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The Company: A highly regarded Sheffield based advisory firm who are looking to add a developing Financial Planning Administrator to their private wealth focused wealth management advice arm. It's a perfect opportunity for someone who is circa 12-months into their career and is looking to press on with their Adviser Support career within HNW client work. Office Location: Sheffield Working Setup: Hybrid - 3-days office & 2-days WFH Package: £28-29k base + annual bonus and full company benefits: Key Benefits: A flexi-benefits package on top inclusive of a pension, 2xDIS and Private Medical Cover Holidays: 25-days + stats which rises through years of service The Role: In this role it's important to manage the workflow and key tasks including preparing the clients' annual review, processing new business applications and dealing ad hoc queries to ensure excellent client outcomes in a timely and planned manner. Key Responsibilities include: To ensure that all pre-business procedures are followed - To include data input on CRM, cash flow modelling tool, preparing documents for meetings for both Planner and client; de-brief from Planner appointment, letters of authority, calling and liaising with providers, quotes and basic research. To ensure that new business procedures are followed - Completion of applications where required; online submission; posting applications and cheques to provider; scanning to e-files and CRM; typing; chasing providers; communicating with client by phone, email and letter and sending out all appropriate documents to the client. To ensure that client servicing procedures are followed - Keep up to date with reviews due; Client mail; valuations and aggregated cost documentation; liaising with providers; data input and clean up on CRM and e-files; updating client information, quotes and basic research and full preparation for client meetings. To ensure all client files are compliant on an ongoing basis. To ensure all relevant paperwork held within a client file is present, relevant and compliant. Liaising with Providers/Platforms to aid valuations and policy information. Dealing with client calls and emails. Working closely within the administration teams and other support teams within the company Working closely with all advisers to provide full support preparing for client meetings through to New Business and adviser instructions. The Person: You will hold broad knowledge of the financial services/wealth management arena and have some Adviser Support experience from prior, ideally within an investment/pensions advice arena. Intelligent Office/Intelliflo system experience would be advantageous but isn't essential, with the role suiting someone looking for a fast-developing role as a key part of a large, well-experienced administrative support team. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.

Job Title: Finance Assistant Location: Macclesfield Salary: £15,719 per annum (25 hours per week, term time + 3 weeks) FTE: £28,103 (Point 20 Support Staff Scale) Job Type: Permanent , Part Time Start Date: May 2026 (or as soon as possible) Join a leading independent school with a rich history and forward-thinking approach to education. The King's School in Macclesfield is seeking a highly organised and detail-oriented Part-Time Finance Assistant to join its busy Finance Office. This is an excellent opportunity to play a key role in supporting the school's financial operations within a friendly and professional environment. The Role: You will be responsible for supporting the school's accounts receivable function, ensuring accurate billing, timely income collection, and excellent service to parents and external stakeholders. Key responsibilities include: Producing termly and annual fee bills and invoices Processing and reconciling incoming payments and deposits Managing Direct Debit collections and card payments Monitoring outstanding balances and supporting credit control Handling parent/guardian queries regarding fees and accounts Supporting bank reconciliations and financial reporting Administering ParentPay and other payment systems Assisting with audits and maintaining accurate financial records Supporting wider finance and administrative processes as needed This is a varied role in a fast-paced environment, requiring flexibility and a proactive approach. About You: We are looking for a candidate with strong financial administration experience and excellent attention to detail. Essential: Experience in accounts receivable, bookkeeping, or finance administration Strong numeracy and accuracy Experience using Excel or similar systems Ability to manage multiple tasks and meet deadlines Confident communication skills, including handling queries Desirable: Understanding of credit control processes Experience in a school or regulated environment AAT Level 2/3 or equivalent qualification Personal qualities: Professional, organised, and customer-focused Team player with a flexible attitude Discreet and trustworthy when handling confidential information Proactive and able to use initiative About the School: The King's School in Macclesfield is a thriving co-educational independent day school for pupils aged 3-18, with around 1,300 pupils and 250 staff. Situated on a modern 80-acre campus in Cheshire, the school combines academic excellence with a strong commitment to pastoral care and co-curricular opportunities. The school has a long and distinguished history dating back over 500 years and is consistently ranked among the top independent schools in the North West. Staff Benefits: Free lunch during term time Access to sports facilities (including gym and pool) Pension scheme with employer contributions Fee discounts for staff children Employee Assistance Programme (24/7 support) Free on-site parking (with electric charging) Staff wellbeing initiatives and CPD opportunities Safeguarding & Equality: The King's School is committed to safeguarding and promoting the welfare of children and young people. All staff are expected to share this commitment. The role is subject to enhanced DBS checks and pre-employment screening. The school is an equal opportunities employer and welcomes applications from all suitably qualified candidates. How to Apply: Please complete the school's application form (CVs are not accepted) and submit it by: 9:00am, Tuesday 31st March 2026. Interviews are expected to take place during the week commencing 13th April 2026 . Please click APPLY to be re-directed to our Careers page, to complete our online 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.

