkedIn, Instagram, Facebook, X, YouTube) Supporting newsletters, market updates, and event communications Managing website updates and brand consistency Coordinating client and team events end-to-end Tracking project timelines, deliverables, and marketing performance Maintaining CRM data and segmenting audiences for targeted campaigns Liaising with external designers, printers, and suppliers Bringing ideas to improve client experience and engagement What you'll need A keen interest or experience in marketing, project coordination, or administration. Ideally a marketing/comms degree and a hunger to learn Strong organisational and communication skills Confident using Microsoft Office and Canva (or Adobe Express) Experience with social media management and email marketing tools (Mailchimp, Salesforce, etc.) Eye for detail and creativity, balanced with accountability and follow-through A proactive, positive approach - someone who makes things happen Perks & lifestyle Full-time role (Monday-Friday, 9am-5pm) Collaborative team and supportive leadership Huge variety day-to-day - no two weeks will look the same Exposure across marketing, operations, and project delivery Opportunities for professional development and progression Ready to build your marketing career? If you want a role where you'll learn fast, get creative, and see your ideas come to life - this is it. Hit apply or message us for a chat - we'd love to hear your story.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Oct 14, 2025
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior Financial Services Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 13, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior Financial Services Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior Financial Services Administrator to lead and support their client services team click apply for full job details
Oct 12, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior Financial Services Administrator to lead and support their client services team click apply for full job details
Your new company Financial Advisory Service Provider Your new role A Level 1 Desktop Systems Administrator is currently being sought to join the technology team in the London office. This position is fully office-based. The ideal candidate will have experience providing both remote and on-site desktop support, possess strong communication skills, and be comfortable working with executives.The role requires a proactive, punctual, and detail-oriented individual with the ability to support Windows and Mac laptops, Microsoft 365, Canon printers, and audio-visual equipment. What you'll need to succeed Strong communication and customer service skills, and have experience supporting senior stakeholders/VIP users 2+ years' experience in IT customer support, including desktop and network troubleshooting for both on-site and remote users. 1+ years' experience using ticketing systems, preferably ServiceNow. Experienced with Mobile Device Management (MDM) platforms such as Workspace ONE (preferred), Microsoft Intune, and JAMF. Preferably experience working in a Financial Services based company What you'll get in return An exciting opportunity to join an international organisation working with a major financial services organisation. Furthermore, a competitive day rate for this role will be offered in addition to your own dedicated Hays Consultant to guide you through every step of the application process. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Oct 10, 2025
Contractor
Your new company Financial Advisory Service Provider Your new role A Level 1 Desktop Systems Administrator is currently being sought to join the technology team in the London office. This position is fully office-based. The ideal candidate will have experience providing both remote and on-site desktop support, possess strong communication skills, and be comfortable working with executives.The role requires a proactive, punctual, and detail-oriented individual with the ability to support Windows and Mac laptops, Microsoft 365, Canon printers, and audio-visual equipment. What you'll need to succeed Strong communication and customer service skills, and have experience supporting senior stakeholders/VIP users 2+ years' experience in IT customer support, including desktop and network troubleshooting for both on-site and remote users. 1+ years' experience using ticketing systems, preferably ServiceNow. Experienced with Mobile Device Management (MDM) platforms such as Workspace ONE (preferred), Microsoft Intune, and JAMF. Preferably experience working in a Financial Services based company What you'll get in return An exciting opportunity to join an international organisation working with a major financial services organisation. Furthermore, a competitive day rate for this role will be offered in addition to your own dedicated Hays Consultant to guide you through every step of the application process. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Financial Services Administrator to lead and support their client services team click apply for full job details
Oct 09, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Financial Services Administrator to lead and support their client services team click apply for full job details
Hours: 37.5 hours per week, 52 weeks per year. Lufton College Cambian Lufton College is a specialist residential education provider for 16 to 25 year olds with ASD, learning disabilities and complex behavioural and emotional needs. The college provides a 2-3 year pathway to prepare our students for adulthood, equipping them with the skills and qualities required to lead a fulfilled, independent and ambitious life. Summary of the Job An exciting opportunity has arisen for a finance administrator within Lufton College. Lufton College is a specialist education residential college for 16 to 25 year olds with Autism and Learning disabilities, to provide vocational educational programmes to prepare them for adulthood to lead their best life. Working as part of the college support team in your role as a finance administrator you will assist the college Business Finance manager with all aspects relating to Finance and clerical support services. Working closely with the Administration Manager, Senior Leadership Team and wider college in order to help in the smooth running of the service. A positive and professional person who can work well to deadlines with accuracy and proficiency. We are looking for someone who enjoys working within a busy and varied environment and within a large team where honesty and respect are values that are shared. Having an interest and ambition to progress within a financial role would be desirable as well as willing to undertake qualifications and training to support the college as well as your career within finance. Key Responsibilities Manage college payment cards and petty cash to ensure weekly reconciliations are completed and all are sums are accounted for. Draw cash from the bank/ATM as required to maintain a level of petty cash to meet the needs of the college. Transport cash as required to other sites and homes to support the operations of the college and ensure students have monies required for daily living. Exchange coins at the bank for notes when there is an excess of change in the petty cash tin Deposit cash at the bank as required Raise queries as appropriate regarding any discrepancies with the payment cards or petty cash Process authorised orders as requested Manage invoices during the absence of the Business Finance Manager Provide support to the Business Finance Manager to check payroll. Requirements Experience of working within a Finance environment. GCSE or equivalent in Maths. Experience of cash handling. Knowledge and proficient use of Microsoft Office. We pride ourselves on being an Equal Opportunities Employer and we are committed to safeguarding and protecting the young people and service users within our care. All candidates will be subject to an Enhanced DBS check and reference checks. If you want to learn from and work with a highly specialist, incredibly proud and integrated team that unlocks the potential of young people, then please talk to us. Cambian will conduct online searches of shortlisted candidates. This check will be part of a safeguarding check, and the search will purely be based on whether an individual is suitable to work with children. As care must be taken to avoid unconscious bias and any risk of discrimination a person who will not be on the appointment panel will conduct the search and will only share information if and when findings are relevant and of concern.
