CUSTOMER SERVICE ADVISOR JOB SUMMARY: Our client is looking for an experienced Administrator / Customer Service Advisor to join their friendly, close knit team in Ringwood. Whilst specific industry experience is not essential, ideally, the successful candidate will have some experience of working in a professional services environment such as Insurance / Financial Services / Legal. On the job training and support will be provided but it is important that you are a confident communicator who is not afraid of interacting with customers, and you are comfortable learning new systems, as you will be working on various inhouse systems / platforms on a daily basis. CUSTOMER SERVICE ADVISOR KEY RESPONSIBILITIES: Handling customer enquiries relating to online quotations / new sales - both over the phone, via email and online chat. Taking inbound calls from existing customers to support with a variety of queries from mid term adjustments, end of term renewals, pricing changes, change of personal circumstances / details etc. Updating customer records and managing the internal database to ensure that all administration tasks are compliant Liaising with customers / third party partners over the telephone and via email Liaising with internal colleagues across the business, on a regular basis Inputting new customer details, updating records and sending out follow up paperwork as required Monitoring on the online chat function - training will be provided, but it would be ideal if you have previous experience of online chat. Ensuring you are compliant during all communications and processes, and record relevant information, to ensure that databases are up to date with the correct customer information SKILLS, QUALIFICATIONS / EXPERIENCE REQUIRED Previous experience of working within a customer service or administration role in a professional services environment would be ideal, as it will support a smoother transition into this role. Excellent communication skills and the confidence to speak to people over the phone, as well as via email and online chat. Strong administration skills and experience of working with Microsoft office and other in-house packages A team player who is willing to go the extra mile, but can also work on their own as required You will need to be an organised multitasker, who can work well within a fast paced, changing environment. Our client prides themselves on their supportive and consultative service provided to all customers and are looking for someone with a professional outlook and the ability to learn and develop new skills, within a very busy, but collaborative environment. Excellent benefits on offer, including: Competitive annual salary : Up to £30K, depending on experience Free onsite parking Hybrid working (after training / probation period) Full training and ongoing support, to enable career progression (paid for courses / training opportunities) Hours: Full time, Monday to Friday 25 days holiday - increase with service Annual bonus incentive Enhanced Company Pension Death in service plan, Life cover Opportunity to benefit from additional benefits in time, including electric vehicle salary sacrifice / discounted products / health cash plan / cycle to work scheme) Other benefits to be discussed at application stage. For more information about this role, or to apply, please get in touch with Joy Bruce at Collaborate Recruitment. We look forward to hearing from you.
Mar 19, 2026
Full time
CUSTOMER SERVICE ADVISOR JOB SUMMARY: Our client is looking for an experienced Administrator / Customer Service Advisor to join their friendly, close knit team in Ringwood. Whilst specific industry experience is not essential, ideally, the successful candidate will have some experience of working in a professional services environment such as Insurance / Financial Services / Legal. On the job training and support will be provided but it is important that you are a confident communicator who is not afraid of interacting with customers, and you are comfortable learning new systems, as you will be working on various inhouse systems / platforms on a daily basis. CUSTOMER SERVICE ADVISOR KEY RESPONSIBILITIES: Handling customer enquiries relating to online quotations / new sales - both over the phone, via email and online chat. Taking inbound calls from existing customers to support with a variety of queries from mid term adjustments, end of term renewals, pricing changes, change of personal circumstances / details etc. Updating customer records and managing the internal database to ensure that all administration tasks are compliant Liaising with customers / third party partners over the telephone and via email Liaising with internal colleagues across the business, on a regular basis Inputting new customer details, updating records and sending out follow up paperwork as required Monitoring on the online chat function - training will be provided, but it would be ideal if you have previous experience of online chat. Ensuring you are compliant during all communications and processes, and record relevant information, to ensure that databases are up to date with the correct customer information SKILLS, QUALIFICATIONS / EXPERIENCE REQUIRED Previous experience of working within a customer service or administration role in a professional services environment would be ideal, as it will support a smoother transition into this role. Excellent communication skills and the confidence to speak to people over the phone, as well as via email and online chat. Strong administration skills and experience of working with Microsoft office and other in-house packages A team player who is willing to go the extra mile, but can also work on their own as required You will need to be an organised multitasker, who can work well within a fast paced, changing environment. Our client prides themselves on their supportive and consultative service provided to all customers and are looking for someone with a professional outlook and the ability to learn and develop new skills, within a very busy, but collaborative environment. Excellent benefits on offer, including: Competitive annual salary : Up to £30K, depending on experience Free onsite parking Hybrid working (after training / probation period) Full training and ongoing support, to enable career progression (paid for courses / training opportunities) Hours: Full time, Monday to Friday 25 days holiday - increase with service Annual bonus incentive Enhanced Company Pension Death in service plan, Life cover Opportunity to benefit from additional benefits in time, including electric vehicle salary sacrifice / discounted products / health cash plan / cycle to work scheme) Other benefits to be discussed at application stage. For more information about this role, or to apply, please get in touch with Joy Bruce at Collaborate Recruitment. We look forward to hearing from you.
We're recruiting on behalf of a fast-growing and ambitious lender for an experienced Recoveries Specialiat. This is a great opportunity for someone who enjoys working on complex cases, making balanced risk decisions, and finding practical solutions that deliver strong financial results. The role would suit a commercially minded professional who is confident, proactive, and motivated by driving performance and positive outcomes. The Opportunity: As a recoveries specialist you will take ownership of defaulted and seriously breached loans, proactively structuring exit strategies to maximise recovery while protecting the business and ensuring fair outcomes for borrowers. You will apply sharp financial analysis, confident negotiation, and multi-stakeholder management across legal, valuation, and enforcement channels. Key Responsibilities for the Recoveries Specialist: Analysing over-term, defaulted, and high-risk loans to assess recoverability. Reviewing borrower financials, security positions, guarantees, and exit strategy viability (e.g., refinance, sale, development completion). Conducting cost-benefit analysis across enforcement options, including receivership, administration, and negotiated settlements. Preparing structured recovery strategy papers for senior stakeholder sign-off. Liaising with solicitors, receivers/administrators, valuers, and other partners to implement approved strategies. Monitoring legal proceedings, asset disposals, and enforcement timelines, escalating risks as needed. Managing legal, insolvency, and asset management costs to optimise net recovery outcomes. Tracking post-sale shortfalls and recommend further recovery action where appropriate. Maintaining audit-ready case records, reconciliations, and management information reports. Ensuring all activity aligns with governance standards and credit risk appetite. Candidate Profile Proven experience in recoveries, collections, credit control, or financial services operations- developing own strategies to manage recoveries. Demonstrated ability to manage delinquent accounts and negotiate repayment strategies. Familiarity with dispute resolution, complaint handling, or enforcement processes. Strong financial acumen, analytical skills, and commercial judgement. Experience working with legal teams, insolvency practitioners, or external recovery partners. Proficiency with case management systems, CRM platforms, and Excel. Track record of achieving recovery, resolution, and compliance metrics in a fast-paced environment. Excellent stakeholder management, communication, and problem-solving skills. What's on Offer for the Recoveries Specialist: Negotiable salary depending on experince - £35,000 Hybrid working with flexible hours and occasional travel as needed. Generous and increasing holiday allowance, with options to buy or sell leave. Comprehensive benefits including life assurance, income protection, healthcare cash plan, and wellbeing initiatives. Inclusive, values-driven culture with structured behavioural framework and dedicated mental health support. Career development via digital learning and a clear progression path. If you have experience as a Redemptions Agent, Recoveries Specialist, Collections Agent, Debt Recovery Advisor, Relationship Manager or similar this role could be for you. Click apply with your most recent CV for consideratio for the Recoveries Specialist role. JL_FIN
Mar 19, 2026
Full time
