121 jobs found

Recruit Wealth are representing one of the UK s fastest growing and largest national Financial Planning businesses, who are currently recruiting for several experienced Administrators to join their regional Thames Ditton offices, one of 50 nationally. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered as the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.

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

My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!

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

Training Officer (Events) Join a Great Place to Work certified employer! We are seeking a Training Officer for a maternity cover, to lead and deliver impactful in-person training events that support early years professionals across the UK. Position: Training Officer (Events) Maternity Cover Location: Huddersfield/Hybrid (minimum 2 days per week in the office) Hours: 37 hours per week Salary: £25,000 - £27,000 per annum Contract: Maternity cover to June 2026 Benefits: Include 26 days holiday, rising to 30 after service increments plus 8 bank holiday, Personal Pension Scheme, Healthcare Cash Plan, Employee Assistance Programme, Staff Awards Scheme, Company Sick Pay Scheme, flexible working patterns The Role As a key member of the Quality and Training team, you ll take the lead in managing in-person training events. From initial planning to post-event evaluation, you will ensure every event is delivered to the highest standard and in line with organisational goals. You will play a central role in upholding the quality and impact of member events. Key responsibilities include: Planning, coordinating, and hosting in-person training events across the UK Ensuring Associate Trainers are booked and prepared with relevant materials Liaising with stakeholders including trainers, customers, and venue providers Managing budgets, financial records, and procurement processes Supervising a Training Administrator to deliver excellent customer service Reporting on KPIs and training impact to managers and stakeholders Supporting product development and identifying training needs Organising the charity Talk and ad hoc online events with marketing and PR support Leading customer engagement from registration through to post-event feedback About You You ll be highly organised and confident in managing events from concept to completion. With strong administrative and communication skills, you re comfortable managing multiple priorities and working with internal and external stakeholders. You ll bring energy to your team and take pride in delivering training that makes a difference. Essential skills and experience: Proven experience in training or events management Excellent organisational and time management skills Strong IT skills, including MS Office and database systems Strong verbal and written communication skills Financial administration and budget monitoring experience Ability to work flexibly and travel within the UK as needed Desirable: Experience using video conferencing tools Degree in events management or a related field Events management To apply you will be asked to submit your CV along with a covering letter detailing how your skills, knowledge and experience meet the requirements of the role. About the Organisation The organisation is a national charity and membership association specifically for nurseries. They work in partnership with nurseries, local authorities, national government and a range of partners to develop an environment in which early learning and care can flourish. The organisation is committed to a policy of equal opportunities and is actively opposed to discrimination in society. The organisation is proud to be recognised as a Great Place To Work certified employer. This means employee feedback has determined that they offer a fantastic employee experience with a strong sense of community and workplace pride. This certification is a significant achievement, and the team are incredibly proud that its employees feel so positively about their experiences working at the organisation. You may also have experience as a Events Coordinator, Training Coordinator, Event Manager, Learning and Development Officer, Programme Coordinator, Project Officer, Training Administrator, Development Officer, CPD Coordinator, Conference Officer. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.

Financial Administrator - Manchester - 3 months Supporting the Finance team with reporting services through the implementation and delivery of the financial accounting processes. Location: - Manchester Salary: - 220.00 per day - paid through an umbrella company. Duration: - 3-month fixed-term contract - Start date ASAP Role: The Resolute Group is working in partnership with a governing body operating within the rail sector, with a temporary option to support the financial team over a busy 3-month period. Your role is to work with the Finance controller in supporting the allocation of budgets and resources. Collaborating with other Finance team members from across the organisation to ensure documentation is of a high quality and well organised. Providing management information to enable external and internal reporting. Day-to-day duties will vary but could include: Support the Financial Controller in the management of various payment tools including bank and procurement card platforms. Work with other finance team members to deliver an efficient accounts receivable function. Provide high quality and timely management information to the Financial Controller and other Finance Team members to enable external and internal reporting. Provide monthly balance sheet reporting to the Financial Controller including reconciliations of all balance sheet accounts. Provide weekly cash and bank reconciliations to the Financial Controller. Support the planning for individual audit assignments, including the preparation of meeting notes and obtaining supporting documentation as directed. This role needs someone in the office 3 days a week in Manchester for the 3-month period, with 2 days a week to be used for home-based working. If required by the business, you may need to be in the office more or less, but this will be dictated by the work you will be undertaking. Qualifications / Experience: - Degree or Accountancy qualification supported by experience of being in a financial position previously. Experience of working for the public sector would be a distinct advantage due to the systems you will be working with. Local or commutable to Manchester as you will be needed in the office at least 3 days a week. To Apply: You must be living and authorised to work in the UK to apply for this position. If you are interested in this role, please apply via this link or contact Tabitha J. via LinkedIn or call The Resolute Group on (phone number removed). If this role isn't quite right for you, please follow The Resolute Group on LinkedIn for all of our latest positions. All applications are kept confidential and will not be used without your permission.