Oct 09, 2025
Full time
Hours: 37.5 hours per week, 52 weeks per year. Lufton College Cambian Lufton College is a specialist residential education provider for 16 to 25 year olds with ASD, learning disabilities and complex behavioural and emotional needs. The college provides a 2-3 year pathway to prepare our students for adulthood, equipping them with the skills and qualities required to lead a fulfilled, independent and ambitious life. Summary of the Job An exciting opportunity has arisen for a finance administrator within Lufton College. Lufton College is a specialist education residential college for 16 to 25 year olds with Autism and Learning disabilities, to provide vocational educational programmes to prepare them for adulthood to lead their best life. Working as part of the college support team in your role as a finance administrator you will assist the college Business Finance manager with all aspects relating to Finance and clerical support services. Working closely with the Administration Manager, Senior Leadership Team and wider college in order to help in the smooth running of the service. A positive and professional person who can work well to deadlines with accuracy and proficiency. We are looking for someone who enjoys working within a busy and varied environment and within a large team where honesty and respect are values that are shared. Having an interest and ambition to progress within a financial role would be desirable as well as willing to undertake qualifications and training to support the college as well as your career within finance. Key Responsibilities Manage college payment cards and petty cash to ensure weekly reconciliations are completed and all are sums are accounted for. Draw cash from the bank/ATM as required to maintain a level of petty cash to meet the needs of the college. Transport cash as required to other sites and homes to support the operations of the college and ensure students have monies required for daily living. Exchange coins at the bank for notes when there is an excess of change in the petty cash tin Deposit cash at the bank as required Raise queries as appropriate regarding any discrepancies with the payment cards or petty cash Process authorised orders as requested Manage invoices during the absence of the Business Finance Manager Provide support to the Business Finance Manager to check payroll. Requirements Experience of working within a Finance environment. GCSE or equivalent in Maths. Experience of cash handling. Knowledge and proficient use of Microsoft Office. We pride ourselves on being an Equal Opportunities Employer and we are committed to safeguarding and protecting the young people and service users within our care. All candidates will be subject to an Enhanced DBS check and reference checks. If you want to learn from and work with a highly specialist, incredibly proud and integrated team that unlocks the potential of young people, then please talk to us. Cambian will conduct online searches of shortlisted candidates. This check will be part of a safeguarding check, and the search will purely be based on whether an individual is suitable to work with children. As care must be taken to avoid unconscious bias and any risk of discrimination a person who will not be on the appointment panel will conduct the search and will only share information if and when findings are relevant and of concern.
