Sewell Wallis is partnering with a private equity-backed group who are operating at scale across commercial property and construction, whose growth is driven by extensive acquisition investment each year. Based out of high-spec offices in Manchester, this Senior Property Accountant role offers an opportunity to join a tech-driven and innovative organisation that values progress and performance. Their finance function is growing, offering high internal mobility. Benefits include an enhanced pension and a market-leading bonus scheme, as well as the progression opportunities that come with working in a scaling organisation. You'll work a hybrid working pattern with three days based out of the office. This is an unmissable Senior Accountant opportunity for you if you're an ambitious finance professional looking to grow. What will you be doing? Reporting to the Finance Manager, the position is based in the newly built and modern Stockport office. The Senior Property Accountant role is to support the Corporate Accounting team in various aspects of operations and management accounts and act as a deputy to the Finance Manager. This is a fast-paced environment and will involve taking ownership of several tasks and working with a high volume of data. Lead on monthly management accounts for holding companies and subsidiary entities (property companies) within Microsoft D365, supporting the management accountants and assistant accountants. Support, review and challenge variance analysis prepared by management accountants. Summarise and present key variances to senior management. Approach and work with stakeholders in the business to investigate discrepancies. Support with all aspects of the month end close. Run the creation and maintenance of the quarterly consolidation reports with multiple legal entities. Lead on annual IFRS statutory accounts preparation for holding companies and subsidiary entities. Creation and 1st review sign off on IFRS balance sheet reconciliations for all entities. Input into the design and testing of new controls. Become a Subject Matter Expert in areas of the balance sheet and system processes. Testing and sampling of journals posted by the management accounts. In conjunction with the Finance Manager, lead on the year end audit, resolving queries with accompanying evidence, etc. Involvement in the ERP testing. Quarterly VAT and monthly CIS reporting review and filing. Prepare debt compliance and understand all loan agreements in group working closely with the Capital Markets team. Mentor and support junior members of the team. What skills are we looking for? Qualified CIMA/ACCA/ACA Accountant. Experience in IFRS large group consolidations. Interest in technology, process improvements and willingness to develop AI skills. Great communication and focus on developing and mentoring team members. Property accounting background advantageous. Proficiency in Excel (v lookups & pivot tables). An enthusiastic and positive approach to tasks and duties with a desire to develop within a property organisation. What's on offer? Competitive salary with a discretionary performance-linked bonus. Additional benefits include pension, health, and life insurance. 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.
Apr 28, 2026
Full time
Sewell Wallis is partnering with a private equity-backed group who are operating at scale across commercial property and construction, whose growth is driven by extensive acquisition investment each year. Based out of high-spec offices in Manchester, this Senior Property Accountant role offers an opportunity to join a tech-driven and innovative organisation that values progress and performance. Their finance function is growing, offering high internal mobility. Benefits include an enhanced pension and a market-leading bonus scheme, as well as the progression opportunities that come with working in a scaling organisation. You'll work a hybrid working pattern with three days based out of the office. This is an unmissable Senior Accountant opportunity for you if you're an ambitious finance professional looking to grow. What will you be doing? Reporting to the Finance Manager, the position is based in the newly built and modern Stockport office. The Senior Property Accountant role is to support the Corporate Accounting team in various aspects of operations and management accounts and act as a deputy to the Finance Manager. This is a fast-paced environment and will involve taking ownership of several tasks and working with a high volume of data. Lead on monthly management accounts for holding companies and subsidiary entities (property companies) within Microsoft D365, supporting the management accountants and assistant accountants. Support, review and challenge variance analysis prepared by management accountants. Summarise and present key variances to senior management. Approach and work with stakeholders in the business to investigate discrepancies. Support with all aspects of the month end close. Run the creation and maintenance of the quarterly consolidation reports with multiple legal entities. Lead on annual IFRS statutory accounts preparation for holding companies and subsidiary entities. Creation and 1st review sign off on IFRS balance sheet reconciliations for all entities. Input into the design and testing of new controls. Become a Subject Matter Expert in areas of the balance sheet and system processes. Testing and sampling of journals posted by the management accounts. In conjunction with the Finance Manager, lead on the year end audit, resolving queries with accompanying evidence, etc. Involvement in the ERP testing. Quarterly VAT and monthly CIS reporting review and filing. Prepare debt compliance and understand all loan agreements in group working closely with the Capital Markets team. Mentor and support junior members of the team. What skills are we looking for? Qualified CIMA/ACCA/ACA Accountant. Experience in IFRS large group consolidations. Interest in technology, process improvements and willingness to develop AI skills. Great communication and focus on developing and mentoring team members. Property accounting background advantageous. Proficiency in Excel (v lookups & pivot tables). An enthusiastic and positive approach to tasks and duties with a desire to develop within a property organisation. What's on offer? Competitive salary with a discretionary performance-linked bonus. Additional benefits include pension, health, and life insurance. 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.
TL;DR We're looking for a seasoned executive who can build and scale Convergent's UK presence while navigating the intersection of breakthrough science, institutional design, and UK science policy. As our Partner for UK Operations & Programs, you'll lead our ARIA partnership, run our UK Residency program, build our on-the-ground team and infrastructure, sit on FRO boards, and represent Convergent across the UK science and policy ecosystem. You'll interface with ARIA, UKRI, Innovate UK, and government leadership while maintaining our standards for ambitious, high-integrity science. If you've built teams and organizations from the ground up, understand both startup velocity and UK public sector dynamics, and believe British science policy can actually enable moonshots rather than just talk about them, you'll fit in great here. Why Join Now? Convergent Research exists to bring entirely new scientific institutions into the world: Focused Research Organizations (FROs). These are purpose-built, mission-driven orgs designed to solve technological bottlenecks, unlock whole new fields, and lead to scaled revolutions. Think: "What if Bell Labs, but for single-cell proteomics?" We've launched more than 10 FROs globally and proven that the model works. We've raised over $350 million and catalyzed $300+ million in follow on investment. Now we're scaling intentionally into the UK, and this is a critical inflection point for that expansion. Last year, we became an ARIA Activation Partner and ran our first UK Residency program for prospective FRO founders, through which we incubated and selected two new UK FROs for ARIA funding. We also established a legal presence in the UK. This year, we're running Version 2 of the Residency, expanding our physical and operational footprint, deepening our networks across British research institutions and funding bodies, and building the team that will make Convergent a permanent fixture of the UK science ecosystem. This role is critical because UK expansion represents both massive opportunity and serious operational complexity. The person who joins in this role will be setting a lot of where our UK (and broader European) strategy goes. In addition to a strong strategic leader, we need someone who can work hand in hand with our US-based team to help manage UK-specific infrastructure around hiring, systems, governance, and partnerships while also growing a portfolio of world class FROs that maintain the speed, ambition, and scientific rigor Convergent is known for. You're joining at a moment that is neither all risk nor all rote-we have early traction and strong partnerships, but plenty of room for experimentation. You'll be joining a team that is ambitious, irreverent, and deeply committed to enabling breakthrough science. If you're excited about building institutions from scratch, UK science policy and innovation ecosystems, and helping founders build lasting organizations without drowning in bureaucracy, this is your role. The Role As our Partner for UK Operations & Programs, you'll be part strategic operator, part ecosystem builder, part founder boss, part diplomatic envoy, part chief of staff for UK activities. You will: Lead UK Residency & FRO pipeline Own the execution of our UK Residency program. Identify and source breakthrough research concepts from across British universities and institutes, recruit stellar founding teams, shepherd them through the Residency, and launch new FROs in partnership with ARIA and other funders. Manage UK Office and Hiring Help our team continue to build the operational foundations Convergent needs in the UK, supporting recruitment of new team members and ensuring our UK entity can support a growing FRO portfolio. Grow UK government and funding relationships Deepen our partnership with ARIA while building relationships with UKRI, Innovate UK, DSIT, and other agencies funding high risk research. Position Convergent as the trusted operating partner for ambitious public good science across the UK funding landscape. Represent Convergent in UK policy and science circles Be Convergent's face in London, Cambridge, and beyond. Speak at conferences, engage with policymakers, build relationships with university leadership and research directors, and ensure the FRO model is understood and valued by the UK science establishment. Provide board governance Serve as voting board member on multiple UK-based FROs, bringing strategic oversight, removing blockers, ensuring milestones align with both scientific ambition and funder requirements, and helping founders navigate the unique challenges of the UK research landscape. Shape Convergent's UK/Europe strategy Work with Convergent leadership to refine our UK expansion roadmap, identify which partnerships and programs align with our mission, and ensure we scale our UK/Europe presence without losing what makes us effective. A Non MECE Overview of a Day In Your Life UK Residency Leadership: Own strategy and execution for Version 2 (and beyond) of the UK Residency program. This means sourcing candidates from across UK research institutions, designing programming that converts ideas into fundable FROs, managing relationships with ARIA and other potential funders, running selection processes, and ensuring residents have everything they need to succeed. Report on program outcomes and iterate the model based on what we learn. ARIA Partnership Management: Serve as Convergent's primary point of contact for ARIA. Manage the relationship strategically, understanding ARIA's evolving priorities, positioning Convergent FROs for success within ARIA's portfolio, ensuring compliance with partnership agreements, and identifying opportunities to deepen collaboration. UK Funding Ecosystem Development: Build relationships with UKRI program directors, Innovate UK leads, DSIT officials, and other funders in the UK landscape. Identify funding opportunities for existing and prospective FROs. Help FROs craft compelling proposals that speak to UK funding priorities whilst maintaining scientific ambition. Translate FRO impact into the stories and metrics that unlock sustained UK public and private support. Board & FRO Governance: Represent Convergent on the boards of UK-based FROs. Bring strategic oversight, ensure compliance with UK-specific requirements (charity law, employment law, etc.), call bullshit when needed, and help founders navigate operating in the UK research ecosystem whilst maintaining FRO velocity. Ecosystem Building & External Representation: Attend the right conferences and convenings. Build relationships with university technology transfer offices, research institute directors, and heads of department. Publish in Research Professional, speak on panels, brief parliamentarians and civil servants, and generally make Convergent a known and trusted name in UK science. UK Team Building & Operations: Support organizational design decisions and hiring for Convergent's growing UK team-could include roles in operations, programming, fundraising, communications, or technical support. Where appropriate, directly manage new hires. Work with our US-based operations team to ensure consistency where it matters and localization where it helps. The Ideal Person For This Role You've operated in both the startup world and the UK science/policy world, and you believe research can move much, MUCH faster. You're equally comfortable whiteboarding with a systems biologist and navigating UKRI grant portals. You've built teams and systems from the ground up. You understand that "government funded" doesn't have to mean "endless meetings and no progress," but you also know the UK has particular operational requirements that must be respected. You're comfortable with ambiguity and able to evolve the role as our UK presence matures. Version 1 of Convergent UK is working. Your job is to build Version 2 and set the stage for Version 3. You might be: A former operator who wants to build institutions at larger scale An ex ARIA Program Director or technical specialist who wants to work more directly with founding teams A startup operator who wants to bring the innovation mindset to science A recovering academic administrator who figured out how to make British science move quickly and wants to do it at scale Must Have Superpowers UK science ecosystem fluency: Deep understanding of British research funding (UKRI, ARIA, Innovate UK), university structures, charity/nonprofit regulations, and how to navigate UK science policy without drowning in process. Program management: Experience designing, running, and iterating cohort based programs, accelerators, residencies, or similar. You know how to create transformative experiences for participants. Strategic + ops chops: Can build five year roadmaps and also fix the thing that's broken today. Board experience: Comfort with governance, fiduciary responsibility, and making tough calls. Bonus if you understand UK charity governance specifically. Relationship builder: Extensive network across UK research institutions, funding bodies, or policy circles. People return your emails and actually want to help you. Excellent judgment under uncertainty: Can pressure test strategy, identify red flags, and make calls with incomplete information. Strong written and verbal communication: Can write for Nature, UKRI grant applications, board memos, and Twitter without changing who you are. Empathy for scientists + healthy disrespect for academic incentives . click apply for full job details
Apr 28, 2026
Full time
TL;DR We're looking for a seasoned executive who can build and scale Convergent's UK presence while navigating the intersection of breakthrough science, institutional design, and UK science policy. As our Partner for UK Operations & Programs, you'll lead our ARIA partnership, run our UK Residency program, build our on-the-ground team and infrastructure, sit on FRO boards, and represent Convergent across the UK science and policy ecosystem. You'll interface with ARIA, UKRI, Innovate UK, and government leadership while maintaining our standards for ambitious, high-integrity science. If you've built teams and organizations from the ground up, understand both startup velocity and UK public sector dynamics, and believe British science policy can actually enable moonshots rather than just talk about them, you'll fit in great here. Why Join Now? Convergent Research exists to bring entirely new scientific institutions into the world: Focused Research Organizations (FROs). These are purpose-built, mission-driven orgs designed to solve technological bottlenecks, unlock whole new fields, and lead to scaled revolutions. Think: "What if Bell Labs, but for single-cell proteomics?" We've launched more than 10 FROs globally and proven that the model works. We've raised over $350 million and catalyzed $300+ million in follow on investment. Now we're scaling intentionally into the UK, and this is a critical inflection point for that expansion. Last year, we became an ARIA Activation Partner and ran our first UK Residency program for prospective FRO founders, through which we incubated and selected two new UK FROs for ARIA funding. We also established a legal presence in the UK. This year, we're running Version 2 of the Residency, expanding our physical and operational footprint, deepening our networks across British research institutions and funding bodies, and building the team that will make Convergent a permanent fixture of the UK science ecosystem. This role is critical because UK expansion represents both massive opportunity and serious operational complexity. The person who joins in this role will be setting a lot of where our UK (and broader European) strategy goes. In addition to a strong strategic leader, we need someone who can work hand in hand with our US-based team to help manage UK-specific infrastructure around hiring, systems, governance, and partnerships while also growing a portfolio of world class FROs that maintain the speed, ambition, and scientific rigor Convergent is known for. You're joining at a moment that is neither all risk nor all rote-we have early traction and strong partnerships, but plenty of room for experimentation. You'll be joining a team that is ambitious, irreverent, and deeply committed to enabling breakthrough science. If you're excited about building institutions from scratch, UK science policy and innovation ecosystems, and helping founders build lasting organizations without drowning in bureaucracy, this is your role. The Role As our Partner for UK Operations & Programs, you'll be part strategic operator, part ecosystem builder, part founder boss, part diplomatic envoy, part chief of staff for UK activities. You will: Lead UK Residency & FRO pipeline Own the execution of our UK Residency program. Identify and source breakthrough research concepts from across British universities and institutes, recruit stellar founding teams, shepherd them through the Residency, and launch new FROs in partnership with ARIA and other funders. Manage UK Office and Hiring Help our team continue to build the operational foundations Convergent needs in the UK, supporting recruitment of new team members and ensuring our UK entity can support a growing FRO portfolio. Grow UK government and funding relationships Deepen our partnership with ARIA while building relationships with UKRI, Innovate UK, DSIT, and other agencies funding high risk research. Position Convergent as the trusted operating partner for ambitious public good science across the UK funding landscape. Represent Convergent in UK policy and science circles Be Convergent's face in London, Cambridge, and beyond. Speak at conferences, engage with policymakers, build relationships with university leadership and research directors, and ensure the FRO model is understood and valued by the UK science establishment. Provide board governance Serve as voting board member on multiple UK-based FROs, bringing strategic oversight, removing blockers, ensuring milestones align with both scientific ambition and funder requirements, and helping founders navigate the unique challenges of the UK research landscape. Shape Convergent's UK/Europe strategy Work with Convergent leadership to refine our UK expansion roadmap, identify which partnerships and programs align with our mission, and ensure we scale our UK/Europe presence without losing what makes us effective. A Non MECE Overview of a Day In Your Life UK Residency Leadership: Own strategy and execution for Version 2 (and beyond) of the UK Residency program. This means sourcing candidates from across UK research institutions, designing programming that converts ideas into fundable FROs, managing relationships with ARIA and other potential funders, running selection processes, and ensuring residents have everything they need to succeed. Report on program outcomes and iterate the model based on what we learn. ARIA Partnership Management: Serve as Convergent's primary point of contact for ARIA. Manage the relationship strategically, understanding ARIA's evolving priorities, positioning Convergent FROs for success within ARIA's portfolio, ensuring compliance with partnership agreements, and identifying opportunities to deepen collaboration. UK Funding Ecosystem Development: Build relationships with UKRI program directors, Innovate UK leads, DSIT officials, and other funders in the UK landscape. Identify funding opportunities for existing and prospective FROs. Help FROs craft compelling proposals that speak to UK funding priorities whilst maintaining scientific ambition. Translate FRO impact into the stories and metrics that unlock sustained UK public and private support. Board & FRO Governance: Represent Convergent on the boards of UK-based FROs. Bring strategic oversight, ensure compliance with UK-specific requirements (charity law, employment law, etc.), call bullshit when needed, and help founders navigate operating in the UK research ecosystem whilst maintaining FRO velocity. Ecosystem Building & External Representation: Attend the right conferences and convenings. Build relationships with university technology transfer offices, research institute directors, and heads of department. Publish in Research Professional, speak on panels, brief parliamentarians and civil servants, and generally make Convergent a known and trusted name in UK science. UK Team Building & Operations: Support organizational design decisions and hiring for Convergent's growing UK team-could include roles in operations, programming, fundraising, communications, or technical support. Where appropriate, directly manage new hires. Work with our US-based operations team to ensure consistency where it matters and localization where it helps. The Ideal Person For This Role You've operated in both the startup world and the UK science/policy world, and you believe research can move much, MUCH faster. You're equally comfortable whiteboarding with a systems biologist and navigating UKRI grant portals. You've built teams and systems from the ground up. You understand that "government funded" doesn't have to mean "endless meetings and no progress," but you also know the UK has particular operational requirements that must be respected. You're comfortable with ambiguity and able to evolve the role as our UK presence matures. Version 1 of Convergent UK is working. Your job is to build Version 2 and set the stage for Version 3. You might be: A former operator who wants to build institutions at larger scale An ex ARIA Program Director or technical specialist who wants to work more directly with founding teams A startup operator who wants to bring the innovation mindset to science A recovering academic administrator who figured out how to make British science move quickly and wants to do it at scale Must Have Superpowers UK science ecosystem fluency: Deep understanding of British research funding (UKRI, ARIA, Innovate UK), university structures, charity/nonprofit regulations, and how to navigate UK science policy without drowning in process. Program management: Experience designing, running, and iterating cohort based programs, accelerators, residencies, or similar. You know how to create transformative experiences for participants. Strategic + ops chops: Can build five year roadmaps and also fix the thing that's broken today. Board experience: Comfort with governance, fiduciary responsibility, and making tough calls. Bonus if you understand UK charity governance specifically. Relationship builder: Extensive network across UK research institutions, funding bodies, or policy circles. People return your emails and actually want to help you. Excellent judgment under uncertainty: Can pressure test strategy, identify red flags, and make calls with incomplete information. Strong written and verbal communication: Can write for Nature, UKRI grant applications, board memos, and Twitter without changing who you are. Empathy for scientists + healthy disrespect for academic incentives . click apply for full job details
