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funding administrator
Belmont Recruitment
Senior Administrator
Belmont Recruitment City, Liverpool
Belmont Recruitment are currently looking for a Senior Administrator to join Liverpool City Council on an initial 3 month temporary contract. This is a full-time role working 35 hours per week on a hybrid basis. Key Responsibilities Arrange a wide range of educational and social care placements, including school provision, alternative education, tuition, residential placements, and online learning Support contract and commissioning processes, including sending placement requests, tracking offers, and preparing funding confirmations Manage financial processes, including raising orders, processing invoices, and handling supplier queries using SAP Liaise with finance, procurement, and internal teams to ensure compliance with policies, procedures, and audit requirements Monitor and report on placement and contract data, including attendance, engagement, progress, and KPIs Maintain systems such as Capita and Liquid Logic, ensuring accurate and up-to-date records Requirements: Previous business support/administration experience Advanced Excel skills, with the ability to analyse, manipulate, and report on complex data Please apply with an up to date CV ASAP if this role would be of interest to you.
May 17, 2026
Contractor
Belmont Recruitment are currently looking for a Senior Administrator to join Liverpool City Council on an initial 3 month temporary contract. This is a full-time role working 35 hours per week on a hybrid basis. Key Responsibilities Arrange a wide range of educational and social care placements, including school provision, alternative education, tuition, residential placements, and online learning Support contract and commissioning processes, including sending placement requests, tracking offers, and preparing funding confirmations Manage financial processes, including raising orders, processing invoices, and handling supplier queries using SAP Liaise with finance, procurement, and internal teams to ensure compliance with policies, procedures, and audit requirements Monitor and report on placement and contract data, including attendance, engagement, progress, and KPIs Maintain systems such as Capita and Liquid Logic, ensuring accurate and up-to-date records Requirements: Previous business support/administration experience Advanced Excel skills, with the ability to analyse, manipulate, and report on complex data Please apply with an up to date CV ASAP if this role would be of interest to you.
Tate
Care Charges and Direct Payments Administrator
Tate Potters Bar, Hertfordshire
Care Charges and Direct Payments Administrator Potters Bar 28,000 per annum Mon-Thurs 9am-5pm, Fri 9am-4pm Are you a competent administrator with payroll or direct payments experience and a keen eye for detail. Do you have a passion for delivering excellent service? Our client, a well-established organisation in Potters Bar, is seeking a Care Charges Administrator to join their friendly and supportive team. Key Responsibilities: Process payroll and maintaining accurate records for direct payment users Manage payroll groupings, including adding/removing reports and sending portal invites Update monthly payroll spreadsheets with notes and processed data Add late payroll to invoice files and create invoices using SAP Action pay rate changes, including increases and hour adjustments Draft ad hoc letters for rent/mortgage applications and employment references Respond to queries on HMRC, pensions, hours and pay rates Handle redundancy and notice period calculations Manage SMP/SSP calculations and related queries Create and maintain holiday records Update systems with new worker details and verify timesheets Maintain front sheets on SAP and ensure correct funding for new accounts Process pensions opt-out requests and chase NI numbers Notify relevant personnel when accounts are set up Support with credit control as required What The Client Is Looking For: Previous experience in payroll admin/direct payments would be useful Strong organisational and time management skills Proficiency in SAP and Excel (or similar systems) Excellent communication skills and attention to detail Ability to work independently and manage multiple tasks What's On Offer: Competitive salary of 28,000 Early finish on Fridays Supportive team environment Opportunity to make a real impact in a vital role Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
May 17, 2026
Full time
Care Charges and Direct Payments Administrator Potters Bar 28,000 per annum Mon-Thurs 9am-5pm, Fri 9am-4pm Are you a competent administrator with payroll or direct payments experience and a keen eye for detail. Do you have a passion for delivering excellent service? Our client, a well-established organisation in Potters Bar, is seeking a Care Charges Administrator to join their friendly and supportive team. Key Responsibilities: Process payroll and maintaining accurate records for direct payment users Manage payroll groupings, including adding/removing reports and sending portal invites Update monthly payroll spreadsheets with notes and processed data Add late payroll to invoice files and create invoices using SAP Action pay rate changes, including increases and hour adjustments Draft ad hoc letters for rent/mortgage applications and employment references Respond to queries on HMRC, pensions, hours and pay rates Handle redundancy and notice period calculations Manage SMP/SSP calculations and related queries Create and maintain holiday records Update systems with new worker details and verify timesheets Maintain front sheets on SAP and ensure correct funding for new accounts Process pensions opt-out requests and chase NI numbers Notify relevant personnel when accounts are set up Support with credit control as required What The Client Is Looking For: Previous experience in payroll admin/direct payments would be useful Strong organisational and time management skills Proficiency in SAP and Excel (or similar systems) Excellent communication skills and attention to detail Ability to work independently and manage multiple tasks What's On Offer: Competitive salary of 28,000 Early finish on Fridays Supportive team environment Opportunity to make a real impact in a vital role Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Cbc Resourcing Solutions
Payouts Administrator
Cbc Resourcing Solutions Southwark, London
Payouts Administrator London - hybrid 27,000 to 30,000 plus bonus and benefits Our client is a fast-expanding, substantially backed asset finance business specialising in the provision of a range of funding options into the UK SME and mid-corporate sectors. They are looking to recruit an experienced Payouts Administrator. Working within a fast paced environment the successful candidate will need to be experienced in Payouts. Responsibilities: Work closely with the underwriters and Sales/Sales Support team to ensure that all business is accurately processed in line with company policies and procedures, and within agreed deadlines. Check finance documents, with the ability to calculate and check rental profiles, rates and commissions ensuring these meet regulatory requirements. Attention to detail and the confidence to challenge irregularities has proved to be a key ability. Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities are carried out to the standards needed. Have a full understanding of all the finance products Ability to load and administer all types of finance agreements on a finance platform, with a full understanding of how each agreement works. Responsible for preparing correct payments to suppliers, brokers and customers. Ideally looking for candidates from an Asset or Motor Finance background. In the first instance please send your CV in confidence
May 17, 2026
Full time
Payouts Administrator London - hybrid 27,000 to 30,000 plus bonus and benefits Our client is a fast-expanding, substantially backed asset finance business specialising in the provision of a range of funding options into the UK SME and mid-corporate sectors. They are looking to recruit an experienced Payouts Administrator. Working within a fast paced environment the successful candidate will need to be experienced in Payouts. Responsibilities: Work closely with the underwriters and Sales/Sales Support team to ensure that all business is accurately processed in line with company policies and procedures, and within agreed deadlines. Check finance documents, with the ability to calculate and check rental profiles, rates and commissions ensuring these meet regulatory requirements. Attention to detail and the confidence to challenge irregularities has proved to be a key ability. Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities are carried out to the standards needed. Have a full understanding of all the finance products Ability to load and administer all types of finance agreements on a finance platform, with a full understanding of how each agreement works. Responsible for preparing correct payments to suppliers, brokers and customers. Ideally looking for candidates from an Asset or Motor Finance background. In the first instance please send your CV in confidence
Service Service
Financial Services Trainer (Financial Planning/Services)
Service Service Norwich, Norfolk