We're recruiting on behalf of a fast-growing and ambitious lender for an experienced Recoveries Specialiat. This is a great opportunity for someone who enjoys working on complex cases, making balanced risk decisions, and finding practical solutions that deliver strong financial results. The role would suit a commercially minded professional who is confident, proactive, and motivated by driving performance and positive outcomes. The Opportunity: As a recoveries specialist you will take ownership of defaulted and seriously breached loans, proactively structuring exit strategies to maximise recovery while protecting the business and ensuring fair outcomes for borrowers. You will apply sharp financial analysis, confident negotiation, and multi-stakeholder management across legal, valuation, and enforcement channels. Key Responsibilities for the Recoveries Specialist: Analysing over-term, defaulted, and high-risk loans to assess recoverability. Reviewing borrower financials, security positions, guarantees, and exit strategy viability (e.g., refinance, sale, development completion). Conducting cost-benefit analysis across enforcement options, including receivership, administration, and negotiated settlements. Preparing structured recovery strategy papers for senior stakeholder sign-off. Liaising with solicitors, receivers/administrators, valuers, and other partners to implement approved strategies. Monitoring legal proceedings, asset disposals, and enforcement timelines, escalating risks as needed. Managing legal, insolvency, and asset management costs to optimise net recovery outcomes. Tracking post-sale shortfalls and recommend further recovery action where appropriate. Maintaining audit-ready case records, reconciliations, and management information reports. Ensuring all activity aligns with governance standards and credit risk appetite. Candidate Profile Proven experience in recoveries, collections, credit control, or financial services operations- developing own strategies to manage recoveries. Demonstrated ability to manage delinquent accounts and negotiate repayment strategies. Familiarity with dispute resolution, complaint handling, or enforcement processes. Strong financial acumen, analytical skills, and commercial judgement. Experience working with legal teams, insolvency practitioners, or external recovery partners. Proficiency with case management systems, CRM platforms, and Excel. Track record of achieving recovery, resolution, and compliance metrics in a fast-paced environment. Excellent stakeholder management, communication, and problem-solving skills. What's on Offer for the Recoveries Specialist: Negotiable salary depending on experince - £35,000 Hybrid working with flexible hours and occasional travel as needed. Generous and increasing holiday allowance, with options to buy or sell leave. Comprehensive benefits including life assurance, income protection, healthcare cash plan, and wellbeing initiatives. Inclusive, values-driven culture with structured behavioural framework and dedicated mental health support. Career development via digital learning and a clear progression path. If you have experience as a Redemptions Agent, Recoveries Specialist, Collections Agent, Debt Recovery Advisor, Relationship Manager or similar this role could be for you. Click apply with your most recent CV for consideratio for the Recoveries Specialist role. JL_FIN
Administration Officer Location: HMP Rochester Salary: 28,853.57 Contract: Full time Permanent We are seeking a dedicated Administration Officer to join our team at HMP Rochester , CATEGORY C / YOI & Male prison. Join a team that is more than just a group of colleagues - we work Monday to Friday as a supportive and driven family, working together to create a safe and nurturing environment. HMP Rochester runs like a self-contained city/town, it takes hundreds of people to keep it functioning, and as the Facilities Maintenance Team we are committed and driving the smooth and safe operation, like a heart that pumps blood through the body, everything we do impacts every prisoner, employee, and visitor, and wider to the families and community. As a Administration Officer you will have the opportunity to work alongside experienced and passionate colleagues who vary from Plumbers, Electricians, Carpenters, Painters, to Cleaners, and Administrators, and others, who are all dedicated to making a positive difference, providing a safe and secure environment for all. If you are looking for a role where you can use your skills to create a better future for others, we encourage you to apply for this compelling opportunity and join us in our mission to promote rehabilitation and positive change and be part of a team that truly makes a difference. We are a Ministry of Justice business and provide critical and time-bound services to HMPPS, and are looking for a Administration Officer with a combination of: - Experience in using a variety of IT systems including CAFM - Experience in a busy office environment - Experience of working without supervision - Knowledge of IT systems - Up to date First Aid qualification - Administrative experience If this sounds like you, we would like to hear from you! Explore a varied and rewarding career at GFSL. Welcome to careers at Gov Facilities Services Limited (GFSL). Joining us is your chance to help ensure prisons are secure and safe for prisoners and prison staff alike, and to play your part in helping prisoners reintegrate into society. Holidays are 25 days per year plus Bank Holidays, and a range of non-contractual benefits are provided. These range from Death in Service at 4x salary, to access to private GP consultations and an Employee Assistance Programme that offers counselling and information services for preventative care and to help employees in a crisis. There are also a range of financial reward mechanisms and access to retailer discounts. You will find a strong focus on safety, a supportive, inclusive workplace, a competitive benefits package, and real opportunity to build your skills and progress. Explore facilities careers where you can make difference. Pride In People. We're passionate about promoting greater diversity and creating a workplace and culture where all of our employees have a voice that is heard, feel a sense of belonging and are empowered to be their true selves. We recognise the value that every single employee brings to the organisation. Everyone's needs at work are different and we are committed to doing our best to satisfy these differences whilst ensuring consistency and fairness for all. We promise to champion diversity and inclusion with ongoing learning and training, as well as career progression opportunities for everyone. Future Plans. GFSL has been notified by it's shareholder (MOJ) that the provision of FM Services will in future be delivered by the private sector. This means that following a successful procurement process, GFSL's services will complete transfer to a private sector provider/providers no sooner than August 2027. Pride in People - Do the Right thing - One Team An ISO 9001 Certified Company
Mar 19, 2026
Full time
Administration Officer Location: HMP Rochester Salary: 28,853.57 Contract: Full time Permanent We are seeking a dedicated Administration Officer to join our team at HMP Rochester , CATEGORY C / YOI & Male prison. Join a team that is more than just a group of colleagues - we work Monday to Friday as a supportive and driven family, working together to create a safe and nurturing environment. HMP Rochester runs like a self-contained city/town, it takes hundreds of people to keep it functioning, and as the Facilities Maintenance Team we are committed and driving the smooth and safe operation, like a heart that pumps blood through the body, everything we do impacts every prisoner, employee, and visitor, and wider to the families and community. As a Administration Officer you will have the opportunity to work alongside experienced and passionate colleagues who vary from Plumbers, Electricians, Carpenters, Painters, to Cleaners, and Administrators, and others, who are all dedicated to making a positive difference, providing a safe and secure environment for all. If you are looking for a role where you can use your skills to create a better future for others, we encourage you to apply for this compelling opportunity and join us in our mission to promote rehabilitation and positive change and be part of a team that truly makes a difference. We are a Ministry of Justice business and provide critical and time-bound services to HMPPS, and are looking for a Administration Officer with a combination of: - Experience in using a variety of IT systems including CAFM - Experience in a busy office environment - Experience of working without supervision - Knowledge of IT systems - Up to date First Aid qualification - Administrative experience If this sounds like you, we would like to hear from you! Explore a varied and rewarding career at GFSL. Welcome to careers at Gov Facilities Services Limited (GFSL). Joining us is your chance to help ensure prisons are secure and safe for prisoners and prison staff alike, and to play your part in helping prisoners reintegrate into society. Holidays are 25 days per year plus Bank Holidays, and a range of non-contractual benefits are provided. These range from Death in Service at 4x salary, to access to private GP consultations and an Employee Assistance Programme that offers counselling and information services for preventative care and to help employees in a crisis. There are also a range of financial reward mechanisms and access to retailer discounts. You will find a strong focus on safety, a supportive, inclusive workplace, a competitive benefits package, and real opportunity to build your skills and progress. Explore facilities careers where you can make difference. Pride In People. We're passionate about promoting greater diversity and creating a workplace and culture where all of our employees have a voice that is heard, feel a sense of belonging and are empowered to be their true selves. We recognise the value that every single employee brings to the organisation. Everyone's needs at work are different and we are committed to doing our best to satisfy these differences whilst ensuring consistency and fairness for all. We promise to champion diversity and inclusion with ongoing learning and training, as well as career progression opportunities for everyone. Future Plans. GFSL has been notified by it's shareholder (MOJ) that the provision of FM Services will in future be delivered by the private sector. This means that following a successful procurement process, GFSL's services will complete transfer to a private sector provider/providers no sooner than August 2027. Pride in People - Do the Right thing - One Team An ISO 9001 Certified Company
Job Title: Finance Assistant Location: Birmingham Salary: £28,031 - £30,378 per annum - SS3 Job type: Permanent, Full-time UCB is an equal opportunities employer. We are TEF rated Silver, with a Good Ofsted rating. The Role: University College Birmingham has an exciting opportunity for an experienced Finance Assistant to join our fast-paced Finance department. You will provide support in the areas of transaction processes including purchase ledger, sales ledger and staff expenses. Your role will assist in ensuring that suppliers and staff are paid in a timely manner and queries from suppliers, staff, customers and students are dealt with in a professional manner. The successful candidate will demonstrate: Relevant Finance experience High level of IT skill Accuracy and attention to detail Ability to work on own initiative and part of a team So, if you are interested in joining us, apply now Benefits: Generous allocation of annual leave 29 days' paid leave per year 12 Bank Holidays & Concessionary Days Excellent Local Government Pension Scheme Employer Contributions - 20.9% Subsidised private healthcare provided by Aviva including a Digital GP Service. Employee Assistance Programme inclusive of counselling services, financial wellbeing support and bereavement support Annual health MOTs with our Registered Nurse Excellent staff development opportunities including professional qualification sponsorship A variety of salary sacrifice schemes including technology and cycle. Heavily-subsidised on-site car parking in central Birmingham Free on-site gym membership Extra Information: All applicants for employment at the University will be expected to demonstrate an understanding of the principles of Safeguarding and the PREVENT agenda in the context of further and higher education. Closing Date - Sunday 15th March 2026. Interview Date - Thursday 26th March 2026. Please click APPLY to be redirected to our website to complete an application form. Candidates with previous job titles and experience of; Finance, Finance Administration, Finance Administrator, Payroll Administrator, Invoicing, Xero, SAP, Accounts Assistant, Accounts Administrator will also be considered for this role.
