37 jobs found

Fundraising department: Our dynamic fundraising department generated £4.5m through donations in 2023/24, and we are now preparing for an ambitious multi-million-pound campaign in support of a ground-breaking cancer centre on the site of the Royal Free Hospital. We pride ourselves on being a supporter focused and agile function, working at the heart of the charity to deliver impact for patients and staff across our hospitals. Responsible for attracting and retaining donors, and delivering an outstanding supporter experience, the fundraising department comprises two teams which work closely together to achieve our shared objectives: Our philanthropy & campaigns team builds relationships with individual philanthropists, trusts, foundations, corporate organisations and intermediaries, giving or facilitating donations of £10,000 or more to the charity each year. They lead major appeal activity for the charity, currently focused on our forthcoming cancer campaign, and special events to support these activities. Our public fundraising team harnesses the support and energy of individuals and groups, helping them to give back in the way that works for them. This includes committed giving, in memory support, gifts in wills, and fundraising events and challenges. Our database and supporter care colleagues underpin and support the entire department. Job purpose This is a new and pivotal role, responsible for developing and growing legacy income for the Royal Free Charity. It focuses on building a comprehensive legacy programme that encompasses strategy, marketing, and stewardship, ultimately securing long-term income to support the Royal Free Charity's vital work. Key tasks and responsibilities Legacy strategy and marketing Develop and implement the RFC s legacy fundraising strategy to significantly grow legacy income from a base of £1m per annum. Work with the senior individual giving manager to identify distinct legacy audiences and segments among supporters, understanding their characteristics and motivations to tailor marketing strategies accordingly. Work with the senior individual giving manager to develop compelling and powerful cases for support tailored to identified target audiences. Undertake research where appropriate to inform strategy development and identify new legacy prospects. Work collaboratively with RFC s communications and engagement team and Individual Giving to develop effective marketing concepts and approaches across various channels, including digital and print, to promote legacy giving. Influence internal culture and ensure legacy messaging is included in all relevant communications. Proactively engage with teams across the charity and NHS Trust to demystify legacy giving, overcome barriers to discussing death and gifts in wills. Legacy stewardship and engagement Act as a primary point of contact for external enquiries about legacies. Build and nurture long-term relationships with legacy pledgers and potential supporters, ensuring a personalised approach to engagement and communication. Devise and implement a robust engagement and stewardship programme for legacy pledgers and prospects, ensuring integration with other fundraising and communications activities where relevant. Review and develop correspondence sent to legacy enquirers and pledgers. Implement procedures to ensure all enquiries are handled in a timely and professional manner. Cultivate and maintain relationships with external stakeholders such as solicitors and lay executors to gain insights and support for legacy giving. Legacy administration Work with our outsourced legacy administrator to monitor the legacy income pipeline and oversee practical legacy administration tasks. Work with the outsourced legacy administrator to provide timely and accurate reports on legacy income, including progress against targets and insights for future strategy Liaise with the outsourced legacy administrator on complex or contentious legacy cases to ensure optimal outcomes. Maintain and support accurate record keeping on Raisers Edge. Budget & reporting Develop and manage the legacy marketing expenditure budget, as well as forecasting the legacy income pipeline Support the team by contributing to the annual planning and reporting process, including progress reports and financial reports. Develop and monitor key performance indicators (KPIs) to track the effectiveness of legacy strategies and activities. General responsibilities Collaborate on cross-functional initiatives, such as donor events and communications campaigns. Stay informed about changes in legislation, best practice, and industry standards related to legacy promotion, ensuring all activities adhere to relevant regulatory procedures, including GDPR, the Data Protection Act, and Institute of Fundraising guidelines. Key relationships This role will need to maintain good working relationships with key stakeholders: Internal: wider fundraising team, communications and engagement team, grants team External: legacy administrator, solicitors, supporters, patients and their families, NHS Trust staff