ABOUT US: As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning "The Other House" in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions. With a deep understanding of what it takes to succeed in alternatives, we believe in being different - in what we do, in how we work and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. Find out more about life at Alter Domus at The Loan Agency Team is responsible for external client service relating to new issue/par/distressed bank loan trades. Loan structures include large syndications, leveraged middle-market, and special opportunity situations. The candidate will require the skills to work with other parties within the industry, including, attorneys, trade counterparties, administrative agents and others regarding trade confirmations, allocations, KYC documentation, settlements, metrics, and industry initiatives. YOUR FUTURE RESPONSIBILITIES: Demonstrate detailed knowledge of the bank loan market in order to communicate with business and trading counterparties. Take a lead role in the trade settlement process of loan syndications, secondary loan trades, restructures, privates, and trade claims including funding and documentation matters. Maintain a strong knowledge of all relevant portfolios and deal related documentation to ensure controls are in place and that guidelines are adhered to. Act as primary point of contact for clients, possibly in an Account Manager role.Liaise with Administrative Agents with regard to KYC documentation, including administrative details. Act as mentor and resource for junior members of the team with ability to work toward building and management of team of closers. Interact with internal and external counterparts such as Portfolio Management, Attorneys, Compliance, Finance, Technology, Fund Administrators, Agent Banks, and Trading Counterparts/Brokers. Investigate and resolve closing and transactional issues, communicate all issues in a timely manner. Participate in the review of daily/weekly reports and metrics provided to clients to highlight status of trades and risks.Work in a dynamic team environment and participate in strategic initiatives. Demonstrate ability to prioritize, complete, and delegate tasks while providing high attention to detail. YOUR PROFILE: Bachelor's degree in finance, accounting, business or economics or commensurate work experience Ability to independently research and resolve complex problems Ability to work closely with internal groups and external clients; strong communication skills Demonstrated analytic skills, and a strong, proactive interest in learning and mastering new concepts Strong Microsoft Excel skills and experience, or other loan research and analysis tools is an advantage. Experience working with syndicated loans, LMA documents, as well as trade claims. WHAT WE OFFER We are committed to supporting your development, advancing your career, and providing benefits that matter to you. Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. Our global benefits also include: Support for professional accreditations such as ACCA and study leave Flexible arrangements, generous holidays, plus an additional day off for your birthday! Continuous mentoring along your career progression Active sports, events and social committees across our offices 24/7 support available from our Employee Assistance Program The opportunity to invest in our growth and success through our Employee Share Plan Plus additional local benefits depending on your location Equity in every sense of the word: We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong. We celebrate our differences, and understand that our success relies on diverse perspectives and experiences, working towards shared goals and a common purpose. We take pride in creating a workplace where all our people are empowered to be truly invested in the alternative and bring their whole selves to work. We are committed to ensuring a welcoming recruiting and onboarding process for everyone. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you. (Alter Domus Privacy notice can be reviewed via Alter Domus webpage: )
Apr 28, 2026
Full time
ABOUT US: As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning "The Other House" in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions. With a deep understanding of what it takes to succeed in alternatives, we believe in being different - in what we do, in how we work and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. Find out more about life at Alter Domus at The Loan Agency Team is responsible for external client service relating to new issue/par/distressed bank loan trades. Loan structures include large syndications, leveraged middle-market, and special opportunity situations. The candidate will require the skills to work with other parties within the industry, including, attorneys, trade counterparties, administrative agents and others regarding trade confirmations, allocations, KYC documentation, settlements, metrics, and industry initiatives. YOUR FUTURE RESPONSIBILITIES: Demonstrate detailed knowledge of the bank loan market in order to communicate with business and trading counterparties. Take a lead role in the trade settlement process of loan syndications, secondary loan trades, restructures, privates, and trade claims including funding and documentation matters. Maintain a strong knowledge of all relevant portfolios and deal related documentation to ensure controls are in place and that guidelines are adhered to. Act as primary point of contact for clients, possibly in an Account Manager role.Liaise with Administrative Agents with regard to KYC documentation, including administrative details. Act as mentor and resource for junior members of the team with ability to work toward building and management of team of closers. Interact with internal and external counterparts such as Portfolio Management, Attorneys, Compliance, Finance, Technology, Fund Administrators, Agent Banks, and Trading Counterparts/Brokers. Investigate and resolve closing and transactional issues, communicate all issues in a timely manner. Participate in the review of daily/weekly reports and metrics provided to clients to highlight status of trades and risks.Work in a dynamic team environment and participate in strategic initiatives. Demonstrate ability to prioritize, complete, and delegate tasks while providing high attention to detail. YOUR PROFILE: Bachelor's degree in finance, accounting, business or economics or commensurate work experience Ability to independently research and resolve complex problems Ability to work closely with internal groups and external clients; strong communication skills Demonstrated analytic skills, and a strong, proactive interest in learning and mastering new concepts Strong Microsoft Excel skills and experience, or other loan research and analysis tools is an advantage. Experience working with syndicated loans, LMA documents, as well as trade claims. WHAT WE OFFER We are committed to supporting your development, advancing your career, and providing benefits that matter to you. Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. Our global benefits also include: Support for professional accreditations such as ACCA and study leave Flexible arrangements, generous holidays, plus an additional day off for your birthday! Continuous mentoring along your career progression Active sports, events and social committees across our offices 24/7 support available from our Employee Assistance Program The opportunity to invest in our growth and success through our Employee Share Plan Plus additional local benefits depending on your location Equity in every sense of the word: We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong. We celebrate our differences, and understand that our success relies on diverse perspectives and experiences, working towards shared goals and a common purpose. We take pride in creating a workplace where all our people are empowered to be truly invested in the alternative and bring their whole selves to work. We are committed to ensuring a welcoming recruiting and onboarding process for everyone. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you. (Alter Domus Privacy notice can be reviewed via Alter Domus webpage: )
Marks Sattin Executive Search is working with a distinguished Family Office in central London to appoint a Senior Investment Accountant. This is a key role within a lean, high-performing finance team, offering broad exposure across investment entities, property companies, partnerships, and trusts. The position blends technical accounting, financial control, and performance analysis with meaningful involvement in the Family Office's ongoing finance transformation. You will support the development of enhanced reporting frameworks, contribute to system and process improvements, and help strengthen the overall financial infrastructure as the organisation continues to evolve. Core responsibilities include management and regulatory reporting, multi-currency performance analysis, and the preparation of high quality financial information to support senior leadership. The remit also covers bank reporting, coordination of external audits, and regular engagement with external stakeholders such as property managers, administrators, and financial institutions. As a senior member of the team, you will review and guide junior accountants, support the FC and CFO on ad hoc analysis and project work, and ensure the finance function remains aligned with best practice. The role requires someone who maintains up to date knowledge of relevant tax, accounting, and compliance developments and is comfortable stepping into new or complex areas when required. The Ideal Candidate A fully qualified accountant (ACA, ACCA, or ACMA), ideally chartered, with strong experience across investment or property accounting, including partnerships, trusts, fund accounting, or asset management structures Demonstrated capability in preparing management and statutory accounts, with exposure to performance reporting, regulatory reporting, multi-currency environments, and ideally derivatives or bonds High proficiency in Excel and financial systems, with a proven track record of enhancing legacy processes or supporting the implementation of new systems in a dynamic environment Strong technical grounding, exceptional attention to detail, and the ability to interpret complex financial information while building effective relationships with internal and external stakeholders Brings a mature, disciplined approach to financial control and analysis, contributing effectively within a small, high performing team; Family Office experience is not required but advantageous Due to the high level of applications, we can only reply to those candidates with relevant experience. We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit and for our privacy policy.
Apr 28, 2026
Full time
Marks Sattin Executive Search is working with a distinguished Family Office in central London to appoint a Senior Investment Accountant. This is a key role within a lean, high-performing finance team, offering broad exposure across investment entities, property companies, partnerships, and trusts. The position blends technical accounting, financial control, and performance analysis with meaningful involvement in the Family Office's ongoing finance transformation. You will support the development of enhanced reporting frameworks, contribute to system and process improvements, and help strengthen the overall financial infrastructure as the organisation continues to evolve. Core responsibilities include management and regulatory reporting, multi-currency performance analysis, and the preparation of high quality financial information to support senior leadership. The remit also covers bank reporting, coordination of external audits, and regular engagement with external stakeholders such as property managers, administrators, and financial institutions. As a senior member of the team, you will review and guide junior accountants, support the FC and CFO on ad hoc analysis and project work, and ensure the finance function remains aligned with best practice. The role requires someone who maintains up to date knowledge of relevant tax, accounting, and compliance developments and is comfortable stepping into new or complex areas when required. The Ideal Candidate A fully qualified accountant (ACA, ACCA, or ACMA), ideally chartered, with strong experience across investment or property accounting, including partnerships, trusts, fund accounting, or asset management structures Demonstrated capability in preparing management and statutory accounts, with exposure to performance reporting, regulatory reporting, multi-currency environments, and ideally derivatives or bonds High proficiency in Excel and financial systems, with a proven track record of enhancing legacy processes or supporting the implementation of new systems in a dynamic environment Strong technical grounding, exceptional attention to detail, and the ability to interpret complex financial information while building effective relationships with internal and external stakeholders Brings a mature, disciplined approach to financial control and analysis, contributing effectively within a small, high performing team; Family Office experience is not required but advantageous Due to the high level of applications, we can only reply to those candidates with relevant experience. We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit and for our privacy policy.