Mar 19, 2026
Full time
Job Title: Finance Assistant Location: Birmingham Salary: £28,031 - £30,378 per annum - SS3 Job type: Permanent, Full-time UCB is an equal opportunities employer. We are TEF rated Silver, with a Good Ofsted rating. The Role: University College Birmingham has an exciting opportunity for an experienced Finance Assistant to join our fast-paced Finance department. You will provide support in the areas of transaction processes including purchase ledger, sales ledger and staff expenses. Your role will assist in ensuring that suppliers and staff are paid in a timely manner and queries from suppliers, staff, customers and students are dealt with in a professional manner. The successful candidate will demonstrate: Relevant Finance experience High level of IT skill Accuracy and attention to detail Ability to work on own initiative and part of a team So, if you are interested in joining us, apply now Benefits: Generous allocation of annual leave 29 days' paid leave per year 12 Bank Holidays & Concessionary Days Excellent Local Government Pension Scheme Employer Contributions - 20.9% Subsidised private healthcare provided by Aviva including a Digital GP Service. Employee Assistance Programme inclusive of counselling services, financial wellbeing support and bereavement support Annual health MOTs with our Registered Nurse Excellent staff development opportunities including professional qualification sponsorship A variety of salary sacrifice schemes including technology and cycle. Heavily-subsidised on-site car parking in central Birmingham Free on-site gym membership Extra Information: All applicants for employment at the University will be expected to demonstrate an understanding of the principles of Safeguarding and the PREVENT agenda in the context of further and higher education. Closing Date - Sunday 15th March 2026. Interview Date - Thursday 26th March 2026. Please click APPLY to be redirected to our website to complete an application form. Candidates with previous job titles and experience of; Finance, Finance Administration, Finance Administrator, Payroll Administrator, Invoicing, Xero, SAP, Accounts Assistant, Accounts Administrator will also be considered for this role.
Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include: Managing new business cases and preparing submissions to paraplanners Meeting preparation (new and ongoing advice) Valuations, disinvestments, bereavements, fund switches Bonds calculations, CGT reporting and use of Analytics Supporting complex cases (pension transfers, IHT planning, protection) Maintaining accurate client records in Salesforce Submitting business via iBusiness in line with regulatory standards Acting as escalation point for more complex client queries Liaising with advisers, internal support functions and third parties This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for Experience within financial services support / wealth administration Strong organisation and attention to detail Confident written and verbal communication skills Comfortable speaking directly with clients Ability to manage multiple cases and deadlines Strong numeracy skills Professional, discreet and calm under pressure Salesforce experience and regulatory knowledge are advantageous. Structure Berkswell office (CV7 7SL) 3 days office / 2 days home Permanent position This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.
Mar 18, 2026
Full time
Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include: Managing new business cases and preparing submissions to paraplanners Meeting preparation (new and ongoing advice) Valuations, disinvestments, bereavements, fund switches Bonds calculations, CGT reporting and use of Analytics Supporting complex cases (pension transfers, IHT planning, protection) Maintaining accurate client records in Salesforce Submitting business via iBusiness in line with regulatory standards Acting as escalation point for more complex client queries Liaising with advisers, internal support functions and third parties This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for Experience within financial services support / wealth administration Strong organisation and attention to detail Confident written and verbal communication skills Comfortable speaking directly with clients Ability to manage multiple cases and deadlines Strong numeracy skills Professional, discreet and calm under pressure Salesforce experience and regulatory knowledge are advantageous. Structure Berkswell office (CV7 7SL) 3 days office / 2 days home Permanent position This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.
Paraplanner - Independent Financial Planning Firm Location: Leeds Salary: Up to £40,000 + Bonus + Excellent Benefits Contract: Permanent, Full-Time Are you an experienced Paraplanner looking to join a growing, forward-thinking financial planning firm where your expertise will genuinely make an impact? We're recruiting on behalf of an established independent financial planning business with multiple regional offices and a reputation for delivering high-quality, personalised advice. If you're passionate about technical financial planning, analytical by nature, and thrive in a collaborative environment-this could be the perfect next step. The Role As a Paraplanner, you'll work closely with Financial Planners to support them in delivering exceptional client outcomes. This is a varied, technical role where you'll be involved in everything from analysis and research to producing detailed reports and supporting the wider client journey. Your key responsibilities will include: Preparing high-quality, compliant suitability reports Conducting complex technical analysis (CGT, IHT, cashflow modelling, pensions & investments) Completing product and market research to support advice recommendations Supporting advisers and administrators with technical queries Maintaining accurate records within the back-office system Ensuring compliance with FCA regulations, Consumer Duty and internal processes Managing workload effectively and contributing to an excellent client experience About You We're looking for someone who is: Experienced in a Paraplanning or similar technical role within Financial Services Highly organised with strong attention to detail A clear and confident communicator, both written and verbal Analytical, proactive and comfortable working across complex financial scenarios Able to build strong relationships within a team environment Professional, ethical and committed to ongoing personal development Desirable: Working towards or holding the Level 4 Diploma in Regulated Financial Planning (or equivalent) What's on Offer? Salary up to £40,000 (DOE) Discretionary annual bonus 26 days annual leave + bank holidays 6% employer pension contribution (salary sacrifice available) 4x salary life assurance cover Health Cash Plan Hybrid working - split between office and home A supportive, values-driven culture focused on development and professional growth This organisation is growing year-on-year and offers genuine long-term progression for those who want it. Apply Today If you're an experienced Paraplanner looking to join a modern, supportive and growing financial planning firm, we'd love to hear from you.
