P/T PERMANENT WEALTH MANAGEMENT ADMINISTRATOR OLNEY 30-35K pro-rota A great opportunity has arisen to work for a family business based in Olney, where they are big enough to cope but small enough to care. They have a great client base and due to expansion are looking for an administrator to join their team. Daily duties are likely to involve:- Answering the phones and general administration Processing letters of authority/new business Providing support to the advisers Take part in meetings with providers Take responsibility for preparing and maintaining detailed client files and records. Ensure the highest compliance and organisational standards are maintained. In return, what we need from you:- Flexible attitude with great communication skills Basic knowledge of financial services industry, wealth management or similar Some familiarity with industry regulations and quality standards Solid computer skills, including Microsoft Office and relational databases and software. Team player, excellent verbal and written communication skills Use of initiative along with exceptional client service levels Willingness to learn the business and grow with the company This role is subject to satisfactory references and the necessary credit checks due to the nature of the industry What is in it for you? Flexible hours, this can be between hours per week but please note this is in the office, not remote or hybrid working Flexible on the days/hours you work. So although this will need to be confirmed from the outset, it could be two full days, or three days, e.g 10am 3pm so it can be worked around any commitments you may have. Opportunity to work for a well established organisation Free onsite parking. We envisage this role to start sometime in November or early December so interviews are likely to be scheduled over the next couple of weeks so that the ideal candidate can give notice if needed. So, if you are interested and want an immediate opportunity, please apply immediately with your cv Thank you for your interest in this position. It is with regret that we are unable to respond personally to each individual application due to the high volume of cv s we receive daily. However, your application will be reviewed within a two day working period. If you do not hear from us within this time, you have unfortunately been unsuccessful on this occasion. This vacancy is being advertised by M.A.S Resourcing who are acting as an employment agency / business.
Oct 25, 2025
Full time
P/T PERMANENT WEALTH MANAGEMENT ADMINISTRATOR OLNEY 30-35K pro-rota A great opportunity has arisen to work for a family business based in Olney, where they are big enough to cope but small enough to care. They have a great client base and due to expansion are looking for an administrator to join their team. Daily duties are likely to involve:- Answering the phones and general administration Processing letters of authority/new business Providing support to the advisers Take part in meetings with providers Take responsibility for preparing and maintaining detailed client files and records. Ensure the highest compliance and organisational standards are maintained. In return, what we need from you:- Flexible attitude with great communication skills Basic knowledge of financial services industry, wealth management or similar Some familiarity with industry regulations and quality standards Solid computer skills, including Microsoft Office and relational databases and software. Team player, excellent verbal and written communication skills Use of initiative along with exceptional client service levels Willingness to learn the business and grow with the company This role is subject to satisfactory references and the necessary credit checks due to the nature of the industry What is in it for you? Flexible hours, this can be between hours per week but please note this is in the office, not remote or hybrid working Flexible on the days/hours you work. So although this will need to be confirmed from the outset, it could be two full days, or three days, e.g 10am 3pm so it can be worked around any commitments you may have. Opportunity to work for a well established organisation Free onsite parking. We envisage this role to start sometime in November or early December so interviews are likely to be scheduled over the next couple of weeks so that the ideal candidate can give notice if needed. So, if you are interested and want an immediate opportunity, please apply immediately with your cv Thank you for your interest in this position. It is with regret that we are unable to respond personally to each individual application due to the high volume of cv s we receive daily. However, your application will be reviewed within a two day working period. If you do not hear from us within this time, you have unfortunately been unsuccessful on this occasion. This vacancy is being advertised by M.A.S Resourcing who are acting as an employment agency / business.
Job Title: Project Coordinator Location: Newbury Salary: Competitive Job Type: Full Time, Permanent At Netteam tX, we recognise and develop talent, and look to retain talent through the creation of career opportunities, lateral and horizontal. Our culture is centered around our belief in continually refining our skills and knowledge, collectively as a team as well as individually. We actively encourage creativity and innovation, and we strongly believe that it is our people that make us great. About the role: As a Project Coordinator, you will play a key role in ensuring the smooth coordination of all activities within our Professional Services (PS) function. You will be responsible for managing service requests and PS work, overseeing our calendars to optimise utilisation across both our PS and Field Engineering teams. Your role will ensure that the right engineers are in the right place at the right time, with the necessary equipment to deliver our customer solutions efficiently and effectively. By managing resources and schedules, you will directly contribute to maximising revenue and supporting the overall success of this business area. Responsibilities: Schedule incoming projects and assigning Engineers Arranging and attending internal Kick-off calls and planning meetings Create initial project work plans Communicate with clients about project progress and status updates Track and manage project budgets Coordinate required project procurement Monitor and act on daily and weekly project board governance Accurately document project progress, including updating Autotask workplans Liaise and coordinate with 3rd parties Contribute to Risk Management Reviews Plan project handover calls with internal teams and project closure calls with client Take meeting notes and document them for future reference Ensure that all documents, trackers, and related materials are kept up to date and stored appropriately in the correct drives Assist with any additional tasks or responsibilities as needed Maintain information security by complying with the company's Information Security Management System (ISMS) and all relevant policies About you: Experience: Project scheduling and coordination experience is an absolute must, ideally within an IT environment Experience coordinating a high volume of concurrent projects Experience working with external clients Excellent communication and customer service skills High attention to detail Highly organised with the ability to multitask Previous experience within an MSP environment is desirable Autotask experience is desirable Project management certification would be advantageous Personal Attributes: Possesses good written and verbal communication skills and the ability to communicate complex technical issues to non-technical clients. Keen to research new products and information around technical solutions that could provide answers and solve problems that benefit the whole team. Feel that every day is a day of learning and knowledge. Harnesses pressure to deliver results. Full UK driving license and use of own vehicle Why join us? We make work life balance a normal, not a benefit Some flexibility to work from home A fun and productive place to work Workplace Pension Comprehensive inhouse and external training offered Great team of people to work alongside Competitive salary that reflects your skills and experience Diversity and Inclusion: We are proactively committed to creating a diverse workforce at Netteam tX. We value diversity and inclusion; we want to attract the best people for all our roles. This is regardless of age, ethnicity, sexual orientation, gender, disability, socioeconomic status or religious beliefs. Other: In line with our recruitment policy and client expectation, some roles will be subject to a basic DBS disclosure. Please click on the APPLY button to send your CV for this role Candidates with experience of: Project Management Coordinator, Project Workflow Coordinator, Project Operations Assistant, Project Coordination Administrator, IT Project Support Coordinator, IT Project Scheduler may also be considered for this role.
