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Property Administrator
Search City, Liverpool
Property Administrator (Financial Services) Liverpool City Centre (Hybrid - 1 day Work From Home after training) Salary: Up to 35,000 (depending on experience) + annual bonus Hours: Monday to Friday with flexible start/finish times The Opportunity I'm currently working with a well-established financial services business based in Liverpool City Centre who are looking to add a Property Administrator to their growing team. This role sits within their pensions administration function and focuses on managing commercial property held within pension arrangements . It's a highly interesting and technical position, dealing with complex and high-value cases , offering excellent long-term development. Key Responsibilities Manage a portfolio of commercial properties within pension schemes Handle property transactions including acquisitions, disposals, leases, and rent reviews Work on complex casework , ensuring accuracy and attention to detail Ensure all activity is compliant with regulatory and pension scheme requirements Act as a key point of contact for internal teams, clients, and third parties Support and mentor junior team members where required Maintain strong documentation and audit trails across all cases About You Background in commercial property, conveyancing, SIPP/SSAS or legal property administration Previous exposure to financial services or pensions would be advantageous, but not essential Strong attention to detail with the ability to manage complex workloads Excellent organisational and communication skills Ability to work in a technical, process-driven environment A proactive approach with the confidence to take ownership of cases What's on Offer Salary up to 35,000 depending on experience Annual bonus scheme Hybrid working (1 day from home after training) Flexible working hours Strong benefits package Opportunity to step into a technical, specialist role within financial services Clear progression and development opportunities Why Apply? This is a fantastic opportunity for someone with a commercial property background to either continue developing within financial services or transition into the pensions/wealth sector , gaining exposure to highly technical and rewarding work. To apply or find out more, please send your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jul 27, 2026
Full time
Property Administrator (Financial Services) Liverpool City Centre (Hybrid - 1 day Work From Home after training) Salary: Up to 35,000 (depending on experience) + annual bonus Hours: Monday to Friday with flexible start/finish times The Opportunity I'm currently working with a well-established financial services business based in Liverpool City Centre who are looking to add a Property Administrator to their growing team. This role sits within their pensions administration function and focuses on managing commercial property held within pension arrangements . It's a highly interesting and technical position, dealing with complex and high-value cases , offering excellent long-term development. Key Responsibilities Manage a portfolio of commercial properties within pension schemes Handle property transactions including acquisitions, disposals, leases, and rent reviews Work on complex casework , ensuring accuracy and attention to detail Ensure all activity is compliant with regulatory and pension scheme requirements Act as a key point of contact for internal teams, clients, and third parties Support and mentor junior team members where required Maintain strong documentation and audit trails across all cases About You Background in commercial property, conveyancing, SIPP/SSAS or legal property administration Previous exposure to financial services or pensions would be advantageous, but not essential Strong attention to detail with the ability to manage complex workloads Excellent organisational and communication skills Ability to work in a technical, process-driven environment A proactive approach with the confidence to take ownership of cases What's on Offer Salary up to 35,000 depending on experience Annual bonus scheme Hybrid working (1 day from home after training) Flexible working hours Strong benefits package Opportunity to step into a technical, specialist role within financial services Clear progression and development opportunities Why Apply? This is a fantastic opportunity for someone with a commercial property background to either continue developing within financial services or transition into the pensions/wealth sector , gaining exposure to highly technical and rewarding work. To apply or find out more, please send your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Hays Specialist Recruitment Limited
Student Income Administrator
Hays Specialist Recruitment Limited Manchester, Lancashire
Student Income AdministratorLocation: Hybrid WorkingHours: 35 Hours per WeekContract: Temporary AssignmentStart Date: ASAP - temporary for 3 months - could extendGrade: 3 or 15.01 per hour plus holiday payWe are seeking a highly organised and customer-focused Student Income Administrator to provide administrative and financial support within a busy student income environment. The successful candidate will be responsible for assisting with student finance administration, processing transactions, responding to queries and delivering a high standard of customer service to students and colleagues. This role requires excellent communication skills, attention to detail and the ability to manage a varied workload in a fast-paced environment.Key Responsibilities Provide administrative support to the Student Income Team. Process basic financial transactions accurately and efficiently. Assist with student fee and income-related administration. Respond to enquiries by telephone, email and face-to-face. Deliver excellent customer service to students, staff and external stakeholders. Maintain accurate records and update relevant databases and systems. Resolve routine enquiries and escalate more complex matters where required. Support the team with general administration duties including data entry, document management and correspondence. Ensure all work is completed in line with departmental procedures and deadlines. Contribute to the efficient day-to-day operation of the Student Income function.Person Specification Essential Skills and Experience Excellent communication skills, both written and verbal. Strong customer service experience. Experience dealing with enquiries via phone, email and face-to-face. Good administrative and organisational skills. Basic finance processing experience. Ability to work accurately with a high level of attention to detail. Proficiency in Microsoft Office, including Outlook, Word and Excel. Ability to manage competing priorities and work to deadlines. Experience using finance or student record systems. Knowledge of tuition fee or income administration processes.This opportunity would suit an experienced administrator with strong customer service skills and a background in finance administration, student services or office support. You will be confident dealing with a high volume of queries, providing excellent service and maintaining accuracy when processing financial information. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Jul 27, 2026
Seasonal
Student Income AdministratorLocation: Hybrid WorkingHours: 35 Hours per WeekContract: Temporary AssignmentStart Date: ASAP - temporary for 3 months - could extendGrade: 3 or 15.01 per hour plus holiday payWe are seeking a highly organised and customer-focused Student Income Administrator to provide administrative and financial support within a busy student income environment. The successful candidate will be responsible for assisting with student finance administration, processing transactions, responding to queries and delivering a high standard of customer service to students and colleagues. This role requires excellent communication skills, attention to detail and the ability to manage a varied workload in a fast-paced environment.Key Responsibilities Provide administrative support to the Student Income Team. Process basic financial transactions accurately and efficiently. Assist with student fee and income-related administration. Respond to enquiries by telephone, email and face-to-face. Deliver excellent customer service to students, staff and external stakeholders. Maintain accurate records and update relevant databases and systems. Resolve routine enquiries and escalate more complex matters where required. Support the team with general administration duties including data entry, document management and correspondence. Ensure all work is completed in line with departmental procedures and deadlines. Contribute to the efficient day-to-day operation of the Student Income function.Person Specification Essential Skills and Experience Excellent communication skills, both written and verbal. Strong customer service experience. Experience dealing with enquiries via phone, email and face-to-face. Good administrative and organisational skills. Basic finance processing experience. Ability to work accurately with a high level of attention to detail. Proficiency in Microsoft Office, including Outlook, Word and Excel. Ability to manage competing priorities and work to deadlines. Experience using finance or student record systems. Knowledge of tuition fee or income administration processes.This opportunity would suit an experienced administrator with strong customer service skills and a background in finance administration, student services or office support. You will be confident dealing with a high volume of queries, providing excellent service and maintaining accuracy when processing financial information. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Siamo Recruitment a division of Siamo Group
Office Administrator - Financial Services
Siamo Recruitment a division of Siamo Group City, Swindon
Siamo Recruitment are proud to be partnering with a well-established financial firm based in Swindon. The business is seeking an Administrator to join their growing team and play a key role in supporting their Advisers and Operations. This is an opportunity providing stability, responsibility and cross department engagement working hand in hand with the Advisers and their clients. As the Meeting Pack Administrator you will need an attentive eye, a passion for presentation and communicative nature. Our client has been established since the early 2000 s and leads the way with their passion for providing an excellent experience. Due to the nature of the role financial service exposure is essential. What does our clients benefits scheme include? Up to a 20% annual bonus scheme (performance based) Professional investment plans for relevant courses, exams and industry training materials 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell) Annual salary reviews Recruitment referrals bonus of £250.00 Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday Free on-site parking Fresh fruit, cereals and porridge provided daily This Administrator role will hold the below responsibilities: Preparing and maintaining packs for new, current and renewing clients Working with the FA s and Practice Manager to improve processes Supporting the FA s with reviews and updates Dealing with client calls on behalf of the firm Arranging housekeeping meetings with the firms client base Supporting all departments across the firm as and when required The ideal candidate for this Administrator role will hold the below experience, skills and qualifications: Previous administrative and experience is essential Previous experience dealing with clients via the phone, email and face to face Previous experience within financial services (banking, investment, insurance or wealth management) SalesForce exposure would be advantageous Microsoft Office proficient with exposure using CRM s and Zoom Excellent communication skills with the ability to converse with all levels Attentive with an eye for detail Full UK Driving License and Own Vehicle
Jul 27, 2026
Full time