Sales Coordinator Distributing its vast product range across the UK, this company is going from strength to strength and is looking to enhance its sales offering by recruiting a Sales Coordinator to support a specific group of customers, while offering hands-on support to an Area Sales Manager. What s in it for you? Work hours: Monday to Thursday, 8:30am to 5pm; Friday, 8:30am to 1:30pm Salary: £24,000 - £25,000, plus commission expected to be an additional £2,000 to £3,000 per year 25 days holiday, plus bank holidays Company pension Employee discount On-site parking Sales Coordinator Responsibilities: Provide proactive, hands-on support to Area Sales Managers, enabling them to expand their account portfolio and exceed targets Build and nurture long-term relationships with existing B2B customers through regular, meaningful communication Proactively contact customers to showcase new products, uncover upsell opportunities, and maximise accounts Accurately process customer orders using the CRM systems, ensuring each order meets customer needs Collaborate with the logistics team and external carriers to coordinate deliveries and collections Drive new business by engaging with prospective customers and introducing product ranges Manage inbound calls and emails with professionalism and care, ensuring every customer interaction reflects exceptional service standards Collect and analyse sales data to produce clear, insightful weekly reports that support performance and planning Sales Coordinator Skills and Experience: Previous experience in a sales role, either as a Sales Coordinator, Sales Administrator, Account Executive or Sales Executive Possesses excellent communication skills and is confident talking on the phone and building relationships A true team player who can offer exceptional hands-on support and goes the extra mile IT literate, proficient with MS Office packages and CRM systems Strong administration skills with good attention to detail Motivated and outgoing, warm in your approach and easy to build rapport with

My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.

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

Our client is an established and growing Independent Financial Advisory firm in Harrow and are looking to welcome a Level 4 Diploma-qualified Paraplanner - or someone just one or two exams away from achieving their Level 4 Diploma - into their friendly and hard-working team. Our client supports clients across the full spectrum of financial planning, including mortgages, protection, investments, retirement planning, wills and inheritance tax planning. They have a varied client base, plenty of technical depth, and no two cases are ever quite the same. As a Paraplanner, you'll be supporting three Advisers directly, working alongside one existing Paraplanner and three Administrators. It's very much a team environment where everyone knows their role, communication is open, and support is always there when you need it. The firm is ideally looking for someone who is confident in their technical ability, enjoys writing suitability reports and conducting research, and takes pride in producing clear, compliant and well-structured advice documentation. You'll be trusted to manage your workload and play a key role in ensuring clients receive high-quality financial planning support. If you're not quite Level 4 Diploma qualified yet, that's absolutely fine - they will fund your remaining exams. They're keen to invest in someone who wants to build a long-term career in financial planning. There is also a genuine opportunity to progress into an Adviser role within 3-4 years for an ambitious Paraplanner who wants to take that next step. What's on offer: Salary of £35,000 - £45,000 per annum 22 days holiday + 8 public holidays Auto-enrolment pension Full study support for completing Level 4 (if required) Clear progression path within the business A stable, growing firm where your contribution genuinely matters The role is office-based five days a week, which suits someone who enjoys being part of a collaborative team and having direct access to Advisers and colleagues day-to-day. If you're looking for a technically involved paraplanning role within a friendly, supportive, and growing business - and you want to feel valued rather than just another number - this could be a great next step in your career. Please send your CV to Harry at Financial Divisions if you're interest in this opportunity