Oct 25, 2025
Full time
Job Title: Project Coordinator Location: Newbury Salary: Competitive Job Type: Full Time, Permanent At Netteam tX, we recognise and develop talent, and look to retain talent through the creation of career opportunities, lateral and horizontal. Our culture is centered around our belief in continually refining our skills and knowledge, collectively as a team as well as individually. We actively encourage creativity and innovation, and we strongly believe that it is our people that make us great. About the role: As a Project Coordinator, you will play a key role in ensuring the smooth coordination of all activities within our Professional Services (PS) function. You will be responsible for managing service requests and PS work, overseeing our calendars to optimise utilisation across both our PS and Field Engineering teams. Your role will ensure that the right engineers are in the right place at the right time, with the necessary equipment to deliver our customer solutions efficiently and effectively. By managing resources and schedules, you will directly contribute to maximising revenue and supporting the overall success of this business area. Responsibilities: Schedule incoming projects and assigning Engineers Arranging and attending internal Kick-off calls and planning meetings Create initial project work plans Communicate with clients about project progress and status updates Track and manage project budgets Coordinate required project procurement Monitor and act on daily and weekly project board governance Accurately document project progress, including updating Autotask workplans Liaise and coordinate with 3rd parties Contribute to Risk Management Reviews Plan project handover calls with internal teams and project closure calls with client Take meeting notes and document them for future reference Ensure that all documents, trackers, and related materials are kept up to date and stored appropriately in the correct drives Assist with any additional tasks or responsibilities as needed Maintain information security by complying with the company's Information Security Management System (ISMS) and all relevant policies About you: Experience: Project scheduling and coordination experience is an absolute must, ideally within an IT environment Experience coordinating a high volume of concurrent projects Experience working with external clients Excellent communication and customer service skills High attention to detail Highly organised with the ability to multitask Previous experience within an MSP environment is desirable Autotask experience is desirable Project management certification would be advantageous Personal Attributes: Possesses good written and verbal communication skills and the ability to communicate complex technical issues to non-technical clients. Keen to research new products and information around technical solutions that could provide answers and solve problems that benefit the whole team. Feel that every day is a day of learning and knowledge. Harnesses pressure to deliver results. Full UK driving license and use of own vehicle Why join us? We make work life balance a normal, not a benefit Some flexibility to work from home A fun and productive place to work Workplace Pension Comprehensive inhouse and external training offered Great team of people to work alongside Competitive salary that reflects your skills and experience Diversity and Inclusion: We are proactively committed to creating a diverse workforce at Netteam tX. We value diversity and inclusion; we want to attract the best people for all our roles. This is regardless of age, ethnicity, sexual orientation, gender, disability, socioeconomic status or religious beliefs. Other: In line with our recruitment policy and client expectation, some roles will be subject to a basic DBS disclosure. Please click on the APPLY button to send your CV for this role Candidates with experience of: Project Management Coordinator, Project Workflow Coordinator, Project Operations Assistant, Project Coordination Administrator, IT Project Support Coordinator, IT Project Scheduler may also be considered for this role.
? Junior Paraplanner Cannock (WS11) £30,000 DOE ? Study Support ? 25 Days HolidayWe're on the hunt for a Junior Paraplanner who's sharp, detail-oriented, and ambitious about building a long-term career in financial planning.This is a fantastic opportunity for someone already working in financial services - perhaps as an IFA Administrator or Trainee Paraplanner - who's ready to take that next step.At Concept Financial Services , we're passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers , you'll play a key part in supporting them to deliver outstanding advice and service. What You'll Be Doing Assisting in the preparation of financial plans, reports, and recommendations Researching investments, pensions, and protection products Drafting suitability reports in line with compliance requirements Working closely with advisers to gather client information and build accurate records Liaising with providers and keeping up-to-date with industry changes ? What We're Looking For Already working in financial services (IFA admin, trainee paraplanner, or similar) Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent) Excellent attention to detail, organised, and proactive Strong written and verbal communication skills Familiarity with financial planning software (e.g. Xplan) is a bonus ? What You'll Get Salary up to £30,000 DOE Full study support to achieve your qualifications A clear progression path (Senior Paraplanner or future Adviser) 25 days holiday + bank holidays Supportive, close-knit team environment Primarily office-based role in Cannock (WS11), with a little flexibility when needed If you're ready to step up in your career and join a firm where your development is genuinely supported, we'd love to hear from you.
Oct 25, 2025
Full time
? Junior Paraplanner Cannock (WS11) £30,000 DOE ? Study Support ? 25 Days HolidayWe're on the hunt for a Junior Paraplanner who's sharp, detail-oriented, and ambitious about building a long-term career in financial planning.This is a fantastic opportunity for someone already working in financial services - perhaps as an IFA Administrator or Trainee Paraplanner - who's ready to take that next step.At Concept Financial Services , we're passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers , you'll play a key part in supporting them to deliver outstanding advice and service. What You'll Be Doing Assisting in the preparation of financial plans, reports, and recommendations Researching investments, pensions, and protection products Drafting suitability reports in line with compliance requirements Working closely with advisers to gather client information and build accurate records Liaising with providers and keeping up-to-date with industry changes ? What We're Looking For Already working in financial services (IFA admin, trainee paraplanner, or similar) Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent) Excellent attention to detail, organised, and proactive Strong written and verbal communication skills Familiarity with financial planning software (e.g. Xplan) is a bonus ? What You'll Get Salary up to £30,000 DOE Full study support to achieve your qualifications A clear progression path (Senior Paraplanner or future Adviser) 25 days holiday + bank holidays Supportive, close-knit team environment Primarily office-based role in Cannock (WS11), with a little flexibility when needed If you're ready to step up in your career and join a firm where your development is genuinely supported, we'd love to hear from you.
Junior Paraplanner Cannock (WS11) £30,000 DOE Study Support 25 Days Holiday We re on the hunt for a Junior Paraplanner who s sharp, detail-oriented, and ambitious about building a long-term career in financial planning. This is a fantastic opportunity for someone already working in financial services perhaps as an IFA Administrator or Trainee Paraplanner who s ready to take that next step. At Concept Financial Services , we re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers , you ll play a key part in supporting them to deliver outstanding advice and service. What You ll Be Doing Assisting in the preparation of financial plans, reports, and recommendations Researching investments, pensions, and protection products Drafting suitability reports in line with compliance requirements Working closely with advisers to gather client information and build accurate records Liaising with providers and keeping up-to-date with industry changes What We re Looking For Already working in financial services (IFA admin, trainee paraplanner, or similar) Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent) Excellent attention to detail, organised, and proactive Strong written and verbal communication skills Familiarity with financial planning software (e.g. Xplan) is a bonus What You ll Get Salary up to £30,000 DOE Full study support to achieve your qualifications A clear progression path (Senior Paraplanner or future Adviser) 25 days holiday + bank holidays Supportive, close-knit team environment Primarily office-based role in Cannock (WS11), with a little flexibility when needed If you re ready to step up in your career and join a firm where your development is genuinely supported, we d love to hear from you.
Oct 25, 2025
Full time
Junior Paraplanner Cannock (WS11) £30,000 DOE Study Support 25 Days Holiday We re on the hunt for a Junior Paraplanner who s sharp, detail-oriented, and ambitious about building a long-term career in financial planning. This is a fantastic opportunity for someone already working in financial services perhaps as an IFA Administrator or Trainee Paraplanner who s ready to take that next step. At Concept Financial Services , we re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers , you ll play a key part in supporting them to deliver outstanding advice and service. What You ll Be Doing Assisting in the preparation of financial plans, reports, and recommendations Researching investments, pensions, and protection products Drafting suitability reports in line with compliance requirements Working closely with advisers to gather client information and build accurate records Liaising with providers and keeping up-to-date with industry changes What We re Looking For Already working in financial services (IFA admin, trainee paraplanner, or similar) Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent) Excellent attention to detail, organised, and proactive Strong written and verbal communication skills Familiarity with financial planning software (e.g. Xplan) is a bonus What You ll Get Salary up to £30,000 DOE Full study support to achieve your qualifications A clear progression path (Senior Paraplanner or future Adviser) 25 days holiday + bank holidays Supportive, close-knit team environment Primarily office-based role in Cannock (WS11), with a little flexibility when needed If you re ready to step up in your career and join a firm where your development is genuinely supported, we d love to hear from you.