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)
Apr 27, 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)
Based in the beautiful rural setting of Stoneleigh, Pragmatic Consulting Ltd is a fast-growing business that offers external training solutions to some of the UK leading tier one construction companies on a national basis. Pragmatic Consulting have training facilities throughout the UK offering flexibility to their clients. This is a great time to join this dynamic forward-thinking company that offers professional support and guidance to help you achieve your career goals. We are currently expanding rapidly to continue to meet growing client demands. Please note due to the rural location and limited public transport you will need your own transport to be able to get to and from Stoneleigh Park. Job Overview We are seeking a Booking Administrator to join our team. The ideal candidate will be responsible for cultivating strong relationships with assigned customers and suppliers, addressing enquiries promptly and effectively to surpass service expectations. Responsibilities Uphold our company values in all customer communications, serving as a brand ambassador. Answer telephones and help and support clients Utilise internal CRM systems to generate and update quotes, process emails and follow team processes. Respond efficiently and effectively to emails, support with enquiries, ensuring responses are sent within 2-hours of receipt and supporting enquiry through to a booking. Pass to other team members any enquiries need further assistance with. Take and process bookings and phone payments as required Process website, phone and email course bookings Update internal spreadsheets Update client information in CRM system Process training paperwork onto various systems Invigilate exams (training will be given) Various other admin associated activities to help the smooth running of a busy training company. Ability to learn and work with internal CRM systems. Demonstrates resilience to pressure and the challenge this brings whilst adapting to critical work demands with flexibility. Proactive desire to self-develop in skills relevant to the requirements of the role and wider business. Good written and verbal communication skills. Strong literacy, numeracy, administration, and organisational skills. Fully competent in Microsoft Office particularly, Excel, Word, and Outlook. Be a team player, help the wider team and able to work well on own initiative. Accurate administration skills and a good eye for detail. Strong work ethic, energy, and enthusiasm a must. Experience required Mandatory Proficient in the use of Excel, Word, Outlook and the use of CRM Systems. Previous experience working within an external training company would be advantageous. Knowledge of Neetrix and Access Planit. Pay: £26,700.00 - £28,700.00 per year. Schedule: Full-time Mon to Friday 09:00 to 17:30 with 1 hour lunch Work Location: Stoneleigh Park, Warwickshire Competitive Salary: £26,700.00 - £28,700.00 per year 23 days holiday plus bank holidays on commencement; this increases to a maximum of 30 days with length of service Invested in employee health and wellbeing with mental health first aiders, counselling, and support helpline Company Sick Pay Investment in your continuous professional development First stage interviews will take place over telephone for approximately twenty minutes. With a view to progress successful candidates to a face-to-face interview at our Stoneleigh Park Training Centre whereby you will be asked a set of competency-based questions and practical. Interviews will take place whilst the advert is still live, do not delay in getting your application in! Registered Office: Unit 78, Avenue Q Stoneleigh Park Kenilworth Warwickshire CV8 2LG
Apr 27, 2026
Full time
Based in the beautiful rural setting of Stoneleigh, Pragmatic Consulting Ltd is a fast-growing business that offers external training solutions to some of the UK leading tier one construction companies on a national basis. Pragmatic Consulting have training facilities throughout the UK offering flexibility to their clients. This is a great time to join this dynamic forward-thinking company that offers professional support and guidance to help you achieve your career goals. We are currently expanding rapidly to continue to meet growing client demands. Please note due to the rural location and limited public transport you will need your own transport to be able to get to and from Stoneleigh Park. Job Overview We are seeking a Booking Administrator to join our team. The ideal candidate will be responsible for cultivating strong relationships with assigned customers and suppliers, addressing enquiries promptly and effectively to surpass service expectations. Responsibilities Uphold our company values in all customer communications, serving as a brand ambassador. Answer telephones and help and support clients Utilise internal CRM systems to generate and update quotes, process emails and follow team processes. Respond efficiently and effectively to emails, support with enquiries, ensuring responses are sent within 2-hours of receipt and supporting enquiry through to a booking. Pass to other team members any enquiries need further assistance with. Take and process bookings and phone payments as required Process website, phone and email course bookings Update internal spreadsheets Update client information in CRM system Process training paperwork onto various systems Invigilate exams (training will be given) Various other admin associated activities to help the smooth running of a busy training company. Ability to learn and work with internal CRM systems. Demonstrates resilience to pressure and the challenge this brings whilst adapting to critical work demands with flexibility. Proactive desire to self-develop in skills relevant to the requirements of the role and wider business. Good written and verbal communication skills. Strong literacy, numeracy, administration, and organisational skills. Fully competent in Microsoft Office particularly, Excel, Word, and Outlook. Be a team player, help the wider team and able to work well on own initiative. Accurate administration skills and a good eye for detail. Strong work ethic, energy, and enthusiasm a must. Experience required Mandatory Proficient in the use of Excel, Word, Outlook and the use of CRM Systems. Previous experience working within an external training company would be advantageous. Knowledge of Neetrix and Access Planit. Pay: £26,700.00 - £28,700.00 per year. Schedule: Full-time Mon to Friday 09:00 to 17:30 with 1 hour lunch Work Location: Stoneleigh Park, Warwickshire Competitive Salary: £26,700.00 - £28,700.00 per year 23 days holiday plus bank holidays on commencement; this increases to a maximum of 30 days with length of service Invested in employee health and wellbeing with mental health first aiders, counselling, and support helpline Company Sick Pay Investment in your continuous professional development First stage interviews will take place over telephone for approximately twenty minutes. With a view to progress successful candidates to a face-to-face interview at our Stoneleigh Park Training Centre whereby you will be asked a set of competency-based questions and practical. Interviews will take place whilst the advert is still live, do not delay in getting your application in! Registered Office: Unit 78, Avenue Q Stoneleigh Park Kenilworth Warwickshire CV8 2LG
Senior Depositary Analyst Whiteley / Fareham Hybrid working An established financial services firm is seeking a Senior Depositary Analyst to join its alternatives oversight team. The role covers a varied portfolio of private equity, real estate and private debt funds, including listed investment trusts and UK and non-UK fund structures. Working closely with Depositary Managers, you ll take ownership of a number of client funds and deliver key depositary duties in line with AIFMD and UK regulatory requirements. Key responsibilities Cash flow monitoring and review of significant or unusual transactions Oversight of fund activity to ensure compliance with fund documentation Verification and maintenance of asset ownership records Review of valuations, drawdowns, distributions and investor activity Liaising with fund administrators and investment managers Preparing client and board reporting Supporting onboarding of new funds and clients Assisting with training and supervision of junior team members About you Background in fund accounting, depositary/trustee services or financial services audit Experience working with alternative investment funds Comfortable managing a portfolio of funds or clients Experience monitoring daily cashflow, verifying assets and reviewing accounts Confident, organised and able to work independently while supporting a wider team Why apply? Study Support Ownership of funds and client relationships Supportive, inclusive environment with a focus on development, wellbeing and work-life balance Matched pension up to 7% Annual Bonus Shares ownership Apply today to find out more: (url removed) All applicants must have the right to work in the UK. We will consider all qualified applications for this position. Chilworth Partnership / Venture Recruitment Partners does not discriminate against disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other status protected under the Equality Act 2010. Venture Recruitment Partners (also trading as Chilworth Partnership Ltd) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy at (url removed) INDQSF
Apr 25, 2026
Full time
Senior Depositary Analyst Whiteley / Fareham Hybrid working An established financial services firm is seeking a Senior Depositary Analyst to join its alternatives oversight team. The role covers a varied portfolio of private equity, real estate and private debt funds, including listed investment trusts and UK and non-UK fund structures. Working closely with Depositary Managers, you ll take ownership of a number of client funds and deliver key depositary duties in line with AIFMD and UK regulatory requirements. Key responsibilities Cash flow monitoring and review of significant or unusual transactions Oversight of fund activity to ensure compliance with fund documentation Verification and maintenance of asset ownership records Review of valuations, drawdowns, distributions and investor activity Liaising with fund administrators and investment managers Preparing client and board reporting Supporting onboarding of new funds and clients Assisting with training and supervision of junior team members About you Background in fund accounting, depositary/trustee services or financial services audit Experience working with alternative investment funds Comfortable managing a portfolio of funds or clients Experience monitoring daily cashflow, verifying assets and reviewing accounts Confident, organised and able to work independently while supporting a wider team Why apply? Study Support Ownership of funds and client relationships Supportive, inclusive environment with a focus on development, wellbeing and work-life balance Matched pension up to 7% Annual Bonus Shares ownership Apply today to find out more: (url removed) All applicants must have the right to work in the UK. We will consider all qualified applications for this position. Chilworth Partnership / Venture Recruitment Partners does not discriminate against disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other status protected under the Equality Act 2010. Venture Recruitment Partners (also trading as Chilworth Partnership Ltd) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy at (url removed) INDQSF
Financial Services Administrator Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector. As a Financial Services Administrator, you will be crucial in supporting Financial Advisors in delivering exceptional service to their clients with a view to progressing and further developing your career within the company through ongoing training and completing industry qualifications. The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged. Your primary responsibilities will include: Provide high quality administrative support to the Wealth Services teams. Update client records upon receipt of a comprehensive Investment Planning Questionnaire completed by the Adviser. Liaise with Advisers and other teams, where appropriate, to keep up to date of progress and any outstanding requirements. Study towards the Diploma in Regulated Financial Planning Experience / Qualifications: Strong written and verbal communication skills Customer focussed attitude. Time management and ability to work to deadlines. Organisational skills. Good attention to detail. Accurate and numerate. Drive and initiative to work on own and as part of a team. Working knowledge of computer-based applications such as Word and Excel. Aspirations to succeed and develop a rewarding career that can lead to significant personal progression. The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement If you are interested in this Financial Services job opportunity, please click to apply. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Apr 25, 2026
Full time
Financial Services Administrator Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector. As a Financial Services Administrator, you will be crucial in supporting Financial Advisors in delivering exceptional service to their clients with a view to progressing and further developing your career within the company through ongoing training and completing industry qualifications. The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged. Your primary responsibilities will include: Provide high quality administrative support to the Wealth Services teams. Update client records upon receipt of a comprehensive Investment Planning Questionnaire completed by the Adviser. Liaise with Advisers and other teams, where appropriate, to keep up to date of progress and any outstanding requirements. Study towards the Diploma in Regulated Financial Planning Experience / Qualifications: Strong written and verbal communication skills Customer focussed attitude. Time management and ability to work to deadlines. Organisational skills. Good attention to detail. Accurate and numerate. Drive and initiative to work on own and as part of a team. Working knowledge of computer-based applications such as Word and Excel. Aspirations to succeed and develop a rewarding career that can lead to significant personal progression. The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement If you are interested in this Financial Services job opportunity, please click to apply. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Career Choices Dewis Gyrfa Ltd
Redditch, Worcestershire