Experienced Paraplanner Location: Edinburgh or Stirling - Hybrid or Remote options available Basic Salary: Up to £50,000 Hours: 9am - 5pm, Mon - Fri About our clients and the role: Swarm recruitment is pleased to be supporting a well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning. Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back-office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients' financial objectives. Salary & Benefits: £38,000 - £50,000 (depending on experience and qualifications) Hybrid or remote working after initial training period 25 days holiday plus bank holidays - rising to 30 days holiday plus bank holidays with length of service Discretionary bonus scheme Discretionary annual pay reviews Group Pension scheme - 5% Private Medical Insurance Group life cover 4x salary Group Critical Illness Cover 4x salary Income Protection Responsibilities: Analyse client requirements and produce clear, accurate suitability and advice reports Prepare and update cash-flow models, client review documentation, and supporting analysis Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning Assess investment performance and provide technical and analytical support to advisers Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion Confidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics) The successful candidate will be required to undergo standard financial and identity checks. Skills and experience: 3+ years' experience within a paraplanning role and supporting IFA's CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced Organised & methodical Strong analytical and numerical skills with the ability to analyse financial data and performance metrics Excellent attention to detail and high standards of accuracy Ability to prioritise and work to deadlines Excellent communication skills - written and verbal Thrive working as part of a team Strong IT skills - MS Office - Word, Excel and Outlook Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Payroll Officer - Temp - Neath Port Talbot Your New Company: You'll be joining a well established organisation in South Wales. This role offers an excellent opportunity to gain hands on experience within a busy payroll function and become an integral part of a supportive team. Your New Role: As Payroll Officer, you'll be responsible for delivering accurate and timely payroll processing while ensuring full compliance with statutory requirements. They are open to various levels of support, from Payroll Administrator up to Senior Payroll Assistant. The role's duties/salary are dependent on your payroll knowledge and experience. Key Responsibilities: Check payroll data for accuracyAdminister pensions, including enrolment and contributionsPrepare and maintain payroll reportsEnsure full compliance with HMRC rules and statutory obligations What You Will Need to Succeed: Experience working in payroll, finance, or a similar administrative functionStrong numerical and analytical skillsExcellent attention to detail and accuracyConfident using payroll or finance systems, plus strong Excel skillsProactive attitude and strong communication skillsImmediately available to start a new role What You Need to Do Now: If this role sounds right for you, click 'apply now' to send your CV or call Louis on .If this job isn't quite right for you, but you are looking for a new position, please get in touch for a confidential discussion about your career. #

