152 jobs found

Location: Hybrid (2 3 days office/remainder remote) Birmingham Contract: 6-Month FTC Salary: Up to £28,000 An established invoice finance lender is seeking an Invoice Finance Administrator to join their operations team on a 6-month fixed-term contract . This is an excellent opportunity for a detail-oriented finance professional to gain experience within a reputable lender known for its supportive culture and client-focused approach. The Role: Reporting to the Operations Manager, you ll support the day-to-day running of client facilities across invoice discounting and factoring products. You ll work closely with internal teams and clients to ensure accurate processing of invoices, reconciliations, and payments. Key Responsibilities: Managing daily payment runs and reconciling client accounts. Supporting cash allocation and funding processes. Investigating and resolving client queries in a timely manner. Maintaining up-to-date records and supporting internal reporting. Assisting with compliance and audit requirements as needed. Candidate Profile: Prior experience in invoice finance , factoring , or financial administration (preferred) . Excellent attention to detail and accuracy under pressure. Strong communication and problem-solving skills. Confident using financial systems and Microsoft Office (especially Excel). Team-oriented, organised, and adaptable.

The Accounts Receivable Invoice Administrator will play a key role in managing and processing invoices within the accounting and finance department. This temporary role in Blackburn offers an opportunity to work in the industrial and manufacturing industry, ensuring efficient financial operations. Client Details The employer is a large organisation within the industrial and manufacturing industry currently going through an exciting period of growth. They are known for their focus on delivering high-quality products and maintaining efficient operational standards within their field. They are a market leader and highly sought after organisation to work for. Description Th Accounts Receivable Invoice Administrator will initially be a temporary role which could be extended and will be full time office based in Blackburn. Reporting to the Accounts Receivable/Billing Manager Key responsibilities will include: Process and manage accounts receivable invoices accurately and efficiently. Ensure timely collection of outstanding payments and maintain accurate records. Reconcile financial discrepancies by collecting and analysing account information. Collaborate with internal teams to resolve invoice-related queries. Generate reports for management on accounts receivable status. Maintain compliance with company policies and financial regulations. Assist with month-end closing procedures related to accounts receivable. Support the finance team with ad hoc tasks as required. Profile In order to apply for the role this should: Have previous experience in Accounts Receivable/Sales Ledger Be able to consider a temporary role initially Be able to commute to the Blackburn office Job Offer Opportunity to join growing company Opportunity for role to be extended

Employee Benefits Consultant Location: Manchester - Hybrid Working Available Salary: Up to £40,000 Full-Time Permanent NJR Recruitment is delighted to be working with a highly regarded and award-winning financial planning firm , now seeking an experienced Employee Benefits Consultant to join their expanding corporate division. This is a fantastic opportunity for an ambitious professional with a strong background in Employee Benefits and Corporate Pensions to join a firm recognised nationally for its people-first culture, professional standards, and long-standing client relationships. The Role As an Employee Benefits Consultant, you will play a key role in managing and developing relationships with a portfolio of corporate clients, providing expert advice across Group Risk, Healthcare, and Pension schemes. You'll be instrumental in driving client retention and departmental growth, working closely with HR and finance professionals across SMEs and large corporates, while mentoring and supporting a team of administrators. Key Responsibilities Manage and retain a portfolio of employee benefit clients Build strong relationships with HR, Finance Directors, and Managing Directors Provide advice across all areas of Employee Benefits , including: Group Risk Private Medical and Health Plans Group Pensions Employee Communication & Engagement initiatives Work closely with internal support teams and administrators Develop professional introducer and accountancy firm relationships to generate new business opportunities Maintain compliance with FCA regulations and internal policies Contribute to the department's long-term growth and business development strategy What We're Looking For Proven experience in an Employee Benefits or Corporate Pensions advisory role Strong technical understanding of Group Risk, Healthcare, and Pension schemes Excellent relationship management and communication skills Confident working with corporate clients of all sizes, from SMEs to large employers Strong organisational and negotiation skills with a proactive, commercial mindset Professional qualifications such as GR1, PMI, or Diploma in Regulated Financial Planning (desirable, not essential) Committed to delivering outstanding client outcomes and adhering to Consumer Duty and Treating Customers Fairly (TCF) principles What's on Offer Competitive salary and bonus scheme 25 days holiday plus bank holidays, birthday leave , and loyalty holidays Christmas closure (3 days from allowance) Profit sharing scheme and Perks benefits programme Pension contributions that increase with service Private Medical Insurance (after 12 months) Life Assurance Long service awards and recognition Fully funded summer and winter social events Comprehensive study and training programme with generous support for professional qualifications Supportive culture with a focus on development, teamwork, and work-life balance Apply Now If you're an experienced Employee Benefits professional looking to join a successful, people-focused firm that values both its clients and its team, apply today NJR16115