Looking for the next step in your career? Voted Best Pensions Administrator in the Country for the 4th year in a row, and Administration provider of the year 2025, Broadstone are growing and need experienced Principal Pensions Administrators to help support the journey Location: Redditch Who are we? Broadstone is a thriving consultancy offering a wide range of services in pensions, investments, and employee benefits. Established in 1989, the business has grown from a small team to a workforce of around 850, brought together by a desire to provide a personal, expert service to all who put their faith in us. We take pride in assisting small and medium sized pension schemes who lack the time or resources to address increasingly challenging issues themselves. Our values are at the heart of everything we do and drive us forward every day. We strive to attract, develop, and retain high quality talent to work together to provide the best possible client outcomes. The team feel empowered to share ideas to continuously improve our business. The impressive results of both client and staff surveys are a source of great pride. Broadstone promote an inclusive working environment and recruitment process, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please let us know if you require reasonable adjustments. We operate out of 13 regional hubs stretching from London to Glasgow. Principal Pensions Administrator The role: Due to continued growth, Broadstone have an exciting opportunity for an experienced Principal Pensions Administrator to join the De-risking and Endgame Solutions (DES) team. The DES Team carries out a range of functions, such as helping schemes ready themselves for buyout to supporting schemes with insolvent employers through the PPF assessment period. A fundamental goal for the team is to provide exceptional service whilst ensuring members of these schemes are paid correct benefits and achieve the best possible outcome, whether that is buyout with an insurance company or transfer to the PPF. Key responsibilities Completing calculations in relation to member benefit entitlements Responding to queries from various stakeholders Preparing and collating information as requested Checking other team members' work in line with procedures and deputising for Team Managers You Educated to A Level standard or equivalent Previous experience carrying out a similar role with a third party administrator or in house occupational pension scheme Experience working with DB Pension Schemes Proven ability to deliver an exceptional customer experience Excellent written and verbal communication skills Numeracy skills and strong attention to detail Solutions driven individuals with a focus on continuous improvement Studying towards or completed relevant professional qualifications is desirable Benefits Competitive salary and discretionary annual bonus 25 days holiday plus bank holidays (with option of buying more) Work Life balance. Hybrid work options, family friendly policies and a comprehensive wellness program Group Life Assurance Income Protection Fully supported study programme, including membership of the Pensions Management Institute (PMI), exam fees and exam leave Additional optional benefits (including holiday purchase, carbon offsetting and tech discounts) Social events Volunteering opportunities To submit your CV for our Principal Pensions Administrator opportunity, please press 'Apply' now. If you are interested in this opportunity and wish to have a confidential conversation about the scope and expectations, please contact ewan.woodbroadstone.co.uk. Broadstone reserves the right to close our vacancies early and will endeavour to respond to all applicants. However, if for any reason you have not heard back within 28 days of applying, please assume that you have been unsuccessful on this occasion. Proud member of the Disability Confident employer scheme Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
Apr 25, 2026
Full time
Looking for the next step in your career? Voted Best Pensions Administrator in the Country for the 4th year in a row, and Administration provider of the year 2025, Broadstone are growing and need experienced Principal Pensions Administrators to help support the journey Location: Redditch Who are we? Broadstone is a thriving consultancy offering a wide range of services in pensions, investments, and employee benefits. Established in 1989, the business has grown from a small team to a workforce of around 850, brought together by a desire to provide a personal, expert service to all who put their faith in us. We take pride in assisting small and medium sized pension schemes who lack the time or resources to address increasingly challenging issues themselves. Our values are at the heart of everything we do and drive us forward every day. We strive to attract, develop, and retain high quality talent to work together to provide the best possible client outcomes. The team feel empowered to share ideas to continuously improve our business. The impressive results of both client and staff surveys are a source of great pride. Broadstone promote an inclusive working environment and recruitment process, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please let us know if you require reasonable adjustments. We operate out of 13 regional hubs stretching from London to Glasgow. Principal Pensions Administrator The role: Due to continued growth, Broadstone have an exciting opportunity for an experienced Principal Pensions Administrator to join the De-risking and Endgame Solutions (DES) team. The DES Team carries out a range of functions, such as helping schemes ready themselves for buyout to supporting schemes with insolvent employers through the PPF assessment period. A fundamental goal for the team is to provide exceptional service whilst ensuring members of these schemes are paid correct benefits and achieve the best possible outcome, whether that is buyout with an insurance company or transfer to the PPF. Key responsibilities Completing calculations in relation to member benefit entitlements Responding to queries from various stakeholders Preparing and collating information as requested Checking other team members' work in line with procedures and deputising for Team Managers You Educated to A Level standard or equivalent Previous experience carrying out a similar role with a third party administrator or in house occupational pension scheme Experience working with DB Pension Schemes Proven ability to deliver an exceptional customer experience Excellent written and verbal communication skills Numeracy skills and strong attention to detail Solutions driven individuals with a focus on continuous improvement Studying towards or completed relevant professional qualifications is desirable Benefits Competitive salary and discretionary annual bonus 25 days holiday plus bank holidays (with option of buying more) Work Life balance. Hybrid work options, family friendly policies and a comprehensive wellness program Group Life Assurance Income Protection Fully supported study programme, including membership of the Pensions Management Institute (PMI), exam fees and exam leave Additional optional benefits (including holiday purchase, carbon offsetting and tech discounts) Social events Volunteering opportunities To submit your CV for our Principal Pensions Administrator opportunity, please press 'Apply' now. If you are interested in this opportunity and wish to have a confidential conversation about the scope and expectations, please contact ewan.woodbroadstone.co.uk. Broadstone reserves the right to close our vacancies early and will endeavour to respond to all applicants. However, if for any reason you have not heard back within 28 days of applying, please assume that you have been unsuccessful on this occasion. Proud member of the Disability Confident employer scheme Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients Booking annual review meetings Raising new business invoices Managing the pipeline efficiently and overseeing cases through to completion Handling new business queries from Advisers, clients, and providers The ideal candidate will have: Previous Financial Services experience Excellent planning and organisational skills, with strong attention to detail A professional and friendly telephone manner, with the ability to build rapport with clients Strong time management skills A collaborative approach and the ability to work effectively as part of a team Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
Apr 25, 2026
Full time
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients Booking annual review meetings Raising new business invoices Managing the pipeline efficiently and overseeing cases through to completion Handling new business queries from Advisers, clients, and providers The ideal candidate will have: Previous Financial Services experience Excellent planning and organisational skills, with strong attention to detail A professional and friendly telephone manner, with the ability to build rapport with clients Strong time management skills A collaborative approach and the ability to work effectively as part of a team Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
Senior Cyber Security Engineer (Contract) Hybrid 6-Month Contract Start: ASAP Day Rate: 500p/d inside The Opportunity We're looking for a Senior Cyber Security Engineer to join a forward-thinking public sector environment at a critical point in its cyber maturity journey. With a newly implemented outsourced Security Operations Centre (SOC) powered by Splunk and CrowdStrike , this role is key to maximising both investment and capability. You'll act as the senior technical lead-optimising tooling, strengthening detection and response, and upskilling the internal team. This is a hands-on, high-impact role suited to someone who can hit the ground running and elevate an evolving security function. Key Responsibilities Endpoint Security Leadership: Own deployment, configuration, and optimisation of CrowdStrike Falcon SIEM Optimisation: Partner with the SOC to enhance Splunk dashboards, alerts, and data models Incident Response: Act as escalation point for high-priority incidents, driving rapid containment Threat Hunting: Proactively identify hidden threats using advanced queries and telemetry Automation (SOAR): Build workflows to streamline response and reduce manual effort Capability Building: Upskill internal teams across CrowdStrike, Splunk, and security analysis Required Experience 5+ years in Cyber Security Engineering or SOC (Tier 3 level) Deep hands-on experience with CrowdStrike Falcon (Prevent, Insight, Discover) Strong Splunk expertise, including SPL and Enterprise Security (ES) Solid understanding of: Network protocols Cloud security (AWS/Azure) MITRE ATT&CK framework Additional desirable experience: Vulnerability Assessment tools Penetration Testing / Web Application Testing exposure Security policy and standards development Certifications (Desirable) Cyber Security: CompTIA Security+, Network+, CySA+, GSEC CISSP, GCIH, GCIA, CCSP CrowdStrike (ideally 2+): CCFA (Falcon Administrator) CCFR (Falcon Responder) CCSE (SIEM Engineer) Splunk: Splunk Certified Cybersecurity Defense Engineer (preferred) Why Apply? Shape and optimise a modern SOC capability Work with best-in-class tools (CrowdStrike & Splunk) High-impact role with visibility across the organisation Opportunity to leave a lasting legacy through capability uplift and knowledge transfer If you're a senior cyber specialist who thrives in hands-on, technically challenging environments and enjoys building capability as well as solving problems, this is worth a conversation Eden Brown Synergy is an equal opportunities employer. Eden Brown Limited is a limited company registered in England and Wales with registered number (phone number removed). Our registered address is 5th floor 4 Coleman Street, London, EC2R 5AR, part of nGAGE Specialist Recruitment Limited T/A nGAGE Talent. Please consider the environment before printing this e-mail. This message is intended solely for the addressee and may contain confidential information. If you have received this message in error, please send it back to us, and immediately and permanently delete it. Do not use, copy or disclose the information contained in this message or in any attachment. We take reasonable precautions to ensure no viruses are present in this email but cannot accept responsibility for any loss or damage sustained as a result of computer viruses and the recipient must ensure that the email (and attachments) are virus free.
Apr 25, 2026
Contractor
Senior Cyber Security Engineer (Contract) Hybrid 6-Month Contract Start: ASAP Day Rate: 500p/d inside The Opportunity We're looking for a Senior Cyber Security Engineer to join a forward-thinking public sector environment at a critical point in its cyber maturity journey. With a newly implemented outsourced Security Operations Centre (SOC) powered by Splunk and CrowdStrike , this role is key to maximising both investment and capability. You'll act as the senior technical lead-optimising tooling, strengthening detection and response, and upskilling the internal team. This is a hands-on, high-impact role suited to someone who can hit the ground running and elevate an evolving security function. Key Responsibilities Endpoint Security Leadership: Own deployment, configuration, and optimisation of CrowdStrike Falcon SIEM Optimisation: Partner with the SOC to enhance Splunk dashboards, alerts, and data models Incident Response: Act as escalation point for high-priority incidents, driving rapid containment Threat Hunting: Proactively identify hidden threats using advanced queries and telemetry Automation (SOAR): Build workflows to streamline response and reduce manual effort Capability Building: Upskill internal teams across CrowdStrike, Splunk, and security analysis Required Experience 5+ years in Cyber Security Engineering or SOC (Tier 3 level) Deep hands-on experience with CrowdStrike Falcon (Prevent, Insight, Discover) Strong Splunk expertise, including SPL and Enterprise Security (ES) Solid understanding of: Network protocols Cloud security (AWS/Azure) MITRE ATT&CK framework Additional desirable experience: Vulnerability Assessment tools Penetration Testing / Web Application Testing exposure Security policy and standards development Certifications (Desirable) Cyber Security: CompTIA Security+, Network+, CySA+, GSEC CISSP, GCIH, GCIA, CCSP CrowdStrike (ideally 2+): CCFA (Falcon Administrator) CCFR (Falcon Responder) CCSE (SIEM Engineer) Splunk: Splunk Certified Cybersecurity Defense Engineer (preferred) Why Apply? Shape and optimise a modern SOC capability Work with best-in-class tools (CrowdStrike & Splunk) High-impact role with visibility across the organisation Opportunity to leave a lasting legacy through capability uplift and knowledge transfer If you're a senior cyber specialist who thrives in hands-on, technically challenging environments and enjoys building capability as well as solving problems, this is worth a conversation Eden Brown Synergy is an equal opportunities employer. Eden Brown Limited is a limited company registered in England and Wales with registered number (phone number removed). Our registered address is 5th floor 4 Coleman Street, London, EC2R 5AR, part of nGAGE Specialist Recruitment Limited T/A nGAGE Talent. Please consider the environment before printing this e-mail. This message is intended solely for the addressee and may contain confidential information. If you have received this message in error, please send it back to us, and immediately and permanently delete it. Do not use, copy or disclose the information contained in this message or in any attachment. We take reasonable precautions to ensure no viruses are present in this email but cannot accept responsibility for any loss or damage sustained as a result of computer viruses and the recipient must ensure that the email (and attachments) are virus free.