Sewell Wallis is working with an exceptional Doncaster based engineering business that is currently looking for an HR Manager to join their team. As a standalone Human Resources Manager, you will report to the Chief Financial Officer and work with the Senior Leadership Team and Department Managers. Ideally, they are looking for someone who is an enthusiastic, self-motivated team player, keen to own the HR function on a 4 days per week basis, which will include 1 day working from home. What will you be doing? Working closely with the Senior Leadership Team on delivering the HR agenda, continuously looking at improvement HR initiatives and changes for the business. Managing recruitment including contracts of employment, job descriptions, on-boarding and induction for new recruits Supporting managers on all areas of employee relations and performance management Full management and administration of the HR systems, payroll and benefits. Support salary reviews and pay changes Ensure compliance with HR data and GDPR requirements Employment contract management Support and facilitate training and long-term learning and development initiatives HR Policies and Procedures: Implementation of changes in legal requirements into policies procedures liaising with external HR support providers, and progressively improve HR policies towards best practice Develop HR reporting and analytics to inform decision making, conduct staff surveys. Support on ad-hoc HR related projects as required. What skills are we looking for? At least 3 years' working within a HR function Strong understanding of employment law, and recent changes Excellent communication and interpersonal skills Strong IT skills, including HR systems and Microsoft Suite Must be resilient, agile and confident in dealing with all levels of stakeholder Experience dealing with performance management issues Proven experience operating in a generalist HR role for a SME, ideally within an engineering or manufacturing company Grad CIPD, MCIPD qualified or working towards A proactive approach and a team player, self starter An adaptable attitude and ability to work to tight deadlines and under pressure Whats on offer? 24 days annual leave plus stat holidays and a bonus day for birthdays. Contributory pension from day one of employment Group Life Insurance (4 x salary) Employee Assistance Programme (EAP) Free on-site parking with electric charging points Save to buy share scheme (subject to time of joining) Cycle to work scheme 1 day WFH per week Healthcare cash plan (Medicash) Additional annual leave purchase scheme Please send us your CV below or contact Sue Wallis for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.

We are working with a well-established, multi-award-winning boutique wealth management firm, based in the City of London, providing independent financial advice to high-net-worth individuals and their families. The firm advises across Pensions, Investments and Life Assurance from the whole of the market and is widely recognised within the industry for the quality of its client service and professional standards. Due to continued growth, including multiple recent acquisitions across the UK, the business is now looking to appoint two Client Support professionals to join its London team. The Roles Two Client Support opportunities are available, offering distinct career paths : Client Support - FP Administration Pod This role sits within a team-based support structure and would suit an experienced career Financial Planning Administrator who enjoys a structured environment supporting multiple advisers. Salary towards the higher end of the banding. Client Support - Dedicated Adviser Support This position supports two Financial Planners directly and is well suited to someone looking to broaden their exposure and progress their career within Financial Planning. Key Responsibilities Supporting the financial planning and advice process to ensure a high-quality client experience Processing new client documentation in line with internal procedures and data protection requirements Creating and maintaining accurate client records on the CRM system Liaising with product providers to obtain policy and investment information Preparing client meeting packs and supporting documentation Working closely with Advisers and Paraplanners to issue reports and new business applications Maintaining accurate records of client and provider communications Ensuring all activity is completed in line with compliance and regulatory standards Candidate Profile The successful candidate will demonstrate: Previous experience within a Financial Planning / Wealth Management support role Strong communication skills at all levels A methodical approach with the ability to manage and prioritise multiple tasks The ability to work well within a team and on their own initiative A client-focused mindset with high attention to detail IT literacy, including MS Word and Excel A desire to pursue or continue financial services qualifications (fully supported) Package & Benefits £32,000 - £38,000 basic salary Quarterly bonus (c. 15% of salary) Employee Shareholder Scheme Comprehensive benefits package 25 days holiday plus 3 additional days over Christmas Hybrid working - 3 days per week in the office Excellent long-term career development opportunities as the firm continues to grow nationally A first class opportunity to work for a growing business offering genuine career development opportunities.

IFA Administrator Location: High Wycombe Salary: £ Duration: Permanent, Full time, office based initially Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with a business in High Wycombe who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary £DOE 25 days annual leave Bank Holidays Discretionary Annual bonus 37.5 hour working week with flexible start times Study Support and Sponsorship through financial planning exams Comprehensive insurance benefits Enhanced pension

