Hexagon Group are delighted to be partnering with a highly respected real estate investment company in their search for a Facilities Administrator to join their established Property Management team. This is an excellent opportunity for an organised and detail-oriented facilities professional to join a business renowned for the quality of its property portfolio and its commitment to operational excellence. In return, you will receive a salary of up to 50,000, an excellent benefits package and the opportunity to develop your career within a highly regarded property business. This role will be heavily focused on the management and administration of the CAFM (Vantify) system, making it ideal for someone who has previous experience using CAFM platforms within a commercial property or facilities management environment. Acting as a central point of coordination, you will ensure planned and reactive maintenance activities are accurately recorded, asset data is maintained to the highest standard, and statutory compliance records remain up to date. You will also produce operational reports, monitor outstanding maintenance and compliance actions, and work closely with Building Managers, contractors and internal stakeholders to ensure service delivery remains efficient across the portfolio. Alongside managing the CAFM system, you will support the wider Facilities Management team with contractor administration, document control, compliance tracking, invoice processing and reporting. You will play an important role in maintaining accurate records, supporting audits and ensuring that maintenance and compliance activities are completed within agreed timescales. Your ability to build strong working relationships with both internal teams and external service partners will be key to your success in the position. The successful candidate will have previous experience in a facilities administration, helpdesk management, or property management administration role, with strong working knowledge of CAFM systems (ideally, Vantify) and an excellent understanding of planned preventative maintenance, reactive maintenance and statutory compliance processes. You will possess exceptional organisational skills, a high level of attention to detail and be confident using Microsoft Excel and other Microsoft Office applications to produce reports and analyse data.
Jul 27, 2026
Full time
Hexagon Group are delighted to be partnering with a highly respected real estate investment company in their search for a Facilities Administrator to join their established Property Management team. This is an excellent opportunity for an organised and detail-oriented facilities professional to join a business renowned for the quality of its property portfolio and its commitment to operational excellence. In return, you will receive a salary of up to 50,000, an excellent benefits package and the opportunity to develop your career within a highly regarded property business. This role will be heavily focused on the management and administration of the CAFM (Vantify) system, making it ideal for someone who has previous experience using CAFM platforms within a commercial property or facilities management environment. Acting as a central point of coordination, you will ensure planned and reactive maintenance activities are accurately recorded, asset data is maintained to the highest standard, and statutory compliance records remain up to date. You will also produce operational reports, monitor outstanding maintenance and compliance actions, and work closely with Building Managers, contractors and internal stakeholders to ensure service delivery remains efficient across the portfolio. Alongside managing the CAFM system, you will support the wider Facilities Management team with contractor administration, document control, compliance tracking, invoice processing and reporting. You will play an important role in maintaining accurate records, supporting audits and ensuring that maintenance and compliance activities are completed within agreed timescales. Your ability to build strong working relationships with both internal teams and external service partners will be key to your success in the position. The successful candidate will have previous experience in a facilities administration, helpdesk management, or property management administration role, with strong working knowledge of CAFM systems (ideally, Vantify) and an excellent understanding of planned preventative maintenance, reactive maintenance and statutory compliance processes. You will possess exceptional organisational skills, a high level of attention to detail and be confident using Microsoft Excel and other Microsoft Office applications to produce reports and analyse data.
Westray Recruitment Consultants Ltd
Sherburn Hill, County Durham
Excellent Sales Administrator Opportunity. This role is to be based in Durham. This role is packed with learning and development. You will work closely with the Supply Chain, Sales & Customer Service team on a day to day basis. This role provides key administrative and customer service support to the sales team, ensuring orders are processed accurately, deliveries are well-coordinated, and customers receive the highest standard of service. WHAT IS IN IT FOR YOU? Full time, permanent opportunity Annual Base Salary of £27,880 per annum. Excellent bonus & commission incentives. Yearly Bonus on top of base salary (Company performance dependent) Additional 10%. Excellent pension of 11.5%, well above market average. Monday to Friday working hours, early finish on Friday 13:30 hours available if contracted hours are worked throughout week! Flexible working hours, option to start early, finish early or start later and finish later. Full upskilling and committed mentoring from wider team. 25 days leave + Bank holidays, 33 total Prospect of an amazing career within a terrific business Life assurance cover Access to EAP Based in Durham THE BUSINESS Our fantastic manufacturing client is experiencing tremendous growth at present. With recently announced investment, the business continues to go strength to strength. They seek to appoint a talented Sales Administrator to join their excellent team. My client s culture is first class. THE ROLE Act as a first point of contact for customer enquiries via phone and email. Provide clear and professional communication regarding product availability, delivery schedules, and order status. Handle customer issues promptly, coordinating with internal teams to ensure quick resolution. Build strong relationships with regular customers Manage inbound sales enquiries via phone, email, and CRM, providing product availability, pricing, and lead-time information. Allocate orders to the optimum mill, considering product mix, stock levels, lead times and geography. Accurately process customer orders, ensuring correct product codes, quantities, and pricing, aligned to customer offer Liaise with customer where minimum order quantities are not met, or loads require filling. Maintain accurate records in Price lists, ERP and CRM systems, ensuring visibility across the wider sales and operations teams. Prepare, issue, and follow up on customer quotations and tenders. Assist in generating sales reports, forecasts, and performance summaries as required. Provide proactive support to the external sales team across all product lines, ensuring smooth communication and efficient account management. Prepare, check and send sales invoice batches, ensuing price accuracy Liaise daily with dispatch and logistics colleagues to coordinate delivery schedules. Monitor delivery performance, ensuring orders are fulfilled on time and in full. Assist in resolving any delivery or transport-related queries quickly and professionally THE PERSON Previous experience in sales administration, customer service, or office support, ideally within the manufacturing industry. Driving licence to access site in Durham. Strong attention to detail and accuracy in data entry and documentation. Confident communicator with excellent written and verbal communication skills. Proficient in Microsoft Office (Excel, Word, Outlook); experience with ERP or CRM systems preferred. Good organisational skills with the ability to manage multiple tasks and deadlines. A team player with a proactive and customer-focused approach. TO APPLY Please apply for this position and your CV will go direct to Kyle Jevons who is leading the search. Alternatively, if you have any questions, please get in touch with Kyle at Westray Recruitment Group (phone number removed)
Jul 27, 2026
Full time