SENIOR CHARTERED SURVEYOR SRVO • £Competitive, aligned to experience • Hybrid - London / South East ROLE OVERVIEW This role is for an MRICS qualified Chartered Surveyor ready to operate with senior authority within a growing consultancy. You will lead complex residential and commercial instructions, acting as a trusted adviser while managing technically demanding projects from inception to completion. You will combine professional judgement, commercial awareness and delivery ownership across multiple live projects. You will operate across building pathology, major works, compliance led reporting and strategic advisory work, contributing directly to client relationships and regional growth, with progression toward Associate level. ROLE EXPECTATIONS You will manage your workload independently, leading projects and deploying junior colleagues where appropriate. You will own client relationships, providing clear advice and commercially balanced recommendations. You will support and develop junior surveyors and APC candidates, strengthening technical standards and team capability. WHAT SUCCESS LOOKS LIKE You'll be successful in this role if: You lead multiple live projects while maintaining technical and commercial control Your advice is trusted and influences client decisions You manage risk effectively across contract administration and compliance instructions You strengthen client relationships and identify further opportunities You contribute positively to team development and mentoring HOW YOU'LL SPEND MOST OF YOUR TIME Most weeks, you'll be: Acting as Project Manager and Contract Administrator on refurbishment and major works projects typically ranging from £50k to £3m+ Preparing specifications, tender documentation and administering JCT contracts Providing advice on complex building defects and construction issues Preparing Planned Preventative Maintenance reports and lifecycle cost advice Undertaking reinstatement cost assessments and pre acquisition surveys Completing Building Height Surveys and Building Safety Act related reporting Preparing Schedules of Dilapidations and negotiating claims Acting as Principal Designer including PCI preparation and oversight of H&S documentation Monitoring development works on behalf of landlords, managing agents and funders Mentoring junior surveyors and APC candidates You will work in a hybrid way, balancing home working, site inspections and office collaboration. WHO THIS ROLE IS FOR This role suits someone who: Is MRICS qualified with 2+ years PQE Has strong technical knowledge across construction technology and building pathology Has experience administering projects under JCT contracts Is confident operating autonomously in a hybrid environment Is motivated by progression toward Associate level Holds a full clean UK driving licence and can travel as required EXPERIENCE THAT HELPS Experience across residential and mixed use portfolios Experience acting as Principal Designer under CDM Regulations Experience delivering Building Safety Act surveys and reporting Strong report writing and client communication skills Experience mentoring junior surveyors or APC candidates AutoCAD capability is advantageous WHAT WE OFFER Competitive salary aligned to experience Discretionary bonus Hybrid and flexible working 25 days holiday plus bank holidays Private medical insurance, life assurance and enhanced family leave Fully funded training and professional development Pension scheme and employee assistance programme Employee referral scheme Discounts across travel, retail, fitness and entertainment You'll also benefit from a senior environment where you are trusted to manage your workload professionally, supported by experienced Directors, and given the tools and backing to deliver high-quality work without unnecessary bureaucracy. ABOUT SRVO SRVO is a Chartered Surveying and Property Consultancy delivering building surveying, project and consultancy services across the UK. We work across both commercial and residential sectors and have built a strong reputation through long-standing client relationships, technically robust delivery and a practical approach to problem solving. Our mission is to transform the property landscape with safe and sustainable solutions. As part of the Odevo Group, SRVO combines the agility and expertise of a specialist consultancy with the stability, scale and long-term investment of a wider group. We set our people up to succeed through the right tools, technology and support, alongside clear development pathways and an environment where wellbeing is genuinely prioritised. HOW WE HIRE Initial conversation with our talent team Interview focused on technical experience, judgement and approach We aim to complete the process within two to three weeks and communicate clearly throughout. INTERESTED? Apply with your CV. All applicants must be eligible to live and work in the UK. Documentary evidence of eligibility will be required. A full, clean UK driving licence is essential for this role. Appointment is subject to a valid DBS check and CSCS card or willingness to obtain.
Apr 24, 2026
Full time
SENIOR CHARTERED SURVEYOR SRVO • £Competitive, aligned to experience • Hybrid - London / South East ROLE OVERVIEW This role is for an MRICS qualified Chartered Surveyor ready to operate with senior authority within a growing consultancy. You will lead complex residential and commercial instructions, acting as a trusted adviser while managing technically demanding projects from inception to completion. You will combine professional judgement, commercial awareness and delivery ownership across multiple live projects. You will operate across building pathology, major works, compliance led reporting and strategic advisory work, contributing directly to client relationships and regional growth, with progression toward Associate level. ROLE EXPECTATIONS You will manage your workload independently, leading projects and deploying junior colleagues where appropriate. You will own client relationships, providing clear advice and commercially balanced recommendations. You will support and develop junior surveyors and APC candidates, strengthening technical standards and team capability. WHAT SUCCESS LOOKS LIKE You'll be successful in this role if: You lead multiple live projects while maintaining technical and commercial control Your advice is trusted and influences client decisions You manage risk effectively across contract administration and compliance instructions You strengthen client relationships and identify further opportunities You contribute positively to team development and mentoring HOW YOU'LL SPEND MOST OF YOUR TIME Most weeks, you'll be: Acting as Project Manager and Contract Administrator on refurbishment and major works projects typically ranging from £50k to £3m+ Preparing specifications, tender documentation and administering JCT contracts Providing advice on complex building defects and construction issues Preparing Planned Preventative Maintenance reports and lifecycle cost advice Undertaking reinstatement cost assessments and pre acquisition surveys Completing Building Height Surveys and Building Safety Act related reporting Preparing Schedules of Dilapidations and negotiating claims Acting as Principal Designer including PCI preparation and oversight of H&S documentation Monitoring development works on behalf of landlords, managing agents and funders Mentoring junior surveyors and APC candidates You will work in a hybrid way, balancing home working, site inspections and office collaboration. WHO THIS ROLE IS FOR This role suits someone who: Is MRICS qualified with 2+ years PQE Has strong technical knowledge across construction technology and building pathology Has experience administering projects under JCT contracts Is confident operating autonomously in a hybrid environment Is motivated by progression toward Associate level Holds a full clean UK driving licence and can travel as required EXPERIENCE THAT HELPS Experience across residential and mixed use portfolios Experience acting as Principal Designer under CDM Regulations Experience delivering Building Safety Act surveys and reporting Strong report writing and client communication skills Experience mentoring junior surveyors or APC candidates AutoCAD capability is advantageous WHAT WE OFFER Competitive salary aligned to experience Discretionary bonus Hybrid and flexible working 25 days holiday plus bank holidays Private medical insurance, life assurance and enhanced family leave Fully funded training and professional development Pension scheme and employee assistance programme Employee referral scheme Discounts across travel, retail, fitness and entertainment You'll also benefit from a senior environment where you are trusted to manage your workload professionally, supported by experienced Directors, and given the tools and backing to deliver high-quality work without unnecessary bureaucracy. ABOUT SRVO SRVO is a Chartered Surveying and Property Consultancy delivering building surveying, project and consultancy services across the UK. We work across both commercial and residential sectors and have built a strong reputation through long-standing client relationships, technically robust delivery and a practical approach to problem solving. Our mission is to transform the property landscape with safe and sustainable solutions. As part of the Odevo Group, SRVO combines the agility and expertise of a specialist consultancy with the stability, scale and long-term investment of a wider group. We set our people up to succeed through the right tools, technology and support, alongside clear development pathways and an environment where wellbeing is genuinely prioritised. HOW WE HIRE Initial conversation with our talent team Interview focused on technical experience, judgement and approach We aim to complete the process within two to three weeks and communicate clearly throughout. INTERESTED? Apply with your CV. All applicants must be eligible to live and work in the UK. Documentary evidence of eligibility will be required. A full, clean UK driving licence is essential for this role. Appointment is subject to a valid DBS check and CSCS card or willingness to obtain.