HR Manager (Operations) Birmingham City Centre 45,000 - 55,000 (Depending on Experience) Bell Cornwall Recruitment are excited to be working alongside one of the largest law firms in the UK, looking to add an HR Operations Manager to their team based in Birmingham City Centre to oversee the daily operations of the HR administration team. Duties of the role include (but are not limited to): Leading and managing a team of administrators, providing guidance and support Working with the wider HR team to provide development opportunities Ensure administrators are trained and compliant with the HR process leading and overseeing the on boarding process Monitor and analyse HR metrics to identify trends and areas for improvement The ideal candidate: Proven HR experience in operations, preferably within professional services CIPD qualified Excellent organisation First class written and verbal communication skills Able to work effectively both on an individual level and as part of a team This is a brilliant opportunity for someone to looking to enhance their career in HR operations Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Oct 25, 2025
Full time
HR Manager (Operations) Birmingham City Centre 45,000 - 55,000 (Depending on Experience) Bell Cornwall Recruitment are excited to be working alongside one of the largest law firms in the UK, looking to add an HR Operations Manager to their team based in Birmingham City Centre to oversee the daily operations of the HR administration team. Duties of the role include (but are not limited to): Leading and managing a team of administrators, providing guidance and support Working with the wider HR team to provide development opportunities Ensure administrators are trained and compliant with the HR process leading and overseeing the on boarding process Monitor and analyse HR metrics to identify trends and areas for improvement The ideal candidate: Proven HR experience in operations, preferably within professional services CIPD qualified Excellent organisation First class written and verbal communication skills Able to work effectively both on an individual level and as part of a team This is a brilliant opportunity for someone to looking to enhance their career in HR operations Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Job Title: IFA Administrator Location: Shrewsbury (Fully Office-Based) Salary: £25,000 - £30,000 DOE Job Type: Full-Time Study Support Available About the Role: We are looking for a professional and detail-focused IFA Administrator to join our established financial services team in Shrewsbury. This is a fantastic opportunity for someone with previous experience in an IFA environment who is looking to build a long-term career within a supportive and professional office. Key Responsibilities: Provide high-quality administrative support to a team of Independent Financial Advisers (IFAs) Process new business applications and ongoing client servicing requirements Liaise with clients, providers, and colleagues to ensure smooth and timely processing of work Prepare documentation and reports for client meetings and annual reviews Maintain accurate client records and ensure compliance with FCA regulations Support the financial planning process, ensuring all files are audit-ready What We're Looking For: Previous experience in an IFA or financial planning administration role is highly desirable Strong administrative, organisational, and communication skills Attention to detail and ability to manage multiple tasks efficiently Good knowledge of financial products such as pensions, investments, and protection Proficient with Microsoft Office and ideally CRM/financial software systems A positive, proactive attitude and willingness to learn Interest in or progress toward professional qualifications (e.g., CII) What We Offer: Competitive salary of £25,000 - £30,000 depending on experience Full study support towards industry qualifications A professional, fully office-based role within a supportive team Career development opportunities within a growing business Modern Shrewsbury office with a collaborative and friendly work culture
Oct 25, 2025
Full time
Job Title: IFA Administrator Location: Shrewsbury (Fully Office-Based) Salary: £25,000 - £30,000 DOE Job Type: Full-Time Study Support Available About the Role: We are looking for a professional and detail-focused IFA Administrator to join our established financial services team in Shrewsbury. This is a fantastic opportunity for someone with previous experience in an IFA environment who is looking to build a long-term career within a supportive and professional office. Key Responsibilities: Provide high-quality administrative support to a team of Independent Financial Advisers (IFAs) Process new business applications and ongoing client servicing requirements Liaise with clients, providers, and colleagues to ensure smooth and timely processing of work Prepare documentation and reports for client meetings and annual reviews Maintain accurate client records and ensure compliance with FCA regulations Support the financial planning process, ensuring all files are audit-ready What We're Looking For: Previous experience in an IFA or financial planning administration role is highly desirable Strong administrative, organisational, and communication skills Attention to detail and ability to manage multiple tasks efficiently Good knowledge of financial products such as pensions, investments, and protection Proficient with Microsoft Office and ideally CRM/financial software systems A positive, proactive attitude and willingness to learn Interest in or progress toward professional qualifications (e.g., CII) What We Offer: Competitive salary of £25,000 - £30,000 depending on experience Full study support towards industry qualifications A professional, fully office-based role within a supportive team Career development opportunities within a growing business Modern Shrewsbury office with a collaborative and friendly work culture
IFA Administrator - Leicester Salary: Up to £30,000 (depending on experience) Location: Leicester (office-based)We are seeking an experienced IFA Administrator to join our team and provide dedicated, long-term support to one of our Independent Financial Advisers. This is a fantastic opportunity for a detail-oriented professional with a strong background in Financial Services Administration, looking to progress their career in a supportive and professional environment.This is a desk-based, in-office position , where you'll play a key role in ensuring a first-class service to both clients and colleagues. Key Responsibilities Manage all Letters of Authority (LOA) processes and provider liaison. Prepare valuations, appointment packs, and undertake general administrative duties. Handle telephony with providers and clients in a professional manner. Support with cash flow modelling , portfolio comparison analytics, and attitude-to-risk questionnaires. Action fund switches and prepare corresponding suitability letters. Provide diary management and client appointment preparation for the Adviser. Process new business applications from start to completion, ensuring accuracy and compliance. Handle death claims with professionalism and empathy. Maintain clear, accurate, and compliant client records. Ensure compliance with FCA regulations , company policies, and financial crime procedures (AML, data security, anti-bribery). Keep up to date with relevant product, technical, and legislative changes. Attend team meetings, training sessions, and contribute to process improvements. Skills & Experience Required Minimum 5 years' Administration experience , with at least 2 years in Financial Services . Strong knowledge of financial services processes, regulations, and compliance (advantageous). Proficient in Microsoft Word, Excel, and Outlook. Experience with back-office systems (e.g., Xplan/Curo) is desirable. Excellent communication skills - both written and verbal. Strong organisational skills with the ability to prioritise and meet deadlines. Self-motivated, adaptable, and able to work with minimal supervision. A collaborative team player with a proactive approach and high attention to detail. Professional, courteous, and well-presented. What We Offer ? Competitive salary - up to £30,000 depending on experience.? A supportive and collaborative working environment.? Opportunity to work closely with an Adviser, gaining valuable exposure to technical areas of wealth management.? Ongoing training and development opportunities. If you're an experienced IFA Administrator or Financial Services professional looking to take the next step in your career, we'd love to hear from you.
Oct 25, 2025
Full time
IFA Administrator - Leicester Salary: Up to £30,000 (depending on experience) Location: Leicester (office-based)We are seeking an experienced IFA Administrator to join our team and provide dedicated, long-term support to one of our Independent Financial Advisers. This is a fantastic opportunity for a detail-oriented professional with a strong background in Financial Services Administration, looking to progress their career in a supportive and professional environment.This is a desk-based, in-office position , where you'll play a key role in ensuring a first-class service to both clients and colleagues. Key Responsibilities Manage all Letters of Authority (LOA) processes and provider liaison. Prepare valuations, appointment packs, and undertake general administrative duties. Handle telephony with providers and clients in a professional manner. Support with cash flow modelling , portfolio comparison analytics, and attitude-to-risk questionnaires. Action fund switches and prepare corresponding suitability letters. Provide diary management and client appointment preparation for the Adviser. Process new business applications from start to completion, ensuring accuracy and compliance. Handle death claims with professionalism and empathy. Maintain clear, accurate, and compliant client records. Ensure compliance with FCA regulations , company policies, and financial crime procedures (AML, data security, anti-bribery). Keep up to date with relevant product, technical, and legislative changes. Attend team meetings, training sessions, and contribute to process improvements. Skills & Experience Required Minimum 5 years' Administration experience , with at least 2 years in Financial Services . Strong knowledge of financial services processes, regulations, and compliance (advantageous). Proficient in Microsoft Word, Excel, and Outlook. Experience with back-office systems (e.g., Xplan/Curo) is desirable. Excellent communication skills - both written and verbal. Strong organisational skills with the ability to prioritise and meet deadlines. Self-motivated, adaptable, and able to work with minimal supervision. A collaborative team player with a proactive approach and high attention to detail. Professional, courteous, and well-presented. What We Offer ? Competitive salary - up to £30,000 depending on experience.? A supportive and collaborative working environment.? Opportunity to work closely with an Adviser, gaining valuable exposure to technical areas of wealth management.? Ongoing training and development opportunities. If you're an experienced IFA Administrator or Financial Services professional looking to take the next step in your career, we'd love to hear from you.