Are you looking for new challenges and personal growth within Coca-Cola Europacific Partners? Then we have a great opportunity for you!Do you have a personality with the power to influence and connect?Can you sustain the pace to keep on growing?Will you make an impact with your desire to win? Site Administrator - Morpeth Permanent Structured career development + Annual performance related pay bonus and pay reviews + Share scheme + Competitive pension contributions + Range of flexible benefits and Corporate discounts, holiday buy/sell scheme, optional health care and life assurance + Free parking + Overtime available + Free hot and cold drinks + Excellent parental benefits + Flexible working What you'll be part of Morpeth Operations is the only PET bottled water site within CCEP GB, capable of producing 54,000 bottles per hour and over 1 million bottles each day. With a close-knit team of 38 colleagues across Manufacturing, QESH, and Engineering, Morpeth offers a highly supportive learning environment and fantastic opportunities to grow your career within the site, across GB, and into wider Pan-European roles. What you'll do This is a pivotal role for the site. In addition to supporting the Site in a PA capacity (travel/meeting/ diary arrangements and secretarial support), there will also be responsibility for arranging all aspects of site visits for both external and internal groups, arranging site social events, composing site communications, coordinating the site's recognition scheme and its newsletter. You will have the opportunity to demonstrate your fantastic organisational ability, your well-developed communication skills, and your MS Office skills. Confidentiality is crucial as well as a flexible approach to your working hours. The role is extremely varied but does require the ability to multi task and prioritise. What we expect of you We are looking for an experienced Site Administrator for this role and the ideal person will already have had experience supporting senior management positions. Application If you'd like to find out more, please upload a recent copy of your CV and a member of the Talent Acquisition team will be in touch. Working at CCEP Coca-Cola Europacific Partners (CCEP) is a major fast-moving consumer goods business and the world's largest independent Coca-Cola bottler. We're a dedicated team of 33,200 people, serving 2 million customers in 29 countries. We make, sell and distribute the world's most loved drinks brands - including Coca-Cola , Fanta , Sprite , Costa Coffee and Monster . We've also expanded into alcohol with ready to drink Jack Daniel's and Coca-Cola. We want a workforce that is as diverse as our products - with a culture that fosters belonging and inclusivity. From gender, age and ethnicity to sexual orientation and different abilities, we welcome people from all walks of life and empower unique perspectives. We recognise we've got some way to go, but we'll get there with the support of our people. It's them who drive our future growth. To find out more about what it's like to work at and our culture we would welcome you to speak to one of our employees on our live chat platform, just click here to speak to an insider. We recognise some people prefer not to participate in alcohol related sales, interactions, or promotions. If that's true for you - please raise this with your talent acquisition contact who will advise you on whether this role includes activities related to our alcohol portfolio.The closing date for applications is 01/04/26. We reserve the right to close this advertisement early if we receive a high volume of applications. To ensure you are considered for this role, we encourage you to apply as soon as possible.