LEGAL PERSONAL ASSISTANT - ENTRY LEVEL Manchester City Centre Hybrid Working Permanent up to 27,000 We're recruiting on behalf of a global law firm who are recruiting for an experienced Legal Administrator / Entry Level Personal Assistant.This is a fantastic opportunity to join a law firm known for its progressive culture, investment in development, and commitment to innovation, inclusion and client service excellence. The Role: As a Legal PA, you will provide confidential, proactive and professional support to a designated group of stakeholders, ensuring they are fully supported in a fast-paced and high-performing environment. Proactive diary, inbox and travel management Organising internal and external meetings (including agendas and preparation) Acting as a key liaison for internal/external clients and handling correspondence End-to-end workflow management, including delegation across support teams Matter opening and management, electronic filing and records maintenance Supporting billing/finance processes and ensuring compliance with procedures Assisting with pitches, presentations and business development activity Coordinating events and marketing initiatives Championing process improvements and embracing new technology About You: Experience in a similar Personal Assistant role, OR Office Administrative experience within professional services Strong stakeholder management skills and confidence working at Partner level Excellent organisation, communication and attention to detail A proactive, solutions-focused approach with strong ownership of tasks Ability to delegate and coordinate with wider support functions Strong IT skills including Outlook, Teams and Microsoft Office A flexible and collaborative mindset, comfortable supporting across a wider team Our client offers an excellent benefits package, hybrid working, and a supportive environment focused on development, progression and inclusion. You'll also have the opportunity to get involved in wider initiatives. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
Apr 24, 2026
Full time
LEGAL PERSONAL ASSISTANT - ENTRY LEVEL Manchester City Centre Hybrid Working Permanent up to 27,000 We're recruiting on behalf of a global law firm who are recruiting for an experienced Legal Administrator / Entry Level Personal Assistant.This is a fantastic opportunity to join a law firm known for its progressive culture, investment in development, and commitment to innovation, inclusion and client service excellence. The Role: As a Legal PA, you will provide confidential, proactive and professional support to a designated group of stakeholders, ensuring they are fully supported in a fast-paced and high-performing environment. Proactive diary, inbox and travel management Organising internal and external meetings (including agendas and preparation) Acting as a key liaison for internal/external clients and handling correspondence End-to-end workflow management, including delegation across support teams Matter opening and management, electronic filing and records maintenance Supporting billing/finance processes and ensuring compliance with procedures Assisting with pitches, presentations and business development activity Coordinating events and marketing initiatives Championing process improvements and embracing new technology About You: Experience in a similar Personal Assistant role, OR Office Administrative experience within professional services Strong stakeholder management skills and confidence working at Partner level Excellent organisation, communication and attention to detail A proactive, solutions-focused approach with strong ownership of tasks Ability to delegate and coordinate with wider support functions Strong IT skills including Outlook, Teams and Microsoft Office A flexible and collaborative mindset, comfortable supporting across a wider team Our client offers an excellent benefits package, hybrid working, and a supportive environment focused on development, progression and inclusion. You'll also have the opportunity to get involved in wider initiatives. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Salisbury We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Apr 24, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Salisbury We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Salary DOE + Bonus + Training + 33 Days Holiday + Excellent Benefits An excellent opportunity for an individual with a background in technical or data administration looking to join a rapidly expanding, world leading company who can extensive training. Established for over 40 years, this world leading company specialise in the design & manufacture of specialist products used in a wide variety of industries. They have developed an unrivalled reputation within their market and are the global leader within it. With recent investments and big plans for the future, they are now going through a period of rapid expansion. Due to this they are now looking for a Data Administrator to join their expert team. In this role you will provide key administrative support to the supply chain, ensuring data accuracy, supporting demand planning, and helping maintain optimal stock levels. You'll work closely with sales teams to gather forecasts, monitor stock to prevent shortages, and produce performance reports, while supporting wider team activities and contributing to sustainable practices. This role would therefore suit someone with a background in technical or data administration who is looking for a new challenge and the chance to further progress their career within supply chain administration. The Role: Maintain accurate data and support demand planning Gather forecasts and help manage stock levels Monitor stock and track key performance metrics Extensive training provided Salary DOE + Bonus + Training + 33 Days Holiday + Excellent Benefits The Person: Background in technical or data administration Strong Excel skills Strong written and verbal communication skills Commutable to Dartford Rise Technical Recruitment Ltd acts an employment agency for permanent roles and an employment business for temporary roles. The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set and will be decided by our client, the employer. Rise are not responsible or liable for any hiring decisions made by the end client. We are an equal opportunities company and welcome applications from all suitable candidates.
Apr 23, 2026
Full time
Salary DOE + Bonus + Training + 33 Days Holiday + Excellent Benefits An excellent opportunity for an individual with a background in technical or data administration looking to join a rapidly expanding, world leading company who can extensive training. Established for over 40 years, this world leading company specialise in the design & manufacture of specialist products used in a wide variety of industries. They have developed an unrivalled reputation within their market and are the global leader within it. With recent investments and big plans for the future, they are now going through a period of rapid expansion. Due to this they are now looking for a Data Administrator to join their expert team. In this role you will provide key administrative support to the supply chain, ensuring data accuracy, supporting demand planning, and helping maintain optimal stock levels. You'll work closely with sales teams to gather forecasts, monitor stock to prevent shortages, and produce performance reports, while supporting wider team activities and contributing to sustainable practices. This role would therefore suit someone with a background in technical or data administration who is looking for a new challenge and the chance to further progress their career within supply chain administration. The Role: Maintain accurate data and support demand planning Gather forecasts and help manage stock levels Monitor stock and track key performance metrics Extensive training provided Salary DOE + Bonus + Training + 33 Days Holiday + Excellent Benefits The Person: Background in technical or data administration Strong Excel skills Strong written and verbal communication skills Commutable to Dartford Rise Technical Recruitment Ltd acts an employment agency for permanent roles and an employment business for temporary roles. The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set and will be decided by our client, the employer. Rise are not responsible or liable for any hiring decisions made by the end client. We are an equal opportunities company and welcome applications from all suitable candidates.
Job Title: Property Services Planner/Scheduler Contract Type: Permanent Salary: £34,282.13 Per Annum Working Hours: 35 Hours per week Working Pattern: Monday - Friday, Hybrid Location: Camden, London The difference you will make as a Property Services Planner/Scheduler As a Planner you will form part of a local repairs team which ensures that works orders are scheduled through the In-house appointments system, repairs works are allocated to trade operatives and all works are carried out with minimal average turnaround time. About you Educated to GCSE (or equivalent) in English & Maths. Experience of working in a pressurised environment and dealing with challenging situations. Good time management, planning & organisational skills. Good on computerised systems. Why Riverside? At Riverside, we're a housing association with a difference - enhancing the everyday for all our customers. For 90 years, we've been revitalising neighbourhoods and supporting communities by providing the homes they need to live full, fulfilling and rewarding lives. We have a portfolio of over 75,000 affordable residential and retirement homes across the UK. Our work ranges from homelessness services to social care, employment support to retirement living, and we need the best people on board to help us. Competitive pay & generous pension 28 days holidays plus bank holidays Flexible working options available Investment in your learning, personal development and technology A wide range of benefits Diversity and Inclusion at Riverside We are inclusive. At Riverside, we value diversity in all its forms. We foster a workplace where all individuals are respected, empowered, and heard. Our commitment to inclusivity drives our success and enriches the lives of our customers and colleagues. Riverside is a Disability Confident Employer and operates a Guaranteed Interview Scheme for any applicant who declares they have a disability. If the applicant meets the minimum requirements for the role (as set out in the role profile and/or person specification) they will be guaranteed an interview. Role Profile Support the scheduling of operative and sub-contract resource to ensure effective resource management, delivery of a customer focused repairs service and that performance targets are met / achieved. Ensure IT systems are operated effectively, operatives are using and updating their PDAs appropriately and schedule of rate codes are inputted correctly. Ensure repairs are monitored and updated on an ongoing basis in relation to job status, including jobs raised booked within target time, cancelled works orders, repairs without appointments, overdue jobs and all follow on jobs are actioned by the end of each day. Ensure the customer experience is central to all activities by adopting a professional manner when communicating with service users, clients, and both internal/external stakeholders This includes but is not limited to appearance, company ID, maintaining a high standard of Health & Safety requirements. A key person communicating between the resident and maintenance worker regarding ongoing work/s where required and liaison with colleagues to ensure accurate & timely information provided. Work with all team members including, administrators, operatives, supervisors and subcontractors to ensure an efficient and productive service is delivered to service users and client and to support the attainment and maintenance of high levels of satisfaction with performance delivery in accordance with agreed standard operating procedures. Follow and support policies, procedures, initiatives and work instructions at all times and keep all supplied company assets in a good condition in line with the company policies and report to your Manager where damages occur. Provide back up to all other planners, covering any absences and attend informal and formal company & client meetings and training sessions as required. The primary reporting line is to the works scheduler team leader; however, the job role will include a close working relationship with other Riverside Property Services staff. This role requires a person with the ability to communicate at all levels with other parts of the Riverside Group, residents, and Riverside Property Services staff. Assist with the delivery of day-to-day service so as to maximise contract performance against KPI's, minimise default notices and penalties and to ensure high levels of customer service so as to achieve contract value. Assist in the control the costs of such items as man hours, equipment, vehicles, stock and tools, thus minimising wastage, and avoidable expenditure. Gain appropriate sign off for expenditure and Identify cost effective service delivery options to reduce cost. The jobholder will liaise with the Riverside Group and its agents, Riverside Property Services staff, operatives, sub-contractors. May occasionally oversee work of an apprentice and work as part of a team or alone. Working with some vulnerable service users / groups. Managing expectations of client and service users. Effective management of operative diaries and resource. Correct priority target assigned to work. Person specification Essential Educated to GCSE (or equivalent) in English & Maths. Experience of working in a pressurised environment and dealing with challenging situations. Good time management, planning & organisational skills. Good on computerised systems. Good written, verbal, questioning & interpersonal skills. Strong customer experience ethos. Able to work alone or as part of team, demonstrates company values e.g. customer first. Desirable Team working Communication skills Organisational skills Decision making and problem solving. Negotiating skills People Management
Apr 23, 2026
Full time