Sewell Wallis is supporting our long term clients with the hire of a Fractional FD! You'll be joining an award-winning accountancy and advisory practice based in the heart of Sheffield, South Yorkshire. Working with a range of clients to drive sustainable growth through tailored insights and collaboration. This role offers flexibility and a fantastic opportunity to grow and develop your portfolio and team. Your remuneration will depend on your current portfolio and will include an attractive commission scheme based on your reoccurring annual revenue. A fantastic opportunity to join a well-established and growing practice in a role you can really develop and make your own! What will you be doing? You will be supporting a range of clients by delivering outstanding financial leadership that supports businesses to scale, become audit-ready, manage cash flow, and prepare for fundraising or transactions Act as a strategic finance partner to client leadership teams, focusing on growth, profitability, efficiency, and long-term planning Oversee automated financial systems, monthly management accounts, budgeting, forecasting, cash flow management, and compliance Lead and develop a team of accountants who deliver accounting and business advisory services What skills are we looking for? Qualified accountant (ACA/ACCA/CIMA) Experience at senior/director level in finance Adept with Xero, QuickBooks, Sage and Microsoft packages Confident and clear communicator, who can build relations and influence stakeholders Currently or previously having worked in a fractional FD/portfolio role in practice or independently. What's on offer? A competitive salary depending on your current portfolio and experience Commission structure based on annual reoccurring revenue Flexible working and hybrid opportunities Autonomy and career development Modern offices and great facilities on site and nearby Send us your CV below, or contact Inci Evcil 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 08, 2025
Full time
Sewell Wallis is supporting our long term clients with the hire of a Fractional FD! You'll be joining an award-winning accountancy and advisory practice based in the heart of Sheffield, South Yorkshire. Working with a range of clients to drive sustainable growth through tailored insights and collaboration. This role offers flexibility and a fantastic opportunity to grow and develop your portfolio and team. Your remuneration will depend on your current portfolio and will include an attractive commission scheme based on your reoccurring annual revenue. A fantastic opportunity to join a well-established and growing practice in a role you can really develop and make your own! What will you be doing? You will be supporting a range of clients by delivering outstanding financial leadership that supports businesses to scale, become audit-ready, manage cash flow, and prepare for fundraising or transactions Act as a strategic finance partner to client leadership teams, focusing on growth, profitability, efficiency, and long-term planning Oversee automated financial systems, monthly management accounts, budgeting, forecasting, cash flow management, and compliance Lead and develop a team of accountants who deliver accounting and business advisory services What skills are we looking for? Qualified accountant (ACA/ACCA/CIMA) Experience at senior/director level in finance Adept with Xero, QuickBooks, Sage and Microsoft packages Confident and clear communicator, who can build relations and influence stakeholders Currently or previously having worked in a fractional FD/portfolio role in practice or independently. What's on offer? A competitive salary depending on your current portfolio and experience Commission structure based on annual reoccurring revenue Flexible working and hybrid opportunities Autonomy and career development Modern offices and great facilities on site and nearby Send us your CV below, or contact Inci Evcil 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.
Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme and are now seeking a Senior AML Administrator to join their expanding team. As Senior AML Administrator here you will be: Responsible for the accurate and efficient completion of administrative tasks provided to you Supporting the approach to full ownership you will be expected to work on case management and customer and adviser queries from receipt until the customer's expectations have been satisfied Proactive and reactive contact with customers and advisers, plus any other relevant parties via telephone, letter or email to ensure work is processed efficiently and correctly Ensure pended work is reviewed, chased and closed within expected timescales Proactive, solutions-based approach to understanding issues which arise, and then able to implement actions according to administrative policies and procedures Timely and professional contact with stakeholders should be maintained at all times Contact will be proactive when you require further information (by telephone and email) and reactive when a stakeholder contacts us Assist in developing, implementing and sharing best practices Contribute to the development of team strategy and objectives Within your team you will be expected to work with your colleagues to manage the daily work and measure your team's performance in relation to good customer outcomes The ideal candidate for the role of Senior AML Administrator will have: A minimum of 3 years' previous Life office experience is desirable Minimum of 1 years' experience within an AML-focused role PC literate, in particular MS Office Products 4 GCSE's Grade C to include Maths and English and/or NVQ Level 1 - or equivalent Good attention to detail Good communication and interpersonal skills Ability to work well individually and as part of a team Ability to work to tight deadlines
Oct 08, 2025
Full time
Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme and are now seeking a Senior AML Administrator to join their expanding team. As Senior AML Administrator here you will be: Responsible for the accurate and efficient completion of administrative tasks provided to you Supporting the approach to full ownership you will be expected to work on case management and customer and adviser queries from receipt until the customer's expectations have been satisfied Proactive and reactive contact with customers and advisers, plus any other relevant parties via telephone, letter or email to ensure work is processed efficiently and correctly Ensure pended work is reviewed, chased and closed within expected timescales Proactive, solutions-based approach to understanding issues which arise, and then able to implement actions according to administrative policies and procedures Timely and professional contact with stakeholders should be maintained at all times Contact will be proactive when you require further information (by telephone and email) and reactive when a stakeholder contacts us Assist in developing, implementing and sharing best practices Contribute to the development of team strategy and objectives Within your team you will be expected to work with your colleagues to manage the daily work and measure your team's performance in relation to good customer outcomes The ideal candidate for the role of Senior AML Administrator will have: A minimum of 3 years' previous Life office experience is desirable Minimum of 1 years' experience within an AML-focused role PC literate, in particular MS Office Products 4 GCSE's Grade C to include Maths and English and/or NVQ Level 1 - or equivalent Good attention to detail Good communication and interpersonal skills Ability to work well individually and as part of a team Ability to work to tight deadlines