Siamo Recruitment are proud to be partnering with a well-established financial firm based in Swindon. The business is seeking an Administrator to join their growing team and play a key role in supporting their Advisers and Operations. This is an opportunity providing stability, responsibility and cross department engagement working hand in hand with the Advisers and their clients. As the Meeting Pack Administrator you will need an attentive eye, a passion for presentation and communicative nature. Our client has been established since the early 2000 s and leads the way with their passion for providing an excellent experience. Due to the nature of the role financial service exposure is essential. What does our clients benefits scheme include? Up to a 20% annual bonus scheme (performance based) Professional investment plans for relevant courses, exams and industry training materials 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell) Annual salary reviews Recruitment referrals bonus of £250.00 Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday Free on-site parking Fresh fruit, cereals and porridge provided daily This Administrator role will hold the below responsibilities: Preparing and maintaining packs for new, current and renewing clients Working with the FA s and Practice Manager to improve processes Supporting the FA s with reviews and updates Dealing with client calls on behalf of the firm Arranging housekeeping meetings with the firms client base Supporting all departments across the firm as and when required The ideal candidate for this Administrator role will hold the below experience, skills and qualifications: Previous administrative and experience is essential Previous experience dealing with clients via the phone, email and face to face Previous experience within financial services (banking, investment, insurance or wealth management) SalesForce exposure would be advantageous Microsoft Office proficient with exposure using CRM s and Zoom Excellent communication skills with the ability to converse with all levels Attentive with an eye for detail Full UK Driving License and Own Vehicle
CHS Group
Human Resources Assistant/System Administrator
CHS Group Cambridge, Cambridgeshire
Human Resources Assistant/System Administrator £31,227.25 FTE which equates to £24,981.80 for 28 hpw Cambridge Part-Time / Permanent 28 hours a week, working pattern to be agreed with successful candidate but ideally to be worked over 4 days. The option for hybrid working is available (working from home and minimum 1 day per week at head office based in Histon) to support work life balance, whilst meeting the requirements of the role. We are looking for a Human Resources Assistant/System Administrator to join our established warm and friendly HR Team. What you'll do Recruitment Assist our HR Advisors in providing advice and guidance to hiring managers in respect of all recruitment issues. Responsible for the end to end recruitment and selection cycle, from placing adverts, supporting with interview arrangements and testing; onboarding; completion of pre-employment checks including right to work, DBS, occupational health clearance and obtaining satisfactory references. Liaising with hiring managers on status. HR Metrics and reporting Prepare statistics on HR business information and any other regular and ad-hoc reports that are required for line managers, Senior Management, the Board. HR Administration Preparation of employee correspondence, including contractual and rota changes, maternity and other leave. Maintain and update the Human Resources Information System (Cascade) and manual employee records. Administer DBS renewals, leavers, annual processes including appraisals and disclosure of interest. Provide support with both internal and external audits. Assist the Executive Director, Corporate Services with Employee Forum meetings, taking meetings notes for circulation. System Administration Ensure all new accounts are set up with appropriate access to Cascade and Networx in accordance with agreed protocols. Resolve internal Cascade and Networx issues and raise helpdesks tickets as required. About You CIPD Level 3 Foundation Certificate in People Practice or equivalent experience. Ability to undertake a complex range of tasks, organise and prioritise work to ensure deadlines are met, with excellent attention to detail. Excellent oral and written communication skills, with a professional manner at all times. Proficient in Microsoft Office (Word/Excel/Outlook) and HR/Recruitment databases, with experience of producing reports. Experience of working in a busy and varied administration role or in a HR Department. Benefits - Employee discount scheme (retail, leisure, gym membership and fitness equipment) - Doctor Care Anywhere (telehealth service offering private online GP and nurse appointments via video and phone) - Employee Assistance Programme - Financial wellbeing hub - access to advice and support from experts, whether you're budgeting, interested in investing or retirement planning - Refurbished Tech - access to the latest models at affordable prices, with a 12-month warranty and 30-day money back guarantee. - Cycle to work scheme (salary sacrifice) - One day off a year to volunteer for a charity of your choice - 30 days holiday, increasing to 35 days per annum, inclusive of bank holidays (pro rata for part-time staff), depending on length of service - Holiday purchase scheme - up to 5 days per annum (pro rata for part-time staff) - Company sick pay - 58p per mile business mileage allowance - Refer a friend scheme (£250) - Contributory pension scheme, which both you and CHS contribute to - Enhanced maternity and paternity leave - Flexible Working Policy - Full induction - Comprehensive free training and development opportunities with paid time off - Free DBS (for relevant posts) - Free onsite/nearby parking - Hybrid Working Policy - Flexitime Closing date: Thursday 6 August 2026 Interview Date: Thursday 13 August 2026
Jul 27, 2026
Full time
Human Resources Assistant/System Administrator £31,227.25 FTE which equates to £24,981.80 for 28 hpw Cambridge Part-Time / Permanent 28 hours a week, working pattern to be agreed with successful candidate but ideally to be worked over 4 days. The option for hybrid working is available (working from home and minimum 1 day per week at head office based in Histon) to support work life balance, whilst meeting the requirements of the role. We are looking for a Human Resources Assistant/System Administrator to join our established warm and friendly HR Team. What you'll do Recruitment Assist our HR Advisors in providing advice and guidance to hiring managers in respect of all recruitment issues. Responsible for the end to end recruitment and selection cycle, from placing adverts, supporting with interview arrangements and testing; onboarding; completion of pre-employment checks including right to work, DBS, occupational health clearance and obtaining satisfactory references. Liaising with hiring managers on status. HR Metrics and reporting Prepare statistics on HR business information and any other regular and ad-hoc reports that are required for line managers, Senior Management, the Board. HR Administration Preparation of employee correspondence, including contractual and rota changes, maternity and other leave. Maintain and update the Human Resources Information System (Cascade) and manual employee records. Administer DBS renewals, leavers, annual processes including appraisals and disclosure of interest. Provide support with both internal and external audits. Assist the Executive Director, Corporate Services with Employee Forum meetings, taking meetings notes for circulation. System Administration Ensure all new accounts are set up with appropriate access to Cascade and Networx in accordance with agreed protocols. Resolve internal Cascade and Networx issues and raise helpdesks tickets as required. About You CIPD Level 3 Foundation Certificate in People Practice or equivalent experience. Ability to undertake a complex range of tasks, organise and prioritise work to ensure deadlines are met, with excellent attention to detail. Excellent oral and written communication skills, with a professional manner at all times. Proficient in Microsoft Office (Word/Excel/Outlook) and HR/Recruitment databases, with experience of producing reports. Experience of working in a busy and varied administration role or in a HR Department. Benefits - Employee discount scheme (retail, leisure, gym membership and fitness equipment) - Doctor Care Anywhere (telehealth service offering private online GP and nurse appointments via video and phone) - Employee Assistance Programme - Financial wellbeing hub - access to advice and support from experts, whether you're budgeting, interested in investing or retirement planning - Refurbished Tech - access to the latest models at affordable prices, with a 12-month warranty and 30-day money back guarantee. - Cycle to work scheme (salary sacrifice) - One day off a year to volunteer for a charity of your choice - 30 days holiday, increasing to 35 days per annum, inclusive of bank holidays (pro rata for part-time staff), depending on length of service - Holiday purchase scheme - up to 5 days per annum (pro rata for part-time staff) - Company sick pay - 58p per mile business mileage allowance - Refer a friend scheme (£250) - Contributory pension scheme, which both you and CHS contribute to - Enhanced maternity and paternity leave - Flexible Working Policy - Full induction - Comprehensive free training and development opportunities with paid time off - Free DBS (for relevant posts) - Free onsite/nearby parking - Hybrid Working Policy - Flexitime Closing date: Thursday 6 August 2026 Interview Date: Thursday 13 August 2026
83Zero Ltd
GCP Cloud Architect (Banking Domain)
83Zero Ltd City, London
GCP Cloud Architect (Banking) Location: London (Hybrid - 1-2 days per week in the office) Salary: £90,000 - £100,000 + Bonus + Excellent Benefits We're partnering with a leading global technology consultancy that's continuing to invest heavily in its Cloud Engineering and Financial Services practice. As part of this growth, we're looking for an experienced GCP Cloud Architect to join a team delivering large-scale cloud transformation programmes for major banking clients. This is an opportunity to work on complex, enterprise-scale cloud platforms, helping to design secure, scalable, and automated cloud environments that support critical banking services. You'll collaborate with architects, engineers, platform teams, and business stakeholders to define cloud strategy and implement best practices across modern cloud-native environments. What you'll be doing You'll lead the design and delivery of cloud architecture solutions across Google Cloud Platform, while also leveraging Azure where required. You'll be responsible for designing enterprise Landing Zones, developing Infrastructure as Code solutions, establishing cloud governance standards, and supporting the adoption of modern DevOps practices. Working within highly regulated financial services environments, you'll help shape cloud strategy, improve platform resilience, and ensure solutions meet security, compliance, and operational requirements. What we're looking for We're looking for someone with proven experience designing enterprise cloud solutions on Google Cloud Platform (GCP) , alongside strong Azure knowledge. You'll have hands-on experience with Kubernetes , particularly Google Kubernetes Engine (GKE) and Azure Kubernetes Service (AKS) , and be confident designing scalable, production-grade container platforms. You'll have strong expertise in Terraform and Terraform Cloud , using Infrastructure as Code to automate cloud deployments and platform provisioning. Experience working with CI/CD tools such as Jenkins, GitHub Actions, or Harness , together with Python for automation and Scripting, is essential. You'll also have a solid understanding of cloud governance, policy-as-code frameworks such as OPA or Sentinel , and enterprise security best practices within regulated environments. Experience with developer platforms such as Backstage would be advantageous. Preferred Certifications Google Professional Cloud Architect Microsoft Azure Solutions Architect Expert Certified Kubernetes Administrator (CKA) or equivalent Kubernetes certification What's on offer You'll join one of the world's leading technology consultancies, working on high-profile cloud transformation programmes for some of the UK's largest banking organisations. If you're passionate about enterprise cloud architecture and want to play a key role in shaping the future of cloud within financial services, we'd love to hear from you.