Excellent Sales Administrator Opportunity. This role is to be based in Durham. This role is packed with learning and development. You will work closely with the Supply Chain, Sales & Customer Service team on a day to day basis. This role provides key administrative and customer service support to the sales team, ensuring orders are processed accurately, deliveries are well-coordinated, and customers receive the highest standard of service. WHAT IS IN IT FOR YOU? Full time, permanent opportunity Annual Base Salary of £27,880 per annum. Excellent bonus & commission incentives. Yearly Bonus on top of base salary (Company performance dependent) Additional 10%. Excellent pension of 11.5%, well above market average. Monday to Friday working hours, early finish on Friday 13:30 hours available if contracted hours are worked throughout week! Flexible working hours, option to start early, finish early or start later and finish later. Full upskilling and committed mentoring from wider team. 25 days leave + Bank holidays, 33 total Prospect of an amazing career within a terrific business Life assurance cover Access to EAP Based in Durham THE BUSINESS Our fantastic manufacturing client is experiencing tremendous growth at present. With recently announced investment, the business continues to go strength to strength. They seek to appoint a talented Sales Administrator to join their excellent team. My client s culture is first class. THE ROLE Act as a first point of contact for customer enquiries via phone and email. Provide clear and professional communication regarding product availability, delivery schedules, and order status. Handle customer issues promptly, coordinating with internal teams to ensure quick resolution. Build strong relationships with regular customers Manage inbound sales enquiries via phone, email, and CRM, providing product availability, pricing, and lead-time information. Allocate orders to the optimum mill, considering product mix, stock levels, lead times and geography. Accurately process customer orders, ensuring correct product codes, quantities, and pricing, aligned to customer offer Liaise with customer where minimum order quantities are not met, or loads require filling. Maintain accurate records in Price lists, ERP and CRM systems, ensuring visibility across the wider sales and operations teams. Prepare, issue, and follow up on customer quotations and tenders. Assist in generating sales reports, forecasts, and performance summaries as required. Provide proactive support to the external sales team across all product lines, ensuring smooth communication and efficient account management. Prepare, check and send sales invoice batches, ensuing price accuracy Liaise daily with dispatch and logistics colleagues to coordinate delivery schedules. Monitor delivery performance, ensuring orders are fulfilled on time and in full. Assist in resolving any delivery or transport-related queries quickly and professionally THE PERSON Previous experience in sales administration, customer service, or office support, ideally within the manufacturing industry. Driving licence to access site in Durham. Strong attention to detail and accuracy in data entry and documentation. Confident communicator with excellent written and verbal communication skills. Proficient in Microsoft Office (Excel, Word, Outlook); experience with ERP or CRM systems preferred. Good organisational skills with the ability to manage multiple tasks and deadlines. A team player with a proactive and customer-focused approach. TO APPLY Please apply for this position and your CV will go direct to Kyle Jevons who is leading the search. Alternatively, if you have any questions, please get in touch with Kyle at Westray Recruitment Group (phone number removed)
PLEASE NOTE, THIS ROLE IS ALSO AVAILABLE IN EITHER GLASGOW OR LONDON. This role is an exciting opportunity to join a progressive, forward looking Wealth Management business, who are looking to recruit an experienced Paraplanner. Level 4 Diploma is preferred but not essential, so long as you are studying towards it. You will be supporting a team of 3 High Net Worth Advisers, providing research and report writing support, along with support from an Administrator. If you have a bright personality, are driven and passionate about Paraplanning then this role will ideally suit you. Key Benefits Bonus Scheme Pension and Death in Service A flexible selection of employee benefits, so you can choose a package that best matches you A collaborative and encouraging work environment Hybrid Working, 2 days in office, 3 days at home A commitment to both personal and professional development, Regular social activities, in addition to three days paid volunteering leave each year and a day's leave to celebrate your birthday. A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm. Key Responsibilities Produce high-quality, accurate suitability reports Carry out detailed research into funds, products and solutions Supporting Planners by preparing illustrations, quotations, valuations and client documentation Analysing complex financial scenarios and contributing expert input Maintain accurate and up-to-date client records Keep abreast of legislative and regulatory changes and reflecting these in advice and reporting Work collaboratively with Planners and administrators to deliver a consistently high standard of service Respond to queries from clients and colleagues in a timely, professional and solutions-focused way. Key Requirements Proven experience as a Paraplanner within an IFA or financial planning environment Diploma-level qualification (or be actively working towards it) Strong technical knowledge across areas such as retirement planning, tax, investments and estate planning Excellent report-writing skills, with experience producing a wide range of suitability reports Confidence using research and back-office systems, A high level of attention to detail and a structured, organised approach to your work Strong communication skills and the confidence to explain complex ideas clearly Your application will also be considered even if you do not possess all of the above, but could demonstrate competence with the majority, provided you can quickly possess the skills required with full support.
Jul 27, 2026
Full time
PLEASE NOTE, THIS ROLE IS ALSO AVAILABLE IN EITHER GLASGOW OR LONDON. This role is an exciting opportunity to join a progressive, forward looking Wealth Management business, who are looking to recruit an experienced Paraplanner. Level 4 Diploma is preferred but not essential, so long as you are studying towards it. You will be supporting a team of 3 High Net Worth Advisers, providing research and report writing support, along with support from an Administrator. If you have a bright personality, are driven and passionate about Paraplanning then this role will ideally suit you. Key Benefits Bonus Scheme Pension and Death in Service A flexible selection of employee benefits, so you can choose a package that best matches you A collaborative and encouraging work environment Hybrid Working, 2 days in office, 3 days at home A commitment to both personal and professional development, Regular social activities, in addition to three days paid volunteering leave each year and a day's leave to celebrate your birthday. A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm. Key Responsibilities Produce high-quality, accurate suitability reports Carry out detailed research into funds, products and solutions Supporting Planners by preparing illustrations, quotations, valuations and client documentation Analysing complex financial scenarios and contributing expert input Maintain accurate and up-to-date client records Keep abreast of legislative and regulatory changes and reflecting these in advice and reporting Work collaboratively with Planners and administrators to deliver a consistently high standard of service Respond to queries from clients and colleagues in a timely, professional and solutions-focused way. Key Requirements Proven experience as a Paraplanner within an IFA or financial planning environment Diploma-level qualification (or be actively working towards it) Strong technical knowledge across areas such as retirement planning, tax, investments and estate planning Excellent report-writing skills, with experience producing a wide range of suitability reports Confidence using research and back-office systems, A high level of attention to detail and a structured, organised approach to your work Strong communication skills and the confidence to explain complex ideas clearly Your application will also be considered even if you do not possess all of the above, but could demonstrate competence with the majority, provided you can quickly possess the skills required with full support.
Vehicle Rental Hire Administrator Bristol BS11 8DG Full Time £29,000 per annum As one of the leading vehicle rental specialists in the UK, there has never been a more exciting time to join our team of customer-focused professionals. With an expanding national network of locations and a fleet size of over 10,000 vehicles, our success is carried squarely on the shoulders of the people we employ. A subsidiary of the family-run CEM Day Motor Group, Day s Rental was established in 1956 and is proud to uphold the principles and high standards embedded throughout the Group. Award-winning service, delivered by great people and made possible by the investment and trust we place in all our workforce, makes Day s Rental a great place to build a career in the motor industry. What can you expect in return? Pension scheme Bonus scheme Discounted uniform scheme Discounted staff rental scheme Free staff parking Are you the right person for the job? It is desirable that the successful candidate has previous experience in the vehicle rental sector though applications from those with skills in a customer service or administrative role will be considered Applicants will have excellent communication skills, both face to face, written, and via the telephone The candidate must have the ability to work on their own initiative as well as part of a team Be computer literate Have held a full driving licence for a minimum period of 12 months Be eligible to work in the UK What will your role as a Vehicle Rental Hire Administrator look like? Report to the Branch Rental Manager and working as part of a valued team Dealing with customer enquiries, allocation of vehicles, co-ordinating vehicle collection, and deliveries Ensure the local team achieves the profit and targets set combined with running the branch operation in a safe, efficient, and cost-effective manner What s next? It s easy! Click APPLY now! We can t wait to hear from you! Your data will be handled in line with GDPR.