My client is a leading provider of education and training in the Financial Services Sector and they have an exciting opportunity for a former Financial Planning/Services Professional to join their existing team as a Trainer. Please note this role is entirely remote, working from home. The ideal candidate for this role would be a Financial Adviser/Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. The key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach individuals and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner s work (please note you will have the support of a qualified and experienced assessor with your allotted group of learners) You will maintain accurate records and monitor learners progress You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will represent My clients Training at taster days, open days, and careers events appropriate to the sector You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will ensure you undertake the highest standards regarding teaching and assessment practice You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner s literacy and numeracy when training, assessing or marking You will deliver functional skills as required You will assist with my clients training in ensuring its marketing efforts are up to date, appropriate and relevant You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning You will build rapport with employers to ensure the successful delivery of training programmes You will raise any concerns immediately to the company s designated safeguarding officer You will create support plans for learners if they fall behind You will operate strictly within the funding and performance rules of our commissioners, including the Education and Skills Funding Agency and Ofsted Personal Specification Essential Minimum 5 years experience working within an IFA practice environment CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills Creativity to make learning engaging A flexible approach to work Enthusiasm, positivity, motivation and commitment Patience and a sense of humour Desirable Level 3 teaching or training qualification (can be supplied) Level 3 assessing qualification (can be supplied) Training, coaching and mentoring experience Functional Accountabilities You will maintain an in-depth knowledge of your subject or professional area through meeting the CPD requirements of the CII You will ensure both internal and external performance and quality standards are met You will ensure the continuous improvement of performance and quality standards across the business in a supportive and objective manner You will perform and assist in the end-to-end administrative process You will foster a culture of performance and quality built on openness, respect and high professional standards Benefits Salary up to £40,000.00 NEG DOE Complete remote working (nationwide) Smart / casual dress code Monday to Thursday 09:00 - 17:00, Friday 09:00 - 14:00 (35 Hours Per Week) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Commitment to your training and development Diverse and progressive culture
May 16, 2026
Full time
My client is a leading provider of education and training in the Financial Services Sector and they have an exciting opportunity for a former Financial Planning/Services Professional to join their existing team as a Trainer. Please note this role is entirely remote, working from home. The ideal candidate for this role would be a Financial Adviser/Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. The key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach individuals and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner s work (please note you will have the support of a qualified and experienced assessor with your allotted group of learners) You will maintain accurate records and monitor learners progress You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will represent My clients Training at taster days, open days, and careers events appropriate to the sector You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will ensure you undertake the highest standards regarding teaching and assessment practice You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner s literacy and numeracy when training, assessing or marking You will deliver functional skills as required You will assist with my clients training in ensuring its marketing efforts are up to date, appropriate and relevant You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning You will build rapport with employers to ensure the successful delivery of training programmes You will raise any concerns immediately to the company s designated safeguarding officer You will create support plans for learners if they fall behind You will operate strictly within the funding and performance rules of our commissioners, including the Education and Skills Funding Agency and Ofsted Personal Specification Essential Minimum 5 years experience working within an IFA practice environment CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills Creativity to make learning engaging A flexible approach to work Enthusiasm, positivity, motivation and commitment Patience and a sense of humour Desirable Level 3 teaching or training qualification (can be supplied) Level 3 assessing qualification (can be supplied) Training, coaching and mentoring experience Functional Accountabilities You will maintain an in-depth knowledge of your subject or professional area through meeting the CPD requirements of the CII You will ensure both internal and external performance and quality standards are met You will ensure the continuous improvement of performance and quality standards across the business in a supportive and objective manner You will perform and assist in the end-to-end administrative process You will foster a culture of performance and quality built on openness, respect and high professional standards Benefits Salary up to £40,000.00 NEG DOE Complete remote working (nationwide) Smart / casual dress code Monday to Thursday 09:00 - 17:00, Friday 09:00 - 14:00 (35 Hours Per Week) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Commitment to your training and development Diverse and progressive culture
Global Payroll Specialist - Multi-Country & Compliance
WOLVERINE WORLDWIDE INC
A diverse global company is seeking a Payroll Administrator to support payroll delivery and ensure timely, compliant payments across multiple locations. This role involves managing payroll processing, funding, and reporting while partnering with third-party vendors. Candidates should have over 3 years of experience in payroll and strong skills in compliance with diverse tax laws. Proficiency in HRIS and Microsoft Office, particularly in Excel, is required. Join us in fostering a culture of diversity and inclusion.
May 16, 2026
Full time
A diverse global company is seeking a Payroll Administrator to support payroll delivery and ensure timely, compliant payments across multiple locations. This role involves managing payroll processing, funding, and reporting while partnering with third-party vendors. Candidates should have over 3 years of experience in payroll and strong skills in compliance with diverse tax laws. Proficiency in HRIS and Microsoft Office, particularly in Excel, is required. Join us in fostering a culture of diversity and inclusion.
Brown & Brown (Europe)
Employee Benefits Administrator
Brown & Brown (Europe) Maidstone, Kent
Employee Benefits Administrator Location: Maidstone / Remote / Hybrid Package: £Negotiable + Bonus + Benefits This is an exciting opportunity to build a career at one of the UK's leading financial advisory firms. The company is extremely well respected in the industry, having won multiple awards and being frequently quoted in leading newspapers, such as the Financial Times and The Independent. There is a vibrant entrepreneurial environment where everyone's views and opinions are taken seriously, allowing everyone to contribute to the growth and success of the company. We're a team and have an excellent culture of looking after and supporting each other. About the role: You will work alongside the existing administration team to provide support to our team of Employee Benefits Consultants. You will also work closely with clients and insurers. The main duties of the role include: Gaining quotations from the UK's leading group risk / health insurers Putting together client facing reports detailing our market research Supporting with scheme underwriting by liaising with clients and insurers Supporting with scheme claims by liaising with clients and insurers Supporting Consultants process new business and renewals to meet deadlines Producing suitability letters for clients detailing our recommendation(s) Data migration of client file information for external compliance checks General administration and helping to answer ad hoc client queries Answering group phone calls Required skills: You'll already have experience working as an administrator within an employee benefit consultancy / Financial Services provider, with working knowledge of Group health and risk insurance and group pensions. What we can offer you: A negotiable basic Salary, annual bonus structure 25 days paid holiday, plus bank holidays (based on full time hours of 35 hours per week) Paid day off for your birthday 5% employer pension contributions 2x salary death in service benefit Health cash plan insurance Private Medical Insurance Access to remote (app based) GP services Access to a health & wellbeing app where you can earn rewards Access to a discounted shopping platform Hybrid working options are available - subject to training status Full support for professional qualifications (including full funding)
May 16, 2026
Full time
Employee Benefits Administrator Location: Maidstone / Remote / Hybrid Package: £Negotiable + Bonus + Benefits This is an exciting opportunity to build a career at one of the UK's leading financial advisory firms. The company is extremely well respected in the industry, having won multiple awards and being frequently quoted in leading newspapers, such as the Financial Times and The Independent. There is a vibrant entrepreneurial environment where everyone's views and opinions are taken seriously, allowing everyone to contribute to the growth and success of the company. We're a team and have an excellent culture of looking after and supporting each other. About the role: You will work alongside the existing administration team to provide support to our team of Employee Benefits Consultants. You will also work closely with clients and insurers. The main duties of the role include: Gaining quotations from the UK's leading group risk / health insurers Putting together client facing reports detailing our market research Supporting with scheme underwriting by liaising with clients and insurers Supporting with scheme claims by liaising with clients and insurers Supporting Consultants process new business and renewals to meet deadlines Producing suitability letters for clients detailing our recommendation(s) Data migration of client file information for external compliance checks General administration and helping to answer ad hoc client queries Answering group phone calls Required skills: You'll already have experience working as an administrator within an employee benefit consultancy / Financial Services provider, with working knowledge of Group health and risk insurance and group pensions. What we can offer you: A negotiable basic Salary, annual bonus structure 25 days paid holiday, plus bank holidays (based on full time hours of 35 hours per week) Paid day off for your birthday 5% employer pension contributions 2x salary death in service benefit Health cash plan insurance Private Medical Insurance Access to remote (app based) GP services Access to a health & wellbeing app where you can earn rewards Access to a discounted shopping platform Hybrid working options are available - subject to training status Full support for professional qualifications (including full funding)