Jul 27, 2026
Full time
GCP Cloud Architect (Banking) Location: London (Hybrid - 1-2 days per week in the office) Salary: £90,000 - £100,000 + Bonus + Excellent Benefits We're partnering with a leading global technology consultancy that's continuing to invest heavily in its Cloud Engineering and Financial Services practice. As part of this growth, we're looking for an experienced GCP Cloud Architect to join a team delivering large-scale cloud transformation programmes for major banking clients. This is an opportunity to work on complex, enterprise-scale cloud platforms, helping to design secure, scalable, and automated cloud environments that support critical banking services. You'll collaborate with architects, engineers, platform teams, and business stakeholders to define cloud strategy and implement best practices across modern cloud-native environments. What you'll be doing You'll lead the design and delivery of cloud architecture solutions across Google Cloud Platform, while also leveraging Azure where required. You'll be responsible for designing enterprise Landing Zones, developing Infrastructure as Code solutions, establishing cloud governance standards, and supporting the adoption of modern DevOps practices. Working within highly regulated financial services environments, you'll help shape cloud strategy, improve platform resilience, and ensure solutions meet security, compliance, and operational requirements. What we're looking for We're looking for someone with proven experience designing enterprise cloud solutions on Google Cloud Platform (GCP) , alongside strong Azure knowledge. You'll have hands-on experience with Kubernetes , particularly Google Kubernetes Engine (GKE) and Azure Kubernetes Service (AKS) , and be confident designing scalable, production-grade container platforms. You'll have strong expertise in Terraform and Terraform Cloud , using Infrastructure as Code to automate cloud deployments and platform provisioning. Experience working with CI/CD tools such as Jenkins, GitHub Actions, or Harness , together with Python for automation and Scripting, is essential. You'll also have a solid understanding of cloud governance, policy-as-code frameworks such as OPA or Sentinel , and enterprise security best practices within regulated environments. Experience with developer platforms such as Backstage would be advantageous. Preferred Certifications Google Professional Cloud Architect Microsoft Azure Solutions Architect Expert Certified Kubernetes Administrator (CKA) or equivalent Kubernetes certification What's on offer You'll join one of the world's leading technology consultancies, working on high-profile cloud transformation programmes for some of the UK's largest banking organisations. If you're passionate about enterprise cloud architecture and want to play a key role in shaping the future of cloud within financial services, we'd love to hear from you.
Reed
Ifa Administrator/Trainee Paraplanner 2 days in office 3 days wfh
Reed Exeter, Devon
Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.
Jul 27, 2026
Full time
Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.
Hays Specialist Recruitment Limited
Governance Officer
Hays Specialist Recruitment Limited Warrington, Cheshire
Governance Officer (Entry Level) - Social Housing Temporary Contract - 3 Months Weekly Pay Hybrid WorkingLocation: Warrington(1 day per week in the office, remainder home-based)Contract: 3-Month Temporary AssignmentSector: Social Housing Your New Company Hays are proud to be partnering with a leading social housing organisation that is committed to creating places where people can thrive and be recognised. Due to an increase in workload, an exciting opportunity has arisen for a Governance Officer (Entry Level) to join their Governance & Assurance team on a 3 month initial contract assignment. This is an excellent opportunity for someone looking to build or develop a career within governance, corporate services or social housing working alongside experienced governance professionals in a supportive and collaborative environment. Your New Role As Governance Officer, you will provide efficient and effective governance and regulatory compliance support across the organisation. Working closely with the Governance Manager and Senior Governance Officer, you will play a key role in supporting Board and Committee activities, maintaining governance records and ensuring governance processes operate smoothly and effectively. Key responsibilities will include: Supporting Board and Committee meetings; including agenda preparation, report collation and minute taking. Providing governance advice and administrative support to colleagues across the organisation. Assisting with the signing and sealing of legal documents, ensuring correct company information and execution clauses are used. Maintaining governance policies, procedures and guidance documents. Managing diaries and administrative arrangements for Board and Committee meetings. Organising conferences, training events, travel, accommodation and meeting room bookings. Supporting financial administration processes, including invoice processing, expenses and mileage claims. Managing document control, record keeping and archiving systems. Assisting with wider governance and corporate administration activities as required. What You'll Need to Succeed Experience supporting governance, committee, board or corporate administration functions - ideally within Social Housing or a similar sector! Strong minute-taking experience with excellent written communication skills. Excellent organisational skills and attention to detail. The ability to handle confidential and sensitive information appropriately. Strong relationship-building skills and the confidence to work with stakeholders at all levels. Good IT skills, including Microsoft Outlook, Excel and PowerPoint. Desirable criteria include: Level 4 Governance qualification Experience using Diligent or other Board Management software. Experience using entity management systems. Previous experience within social housing, regulated sectors or corporate governance environments. What You'll Get in Return 3-month temporary contract with the possibility of extension. Hybrid working model with just 1 day per week in the office. Weekly pay through Hays. Dedicated Hays consultant support throughout your assignment. Opportunity to gain valuable experience within a respected social housing organisation. Flexible and supportive working environment. Apply Now If you're an organised administrator with strong attention to detail and an interest in governance, compliance or social housing - we'd love to hear from you.Apply today or contact Hays Social Housing for a confidential discussion about this opportunity. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Jul 27, 2026
Seasonal
Governance Officer (Entry Level) - Social Housing Temporary Contract - 3 Months Weekly Pay Hybrid WorkingLocation: Warrington(1 day per week in the office, remainder home-based)Contract: 3-Month Temporary AssignmentSector: Social Housing Your New Company Hays are proud to be partnering with a leading social housing organisation that is committed to creating places where people can thrive and be recognised. Due to an increase in workload, an exciting opportunity has arisen for a Governance Officer (Entry Level) to join their Governance & Assurance team on a 3 month initial contract assignment. This is an excellent opportunity for someone looking to build or develop a career within governance, corporate services or social housing working alongside experienced governance professionals in a supportive and collaborative environment. Your New Role As Governance Officer, you will provide efficient and effective governance and regulatory compliance support across the organisation. Working closely with the Governance Manager and Senior Governance Officer, you will play a key role in supporting Board and Committee activities, maintaining governance records and ensuring governance processes operate smoothly and effectively. Key responsibilities will include: Supporting Board and Committee meetings; including agenda preparation, report collation and minute taking. Providing governance advice and administrative support to colleagues across the organisation. Assisting with the signing and sealing of legal documents, ensuring correct company information and execution clauses are used. Maintaining governance policies, procedures and guidance documents. Managing diaries and administrative arrangements for Board and Committee meetings. Organising conferences, training events, travel, accommodation and meeting room bookings. Supporting financial administration processes, including invoice processing, expenses and mileage claims. Managing document control, record keeping and archiving systems. Assisting with wider governance and corporate administration activities as required. What You'll Need to Succeed Experience supporting governance, committee, board or corporate administration functions - ideally within Social Housing or a similar sector! Strong minute-taking experience with excellent written communication skills. Excellent organisational skills and attention to detail. The ability to handle confidential and sensitive information appropriately. Strong relationship-building skills and the confidence to work with stakeholders at all levels. Good IT skills, including Microsoft Outlook, Excel and PowerPoint. Desirable criteria include: Level 4 Governance qualification Experience using Diligent or other Board Management software. Experience using entity management systems. Previous experience within social housing, regulated sectors or corporate governance environments. What You'll Get in Return 3-month temporary contract with the possibility of extension. Hybrid working model with just 1 day per week in the office. Weekly pay through Hays. Dedicated Hays consultant support throughout your assignment. Opportunity to gain valuable experience within a respected social housing organisation. Flexible and supportive working environment. Apply Now If you're an organised administrator with strong attention to detail and an interest in governance, compliance or social housing - we'd love to hear from you.Apply today or contact Hays Social Housing for a confidential discussion about this opportunity. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