IFA Administrator Leicester Salary: Up to £30,000 (depending on experience) Location: Leicester (office-based) We are seeking an experienced IFA Administrator to join our team and provide dedicated, long-term support to one of our Independent Financial Advisers. This is a fantastic opportunity for a detail-oriented professional with a strong background in Financial Services Administration, looking to progress their career in a supportive and professional environment. This is a desk-based, in-office position , where you ll play a key role in ensuring a first-class service to both clients and colleagues. Key Responsibilities Manage all Letters of Authority (LOA) processes and provider liaison. Prepare valuations, appointment packs, and undertake general administrative duties. Handle telephony with providers and clients in a professional manner. Support with cash flow modelling , portfolio comparison analytics, and attitude-to-risk questionnaires. Action fund switches and prepare corresponding suitability letters. Provide diary management and client appointment preparation for the Adviser. Process new business applications from start to completion, ensuring accuracy and compliance. Handle death claims with professionalism and empathy. Maintain clear, accurate, and compliant client records. Ensure compliance with FCA regulations , company policies, and financial crime procedures (AML, data security, anti-bribery). Keep up to date with relevant product, technical, and legislative changes. Attend team meetings, training sessions, and contribute to process improvements. Skills & Experience Required Minimum 5 years Administration experience , with at least 2 years in Financial Services . Strong knowledge of financial services processes, regulations, and compliance (advantageous). Proficient in Microsoft Word, Excel, and Outlook. Experience with back-office systems (e.g., Xplan/Curo) is desirable. Excellent communication skills both written and verbal. Strong organisational skills with the ability to prioritise and meet deadlines. Self-motivated, adaptable, and able to work with minimal supervision. A collaborative team player with a proactive approach and high attention to detail. Professional, courteous, and well-presented. What We Offer Competitive salary up to £30,000 depending on experience. A supportive and collaborative working environment. Opportunity to work closely with an Adviser, gaining valuable exposure to technical areas of wealth management. Ongoing training and development opportunities. If you re an experienced IFA Administrator or Financial Services professional looking to take the next step in your career, we d love to hear from you.
Oct 25, 2025
Full time
IFA Administrator Leicester Salary: Up to £30,000 (depending on experience) Location: Leicester (office-based) We are seeking an experienced IFA Administrator to join our team and provide dedicated, long-term support to one of our Independent Financial Advisers. This is a fantastic opportunity for a detail-oriented professional with a strong background in Financial Services Administration, looking to progress their career in a supportive and professional environment. This is a desk-based, in-office position , where you ll play a key role in ensuring a first-class service to both clients and colleagues. Key Responsibilities Manage all Letters of Authority (LOA) processes and provider liaison. Prepare valuations, appointment packs, and undertake general administrative duties. Handle telephony with providers and clients in a professional manner. Support with cash flow modelling , portfolio comparison analytics, and attitude-to-risk questionnaires. Action fund switches and prepare corresponding suitability letters. Provide diary management and client appointment preparation for the Adviser. Process new business applications from start to completion, ensuring accuracy and compliance. Handle death claims with professionalism and empathy. Maintain clear, accurate, and compliant client records. Ensure compliance with FCA regulations , company policies, and financial crime procedures (AML, data security, anti-bribery). Keep up to date with relevant product, technical, and legislative changes. Attend team meetings, training sessions, and contribute to process improvements. Skills & Experience Required Minimum 5 years Administration experience , with at least 2 years in Financial Services . Strong knowledge of financial services processes, regulations, and compliance (advantageous). Proficient in Microsoft Word, Excel, and Outlook. Experience with back-office systems (e.g., Xplan/Curo) is desirable. Excellent communication skills both written and verbal. Strong organisational skills with the ability to prioritise and meet deadlines. Self-motivated, adaptable, and able to work with minimal supervision. A collaborative team player with a proactive approach and high attention to detail. Professional, courteous, and well-presented. What We Offer Competitive salary up to £30,000 depending on experience. A supportive and collaborative working environment. Opportunity to work closely with an Adviser, gaining valuable exposure to technical areas of wealth management. Ongoing training and development opportunities. If you re an experienced IFA Administrator or Financial Services professional looking to take the next step in your career, we d love to hear from you.
Lloyd Recruitment Services are looking to recruit a Recruitment Consultant who is seeking to work in an established branch and reap the rewards of working for a company currently celebrating its 29th year in business! The role is based in our Epsom branch, 2 minutes walk from the train station and based in Epsom High street The successful candidate will join a close-knit team and will be working on warm accounts whilst increasing new business opportunities. This is a 360-degree role where you will be managing a desk and reaping the rewards of working for a privately owned organisation! The role Identifying and targeting new businesses and generating new vacancy opportunities through close client contact Manage your own desk being responsible for the full 360 recruitment cycle You will be working in a focused and targeted environment You will be expected to manage your day to day desk, candidate interviews and maintain professional relationships with candidates and clients. You will be supported by a branch resourcer /administrator who in turn will help you place candidates and make money Requirements A minimum of 2 years recruitment experience (consultant level) or Sales experience in a B2B environment Proven ability of bringing in new accounts Able to further current business Target driven whilst also being a team player You need to be able to think on your feet and juggle a number of tasks at one time Proactive approach to all aspects of the role You will need to have tenacity and resilience. You will need to have strong presentation and communication skills, both verbal and written Creative and forwarding thinking Excellent IT skills In return we will offer you the opportunity to work for a privately owned recruitment company with branches in Surrey and Sussex. No red tape! Just a genuine opportunity to manage your own desk and in turn be rewarded for your hard work! Our staff retention rates are high as we treat all our staff on an individual basis offering flexibility where ever possible! Our office environments are fun and friendly, where hard work and good results don't go unnoticed! The package will include a competitive salary, uncapped commission (paid monthly), 2 staff annual events and quarterly branch outings, Season ticket loans, Birthday off work and other company benefits.
Oct 25, 2025
Full time
Lloyd Recruitment Services are looking to recruit a Recruitment Consultant who is seeking to work in an established branch and reap the rewards of working for a company currently celebrating its 29th year in business! The role is based in our Epsom branch, 2 minutes walk from the train station and based in Epsom High street The successful candidate will join a close-knit team and will be working on warm accounts whilst increasing new business opportunities. This is a 360-degree role where you will be managing a desk and reaping the rewards of working for a privately owned organisation! The role Identifying and targeting new businesses and generating new vacancy opportunities through close client contact Manage your own desk being responsible for the full 360 recruitment cycle You will be working in a focused and targeted environment You will be expected to manage your day to day desk, candidate interviews and maintain professional relationships with candidates and clients. You will be supported by a branch resourcer /administrator who in turn will help you place candidates and make money Requirements A minimum of 2 years recruitment experience (consultant level) or Sales experience in a B2B environment Proven ability of bringing in new accounts Able to further current business Target driven whilst also being a team player You need to be able to think on your feet and juggle a number of tasks at one time Proactive approach to all aspects of the role You will need to have tenacity and resilience. You will need to have strong presentation and communication skills, both verbal and written Creative and forwarding thinking Excellent IT skills In return we will offer you the opportunity to work for a privately owned recruitment company with branches in Surrey and Sussex. No red tape! Just a genuine opportunity to manage your own desk and in turn be rewarded for your hard work! Our staff retention rates are high as we treat all our staff on an individual basis offering flexibility where ever possible! Our office environments are fun and friendly, where hard work and good results don't go unnoticed! The package will include a competitive salary, uncapped commission (paid monthly), 2 staff annual events and quarterly branch outings, Season ticket loans, Birthday off work and other company benefits.