Client Support Administrator - Financial Planning Location: Salford Salary: Up to £30,000 Full-Time Permanent Hybrid Working Available NJR Recruitment is delighted to be representing a successful and growing financial advice firm that is seeking a Client Support Administrator to join its dedicated operations team. This role is ideal for someone who thrives in a fast-paced environment, has excellent organisational skills, and takes pride in delivering outstanding service to both clients and advisers. What You'll Be Doing: " Produce and collate documentation for client meetings - including portfolio valuations, application forms, and regulatory materials " Monitor, update, and progress all new business submissions " Process fees for new and ongoing business and follow up for payment " Complete anti-money laundering checks and ensure all service delivery meets FCA guidelines " Respond to adviser, client, and provider enquiries with professionalism and efficiency " Support a team of advisers with all aspects of administrative workflow and compliance What We're Looking For: " Previous experience in a financial advice firm is beneficial " Strong communication skills via phone and email " Excellent organisational and time management abilities " Ability to manage multiple tasks and meet tight deadlines " High attention to detail, particularly in a regulated environment " Willingness to learn, with a proactive and positive attitude " Interest in developing a long-term career in financial services What's on Offer: " Competitive salary + annual bonus potential " 25 days holiday + bank holidays + your birthday off " 4x salary life assurance " Comprehensive training and induction " Funded industry exams and paid study leave " Access to an internal mortgage service " Two paid volunteering days per year " Cycle to Work scheme " Access to 24/7 Employee Assistance Programme " A wide range of optional flexible benefits " Inclusive, values-led culture with employee engagement initiatives Apply Now If you're ready to take your next step in financial services administration and want to join a supportive, thriving business, apply now NJR16093

Finance Administrator Location: Marlow Salary: Competitive Vacancy Type: Permanent Our client is a dynamic and innovative start-up private equity and support company headquartered on the outskirts of the vibrant town of Marlow. They specialise in investing in and subsequently providing comprehensive support services to a diverse portfolio of start-up companies and smaller businesses within the recruitment sector looking to scale. They are currently engaged with an exciting range of clients with ambitious Founders, providing consultancy services and financial, operational and administrative support services to their growing ventures. Their mission is to empower these budding enterprises with the tools they need to thrive and succeed in today's competitive business landscape. As they continue to expand, they are seeking a dedicated and proactive Finance Administrator to join their growing team. The Role Reporting into the COO and working alongside the Group Management Accountant, as the Finance Administrator you will play a crucial role in ensuring the smooth financial operations and efficient financial administrative processes for clients within the portfolio as well as for the Group. You will collaborate closely with the clients and internal teams to deliver exceptional financial administrative support. Key Responsibilities Accounts Management: Maintain accurate financial records using Xero. Manage accounts payable and receivable, ensuring timely processing of invoices. Reconcile bank statements and transactions, supplier accounts, and payroll transactions. Managing credit control Assisting with Cashflow management Assisting with payroll for clients and the Group Processing expenses for the company founders, and those of the clients Financial Reporting: Assist the Group Management Accountant in preparing monthly management accounts, cash flow reports, and financial forecasts. Assist in preparing year-end accounts and liaising with external accountants/auditors. Prepare weekly reports for the Founders including AP reports, aged debt summaries and P&L forecasts Provide insights and recommendations based on financial performance data. Coordinate with the clients and internal stakeholders to ensure accurate financial data and reporting. Setting up of Xero accounts for new clients including setting the chart of accounts, creating P&L and Balance sheet layouts and inviting necessary users Payroll and Contractor Management: Working with the Operations department, assist with processing contractor timesheets and ensure accurate payments. Compliance and Policies: Working with the external accounting partner, support the Group Management Accountant in ensuring compliance with HMRC regulations, VAT returns, and tax submissions. Verifying bank details with ad hoc suppliers and clients as necessary Support implementation and adherence to financial policies and procedures. Process Improvement: Identify opportunities to streamline financial workflows and improve efficiency. Collaborate with team members to align financial processes with recruitment practices. Skills and Qualifications Administrative experience and a knowledge of financial practices would be preferred but is not essential as all training will provided within the role A background in recruitment or familiarity with recruitment practices, including contractor management, billing, and IR35 compliance would be preferred but not essential. Competent in Microsoft Excel (but training in more complex excel requirements such as pivot tables, v-lookups etc will be provided) Exceptional attention to detail and accuracy Ability to manage multiple priorities and meet tight deadlines. Benefits Competitive salary Hybrid working model (work 1 day from home) Opportunities for professional growth and development. Engaging and dynamic start-up environment. Modern and engaging offices based at Marlow International Parkway, with full canteen/restaurant and shower facilities onsite To Apply If you feel you are a suitable candidate and would like to work for this reputable company, please do not hesitate to apply.