Anthony Alexandra
Senior IFA Administrator (Full or Part Time)
Anthony Alexandra Fetcham, Surrey
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
May 16, 2026
Full time
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
Sewell Wallis Ltd
Interim Financial Controller
Sewell Wallis Ltd City, Leeds
Sewell Wallis is exclusively representing a successful, well-established UK business based in South Leeds, looking to recruit an experienced Financial Controller on an interim 6-month contract. This is an excellent opportunity for a qualified accountant to step into a pivotal role, overseeing financial reporting, forecasting, treasury, and business partnering. This is a chance to join a forward-thinking business where your expertise will make a real impact. This organisation values innovation, collaboration, and proactive thinking, providing a supportive environment for professional growth. They're currently working through a period of change and require an experienced Financial Controller who will support them through this period. What will you be doing? Reporting directly to the Finance Director, you will manage a small team including the Sales Ledger Manager and Senior Credit Controller. Your responsibilities will include: Finance Business Partner to Group entities supporting commercial decision making where necessary to aid business decisions. Manage the day-to-day accounting and reporting responsibilities of the function, including financial accounting and management accounting. Preparation of accurate and timely Group Management Accounts in line with Group reporting timescales, including Balance Sheet reconciliations. Preparation of Group consolidation and monthly Board Packs included trading commentary Provide guidance and best practices for Management reporting and forecasting to support business decisions. Preparation of Group Statutory Financial Statements together with associated notes and strategic & management Reports Develop and maintain effective Group financial processes, systems, and controls. Liaise with external auditors to manage and complete annual financial audit. Line management of the Management Accounting and Order to Cash team Liaise with other external stakeholders such as HMRC, Companies House, Banking / Finance providers to provide relevant reporting and management information as necessary. Maintain and develop the Group forecasting and funding model to support key sensitivity analysis and budget setting with Business Unit Managers. Treasury management, including weekly cashflow forecasting and working capital requirements What skills do we need? Qualified accountant (ACCA/ACA/CIMA or equivalent) with significant post-qualification experience Strong leadership, communication, and stakeholder management skills Experienced in ERP/MRP systems, financial reporting, and process improvement Proactive, highly organised, and able to manage multiple priorities Adaptable, collaborative, and customer-focused What's on offer? Salary of 65,000 Hybrid working (3 days in the office) Very flexible start and finish times 25 days holiday (pro-rata for the duration of the contract) On-site parking Apply for this role below, or for more information, contact Kayley. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
May 16, 2026
Contractor
Sewell Wallis is exclusively representing a successful, well-established UK business based in South Leeds, looking to recruit an experienced Financial Controller on an interim 6-month contract. This is an excellent opportunity for a qualified accountant to step into a pivotal role, overseeing financial reporting, forecasting, treasury, and business partnering. This is a chance to join a forward-thinking business where your expertise will make a real impact. This organisation values innovation, collaboration, and proactive thinking, providing a supportive environment for professional growth. They're currently working through a period of change and require an experienced Financial Controller who will support them through this period. What will you be doing? Reporting directly to the Finance Director, you will manage a small team including the Sales Ledger Manager and Senior Credit Controller. Your responsibilities will include: Finance Business Partner to Group entities supporting commercial decision making where necessary to aid business decisions. Manage the day-to-day accounting and reporting responsibilities of the function, including financial accounting and management accounting. Preparation of accurate and timely Group Management Accounts in line with Group reporting timescales, including Balance Sheet reconciliations. Preparation of Group consolidation and monthly Board Packs included trading commentary Provide guidance and best practices for Management reporting and forecasting to support business decisions. Preparation of Group Statutory Financial Statements together with associated notes and strategic & management Reports Develop and maintain effective Group financial processes, systems, and controls. Liaise with external auditors to manage and complete annual financial audit. Line management of the Management Accounting and Order to Cash team Liaise with other external stakeholders such as HMRC, Companies House, Banking / Finance providers to provide relevant reporting and management information as necessary. Maintain and develop the Group forecasting and funding model to support key sensitivity analysis and budget setting with Business Unit Managers. Treasury management, including weekly cashflow forecasting and working capital requirements What skills do we need? Qualified accountant (ACCA/ACA/CIMA or equivalent) with significant post-qualification experience Strong leadership, communication, and stakeholder management skills Experienced in ERP/MRP systems, financial reporting, and process improvement Proactive, highly organised, and able to manage multiple priorities Adaptable, collaborative, and customer-focused What's on offer? Salary of 65,000 Hybrid working (3 days in the office) Very flexible start and finish times 25 days holiday (pro-rata for the duration of the contract) On-site parking Apply for this role below, or for more information, contact Kayley. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Aspire Recruitment
ILR Funding Administrator
Aspire Recruitment
ILR (Individual Learner Record) Funding Administrator Location: Liverpool Salary: £28,000 - £32,000 per annum depending on experience. Contract: Full-time We are looking for a dedicated and detail-oriented IRL Funding Administrator to join our client's team. As part of a leading training provider in Liverpool, you will be responsible for managing and submitting funding data, ensuring compliance with apprenticeship and bootcamp rules and supporting learners through accurate data management. Key Responsibilities: Monthly submission of funding data Data management for bootcamp and apprenticeship programs Headhunting and recruitment of suitable candidates Manage Individual Learner Record (ILR) and ensure accurate loading onto IRL systems Monitor and ensure compliance with funding and apprenticeship guidelines Ensure adherence to bootcamp rules and regulations Use data sheets and systems to track and report funding and compliance information Essential Skills: Must have experience working in Further Education and using IRL ( Individual Learner Record) Strong experience in data management and funding processes Knowledge of apprenticeship guidelines, bootcamp rules, and funding compliance Ability to work independently and manage multiple tasks simultaneously Excellent attention to detail and organisational skills Proficiency in using relevant systems for data tracking and reporting If you're passionate about supporting apprenticeships and ensuring compliance, we would love to hear from you. Apply today and join a dynamic and supportive team! This vacancy is being handled by Aspire Recruitment. Please be aware we receive a high volume of applications and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Should you apply for this role, we will process your data as detailed in our Privacy Policy and by applying for this opportunity I agree that Aspire Recruitment will keep me informed about potential employment opportunities regularly and that I can choose to opt out of receiving information at any time.
May 15, 2026
Full time
ILR (Individual Learner Record) Funding Administrator Location: Liverpool Salary: £28,000 - £32,000 per annum depending on experience. Contract: Full-time We are looking for a dedicated and detail-oriented IRL Funding Administrator to join our client's team. As part of a leading training provider in Liverpool, you will be responsible for managing and submitting funding data, ensuring compliance with apprenticeship and bootcamp rules and supporting learners through accurate data management. Key Responsibilities: Monthly submission of funding data Data management for bootcamp and apprenticeship programs Headhunting and recruitment of suitable candidates Manage Individual Learner Record (ILR) and ensure accurate loading onto IRL systems Monitor and ensure compliance with funding and apprenticeship guidelines Ensure adherence to bootcamp rules and regulations Use data sheets and systems to track and report funding and compliance information Essential Skills: Must have experience working in Further Education and using IRL ( Individual Learner Record) Strong experience in data management and funding processes Knowledge of apprenticeship guidelines, bootcamp rules, and funding compliance Ability to work independently and manage multiple tasks simultaneously Excellent attention to detail and organisational skills Proficiency in using relevant systems for data tracking and reporting If you're passionate about supporting apprenticeships and ensuring compliance, we would love to hear from you. Apply today and join a dynamic and supportive team! This vacancy is being handled by Aspire Recruitment. Please be aware we receive a high volume of applications and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Should you apply for this role, we will process your data as detailed in our Privacy Policy and by applying for this opportunity I agree that Aspire Recruitment will keep me informed about potential employment opportunities regularly and that I can choose to opt out of receiving information at any time.