OneAdvanced
Senior Systems Engineer
OneAdvanced York, Yorkshire
hackajob is collaborating with OneAdvanced to connect them with exceptional professionals for this role. Our IT Managed Services business enables customers to innovate, transform, and seize new opportunities. The Technical Operations function underpins this mission by delivering enterprise-grade, 24x7x365 technical support to mid-market clients across both public and private sectors. We operate a shared services model aligned with ITIL v4, underpinned by ServiceNow, automation, and generative and agentic AI. Our 24x7 Operations squads are responsible for maintaining the stability, security, and continuous improvement of customer environments across cloud, infrastructure, and modern workplace services. As a Systems Engineer (Modern Workplace), you will specialise in Microsoft 365 and endpoint management services. You will support live service operations across multiple customer environments, ensuring that collaboration platforms, identity services, and end-user technologies remain secure, stable, and well governed. You will contribute to incident resolution, proactive service management, and continuous improvement, while developing deeper technical capability across the Microsoft ecosystem and adjacent automation platforms. What you will be doing Provide third-line operational support across Microsoft 365 services, including Exchange Online, SharePoint Online, Teams, OneDrive and Entra ID. Administer and support Microsoft Intune and endpoint management solutions, including device compliance, configuration profiles, and application deployment. Resolve incidents, fulfil service requests, and implement standard changes in line with defined runbooks and ITIL practices. Monitor service health, security posture, and platform alerts, taking proactive action to prevent incidents and improve stability. Support identity and access management activities, including conditional access, MFA, and role-based access controls. Contribute to patching, policy enforcement, and configuration management across Modern Workplace services. Use ServiceNow effectively to manage work, maintain accurate records, and ensure Configuration Items are correctly updated within the CMDB. Participate fully in shift handovers, maintaining clear and structured communication of risks, actions, and service status. Identify repeat issues, inefficiencies, or gaps in documentation and take ownership of improvement opportunities. Contribute to the development and maintenance of knowledge articles, runbooks, and operational standards. Support and adopt automation practices using PowerShell, Power Platform, or other tooling to reduce manual effort and improve consistency. Collaborate with engineers across infrastructure, network, and security domains to resolve cross-platform issues. Strong working knowledge of Microsoft 365 administration in an operational environment. Experience supporting Intune / Endpoint Manager and Windows device management. Understanding of Entra ID (Azure AD), identity controls, and access governance. Practical experience working within an ITIL-aligned support model (Incident, Change, Problem). Strong troubleshooting capability, with a structured and methodical approach. Experience using ITSM tooling such as ServiceNow. Ability to manage workload effectively in a shared services, multi-customer environment. Clear and concise communication skills, both written and verbal. A disciplined approach to documentation and knowledge sharing. Willingness to work a 24x7 shift pattern including nights, weekends, and public holidays. Eligibility for UK Government Security Check (SC) clearance. Desirable skills and experience Experience supporting Microsoft Teams telephony and collaboration services. Exposure to Power Platform (Power Automate, Power Apps) for operational improvement. Scripting or automation experience using PowerShell. Awareness of security frameworks and controls (e.g. conditional access, endpoint security baselines). Experience working in an MSP or shared service environment. Microsoft 365 Certified: Endpoint Administrator Associate. Microsoft 365 Certified: Administrator Expert. Microsoft Certified: Identity and Access Administrator Associate. Please note, applicants must have the legal right to work in the UK at the time of application. Wellbeing that means something 26 days' holiday + bank holidays (and the option to buy more) plus 1 paid volunteering day every year Exceptional family leave , 26 weeks fully paid maternity/adoption, 4 weeks fully paid paternity, 22 weeks fully paid shared parental leave, plus 5 days paid bereavement leave Robust sick pay of up to 13 weeks full pay + 13 weeks half pay 24/7 Employee Assistance Programme for confidential support Private medical insurance for everyone , no medical-history exclusions Financial benefits that have your back Performance-based rewards tailored to your role , from company-wide bonuses to OTE and commission structures Income protection : up to 75% salary for 5 years if you ever need it Grow your career with us SkillsHub learning platform with leadership pathways, future-manager training, and a huge online library Access to external training and apprenticeships Making a Difference MatchIt! Fundraise for a cause close to your heart and OneAdvanced will match part of the funding Pennies from Heaven donate the pennies from your pay check to help make a difference without lifting a finger Plus plenty other flexible benefits to suit your lifestyle on our RewardHub, including: ULEV car scheme with 1,000+ models Dental insurance, Health Cash Plan, Critical Illness Cover, Partner Life Cover At OneAdvanced, we are at the forefront of delivering sector-focused technology solutions that simplify complexity, drive meaningful progress, and help build a fairer, more inclusive society. We're much more than a software company. We deliver SaaS workflow applications and IT services that power organisations across Education, Government, Healthcare, Legal, Manufacturing, Housing, Retail, and more. OneAdvanced is one of the UK's largest business software and services companies. Based in Birmingham (The Mailbox), operating across the UK, Ireland, India, and Australia. Our secure, scalable platform, including OneAdvanced AI, our private AI service for UK organisations, powers connectivity and innovation across critical sectors. Alongside our software are our IT services, including hosting, managed services, and application modernisation. We strive to create an inclusive workplace that drives innovation and collaboration, championing diverse perspectives and ideas. Our Environmental, Social and Governance (ESG) strategy is embedded in everything we do, guiding us to create meaningful impact for our people, our customers and the planet. Proud to be recognised in the Financial Times' Best Employers 2026 list for the second-year running, an independent and data led ranking based on employee feedback. Join us and become part of a team that's powering the world of work and making a real difference. Join us and become part of a team that's powering the world of work and making a real difference. Learn more at
Jul 27, 2026
Full time
hackajob is collaborating with OneAdvanced to connect them with exceptional professionals for this role. Our IT Managed Services business enables customers to innovate, transform, and seize new opportunities. The Technical Operations function underpins this mission by delivering enterprise-grade, 24x7x365 technical support to mid-market clients across both public and private sectors. We operate a shared services model aligned with ITIL v4, underpinned by ServiceNow, automation, and generative and agentic AI. Our 24x7 Operations squads are responsible for maintaining the stability, security, and continuous improvement of customer environments across cloud, infrastructure, and modern workplace services. As a Systems Engineer (Modern Workplace), you will specialise in Microsoft 365 and endpoint management services. You will support live service operations across multiple customer environments, ensuring that collaboration platforms, identity services, and end-user technologies remain secure, stable, and well governed. You will contribute to incident resolution, proactive service management, and continuous improvement, while developing deeper technical capability across the Microsoft ecosystem and adjacent automation platforms. What you will be doing Provide third-line operational support across Microsoft 365 services, including Exchange Online, SharePoint Online, Teams, OneDrive and Entra ID. Administer and support Microsoft Intune and endpoint management solutions, including device compliance, configuration profiles, and application deployment. Resolve incidents, fulfil service requests, and implement standard changes in line with defined runbooks and ITIL practices. Monitor service health, security posture, and platform alerts, taking proactive action to prevent incidents and improve stability. Support identity and access management activities, including conditional access, MFA, and role-based access controls. Contribute to patching, policy enforcement, and configuration management across Modern Workplace services. Use ServiceNow effectively to manage work, maintain accurate records, and ensure Configuration Items are correctly updated within the CMDB. Participate fully in shift handovers, maintaining clear and structured communication of risks, actions, and service status. Identify repeat issues, inefficiencies, or gaps