We are hiring for a Pensions Team Leader who would be based in our Leeds Office. As a Pensions Team Leader, you will be making a difference within our leading and fast-growing pension administration business. You will provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. You will have a fantastic opportunity to develop your career within this key role at WTW. This role gives you the opportunity to work, within one organisation, on clients that offer exposure to every aspect of pensions administration, utilising bulk processing routines, automated calculations or your manual calculation skills, and the potential for involvement with a vast variety of different projects, often at the forefront of the industry. By managing a team of Senior Pension Administrators and Pension Administrators, you will be responsible for providing a professional, high-quality service to our Clients and their members. If you are motivated, self-driven and have a can-do attitude you will fit well within our business. The Role Manages and ensures client work is delivered in line with contractual service level agreements whilst adhering to WTW quality standards. Allocates and monitors work throughout the day taking ownership and accountability of the team's performance ensuring this is in line with service levels expected both in regard to output and work quality. Acts as a point of escalation for complex work, complaints, and colleague concerns. Coaches, mentors and drives colleague recruitment, training and development. This includes proactive management of colleague development, training and performance management as well as absence management where required. Manages competency across the team to ensure sufficient knowledge and develops succession plans. Conducts the interview processes for new and existing colleagues to assist with selection of new team members or promotions within the team. Effectively communicates at an individual and team level to ensure any issues or concerns are proactively managed and addressed. This includes leading regular team meetings as well as regular 121 meetings with the team members to ensure their performance is proactively managed and they are supported in the achievement of their goals. Encourages effective team working ensuring the team display the WTW values of Teamwork, Integrity, Respect and Excellence. Applies working knowledge of pension legislation and regulations to day-to-day work and creates simple processes and guidance for the team to ensure a compliant service to members and clients. Leads on complex project work within operational client meetings. Drives best practice, finds opportunities for continuous improvements and right shoring across the team. Finds, mitigates and/or escalates risks, implementing appropriate controls where required. Ensures team adherence to WTW policies and procedures including completion of mandatory trainings, and compliance with data security. Escalates and reports errors and complaints via the correct channels, finding risks and the root cause, and resolves cases quickly. The Requirements Previous experience working in an occupational pension administration team carrying out administration processes. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Prior experience of managing a team incorporating all stages of management from recruiting, managing performance and career development or alternatively experience of mentoring/training within pensions administration alongside demonstrable technical pension expertise. Experience in effective work allocation and an ability to achieve comprehensive client service levels. Experience in chairing operational client meetings and managing a client relationship would be an advantage. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent people skills to include excellent written and verbal communication and use of Microsoft Excel and Word. Experience of managing a hybrid/cross locational team. Experience of managing colleague progression in PMI qualifications would be an advantage. At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity. We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. Equal Opportunity Employer