Mar 18, 2026
Full time
Paraplanner - Independent Financial Planning Firm Location: Leeds Salary: Up to £40,000 + Bonus + Excellent Benefits Contract: Permanent, Full-Time Are you an experienced Paraplanner looking to join a growing, forward-thinking financial planning firm where your expertise will genuinely make an impact? We're recruiting on behalf of an established independent financial planning business with multiple regional offices and a reputation for delivering high-quality, personalised advice. If you're passionate about technical financial planning, analytical by nature, and thrive in a collaborative environment-this could be the perfect next step. The Role As a Paraplanner, you'll work closely with Financial Planners to support them in delivering exceptional client outcomes. This is a varied, technical role where you'll be involved in everything from analysis and research to producing detailed reports and supporting the wider client journey. Your key responsibilities will include: Preparing high-quality, compliant suitability reports Conducting complex technical analysis (CGT, IHT, cashflow modelling, pensions & investments) Completing product and market research to support advice recommendations Supporting advisers and administrators with technical queries Maintaining accurate records within the back-office system Ensuring compliance with FCA regulations, Consumer Duty and internal processes Managing workload effectively and contributing to an excellent client experience About You We're looking for someone who is: Experienced in a Paraplanning or similar technical role within Financial Services Highly organised with strong attention to detail A clear and confident communicator, both written and verbal Analytical, proactive and comfortable working across complex financial scenarios Able to build strong relationships within a team environment Professional, ethical and committed to ongoing personal development Desirable: Working towards or holding the Level 4 Diploma in Regulated Financial Planning (or equivalent) What's on Offer? Salary up to £40,000 (DOE) Discretionary annual bonus 26 days annual leave + bank holidays 6% employer pension contribution (salary sacrifice available) 4x salary life assurance cover Health Cash Plan Hybrid working - split between office and home A supportive, values-driven culture focused on development and professional growth This organisation is growing year-on-year and offers genuine long-term progression for those who want it. Apply Today If you're an experienced Paraplanner looking to join a modern, supportive and growing financial planning firm, we'd love to hear from you.
Client Services Manager Location: Remote Salary: £38,000 - £45,000 Reference: 10232 A boutique financial planning firm based in East London is looking to hire an experienced Client Services Manager or Senior Financial Planning Administrator to become a key operational support within the business. The firm has a clear growth trajectory, within the next four years , while maintaining a small, high-quality team. This role offers the opportunity to become the operational backbone of the firm , supporting the adviser and helping ensure the business runs efficiently behind the scenes. The Role You will play a central role in managing client administration and ensuring smooth operational processes across the business. Key responsibilities include: Managing the client onboarding process from fact find through to implementation Handling platform administration including pensions, ISAs, GIAs and drawdown Managing Letters of Authority (LOAs) and provider follow-ups Preparing annual review documentation and implementation packs Maintaining CRM records and workflow processes Ensuring the adviser's time is focused on client advice rather than administration About You We are looking for someone who takes ownership of processes and enjoys keeping things running smoothly. Ideally you will have: 4-8+ years' experience within an IFA or financial planning firm Strong knowledge of platforms such as Transact, AJ Bell or Quilter Experience managing multiple providers and product types Excellent organisation skills and strong attention to detail A proactive mindset and the ability to anticipate adviser needs
Mar 18, 2026
Full time
Client Services Manager Location: Remote Salary: £38,000 - £45,000 Reference: 10232 A boutique financial planning firm based in East London is looking to hire an experienced Client Services Manager or Senior Financial Planning Administrator to become a key operational support within the business. The firm has a clear growth trajectory, within the next four years , while maintaining a small, high-quality team. This role offers the opportunity to become the operational backbone of the firm , supporting the adviser and helping ensure the business runs efficiently behind the scenes. The Role You will play a central role in managing client administration and ensuring smooth operational processes across the business. Key responsibilities include: Managing the client onboarding process from fact find through to implementation Handling platform administration including pensions, ISAs, GIAs and drawdown Managing Letters of Authority (LOAs) and provider follow-ups Preparing annual review documentation and implementation packs Maintaining CRM records and workflow processes Ensuring the adviser's time is focused on client advice rather than administration About You We are looking for someone who takes ownership of processes and enjoys keeping things running smoothly. Ideally you will have: 4-8+ years' experience within an IFA or financial planning firm Strong knowledge of platforms such as Transact, AJ Bell or Quilter Experience managing multiple providers and product types Excellent organisation skills and strong attention to detail A proactive mindset and the ability to anticipate adviser needs
Property Manager We are looking for an experienced Property Manager to join our team. £25,000 - £27,000 Basic Salary Commensurate with experience 9.00am to 5.00pm Monday to Friday. Property Manager You will work for a supportive company that encourages personal development and looks to support your career in the property industry. Property Manager Managing maintenance issues reporting back to both the landlord and tenant. Co-ordinating contractor diaries and ensuring reported maintenance issues are attended to and remedied in a timely fashion. Obtain maintenance quotes where necessary. Authorise invoices and utility bills. Deal with all landlord and tenant correspondence. Send out check out reports and negotiate deposit returns. Deal with initial complaints at early stages, where appropriate and able. Referral of sales leads. Property Manager A problem solver and someone who can diagnose basic repairs so as not to waste time/ Excellent telephone manner. Good listening and communication skills. Ability to problem solve and diffuse situations. Professional approach to customer service. Strong time management skills. Working knowledge of Microsoft products, Word, Excel, Teams. Can-do attitude. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Mar 18, 2026
Full time
Property Manager We are looking for an experienced Property Manager to join our team. £25,000 - £27,000 Basic Salary Commensurate with experience 9.00am to 5.00pm Monday to Friday. Property Manager You will work for a supportive company that encourages personal development and looks to support your career in the property industry. Property Manager Managing maintenance issues reporting back to both the landlord and tenant. Co-ordinating contractor diaries and ensuring reported maintenance issues are attended to and remedied in a timely fashion. Obtain maintenance quotes where necessary. Authorise invoices and utility bills. Deal with all landlord and tenant correspondence. Send out check out reports and negotiate deposit returns. Deal with initial complaints at early stages, where appropriate and able. Referral of sales leads. Property Manager A problem solver and someone who can diagnose basic repairs so as not to waste time/ Excellent telephone manner. Good listening and communication skills. Ability to problem solve and diffuse situations. Professional approach to customer service. Strong time management skills. Working knowledge of Microsoft products, Word, Excel, Teams. Can-do attitude. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Sewell Wallis is currently working with a well-established Leeds-based professional services firm that is looking for an experienced Administrator to join their friendly and supportive HR team on a fixed term contract expected to last 6-12 months. The HR Administrator will play a vital role, supporting the HR team. This is a fantastic opportunity for someone with strong administrative experience to get a foot in the door within HR and progress with the support of an experienced HR team. What will you be doing? Collaborate and communicate effectively with the HR Specialists in the team in order to ensure all elements of a task are completed. Support one another to deliver an excellent service and build positive stakeholder relationships. Maintaining up to date filing systems which comply with data protection legislation and that are in line with our naming conventions. Sending out notifications to the business on changes in status, arrivals, departures, and more. What skills are we looking for? Strong administration experience (1+ years). An interest and passion for HR. What's on offer? Leeds centre offices are located near great transport links. Friendly, supportive team. Hybrid working (3 days in the office). Apply below for this role, or for more information, contact Becky. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Mar 18, 2026
Contractor