Jul 27, 2026
Full time
Vehicle Rental Hire Administrator Bristol BS11 8DG Full Time £29,000 per annum As one of the leading vehicle rental specialists in the UK, there has never been a more exciting time to join our team of customer-focused professionals. With an expanding national network of locations and a fleet size of over 10,000 vehicles, our success is carried squarely on the shoulders of the people we employ. A subsidiary of the family-run CEM Day Motor Group, Day s Rental was established in 1956 and is proud to uphold the principles and high standards embedded throughout the Group. Award-winning service, delivered by great people and made possible by the investment and trust we place in all our workforce, makes Day s Rental a great place to build a career in the motor industry. What can you expect in return? Pension scheme Bonus scheme Discounted uniform scheme Discounted staff rental scheme Free staff parking Are you the right person for the job? It is desirable that the successful candidate has previous experience in the vehicle rental sector though applications from those with skills in a customer service or administrative role will be considered Applicants will have excellent communication skills, both face to face, written, and via the telephone The candidate must have the ability to work on their own initiative as well as part of a team Be computer literate Have held a full driving licence for a minimum period of 12 months Be eligible to work in the UK What will your role as a Vehicle Rental Hire Administrator look like? Report to the Branch Rental Manager and working as part of a valued team Dealing with customer enquiries, allocation of vehicles, co-ordinating vehicle collection, and deliveries Ensure the local team achieves the profit and targets set combined with running the branch operation in a safe, efficient, and cost-effective manner What s next? It s easy! Click APPLY now! We can t wait to hear from you! Your data will be handled in line with GDPR.
This client provides the full range of actuarial and consultancy services. They require a pension's administrator to work within the pension's administration team servicing both member and client queries in relation to both Defined Benefit (DB) and Defined Contribution (DC) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries. Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jul 27, 2026
Full time
This client provides the full range of actuarial and consultancy services. They require a pension's administrator to work within the pension's administration team servicing both member and client queries in relation to both Defined Benefit (DB) and Defined Contribution (DC) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries. Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
If delivering the right solutions for your clients is your top priority - based on a thorough understanding of your client's business, creative thinking and state-of-the-art systems then this could be the right opportunity for you. This global consultancy, operating from more than 700 global locations are currently looking to recruit an experienced DC Pensions / Employee Benefits Consultant to join their rapidly expanding team. Responsibilities will include servicing a portfolio of clients including undertaking renewals, collating and manipulating data, identifying of medical underwriting requirements, and processing medical underwriting and / or claims. The successful DC Pensions / Employee Benefits Consultant will be assisting in DC Pensions, the rebroking of Group Risk and Health Insurance policies including drafting of reports, attending meetings with clients, liaising with insurers and assisting with gathering market and product information. You will be undertaking project work and develop relationships with internal and external clients. APMI or good progress towards completion is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Rewards for the right candidate are a competitive basic salary and excellent benefits. This is your chance to be part of a company that has a strong brand name with excellent career opportunities. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jul 27, 2026
Full time
If delivering the right solutions for your clients is your top priority - based on a thorough understanding of your client's business, creative thinking and state-of-the-art systems then this could be the right opportunity for you. This global consultancy, operating from more than 700 global locations are currently looking to recruit an experienced DC Pensions / Employee Benefits Consultant to join their rapidly expanding team. Responsibilities will include servicing a portfolio of clients including undertaking renewals, collating and manipulating data, identifying of medical underwriting requirements, and processing medical underwriting and / or claims. The successful DC Pensions / Employee Benefits Consultant will be assisting in DC Pensions, the rebroking of Group Risk and Health Insurance policies including drafting of reports, attending meetings with clients, liaising with insurers and assisting with gathering market and product information. You will be undertaking project work and develop relationships with internal and external clients. APMI or good progress towards completion is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Rewards for the right candidate are a competitive basic salary and excellent benefits. This is your chance to be part of a company that has a strong brand name with excellent career opportunities. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Hybrid Working Career Progression A well-established and growing Independent Financial Advice firm in North West London is looking to recruit an experienced IFA Administrator to join their friendly and supportive team. This is an excellent opportunity for an organised and proactive individual looking to build a long-term career within financial planning, working alongside experienced advisers and paraplanners in a collaborative environment. The Role You will provide essential administrative support to the advisory team, ensuring clients receive an efficient and professional service throughout the financial planning process. Key Responsibilities Processing new business applications across pensions, investments and protection Managing client documentation and maintaining accurate records Liaising with clients, providers and third parties Preparing review packs and supporting annual review meetings Monitoring business pipelines and following up outstanding requirements Assisting advisers and paraplanners with day-to-day administration Ensuring all work is completed in line with FCA and compliance requirements Why This Role Stands Out Join a growing, highly respected IFA practice Supportive and friendly team environment Hybrid working with excellent work-life balance Ongoing training and professional development Genuine opportunities to progress into paraplanning or other technical roles Working Pattern Harrow-based office Hybrid working available (typically 2-3 days from home) Flexible and supportive culture Package Up to £35,000 basic salary (depending on experience) Pension Study support available Hybrid working Excellent long-term career prospects Requirements Previous experience as an IFA Administrator or Financial Planning Administrator Experience processing pensions, investments and protection business Knowledge of FCA-regulated financial planning processes Strong organisational and communication skills High level of accuracy and attention to detail The Ideal Candidate You'll be an organised, client-focused administrator who enjoys working as part of a team and is looking to develop their career within a successful and growing Independent Financial Advice practice.
Jul 27, 2026
Full time
Hybrid Working Career Progression A well-established and growing Independent Financial Advice firm in North West London is looking to recruit an experienced IFA Administrator to join their friendly and supportive team. This is an excellent opportunity for an organised and proactive individual looking to build a long-term career within financial planning, working alongside experienced advisers and paraplanners in a collaborative environment. The Role You will provide essential administrative support to the advisory team, ensuring clients receive an efficient and professional service throughout the financial planning process. Key Responsibilities Processing new business applications across pensions, investments and protection Managing client documentation and maintaining accurate records Liaising with clients, providers and third parties Preparing review packs and supporting annual review meetings Monitoring business pipelines and following up outstanding requirements Assisting advisers and paraplanners with day-to-day administration Ensuring all work is completed in line with FCA and compliance requirements Why This Role Stands Out Join a growing, highly respected IFA practice Supportive and friendly team environment Hybrid working with excellent work-life balance Ongoing training and professional development Genuine opportunities to progress into paraplanning or other technical roles Working Pattern Harrow-based office Hybrid working available (typically 2-3 days from home) Flexible and supportive culture Package Up to £35,000 basic salary (depending on experience) Pension Study support available Hybrid working Excellent long-term career prospects Requirements Previous experience as an IFA Administrator or Financial Planning Administrator Experience processing pensions, investments and protection business Knowledge of FCA-regulated financial planning processes Strong organisational and communication skills High level of accuracy and attention to detail The Ideal Candidate You'll be an organised, client-focused administrator who enjoys working as part of a team and is looking to develop their career within a successful and growing Independent Financial Advice practice.
FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Wealth Management Administrator. The company is based in central Leeds and provides bespoke wealth-management and financial-planning services to private clients. It has operated since 2004 and focuses on building long-term client relationships through independent, tailored advice. Permanent position. This role will initially be office-based during the training period, with hybrid working available once the successful candidate is fully trained. Salary Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits Key Responsibilities Provide administrative support to the Client Service Directors and wider wealth-management team. Prepare and pre-complete client application forms. Produce cost and charges disclosure documents. Obtain provider illustrations and supporting product information. Prepare factsheets, Key Investor Information Documents and other pre-advice paperwork. Submit new business applications and investment trades through investment platforms and life companies. Ensure all applications and trades are completed accurately and within the required deadlines. Maintain accurate transaction records to support valuation reconciliation. Support the onboarding of new clients and ensure client files are complete and compliant. Add and update client information within the iO back-office system. Complete the relevant iO workflows and maintain accurate diary entries. Check that anti-money laundering and compliance requirements have been satisfied. Submit letters of authority to providers and obtain policy information. Ensure client files contain all required agreements, reports and supporting documentation. Confirm files are fully compliant before new business is submitted. Maintain accurate electronic and paper-based client records. Provide general office support, including filing, scanning, photocopying, post and franking. Skills & Experience Minimum of three years' experience in a similar administrative role within financial services. Strong organisational skills with the ability to manage multiple tasks and deadlines. Excellent attention to detail and commitment to accuracy. Strong written and verbal communication skills. Competent using Microsoft Word and Excel to an intermediate level. Professional, dependable and comfortable working within a client-focused environment. What's on Offer Fully negotiable salary based on experience and capabilities. Hybrid working following the initial office-based training period. Employer pension contribution. Death-in-service benefit of four times annual salary. 24 days' annual leave plus bank holidays. Discretionary bonus. Vitality private medical insurance. Professional examination support and training. Opportunity to join an established independent wealth-management business. Supportive and highly experienced team environment. Central Leeds office location. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
Jul 27, 2026
Full time
FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Wealth Management Administrator. The company is based in central Leeds and provides bespoke wealth-management and financial-planning services to private clients. It has operated since 2004 and focuses on building long-term client relationships through independent, tailored advice. Permanent position. This role will initially be office-based during the training period, with hybrid working available once the successful candidate is fully trained. Salary Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits Key Responsibilities Provide administrative support to the Client Service Directors and wider wealth-management team. Prepare and pre-complete client application forms. Produce cost and charges disclosure documents. Obtain provider illustrations and supporting product information. Prepare factsheets, Key Investor Information Documents and other pre-advice paperwork. Submit new business applications and investment trades through investment platforms and life companies. Ensure all applications and trades are completed accurately and within the required deadlines. Maintain accurate transaction records to support valuation reconciliation. Support the onboarding of new clients and ensure client files are complete and compliant. Add and update client information within the iO back-office system. Complete the relevant iO workflows and maintain accurate diary entries. Check that anti-money laundering and compliance requirements have been satisfied. Submit letters of authority to providers and obtain policy information. Ensure client files contain all required agreements, reports and supporting documentation. Confirm files are fully compliant before new business is submitted. Maintain accurate electronic and paper-based client records. Provide general office support, including filing, scanning, photocopying, post and franking. Skills & Experience Minimum of three years' experience in a similar administrative role within financial services. Strong organisational skills with the ability to manage multiple tasks and deadlines. Excellent attention to detail and commitment to accuracy. Strong written and verbal communication skills. Competent using Microsoft Word and Excel to an intermediate level. Professional, dependable and comfortable working within a client-focused environment. What's on Offer Fully negotiable salary based on experience and capabilities. Hybrid working following the initial office-based training period. Employer pension contribution. Death-in-service benefit of four times annual salary. 24 days' annual leave plus bank holidays. Discretionary bonus. Vitality private medical insurance. Professional examination support and training. Opportunity to join an established independent wealth-management business. Supportive and highly experienced team environment. Central Leeds office location. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
BRAND NEW ROLE: Paraplanner Vacancy Boutique Wealth Management Firm £35k - £45k basic salary + discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.
Jul 27, 2026
Full time
BRAND NEW ROLE: Paraplanner Vacancy Boutique Wealth Management Firm £35k - £45k basic salary + discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.
Are you an ambitious Financial Services Administrator or Junior Paraplanner looking to take the next step in your career with a firm that will invest in your technical development and long-term progression? We are exclusively partnered with one of the City of London's leading independent financial planning firms , currently hiring a Trainee/ Junior Paraplanner. Key Requirements Previous IFA Admin/ paraplanning experience (essential) Studying towards CII Level 4 (desirable) Role Overview Act as the Director's first point of contact for clients Maintain accurate and up-to-date client records Support clients throughout the onboarding process Arrange client meetings and annual reviews Follow up on actions from client meetings Process client transactions in line with company and FCA requirements Prepare compliant suitability reports Conduct investment and fund research to support recommendations In depth understanding of the financial planning process The Package (not limited to) Starting basic salary of up to c£45,000 Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme Social Events To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn .
Jul 27, 2026
Full time
Are you an ambitious Financial Services Administrator or Junior Paraplanner looking to take the next step in your career with a firm that will invest in your technical development and long-term progression? We are exclusively partnered with one of the City of London's leading independent financial planning firms , currently hiring a Trainee/ Junior Paraplanner. Key Requirements Previous IFA Admin/ paraplanning experience (essential) Studying towards CII Level 4 (desirable) Role Overview Act as the Director's first point of contact for clients Maintain accurate and up-to-date client records Support clients throughout the onboarding process Arrange client meetings and annual reviews Follow up on actions from client meetings Process client transactions in line with company and FCA requirements Prepare compliant suitability reports Conduct investment and fund research to support recommendations In depth understanding of the financial planning process The Package (not limited to) Starting basic salary of up to c£45,000 Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme Social Events To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn .
Legal Secretary / Legal Assistant - Property Worthing Hybrid Working Competitive Salary + Excellent Benefits Join one of the South Coast's most respected law firms. Are you an experienced Legal Secretary or Legal Assistant looking to join a firm where you'll be genuinely valued, supported and given the opportunity to develop your career? We're recruiting on behalf of a highly regarded, award-winning regional law firm with an outstanding reputation for both client service and employee wellbeing. With continued growth and investment across the business, this is an exciting opportunity to become part of a modern, forward-thinking practice that combines ambitious growth with a collaborative, people-first culture. Based in their thriving Worthing office, you'll be joining a successful and friendly Property team, supporting experienced fee earners across Residential Conveyancing and Commercial Property matters. If you're someone who enjoys being at the heart of a busy legal team and takes pride in delivering exceptional client service, we'd love to hear from you. The Role No two days are the same. You'll play a key role in keeping transactions progressing smoothly by providing first-class administrative and secretarial support. Your responsibilities will include: Providing day-to-day support to Property Fee Earners Preparing legal documents, correspondence and contracts Managing diaries, appointments and meetings Liaising with clients, estate agents, lenders and third parties Opening and maintaining client files using a modern paperless case management system Assisting with Land Registry and SDLT documentation Ensuring files remain compliant with regulatory and internal procedures Delivering an exceptional client experience from instruction through to completion About You We're looking for someone who enjoys working in a fast-paced environment and thrives on being organised, proactive and personable. You'll ideally have: Previous experience as a Legal Secretary or Legal Assistant within Residential Property or Conveyancing Experience working within a solicitor's practice Excellent organisational and administrative skills Strong IT skills and confidence working in a paperless environment Outstanding attention to detail A proactive approach with the ability to manage competing priorities Excellent communication and client care skills A positive, team-focused attitude Why You'll Love Working Here This firm has built an enviable reputation not only for the quality of its legal services, but also for creating a workplace where people genuinely enjoy coming to work. You'll benefit from: Hybrid working Competitive salary Performance-related bonus scheme Healthcare benefits Reimbursement of office parking costs A supportive, collaborative team culture Modern offices and technology Excellent career progression opportunities Ongoing training and professional development A firm that genuinely invests in its people Ready for Your Next Move? Whether you're an experienced Legal Secretary, Legal Assistant, Conveyancing Assistant, or Property Legal Administrator, this is an excellent opportunity to join a respected regional law firm where your contribution will be recognised and your career can continue to grow. Apply today or contact us for a confidential conversation to find out more. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jul 27, 2026
Full time
Legal Secretary / Legal Assistant - Property Worthing Hybrid Working Competitive Salary + Excellent Benefits Join one of the South Coast's most respected law firms. Are you an experienced Legal Secretary or Legal Assistant looking to join a firm where you'll be genuinely valued, supported and given the opportunity to develop your career? We're recruiting on behalf of a highly regarded, award-winning regional law firm with an outstanding reputation for both client service and employee wellbeing. With continued growth and investment across the business, this is an exciting opportunity to become part of a modern, forward-thinking practice that combines ambitious growth with a collaborative, people-first culture. Based in their thriving Worthing office, you'll be joining a successful and friendly Property team, supporting experienced fee earners across Residential Conveyancing and Commercial Property matters. If you're someone who enjoys being at the heart of a busy legal team and takes pride in delivering exceptional client service, we'd love to hear from you. The Role No two days are the same. You'll play a key role in keeping transactions progressing smoothly by providing first-class administrative and secretarial support. Your responsibilities will include: Providing day-to-day support to Property Fee Earners Preparing legal documents, correspondence and contracts Managing diaries, appointments and meetings Liaising with clients, estate agents, lenders and third parties Opening and maintaining client files using a modern paperless case management system Assisting with Land Registry and SDLT documentation Ensuring files remain compliant with regulatory and internal procedures Delivering an exceptional client experience from instruction through to completion About You We're looking for someone who enjoys working in a fast-paced environment and thrives on being organised, proactive and personable. You'll ideally have: Previous experience as a Legal Secretary or Legal Assistant within Residential Property or Conveyancing Experience working within a solicitor's practice Excellent organisational and administrative skills Strong IT skills and confidence working in a paperless environment Outstanding attention to detail A proactive approach with the ability to manage competing priorities Excellent communication and client care skills A positive, team-focused attitude Why You'll Love Working Here This firm has built an enviable reputation not only for the quality of its legal services, but also for creating a workplace where people genuinely enjoy coming to work. You'll benefit from: Hybrid working Competitive salary Performance-related bonus scheme Healthcare benefits Reimbursement of office parking costs A supportive, collaborative team culture Modern offices and technology Excellent career progression opportunities Ongoing training and professional development A firm that genuinely invests in its people Ready for Your Next Move? Whether you're an experienced Legal Secretary, Legal Assistant, Conveyancing Assistant, or Property Legal Administrator, this is an excellent opportunity to join a respected regional law firm where your contribution will be recognised and your career can continue to grow. Apply today or contact us for a confidential conversation to find out more. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Ernest Gordon Recruitment Limited
Stockport, Cheshire
Client Advisor/IFA Administrator (Wealth Management) Stockport, Chesire 30,000 - 40,000 + Training + Bonus + Benefits Are you a Client Advisor/IFA Administrator or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years? Do you want to become a key member in a team of highly skilled sector specialists, respected for their premium quality service and best-in-class workmanship in every task they undertake? On offer for the successful Client Advisor/IFA Administrator or similar is the exciting opportunity to join a leading wealth-management business, offering impressive training and development opportunities, with the ability to assist you in gaining financial qualifications, as well as scalable career progression pathways as your role develops. Presenting itself is the chance to take the next step in your career with the opportunity to join an impressive company, at the very forefront of financial services, taking a scientific approach to investment, with an innovative and interesting strategy toward wealth management. In this role, the successful Client Advisor/IFA Administrator, will be responsible for the preparation of correspondence, documents and meetings alike. In addition, you will also be responsible certain financial tasks such as preparing invoices and reviewing client and office account entries. On top of this, you will be responsible for client and customer liaison, relaying correspondence and providing advice where applicable. Finally, you will also be responsible for both diary and email management as well as dealing with telephone enquiries. The ideal Client Advisor/IFA Administrator or similar will come from a background within the financial/legal/property services sector or a related field. In addition, you will also have strong organisational, communicational and analytical skills. On top of this, you will also have previous experience within a Client Advisor/Administrator/IFA Admin role or similar position, with prior working experience to IFA standard or a related technical discipline. Finally, you will be computer literate with a knowledge of Microsoft Office software, happy to work both as part of a team as well as autonomously. The Role: Preparation of correspondence, documents and meetings alike Preparing invoices and reviewing client and office account entries Client and customer liaison, relaying correspondence and providing advice where applicable The Person: Background within the financial/legal/property services sector or a related field Previous experience within a Client Advisor/Administrator/IFA Admin role or similar position Strong organisational, communicational and analytical skills Reference: BBBH26014 If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Jul 27, 2026
Full time
Client Advisor/IFA Administrator (Wealth Management) Stockport, Chesire 30,000 - 40,000 + Training + Bonus + Benefits Are you a Client Advisor/IFA Administrator or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years? Do you want to become a key member in a team of highly skilled sector specialists, respected for their premium quality service and best-in-class workmanship in every task they undertake? On offer for the successful Client Advisor/IFA Administrator or similar is the exciting opportunity to join a leading wealth-management business, offering impressive training and development opportunities, with the ability to assist you in gaining financial qualifications, as well as scalable career progression pathways as your role develops. Presenting itself is the chance to take the next step in your career with the opportunity to join an impressive company, at the very forefront of financial services, taking a scientific approach to investment, with an innovative and interesting strategy toward wealth management. In this role, the successful Client Advisor/IFA Administrator, will be responsible for the preparation of correspondence, documents and meetings alike. In addition, you will also be responsible certain financial tasks such as preparing invoices and reviewing client and office account entries. On top of this, you will be responsible for client and customer liaison, relaying correspondence and providing advice where applicable. Finally, you will also be responsible for both diary and email management as well as dealing with telephone enquiries. The ideal Client Advisor/IFA Administrator or similar will come from a background within the financial/legal/property services sector or a related field. In addition, you will also have strong organisational, communicational and analytical skills. On top of this, you will also have previous experience within a Client Advisor/Administrator/IFA Admin