Job Title: Paraplanner Industry: Financial Planner Location: Swansea Salary: £30,000 - £40,000 Job Reference: 9921 Job Description: Recruit UK are working with a fantastic, family run Financial Planning company on the outskirts of Swansea, who are looking for a Paraplanner to join their back-office team. This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. You'll have ample opportunity to progress your skills and experience too! Duties will include but not limited to: Create suitability reports following annual reviews and new business client meetings Research products and preparing recommendations Attending client meetings where appropriate Working alongside the administrators to ensure documents are up to date Adhere to FCA regulations and ensure compliance Benefits: Competitive salary of £30,000 - £40,000 Bonus scheme Hybrid working 5% pension contribution 25 days holiday On site parking Private medical insurance Shadow and support highly experience advisers Exam support and funding, if desired Skills and experience required: Experience working in a Paraplanning position Level 4 Diploma in Financial Planning, or equivalent (or working towards) Strong analytical and report writing skills

Payroll Administrator Preston Public Sector £24-£26k Hybrid Your new company As a Payroll & Pensions Officer, you'll be responsible for the accurate and timely processing of payroll and pensions for university employees. You'll ensure data integrity, compliance with statutory regulations, and provide excellent customer service to both internal and external stakeholders. This role is a full-time role with a hybrid policy of up to 2 days working from home where you will be working 36.25 hours per week. This organisation offers one of the most generous benefits packages in the sector! Your new role - Input and validate payroll data using the HR/Payroll system- Process temporary changes such as holiday pay, overtime, deductions, and statutory payments (SMP, SSP) - Manage pension scheme enrolments, opt-outs, and leaver adjustments across multiple schemes (LGPS, USS, TPS, NEST, Royal London, NHS) - Ensure compliance with auto-enrolment and maintain accurate records - Handle court orders, student loan deductions, and salary adjustments - Maintain secure and up-to-date payroll and pension records - Ensure adherence to HMRC regulations, pension legislation, and internal financial policies - Support internal and external audits with documentation and explanations - Act as the first point of contact for payroll and pension queries from staff and external bodies - Provide clear guidance on payslips, tax codes, pension contributions, and general payroll matters - Escalate complex queries to senior payroll officers when needed - Assist with the production and distribution of payslips, P60s, P45s, and other payroll documentation - Collaborate with HR, Finance, and other departments to ensure smooth payroll operations - Contribute to the development and improvement of payroll procedures and guidance documents - Attend team meetings, training sessions, and professional development events - Support the improvement of the student experience through your role What you'll need to succeed Experience in payroll or pensions administration in a busy office environment Strong Excel skills (including VLOOKUP and Pivot Tables) Excellent attention to detail and organisational skills Confidence handling sensitive data and communicating clearly What you'll get in return Salary £24,000 - £26,000 35 Days Annual Leave(30 days + bank holidays + Christmas shutdown) Hybrid Working - 2 days from home Free On-Site Parking Guaranteed Annual Pay Rise for hitting performance targets Flexi-Time - extra hours worked can be taken as holiday Generous Pension Scheme Occupational Maternity Leave Sick Pay Access to a Dedicated Training Centre for ongoing development What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #

Sales Administrator Car Dealership Diss £28,000+ DOE Full-time Permanent 40 hours per week - Monday Friday The Role We re looking for an experienced Sales Administrator to join a busy car dealership team. You ll be responsible for ensuring all vehicle sales administration is completed accurately and efficiently, supporting the dealership s sales and management teams. Duties Process new and used car sales from order through to delivery Prepare and check invoices, vehicle paperwork, and finance documents Liaise with sales, accounts, and finance companies to ensure smooth transactions Maintain and update dealership systems and stock records Manage vehicle taxation and registration processes Ensure all work meets manufacturer and compliance standards Requirements Proven experience as a Sales Administrator within the motor trade or car dealership Strong administrative and organisational skills High attention to detail and accuracy Confident communicator and proactive team player IT literate (experience with DMS or Kerridge preferred) Benefits £28,000+ basic salary (depending on experience) Monday Friday working hours Career development within a franchised car dealership Supportive team culture and professional environment Apply today to join a leading car dealership as a Sales Administrator and play an essential role in the success of the sales department.