Sewell Wallis is currently working with a well-established Leeds-based professional services firm that is looking for an experienced Administrator to join their friendly and supportive HR team on a fixed term contract expected to last 6-12 months. The HR Administrator will play a vital role, supporting the HR team. This is a fantastic opportunity for someone with strong administrative experience to get a foot in the door within HR and progress with the support of an experienced HR team. What will you be doing? Collaborate and communicate effectively with the HR Specialists in the team in order to ensure all elements of a task are completed. Support one another to deliver an excellent service and build positive stakeholder relationships. Maintaining up to date filing systems which comply with data protection legislation and that are in line with our naming conventions. Sending out notifications to the business on changes in status, arrivals, departures, and more. What skills are we looking for? Strong administration experience (1+ years). An interest and passion for HR. What's on offer? Leeds centre offices are located near great transport links. Friendly, supportive team. Hybrid working (3 days in the office). Apply below for this role, or for more information, contact Becky. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Are you looking to build a rewarding career in financial services? We're recruiting on behalf of a leading, fast-growing financial advice firm that's seeking a motivated and detail-oriented individual to join their team as a Financial Services Administrator . This is an exciting opportunity to work closely with experienced Financial Advisers and gain exposure to all areas of the business, from client servicing to research and report preparation. You'll be fully supported to study towards industry-recognised qualifications (Diploma level) and develop into a valued, long-term member of the team. The Role Working in collaboration with Financial Advisers and other team members, you will: Support Advisers in preparing recommendations in line with company policies Maintain accurate client records and ensure smooth business processing Conduct research across a wide range of financial products (investments, pensions, protection, etc.) Liaise with providers and clients, managing information flow and documentation Prepare client review packs and assist with pre- and post-sale administration Submit business on internal and external systems Manage client review processes and annual meeting scheduling Monitor and reconcile trail fees and client invoicing Stay up to date with legislation and industry changes affecting clients About You The ideal candidate will be: Highly organised, self-motivated, and proactive Able to build strong working relationships with colleagues and clients Detail-focused with excellent written and verbal communication skills Comfortable managing deadlines and priorities in a busy environment Proficient in Microsoft Office 365 and general IT systems Desirable: Previous experience in a financial services support or administration role Familiarity with financial research tools (e.g., Selectapension, FE Analytics) Working towards (or interested in pursuing) Diploma-level qualifications What's on Offer A clear career development pathway within financial services Full support towards professional qualifications A collaborative, professional, and friendly working environment Competitive salary and benefits package
Mar 18, 2026
Full time
Are you looking to build a rewarding career in financial services? We're recruiting on behalf of a leading, fast-growing financial advice firm that's seeking a motivated and detail-oriented individual to join their team as a Financial Services Administrator . This is an exciting opportunity to work closely with experienced Financial Advisers and gain exposure to all areas of the business, from client servicing to research and report preparation. You'll be fully supported to study towards industry-recognised qualifications (Diploma level) and develop into a valued, long-term member of the team. The Role Working in collaboration with Financial Advisers and other team members, you will: Support Advisers in preparing recommendations in line with company policies Maintain accurate client records and ensure smooth business processing Conduct research across a wide range of financial products (investments, pensions, protection, etc.) Liaise with providers and clients, managing information flow and documentation Prepare client review packs and assist with pre- and post-sale administration Submit business on internal and external systems Manage client review processes and annual meeting scheduling Monitor and reconcile trail fees and client invoicing Stay up to date with legislation and industry changes affecting clients About You The ideal candidate will be: Highly organised, self-motivated, and proactive Able to build strong working relationships with colleagues and clients Detail-focused with excellent written and verbal communication skills Comfortable managing deadlines and priorities in a busy environment Proficient in Microsoft Office 365 and general IT systems Desirable: Previous experience in a financial services support or administration role Familiarity with financial research tools (e.g., Selectapension, FE Analytics) Working towards (or interested in pursuing) Diploma-level qualifications What's on Offer A clear career development pathway within financial services Full support towards professional qualifications A collaborative, professional, and friendly working environment Competitive salary and benefits package
Quantuma is an independent advisory firm serving the needs of mid-market and corporate companies, as well as their stakeholders. Our experts advise clients on business transactions, resolving business disputes, mitigating risk and managing operational as well as financial challenges. We have deep experience and specialist expertise in restructuring and insolvency, corporate finance, forensic accounting and investigations, cross-border asset recovery and creditor services. We work alongside accountants, major law practices, private equity houses, lenders and regulators. Our 400-strong team operates from 28 offices across the UK and internationally. Our Corporate Insolvency & Restructuring team is recognised as the leading, independent business advisory firm providing solutions to both lenders and distressed mid-market and corporate companies. Administrator - Insolvency & Restructuring Are you ready for the next step in your insolvency career? Do you want to be recognised and rewarded for your achievements? Does a more varied case load interest you? As an Administrator you will be challenged with interesting and important work and have plenty of opportunity to develop your skills. You will join our Leeds office and be fully involved in managing your own caseload of Trading & Pre-Pack Administrations and Complex Liquidations. You will work closely with Senior Administrators, Managers and Directors on a range of Advisory & Restructuring projects. You will be an experienced Administrator already familiar with the processes involved in Administrations and Liquidations. This role will give you the opportunity to enhance your experience on complex insolvency cases and advisory projects, whilst progressing your studies (CPI or JIEB) alongside your work. As well as being a great place to work, we offer our employees a range of benefits including: Competitive salary Hybrid working Healthcare cash plan Life assurance An Employee Assistance Programme (EAP). Our EAP is a free and confidential employee benefit designed to help deal with issues that could be affecting general wellbeing. Cycle To Work Scheme Eye Care Employee incentives, discounts and perks.
Mar 18, 2026
Full time
Quantuma is an independent advisory firm serving the needs of mid-market and corporate companies, as well as their stakeholders. Our experts advise clients on business transactions, resolving business disputes, mitigating risk and managing operational as well as financial challenges. We have deep experience and specialist expertise in restructuring and insolvency, corporate finance, forensic accounting and investigations, cross-border asset recovery and creditor services. We work alongside accountants, major law practices, private equity houses, lenders and regulators. Our 400-strong team operates from 28 offices across the UK and internationally. Our Corporate Insolvency & Restructuring team is recognised as the leading, independent business advisory firm providing solutions to both lenders and distressed mid-market and corporate companies. Administrator - Insolvency & Restructuring Are you ready for the next step in your insolvency career? Do you want to be recognised and rewarded for your achievements? Does a more varied case load interest you? As an Administrator you will be challenged with interesting and important work and have plenty of opportunity to develop your skills. You will join our Leeds office and be fully involved in managing your own caseload of Trading & Pre-Pack Administrations and Complex Liquidations. You will work closely with Senior Administrators, Managers and Directors on a range of Advisory & Restructuring projects. You will be an experienced Administrator already familiar with the processes involved in Administrations and Liquidations. This role will give you the opportunity to enhance your experience on complex insolvency cases and advisory projects, whilst progressing your studies (CPI or JIEB) alongside your work. As well as being a great place to work, we offer our employees a range of benefits including: Competitive salary Hybrid working Healthcare cash plan Life assurance An Employee Assistance Programme (EAP). Our EAP is a free and confidential employee benefit designed to help deal with issues that could be affecting general wellbeing. Cycle To Work Scheme Eye Care Employee incentives, discounts and perks.