role or similar position, with prior working experience to IFA standard or a related technical discipline. Finally, you will be computer literate with a knowledge of Microsoft Office software, happy to work both as part of a team as well as autonomously. The Role: Preparation of correspondence, documents and meetings alike Preparing invoices and reviewing client and office account entries Client and customer liaison, relaying correspondence and providing advice where applicable The Person: Background within the financial/legal/property services sector or a related field Previous experience within a Client Advisor/Administrator/IFA Admin role or similar position Strong organisational, communicational and analytical skills Reference: BBBH26014 If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Morgan McKinley is looking for an experience Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. The Pensions & Investment Administrator will be supporting the Financial Advisers on a daily basis. The role can be office based or hybrid working. Salary : 28-32K Pensions & Investment Admin duties: Support the financial services team with all admin and compliance processing Updating the in-house systems and compliance files Submit the online pension and investment info on the portals Issue documents to clients including post sales letters and plan schedules Any other admin duties requested and also produce ongoing service reports Liaise regularly with the pension / investment providers Skills and experience: Proven experience working in a similar Pensions or Investment Admin, paraplanning support role within financial services Excellent communication and IT skills Knowledge of financial services providers and products
Jul 27, 2026
Full time
Morgan McKinley is looking for an experience Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. The Pensions & Investment Administrator will be supporting the Financial Advisers on a daily basis. The role can be office based or hybrid working. Salary : 28-32K Pensions & Investment Admin duties: Support the financial services team with all admin and compliance processing Updating the in-house systems and compliance files Submit the online pension and investment info on the portals Issue documents to clients including post sales letters and plan schedules Any other admin duties requested and also produce ongoing service reports Liaise regularly with the pension / investment providers Skills and experience: Proven experience working in a similar Pensions or Investment Admin, paraplanning support role within financial services Excellent communication and IT skills Knowledge of financial services providers and products
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
Jul 27, 2026
Contractor
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
From this autumn, Barnett Waddingham will become Howden, bringing our people together as one and creating a more connected approach to retirement, benefits and risk. As you explore opportunities with us, you will see more of Howden s name and expertise, reflecting broader capability for our clients and offering our people greater opportunities to grow, connect and develop. We have an exciting new opportunity for a Senior Pension Administrator to join our growing team. This is a permanent, full time role that can be based in our Liverpool or Leeds office, working on a hybrid basis. Join us at a genuinely exciting moment for pension administration within Barnett Waddingham. As part of the rapidly growing Howden employee benefits business, opportunities for development have never been stronger. We are investing in our people, our teams and our operating model, creating clear routes for progression and long rewarding careers. Responsibilities: Has a thorough understanding of the trust deed and rules for each scheme Carries out complex benefit calculations and tasks and deals with more complex pension queries Checks work of other team members, ensuring accuracy and compliance with scheme rules, internal procedures and controls and legislation Authorises benefit payments Checks pensioner payrolls, including calculation of net pay, arranges payments and preparation of year end returns Liaises with authorities including DWP, HMRC, The Pensions Regulator and the Information Commissioner Monitors scheme cashflow requirements and arranges investments / disinvestments as required Supporting team leader and training junior team members We would love to hear from you if you have: In depth knowledge of both DB and DC occupational pension schemes Has a clear understanding of how the PPF operates and the nature and type of compensation Has a thorough understanding of the stages involved and projects to be completed in relation to the PPF assessment period Has a good understanding of the stages involved and projects to be completed in relation to the PPF assessment period What's in it for you: Competitive discretionary annual bonus Generous pension scheme Core benefits for you including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts For a full list of benefits, please click here Happy to talk flexible working Accessibility We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here Not quite the right opportunity for you this time? For more about us and other Careers at BW, please click here Follow Barnett Waddingham on LinkedIn We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out.
Jul 27, 2026
Full time
From this autumn, Barnett Waddingham will become Howden, bringing our people together as one and creating a more connected approach to retirement, benefits and risk. As you explore opportunities with us, you will see more of Howden s name and expertise, reflecting broader capability for our clients and offering our people greater opportunities to grow, connect and develop. We have an exciting new opportunity for a Senior Pension Administrator to join our growing team. This is a permanent, full time role that can be based in our Liverpool or Leeds office, working on a hybrid basis. Join us at a genuinely exciting moment for pension administration within Barnett Waddingham. As part of the rapidly growing Howden employee benefits business, opportunities for development have never been stronger. We are investing in our people, our teams and our operating model, creating clear routes for progression and long rewarding careers. Responsibilities: Has a thorough understanding of the trust deed and rules for each scheme Carries out complex benefit calculations and tasks and deals with more complex pension queries Checks work of other team members, ensuring accuracy and compliance with scheme rules, internal procedures and controls and legislation Authorises benefit payments Checks pensioner payrolls, including calculation of net pay, arranges payments and preparation of year end returns Liaises with authorities including DWP, HMRC, The Pensions Regulator and the Information Commissioner Monitors scheme cashflow requirements and arranges investments / disinvestments as required Supporting team leader and training junior team members We would love to hear from you if you have: In depth knowledge of both DB and DC occupational pension schemes Has a clear understanding of how the PPF operates and the nature and type of compensation Has a thorough understanding of the stages involved and projects to be completed in relation to the PPF assessment period Has a good understanding of the stages involved and projects to be completed in relation to the PPF assessment period What's in it for you: Competitive discretionary annual bonus Generous pension scheme Core benefits for you including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts For a full list of benefits, please click here Happy to talk flexible working Accessibility We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here Not quite the right opportunity for you this time? For more about us and other Careers at BW, please click here Follow Barnett Waddingham on LinkedIn We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out.
IFA Administrator Belfast £26,000 - £32,000+ Benefits (DOE) Are you looking to build a long-term career within financial planning? We're working exclusively with a highly respected and long-established financial planning firm in Belfast that is seeking an IFA Administrator to join its supportive and experienced team. With over 30 years of success, this business has built an excellent reputation for client service, staff development and retention. An exciting opportunity has arisen for an administrator to join the firm and play a key role in supporting advisers and clients across pensions, investments and protection. This is more than just an administration position. For the right individual, there is a genuine pathway towards Paraplanning and Financial Adviser progression, supported by ongoing training, development and professional qualifications. The Role As an IFA Administrator, you'll provide comprehensive support to the advisory team, helping to ensure a seamless experience for clients and the efficient management of new and existing business. Key responsibilities include: Supporting pensions, investments and protection administration. Processing new business applications and servicing requests. Managing client reviews and ongoing servicing requirements. Maintaining accurate and compliant client records. Updating and managing information through the firm's back-office system. Liaising with providers, platforms and clients to obtain required information and documentation. Processing fund switches, withdrawals, top-ups and client servicing transactions. Tracking applications and transactions through to completion. Preparing client documentation, correspondence and reports. Assisting advisers with meeting preparation and follow-up actions. Ensuring all activities are completed in line with regulatory and compliance requirements. About You We're open to speaking with candidates from a variety of financial services backgrounds. Previous experience within an IFA or wealth management environment would be advantageous, but attitude and potential are equally important. You'll ideally possess: Strong administration and organisational skills. Excellent attention to detail. A genuine interest in financial planning and wealth management. Strong communication skills, both written and verbal. Good IT and systems capability. A professional, reliable and trustworthy approach. A willingness to learn and develop. The ability to work both independently and collaboratively. Desirable Experience IFA Administration Wealth Management Administration Pensions Administration Investment Administration Financial Services Customer Support Experience with financial planning back-office systems What's on Offer? Salary of £26,000 - £32,000 DOE Clear progression path towards Paraplanning and Advisory roles Support with professional qualifications and ongoing development Established and highly regarded financial planning firm Supportive, experienced and close-knit team Excellent staff retention and long-term career prospects Modern office with free parking and strong transport links Friendly, flexible and approachable management team If you're looking to join a firm that values development, promotes from within and offers genuine long-term career opportunities within financial planning, we'd love to hear from you. Please apply now or contact Rhyan Scott at Reed Financial Services for more information.