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

Fundraising department: Our dynamic fundraising department generated £4.5m through donations in 2023/24, and we are now preparing for an ambitious multi-million-pound campaign in support of a ground-breaking cancer centre on the site of the Royal Free Hospital. We pride ourselves on being a supporter focused and agile function, working at the heart of the charity to deliver impact for patients and staff across our hospitals. Responsible for attracting and retaining donors, and delivering an outstanding supporter experience, the fundraising department comprises two teams which work closely together to achieve our shared objectives: Our philanthropy & campaigns team builds relationships with individual philanthropists, trusts, foundations, corporate organisations and intermediaries, giving or facilitating donations of £10,000 or more to the charity each year. They lead major appeal activity for the charity, currently focused on our forthcoming cancer campaign, and special events to support these activities. Our public fundraising team harnesses the support and energy of individuals and groups, helping them to give back in the way that works for them. This includes committed giving, in memory support, gifts in wills, and fundraising events and challenges. Our database and supporter care colleagues underpin and support the entire department. Job purpose This is a new and pivotal role, responsible for developing and growing legacy income for the Royal Free Charity. It focuses on building a comprehensive legacy programme that encompasses strategy, marketing, and stewardship, ultimately securing long-term income to support the Royal Free Charity's vital work. Key tasks and responsibilities Legacy strategy and marketing Develop and implement the RFC s legacy fundraising strategy to significantly grow legacy income from a base of £1m per annum. Work with the senior individual giving manager to identify distinct legacy audiences and segments among supporters, understanding their characteristics and motivations to tailor marketing strategies accordingly. Work with the senior individual giving manager to develop compelling and powerful cases for support tailored to identified target audiences. Undertake research where appropriate to inform strategy development and identify new legacy prospects. Work collaboratively with RFC s communications and engagement team and Individual Giving to develop effective marketing concepts and approaches across various channels, including digital and print, to promote legacy giving. Influence internal culture and ensure legacy messaging is included in all relevant communications. Proactively engage with teams across the charity and NHS Trust to demystify legacy giving, overcome barriers to discussing death and gifts in wills. Legacy stewardship and engagement Act as a primary point of contact for external enquiries about legacies. Build and nurture long-term relationships with legacy pledgers and potential supporters, ensuring a personalised approach to engagement and communication. Devise and implement a robust engagement and stewardship programme for legacy pledgers and prospects, ensuring integration with other fundraising and communications activities where relevant. Review and develop correspondence sent to legacy enquirers and pledgers. Implement procedures to ensure all enquiries are handled in a timely and professional manner. Cultivate and maintain relationships with external stakeholders such as solicitors and lay executors to gain insights and support for legacy giving. Legacy administration Work with our outsourced legacy administrator to monitor the legacy income pipeline and oversee practical legacy administration tasks. Work with the outsourced legacy administrator to provide timely and accurate reports on legacy income, including progress against targets and insights for future strategy Liaise with the outsourced legacy administrator on complex or contentious legacy cases to ensure optimal outcomes. Maintain and support accurate record keeping on Raisers Edge. Budget & reporting Develop and manage the legacy marketing expenditure budget, as well as forecasting the legacy income pipeline Support the team by contributing to the annual planning and reporting process, including progress reports and financial reports. Develop and monitor key performance indicators (KPIs) to track the effectiveness of legacy strategies and activities. General responsibilities Collaborate on cross-functional initiatives, such as donor events and communications campaigns. Stay informed about changes in legislation, best practice, and industry standards related to legacy promotion, ensuring all activities adhere to relevant regulatory procedures, including GDPR, the Data Protection Act, and Institute of Fundraising guidelines. Key relationships This role will need to maintain good working relationships with key stakeholders: Internal: wider fundraising team, communications and engagement team, grants team External: legacy administrator, solicitors, supporters, patients and their families, NHS Trust staff

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.

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.

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.