Are you an ambitious and motivated Administrator looking for the chance to grow your career while being part of something extraordinary? As the need for our Recovery Services continues to grow, we re expanding our team to reach even more members of the Armed Forces Community. As a Team UK Administrator, you will play a key role in supporting Team UK and the wider Recovery Services, helping ensure our beneficiaries receive the support they need. This is a varied and rewarding role where your organisational skills and attention to detail will keep daily operations running smoothly as well as contribute to the success of high-profile events including the delivery of Team UK at the Invictus Games. 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: - Support the planning and delivery of Team UK logistics for the Invictus Games including travel, accommodation, venue bookings and staffing - Provide comprehensive administrative support across Team UK and Recovery Services including meeting preparation, diary management, data management and record keeping - Manage correspondence and enquiries from internal and external stakeholders in a professional and prompt manner. Support with team onboarding and induction processes - Process all financial transactions including invoices and payments in a timely manner. Provide reception and front of house cover when required The role is based on-site in Lilleshall and there will be the requirement to travel nationally to attend events and the potential for international travel in the future. Find out more about Team UK and how the power of sport has an impact on recovery. Read inspiring stories about how the Invictus Games have helped our beneficiaries 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 Programmes Administrator - Recovery Logistics Coordinator - Sport Development Officer - Team UK Programmes Officer 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: w/c 3rd 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.

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator , to join the team on a permanent basis. Please note, existing experience within Financial Services is required. Working Monday to Friday, 37.5 hours per week from Monday to Friday 9am-5pm. Part time may be considered if above 30 hours per week. Within this role you will work within a close-knit, friendly administration team, providing support to Financial Advisors and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts. Provide administrative and technical support to Advisers and the Partner, accurately managing administration tasks and client records Ensure compliance protocols are followed and assisting with compliance tasks Responsible for business submission using inhouse software Supporting with diary management and coordinating appointments Preparation of meeting documentation and follow up client meeting notes Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital) Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude, and ability to use intiative to handle their workload effectively. There could be opportunities to progress within this firm for the right candidate. A generous package is on offer, including: Salary between 26,000- 32,000 dependant on experience 20 days annual leave plus bank holidays, rising by 1 day per each year of service, upto 25 days 2 extra days leave at Christmas, at discretion of management After 2 years' service, you will receive your birthday off too if it falls on a weekday. Free Parking Eye Test Contribution Sick Pay Scheme Pension A supportive, friendly and motivating team Please apply online with your updated CV as soon as possible if you're interested in this great opportunity. Contact Talent Partners for more information. Financial Services IFA Estate Planning Wealth Administration Client Services

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.

An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions. As a Financial Services 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.

An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions. As a Paraplanner, 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 Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services 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.

We're looking for a proactive Financial Planning Administrator with at least 3 years experience in financial services and strong client-facing skills. You'll support advisers and paraplanners in delivering excellent client service across pensions, investments, life assurance, and mortgages. Key Requirements Minimum CF1 (or equivalent) qualification Strong knowledge of financial products (pensions, investments, protection, mortgages) Experienced using Intelligent Office (IO), Quilter, abrdn, and Elevate Confident working independently and as part of a team Excellent communication and customer service skills Organised, detail-oriented, and able to manage deadlines Proficient in Microsoft Word; basic Excel knowledge Responsibilities Admin support for sales and client review processes Communicate with clients via phone, email, and letters Maintain accurate records on back-office systems Process new business applications and fund switches Keep investment reviews up to date Ensure compliance with internal and FCA standards Support paraplanners by preparing documentation for suitability reports Complete quarterly compliance training Benefits Competitive salary based on experience Non-contributory pension & private medical insurance Full support for exams, study leave, and CPD Ongoing training on systems and financial products Free Parking Office based, Godalming £30,000 - £35,000 For more details please apply or contact Tegan at Dynamite Recruitment