Jul 27, 2026
Full time
IFA Administrator Belfast £26,000 - £32,000+ Benefits (DOE) Are you looking to build a long-term career within financial planning? We're working exclusively with a highly respected and long-established financial planning firm in Belfast that is seeking an IFA Administrator to join its supportive and experienced team. With over 30 years of success, this business has built an excellent reputation for client service, staff development and retention. An exciting opportunity has arisen for an administrator to join the firm and play a key role in supporting advisers and clients across pensions, investments and protection. This is more than just an administration position. For the right individual, there is a genuine pathway towards Paraplanning and Financial Adviser progression, supported by ongoing training, development and professional qualifications. The Role As an IFA Administrator, you'll provide comprehensive support to the advisory team, helping to ensure a seamless experience for clients and the efficient management of new and existing business. Key responsibilities include: Supporting pensions, investments and protection administration. Processing new business applications and servicing requests. Managing client reviews and ongoing servicing requirements. Maintaining accurate and compliant client records. Updating and managing information through the firm's back-office system. Liaising with providers, platforms and clients to obtain required information and documentation. Processing fund switches, withdrawals, top-ups and client servicing transactions. Tracking applications and transactions through to completion. Preparing client documentation, correspondence and reports. Assisting advisers with meeting preparation and follow-up actions. Ensuring all activities are completed in line with regulatory and compliance requirements. About You We're open to speaking with candidates from a variety of financial services backgrounds. Previous experience within an IFA or wealth management environment would be advantageous, but attitude and potential are equally important. You'll ideally possess: Strong administration and organisational skills. Excellent attention to detail. A genuine interest in financial planning and wealth management. Strong communication skills, both written and verbal. Good IT and systems capability. A professional, reliable and trustworthy approach. A willingness to learn and develop. The ability to work both independently and collaboratively. Desirable Experience IFA Administration Wealth Management Administration Pensions Administration Investment Administration Financial Services Customer Support Experience with financial planning back-office systems What's on Offer? Salary of £26,000 - £32,000 DOE Clear progression path towards Paraplanning and Advisory roles Support with professional qualifications and ongoing development Established and highly regarded financial planning firm Supportive, experienced and close-knit team Excellent staff retention and long-term career prospects Modern office with free parking and strong transport links Friendly, flexible and approachable management team If you're looking to join a firm that values development, promotes from within and offers genuine long-term career opportunities within financial planning, we'd love to hear from you. Please apply now or contact Rhyan Scott at Reed Financial Services for more information.
Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include Be the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration. Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant documentation, adhering to deadlines, and using task management within our CRM, Intelliflo. Produce, collate, and issue meeting packs for annual review meetings. Issue client meeting notes, coordinate and undertake action points. Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portal The Candidate Essentials Educated to A level standard (or equivalent) as a minimum Experience in a financial services/ financial advice administration role e.g. Investments and Pensions Good technical knowledge of pensions and investments, their associated products, and their use in Financial Planning. The Rewards 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction
Jul 27, 2026
Full time
Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include Be the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration. Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant documentation, adhering to deadlines, and using task management within our CRM, Intelliflo. Produce, collate, and issue meeting packs for annual review meetings. Issue client meeting notes, coordinate and undertake action points. Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portal The Candidate Essentials Educated to A level standard (or equivalent) as a minimum Experience in a financial services/ financial advice administration role e.g. Investments and Pensions Good technical knowledge of pensions and investments, their associated products, and their use in Financial Planning. The Rewards 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction
Financial Planning Administrator Wakefield Hybrid Working £30,000 - £34,000 + Excellent Benefits An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a well-established and growing Financial Planning firm based in Wakefield. This role would suit someone with at least three years' experience supporting Financial Planners within an IFA or Financial Planning practice who is looking to join a supportive business that genuinely values its administration team. Alongside a competitive benefits package, the company offers a 35-hour working week (7-hour days) , hybrid working and a collaborative environment where experienced administrators are recognised as an integral part of delivering an outstanding client experience. For those who wish to continue developing their careers, full study support is available and the business has a strong track record of helping employees progress into Paraplanning and Financial Adviser roles. Equally, if you're an experienced Financial Planning Administrator who enjoys what you do and is looking for a long-term home, you'll be just as valued. The Role Working closely with a team of Financial Planners and Paraplanners, you'll provide high-quality administrative support throughout the client journey. Your responsibilities will include: Preparing new business and review documentation Processing pensions, investments and protection business Liaising with clients, providers and third parties Obtaining valuations and provider information Managing ongoing servicing and review work Maintaining accurate client records and back-office systems Supporting advisers with day-to-day administration Ensuring work is completed accurately, efficiently and in line with company procedures About You To be considered, you'll ideally have: At least three years' experience as an IFA Administrator or Financial Planning Administrator Experience supporting Financial Planners within an IFA or Financial Planning practice Good knowledge of pensions, investments and financial planning products Excellent organisational skills and attention to detail Strong communication skills and a proactive approach A genuine interest in delivering an excellent service to both clients and colleagues Salary & Benefits £30,000 - £34,000 35-hour working week (7-hour days) Hybrid working (five office days over a two-week period) Discretionary bonus Full study support, including exam fees, study leave and exam day leave 21 days' annual leave plus bank holidays Christmas office closure 4x Death in Service Healthcare cash plan Pension (5% employee / 3% employer) Long-Term Career Opportunities The business believes in supporting people to build the career that's right for them. If your ambition is to progress into Paraplanning or Financial Advice, you'll have access to full study support and genuine opportunities to develop internally. Equally, if your passion lies in Financial Planning Administration, you'll be joining a firm that recognises the importance of experienced administrators and the vital role they play in delivering an outstanding client experience. Long-term careers within administration are valued just as highly as progression into other areas of the business. If you're looking for a supportive, professional environment where your experience will be appreciated and you'll have the opportunity to build a long-term career, we'd be delighted to hear from you. Please apply today or contact us for a confidential discussion.
Jul 27, 2026
Full time
Financial Planning Administrator Wakefield Hybrid Working £30,000 - £34,000 + Excellent Benefits An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a well-established and growing Financial Planning firm based in Wakefield. This role would suit someone with at least three years' experience supporting Financial Planners within an IFA or Financial Planning practice who is looking to join a supportive business that genuinely values its administration team. Alongside a competitive benefits package, the company offers a 35-hour working week (7-hour days) , hybrid working and a collaborative environment where experienced administrators are recognised as an integral part of delivering an outstanding client experience. For those who wish to continue developing their careers, full study support is available and the business has a strong track record of helping employees progress into Paraplanning and Financial Adviser roles. Equally, if you're an experienced Financial Planning Administrator who enjoys what you do and is looking for a long-term home, you'll be just as valued. The Role Working closely with a team of Financial Planners and Paraplanners, you'll provide high-quality administrative support throughout the client journey. Your responsibilities will include: Preparing new business and review documentation Processing pensions, investments and protection business Liaising with clients, providers and third parties Obtaining valuations and provider information Managing ongoing servicing and review work Maintaining accurate client records and back-office systems Supporting advisers with day-to-day administration Ensuring work is completed accurately, efficiently and in line with company procedures About You To be considered, you'll ideally have: At least three years' experience as an IFA Administrator or Financial Planning Administrator Experience supporting Financial Planners within an IFA or Financial Planning practice Good knowledge of pensions, investments and financial planning products Excellent organisational skills and attention to detail Strong communication skills and a proactive approach A genuine interest in delivering an excellent service to both clients and colleagues Salary & Benefits £30,000 - £34,000 35-hour working week (7-hour days) Hybrid working (five office days over a two-week period) Discretionary bonus Full study support, including exam fees, study leave and exam day leave 21 days' annual leave plus bank holidays Christmas office closure 4x Death in Service Healthcare cash plan Pension (5% employee / 3% employer) Long-Term Career Opportunities The business believes in supporting people to build the career that's right for them. If your ambition is to progress into Paraplanning or Financial Advice, you'll have access to full study support and genuine opportunities to develop internally. Equally, if your passion lies in Financial Planning Administration, you'll be joining a firm that recognises the importance of experienced administrators and the vital role they play in delivering an outstanding client experience. Long-term careers within administration are valued just as highly as progression into other areas of the business. If you're looking for a supportive, professional environment where your experience will be appreciated and you'll have the opportunity to build a long-term career, we'd be delighted to hear from you. Please apply today or contact us for a confidential discussion.