Are you looking for new challenges and personal growth within Coca-Cola Europacific Partners? Then we have a great opportunity for you! Do you have a personality with the power to influence and connect? Can you sustain the pace to keep on growing? Will you make an impact with your desire to win? Site Administrator - Morpeth Permanent Structured career development + Annual performance related pay bonus and pay reviews + Share scheme + Competitive pension contributions + Range of flexible benefits and Corporate discounts, holiday buy/sell scheme, optional health care and life assurance + Free parking + Overtime available + Free hot and cold drinks + Excellent parental benefits + Flexible working What you'll be part of Morpeth Operations is the only PET bottled water site within CCEP GB, capable of producing 54,000 bottles per hour and over 1 million bottles each day. With a close knit team of 38 colleagues across Manufacturing, QESH, and Engineering, Morpeth offers a highly supportive learning environment and fantastic opportunities to grow your career within the site, across GB, and into wider Pan European roles. What you'll do This is a pivotal role for the site. In addition to supporting the Site in a PA capacity (travel/meeting/ diary arrangements and secretarial support), there will also be responsibility for arranging all aspects of site visits for both external and internal groups, arranging site social events, composing site communications, coordinating the site's recognition scheme and its newsletter. You will have the opportunity to demonstrate your fantastic organisational ability, your well-developed communication skills, and your MS Office skills. Confidentiality is crucial as well as a flexible approach to your working hours. The role is extremely varied but does require the ability to multi task and prioritise. What we expect of you We are looking for an experienced Site Administrator for this role and the ideal person will already have had experience supporting senior management positions. Application If you'd like to find out more, please upload a recent copy of your CV and a member of the Talent Acquisition team will be in touch. Working at CCEP Coca-Cola Europacific Partners (CCEP) is a major fast-moving consumer goods business and the world's largest independent Coca-Cola bottler. We're a dedicated team of 33,200 people, serving 2 million customers in 29 countries. We make, sell and distribute the world's most loved drinks brands - including Coca-Cola , Fanta , Sprite , Costa Coffee and Monster . We've also expanded into alcohol with ready to drink Jack Daniel's and Coca-Cola. We want a workforce that is as diverse as our products - with a culture that fosters belonging and inclusivity. From gender, age and ethnicity to sexual orientation and different abilities, we welcome people from all walks of life and empower unique perspectives. We recognise we've got some way to go, but we'll get there with the support of our people. It's them who drive our future growth. To find out more about what it's like to work at and our culture we would welcome you to speak to one of our employees on our live chat platform, just click here to speak to an insider . We recognise some people prefer not to participate in alcohol related sales, interactions, or promotions. If that's true for you - please raise this with your talent acquisition contact who will advise you on whether this role includes activities related to our alcohol portfolio. The closing date for applications is 01/04/26. We reserve the right to close this advertisement early if we receive a high volume of applications. To ensure you are considered for this role, we encourage you to apply as soon as possible.

SIPP Property Administrator £29,000 to £34,000 plus bonus and benefits SIPP Property Administrator required by this long-established competitor in the SIPP/SSAS arena to deal with the day-to-day servicing of a Property Portfolio. The firm continues to successfully source and cultivate new relationships in the IFA channel, resulting in a growth of new clients. You will deal with all non-purchase/sale related duties including - Rents (reviews, debtors, repayment plans) Leases (new, subleases) Liaison with clients, intermediaries and third-party Property Managers Refurbishments and alterations Plus claims, loan repayments, syndicate alterations, VAT and insurance Applicants will be currently working in a SIPP/SSAS Property role or Property Managers working in commercial real estate. The firm are flexible regarding working structure so can offer working from home, hybrid or office based. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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.