in documentation and take ownership of improvement opportunities. Contribute to the development and maintenance of knowledge articles, runbooks, and operational standards. Support and adopt automation practices using PowerShell, Power Platform, or other tooling to reduce manual effort and improve consistency. Collaborate with engineers across infrastructure, network, and security domains to resolve cross-platform issues. Strong working knowledge of Microsoft 365 administration in an operational environment. Experience supporting Intune / Endpoint Manager and Windows device management. Understanding of Entra ID (Azure AD), identity controls, and access governance. Practical experience working within an ITIL-aligned support model (Incident, Change, Problem). Strong troubleshooting capability, with a structured and methodical approach. Experience using ITSM tooling such as ServiceNow. Ability to manage workload effectively in a shared services, multi-customer environment. Clear and concise communication skills, both written and verbal. A disciplined approach to documentation and knowledge sharing. Willingness to work a 24x7 shift pattern including nights, weekends, and public holidays. Eligibility for UK Government Security Check (SC) clearance. Desirable skills and experience Experience supporting Microsoft Teams telephony and collaboration services. Exposure to Power Platform (Power Automate, Power Apps) for operational improvement. Scripting or automation experience using PowerShell. Awareness of security frameworks and controls (e.g. conditional access, endpoint security baselines). Experience working in an MSP or shared service environment. Microsoft 365 Certified: Endpoint Administrator Associate. Microsoft 365 Certified: Administrator Expert. Microsoft Certified: Identity and Access Administrator Associate. Please note, applicants must have the legal right to work in the UK at the time of application. Wellbeing that means something 26 days' holiday + bank holidays (and the option to buy more) plus 1 paid volunteering day every year Exceptional family leave , 26 weeks fully paid maternity/adoption, 4 weeks fully paid paternity, 22 weeks fully paid shared parental leave, plus 5 days paid bereavement leave Robust sick pay of up to 13 weeks full pay + 13 weeks half pay 24/7 Employee Assistance Programme for confidential support Private medical insurance for everyone , no medical-history exclusions Financial benefits that have your back Performance-based rewards tailored to your role , from company-wide bonuses to OTE and commission structures Income protection : up to 75% salary for 5 years if you ever need it Grow your career with us SkillsHub learning platform with leadership pathways, future-manager training, and a huge online library Access to external training and apprenticeships Making a Difference MatchIt! Fundraise for a cause close to your heart and OneAdvanced will match part of the funding Pennies from Heaven donate the pennies from your pay check to help make a difference without lifting a finger Plus plenty other flexible benefits to suit your lifestyle on our RewardHub, including: ULEV car scheme with 1,000+ models Dental insurance, Health Cash Plan, Critical Illness Cover, Partner Life Cover At OneAdvanced, we are at the forefront of delivering sector-focused technology solutions that simplify complexity, drive meaningful progress, and help build a fairer, more inclusive society. We're much more than a software company. We deliver SaaS workflow applications and IT services that power organisations across Education, Government, Healthcare, Legal, Manufacturing, Housing, Retail, and more. OneAdvanced is one of the UK's largest business software and services companies. Based in Birmingham (The Mailbox), operating across the UK, Ireland, India, and Australia. Our secure, scalable platform, including OneAdvanced AI, our private AI service for UK organisations, powers connectivity and innovation across critical sectors. Alongside our software are our IT services, including hosting, managed services, and application modernisation. We strive to create an inclusive workplace that drives innovation and collaboration, championing diverse perspectives and ideas. Our Environmental, Social and Governance (ESG) strategy is embedded in everything we do, guiding us to create meaningful impact for our people, our customers and the planet. Proud to be recognised in the Financial Times' Best Employers 2026 list for the second-year running, an independent and data led ranking based on employee feedback. Join us and become part of a team that's powering the world of work and making a real difference. Join us and become part of a team that's powering the world of work and making a real difference. Learn more at
Yolk Recruitment
Finance Administrator
Yolk Recruitment Rogerstone, Gwent
Finance Administrator Newport Up to 29,000 + Excellent Benefits Are you an experienced Finance Administrator looking to join a professional organisation where accuracy, compliance and attention to detail are at the heart of what you do? We're recruiting for a Finance Administrator to join a well-established organisation in Newport. This is an excellent opportunity for someone with experience working in a highly regulated environment , such as FCA-regulated Financial Services, Legal Servicesm, or Insurance , who is looking to join a supportive team with genuine long-term career prospects. The Role Working as part of a friendly finance team, you'll be responsible for supporting the day-to-day financial operations of the business, ensuring all transactions are processed accurately and in line with regulatory requirements. Key responsibilities include: Processing client and office account transactions. Posting receipts and payments. Completing daily bank reconciliations. Processing electronic payments and transfers. Maintaining accurate financial records. Supporting colleagues with finance-related queries. Assisting with month-end finance processes. Ensuring compliance with internal procedures and regulatory requirements. About You We're looking for someone who has: Previous experience in a Finance Administrator, Cashier or Finance Assistant role. Experience working within a highly regulated environment such as Legal, FCA-regulated Financial Services or Insurance . Excellent attention to detail and a high level of accuracy. Strong organisational and communication skills. The ability to manage multiple priorities in a fast-paced environment. Previous knowledge of legal finance or SRA Accounts Rules would be advantageous, but applications are also welcomed from candidates with transferable experience gained in other regulated sectors. What's on Offer? Salary up to 29,000 , depending on experience. Excellent benefits package. Office closure over the Christmas period. Friendly, collaborative and supportive team environment. Long-term career development opportunities. Hybrid working available following a successful training and onboarding period (minimum three days per week in the office). The opportunity to join a stable organisation where quality, teamwork and employee wellbeing are genuinely valued. If you're looking for your next challenge within a regulated finance environment and want to join an organisation that will support your development, we'd love to hear from you. Apply today or contact us for a confidential discussion.
Jul 27, 2026
Full time
Finance Administrator Newport Up to 29,000 + Excellent Benefits Are you an experienced Finance Administrator looking to join a professional organisation where accuracy, compliance and attention to detail are at the heart of what you do? We're recruiting for a Finance Administrator to join a well-established organisation in Newport. This is an excellent opportunity for someone with experience working in a highly regulated environment , such as FCA-regulated Financial Services, Legal Servicesm, or Insurance , who is looking to join a supportive team with genuine long-term career prospects. The Role Working as part of a friendly finance team, you'll be responsible for supporting the day-to-day financial operations of the business, ensuring all transactions are processed accurately and in line with regulatory requirements. Key responsibilities include: Processing client and office account transactions. Posting receipts and payments. Completing daily bank reconciliations. Processing electronic payments and transfers. Maintaining accurate financial records. Supporting colleagues with finance-related queries. Assisting with month-end finance processes. Ensuring compliance with internal procedures and regulatory requirements. About You We're looking for someone who has: Previous experience in a Finance Administrator, Cashier or Finance Assistant role. Experience working within a highly regulated environment such as Legal, FCA-regulated Financial Services or Insurance . Excellent attention to detail and a high level of accuracy. Strong organisational and communication skills. The ability to manage multiple priorities in a fast-paced environment. Previous knowledge of legal finance or SRA Accounts Rules would be advantageous, but applications are also welcomed from candidates with transferable experience gained in other regulated sectors. What's on Offer? Salary up to 29,000 , depending on experience. Excellent benefits package. Office closure over the Christmas period. Friendly, collaborative and supportive team environment. Long-term career development opportunities. Hybrid working available following a successful training and onboarding period (minimum three days per week in the office). The opportunity to join a stable organisation where quality, teamwork and employee wellbeing are genuinely valued. If you're looking for your next challenge within a regulated finance environment and want to join an organisation that will support your development, we'd love to hear from you. Apply today or contact us for a confidential discussion.