Job Title: Paraplanner Location: Midlands Salary: Up to £50,000 (depending on experience) About the Role We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports. Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required. Ensure all client information is collected in line with 'know your client' principles and company policy. Confirm compliance documentation is accurate and complete at the time of presenting suitability reports. Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation. Ensure client declarations and authorisations are in place before any transactions occur. Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews. Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience Minimum 2 years' experience in a Paraplanning role at an IFA firm. Experience across a variety of financial products with a strong understanding of the full financial planning process. Qualifications: DipPFS or equivalent Level 4 qualification. Excellent client communication and relationship management skills. Strong team working, planning, and prioritisation abilities. Proficient in using IT software systems. High standards of honesty, integrity, dependability, and personal commitment. Ability to work independently to achieve agreed outcomes. Adaptable, enthusiastic, and committed to delivering quality service. The Package Salary: Up to £50,000 depending on experience Pension: Employer contribution of 3% with salary sacrifice for employee contributions Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days) Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support
Oct 25, 2025
Full time
Job Title: Paraplanner Location: Midlands Salary: Up to £50,000 (depending on experience) About the Role We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports. Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required. Ensure all client information is collected in line with 'know your client' principles and company policy. Confirm compliance documentation is accurate and complete at the time of presenting suitability reports. Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation. Ensure client declarations and authorisations are in place before any transactions occur. Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews. Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience Minimum 2 years' experience in a Paraplanning role at an IFA firm. Experience across a variety of financial products with a strong understanding of the full financial planning process. Qualifications: DipPFS or equivalent Level 4 qualification. Excellent client communication and relationship management skills. Strong team working, planning, and prioritisation abilities. Proficient in using IT software systems. High standards of honesty, integrity, dependability, and personal commitment. Ability to work independently to achieve agreed outcomes. Adaptable, enthusiastic, and committed to delivering quality service. The Package Salary: Up to £50,000 depending on experience Pension: Employer contribution of 3% with salary sacrifice for employee contributions Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days) Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support
Job Title: IFA Administrator Location: Shrewsbury (Fully Office-Based) Salary: £25,000 - £30,000 DOE Job Type: Full-Time Study Support Available About the Role: We are looking for a professional and detail-focused IFA Administrator to join our established financial services team in Shrewsbury. This is a fantastic opportunity for someone with previous experience in an IFA environment who is looking to build a long-term career within a supportive and professional office. Key Responsibilities: Provide high-quality administrative support to a team of Independent Financial Advisers (IFAs) Process new business applications and ongoing client servicing requirements Liaise with clients, providers, and colleagues to ensure smooth and timely processing of work Prepare documentation and reports for client meetings and annual reviews Maintain accurate client records and ensure compliance with FCA regulations Support the financial planning process, ensuring all files are audit-ready What We're Looking For: Previous experience in an IFA or financial planning administration role is highly desirable Strong administrative, organisational, and communication skills Attention to detail and ability to manage multiple tasks efficiently Good knowledge of financial products such as pensions, investments, and protection Proficient with Microsoft Office and ideally CRM/financial software systems A positive, proactive attitude and willingness to learn Interest in or progress toward professional qualifications (e.g., CII) What We Offer: Competitive salary of £25,000 - £30,000 depending on experience Full study support towards industry qualifications A professional, fully office-based role within a supportive team Career development opportunities within a growing business Modern Shrewsbury office with a collaborative and friendly work culture
Oct 25, 2025
Full time
Job Title: IFA Administrator Location: Shrewsbury (Fully Office-Based) Salary: £25,000 - £30,000 DOE Job Type: Full-Time Study Support Available About the Role: We are looking for a professional and detail-focused IFA Administrator to join our established financial services team in Shrewsbury. This is a fantastic opportunity for someone with previous experience in an IFA environment who is looking to build a long-term career within a supportive and professional office. Key Responsibilities: Provide high-quality administrative support to a team of Independent Financial Advisers (IFAs) Process new business applications and ongoing client servicing requirements Liaise with clients, providers, and colleagues to ensure smooth and timely processing of work Prepare documentation and reports for client meetings and annual reviews Maintain accurate client records and ensure compliance with FCA regulations Support the financial planning process, ensuring all files are audit-ready What We're Looking For: Previous experience in an IFA or financial planning administration role is highly desirable Strong administrative, organisational, and communication skills Attention to detail and ability to manage multiple tasks efficiently Good knowledge of financial products such as pensions, investments, and protection Proficient with Microsoft Office and ideally CRM/financial software systems A positive, proactive attitude and willingness to learn Interest in or progress toward professional qualifications (e.g., CII) What We Offer: Competitive salary of £25,000 - £30,000 depending on experience Full study support towards industry qualifications A professional, fully office-based role within a supportive team Career development opportunities within a growing business Modern Shrewsbury office with a collaborative and friendly work culture
Warehouse Administrator 06:00 - 14:00 Chesterfield 12.21 per hour Are you organised, proactive and ready to be part of a growing operation? Barker Ross are currently looking for a Warehouse Administrator to support our clients site in Chesterfield on a morning shift. Details : This Particular client is a smart connectivity solutions provider delivering manufacturing, networking, cable & connectivity services and managed solutions; an exciting opportunity to be part of a modern operation handling smart meter returns and dispatches Role & Responsibilities 1. Oversee and maintain warehouse records, stock databases, and documentation 2. Coordinate inbound/outbound goods movements and scheduling 3. Liaise with internal teams (operations, purchasing, distribution) to ensure smooth flow 4. Perform cycle counts, stock reconciliation, and reporting 5. Ensure compliance with health & safety and warehouse procedures 6. Support the team with administrative tasks (data entry, order queries, etc.) What we're looking for 1. Previous experience in a warehouse or logistics admin role (or similar) 2. Strong attention to detail, accuracy, and numerical skills 3. Good IT literacy (MS Excel / warehouse management systems) 4. A proactive mindset and ability to multitask under pressure 5. Good communication and teamwork skills 6. Ability to work the 06:00-14:00 shift reliably What we offer 1. Competitive hourly rate of 12.21 2. A chance to join a forward-thinking company at a growing site 3. Training and development opportunities 4. A supportive working environment If you're ready to take on a new challenge with a supportive team, contribute to a high-performing team, and help us grow our logistics operations, we want to hear from you! client Barker Ross Group values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
Oct 25, 2025
Full time
Warehouse Administrator 06:00 - 14:00 Chesterfield 12.21 per hour Are you organised, proactive and ready to be part of a growing operation? Barker Ross are currently looking for a Warehouse Administrator to support our clients site in Chesterfield on a morning shift. Details : This Particular client is a smart connectivity solutions provider delivering manufacturing, networking, cable & connectivity services and managed solutions; an exciting opportunity to be part of a modern operation handling smart meter returns and dispatches Role & Responsibilities 1. Oversee and maintain warehouse records, stock databases, and documentation 2. Coordinate inbound/outbound goods movements and scheduling 3. Liaise with internal teams (operations, purchasing, distribution) to ensure smooth flow 4. Perform cycle counts, stock reconciliation, and reporting 5. Ensure compliance with health & safety and warehouse procedures 6. Support the team with administrative tasks (data entry, order queries, etc.) What we're looking for 1. Previous experience in a warehouse or logistics admin role (or similar) 2. Strong attention to detail, accuracy, and numerical skills 3. Good IT literacy (MS Excel / warehouse management systems) 4. A proactive mindset and ability to multitask under pressure 5. Good communication and teamwork skills 6. Ability to work the 06:00-14:00 shift reliably What we offer 1. Competitive hourly rate of 12.21 2. A chance to join a forward-thinking company at a growing site 3. Training and development opportunities 4. A supportive working environment If you're ready to take on a new challenge with a supportive team, contribute to a high-performing team, and help us grow our logistics operations, we want to hear from you! client Barker Ross Group values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