Introduction Saab in UK is growing rapidly, with over 500 colleagues across eight sites. We bring together Swedish heritage and British expertise to drive innovation in areas such as software engineering, underwater robotics, radars, AI, and armed forces training. Joining Saab in UK means contributing to the security and resilience of society while building a career with real scope for personal and professional growth. What you will be part of: Explore a wealth of possibilities. Take on challenges, create smart inventions, and grow beyond. This is a place for curious minds, brave pioneers, and everyone in between. Together, we achieve the extraordinary, each bringing our unique perspectives. Your part matters. Saab is a leading defence and security company with an enduring mission, to help nations keep their people and society safe. Empowered by its 26,000 talented people, Saab constantly pushes the boundaries of technology to create a safer and more sustainable world. Saab designs, manufactures and maintains advanced systems in aeronautics, weapons, command and control, sensors and underwater systems. Saab is headquartered in Sweden. It has major operations all over the world and is part of the domestic defence capability of several nations. The Role: This role is part of our Saab Bluebear Business in Bedford. Reporting to the CFO, this role will have responsibility for the production of timely financial accounts and reports, and input to Saab UK and Global Reporting for Saab Bluebear. Key Responsibilities: Work closely with Saab UK Head of Finance, to ensure that statutory reporting requirements are met Responsible for day-to-day financial operations for Saab Bluebear including Budgeting, forecasting and financial planning. Providing strong financial and commercial support to the management team at Saab Bluebear Financial recording and all-round purchasing. The successful candidate will be a team player who is keen to get involved and happy to help in many related aspects of the company operations Support strategic planning and business decision-making through financial insight Manage financial data within Xero and Oracle, and excel. Monthly accounts closing procedure and Group reporting Payroll journal & Reconciling salaries Balance Sheet & Stock reconciliations Monthly WIP & Cost of sales calculations Prepayments, Accruals and Provisions Creditors and supplier reconciliations Banking: Inputting Bacs payments into the bank, ensuring they are processed accurately and in line with internal approval policies and financial controls Identify and Calculate R&D Expenditure Credit in line with HMRC guidelines and liaison with external accountants and operational teams Preparation and submission of quarterly VAT returns in compliance with UK tax laws and regulations Working with the Bluebear finance administrator (5 hours a day), supporting payables and procurement Main point of contact for external auditors and accountants for Saab Bluebear, to support preparation of year end accounts, tax return audits and statutory requirements Experience and Qualifications: Qualified Accountant (CIMA/ACA/ACCA) Degree or equivalent Accounting/ Management Accounting Ideally familiar with XERO accounting software (or similar) and Microsoft Office including Access databases A commercial and pragmatic qualified accountant with management accountant experience Experience in team management. Excellent interpersonal and communication skills, together with the ability to contribute and influence at a senior level, are essential Proven experience in the operation of a finance function and statutory obligations Experience of working closely with a wider team to ensure robust financial controls and effective cash management is in place, is critical to the success of the business Demonstrate a sound understanding of annual cycles of the finance function, and taxation and have had exposure to broader general management and commercial responsibilities A highly motivated self-starter with plenty of energy, the successful candidate will be someone who takes the initiative and anticipates proactively the demands of a growing, successful and fast moving business By submitting an application to Saab UK you consent to undertaking workforce screening activities that may include but are not limited to: Baseline Personnel Security checks, National Security Vetting, reference checks, verification of working rights and in all circumstances preferred candidates will be placed through a security interview.

Sewell Wallis is working with an ambitious and fast-scaling technology company, based in South Yorkshire, that's making a real impact across infrastructure and environmental sectors. With a unique platform already gaining traction, the business is expanding into new markets and building out its service offering - all with a clear focus on innovation, efficiency, and sustainability. As they enter a new phase of growth, they're looking to appoint a commercially minded Finance Manager, based in Sheffield, to help shape the financial strategy and support the leadership team. This is a newly created role with genuine scope - ideal for someone who thrives in agile environments and wants to be part of something transformative. This temporary role has the potential to be made permanent. What will you be doing? Supporting financial operations across the business, ensuring processes and systems run smoothly Partnering with internal teams to enable effective project delivery and commercial decision-making Contributing to budgeting, forecasting, and financial planning activities Helping maintain clarity and control across reporting, compliance, and risk management Playing a role in shaping financial systems and controls to support growth Supporting the development of team members and encouraging cross-functional collaboration Providing input into pricing, benchmarking, and financial modelling for new opportunities What skills are we looking for? Strategic thinker with a focus on long-term financial sustainability Strong commercial awareness with the ability to align financial decisions to strategic goals Proven experience leading a finance function, ideally 5+ years in a senior role Fully qualified accountant (ACA, ACCA, CIMA or equivalent) Analytical mindset with sound judgement under pressure Skilled negotiator with a pragmatic, solutions-led approach Confident communicator, able to translate complex financials for varied audiences Collaborative leadership style with a focus on team development Comfortable working in a process-driven environment Advanced user of MS Office and Xero What's on offer? Working for a rapidly growing technology business Competitive salary To shape a brand new role into your own Temp to perm contract Apply for this role below, or for more information, contact Jenny. 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.

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).