As the Procurement Manager you will be responsible for leading the procurement team and ensuring efficient purchasing, stock availability, and supplier management, particularly within the aerospace chemicals and materials sector. This role focuses on cost optimisation, supplier consolidation, regulatory compliance, and alignment with business strategies. A key focus will be supporting sales performance, customer satisfaction, and operational continuity through effective procurement planning and execution. Role : Procurement Manager Location : Hemel Hempstead Hours : Monday to Friday, 08:30 - 17:00 Salary: On Application Responsibilities Lead and develop a high-performing team of Buyers and Procurement Administrators, ensuring effective execution of the procure-to-pay (P2P) process. Maintain optimal inventory levels for aerospace chemicals and related materials, addressing supply shortages to prevent operational disruption. Develop and execute procurement strategies aligned with business goals, including supplier rationalisation, cost reduction, and risk mitigation. Build and manage strong supplier partnerships to ensure consistent quality, reliability, and service levels. Ensure compliance with industry regulations and safety standards specific to aerospace chemicals and hazardous materials. Collaborate cross-functionally with Sales, Operations, Warehouse, and Finance teams to forecast demand and align procurement plans with business needs. Monitor procurement KPIs, report on performance metrics (cost savings, lead times, supplier performance, etc.), and recommend continuous improvements. Manage escalations, resolve supplier or delivery issues, and drive root cause analysis for recurring problems. Stay current on market trends, supply chain risks, and alternative sourcing opportunities. Oversee procurement budgets, contribute to forecasting and planning processes, and support cost control initiatives. Core Competencies and Skills: In-depth knowledge of aerospace chemical procurement, including material handling, storage, and usage compliance. Demonstrated team leadership with the ability to coach, motivate, and hold team members accountable. Strong commercial acumen and financial awareness with a clear understanding of how procurement impacts business performance. Hands-on experience with ERP systems and procurement software. Strong negotiation skills, vendor management, and strategic sourcing capabilities. Analytical mindset with strong problem-solving skills and a bias toward proactive issue resolution. Exceptional time management and ability to prioritise in a fast-paced, deadline-driven environment. Excellent interpersonal, verbal, and written communication skills. High attention to detail and a commitment to compliance with industry regulations and internal procedures. Requirements Proven experience managing procurement operations within the aerospace, FMCG, or chemical manufacturing sectors. Solid understanding of aerospace chemical regulatory and safety requirements (e.g., REACH, GHS, COSHH). CIPS qualification (Level 4 or above) or active progression toward CIPS certification is desirable. Track record of successfully managing critical stock issues and achieving timely resolutions. Strong supplier relationship management skills, including contract negotiation and performance evaluation. Advanced Excel skills (e.g., pivot tables, data analysis) and experience working within ERP systems. Knowledge of sustainability practices and ethical sourcing would be advantageous. If you are interested in applying for this position and you meet the requirements, please send your updated CV to: Natalie Dalkin at Line Up Aviation Line Up Aviation is a specialist aviation and aerospace recruitment company that has been operating all over the world for more than 30 years. We work with some of the industry's best-known companies and pride ourselves with working to the highest standard of service supported by an ingrained culture of honesty and integrity. " on Twitter for all of our latest vacancies, news and pictures from our busy UK Head Office. Interact with us using the tag at anytime! Thank you for your follow!"

Paraplanner £35,000 £45,000 depending on experience Hybrid South Manchester Are you an experienced Paraplanner looking for a new opportunity to work for a larger, established firm? Are you feeling underappreciated for the work you do & experience you bring to the team? If either of the above are true then this role should be of interest: A Financial Planning firm are looking to hire an individual with a strong background in technical Paraplanning and ideally some exposure complex cases. This individual needs to already have their Diploma Qualification. This opportunity will be predominantly focused on adding hands on technical Paraplanning experience to the team, including demonstrating understanding of the advice process. Expectations: - Carrying out technical Paraplanning work. - Being a point of contact for clients throughout the entire process - Working closely with Financial Advisers and Administrators - Experience of report writing both at annual review and new business level Benefits: - Flexible working hours and hybrid working - Private Medical Insurance for yourself, partner and children - Group Pension, Death in Service and Income Protection - Salary reviews There is a minimum requirement of 2 years experience in Paraplanning, as well as the Diploma Qualification. If you meet this, and are interested in the opportunity then please contact Ben at Integro Partners.

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 Up to £45,000 DOE Hybrid (North West based) We re looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients. What you ll be doing: Conduct fund/provider research, cashflow modelling, and product comparisons Write detailed reports and build suitability recommendations Provide technical support to Advisers and Sales Support Review work from Paraplanning Administrators and ensure compliance standards are met Help improve processes to drive efficiency across the team What we re looking for: Diploma (Level 4) qualified or working towards it Strong knowledge of financial planning processes and core financial products Excellent attention to detail and ability to challenge recommendations Confident working independently and as part of a team Strong organisational and interpersonal skills This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports , while developing their career within a supportive team.

Paraplanner £35,000 £40,000 depending on experience Hybrid Central London Are you a Paraplanner looking for a new opportunity to work for a larger, established firm? Are you feeling underappreciated for the work you do? Do you believe your current working environment is no longer aligned with your career? If any of the above are true then this role should be of interest: A Financial Planning firm who have multiple offices across the UK and Europe are looking to hire an experienced Paraplanner to join their already established team. This opportunity will be predominantly focused on supporting Advisers with their clients by preparing various types of planning reports, taking into account their circumstances and specific needs You will work closely with the Advisers to provide a high level of service with clients based in the UK and Europe. As well as supporting the Financial Advisers you will also work closely with their internal Tax Advisers and Pension Advisers, to ensure the service being provided to clients is always meeting their needs and resulting in the most effective outcomes. Day to day expectations: - Carrying out technical Paraplanning work. - Being a point of contact for clients throughout the entire process - Working closely with Financial Advisers and Administrators - Report writing - both at annual review and new business leve Requirements to be considered: - Preference is to be Diploma qualified (DipFA or DipFS), or at least to be part way through completing this. - Strong knowledge and hands on experience of preparing Financial Planning reports, including report writing skills - Minimum 2 years experience working within a financial planning firm If you feel you have the necessary experience and are happy with a majority office based role, get in touch.