Premier Jobs UK Limited
Paraplanner
Premier Jobs UK Limited Coventry, Warwickshire
Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 15, 2026
Full time
Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
ALZHEIMERS SOCIETY
Fundraising Support Administrator
ALZHEIMERS SOCIETY Plymouth, Devon
About The Role Please note this is a full-time, office-based role. Every day at Alzheimer's Society, people affected by dementia turn to us for support, guidance and hope. As the UK's leading dementia charity, we provide information and support, fund research, improve care, and campaign for lasting change. Do you enjoy helping people? Are you someone who takes pride in delivering great support and keeping things organised? If so, this could be the role for you. Behind every donation and fundraising event is a team of people working together to make a difference. As a Fundraising Support Administrator, you will play an important part in helping us support our fundraisers, volunteers and supporters. You will join our Supporter Experience and Optimisation Team and work closely with the Fundraising Support Team Leaders. From processing donations and responding to enquiries, to resolving concerns with empathy and care, your work will help create a positive experience for everyone who connects with us. This is a varied and rewarding role for someone who enjoys problem solving, teamwork and working in a fast-moving environment where no two days are the same. What you'll be doing In this role, you will help keep our fundraising support activities running smoothly while delivering a positive experience for supporters, staff and volunteers. You will: - Process donations, complete financial administration and maintain accurate records - Respond to enquiries from supporters and colleagues in a professional and helpful way - Resolve complaints sensitively and help people feel listened to and supported - Support projects, team improvements and day-to-day administrative tasks - Organise and prioritise your workload while working collaboratively with colleagues across the organisation About you We are looking for someone who enjoys helping others and is motivated by delivering high quality work and support. You will be a positive and supportive team member with a genuine commitment to providing a great experience for supporters, staff and volunteers. Are you organised and detail-focused? Can you communicate clearly and build positive relationships with a wide range of people? Are you comfortable managing different priorities and working independently when needed? To succeed in this role, you will bring: - Strong IT skills and confidence using databases and Microsoft Office applications - Experience of financial processing, including cash handling and reconciliation - Excellent communication, organisation and timekeeping skills - The ability to manage projects, prioritise workloads and work independently - A proactive, inclusive and solution-focused approach with strong attention to detail At Alzheimer's Society, our people make a real difference every day. In return, we offer a supportive and inclusive environment, opportunities to learn and develop, and a range of benefits that support wellbeing and work-life balance. If you're excited about this role but your experience does not match every requirement, we would still love to hear from you. Interviews are provisionally planned to take place face to face during the week commencing 8th June. About Alzheimer's Society Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime. At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be. Together with our supporters, we're working towards a world where dementia no longer devastates lives. Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for. Our commitment to Equity, Diversity, Inclusion & Belonging We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society. We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society. Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people. Our hiring process During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply. Please also contact Alzheimer's Society Talent Acquisition Team via for application support or any adjustments you might need. To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice. We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice. We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website. Giving back to you Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society. You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.
May 14, 2026
Full time
About The Role Please note this is a full-time, office-based role. Every day at Alzheimer's Society, people affected by dementia turn to us for support, guidance and hope. As the UK's leading dementia charity, we provide information and support, fund research, improve care, and campaign for lasting change. Do you enjoy helping people? Are you someone who takes pride in delivering great support and keeping things organised? If so, this could be the role for you. Behind every donation and fundraising event is a team of people working together to make a difference. As a Fundraising Support Administrator, you will play an important part in helping us support our fundraisers, volunteers and supporters. You will join our Supporter Experience and Optimisation Team and work closely with the Fundraising Support Team Leaders. From processing donations and responding to enquiries, to resolving concerns with empathy and care, your work will help create a positive experience for everyone who connects with us. This is a varied and rewarding role for someone who enjoys problem solving, teamwork and working in a fast-moving environment where no two days are the same. What you'll be doing In this role, you will help keep our fundraising support activities running smoothly while delivering a positive experience for supporters, staff and volunteers. You will: - Process donations, complete financial administration and maintain accurate records - Respond to enquiries from supporters and colleagues in a professional and helpful way - Resolve complaints sensitively and help people feel listened to and supported - Support projects, team improvements and day-to-day administrative tasks - Organise and prioritise your workload while working collaboratively with colleagues across the organisation About you We are looking for someone who enjoys helping others and is motivated by delivering high quality work and support. You will be a positive and supportive team member with a genuine commitment to providing a great experience for supporters, staff and volunteers. Are you organised and detail-focused? Can you communicate clearly and build positive relationships with a wide range of people? Are you comfortable managing different priorities and working independently when needed? To succeed in this role, you will bring: - Strong IT skills and confidence using databases and Microsoft Office applications - Experience of financial processing, including cash handling and reconciliation - Excellent communication, organisation and timekeeping skills - The ability to manage projects, prioritise workloads and work independently - A proactive, inclusive and solution-focused approach with strong attention to detail At Alzheimer's Society, our people make a real difference every day. In return, we offer a supportive and inclusive environment, opportunities to learn and develop, and a range of benefits that support wellbeing and work-life balance. If you're excited about this role but your experience does not match every requirement, we would still love to hear from you. Interviews are provisionally planned to take place face to face during the week commencing 8th June. About Alzheimer's Society Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime. At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be. Together with our supporters, we're working towards a world where dementia no longer devastates lives. Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for. Our commitment to Equity, Diversity, Inclusion & Belonging We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society. We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society. Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people. Our hiring process During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply. Please also contact Alzheimer's Society Talent Acquisition Team via for application support or any adjustments you might need. To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice. We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice. We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website. Giving back to you Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society. You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.
Reed
Business Development Executive
Reed Hatfield, Hertfordshire
Van Sales Business Development ExecutiveReporting to the Retail Sales Manager The Business Development Executive is responsible for driving sales growth of vans by identifying, developing, and converting new business opportunities within the SME and B2B markets. Please note that previous experience in car sales is a requirement for this role. Based from Hatfield, this field-based role requires a proactive, strategic, and consultative sales approach. The BDE will build long-term customer relationships, deliver tailored mobility solutions, and ensure an exceptional end-to-end customer experience aligned with brand values. Working closely with internal stakeholders, the BDE will guide customers through the full sales journey-from vehicle selection and specification through to funding solutions and aftersales support. Key Duties & Responsibilities Sales and Business Development Actively identify, prospect, and develop new business opportunities within the UK commercial van market. Drive incremental sales volume and increase market share through targeted field-based activity. Convert qualified leads into successful sales outcomes. Client Relationship Management Build and maintain strong, long-term relationships with new and existing SME and B2B customers. Develop a deep understanding of customers' business operations, fleet requirements, and growth objectives. Act as a trusted advisor, delivering tailored commercial vehicle solutions. Product & Market Expertise Maintain expert knowledge of van models, specifications, and configurations. Confidently communicate product benefits, compliance requirements, and total cost of ownership. Stay informed on competitor activity, market trends, and industry developments. Consultative Selling & Closing Apply a consultative sales approach to recommend appropriate vehicle, funding, and service solutions. Negotiate pricing, terms, and contracts within agreed parameters. Close sales efficiently while maintaining high levels of customer satisfaction. Pipeline & Performance Management Manage and prioritise the sales pipeline effectively to achieve individual and team targets. Maintain accurate sales forecasts and activity plans. Monitor performance against agreed KPIs. Administration & Reporting Maintain accurate and up-to-date records of customer interactions and sales activity using CRM systems. Prepare regular reports on sales performance, forecasts, and market trends. Customer Experience Deliver a consistently high standard of customer service before, during, and after the sales process. Respond promptly and professionally to customer queries, concerns, and issues. Collaboration Work closely with a dedicated Customer Support Executive, Business and Compliance Administrator, and Sales Administration teams to ensure a seamless customer journey and high levels of satisfaction. Skills & Experience Experience of sales within the automotive industry is essential.Experience of selling commercial vehicles is desirable.Proven Business-to-Business sales experience is essential.Ability to work independently and as part of a team in a fast-paced environment is essential.Excellent communication, negotiation, and interpersonal skills are essential.Proficiency in CRM systems and Microsoft Office Suite is desirable.A valid UK driving licence with a clean driving record is essential.