One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model. The Role: Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes. Act as the first point of contact for clients, collaborating with the Client Services team and product providers. Assist Wealth Planners in client meetings, managing administrative tasks, and maintaining accurate client data records. Process new business for clients efficiently, ensuring accuracy in application paperwork and system updates. Serve as the primary contact for clients when appropriate. Responsibilities: Meet the company's documentation standards with a focus on high accuracy. Support Wealth Planners in submitting cases to the paraplanning team. Handle finance queries, including invoices, billing, WIP, and commissions. Produce accurate Service Agreements when required. Demonstrate flexibility in supporting different key partners and stakeholders across the business. Efficiently coordinate central services such as paraplanning, valuations, and business processing to support the Planner's workflow. Prepare and submit CDD and new account paperwork for client onboarding, following the company's AML processes. Arrange client meetings, valuations, meeting packs, and manage Wealth Planners' diaries. Handle general client queries, escalating complex issues to the Planner, with an adaptable approach for clients in vulnerable circumstances. Meet and greet clients at respective locations. Manage client correspondence, post, and prepare letters of authority for signing. Prepare client application forms in line with suitability report recommendations, ensuring timely and accurate completion. Candidate Requirements: Must Full understanding of the end-to-end Financial Planning process and have will have worked in a Financial Planning support capacity for 3+ years Knowledge of Financial Planning products and systems, including experience with XPlan/Intelliflo and Voyant (desired). Proficient in Microsoft Office/Outlook, with strong numerical skills. Regulatory awareness and compliance understanding. Excellent customer service, interpersonal, and communication skills. Strong attention to detail, accuracy, and organizational skills. Ability to prioritize tasks effectively and work collaboratively with colleagues. On Offer: Salary £38,000 - £46,000 Exceptional Benefits inc Pension, PHI, PMI, IP, DIS Discretionary Bonus Hybrid working (3 days in office) This is a great opportunity to work for a leading player in the UK wealth management sector who continue to grow and evolve year on year. They can provide a positive, flexible working environment for their staff along with genuine opportunities for longer term career development.