Service Administrator job, Farnborough, Hampshire, paying up to £29k per annum and benefits Your new company You will be joining a well-established, forward-thinking and growing organisation based in modern offices in Farnborough. This company is known for its commitment to excellence and innovation in its service offering, offering a dynamic and supportive working environment. Your new role As a Service Administrator, you will play a pivotal role in ensuring the smooth running of operations. You'll be responsible for a wide range of administrative tasks that support both internal teams and external clients. This is a fast-paced role that requires excellent organisational skills, attention to detail, and the ability to manage multiple priorities. Key responsibilities include: Handling and logging calls, responding to emails, and liaising with Ops ManagersManaging service updates and escalations for key customersReviewing and signing off completed servicesIssuing rotasManaging customer feedback and KPIsEditing and monitoring service schedules for teamsProviding daily service updates to clients What you'll need to succeed You'll need proven experience in an administration role, ideally within a technical or engineering environment. Strong communication skills, proficiency in MS Office, and the ability to work collaboratively with teams and clients are essential. Experience with customer portals and managing multiple tasks under pressure will be highly beneficial. What you'll get in return Competitive salary and benefits package up to £29k25 days annual leave + bank holidaysModern office environmentSupportive team culture and opportunities for developmentExposure to a dynamic and growing industry 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 Nicola Norrington for a confidential discussion on your career. #
Oct 25, 2025
Full time
Service Administrator job, Farnborough, Hampshire, paying up to £29k per annum and benefits Your new company You will be joining a well-established, forward-thinking and growing organisation based in modern offices in Farnborough. This company is known for its commitment to excellence and innovation in its service offering, offering a dynamic and supportive working environment. Your new role As a Service Administrator, you will play a pivotal role in ensuring the smooth running of operations. You'll be responsible for a wide range of administrative tasks that support both internal teams and external clients. This is a fast-paced role that requires excellent organisational skills, attention to detail, and the ability to manage multiple priorities. Key responsibilities include: Handling and logging calls, responding to emails, and liaising with Ops ManagersManaging service updates and escalations for key customersReviewing and signing off completed servicesIssuing rotasManaging customer feedback and KPIsEditing and monitoring service schedules for teamsProviding daily service updates to clients What you'll need to succeed You'll need proven experience in an administration role, ideally within a technical or engineering environment. Strong communication skills, proficiency in MS Office, and the ability to work collaboratively with teams and clients are essential. Experience with customer portals and managing multiple tasks under pressure will be highly beneficial. What you'll get in return Competitive salary and benefits package up to £29k25 days annual leave + bank holidaysModern office environmentSupportive team culture and opportunities for developmentExposure to a dynamic and growing industry 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 Nicola Norrington for a confidential discussion on your career. #
Financial Services Administrator - Wealth Management (Hybrid Working) Location: South of York A well-established and forward-thinking wealth management firm based to the south of York is seeking a professional and detail-oriented Financial Services Administrator to join their growing team. This is a hybrid role offering flexibility around location and working arrangements. The firm offers a highly attractive package and a supportive environment, with genuine opportunities for career development for those who are ambitious and committed to excellence. Key Responsibilities: Provide administrative support to financial advisers and paraplanners Process new business applications and maintain accurate client records Liaise with providers and clients to ensure smooth onboarding and servicing Prepare documentation and reports for client meetings Ensure compliance with regulatory requirements and internal procedures Ideal Candidate: Previous experience in financial services administration (IFA or wealth management environment preferred) Strong organisational and communication skills Proficient in using financial platforms and CRM systems Ability to work independently and as part of a team A proactive attitude and commitment to delivering high standards What's on Offer: Hybrid working with flexibility around location Competitive salary (dependent on experience) Supportive team culture with opportunities for progression Exposure to a high-quality client base and professional environment This is a fantastic opportunity for someone looking to build a long-term career in financial services within a firm that values its people and invests in their future.
Oct 25, 2025
Full time
Financial Services Administrator - Wealth Management (Hybrid Working) Location: South of York A well-established and forward-thinking wealth management firm based to the south of York is seeking a professional and detail-oriented Financial Services Administrator to join their growing team. This is a hybrid role offering flexibility around location and working arrangements. The firm offers a highly attractive package and a supportive environment, with genuine opportunities for career development for those who are ambitious and committed to excellence. Key Responsibilities: Provide administrative support to financial advisers and paraplanners Process new business applications and maintain accurate client records Liaise with providers and clients to ensure smooth onboarding and servicing Prepare documentation and reports for client meetings Ensure compliance with regulatory requirements and internal procedures Ideal Candidate: Previous experience in financial services administration (IFA or wealth management environment preferred) Strong organisational and communication skills Proficient in using financial platforms and CRM systems Ability to work independently and as part of a team A proactive attitude and commitment to delivering high standards What's on Offer: Hybrid working with flexibility around location Competitive salary (dependent on experience) Supportive team culture with opportunities for progression Exposure to a high-quality client base and professional environment This is a fantastic opportunity for someone looking to build a long-term career in financial services within a firm that values its people and invests in their future.
Financial Services Administrator - Wealth Management (Hybrid Working) Location: South of York A well-established and forward-thinking wealth management firm based to the south of York is seeking a professional and detail-oriented Financial Services Administrator to join their growing team. This is a hybrid role offering flexibility around location and working arrangements. The firm offers a highly attractive package and a supportive environment, with genuine opportunities for career development for those who are ambitious and committed to excellence. Key Responsibilities: Provide administrative support to financial advisers and paraplanners Process new business applications and maintain accurate client records Liaise with providers and clients to ensure smooth onboarding and servicing Prepare documentation and reports for client meetings Ensure compliance with regulatory requirements and internal procedures Ideal Candidate: Previous experience in financial services administration (IFA or wealth management environment preferred) Strong organisational and communication skills Proficient in using financial platforms and CRM systems Ability to work independently and as part of a team A proactive attitude and commitment to delivering high standards What's on Offer: Hybrid working with flexibility around location Competitive salary (dependent on experience) Supportive team culture with opportunities for progression Exposure to a high-quality client base and professional environment This is a fantastic opportunity for someone looking to build a long-term career in financial services within a firm that values its people and invests in their future.
Oct 25, 2025
Full time
Financial Services Administrator - Wealth Management (Hybrid Working) Location: South of York A well-established and forward-thinking wealth management firm based to the south of York is seeking a professional and detail-oriented Financial Services Administrator to join their growing team. This is a hybrid role offering flexibility around location and working arrangements. The firm offers a highly attractive package and a supportive environment, with genuine opportunities for career development for those who are ambitious and committed to excellence. Key Responsibilities: Provide administrative support to financial advisers and paraplanners Process new business applications and maintain accurate client records Liaise with providers and clients to ensure smooth onboarding and servicing Prepare documentation and reports for client meetings Ensure compliance with regulatory requirements and internal procedures Ideal Candidate: Previous experience in financial services administration (IFA or wealth management environment preferred) Strong organisational and communication skills Proficient in using financial platforms and CRM systems Ability to work independently and as part of a team A proactive attitude and commitment to delivering high standards What's on Offer: Hybrid working with flexibility around location Competitive salary (dependent on experience) Supportive team culture with opportunities for progression Exposure to a high-quality client base and professional environment This is a fantastic opportunity for someone looking to build a long-term career in financial services within a firm that values its people and invests in their future.