Get Recruited (UK) Ltd
Commercial Account Executive
Get Recruited (UK) Ltd
Account Executive: Location: Warwick Package: Salary up to 30,000 base + Uncapped Monthly Commission Are you an Account Executive tired of being an administrator who is occasionally allowed to visit a client? Lots of AE roles are designed to keep you busy, not successful. You're given a massive renewal list, told to "hit the phones," and then immediately bogged down with processing, MTAs, and paperwork. We are working with a well-established, independent broker in Warwick that is looking to break that cycle. They don't want a processor- they want a business builder. The Opportunity This firm understands that your time is most valuable when you are in front of clients, not behind a screen. They have invested in a dedicated Account Handler for this role, ensuring you spend your day focused on strategy and relationships, while the technical heavy lifting is taken care of. What You'll Be Doing Own the Relationship: Act as the face of the business, managing a quality SME portfolio with clear scope to transition into more complex, larger risks. Focus on New Business: With dedicated handling support, you'll have the capacity to network, build your pipeline, and win new business in your chosen specialism. Drive Your Own Success: No "corporate" commission caps or complex sliding scales. You'll be rewarded directly for your results with an uncapped monthly commission structure. What We're Looking For Experience: You have 5+ years of industry experience and know commercial insurance inside out. Client-Ready: You can walk into a meeting, identify a client's unique risk profile, and win the business without relying on a script. Ambition: You are a high-performer currently trapped in a "low-output" environment. You want the back-office support that allows your sales ability to actually shine. Why This Is Your Move The Support: Dedicated handling support so you can focus 100% on revenue generation. The Reward: Uncapped monthly commission - you see the direct financial impact of every client you win. The Freedom: You have the heritage of an established independent broker behind you, but the autonomy to shape your own specialism and desk. To Apply I am currently mapping the Warwick market for this specific hire. If you are ready to stop spending your day on admin and start building a book that actually pays you, please submit your CV today for immediate consideration, or reach out for a confidential 5-minute chat. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
Jul 27, 2026
Full time
Account Executive: Location: Warwick Package: Salary up to 30,000 base + Uncapped Monthly Commission Are you an Account Executive tired of being an administrator who is occasionally allowed to visit a client? Lots of AE roles are designed to keep you busy, not successful. You're given a massive renewal list, told to "hit the phones," and then immediately bogged down with processing, MTAs, and paperwork. We are working with a well-established, independent broker in Warwick that is looking to break that cycle. They don't want a processor- they want a business builder. The Opportunity This firm understands that your time is most valuable when you are in front of clients, not behind a screen. They have invested in a dedicated Account Handler for this role, ensuring you spend your day focused on strategy and relationships, while the technical heavy lifting is taken care of. What You'll Be Doing Own the Relationship: Act as the face of the business, managing a quality SME portfolio with clear scope to transition into more complex, larger risks. Focus on New Business: With dedicated handling support, you'll have the capacity to network, build your pipeline, and win new business in your chosen specialism. Drive Your Own Success: No "corporate" commission caps or complex sliding scales. You'll be rewarded directly for your results with an uncapped monthly commission structure. What We're Looking For Experience: You have 5+ years of industry experience and know commercial insurance inside out. Client-Ready: You can walk into a meeting, identify a client's unique risk profile, and win the business without relying on a script. Ambition: You are a high-performer currently trapped in a "low-output" environment. You want the back-office support that allows your sales ability to actually shine. Why This Is Your Move The Support: Dedicated handling support so you can focus 100% on revenue generation. The Reward: Uncapped monthly commission - you see the direct financial impact of every client you win. The Freedom: You have the heritage of an established independent broker behind you, but the autonomy to shape your own specialism and desk. To Apply I am currently mapping the Warwick market for this specific hire. If you are ready to stop spending your day on admin and start building a book that actually pays you, please submit your CV today for immediate consideration, or reach out for a confidential 5-minute chat. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
GMP Recruitment Agency Ltd
IFA Administrator
GMP Recruitment Agency Ltd Bromsgrove, Worcestershire
IFA Administrator Bromsgrove Full-Time, permanent, office-based Salary: 28,000 - 30,000 per annum (depending on experience) Quarterly bonus scheme GMP Worldwide are delighted to be working with an established and growing independent financial planning firm who are looking to recruit an experienced IFA Administrator to join its busy and supportive team. This is an excellent opportunity for someone with previous experience in an IFA environment who enjoys delivering outstanding client service while supporting advisers through the full new business process. The successful candidate will play a vital role in ensuring cases are processed efficiently, compliantly, and to the highest standard. If you're organised, detail-focused and looking to further your career within a professional financial planning business that genuinely invests in its people, we'd love to hear from you. Key Responsibilities Managing new business cases from initial onboarding through to completion. Liaising with clients and product providers, delivering a professional and efficient service. Requesting information from providers using Letters of Authority (LOAs) and reviewing documentation received. Preparing quotations, valuations and supporting documentation for client meetings. Processing new business applications and submitting documentation to providers. Proactively chasing providers to ensure applications progress efficiently and resolving any outstanding issues. Maintaining accurate client records within the back-office system. Updating management information through accurate record keeping. Carrying out compliance and quality checks to ensure all business meets regulatory and company requirements. Processing client instructions, including fund switches, withdrawals and other servicing requests. Producing reports and documentation for advisers and management. Supporting the continuous improvement of administrative processes and client service standards. Essential experience needed: A minimum of 2 years' experience working within an IFA or financial planning environment. Excellent attention to detail and high levels of accuracy. A good understanding of confidentiality and data protection. Strong IT skills, including Microsoft Office and financial services back-office systems. What's on Offer? Private medical insurance (after probation). Healthcare cash plan (after probation). Full study support, including: Professional examination fees paid. Qualification achievement bonuses. Paid time off for examinations. Ongoing coaching and mentoring. Excellent career progression opportunities. GMP Employment Agency Ltd are recruiting for this role on behalf of their client and are acting as an employment agency.
Jul 27, 2026
Full time
IFA Administrator Bromsgrove Full-Time, permanent, office-based Salary: 28,000 - 30,000 per annum (depending on experience) Quarterly bonus scheme GMP Worldwide are delighted to be working with an established and growing independent financial planning firm who are looking to recruit an experienced IFA Administrator to join its busy and supportive team. This is an excellent opportunity for someone with previous experience in an IFA environment who enjoys delivering outstanding client service while supporting advisers through the full new business process. The successful candidate will play a vital role in ensuring cases are processed efficiently, compliantly, and to the highest standard. If you're organised, detail-focused and looking to further your career within a professional financial planning business that genuinely invests in its people, we'd love to hear from you. Key Responsibilities Managing new business cases from initial onboarding through to completion. Liaising with clients and product providers, delivering a professional and efficient service. Requesting information from providers using Letters of Authority (LOAs) and reviewing documentation received. Preparing quotations, valuations and supporting documentation for client meetings. Processing new business applications and submitting documentation to providers. Proactively chasing providers to ensure applications progress efficiently and resolving any outstanding issues. Maintaining accurate client records within the back-office system. Updating management information through accurate record keeping. Carrying out compliance and quality checks to ensure all business meets regulatory and company requirements. Processing client instructions, including fund switches, withdrawals and other servicing requests. Producing reports and documentation for advisers and management. Supporting the continuous improvement of administrative processes and client service standards. Essential experience needed: A minimum of 2 years' experience working within an IFA or financial planning environment. Excellent attention to detail and high levels of accuracy. A good understanding of confidentiality and data protection. Strong IT skills, including Microsoft Office and financial services back-office systems. What's on Offer? Private medical insurance (after probation). Healthcare cash plan (after probation). Full study support, including: Professional examination fees paid. Qualification achievement bonuses. Paid time off for examinations. Ongoing coaching and mentoring. Excellent career progression opportunities. GMP Employment Agency Ltd are recruiting for this role on behalf of their client and are acting as an employment agency.