About Us At Harris Academy Morden we pride ourselves on the inclusive approach and caring environment we have developed. Ofsted 2024 'Harris Academy Morden is a high-achieving, happy school. Pupils value the care and rigour staff provide'. Staff well-being is at the heart of our academy. We have a sensible marking policy, organised marking sessions to give staff time to mark and a two-week October half term holiday. Ofsted 2024 'Staff enjoy working at this school. They feel well supported and recognise that leaders are sensitive to their workload and consider their well-being.' Our Academy is traditional in its approach to discipline and has very high expectations for student behaviour. Ofsted 2024 'Pupils learn to be tenacious, persevering in their learning, even when it is difficult. They behave well and are keen to learn.' Year 11 GCSE results consistently place the Academy in the highest percentile in the country. Ofsted 2024 'Pupils learn an ambitious curriculum. They work hard and produce work of high quality. They develop a deep body of knowledge in different subjects. Pupils achieve highly and are exceptionally well prepared for the next stage of their education, employment or training.' Harris Academy Morden is located favourably for public transport with good local access to bus, tram and train links to mainline rail and the underground network Summary Looking to take your first step in education? We are looking for a dedicated and detail-orientated individual to join Harris Academy Morden as Receptionist and Personal Development Administrator. Working under the instruction and guidance of senior staff to provide general administrative and financial support to the school, you will either have experience in an administrative role or looking to take your first step in an administrative support role within an educational environment. Main Areas of Responsibility Your responsibilities will include: Representing the Academy in a professional and welcoming manner to all visitors, staff and students, including telephone callers Undertaking reception duties, answering general telephone and face to face enquiries and signing in visitors Completing first day of absence calling for all students who are absent, recording reasons on Bromcom, recording calls in attendance events, checking directly with AWO if there are any concerns Assisting with pupil first aid/welfare duties Assisting in arrangements for school trips and events Providing general clerical/admin support Maintaining manual and computerised records Producing lists, information and data as required Typing, word processing and other IT based tasks Sorting and distributing mail Ensuring reprographics requests are fulfilled on time Operating relevant equipment/ICT packages (e.g. word, excel, databases, spreadsheets, internet) Maintaining stock and supplies, cataloguing and distributing as required Assisting in ordering uniform Providing general advice and guidance to staff, pupils and others Undertaking general financial administration e.g. processing orders Qualifications & Experience We would like to hear from you if you have: NVQ2 or equivalent qualification or experience in relevant discipline Good numeracy/literacy skills Minimum of two years' school office experience Experience of general clerical/administrative/financial work Knowledge of safeguarding procedures for young people Experience of Reception duties including dealing with visitors to the Academy For a full job description and person specification, please download the Job Pack. Professional Development & Benefits Our people are at the heart of our success. We have developed a strong culture of collaboration and best practice, with professional development and career planning at its centre. We invest in our staff with support, coaching, mentoring, and a wide range of top-quality training programmes delivered at every level. In addition to the opportunities for career development and progression, we also offer a competitive rewards and benefits package which includes our Harris Allowance for teachers on MPS/UPS, a Performance and Loyalty Bonus, Pension Scheme with generous employer contributions, a Wellbeing Cash Plan and many other benefits. Learn more about our benefits on our website. Safeguarding Notice The Harris Federation and all our academies are committed to ensuring the highest levels of safeguarding and promoting the welfare of children and young people, and we expect all our staff and volunteers to share this commitment. All offers of employment are subject to an enhanced Disclosure and Barring Service (DBS) check, references, an online search, and where applicable, a prohibition from teaching check will be completed. Equal Opportunities The Harris Federation is an equal opportunities employer and welcomes applications from all suitably qualified candidates. We value the diversity of our staff and students, and everyone at the Harris Federation is equally valued and respected. We aim to be an inclusive employer that reflects the communities we serve. We are committed to providing a fair, equitable and mutually supportive learning and working environment. Next Steps If you have any questions about this opportunity, please send us an email, or call to arrange a conversation. Before applying, please download the Job Pack for full details on the job responsibilities and person specification. This will be helpful for you when completing your application, and throughout the recruitment process. We encourage you to apply as soon as possible as we may interview and offer to a candidate before the closing date. Please note that we only accept applications submitted before the closing date via our careers website.

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.

Executive Personal Assistant Insurance Supervision The Insurance Supervision Directorate promotes the safety and soundness of over 500 insurers operating in the UK. This includes general insurers, life insurers, friendly societies and the London market. We help identify and mitigate potential risks before they can have an adverse effect on policyholders and financial stability. We face a complex and challenging task, one that presents numerous opportunities to protect policyholders and UK financial stability and one that delivers real and lasting benefits to society. Job description We are looking to recruit an experienced administrator with a positive can-do attitude. The jobholder will provide dedicated support to two Senior Managers and their teams supervising Insurance firms while working alongside other administrators. This is a great opportunity to play a pivotal role within a busy division and would suit an administrator who is looking to develop their skills and experience of working in a busy office. Role Requirements Providing secretarial and full administrative support to Senior Managers and their teams. Diary management, including liaising with internal and external contacts, producing papers for the following day and chasing briefings. Monitoring compliance standards for the team, including producing monthly management information reports. Responsibility for the records management of the team, maintaining an electronic filing system and firm inboxes with a good knowledge of Records Management. Arranging external meetings with Insurance firms and other large meetings e.g. away days, colleges including booking meeting rooms, visitors and arranging refreshments when required Collecting external visitors from reception as and when required Dealing with general correspondence and queries from firms and filing emails Planning and arranging domestic / international travel and processing expenses Attending internal (and possibly external meetings), minute-taking and chasing up actions. Willingly cover for colleagues (other Administrators and HoD PAs) to provide effective support to other teams across the department and division when required Maintaining firm contact details Minimum (Essential) criteria Ability to manage multiple tasks and issues Ability to build good working relationships and networks High level of accuracy and a good attention to detail The ability to work proactively, using own initiative and with minimal supervision Strong organisational, prioritisation and time management skills, with the ability to work in a structured way to a high standard against tight deadlines