My client is currently looking for two SIPP Administrators to join their team in Manchester or Edinburgh. THE ROLE: Process SIPP transfer out requests Process new business applications through to completion Complete transfers in and investment applications Process PCLS payments for clients in retirement Process regular and ad-hoc payments for clients in retirements Administer a whole life cycle of a SIPP from transfers to retirements Perform necessary technical calculations Process investment withdrawals for one off and regular payments on time for payments to the members on time Process member benefit payroll and use Sage Payroll to calculate tax Use HMRC online services to process income tax Have timely communication with the advisers and members to notify them of any issues with the member's request Ensure all requests are tracked till completion Being involved in projects within the administration department Other than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of properties Build relationships with our advisers and clients and deliver exceptional communication and service Ensuring full compliance with the Service Level Agreements Improve and/or maintain Quality Assurance across all areas of your work Embed risk management in all aspects of your work Ability to resolve complaints effectively SKILLS NEEDED: Strong SIPP knowledge and experience Contribute effectively to our wider business success within the group Strong attention to detail and the ability to perform under pressure Excellent organisational and multi-tasking skills Excellent numerical and customer services skills Understand SIPP rules and be able to perform draw-down calculations, bereavement benefit calculations and divorce calculations Be able to understand investment transactions including identifying non-standard investments Understand pension rules and be able to perform draw-down calculations, bereavement benefit calculations and divorce calculations Be able to understand investment transactions including identifying non-standard investments Proficient with Microsoft Office, in particular Excel The company offers good benefits and hybrid working.For more information please contact Lynn Wilson on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Accounts Administrator Our client is a modern, forward-thinking legal and professional services organisation that has redefined the traditional law firm model. With a strong national presence and a growing team across multiple UK locations, the business combines regional expertise with national capability to deliver high-quality services to clients across a range of sectors, and they are looking for a transactional Accounts Administrator to join they're existing team. Newcastle-under-Lyme Full-time; 9 - 5:30pm £25-£26k Permanent Role: As the Accounts Administrator, you will join the collaborative and friendly existing finance team. You'll play a key role in processing high-volume financial transactions for the company's clients, ensuring accuracy, compliance, and efficiency within their client accounts function. In addition to the above, key responsibilities will include: Processing payments, receipts, and transfers promptly and accurately Allocating incoming funds and reconciling client accounts in line with company policy and industry regulations Preparing and processing Cheques, BACS, and TT payments Use online banking for electronic payments and transfers Responding to internal queries and resolving issues efficiently Maintaining full compliance with all regulatory and internal financial controls Requirements: To be successfully considered for the position of Accounts Administrator, you will have previous experience within a transactional finance/accounts position - ideally with at least 1 years solid, hands-on experience. Other key attributes we look for: Strong attention to detail and high accuracy under pressure Excellent written and verbal communication skills Proficiency in Microsoft Office (Excel, Outlook, Word); knowledge of Pivot Tables and Lookups is a plus The ability to manage a high workload and meet deadlines A proactive, team-oriented approach with the confidence to use your own initiative A genuine eagerness to learn and grow within a professional services environment Additional Information: You'll be joining a business where your potential defines your progression. Expect a supportive and collaborative "one team" culture with opportunities to develop and succeed. In addition to this, you should expect to receive: Comprehensive induction and ongoing training and development Modern, high-quality office environment Excellent work-life balance and wellbeing initiatives A wide-ranging benefits package, including: Birthday gift vouchers Paid volunteering time each month Retail and lifestyle discounts Healthcare, eyecare, and dental plans Life assurance and pension scheme Share incentive plan Discounted professional services If you're looking to build your career in a dynamic, people-focused business that values growth, collaboration, and excellence, we'd love to hear from you. For more information, please contact Safer Hand Solutions Ltd and ask for Hannah Kirk, or apply directly to take the next step in your finance career within a modern, forward-thinking professional services organisation. Please note, Safer Hand Solutions are acting as an employment agency on behalf of a client and by applying you agree to register with us and for us to hold your details on file. Due to the volume of applications, we may only contact applicants directly who have been successfully shortlisted, but may also contact you in regards to any other suitable vacancies.

Mortgage & Protection Administrator Annual Salary: £30,000 - £35,000 Location: Horsham Job Type: Full-time (Monday to Friday, 9:00 to 17:00) Holiday: 23 days plus bank holidays, increasing each year up to 25 days Join my client's fast-paced financial services company in Horsham as a Mortgage & Protection Administrator. They look to provide excellent customer service and are looking for an experienced administrator to provide vital support to their successful mortgage and protection team. Day-to-day of the role: Submission and progression of mortgage applications through to legal completion and beyond. Chasing documentation to ensure the new business application is fully compliant. Liaising with solicitors for exchange and completion dates. Submission and progression of protection applications. Monitoring client emails and managing accounts of repeat clients. Acting as the first point of contact for queries from clients, lenders, and conveyancers. Updating and maintaining systems and files. Working closely with advisors to ensure all activities meet compliance and regulatory requirements. Required Skills & Qualifications: Proven administration experience within a mortgage or financial services environment. Excellent communication and customer service skills. Proficient in Microsoft Office, including Excel and Word, and experienced in database setup and maintenance. Strong attention to detail and experience working with prescribed systems and procedures. Self-motivated and professional, with the ability to work under pressure without supervision. Benefits: Salary - Up to £35k Competitive company pension scheme. Death in Service benefit. A supportive team environment that values honesty and integrity. Opportunities for personal and professional growth To apply for the Mortgage & Protection Administrator position, please submit your CV below

Are you a trust professional interested in the opportunity to work in-house for an ultra-high-net-worth (UHNW) family office? This is a rare chance to join a family office, providing in-house trust and company administration. The role is suited to an experienced administrator with broad knowledge of offshore structures, jurisdictions, and asset classes. The position is London-based, with the opportunity to travel. The Role You will manage a portfolio of trusts and companies, handling a wide range of administrative and governance tasks. Key Responsibilities Preparing written resolutions and meeting documentation. Implement trustee and director decisions, including distributions, payments, loans, and investments. Ensure compliance with trust deeds, regulatory filings, and record-keeping requirements. Maintain accurate records, minute books, and historical data. Liaise with service providers, regulators, and registered offices across jurisdictions. Coordinate new bank accounts, contracts, and KYC requests. Qualifications & Skills STEP/ICSA qualification or equivalent experience preferred. Strong background in trust and company administration. Proven ability to draft high-quality formal documents. Quick thinker, excellent communicator and strong team player are all essential skills.