Management Accountant Location: Coventry, West Midlands, CV3 2RQ Salary: Competitive, DOE Contract: Permanent, Full time Benefits: • Competitive salary • Contributory pension scheme • Life cover • Incapacity benefits • Cash Back Medical Scheme About the Company: We are an innovative medical devices manufacturer of advanced wound care products, including combination products, from gelling fibres and fabrics. We deliver innovative, cost effective and quality products and solutions for the advanced wound care industry helping to improve patient care and wellbeing. About the Role: We are seeking a motivated and enthusiastic individual to join our team as a Management Accountant. In this role, you will be responsible for preparing insightful financial analysis and management accounts to support accurate financial reporting, planning, and forecasting. You will play a key part in delivering process improvements, supporting the processing of financial transactions, and ensuring that robust controls are in place and operating effectively. We are looking for someone who is eager to make a real difference, thrives on challenges, and is ready to contribute to the ongoing success of our team. If you have a passion for financial excellence and a drive to innovate, we d love to hear from you. Duties to include: • Identify, investigate, prioritise and deliver process improvements. • Provide support for transaction processing of Sales ledger, Purchase ledger, Cash and Fixed Assets to fulfil segregation of duties requirements. • Uses judgement to ensure that complex matters within these areas are appropriately accounted for and documented. • Full responsibility for accounting for stocks and cost of sales, intangible assets and some other areas in line with FRS-102, highlighting any differences to group reporting requirements. • Responsibility for preparing and ensuring the accuracy of Office of National Statistics returns, VAT returns, intrastat returns and other HMRC returns such as PSA and Class 1 A NI. • Prepare monthly management accounting reports including variable product costs and fixed product costs, (non-product) department costs, capital reporting and balance sheet reconciliations. • Use, review, maintain and update appropriate documentation of process flow and specific procedures including control mechanisms that operate. • Produce relevant notes for the statutory accounts and provide relevant support to planning and forecasting process. • Be an expert advisor and administrator for Orderwise general ledger and ensure that opportunities for automation are investigated and taken. Key skills / abilities: • Full Financial Qualification is essential e.g. CIMA or ACCA • Numerate. • Knowledge and experience of double entry accounting as well as accounting techniques employed in a multiproduct environment is essential. • Experience with Orderwise is preferred but not essential • Having successfully identified and delivered process improvements, efficiencies and cost savings is essential. • Good communication skills, with the ability to translate financial requirements for budget holders are essential. • Ability to work independently and as part of a team is essential. • Basic level of IT skills including Word, Outlook and Power Point and advanced level of Excel is essential. • Proactive attitude to time management and prioritisation and ability to work to tight deadlines under pressure are essential. • Good organisation and being adept at leaving a good audit trail is essential. • Experience of working within a Quality / Compliance environment is beneficial. • Ability to get on with and influence people internally to achieve objectives is beneficial. • Commercial awareness is beneficial. • Experience of working within a business partnering role would be helpful. Important Information: Due to the number of applications we receive, we will only contact those candidates that we want to take forward to interview; if you do not hear from us within 4 weeks, please assume that your application has been unsuccessful on this occasion. If you have the skills and experience we require for this role and are looking for a new challenge, please click on APPLY Today and forward an up-to-date CV and cover letter, explaining why you are a good fit for this role. No Agencies please!

We are currently partnered with a well established chartered accountancy who are looking for an experienced clients Payroll Admin to join their team. Responsibilities will include but are not limited to: Managing and processing a dedicated portfolio of client payrolls across all pay frequencies Processing starters and leavers Processing BACS payments for salaries and HMRC Administration of statutory payments Calculating and processing pro rata calculations An understanding of key filing deadlines Administration of Auto Enrolment for workplace pensions They are interviewing immediately, please apply if interested. 51284OC INDPAY Portfolio Payroll Ltd is acting as an Employment Business in relation to this vacancy.

Pensions Calculations Analyst required by a global Pensions Administrator to perform production and systems testing of pensions calculation automation software. Deep knowledge of Defined Benefit Schemes (DB) is essential. MS Excel/Word required; PYTHON, UNIX & SQL highly advantageous. You will: Analyse business requirements, Trust Deed and Rules and other scheme documentation and plan an appropriate software solution with a focus on accuracy, build efficiency and maintainability. Interact with third parties such as the scheme actuary and solicitors to clarify complex and technical queries. Produce detailed calculation proforma from first principles and supporting automation test packs. Work towards developing and optimizing end to end automation. Have a background in UK occupational pensions, specifically DB. Have proven ability to multi-task and work on virtual teams. Be process driven with the ability to modify your approach. Have experience establishing standards and procedures and advocating best practices. Have knowledge of Unix-based operating systems, use of the command line and SQL. Have a strong historical knowledge of UK Pensions Legislation.

An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh.You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposure to complex client cases, close collaboration with advisers, and the opportunity to support and mentor junior team members. Key Responsibilities Prepare detailed financial plans and suitability reports Support client review and new client meetings Research and analyse investments, pensions, protection, and tax strategies Review portfolios to ensure alignment with objectives, risk, and compliance Liaise with advisers, administrators, and providers to implement advice Maintain accurate client records and contribute to advice process improvements About You CII Level 4 Diploma (minimum); Level 6 study desirable Proven paraplanning experience within IFA/wealth management Strong technical knowledge of pensions, investments, tax wrappers, and protection Confident using financial planning and cash-flow software In return you will receive a really competitive salary and join a well-run business with great job satisfaction. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.