Your new company Financial Advisory Service Provider Your new role A Level 1 Desktop Systems Administrator is currently being sought to join the technology team in the London office. This position is fully office-based. The ideal candidate will have experience providing both remote and on-site desktop support, possess strong communication skills, and be comfortable working with executives.The role requires a proactive, punctual, and detail-oriented individual with the ability to support Windows and Mac laptops, Microsoft 365, Canon printers, and audio-visual equipment. What you'll need to succeed Strong communication and customer service skills, and have experience supporting senior stakeholders/VIP users 2+ years' experience in IT customer support, including desktop and network troubleshooting for both on-site and remote users. 1+ years' experience using ticketing systems, preferably ServiceNow. Experienced with Mobile Device Management (MDM) platforms such as Workspace ONE (preferred), Microsoft Intune, and JAMF. Preferably experience working in a Financial Services based company What you'll get in return An exciting opportunity to join an international organisation working with a major financial services organisation. Furthermore, a competitive day rate for this role will be offered in addition to your own dedicated Hays Consultant to guide you through every step of the application process. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Oct 25, 2025
Contractor
Your new company Financial Advisory Service Provider Your new role A Level 1 Desktop Systems Administrator is currently being sought to join the technology team in the London office. This position is fully office-based. The ideal candidate will have experience providing both remote and on-site desktop support, possess strong communication skills, and be comfortable working with executives.The role requires a proactive, punctual, and detail-oriented individual with the ability to support Windows and Mac laptops, Microsoft 365, Canon printers, and audio-visual equipment. What you'll need to succeed Strong communication and customer service skills, and have experience supporting senior stakeholders/VIP users 2+ years' experience in IT customer support, including desktop and network troubleshooting for both on-site and remote users. 1+ years' experience using ticketing systems, preferably ServiceNow. Experienced with Mobile Device Management (MDM) platforms such as Workspace ONE (preferred), Microsoft Intune, and JAMF. Preferably experience working in a Financial Services based company What you'll get in return An exciting opportunity to join an international organisation working with a major financial services organisation. Furthermore, a competitive day rate for this role will be offered in addition to your own dedicated Hays Consultant to guide you through every step of the application process. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
As a Senior Payroll & Pensions Administrator , you will play a key leadership role in supporting schools and academies through the delivery of expert payroll and pension administration services. You will be the escalation point for complex pension queries, providing guidance, oversight, and mentorship to the wider team click apply for full job details
Oct 25, 2025
Full time
As a Senior Payroll & Pensions Administrator , you will play a key leadership role in supporting schools and academies through the delivery of expert payroll and pension administration services. You will be the escalation point for complex pension queries, providing guidance, oversight, and mentorship to the wider team click apply for full job details
Administrator Scotland - Hybrid Permanent - Full Time Competitive Salary + Flexible Benefits Summary Freedom is currently recruiting for an enthusiastic administrator to work as part of our Project Services team and will be based in Scotland. As administrator, the post holder will work with colleagues across the SSEN LCD Framework, a large scale capital delivery project within the Design & Advisory business area. The administrator will contribute to the smooth running of the department through liaison with internal departments (HR, Finance, Procurement, IT, Facilities) and external suppliers. Some key deliverables in this role will include: Provide business administration support to the Design & Advisory business senior management team, as required. Support Line Managers with their team new joiners - ordering IT equipment, PPE, arranging airport transfers/accommodation if required, and carry out inductions. Organise staff training and update Dayforce/Competency Cloud Monitor overdue training, liaising with Learning and Development department. Ensure staff competency records are maintained and centrally collated Deal with leavers' equipment/PPE Providing guidance on/ Booking travel and accommodation for colleagues and on Click Travel Update organisation charts for Scotland team Coordinate internal and external audits Ensure compliance with company policies and procedures Ensure the office area is keep organised and appropriately maintained by the staff, leading the team on appropriate work-place practices. Supporting colleagues with any queries on the lone working device application (as required). Assisting with collating and providing monthly training stats to Senior Management team. Dealing with Ad-Hoc queries commensurate to the post. What we're looking for : If the above sounds exciting and something you're well versed in, then we'd love to hear from you! We're looking for an experienced, forward thinking and dedicated Administrator: GCSE grade 5 or above or equivalent in English Language (essential) Minimum two years' experience in an administration role Proficiency in MS Office (Word, Excel, PowerPoint, Visio, Project) Excellent written and verbal communication skills Self-motivated, with the ability to work with minimal supervision Good time-management skills, with the ability to prioritise tasks A 'can do' attitude with the ability to work well under pressure with a variety of tasks Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people. Some of what you can expect includes: Competitive Salary on Offer Pension with employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to suit from Dental Insurance, Gym Memberships, Give As You Earn, Travel Insurance, Tax Free Bikes. Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us : Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. You will be working as part of a team where we are committed to creating a culture where we treat each other fairly and with respect, recognising everyone as an individual. Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be
Oct 25, 2025
Full time
Administrator Scotland - Hybrid Permanent - Full Time Competitive Salary + Flexible Benefits Summary Freedom is currently recruiting for an enthusiastic administrator to work as part of our Project Services team and will be based in Scotland. As administrator, the post holder will work with colleagues across the SSEN LCD Framework, a large scale capital delivery project within the Design & Advisory business area. The administrator will contribute to the smooth running of the department through liaison with internal departments (HR, Finance, Procurement, IT, Facilities) and external suppliers. Some key deliverables in this role will include: Provide business administration support to the Design & Advisory business senior management team, as required. Support Line Managers with their team new joiners - ordering IT equipment, PPE, arranging airport transfers/accommodation if required, and carry out inductions. Organise staff training and update Dayforce/Competency Cloud Monitor overdue training, liaising with Learning and Development department. Ensure staff competency records are maintained and centrally collated Deal with leavers' equipment/PPE Providing guidance on/ Booking travel and accommodation for colleagues and on Click Travel Update organisation charts for Scotland team Coordinate internal and external audits Ensure compliance with company policies and procedures Ensure the office area is keep organised and appropriately maintained by the staff, leading the team on appropriate work-place practices. Supporting colleagues with any queries on the lone working device application (as required). Assisting with collating and providing monthly training stats to Senior Management team. Dealing with Ad-Hoc queries commensurate to the post. What we're looking for : If the above sounds exciting and something you're well versed in, then we'd love to hear from you! We're looking for an experienced, forward thinking and dedicated Administrator: GCSE grade 5 or above or equivalent in English Language (essential) Minimum two years' experience in an administration role Proficiency in MS Office (Word, Excel, PowerPoint, Visio, Project) Excellent written and verbal communication skills Self-motivated, with the ability to work with minimal supervision Good time-management skills, with the ability to prioritise tasks A 'can do' attitude with the ability to work well under pressure with a variety of tasks Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people. Some of what you can expect includes: Competitive Salary on Offer Pension with employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to suit from Dental Insurance, Gym Memberships, Give As You Earn, Travel Insurance, Tax Free Bikes. Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us : Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. You will be working as part of a team where we are committed to creating a culture where we treat each other fairly and with respect, recognising everyone as an individual. Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be
Prospero Teaching has been successfully placing teaching and support staff for over 20 years. Our network of schools, academies, and nurseries spans the UK and international markets. Our educational services are available in a wide range of educational settings; EYFS, Primary, Secondary, Further Education, SEN, and PRUs. Join a team that is passionate about education and committed to making a difference in the lives of students and teachers alike. The Role: Prospero are seeking a Compliance Manager for our fast-expanding education recruitment office in Southampton. As a Compliance Manager you will be responsible for - Ensuring compliance with all legislation, sector changes and company policies/procedures, as implemented by Head of Compliance & Safeguarding. Preparation of reports for senior management as required. Spot checks to ensure ensuring all documentation, safeguarding and vetting checks are correct and updated as necessary. Managing team Compliance Officers and Compliance Administrators Attending senior level meetings. Day to day duties will also include: Chasing candidates and Consultants for outstanding documentation - including both verbally and via email. Answering any questions from Consultants - with a continued focus on raising the general level of safeguarding and compliance knowledge across all teams. Highlighting or escalating areas of concern including those that may pose a safeguarding risk. Liaison with professional bodies, Local Authorities, Schools and candidate referees. Data input and database maintenance. Weekly reports to Senior Management. Ensuring branch compliance with all legislation, sector changes and company policies/procedures, as implemented by Head of Compliance & Safeguarding Requirements: To be successful for this role you must be able to demonstrate similar experience within a recruitment agency. We are looking for someone with impeccable attention detail, resilience and strong drive to ensure all compliance procedures and policies are adhered. We are a fast-paced business therefore we are looking to recruit an individual who is: Self-motivated Proactive Willing to go above and beyond Committed to the safety and welfare of Children and Adults at Risk A team player Professional Enthusiastic Personable, confident and able to build relationships Excellent at time management Meticulous Confident in their written and oral communication skills You will be rewarded for your hard work with a competitive salary, great work environment and fantastic career opportunities! Ready to join our mission and help us become the recruitment and training agency of choice? Apply now and become a part of the Prospero family.