IFA Administrator Birmingham Office-based role Up to £30k This role is well-suited to an IFA Administrator who is looking to develop their career within a well-established financial advisory firm. Salary up to £30k. The Business This is a well-established independent financial advisory practice providing expert financial planning services. The firm is directly authorised, with a strong presence in the area. They have been in operation for over 25 years and looking for additional support within the team. The Role As an IFA Administrator, you will provide administrative and client support to financial advisers, ensuring smooth and efficient service delivery. Your responsibilities will include: Preparing client files for annual reviews. Processing new business applications and policy updates. Handling client queries and liaising with providers. Assisting advisers with meeting preparation and documentation. Coordinating withdrawals, fund switches, and top-ups. Managing Letter of Authority process Supporting compliance and maintaining accurate records. Benefits Salary up to £30,000 21 days holiday + Bank holidays Death in Service cover Private Medical Health Insurance Full benefits to be confirmed How to Apply Click "Apply Now" to submit your CV. Successful applicants will be contacted to discuss the next steps. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

Sewell Wallis is currently recruiting for an experienced and commercially minded IFRS16 Project Accountant to join a fast-paced, forward-thinking organisation based in Sheffield, South Yorkshire, on a 3-month Contract. This is a fantastic opportunity for a qualified Project Accountant with strong technical expertise in lease accounting and financial reporting to take ownership of a high-profile project. The role will suit someone who thrives in a dynamic environment, enjoys working autonomously, and has a proactive, hands-on approach. What will you be doing? Leading the end-to-end delivery of IFRS16 compliance across the group. Managing the monthly close cycle for lease accounting, including journal preparation, reconciliations, and disclosures. Producing accurate and timely financial reports and supporting analysis. Partnering with stakeholders across the organisation and engaging with key clients. Driving process improvements and identifying opportunities to enhance reporting efficiency. Supporting audit and compliance requirements related to lease accounting. What skills are we looking for? Fully qualified accountant (ACA/ACCA/CIMA) with strong technical accounting knowledge. In-depth understanding of IFRS 16 and experience applying it in a commercial setting. Experience working in a fast-paced, project-driven environment. Strong analytical skills and confident in using financial reporting tools. Excellent interpersonal and communication skills - able to build relationships across all levels. Self-starter with a can-do attitude and the ability to think outside the box. Experience with US-GAAP is desirable but not essential. Experience of IFRS 16 within not-for-profit organisations What's on offer? Salary of 60,000- 65,000 Be a part of a meaningful organisation Apply below or contact Jenny for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.

Paraplanner Altrincham Salary: Up to £45,000 (Depending on Experience) Full-Time Permanent NJR Recruitment is delighted to be representing a highly respected and forward-thinking financial planning firm based in South Manchester, who are now seeking an experienced Paraplanner professional to join their growing team. This is a fantastic opportunity to work closely with experienced advisers in a business renowned for delivering exceptional financial planning and investment advice. You'll play a key role in supporting client recommendations, carrying out in-depth research, and producing high-quality, compliant reports. The Role Working as part of a collaborative technical team, you'll support financial consultants and administrators in the preparation of investment reports and technical research to ensure clients receive clear, well-informed, and competitive advice. Key Responsibilities: " Create detailed investment reports for new and existing clients. " Prepare pre-investment packs to support adviser recommendations. " Conduct comprehensive research across investment markets and financial products. " Provide ongoing technical support to advisers and administrators. " Liaise with investment and insurance providers to maintain strong relationships. " Ensure all documentation meets compliance and professional standards. Skills & Experience Required " Minimum 2 years' experience in a Paraplanning or technical support role within a financial planning environment. " Strong understanding of investments, pensions, and financial planning products. " Ideally working towards or holding the Level 4 Diploma in Regulated Financial Planning. " Excellent analytical and report writing skills with a keen eye for detail. " Proficient with Microsoft Office and confident handling multiple priorities. " Strong communication and interpersonal skills with a client-focused approach. " The ability to understand the needs of vulnerable clients and handle sensitive situations with professionalism and care. What's on Offer " Competitive salary up to £45,000, depending on experience. " Clear professional development pathway, with full study support towards industry qualifications. " Opportunity to work in a professional, supportive, and ethical environment. This is a brilliant opportunity for an experienced paraplanner or investment support professional looking to advance their career in a modern, client-focused financial planning firm. To apply, contact NJR Recruitment today quoting Ref: NJR16168