Sewell Wallis is proud to be working in partnership with a well-established and respected charity based in Sheffield, South Yorkshire, to recruit a Head of Financial Planning & Analysis for an ongoing contract. This is a key leadership role within the organisation, offering the opportunity to influence strategic decision-making and drive financial performance. The successful Head of Financial Planning & Analysis candidate will be based at the organisation's Sheffield headquarters, with the flexibility of hybrid working. You will lead a finance team of 20, including five direct reports, and take ownership of all FP&A activity, including forecasting, budgeting, pricing strategy, and financial modelling. You will also play a critical role in supporting operational and commercial decision-making across the charity. What will you be doing? Lead, manage and develop a high-performing finance team, fostering a culture of accountability, collaboration and continuous improvement. Oversee the full financial planning and analysis cycle, including quarterly forecasting, annual budgeting, and long-term financial modelling. Deliver accurate and timely month-end reporting, including management accounts, variance analysis, and commentary on financial performance. Conduct detailed risk and opportunity assessments, providing strategic insight to support resource allocation and investment decisions. Partner with senior stakeholders, including Directors and the Executive Team, to evaluate business cases and support strategic initiatives. Lead the development of commercial pricing models and service scheduling strategies to ensure financial sustainability and operational efficiency. Analyse overhead structures and cost drivers, identifying opportunities for cost optimisation and improved financial control. Ensure financial data is translated into actionable insights that inform decision-making across the organisation. What skills are we looking for? Fully qualified accountant (ACA, ACCA, CIMA or equivalent). Proven experience in a senior FP&A or commercial finance role, ideally within a complex or multi-service organisation. Strong analytical skills with a track record of evaluating business cases and identifying financial risks and opportunities. Demonstrated ability to build effective relationships and influence senior stakeholders. Experience in leading and developing finance teams. Proficient in overhead cost analysis and financial modelling. What's on offer? Competitive salary: 70,000 - 90,000 per annum, dependent on experience. 25 days annual leave, rising to 30 days after five years of service. Option to buy or sell up to five days of annual leave. 8% matched pension scheme. Hybrid working arrangement. Send us your CV below, or contact Jenny Goodson 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.

Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

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.

My client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate You will maintain up to date records of vital communication with providers and clients You will deal with queries on existing business on behalf of advisers or clients You will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office system You will correspond directly with clients to make/adjust appointments and manage adviser's diaries You will prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms You will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports You will complete post client review tasks, including outcome letters, instructing transactions and ensure all regulatory requirements have been met You will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated You will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met You will run quotes on a range of platforms and across various products You will compile reports for existing business and new cases You will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders. Key Skills: Compliance & regulatory adherence Accurate record-keeping & case management Portfolio reporting & investment analysis New business processing & provider liaison Financial product knowledge & quoting systems Client communication & relationship management Professional telephone & written correspondence Great organisation & time management IT proficiency (back-office systems, spreadsheets, platforms) Problem-solving & query resolution Team collaboration & workflow coordination Benefits: 22 days holiday plus bank holiday (office closed at Christmas) - holiday allowance increases with service Death in Service life cover policy PMI Private Pensions Scheme 9:00 -17:30 office hours (with some flex and hybrid working) Professional qualifications supported and paid for A progressive firm who promote from within

Senior Wealth Administrator Boutique financial advice firm - Horsham offices Supporting established advisers £30k - £40k plus bonuses and benefits The Business My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with. The Role The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business. If this role sounds of interest or any other roles I am working on please get in touch.

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 IFA 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 Level 4 Diploma in Regulated Financial Planning (or working towards it) 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 firm If 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.