Oct 25, 2025
Full time
Prospero Teaching has been successfully placing teaching and support staff for over 20 years. Our network of schools, academies, and nurseries spans the UK and international markets. Our educational services are available in a wide range of educational settings; EYFS, Primary, Secondary, Further Education, SEN, and PRUs. Join a team that is passionate about education and committed to making a difference in the lives of students and teachers alike. The Role: Prospero are seeking a Compliance Manager for our fast-expanding education recruitment office in Southampton. As a Compliance Manager you will be responsible for - Ensuring compliance with all legislation, sector changes and company policies/procedures, as implemented by Head of Compliance & Safeguarding. Preparation of reports for senior management as required. Spot checks to ensure ensuring all documentation, safeguarding and vetting checks are correct and updated as necessary. Managing team Compliance Officers and Compliance Administrators Attending senior level meetings. Day to day duties will also include: Chasing candidates and Consultants for outstanding documentation - including both verbally and via email. Answering any questions from Consultants - with a continued focus on raising the general level of safeguarding and compliance knowledge across all teams. Highlighting or escalating areas of concern including those that may pose a safeguarding risk. Liaison with professional bodies, Local Authorities, Schools and candidate referees. Data input and database maintenance. Weekly reports to Senior Management. Ensuring branch compliance with all legislation, sector changes and company policies/procedures, as implemented by Head of Compliance & Safeguarding Requirements: To be successful for this role you must be able to demonstrate similar experience within a recruitment agency. We are looking for someone with impeccable attention detail, resilience and strong drive to ensure all compliance procedures and policies are adhered. We are a fast-paced business therefore we are looking to recruit an individual who is: Self-motivated Proactive Willing to go above and beyond Committed to the safety and welfare of Children and Adults at Risk A team player Professional Enthusiastic Personable, confident and able to build relationships Excellent at time management Meticulous Confident in their written and oral communication skills You will be rewarded for your hard work with a competitive salary, great work environment and fantastic career opportunities! Ready to join our mission and help us become the recruitment and training agency of choice? Apply now and become a part of the Prospero family.
Paraplanning Administrator - Financial Planning Location: Altrincham & Hybrid Working Available Salary: £26,000 + Bonuses Full-Time Permanent NJR Recruitment is delighted to be representing a leading and well-respected financial planning firm that is looking to recruit a Paraplanning Administrator to join its growing team. This is an exciting opportunity for someone with strong administrative skills and an interest in the financial planning sector who enjoys working in a structured yet collaborative environment. The Role As a Technical Support Administrator , you will play a vital role in supporting paraplanners and advisers to deliver high-quality financial advice to clients. You'll be responsible for gathering and checking information from product providers, preparing suitability reports, and ensuring all documentation meets compliance standards. This role requires attention to detail, an interest in financial products, and a proactive approach to problem-solving. Key Responsibilities Provide administrative support to paraplanners in producing suitability reports Send Letters of Authority and gather information from providers Complete data harvests across a range of financial products to a consistent and accurate standard Prepare client review documentation and pre-meeting packs Maintain client records on Intelligent Office (iO) and ensure all data is accurate and up to date Create new business illustrations and assist with packaging suitability reports for issue to clients Identify and report potential service issues or workflow inefficiencies, suggesting improvements where possible Provide occasional support to the Investment Administration team Ensure all work adheres to compliance, Treating Customers Fairly (TCF) , and Consumer Duty principles What We're Looking For Previous experience in financial services administration or a similar technical support role Strong organisational skills with excellent attention to detail Ability to work both independently and as part of a team Proficient in Microsoft Word and Excel , with the ability to learn new systems (Intelligent Office, FE Analytics, Selectapension) Excellent interpersonal and communication skills Understanding of the financial planning process and products (desirable) Willingness to study towards CII qualifications such as: CF1 - UK Financial Services, Regulation & Ethics LP2 - Financial Services Products & Solutions R05 - Financial Protection FA1 - Life Office Administration What's on Offer Competitive salary and benefits package Hybrid working options after training Ongoing professional development and full study support Supportive, team-focused culture with strong collaboration Excellent career progression opportunities within a growing business Apply Now If you are a motivated and detail-driven individual seeking to develop your career in financial services within a forward-thinking and supportive environment, apply today NJR16166
Oct 25, 2025
Full time
Paraplanning Administrator - Financial Planning Location: Altrincham & Hybrid Working Available Salary: £26,000 + Bonuses Full-Time Permanent NJR Recruitment is delighted to be representing a leading and well-respected financial planning firm that is looking to recruit a Paraplanning Administrator to join its growing team. This is an exciting opportunity for someone with strong administrative skills and an interest in the financial planning sector who enjoys working in a structured yet collaborative environment. The Role As a Technical Support Administrator , you will play a vital role in supporting paraplanners and advisers to deliver high-quality financial advice to clients. You'll be responsible for gathering and checking information from product providers, preparing suitability reports, and ensuring all documentation meets compliance standards. This role requires attention to detail, an interest in financial products, and a proactive approach to problem-solving. Key Responsibilities Provide administrative support to paraplanners in producing suitability reports Send Letters of Authority and gather information from providers Complete data harvests across a range of financial products to a consistent and accurate standard Prepare client review documentation and pre-meeting packs Maintain client records on Intelligent Office (iO) and ensure all data is accurate and up to date Create new business illustrations and assist with packaging suitability reports for issue to clients Identify and report potential service issues or workflow inefficiencies, suggesting improvements where possible Provide occasional support to the Investment Administration team Ensure all work adheres to compliance, Treating Customers Fairly (TCF) , and Consumer Duty principles What We're Looking For Previous experience in financial services administration or a similar technical support role Strong organisational skills with excellent attention to detail Ability to work both independently and as part of a team Proficient in Microsoft Word and Excel , with the ability to learn new systems (Intelligent Office, FE Analytics, Selectapension) Excellent interpersonal and communication skills Understanding of the financial planning process and products (desirable) Willingness to study towards CII qualifications such as: CF1 - UK Financial Services, Regulation & Ethics LP2 - Financial Services Products & Solutions R05 - Financial Protection FA1 - Life Office Administration What's on Offer Competitive salary and benefits package Hybrid working options after training Ongoing professional development and full study support Supportive, team-focused culture with strong collaboration Excellent career progression opportunities within a growing business Apply Now If you are a motivated and detail-driven individual seeking to develop your career in financial services within a forward-thinking and supportive environment, apply today NJR16166