Administration Officer Location: HMP Grendon Springhill - HP18 0TL Salary: 28,853.57 Contract: Permanent - Full Time Monday-Friday - 39 hours We are seeking a dedicated Administration Officer to join our team at HMP Grendon Springhill. HMP Grendon is a Category B training prison, while HMP Springhill is a Category D open prison, and they are jointly managed and maintained by the same facilities team. Join a team that is more than just a group of colleagues - we work Monday to Friday as a supportive and driven family, working together to create a safe and nurturing environment. HMP Grendon Springhill runs like a self-contained city, it takes hundreds of people to keep it functioning, and as the Facilities Maintenance Team we are committed and driving the smooth and safe operation, like a heart that pumps blood through the body, everything we do impacts every prisoner, employee, and visitor, and wider to the families and community. As a Administration Officer you will have the opportunity to work alongside experienced and passionate colleagues who vary from Plumbers, Electricians, Carpenters, Painters, to Cleaners, and Administrators, and others, who are all dedicated to making a positive difference, providing a safe and secure environment for all. If you are looking for a role where you can use your skills to create a better future for others, we encourage you to apply for this compelling opportunity and join us in our mission to promote rehabilitation and positive change and be part of a team that truly makes a difference. We are a Ministry of Justice business and provide critical and time-bound services to HMPPS, and are looking for a Administration Officer with a combination of: - Experience in using a variety of IT systems including CAFM - Experience in a busy office environment - Experience of working without supervision - Knowledge of IT systems - Up to date First Aid qualification - Administrative experience If this sounds like you, we would like to hear from you! Explore a varied and rewarding career at GFSL. Welcome to careers at Gov Facilities Services Limited (GFSL). Joining us is your chance to help ensure prisons are secure and safe for prisoners and prison staff alike, and to play your part in helping prisoners reintegrate into society. Holidays are 25 days per year plus Bank Holidays, and a range of non-contractual benefits are provided. These range from Death in Service at 4x salary, to access to private GP consultations and an Employee Assistance Programme that offers counselling and information services for preventative care and to help employees in a crisis. There are also a range of financial reward mechanisms and access to retailer discounts. You will find a strong focus on safety, a supportive, inclusive workplace, a competitive benefits package, and real opportunity to build your skills and progress. Explore facilities careers where you can make difference. Pride In People. We're passionate about promoting greater diversity and creating a workplace and culture where all of our employees have a voice that is heard, feel a sense of belonging and are empowered to be their true selves. We recognise the value that every single employee brings to the organisation. Everyone's needs at work are different and we are committed to doing our best to satisfy these differences whilst ensuring consistency and fairness for all. We promise to champion diversity and inclusion with ongoing learning and training, as well as career progression opportunities for everyone. Future Plans. GFSL has been notified by it's shareholder (MOJ) that the provision of FM Services will in future be delivered by the private sector. This means that following a successful procurement process, GFSL's services will complete transfer to a private sector provider/providers no sooner than August 2027. Pride in People - Do the Right thing - One Team An ISO 9001 Certified Company
Mar 18, 2026
Full time
Administration Officer Location: HMP Grendon Springhill - HP18 0TL Salary: 28,853.57 Contract: Permanent - Full Time Monday-Friday - 39 hours We are seeking a dedicated Administration Officer to join our team at HMP Grendon Springhill. HMP Grendon is a Category B training prison, while HMP Springhill is a Category D open prison, and they are jointly managed and maintained by the same facilities team. Join a team that is more than just a group of colleagues - we work Monday to Friday as a supportive and driven family, working together to create a safe and nurturing environment. HMP Grendon Springhill runs like a self-contained city, it takes hundreds of people to keep it functioning, and as the Facilities Maintenance Team we are committed and driving the smooth and safe operation, like a heart that pumps blood through the body, everything we do impacts every prisoner, employee, and visitor, and wider to the families and community. As a Administration Officer you will have the opportunity to work alongside experienced and passionate colleagues who vary from Plumbers, Electricians, Carpenters, Painters, to Cleaners, and Administrators, and others, who are all dedicated to making a positive difference, providing a safe and secure environment for all. If you are looking for a role where you can use your skills to create a better future for others, we encourage you to apply for this compelling opportunity and join us in our mission to promote rehabilitation and positive change and be part of a team that truly makes a difference. We are a Ministry of Justice business and provide critical and time-bound services to HMPPS, and are looking for a Administration Officer with a combination of: - Experience in using a variety of IT systems including CAFM - Experience in a busy office environment - Experience of working without supervision - Knowledge of IT systems - Up to date First Aid qualification - Administrative experience If this sounds like you, we would like to hear from you! Explore a varied and rewarding career at GFSL. Welcome to careers at Gov Facilities Services Limited (GFSL). Joining us is your chance to help ensure prisons are secure and safe for prisoners and prison staff alike, and to play your part in helping prisoners reintegrate into society. Holidays are 25 days per year plus Bank Holidays, and a range of non-contractual benefits are provided. These range from Death in Service at 4x salary, to access to private GP consultations and an Employee Assistance Programme that offers counselling and information services for preventative care and to help employees in a crisis. There are also a range of financial reward mechanisms and access to retailer discounts. You will find a strong focus on safety, a supportive, inclusive workplace, a competitive benefits package, and real opportunity to build your skills and progress. Explore facilities careers where you can make difference. Pride In People. We're passionate about promoting greater diversity and creating a workplace and culture where all of our employees have a voice that is heard, feel a sense of belonging and are empowered to be their true selves. We recognise the value that every single employee brings to the organisation. Everyone's needs at work are different and we are committed to doing our best to satisfy these differences whilst ensuring consistency and fairness for all. We promise to champion diversity and inclusion with ongoing learning and training, as well as career progression opportunities for everyone. Future Plans. GFSL has been notified by it's shareholder (MOJ) that the provision of FM Services will in future be delivered by the private sector. This means that following a successful procurement process, GFSL's services will complete transfer to a private sector provider/providers no sooner than August 2027. Pride in People - Do the Right thing - One Team An ISO 9001 Certified Company
Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients. We're seeking a professional, organised, and proactive individual to provide essential support to our team of Financial Advisers and Paraplanners, helping to deliver exceptional client service and efficient business operations. Key Responsibilities Provide comprehensive administrative and business support to Financial Advisers, working towards shared business goals Process new business and client valuations accurately and efficiently Maintain and update client records and information systems Issue and chase Letters of Authority Liaise with clients to obtain financial information and documentation Ensure all client documents and queries are processed promptly and accurately Deliver exceptional service to clients and colleagues alike About You Experience working in Financial Services administration Strong knowledge of Microsoft Office, especially Outlook Excellent attention to detail, communication, and organisational skills A proactive mindset with a desire to learn and progress What's on Offer A generous basic salary and benefits package Support for industry exams and career progression into Paraplanning A collaborative, innovative team culture Hybrid working - 3 days in the office, 2 days from home Join a dynamic, client-focused team that values personal development and continuous improvement. By applying for this role, you agree that we may hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Mar 18, 2026
Full time
Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients. We're seeking a professional, organised, and proactive individual to provide essential support to our team of Financial Advisers and Paraplanners, helping to deliver exceptional client service and efficient business operations. Key Responsibilities Provide comprehensive administrative and business support to Financial Advisers, working towards shared business goals Process new business and client valuations accurately and efficiently Maintain and update client records and information systems Issue and chase Letters of Authority Liaise with clients to obtain financial information and documentation Ensure all client documents and queries are processed promptly and accurately Deliver exceptional service to clients and colleagues alike About You Experience working in Financial Services administration Strong knowledge of Microsoft Office, especially Outlook Excellent attention to detail, communication, and organisational skills A proactive mindset with a desire to learn and progress What's on Offer A generous basic salary and benefits package Support for industry exams and career progression into Paraplanning A collaborative, innovative team culture Hybrid working - 3 days in the office, 2 days from home Join a dynamic, client-focused team that values personal development and continuous improvement. By applying for this role, you agree that we may hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients. We're seeking a professional, organised, and proactive individual to provide essential support to our team of Financial Advisers and Paraplanners, helping to deliver exceptional client service and efficient business operations. Key Responsibilities Provide comprehensive administrative and business support to Financial Advisers, working towards shared business goals Process new business and client valuations accurately and efficiently Maintain and update client records and information systems Issue and chase Letters of Authority Liaise with clients to obtain financial information and documentation Ensure all client documents and queries are processed promptly and accurately Deliver exceptional service to clients and colleagues alike About You Experience working in Financial Services administration Strong knowledge of Microsoft Office, especially Outlook Excellent attention to detail, communication, and organisational skills A proactive mindset with a desire to learn and progress What's on Offer A generous basic salary and benefits package Support for industry exams and career progression into Paraplanning A collaborative, innovative team culture Hybrid working - 3 days in the office, 2 days from home Join a dynamic, client-focused team that values personal development and continuous improvement. By applying for this role, you agree that we may hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Mar 18, 2026
Full time
Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients. We're seeking a professional, organised, and proactive individual to provide essential support to our team of Financial Advisers and Paraplanners, helping to deliver exceptional client service and efficient business operations. Key Responsibilities Provide comprehensive administrative and business support to Financial Advisers, working towards shared business goals Process new business and client valuations accurately and efficiently Maintain and update client records and information systems Issue and chase Letters of Authority Liaise with clients to obtain financial information and documentation Ensure all client documents and queries are processed promptly and accurately Deliver exceptional service to clients and colleagues alike About You Experience working in Financial Services administration Strong knowledge of Microsoft Office, especially Outlook Excellent attention to detail, communication, and organisational skills A proactive mindset with a desire to learn and progress What's on Offer A generous basic salary and benefits package Support for industry exams and career progression into Paraplanning A collaborative, innovative team culture Hybrid working - 3 days in the office, 2 days from home Join a dynamic, client-focused team that values personal development and continuous improvement. By applying for this role, you agree that we may hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Head Hunted Recruitment are working exclusively with an award winning business who are one of the largest in their sector and boasting a strong market presence, the company are in the process of hiring an experienced and driven National Accounts Sales Coordinator to join their expanding team. The National Accounts Sales Coordinator will assist the National Accounts Administrator and Managing Director in managing and developing selected national and key accounts to identify and drive opportunities through the business. You will Contribute to developing the business sales strategy to achieve company objectives, sales and targets. National Accounts Sales Coordinator will need to demonstrate excellent communication skills with a strong ability to collaborate and build relationships with both customers and internal teams. This is a key position within the team and as such would suit an individual who has carried out a similar role in a successful SME or similar. National Accounts Sales Coordinator role responsibilities: Monitor and report customer EPOS data, identify trends and highlight sales opportunities with Sales Management and directly with National and Key Accounts. Support Sales Management Team and Fulfilment Team with data/reports on stock availability, pricing and sales to improve forecasting accuracy and ensure timely stock availability for National and Key Accounts Develop relationships with, and be a knowledgeable first point of contact for, all National and Key Accounts ensuring that they receive excellent administrative support Champion key customer initiatives (e.g. new product introductions) and projects (e.g. events) with internal teams (Marketing, NPD, Finance etc.) to ensure efficient and timely delivery on behalf of National and Key Accounts Take responsibility for the quality, accuracy and effectiveness of product listings on National and Key Account web shops, drop ship activity and marketplace sites. Monitor sales, stock and orders to maintain availability. Manage the National and Key Accounts meetings and range review calendars, record minutes and chase up all actions Attend trade shows/client visits and industry events to represent the company when required, Monitor and report on relevant and new competitor activity in-store & online Maintain an accurate CRM database for all National and Key Accounts Be available for occasional store visits or off-site customer meetings National Accounts Sales Coordinator Person Specific & Skills: Excellent communication skills, both written (email, presentation) and verbal with ability to communicate confidently and effectively to others. Proficiency in Math s and English with an understanding of basic financial principles. Strong Administrative background (preferably sales) and/ or proven experience in an analytical role. Experience of implementing new processes and creating business-working documents. Proven computer literacy, including Microsoft Office (in particular Outlook & Excel). Ability to create, run and importantly analyse reports, communicating these to management. Experience in reporting systems and creating documents. Ability to analyse target markets and conduct competitive research. Persistent and flexible approach to challenges. Experience with database management and familiarity with accounting or business software. Ability to work independently and as part of a team in a fast-paced environment. Innovative and self-motivated with the ability to influence and motivate others. Hands on, with creative thinking and problem-solving abilities. Experience in meeting minute taking preferred. Experience with on-line platforms is preferred, but not essential. This is an office based position and comes with an excellent salary of £38K - 40K per annum DOE. Head Hunted Recruitment Services Ltd and associated clients are committed to encouraging equality, diversity and inclusion among our workforce, and eliminating unlawful discrimination. The aim is for our workforce to be truly representative of all sections of society and our customers, and for each employee to feel respected and able to give their best at all times
Mar 18, 2026
Full time
Head Hunted Recruitment are working exclusively with an award winning business who are one of the largest in their sector and boasting a strong market presence, the company are in the process of hiring an experienced and driven National Accounts Sales Coordinator to join their expanding team. The National Accounts Sales Coordinator will assist the National Accounts Administrator and Managing Director in managing and developing selected national and key accounts to identify and drive opportunities through the business. You will Contribute to developing the business sales strategy to achieve company objectives, sales and targets. National Accounts Sales Coordinator will need to demonstrate excellent communication skills with a strong ability to collaborate and build relationships with both customers and internal teams. This is a key position within the team and as such would suit an individual who has carried out a similar role in a successful SME or similar. National Accounts Sales Coordinator role responsibilities: Monitor and report customer EPOS data, identify trends and highlight sales opportunities with Sales Management and directly with National and Key Accounts. Support Sales Management Team and Fulfilment Team with data/reports on stock availability, pricing and sales to improve forecasting accuracy and ensure timely stock availability for National and Key Accounts Develop relationships with, and be a knowledgeable first point of contact for, all National and Key Accounts ensuring that they receive excellent administrative support Champion key customer initiatives (e.g. new product introductions) and projects (e.g. events) with internal teams (Marketing, NPD, Finance etc.) to ensure efficient and timely delivery on behalf of National and Key Accounts Take responsibility for the quality, accuracy and effectiveness of product listings on National and Key Account web shops, drop ship activity and marketplace sites. Monitor sales, stock and orders to maintain availability. Manage the National and Key Accounts meetings and range review calendars, record minutes and chase up all actions Attend trade shows/client visits and industry events to represent the company when required, Monitor and report on relevant and new competitor activity in-store & online Maintain an accurate CRM database for all National and Key Accounts Be available for occasional store visits or off-site customer meetings National Accounts Sales Coordinator Person Specific & Skills: Excellent communication skills, both written (email, presentation) and verbal with ability to communicate confidently and effectively to others. Proficiency in Math s and English with an understanding of basic financial principles. Strong Administrative background (preferably sales) and/ or proven experience in an analytical role. Experience of implementing new processes and creating business-working documents. Proven computer literacy, including Microsoft Office (in particular Outlook & Excel). Ability to create, run and importantly analyse reports, communicating these to management. Experience in reporting systems and creating documents. Ability to analyse target markets and conduct competitive research. Persistent and flexible approach to challenges. Experience with database management and familiarity with accounting or business software. Ability to work independently and as part of a team in a fast-paced environment. Innovative and self-motivated with the ability to influence and motivate others. Hands on, with creative thinking and problem-solving abilities. Experience in meeting minute taking preferred. Experience with on-line platforms is preferred, but not essential. This is an office based position and comes with an excellent salary of £38K - 40K per annum DOE. Head Hunted Recruitment Services Ltd and associated clients are committed to encouraging equality, diversity and inclusion among our workforce, and eliminating unlawful discrimination. The aim is for our workforce to be truly representative of all sections of society and our customers, and for each employee to feel respected and able to give their best at all times
Senior Administrator, Insolvency & Restructuring - Quantuma - Maidenhead Quantuma is an independent advisory firm serving the needs of mid-market and corporate companies, as well as their stakeholders. Our experts advise clients on business transactions, resolving business disputes, mitigating risk and managing operational as well as financial challenges. We have deep experience and specialist expertise in restructuring and insolvency, corporate finance, forensic accounting and investigations, cross-border asset recovery and creditor services. We work alongside accountants, major law practices, private equity houses, lenders and regulators. Our 400-strong team operates from 28 offices across the UK, Cyprus, Mauritius, Dubai, the Cayman Islands, the British Virgin Islands (BVI), Singapore, Hong Kong, and Vietnam. Our Corporate Insolvency & Restructuring team is recognised as the leading, independent business advisory firm providing solutions to both lenders and distressed mid-market and corporate companies. Senior Administrator - Insolvency & Restructuring Are you ready for the next step in your insolvency career? Do you want to be recognised and rewarded for your achievements? Does a more varied case load interest you? As a Senior Administrator you will be challenged with interesting and important work and have plenty of opportunity to develop your skills. You will join our Maidenhead office and be fully involved in managing your own caseload of Trading & Pre-Pack Administrations, Complex Liquidations, CVA's and Advisory engagements. You will work closely with Managers and Directors on Accelerated M&A processes and a range of Advisory & Restructuring projects. You will be an experienced Insolvency Administrator already familiar with the processes involved in Administrations, Liquidations (solvent and insolvent) and CVA's. This role will give you the opportunity to enhance your experience on complex insolvency cases and advisory projects, whilst progressing your studies (CPI or JIEB) alongside your work. As well as being a great place to work, we offer our employees a range of benefits including: Hybrid working (2 or 3 days in the office each week) Healthcare cash plan Life assurance An Employee Assistance Programme (EAP). Our EAP is a free and confidential employee benefit designed to help deal with issues that could be affecting general wellbeing. Cycle To Work Scheme Eye Care Employee incentives, discounts and perks. Refer-a-Friend incentive - We hope you enjoy working here so much, you recommend us to your friends and family, you can earn up to £3,000.00 for referring us.