A well-established and highly respected independent financial planning firm is looking to appoint an experienced Financial Planner to join its growing team. With a strong reputation built on long-standing client relationships and referrals, this is an excellent opportunity to inherit a quality client bank while continuing to develop new business through warm introductions and professional connections. The Role You'll provide holistic financial planning advice to a portfolio of existing clients, helping them achieve their long-term financial objectives across pensions, investments, protection and retirement planning. You'll work closely with an experienced support team, allowing you to focus on delivering outstanding client outcomes while building trusted, long-term relationships. Key Responsibilities Provide holistic financial planning advice to new and existing clients. Manage and develop an established portfolio of clients. Build long-term relationships through regular reviews and ongoing service. Identify opportunities to grow client relationships through referrals and additional planning needs. Work collaboratively with paraplanners and administrators to deliver an excellent client experience. Ensure all advice is delivered in line with FCA regulations and internal compliance standards. About You Level 4 Diploma in Financial Planning (essential). Previous experience as a Financial Planner / Independent Financial Adviser. Strong technical knowledge across pensions, investments and protection. Excellent relationship-building and communication skills. A client-first approach with a genuine passion for delivering high-quality advice. Self-motivated with the ability to manage your own workload effectively. What's on Offer? Competitive basic salary. Performance-related commission structure. Existing client bank to service. Dedicated paraplanning and administrative support. Opportunity to join a well-established, growing independent advice firm with an excellent reputation. Long-term career progression within a supportive and collaborative environment. If you're an experienced Financial Planner looking to join a firm with an excellent reputation, high-quality clients and genuine long-term career prospects, we'd be keen to speak with you in confidence.
Jul 27, 2026
Full time
A well-established and highly respected independent financial planning firm is looking to appoint an experienced Financial Planner to join its growing team. With a strong reputation built on long-standing client relationships and referrals, this is an excellent opportunity to inherit a quality client bank while continuing to develop new business through warm introductions and professional connections. The Role You'll provide holistic financial planning advice to a portfolio of existing clients, helping them achieve their long-term financial objectives across pensions, investments, protection and retirement planning. You'll work closely with an experienced support team, allowing you to focus on delivering outstanding client outcomes while building trusted, long-term relationships. Key Responsibilities Provide holistic financial planning advice to new and existing clients. Manage and develop an established portfolio of clients. Build long-term relationships through regular reviews and ongoing service. Identify opportunities to grow client relationships through referrals and additional planning needs. Work collaboratively with paraplanners and administrators to deliver an excellent client experience. Ensure all advice is delivered in line with FCA regulations and internal compliance standards. About You Level 4 Diploma in Financial Planning (essential). Previous experience as a Financial Planner / Independent Financial Adviser. Strong technical knowledge across pensions, investments and protection. Excellent relationship-building and communication skills. A client-first approach with a genuine passion for delivering high-quality advice. Self-motivated with the ability to manage your own workload effectively. What's on Offer? Competitive basic salary. Performance-related commission structure. Existing client bank to service. Dedicated paraplanning and administrative support. Opportunity to join a well-established, growing independent advice firm with an excellent reputation. Long-term career progression within a supportive and collaborative environment. If you're an experienced Financial Planner looking to join a firm with an excellent reputation, high-quality clients and genuine long-term career prospects, we'd be keen to speak with you in confidence.
Siamo Recruitment a division of Siamo Group
City, Swindon
Siamo Recruitment are proud to be partnering with a well-established financial firm based in Swindon. The business is seeking an Administrator to join their growing team and play a key role in supporting their Advisers and Operations. This is an opportunity providing stability, responsibility and cross department engagement working hand in hand with the Advisers and their clients. As the Meeting Pack Administrator you will need an attentive eye, a passion for presentation and communicative nature. Our client has been established since the early 2000 s and leads the way with their passion for providing an excellent experience. Due to the nature of the role financial service exposure is essential. What does our clients benefits scheme include? Up to a 20% annual bonus scheme (performance based) Professional investment plans for relevant courses, exams and industry training materials 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell) Annual salary reviews Recruitment referrals bonus of £250.00 Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday Free on-site parking Fresh fruit, cereals and porridge provided daily This Administrator role will hold the below responsibilities: Preparing and maintaining packs for new, current and renewing clients Working with the FA s and Practice Manager to improve processes Supporting the FA s with reviews and updates Dealing with client calls on behalf of the firm Arranging housekeeping meetings with the firms client base Supporting all departments across the firm as and when required The ideal candidate for this Administrator role will hold the below experience, skills and qualifications: Previous administrative and experience is essential Previous experience dealing with clients via the phone, email and face to face Previous experience within financial services (banking, investment, insurance or wealth management) SalesForce exposure would be advantageous Microsoft Office proficient with exposure using CRM s and Zoom Excellent communication skills with the ability to converse with all levels Attentive with an eye for detail Full UK Driving License and Own Vehicle
Jul 27, 2026
Full time
Siamo Recruitment are proud to be partnering with a well-established financial firm based in Swindon. The business is seeking an Administrator to join their growing team and play a key role in supporting their Advisers and Operations. This is an opportunity providing stability, responsibility and cross department engagement working hand in hand with the Advisers and their clients. As the Meeting Pack Administrator you will need an attentive eye, a passion for presentation and communicative nature. Our client has been established since the early 2000 s and leads the way with their passion for providing an excellent experience. Due to the nature of the role financial service exposure is essential. What does our clients benefits scheme include? Up to a 20% annual bonus scheme (performance based) Professional investment plans for relevant courses, exams and industry training materials 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell) Annual salary reviews Recruitment referrals bonus of £250.00 Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday Free on-site parking Fresh fruit, cereals and porridge provided daily This Administrator role will hold the below responsibilities: Preparing and maintaining packs for new, current and renewing clients Working with the FA s and Practice Manager to improve processes Supporting the FA s with reviews and updates Dealing with client calls on behalf of the firm Arranging housekeeping meetings with the firms client base Supporting all departments across the firm as and when required The ideal candidate for this Administrator role will hold the below experience, skills and qualifications: Previous administrative and experience is essential Previous experience dealing with clients via the phone, email and face to face Previous experience within financial services (banking, investment, insurance or wealth management) SalesForce exposure would be advantageous Microsoft Office proficient with exposure using CRM s and Zoom Excellent communication skills with the ability to converse with all levels Attentive with an eye for detail Full UK Driving License and Own Vehicle