Lowry Recruitment Ltd
Registered Home Manager
Lowry Recruitment Ltd Wroxham, Norfolk
Home Manager (Nursing Care Home) £65,000.00 Wroxham, Norwich NR12 8RZ MUST have an NMC PIN number Luxury 30 bed nursing and dementia home. Main Purpose of the role: As a Nursing Home Manager, you will oversee the daily operations of the home. As a regulated business, we expect the candidate to be registered with the Care Quality Commission (CQC), and be familiar with all the relevant legislation and regulations. You will be responsible for ensuring that the home provides high-quality care and support to our residents, whilst meeting financial targets and maintaining full occupancy. You will be supported externally by dedicated Operations and Central teams, and within the home you will have the support of a Deputy Manager and Administrator, as well as Hospitality and Housekeeping teams. These teams will collaborate with you to ensure smooth operations and exceptional care for our residents. KEY RESPONSIBILITIES Leadership and People Management: To lead by example and develop effective teams within the home. Develop a positive working environment which nurtures and rewards good practice through a programme of training and development. Provide regular supervision and annual appraisal to Support Workers in line with the company s procedures and standards. Quality Management: Ensure the home is run in line with statutory and Vista Care policies and procedures. Ensure processes are in place and adhered to in line with the requirements of the Care Quality Commission (CQC). Financial: Manage delegated budgets to ensure resources are used to best effect, in line with company policy and procedure. Report financial discrepancies to line management. Management: Ensure information is collated and recorded in line with Quality Assessment System and CQC requirements. To attend reviews as appropriate. Health And Safety: Ensure the home meets H&S regulations and guidance, complete RIDDOR and any reports as required. Ensure staff team completes H&S training as required. Partnership Working: Maximise effective partnerships with mainstream and specialist services e.g. Health, Education, Employment, Leisure etc. Equality and Diversity: Ensure equality in the workplace regardless of race, age, disability, gender, sexual orientation or religious belief. PERSON SPECIFICATION At least 3 years recent experience of working Home Manager management level. Experienced in Working in partnership with other professionals e.g. health, local authority, CQC. Must have an NMC Pin number
Jul 27, 2026
Full time
Home Manager (Nursing Care Home) £65,000.00 Wroxham, Norwich NR12 8RZ MUST have an NMC PIN number Luxury 30 bed nursing and dementia home. Main Purpose of the role: As a Nursing Home Manager, you will oversee the daily operations of the home. As a regulated business, we expect the candidate to be registered with the Care Quality Commission (CQC), and be familiar with all the relevant legislation and regulations. You will be responsible for ensuring that the home provides high-quality care and support to our residents, whilst meeting financial targets and maintaining full occupancy. You will be supported externally by dedicated Operations and Central teams, and within the home you will have the support of a Deputy Manager and Administrator, as well as Hospitality and Housekeeping teams. These teams will collaborate with you to ensure smooth operations and exceptional care for our residents. KEY RESPONSIBILITIES Leadership and People Management: To lead by example and develop effective teams within the home. Develop a positive working environment which nurtures and rewards good practice through a programme of training and development. Provide regular supervision and annual appraisal to Support Workers in line with the company s procedures and standards. Quality Management: Ensure the home is run in line with statutory and Vista Care policies and procedures. Ensure processes are in place and adhered to in line with the requirements of the Care Quality Commission (CQC). Financial: Manage delegated budgets to ensure resources are used to best effect, in line with company policy and procedure. Report financial discrepancies to line management. Management: Ensure information is collated and recorded in line with Quality Assessment System and CQC requirements. To attend reviews as appropriate. Health And Safety: Ensure the home meets H&S regulations and guidance, complete RIDDOR and any reports as required. Ensure staff team completes H&S training as required. Partnership Working: Maximise effective partnerships with mainstream and specialist services e.g. Health, Education, Employment, Leisure etc. Equality and Diversity: Ensure equality in the workplace regardless of race, age, disability, gender, sexual orientation or religious belief. PERSON SPECIFICATION At least 3 years recent experience of working Home Manager management level. Experienced in Working in partnership with other professionals e.g. health, local authority, CQC. Must have an NMC Pin number
Pure Resourcing Solutions
Student Administrator
Pure Resourcing Solutions Cambridge, Cambridgeshire
Our client is seeking an experienced Administrator to join their student support function on an 8-week temporary assignment. This varied role will involve supporting the administration of financial support funds, processing applications, maintaining accurate records, responding to enquiries, and liaising with internal stakeholders to ensure timely and accurate allocation of funding. The successful candidate will have previous administrative experience, excellent attention to detail, strong organisational skills, and the ability to manage a busy and varied workload. Confident IT skills and experience using databases or management systems are essential. Experience within education, student services, or a customer-facing environment would be advantageous. Applicants must either hold a current Enhanced DBS certificate or be willing to undergo a check prior to commencing the role. This opportunity would suit a proactive and professional administrator who enjoys working in a people-focused environment and is available to start at short notice.
Jul 27, 2026
Seasonal
Our client is seeking an experienced Administrator to join their student support function on an 8-week temporary assignment. This varied role will involve supporting the administration of financial support funds, processing applications, maintaining accurate records, responding to enquiries, and liaising with internal stakeholders to ensure timely and accurate allocation of funding. The successful candidate will have previous administrative experience, excellent attention to detail, strong organisational skills, and the ability to manage a busy and varied workload. Confident IT skills and experience using databases or management systems are essential. Experience within education, student services, or a customer-facing environment would be advantageous. Applicants must either hold a current Enhanced DBS certificate or be willing to undergo a check prior to commencing the role. This opportunity would suit a proactive and professional administrator who enjoys working in a people-focused environment and is available to start at short notice.
CMA Recruitment Group
Accounts Payable - Expenses
CMA Recruitment Group
We are seeking an Expense Administrator to join a well-established business located in Fareham, Hampshire. This assignment will last c3 months and support with additional workload. What will the Finance & Expense Administrator role involve? Supporting the expense management process by auditing and verifying expense claims to ensure compliance with company policies Managing the use of the financial systems to process expense reports and maintain records Addressing payroll and finance queries related to expenses, assisting with problem resolution Collaborating with other departments to ensure accurate and timely expense administration Suitable Candidate for the Finance & Expense Administrator vacancy: Previous experience in expense management, finance, or administration roles Knowledge of Oracle or similar financial software would be advantageous Strong organisational skills and attention to detail, with a professional approach to handling financial information Additional benefits and information for the role of Finance & Expense Administrator: Hybrid working Free parking Flexi time arrangements may be available Hourly rate dependent on experience CMA Recruitment Group is acting as a recruitment business in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
Jul 27, 2026
Seasonal
We are seeking an Expense Administrator to join a well-established business located in Fareham, Hampshire. This assignment will last c3 months and support with additional workload. What will the Finance & Expense Administrator role involve? Supporting the expense management process by auditing and verifying expense claims to ensure compliance with company policies Managing the use of the financial systems to process expense reports and maintain records Addressing payroll and finance queries related to expenses, assisting with problem resolution Collaborating with other departments to ensure accurate and timely expense administration Suitable Candidate for the Finance & Expense Administrator vacancy: Previous experience in expense management, finance, or administration roles Knowledge of Oracle or similar financial software would be advantageous Strong organisational skills and attention to detail, with a professional approach to handling financial information Additional benefits and information for the role of Finance & Expense Administrator: Hybrid working Free parking Flexi time arrangements may be available Hourly rate dependent on experience CMA Recruitment Group is acting as a recruitment business in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
Thrive Group
Financial Services Administrator
Thrive Group Trowbridge, Wiltshire
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Jul 27, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Huntress
Data Administrator
Huntress City, London
Data Administrator 18.57ph-Temp Bank Station Financial Services 9am-5pm-Monday to Friday Hybrid A leading Wealth Management firm requires a data administrator to support to their small Training & Development team on temp basis to start ASAP. The role Monitor the Training & Development shared inbox Uploading qualifications and supporting certificates, ensuring records are accurately entered and appropriately filed Maintaining clear records for review by the Training & Development team Updating records of request and responses on qualification certificates Extracting data from the qualification spreadsheets using excel Creating reports using excel on qualification status Managing spreadsheets, filtering data and identifying gaps or duplicates The ideal candidate: Previous experience with high-volume data entry, document management or system maintenance essential Experience working within financial services desirable not essential Excellent attention to detail and methodical approach Intermediate with Excel- and MS Suite Ability to prioritise workload and work independently Happy to work independently and within a team If you have strong excel skills, enjoy working with data please send your CV forward today. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Jul 27, 2026
Seasonal