Location: Hybrid (2-3 days office/remainder remote) - Birmingham Contract: 6-Month FTC Salary: Up to £28,000 An established invoice finance lender is seeking an Invoice Finance Administrator to join their operations team on a 6-month fixed-term contract . This is an excellent opportunity for a detail-oriented finance professional to gain experience within a reputable lender known for its supportive culture and client-focused approach. The Role: Reporting to the Operations Manager, you'll support the day-to-day running of client facilities across invoice discounting and factoring products. You'll work closely with internal teams and clients to ensure accurate processing of invoices, reconciliations, and payments. Key Responsibilities: Managing daily payment runs and reconciling client accounts. Supporting cash allocation and funding processes. Investigating and resolving client queries in a timely manner. Maintaining up-to-date records and supporting internal reporting. Assisting with compliance and audit requirements as needed. Candidate Profile: Prior experience in invoice finance , factoring , or financial administration (preferred) . Excellent attention to detail and accuracy under pressure. Strong communication and problem-solving skills. Confident using financial systems and Microsoft Office (especially Excel). Team-oriented, organised, and adaptable.

Our client, a notable industry pension provider, collaborate with regulated financial advisers offering a range of personal pensions for UK and non-UK residents. They offer advanced pension products, which have won various industry awards to date, with an unwavering focus on client satisfaction. With a clear focus on financial services technology and innovation, backed by a strong set of values, their pension solutions ensure robust and continued performance year on year. Due to expanding headcount, the SIPP Administrating team is seeking to recruit additional team members to continue supporting client and financial adviser needs. Main Purpose of the role: As a dedicated member of the SIPP administration team you will undertake day-to-day administration work processing requests. You will support client and adviser needs with the highest professional standards. This role involves dealing with various internal teams and departments but importantly with external entities such as financial advisers, lenders and solicitors on a regular basis. Main responsibilities: Process SIPP transfer out requests Process new business applications through to completion Complete transfers in and investment applications Process PCLS payments for clients in retirement Process regular and ad-hoc payments for clients in retirements Administer a whole life cycle of a SIPP from transfers to retirements Process investment withdrawals for one off and regular payments on time for payments to the members on time Process member benefit payroll and use Sage Payroll to calculate tax Use HMRC online services to process income tax Have timely communication with the advisers and members to notify them of any issues with the member's request Other than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of properties Build relationships with our advisers and clients Ensuring full compliance with Service Level Agreements Embed risk management in all aspects of your work Ability to resolve complaints effectively Knowledge, skills, and experience required: Strong SIPP/Pension knowledge Strong attention to detail and the ability to perform under pressure Confident with the ability to ask questions Excellent organisational and multi-tasking skills Proficient with Microsoft Office, in particular Excel Positive written and verbal communication Excellent numerical and customer services skills Understand SIPP rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations Be able to understand investment transactions including identifying non-standard investments Aptitude to learn and adapt new skills, processes, systems and tasks Understand pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations Be able to understand investment transactions including identifying non-standard investments Aptitude to learn and adapt new skills, processes, systems and tasks This is an award winning, industry recognised brand who are offering various opportunities across the business for Financial Services professionals, it's an exciting time to join. The company enjoys an excellent working culture where staff retention is excellent. An attractive salary alongside comprehensive benefits are all available. Office/home working is fully supported. Please apply to us here at Recruit Wealth for an immediate response.