May 14, 2026
Full time
Van Sales Business Development ExecutiveReporting to the Retail Sales Manager The Business Development Executive is responsible for driving sales growth of vans by identifying, developing, and converting new business opportunities within the SME and B2B markets. Please note that previous experience in car sales is a requirement for this role. Based from Hatfield, this field-based role requires a proactive, strategic, and consultative sales approach. The BDE will build long-term customer relationships, deliver tailored mobility solutions, and ensure an exceptional end-to-end customer experience aligned with brand values. Working closely with internal stakeholders, the BDE will guide customers through the full sales journey-from vehicle selection and specification through to funding solutions and aftersales support. Key Duties & Responsibilities Sales and Business Development Actively identify, prospect, and develop new business opportunities within the UK commercial van market. Drive incremental sales volume and increase market share through targeted field-based activity. Convert qualified leads into successful sales outcomes. Client Relationship Management Build and maintain strong, long-term relationships with new and existing SME and B2B customers. Develop a deep understanding of customers' business operations, fleet requirements, and growth objectives. Act as a trusted advisor, delivering tailored commercial vehicle solutions. Product & Market Expertise Maintain expert knowledge of van models, specifications, and configurations. Confidently communicate product benefits, compliance requirements, and total cost of ownership. Stay informed on competitor activity, market trends, and industry developments. Consultative Selling & Closing Apply a consultative sales approach to recommend appropriate vehicle, funding, and service solutions. Negotiate pricing, terms, and contracts within agreed parameters. Close sales efficiently while maintaining high levels of customer satisfaction. Pipeline & Performance Management Manage and prioritise the sales pipeline effectively to achieve individual and team targets. Maintain accurate sales forecasts and activity plans. Monitor performance against agreed KPIs. Administration & Reporting Maintain accurate and up-to-date records of customer interactions and sales activity using CRM systems. Prepare regular reports on sales performance, forecasts, and market trends. Customer Experience Deliver a consistently high standard of customer service before, during, and after the sales process. Respond promptly and professionally to customer queries, concerns, and issues. Collaboration Work closely with a dedicated Customer Support Executive, Business and Compliance Administrator, and Sales Administration teams to ensure a seamless customer journey and high levels of satisfaction. Skills & Experience Experience of sales within the automotive industry is essential.Experience of selling commercial vehicles is desirable.Proven Business-to-Business sales experience is essential.Ability to work independently and as part of a team in a fast-paced environment is essential.Excellent communication, negotiation, and interpersonal skills are essential.Proficiency in CRM systems and Microsoft Office Suite is desirable.A valid UK driving licence with a clean driving record is essential.
Charity Horizons
Senior Relationship Fundraiser (Trusts, Major Donor and Individual Giving)
Charity Horizons Pontefract, Yorkshire
The Prince of Wales Hospice in Pontefract provides care for people with a life limiting illness and their loved ones - giving them comfort, dignity and personalised care. Their specialist palliative care, wellbeing support and practical help is there to support families every step of the way. I ve pinched some more time The doctors are brilliant; they tell it how it is. But the care from them and the nurses, they just kept going, kept persisting with the antibiotics. I ve still got cancer, but now I ve pinched a bit more time. I ve got lucky. (patient) We ve had the time to find out and understand Mum s wishes. We ve gone from complete blind panic to feeling just a little more prepared. (family of a patient) The Prince of Wales Hospice help over 1,600 local people a year. Due to limited Government funding, income from donations are vital to continue providing their services, which are entirely free of charge to patients and their families. This is a fantastic opportunity to join a passionate and ambitious team in a brand-new role. Are you an experienced fundraiser looking to lead and manage a small team? If so this could be the role for you! The Role As Senior Relationships Fundraiser you will manage a team of 3, including a Relationships Fundraiser (Individual Gifts), Relationship Fundraiser (Trusts and Major Donors) and a Fundraising Administrator. You will report into the Fundraising Manager and be responsible for delivering income to target, in line with the fundraising strategy. The main duties include: Work with the wider Income Generation and Marketing teams to develop a fundraising strategy, continually sharing insights, leads and opportunities to promote effective growth. Lead the development of income from trusts and foundations, major donors, regular givers, direct mail appeals, gifts in memory and gifts in wills. Hold regular, supportive 1:1 meetings and bi-annual performance reviews. Ensure all fundraising adheres to legislation and follows best practice. The Person We are looking for someone with proven experience in an income generation role. You will ideally have knowledge and understanding of donor motivations and high value fundraising principles. Experience in developing donor journeys, campaigns or funding proposals would also be desirable. Exceptional communication and interpersonal skills are vital in this role, along with the ability to coach and lead a small team. Previous management experience would be advantageous but is not essential. You must be experienced working to targets, budgeting, forecasting and financial reporting. As Senior Relationship Fundraiser you will inform key decisions, so the ability to analyse data to is essential. Why Prince of Wales Hospice? The Prince of Wales Hospice pride themselves on staff development and their compassionate, collaborative culture, which creates a positive working environment. The charities strong values contribute to the huge difference they make in the local community. In their last staff survey the result showed: Over 97% of employees were satisfied with their job. Over 95% of employees enjoy working with the people in the organisation. Everyone felt proud to work for the hospice. Everyone enjoys the work they do in the hospice. This role is permanent and is based in the hospice in Pontefract. If this sounds like the type of role and charity that could suit the next phase of your career, then please get in touch. To register your interest please apply here, or for more information contact Leanne or Jen at Charity Horizons. Please note: If you would like to submit an application or express your interest in an alternative format, such as audio or video upload, please contact either Leanne or Jen who will be happy to advise on this. Also, please let us know if you require any adaptations for your initial engagement with us. Please also be aware that we use anonymous recruitment methods when submitting shortlists for all our roles and we only work with organisations that are happy to engage with us in this way. Charity Horizons is an equal opportunities employer and as such actively promotes equality, diversity, and inclusion in the workplace. We welcome and encourage applications from all suitable candidates irrespective of age, disability, hidden disability, race or national origin, religion or belief, gender, gender expression, political view, sexual orientation, medical condition, and pregnancy.