Data Administrator 18.57ph-Temp Bank Station Financial Services 9am-5pm-Monday to Friday Hybrid A leading Wealth Management firm requires a data administrator to support to their small Training & Development team on temp basis to start ASAP. The role Monitor the Training & Development shared inbox Uploading qualifications and supporting certificates, ensuring records are accurately entered and appropriately filed Maintaining clear records for review by the Training & Development team Updating records of request and responses on qualification certificates Extracting data from the qualification spreadsheets using excel Creating reports using excel on qualification status Managing spreadsheets, filtering data and identifying gaps or duplicates The ideal candidate: Previous experience with high-volume data entry, document management or system maintenance essential Experience working within financial services desirable not essential Excellent attention to detail and methodical approach Intermediate with Excel- and MS Suite Ability to prioritise workload and work independently Happy to work independently and within a team If you have strong excel skills, enjoy working with data please send your CV forward today. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Recruit UK
Senior IFA Administrator
Recruit UK Warwick, Warwickshire
Job Title: Senior IFA Administrator Industry: Financial Planning / Financial Services Locations: Warwick, Edgbaston Salary: Up to £35,000 (dependent on experience) Job ref: 10083 Job Description: Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Independent Financial Advice firm operating across the West Midlands. The purpose of this role is to provide high-quality administrative and client support to Office Managers and Financial Planners, ensuring an efficient, compliant, and professional service is delivered at all times. You will play a key role in maintaining excellent client experience by supporting advisers with reviews, new business processing, valuations, and ongoing client servicing. This position requires strong attention to detail, excellent organisational skills, and a good understanding of financial services processes, particularly within investments, pensions, and protection. Key Responsibilities: Prepare valuation and performance reports for client review meetings Processing New Business Compile review checklists and supporting documentation for adviser appointments Obtaining provider information (LOA) and collating these together with relevant client specific illustrations Maintain accurate client records by updating back-office systems Liaise with clients and assist with queries General office administration including filing, scanning, post handling, and answering calls What's in it for you? Salary up to £35,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and Experience Required: Minimum of 4 years' experience (or equivalent) as an Administrator within an Independent Financial Advice practice Proven experience within Financial Services and working with complex clients Strong organisational skills with the ability to plan and prioritise effectively About Recruit UK: As specialists in financial services recruitment, Recruit UK bring unique expertise, insight, and connections across the financial planning market. With a network of over 100,000 financial services professionals, we help candidates and firms find the right long-term fit. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in the West Midlands on an Senior IFA Administrator role. Our commitment to you: Start every journey with an in-depth conversation Provide honest feedback on your position in the job market Use our extensive network to match you to the right opportunity Take a holistic approach - career happiness is about more than salary UK-wide coverage with a strong local presence Never pester you
Jul 26, 2026
Full time
Job Title: Senior IFA Administrator Industry: Financial Planning / Financial Services Locations: Warwick, Edgbaston Salary: Up to £35,000 (dependent on experience) Job ref: 10083 Job Description: Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Independent Financial Advice firm operating across the West Midlands. The purpose of this role is to provide high-quality administrative and client support to Office Managers and Financial Planners, ensuring an efficient, compliant, and professional service is delivered at all times. You will play a key role in maintaining excellent client experience by supporting advisers with reviews, new business processing, valuations, and ongoing client servicing. This position requires strong attention to detail, excellent organisational skills, and a good understanding of financial services processes, particularly within investments, pensions, and protection. Key Responsibilities: Prepare valuation and performance reports for client review meetings Processing New Business Compile review checklists and supporting documentation for adviser appointments Obtaining provider information (LOA) and collating these together with relevant client specific illustrations Maintain accurate client records by updating back-office systems Liaise with clients and assist with queries General office administration including filing, scanning, post handling, and answering calls What's in it for you? Salary up to £35,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and Experience Required: Minimum of 4 years' experience (or equivalent) as an Administrator within an Independent Financial Advice practice Proven experience within Financial Services and working with complex clients Strong organisational skills with the ability to plan and prioritise effectively About Recruit UK: As specialists in financial services recruitment, Recruit UK bring unique expertise, insight, and connections across the financial planning market. With a network of over 100,000 financial services professionals, we help candidates and firms find the right long-term fit. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in the West Midlands on an Senior IFA Administrator role. Our commitment to you: Start every journey with an in-depth conversation Provide honest feedback on your position in the job market Use our extensive network to match you to the right opportunity Take a holistic approach - career happiness is about more than salary UK-wide coverage with a strong local presence Never pester you
Dynamite Recruitment
Financial Planning Administrator
Dynamite Recruitment Bournemouth, Dorset
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning. The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. Ensuring all work is completed in line with FCA and internal compliance standards. About You We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
Jul 26, 2026
Full time
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning. The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. Ensuring all work is completed in line with FCA and internal compliance standards. About You We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
Adecco
IFA Administrator
Adecco Gloucester, Gloucestershire
IFA Administrator (1-2 Years' Experience) Location: Location Salary: 25,000- 32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and application forms. Processing new business submissions and monitoring progress through to completion. Liaising with clients, providers, and third parties to obtain information and updates. Maintaining accurate client records and ensuring all documentation is compliant. Scheduling client meetings and managing adviser diaries. Producing valuations, review packs, and client correspondence. Assisting with ongoing servicing and annual review processes. Requirements 1-2 years' experience in an IFA, wealth management, or financial planning administration role. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Proficient in Microsoft Office and CRM/back-office systems. Ability to prioritise workload and work effectively within a team. Desirable Progress towards or an interest in studying for the CII Diploma in Financial Planning. Experience using platforms such as Intelligent Office, Xplan, or similar systems. Benefits Competitive salary and annual bonus. Pension contribution. Study support for professional qualifications. Ongoing training and career development opportunities. Generous holiday allowance. Friendly and collaborative working environment. To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jul 26, 2026
Full time
IFA Administrator (1-2 Years' Experience) Location: Location Salary: 25,000- 32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and application forms. Processing new business submissions and monitoring progress through to completion. Liaising with clients, providers, and third parties to obtain information and updates. Maintaining accurate client records and ensuring all documentation is compliant. Scheduling client meetings and managing adviser diaries. Producing valuations, review packs, and client correspondence. Assisting with ongoing servicing and annual review processes. Requirements 1-2 years' experience in an IFA, wealth management, or financial planning administration role. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Proficient in Microsoft Office and CRM/back-office systems. Ability to prioritise workload and work effectively within a team. Desirable Progress towards or an interest in studying for the CII Diploma in Financial Planning. Experience using platforms such as Intelligent Office, Xplan, or similar systems. Benefits Competitive salary and annual bonus. Pension contribution. Study support for professional qualifications. Ongoing training and career development opportunities. Generous holiday allowance. Friendly and collaborative working environment. To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Kings Permanent Recruitment Ltd
Mortgage Advisor - Flexible / Hybrid
Kings Permanent Recruitment Ltd Bexley, London
Mortgage Advisor - Hybrid / Flexible This is an employed role, working from an office, but with a flexible approach to working pattern. 5 days per week, with a work from home option of 1 or 2 days per week depending on individual circumstances. Option for a self employed package if that is preferred by the candidate. To £29,000 Basic Salary Generous Commission from Outset £65,000 - £85,000+ Realistic On Target Earnings based on current branch performances Other Robust & Lucrative Lead Sources with a vibrant and busy operation Full Admin Support 5 days per week and a potentially negotiable working pattern for the right candidate Our client, a Financial Services brokerage and forward thinking operation, is seeking an experienced Mortgage Advisor to join their flourishing and expanding team. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is progressing and they are looking to offer the right experienced Mortgage Advisor an excellent opportunity to get into the career they have been looking for. Mortgage Advisor - Qualification: CeMAP 1, 2 and 3 are required for this role, or equivalent The successful Mortgage Advisor will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals 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 Adam Howes on LinkedIn.
Jul 26, 2026
Full time
Mortgage Advisor - Hybrid / Flexible This is an employed role, working from an office, but with a flexible approach to working pattern. 5 days per week, with a work from home option of 1 or 2 days per week depending on individual circumstances. Option for a self employed package if that is preferred by the candidate. To £29,000 Basic Salary Generous Commission from Outset £65,000 - £85,000+ Realistic On Target Earnings based on current branch performances Other Robust & Lucrative Lead Sources with a vibrant and busy operation Full Admin Support 5 days per week and a potentially negotiable working pattern for the right candidate Our client, a Financial Services brokerage and forward thinking operation, is seeking an experienced Mortgage Advisor to join their flourishing and expanding team. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is progressing and they are looking to offer the right experienced Mortgage Advisor an excellent opportunity to get into the career they have been looking for. Mortgage Advisor - Qualification: CeMAP 1, 2 and 3 are required for this role, or equivalent The successful Mortgage Advisor will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals 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 Adam Howes on LinkedIn.

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