Mar 18, 2026
Full time
Senior Administrator, Insolvency & Restructuring - Quantuma - Maidenhead Quantuma is an independent advisory firm serving the needs of mid-market and corporate companies, as well as their stakeholders. Our experts advise clients on business transactions, resolving business disputes, mitigating risk and managing operational as well as financial challenges. We have deep experience and specialist expertise in restructuring and insolvency, corporate finance, forensic accounting and investigations, cross-border asset recovery and creditor services. We work alongside accountants, major law practices, private equity houses, lenders and regulators. Our 400-strong team operates from 28 offices across the UK, Cyprus, Mauritius, Dubai, the Cayman Islands, the British Virgin Islands (BVI), Singapore, Hong Kong, and Vietnam. Our Corporate Insolvency & Restructuring team is recognised as the leading, independent business advisory firm providing solutions to both lenders and distressed mid-market and corporate companies. Senior Administrator - Insolvency & Restructuring Are you ready for the next step in your insolvency career? Do you want to be recognised and rewarded for your achievements? Does a more varied case load interest you? As a Senior Administrator you will be challenged with interesting and important work and have plenty of opportunity to develop your skills. You will join our Maidenhead office and be fully involved in managing your own caseload of Trading & Pre-Pack Administrations, Complex Liquidations, CVA's and Advisory engagements. You will work closely with Managers and Directors on Accelerated M&A processes and a range of Advisory & Restructuring projects. You will be an experienced Insolvency Administrator already familiar with the processes involved in Administrations, Liquidations (solvent and insolvent) and CVA's. This role will give you the opportunity to enhance your experience on complex insolvency cases and advisory projects, whilst progressing your studies (CPI or JIEB) alongside your work. As well as being a great place to work, we offer our employees a range of benefits including: Hybrid working (2 or 3 days in the office each week) Healthcare cash plan Life assurance An Employee Assistance Programme (EAP). Our EAP is a free and confidential employee benefit designed to help deal with issues that could be affecting general wellbeing. Cycle To Work Scheme Eye Care Employee incentives, discounts and perks. Refer-a-Friend incentive - We hope you enjoy working here so much, you recommend us to your friends and family, you can earn up to £3,000.00 for referring us.
Experienced Paraplanner Salary: £38,000 - £41,000 Nuneaton Area 3 days office, 2 days WFH 30 days holiday + bank Holidays = 38 as standard 9% Contributory Pension Scheme About the Role NJR Recruitment are working with a National firm of Chartered & Independent Financial Planners looking to recruit a skilled Paraplanner to join their team in Nuneaton. You will provide technical support to Financial Consultants and administration staff, prepare investment reports, and conduct market research. This is an excellent opportunity for an experienced paraplanner to work in a collaborative environment where accuracy, compliance, and client focus are paramount. Key Responsibilities Create and compile investment reports for new and existing clients Prepare pre-investment packs to support Financial Consultants' recommendations Produce market research reports to ensure investment propositions remain competitive Provide technical support to administrators as required Maintain relationships with investment and insurance providers, supporting their management Ensure all work adheres to FCA Conduct Rules and compliance standards Skills, Knowledge & Experience Achieved, or working towards, Financial Planning Diploma (Level 4) Minimum of 2 years' experience as a paraplanner in a similar financial services firm Strong knowledge of investments, pensions, and financial services products Understanding of investment PI awards and complex financial planning solutions Ability to consider the needs of highly vulnerable clients Proficiency in Microsoft Office applications Excellent organisational, communication, and time management skills Personal Attributes Meticulous attention to detail Strong analytical and research capabilities Professional and client-focused approach Collaborative and supportive team player Apply today via NJR Recruitment or call quoting the reference NJR16464 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Mar 17, 2026
Full time
Experienced Paraplanner Salary: £38,000 - £41,000 Nuneaton Area 3 days office, 2 days WFH 30 days holiday + bank Holidays = 38 as standard 9% Contributory Pension Scheme About the Role NJR Recruitment are working with a National firm of Chartered & Independent Financial Planners looking to recruit a skilled Paraplanner to join their team in Nuneaton. You will provide technical support to Financial Consultants and administration staff, prepare investment reports, and conduct market research. This is an excellent opportunity for an experienced paraplanner to work in a collaborative environment where accuracy, compliance, and client focus are paramount. Key Responsibilities Create and compile investment reports for new and existing clients Prepare pre-investment packs to support Financial Consultants' recommendations Produce market research reports to ensure investment propositions remain competitive Provide technical support to administrators as required Maintain relationships with investment and insurance providers, supporting their management Ensure all work adheres to FCA Conduct Rules and compliance standards Skills, Knowledge & Experience Achieved, or working towards, Financial Planning Diploma (Level 4) Minimum of 2 years' experience as a paraplanner in a similar financial services firm Strong knowledge of investments, pensions, and financial services products Understanding of investment PI awards and complex financial planning solutions Ability to consider the needs of highly vulnerable clients Proficiency in Microsoft Office applications Excellent organisational, communication, and time management skills Personal Attributes Meticulous attention to detail Strong analytical and research capabilities Professional and client-focused approach Collaborative and supportive team player Apply today via NJR Recruitment or call quoting the reference NJR16464 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Secretary/Personal Assistant Cheltenham Outstanding Company Salary Competitive Immediate Start Are you an experienced Secretary/Personal Assistant looking for a dynamic and highly professional commercial environment? The Role: As a PA, you will play a key role in ensuring smooth operations across the business, managing diaries, coordinating meetings, supporting client projects, and maintaining the highest levels of client service. You will liaise with senior management, and business support teams to ensure processes are efficient, accurate, and seamless. Key Responsibilities: Coordinate client projects, pitches, presentations, and events. Manage correspondence, client meetings, and ensure timely responses to queries. Maintain and update client records on CRM systems (InterAction). Support billing, expenses, and financial reporting processes. Supervise and allocate tasks to Administrators. Assist with document management, file opening/closing, and risk/conflict checks. Provide cover for Client Document Specialists when needed. Uphold legal, regulatory, and compliance at all times. What We re Looking For: Proven PA ideally within a legal or professional services environment. Excellent typing speed (60+ wpm) and strong Microsoft Office skills. Experience using Management systems. Strong organisational skills with attention to detail. Solutions-focused, proactive, and able to work independently or as part of a team. Excellent verbal and written communication skills. Professional, reliable, and client-centric approach. Why Apply: Join an outstanding firm recognised for excellence and client service. Work within a supportive, professional business environment. Opportunity to develop your skills and grow within the business. How to Apply: If you have previous experience as a PA meet the above requirements, please send your CV to (url removed). For an immediate response. Only suitable candidates will be contacted. COM1
Mar 17, 2026
Full time
Secretary/Personal Assistant Cheltenham Outstanding Company Salary Competitive Immediate Start Are you an experienced Secretary/Personal Assistant looking for a dynamic and highly professional commercial environment? The Role: As a PA, you will play a key role in ensuring smooth operations across the business, managing diaries, coordinating meetings, supporting client projects, and maintaining the highest levels of client service. You will liaise with senior management, and business support teams to ensure processes are efficient, accurate, and seamless. Key Responsibilities: Coordinate client projects, pitches, presentations, and events. Manage correspondence, client meetings, and ensure timely responses to queries. Maintain and update client records on CRM systems (InterAction). Support billing, expenses, and financial reporting processes. Supervise and allocate tasks to Administrators. Assist with document management, file opening/closing, and risk/conflict checks. Provide cover for Client Document Specialists when needed. Uphold legal, regulatory, and compliance at all times. What We re Looking For: Proven PA ideally within a legal or professional services environment. Excellent typing speed (60+ wpm) and strong Microsoft Office skills. Experience using Management systems. Strong organisational skills with attention to detail. Solutions-focused, proactive, and able to work independently or as part of a team. Excellent verbal and written communication skills. Professional, reliable, and client-centric approach. Why Apply: Join an outstanding firm recognised for excellence and client service. Work within a supportive, professional business environment. Opportunity to develop your skills and grow within the business. How to Apply: If you have previous experience as a PA meet the above requirements, please send your CV to (url removed). For an immediate response. Only suitable candidates will be contacted. COM1
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