May 14, 2026
Full time
The Prince of Wales Hospice in Pontefract provides care for people with a life limiting illness and their loved ones - giving them comfort, dignity and personalised care. Their specialist palliative care, wellbeing support and practical help is there to support families every step of the way. I ve pinched some more time The doctors are brilliant; they tell it how it is. But the care from them and the nurses, they just kept going, kept persisting with the antibiotics. I ve still got cancer, but now I ve pinched a bit more time. I ve got lucky. (patient) We ve had the time to find out and understand Mum s wishes. We ve gone from complete blind panic to feeling just a little more prepared. (family of a patient) The Prince of Wales Hospice help over 1,600 local people a year. Due to limited Government funding, income from donations are vital to continue providing their services, which are entirely free of charge to patients and their families. This is a fantastic opportunity to join a passionate and ambitious team in a brand-new role. Are you an experienced fundraiser looking to lead and manage a small team? If so this could be the role for you! The Role As Senior Relationships Fundraiser you will manage a team of 3, including a Relationships Fundraiser (Individual Gifts), Relationship Fundraiser (Trusts and Major Donors) and a Fundraising Administrator. You will report into the Fundraising Manager and be responsible for delivering income to target, in line with the fundraising strategy. The main duties include: Work with the wider Income Generation and Marketing teams to develop a fundraising strategy, continually sharing insights, leads and opportunities to promote effective growth. Lead the development of income from trusts and foundations, major donors, regular givers, direct mail appeals, gifts in memory and gifts in wills. Hold regular, supportive 1:1 meetings and bi-annual performance reviews. Ensure all fundraising adheres to legislation and follows best practice. The Person We are looking for someone with proven experience in an income generation role. You will ideally have knowledge and understanding of donor motivations and high value fundraising principles. Experience in developing donor journeys, campaigns or funding proposals would also be desirable. Exceptional communication and interpersonal skills are vital in this role, along with the ability to coach and lead a small team. Previous management experience would be advantageous but is not essential. You must be experienced working to targets, budgeting, forecasting and financial reporting. As Senior Relationship Fundraiser you will inform key decisions, so the ability to analyse data to is essential. Why Prince of Wales Hospice? The Prince of Wales Hospice pride themselves on staff development and their compassionate, collaborative culture, which creates a positive working environment. The charities strong values contribute to the huge difference they make in the local community. In their last staff survey the result showed: Over 97% of employees were satisfied with their job. Over 95% of employees enjoy working with the people in the organisation. Everyone felt proud to work for the hospice. Everyone enjoys the work they do in the hospice. This role is permanent and is based in the hospice in Pontefract. If this sounds like the type of role and charity that could suit the next phase of your career, then please get in touch. To register your interest please apply here, or for more information contact Leanne or Jen at Charity Horizons. Please note: If you would like to submit an application or express your interest in an alternative format, such as audio or video upload, please contact either Leanne or Jen who will be happy to advise on this. Also, please let us know if you require any adaptations for your initial engagement with us. Please also be aware that we use anonymous recruitment methods when submitting shortlists for all our roles and we only work with organisations that are happy to engage with us in this way. Charity Horizons is an equal opportunities employer and as such actively promotes equality, diversity, and inclusion in the workplace. We welcome and encourage applications from all suitable candidates irrespective of age, disability, hidden disability, race or national origin, religion or belief, gender, gender expression, political view, sexual orientation, medical condition, and pregnancy.
Tate
Payroll Assistant/Care Administrator
Tate Potters Bar, Hertfordshire
Payroll Assistant / Care Charges and Direct Payments Administrator Potters Bar 28,000 per annum Mon-Thurs 9am-5pm, Fri 9am-4pm Are you a competent administrator with payroll or direct payments experience and a keen eye for detail. Do you have a passion for delivering excellent service? Our client, a well-established organisation in Potters Bar, is seeking a Care Charges Administrator to join their friendly and supportive team. Key Responsibilities: Process payroll and maintaining accurate records for direct payment users Manage payroll groupings, including adding/removing reports and sending portal invites Update monthly payroll spreadsheets with notes and processed data Add late payroll to invoice files and create invoices using SAP Action pay rate changes, including increases and hour adjustments Draft ad hoc letters for rent/mortgage applications and employment references Respond to queries on HMRC, pensions, hours and pay rates Handle redundancy and notice period calculations Manage SMP/SSP calculations and related queries Create and maintain holiday records Update systems with new worker details and verify timesheets Maintain front sheets on SAP and ensure correct funding for new accounts Process pensions opt-out requests and chase NI numbers Notify relevant personnel when accounts are set up Support with credit control as required What The Client Is Looking For: Previous experience in payroll admin/direct payments would be useful Strong organisational and time management skills Proficiency in SAP and Excel (or similar systems) Excellent communication skills and attention to detail Ability to work independently and manage multiple tasks What's On Offer: Competitive salary of 28,000 Early finish on Fridays Supportive team environment Opportunity to make a real impact in a vital role Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
May 14, 2026
Full time
Payroll Assistant / Care Charges and Direct Payments Administrator Potters Bar 28,000 per annum Mon-Thurs 9am-5pm, Fri 9am-4pm Are you a competent administrator with payroll or direct payments experience and a keen eye for detail. Do you have a passion for delivering excellent service? Our client, a well-established organisation in Potters Bar, is seeking a Care Charges Administrator to join their friendly and supportive team. Key Responsibilities: Process payroll and maintaining accurate records for direct payment users Manage payroll groupings, including adding/removing reports and sending portal invites Update monthly payroll spreadsheets with notes and processed data Add late payroll to invoice files and create invoices using SAP Action pay rate changes, including increases and hour adjustments Draft ad hoc letters for rent/mortgage applications and employment references Respond to queries on HMRC, pensions, hours and pay rates Handle redundancy and notice period calculations Manage SMP/SSP calculations and related queries Create and maintain holiday records Update systems with new worker details and verify timesheets Maintain front sheets on SAP and ensure correct funding for new accounts Process pensions opt-out requests and chase NI numbers Notify relevant personnel when accounts are set up Support with credit control as required What The Client Is Looking For: Previous experience in payroll admin/direct payments would be useful Strong organisational and time management skills Proficiency in SAP and Excel (or similar systems) Excellent communication skills and attention to detail Ability to work independently and manage multiple tasks What's On Offer: Competitive salary of 28,000 Early finish on Fridays Supportive team environment Opportunity to make a real impact in a vital role Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
ROYAL ACADEMY OF MUSIC
Student Funding Administrator
ROYAL ACADEMY OF MUSIC City Of Westminster, London
The Royal Academy of Music is a stimulating and friendly environment with a diverse mix of students and staff from over 50 countries. Based in central London adjacent to Regent's Park, we have been training musicians to the highest professional standards since our foundation in 1822. Many of the world's leading musicians and performers studied with us and we are firmly focussed on developing tomorrow's musical leaders in a number of disciplines including classical, jazz, and musical theatre. The Student Funding Administrator provides specialist information, advice and guidance to prospective students, applicants, offer-holders, students and staff on student finance and sources of funding, both internally and externally. The post holder will also support yearly planning and large-scale activities related to the Registry. The Registry is a central department of the Academy which provides an administration service covering the entire student lifecycle from enquiry and admission to enrolment, assessment and conferment of awards. Reporting to the Assistant Registrar (Admissions and Financial Awards), the Student Funding Administrator will have a key role within the Admissions Team. The ideal candidate will have previous experience of supporting students and have a good working knowledge of key legislation and regulatory bodies in the higher education sector. Excellent IT, interpersonal and organisational skills is essential in this busy role. A recruitment pack can be downloaded from our website via the button below. Completed applications must be received by 23:59 (midnight) on Sunday 31 May 2026. Interviews are expected to be held in person on Monday 8 June 2026. Enquiries or applications from recruitment agencies will not be accepted. The Academy is committed to promoting the welfare and safeguarding of all students. The Academy values diversity and welcomes your application. We particularly welcome applications from black, Asian and minority ethnic candidates, LGBTQ+ candidates, and candidates with disabilities because we would like to increase the representation of these groups in these roles. We want to do this because we know greater diversity will lead to greater results for students.
May 14, 2026
Full time
The Royal Academy of Music is a stimulating and friendly environment with a diverse mix of students and staff from over 50 countries. Based in central London adjacent to Regent's Park, we have been training musicians to the highest professional standards since our foundation in 1822. Many of the world's leading musicians and performers studied with us and we are firmly focussed on developing tomorrow's musical leaders in a number of disciplines including classical, jazz, and musical theatre. The Student Funding Administrator provides specialist information, advice and guidance to prospective students, applicants, offer-holders, students and staff on student finance and sources of funding, both internally and externally. The post holder will also support yearly planning and large-scale activities related to the Registry. The Registry is a central department of the Academy which provides an administration service covering the entire student lifecycle from enquiry and admission to enrolment, assessment and conferment of awards. Reporting to the Assistant Registrar (Admissions and Financial Awards), the Student Funding Administrator will have a key role within the Admissions Team. The ideal candidate will have previous experience of supporting students and have a good working knowledge of key legislation and regulatory bodies in the higher education sector. Excellent IT, interpersonal and organisational skills is essential in this busy role. A recruitment pack can be downloaded from our website via the button below. Completed applications must be received by 23:59 (midnight) on Sunday 31 May 2026. Interviews are expected to be held in person on Monday 8 June 2026. Enquiries or applications from recruitment agencies will not be accepted. The Academy is committed to promoting the welfare and safeguarding of all students. The Academy values diversity and welcomes your application. We particularly welcome applications from black, Asian and minority ethnic candidates, LGBTQ+ candidates, and candidates with disabilities because we would like to increase the representation of these groups in these roles. We want to do this because we know greater diversity will lead to greater results for students.
Office Angels
Client Relationship Administrator / PA (Financial Services)
Office Angels Wellington, Somerset
We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Relationship Administrator/PA to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on! Job Title: Client Relationship Administrator/PA (Financial Services) Location: Wellington Salary: Up to 33,000 DOE Hours: Full time 37.5 hours, Monday to Friday 8.45am-5.15pm Key Highlights of the Benefits Package: Matched pension contributions up to 5%, plus reinvestment of employer NI savings Private medical insurance for all permanent employees Life assurance (4 salary) and income protection (75% salary in long-term illness) Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more Full funding for professional exams, training and subscriptions Electric car, cycle-to-work and season ticket schemes Long-service awards, referral bonuses, and paid volunteering time The Company: A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention. The Role: The primary purpose of this role is to provide high-quality administrative support to Financial Consultants, playing a vital part in the smooth day-to-day running of the business. You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes. Key Duties: Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person) Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required Liaise with clients on any administration queries they may have Manage client service needs and client expectations to ensure client satisfaction Ensure action points resulting from client meetings get diarised and dealt with Preparation of meeting packs, to include new business for signing up Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner Organise client review meetings as per the company process as required Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements Ensure follow up letters are sent in a timely manner Maintenance of client records General administrative support About you: Previous office support experience within a corporate environment Accuracy and strong attention for detail Excellent organisational and time management The ability to work under pressure and prioritise Excellent communication, both verbal and written Competent IT user A positive and proactive approach to work and a desire to help and support the wider team Calm and considered outlook in approach to problem solving This company is seeking someone who loves to support a team and deliver an exceptional service. If you are an ambitious individual the company will fully support you in developing and offer you endless opportunities to progress. To Apply: If this role is of interest to you then please apply online. Alternatively, please send your CV to (url removed) or call Vicky on (phone number removed). Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
May 13, 2026
Full time
We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Relationship Administrator/PA to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on! Job Title: Client Relationship Administrator/PA (Financial Services) Location: Wellington Salary: Up to 33,000 DOE Hours: Full time 37.5 hours, Monday to Friday 8.45am-5.15pm Key Highlights of the Benefits Package: Matched pension contributions up to 5%, plus reinvestment of employer NI savings Private medical insurance for all permanent employees Life assurance (4 salary) and income protection (75% salary in long-term illness) Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more Full funding for professional exams, training and subscriptions Electric car, cycle-to-work and season ticket schemes Long-service awards, referral bonuses, and paid volunteering time The Company: A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention. The Role: The primary purpose of this role is to provide high-quality administrative support to Financial Consultants, playing a vital part in the smooth day-to-day running of the business. You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes. Key Duties: Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person) Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required Liaise with clients on any administration queries they may have Manage client service needs and client expectations to ensure client satisfaction Ensure action points resulting from client meetings get diarised and dealt with Preparation of meeting packs, to include new business for signing up Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner Organise client review meetings as per the company process as required Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements Ensure follow up letters are sent in a timely manner Maintenance of client records General administrative support About you: Previous office support experience within a corporate environment Accuracy and strong attention for detail Excellent organisational and time management The ability to work under pressure and prioritise Excellent communication, both verbal and written Competent IT user A positive and proactive approach to work and a desire to help and support the wider team Calm and considered outlook in approach to problem solving This company is seeking someone who loves to support a team and deliver an exceptional service. If you are an ambitious individual the company will fully support you in developing and offer you endless opportunities to progress. To Apply: If this role is of interest to you then please apply online. Alternatively, please send your CV to (url removed) or call Vicky on (phone number removed). Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
NJR Recruitment
IFA Administrator
NJR Recruitment Sutton Coldfield, West Midlands
IFA Administrator Sutton Coldfield Salary up to 28,000 Free Parking Private Health Insurance 4 x Death in Service Our client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing practice in the Sutton Coldfield area. The business provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service. Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients. Responsibilities " Experience of working within an IFA firm in an administrative role supporting financial advisers " CF1, R01, or equivalent desirable. " Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face. " Proficiency in Intelligent Office and Microsoft Office. " An understanding and working knowledge around pensions and investments " Outstanding organisational skills " New business processing " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Experience of using Intelligent Office is desirable " Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR16688
May 11, 2026
Full time
IFA Administrator Sutton Coldfield Salary up to 28,000 Free Parking Private Health Insurance 4 x Death in Service Our client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing practice in the Sutton Coldfield area. The business provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service. Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients. Responsibilities " Experience of working within an IFA firm in an administrative role supporting financial advisers " CF1, R01, or equivalent desirable. " Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face. " Proficiency in Intelligent Office and Microsoft Office. " An understanding and working knowledge around pensions and investments " Outstanding organisational skills " New business processing " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Experience of using Intelligent Office is desirable " Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR16688
Marstep Resourcing Solutions
Client Servicing Administrator (Part Time Hours)
Marstep Resourcing Solutions Wrexham, Clwyd
£24,000p/a Pro-Rata to 3 days This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What s most important is the desire to learn, and build a worthwhile career. Hours: 3 days per week - 9am until 5pm (Wednesday, Thursday, Friday) additional days may be required at peak periods and/or business needs but will be agreed mutually in advance. Salary; £24,000 full-time equivalent based on full time hours of only 35 hour week. Contract type: Permanent Benefits; 1.30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition) 2.NHS Top up Medical Cash Plan (increasing with length of service) 3.Gym membership 4.Free onsite parking 5.Bike to work scheme 6.Exam support and funding 7.Inhouse development path for those that want to develop throughout the various roles 8.Team socials Role purpose: An exciting new opportunity has arisen, and the role will be in the Client Servicing team providing admin support to the business's Financial Advisers and wider business. Key Duties and Responsibilities: Prep of meeting packs (new and review) Completing client change requests in contributions/bank details/address s Diary Management Appointment booking via telephone and email Review and overdue meeting management Adding leads and prospects to the system Withdrawals taking client instruction and completing security checks Online access registering Pre population of client information in various key documents ID & anti-money laundering checks Logging documentation on an internal server Client meeting reminders Preparation of welcome packs/sending Certifying docs Policy services request for information Calling third-party providers for information Scanning and processing incoming post Answering of incoming office calls Supporting with any broader general office support Supporting with client generic queries Person Specification: Genuine interest in Financial Services Confident phone manner and dealing with clients Keen to develop and learn High level of attention to detail Highly organised and works with a proactive attitude Excellent written and verbal communication skills Excellent IT Skills Approaches work positively with a can-do attitude and take responsibility for own tasks Manages time effectively and can work within set timescales Works well as an individual and as part of a large team This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What s most important is the desire to learn, and build a worthwhile career.
May 11, 2026
Full time
£24,000p/a Pro-Rata to 3 days This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What s most important is the desire to learn, and build a worthwhile career. Hours: 3 days per week - 9am until 5pm (Wednesday, Thursday, Friday) additional days may be required at peak periods and/or business needs but will be agreed mutually in advance. Salary; £24,000 full-time equivalent based on full time hours of only 35 hour week. Contract type: Permanent Benefits; 1.30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition) 2.NHS Top up Medical Cash Plan (increasing with length of service) 3.Gym membership 4.Free onsite parking 5.Bike to work scheme 6.Exam support and funding 7.Inhouse development path for those that want to develop throughout the various roles 8.Team socials Role purpose: An exciting new opportunity has arisen, and the role will be in the Client Servicing team providing admin support to the business's Financial Advisers and wider business. Key Duties and Responsibilities: Prep of meeting packs (new and review) Completing client change requests in contributions/bank details/address s Diary Management Appointment booking via telephone and email Review and overdue meeting management Adding leads and prospects to the system Withdrawals taking client instruction and completing security checks Online access registering Pre population of client information in various key documents ID & anti-money laundering checks Logging documentation on an internal server Client meeting reminders Preparation of welcome packs/sending Certifying docs Policy services request for information Calling third-party providers for information Scanning and processing incoming post Answering of incoming office calls Supporting with any broader general office support Supporting with client generic queries Person Specification: Genuine interest in Financial Services Confident phone manner and dealing with clients Keen to develop and learn High level of attention to detail Highly organised and works with a proactive attitude Excellent written and verbal communication skills Excellent IT Skills Approaches work positively with a can-do attitude and take responsibility for own tasks Manages time effectively and can work within set timescales Works well as an individual and as part of a large team This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What s most important is the desire to learn, and build a worthwhile career.
NJR Recruitment
IFA Administrator/ Trainee Paraplanner
NJR Recruitment Grantham, Lincolnshire
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Oct 08, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Lorien
DB Pensions Specialist
Lorien
12 month contract - Inside IR35 - Investment Banking Core accountabilities of role Advanced level expert to lead work on the Bank's UK Defined Benefit (DB) pension schemes, to include actuarial funding, investment, Trustee accounting, Corporate accounting, administration and vendor management. Manage medium and large DB projects that arise in the year, which is likely to include merging several DB schemes Able to autonomously manage all key stakeholders independently, reporting to the Head of UK Pensions, Benefits & Wellbeing Lead contact and adviser for Heads of HR and CFOs at UK group companies with DB schemes and represent those Group companies to the Professional Trustee Lead the pension accounting process (IAS19) to support Group HR and local Finance, ensuring timely reporting of balance sheet and P&L numbers, agreeing key financial assumptions with actuaries, Group companies and Group HR and managing market movement issues with the key stakeholders and external auditors Lead the Professional Trustee relationship ensuring continuing constructive and collaborative engagement. Lead services to the schemes and trustee to ensure the efficient operation of the schemes and the providers in line with best practice, UK regulatory requirements and Group policies. Manages third party suppliers, including corporate actuaries, lawyers, company auditors, trustee auditors and administrators, including management of advisor budgets across all UK pension schemes (trustee and corporate). Member of the Bank's International Pension Plans Committee, and lead management of the IPP provider in Jersey Support DC Pension Specialist on UK Defined Contribution (DC) Scheme projects, including support for monthly pension contribution reconciliation and DC pension communications. Management of complex pension employee queries to central mailbox and via internal HR portal. Provision of pension 121s for employees with complex issues on request and provision of pension and support on wider HR matters (such as employee assignments, redundancies etc.) Technical expert reviewer for work of Head of Pension, Benefits & Wellbeing Liaising with internal procurement, governance and IT security teams regarding pension team vendor reviews/documentation. Managing the documentation and annual review of Pension procedures for internal governance purposes. Knowledge, Skill and Experience Essential Extensive experience in the pensions industry Expert level of DB pensions knowledge Very good working knowledge of pension tax rules Very good working knowledge of DB pension accounting Ability to challenge expert advisers Strong communication skills for communications to all staff, individuals and key stakeholders in what can be highly technical areas Project management and ability to oversee and manage teams of third party suppliers Proficient experience using Microsoft Excel to handle large data sets Preferred Working towards or qualified Actuarial qualification or Diploma working towards or qualified Associate of the Pensions Management Institute or other relevant experience. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
Oct 08, 2025
Full time
12 month contract - Inside IR35 - Investment Banking Core accountabilities of role Advanced level expert to lead work on the Bank's UK Defined Benefit (DB) pension schemes, to include actuarial funding, investment, Trustee accounting, Corporate accounting, administration and vendor management. Manage medium and large DB projects that arise in the year, which is likely to include merging several DB schemes Able to autonomously manage all key stakeholders independently, reporting to the Head of UK Pensions, Benefits & Wellbeing Lead contact and adviser for Heads of HR and CFOs at UK group companies with DB schemes and represent those Group companies to the Professional Trustee Lead the pension accounting process (IAS19) to support Group HR and local Finance, ensuring timely reporting of balance sheet and P&L numbers, agreeing key financial assumptions with actuaries, Group companies and Group HR and managing market movement issues with the key stakeholders and external auditors Lead the Professional Trustee relationship ensuring continuing constructive and collaborative engagement. Lead services to the schemes and trustee to ensure the efficient operation of the schemes and the providers in line with best practice, UK regulatory requirements and Group policies. Manages third party suppliers, including corporate actuaries, lawyers, company auditors, trustee auditors and administrators, including management of advisor budgets across all UK pension schemes (trustee and corporate). Member of the Bank's International Pension Plans Committee, and lead management of the IPP provider in Jersey Support DC Pension Specialist on UK Defined Contribution (DC) Scheme projects, including support for monthly pension contribution reconciliation and DC pension communications. Management of complex pension employee queries to central mailbox and via internal HR portal. Provision of pension 121s for employees with complex issues on request and provision of pension and support on wider HR matters (such as employee assignments, redundancies etc.) Technical expert reviewer for work of Head of Pension, Benefits & Wellbeing Liaising with internal procurement, governance and IT security teams regarding pension team vendor reviews/documentation. Managing the documentation and annual review of Pension procedures for internal governance purposes. Knowledge, Skill and Experience Essential Extensive experience in the pensions industry Expert level of DB pensions knowledge Very good working knowledge of pension tax rules Very good working knowledge of DB pension accounting Ability to challenge expert advisers Strong communication skills for communications to all staff, individuals and key stakeholders in what can be highly technical areas Project management and ability to oversee and manage teams of third party suppliers Proficient experience using Microsoft Excel to handle large data sets Preferred Working towards or qualified Actuarial qualification or Diploma working towards or qualified Associate of the Pensions Management Institute or other relevant experience. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.

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