Job Title: Property Services Planner/Scheduler Contract Type: Permanent Salary: £34,282.13 Per Annum Working Hours: 35 Hours per week Working Pattern: Monday - Friday, Hybrid Location: Camden, London The difference you will make as a Property Services Planner/Scheduler As a Planner you will form part of a local repairs team which ensures that works orders are scheduled through the In-house appointments system, repairs works are allocated to trade operatives and all works are carried out with minimal average turnaround time. About you Educated to GCSE (or equivalent) in English & Maths. Experience of working in a pressurised environment and dealing with challenging situations. Good time management, planning & organisational skills. Good on computerised systems. Why Riverside? At Riverside, we're a housing association with a difference - enhancing the everyday for all our customers. For 90 years, we've been revitalising neighbourhoods and supporting communities by providing the homes they need to live full, fulfilling and rewarding lives. We have a portfolio of over 75,000 affordable residential and retirement homes across the UK. Our work ranges from homelessness services to social care, employment support to retirement living, and we need the best people on board to help us. Competitive pay & generous pension 28 days holidays plus bank holidays Flexible working options available Investment in your learning, personal development and technology A wide range of benefits Diversity and Inclusion at Riverside We are inclusive. At Riverside, we value diversity in all its forms. We foster a workplace where all individuals are respected, empowered, and heard. Our commitment to inclusivity drives our success and enriches the lives of our customers and colleagues. Riverside is a Disability Confident Employer and operates a Guaranteed Interview Scheme for any applicant who declares they have a disability. If the applicant meets the minimum requirements for the role (as set out in the role profile and/or person specification) they will be guaranteed an interview. Role Profile Support the scheduling of operative and sub-contract resource to ensure effective resource management, delivery of a customer focused repairs service and that performance targets are met / achieved. Ensure IT systems are operated effectively, operatives are using and updating their PDAs appropriately and schedule of rate codes are inputted correctly. Ensure repairs are monitored and updated on an ongoing basis in relation to job status, including jobs raised booked within target time, cancelled works orders, repairs without appointments, overdue jobs and all follow on jobs are actioned by the end of each day. Ensure the customer experience is central to all activities by adopting a professional manner when communicating with service users, clients, and both internal/external stakeholders This includes but is not limited to appearance, company ID, maintaining a high standard of Health & Safety requirements. A key person communicating between the resident and maintenance worker regarding ongoing work/s where required and liaison with colleagues to ensure accurate & timely information provided. Work with all team members including, administrators, operatives, supervisors and subcontractors to ensure an efficient and productive service is delivered to service users and client and to support the attainment and maintenance of high levels of satisfaction with performance delivery in accordance with agreed standard operating procedures. Follow and support policies, procedures, initiatives and work instructions at all times and keep all supplied company assets in a good condition in line with the company policies and report to your Manager where damages occur. Provide back up to all other planners, covering any absences and attend informal and formal company & client meetings and training sessions as required. The primary reporting line is to the works scheduler team leader; however, the job role will include a close working relationship with other Riverside Property Services staff. This role requires a person with the ability to communicate at all levels with other parts of the Riverside Group, residents, and Riverside Property Services staff. Assist with the delivery of day-to-day service so as to maximise contract performance against KPI's, minimise default notices and penalties and to ensure high levels of customer service so as to achieve contract value. Assist in the control the costs of such items as man hours, equipment, vehicles, stock and tools, thus minimising wastage, and avoidable expenditure. Gain appropriate sign off for expenditure and Identify cost effective service delivery options to reduce cost. The jobholder will liaise with the Riverside Group and its agents, Riverside Property Services staff, operatives, sub-contractors. May occasionally oversee work of an apprentice and work as part of a team or alone. Working with some vulnerable service users / groups. Managing expectations of client and service users. Effective management of operative diaries and resource. Correct priority target assigned to work. Person specification Essential Educated to GCSE (or equivalent) in English & Maths. Experience of working in a pressurised environment and dealing with challenging situations. Good time management, planning & organisational skills. Good on computerised systems. Good written, verbal, questioning & interpersonal skills. Strong customer experience ethos. Able to work alone or as part of team, demonstrates company values e.g. customer first. Desirable Team working Communication skills Organisational skills Decision making and problem solving. Negotiating skills People Management
St. James's Place Wealth Management
West Bridgford, Nottinghamshire
Trainee Financial Services Administrator Hours Full Time, 8.30am - 4.30pm Monday - Friday Location West Bridgford, Nottingham (NG2) Salary £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 23, 2026
Full time
Trainee Financial Services Administrator Hours Full Time, 8.30am - 4.30pm Monday - Friday Location West Bridgford, Nottingham (NG2) Salary £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Full-time role (33 days annual leave once permanent) Outstanding facilities & office conditions - staff fun days Free parking & immediate starts available We are actively seeking experienced customer service advisors for a leading logistics provider in the Coleshill area - additionally we are also seeking a medium-term data administrator for an associated company in the Tamworth area. Our customer service agent roles are always hugely popular; you would be representing a very well-known brand looking to make long-term investments into its people. The daily responsibilities would include:- - Receiving and handling a high volume of inbound customer calls ranging from order placement, stock availability, delivery updates, complaint handling and much more - Updating in-house CRM system - Working from and consolidating Microsoft Excel spreadsheets - Maintaining a high level of service at all times, in a bright & bubbly fashion (ideally 6 months experience in a service advisor role) Hours of work: 7.5 hour days ranging between (Apply online only) Monday to Friday Rate of pay: 12.74 per hour, rising to 12.87 plus additional benefits once 12 weeks have surpassed If you are interested in applying for our Customer Service Advisor role, and feel that you meet the above skills requirements, please click to apply today!
Apr 22, 2026
Seasonal
Full-time role (33 days annual leave once permanent) Outstanding facilities & office conditions - staff fun days Free parking & immediate starts available We are actively seeking experienced customer service advisors for a leading logistics provider in the Coleshill area - additionally we are also seeking a medium-term data administrator for an associated company in the Tamworth area. Our customer service agent roles are always hugely popular; you would be representing a very well-known brand looking to make long-term investments into its people. The daily responsibilities would include:- - Receiving and handling a high volume of inbound customer calls ranging from order placement, stock availability, delivery updates, complaint handling and much more - Updating in-house CRM system - Working from and consolidating Microsoft Excel spreadsheets - Maintaining a high level of service at all times, in a bright & bubbly fashion (ideally 6 months experience in a service advisor role) Hours of work: 7.5 hour days ranging between (Apply online only) Monday to Friday Rate of pay: 12.74 per hour, rising to 12.87 plus additional benefits once 12 weeks have surpassed If you are interested in applying for our Customer Service Advisor role, and feel that you meet the above skills requirements, please click to apply today!
BMC Recruitment Group Ltd
Bournmoor, County Durham
A highly respected and growing wealth management practice in Durham is seeking a detail-driven Financial Planning Administrator to join their professional support team. This is an excellent opportunity for someone who thrives in a structured, data-focused environment and enjoys working with investment and pension information. You ll play a key role in supporting the Advice & Guidance process by gathering, analysing and accurately inputting scheme data from a range of third-party providers. If you re someone who loves accuracy, organisation and problem-solving, this role will suit you perfectly. Whether you re currently in wealth management admin, pension administration, investment operations, or a similar environment, this could be a great next step. There are opportunities to progress and develop within the company long-term. The Role You will be responsible for ensuring the smooth transition of client cases by: Requesting detailed information from investment and pension providers Extracting and transposing key data using both manual and automated tools Inputting and validating scheme information within internal systems Producing comparison reports and suitability documentation for adviser review Monitoring data accuracy and providing feedback for system improvements Maintaining strong communication with providers and internal teams Ensuring all records remain compliant, accurate and up to date About You We re looking for someone who brings: Experience in financial services, pensions, investments, or a similar data-heavy admin role Strong analytical skills and the ability to interpret complex financial information Excellent attention to detail and accuracy in data handling Confident communication skills when liaising with providers and colleagues Strong organisational skills and the ability to manage competing deadlines Good working knowledge of Microsoft Office and confidence using multiple systems A proactive approach to learning, development and continuous improvement
Apr 22, 2026
Full time
A highly respected and growing wealth management practice in Durham is seeking a detail-driven Financial Planning Administrator to join their professional support team. This is an excellent opportunity for someone who thrives in a structured, data-focused environment and enjoys working with investment and pension information. You ll play a key role in supporting the Advice & Guidance process by gathering, analysing and accurately inputting scheme data from a range of third-party providers. If you re someone who loves accuracy, organisation and problem-solving, this role will suit you perfectly. Whether you re currently in wealth management admin, pension administration, investment operations, or a similar environment, this could be a great next step. There are opportunities to progress and develop within the company long-term. The Role You will be responsible for ensuring the smooth transition of client cases by: Requesting detailed information from investment and pension providers Extracting and transposing key data using both manual and automated tools Inputting and validating scheme information within internal systems Producing comparison reports and suitability documentation for adviser review Monitoring data accuracy and providing feedback for system improvements Maintaining strong communication with providers and internal teams Ensuring all records remain compliant, accurate and up to date About You We re looking for someone who brings: Experience in financial services, pensions, investments, or a similar data-heavy admin role Strong analytical skills and the ability to interpret complex financial information Excellent attention to detail and accuracy in data handling Confident communication skills when liaising with providers and colleagues Strong organisational skills and the ability to manage competing deadlines Good working knowledge of Microsoft Office and confidence using multiple systems A proactive approach to learning, development and continuous improvement
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons As a firm our focus on delivering quality audit work for the benefit of the public interest is our key priority. Our Audit teams are essential, not just to BDO, but to the whole economy. With specialist knowledge of sectors such as Pension Audit, markets and geographies; our auditors have the business understanding necessary to deliver the high quality and robust audits that companies and their stakeholders can trust. As part of our Pension Audit team, you'll receive the support you need to reach your potential. From developing new skills, working on audit tenders, undertaking business development activities and exploring different learning opportunities, you'll join a friendly and diverse team whose work really matters. Use your skills to build a career in Audit at BDO. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by pension members and Trustees alike. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You'll also: Act as a major point of contact within the firm. This includes responding quickly to, as well as anticipating requests/needs and keeping stakeholders informed of progress in relation to all aspects of the audit. Be responsible for the financial management of a portfolio from billing, WIP management and cash collection. Complete assignments within agreed budgets and timescales and identify opportunities for additional billings. Ensure assignments are staffed with the appropriate mix of knowledge and skills required. Ensure that the firm's risk management and quality control procedures are adhered to at all times. Identify and recognise business and sales opportunities. Support Partners and Senior Managers in the development of new business relationships and business proposals through high level sales and marketing activity. Support Partners with the implementation and communication of any new business. Recruit, retain, develop and motivate our employees, which includes participating in graduate recruitment, ensuring job appraisal documentation is completed within deadlines and ensuring appropriate objectives and development plans are in place for counselees. Work as part of the pension audit management team within the wider Audit stream (e.g. resource planning, merit rate meetings and efficiency gains) Act as an ambassador of the firm, participate in office marketing events, keeps abreast of the wide range of service the firm offers. Act as a role model for trainees and executives. ACA/ICAS qualified or overseas equivalent. Have previous experience of managing people of all grades and experience, including managing audits and teams remotely. Good working knowledge of UK GAAP, FRS 102 and Pension SORP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering. Experience of systems/controls testing as well as substantive auditing, including contributions, benefits and investments Experience of working with and managing audits with Scheme administrators and Scheme Accountants. Experience of preparing audit planning and completion reports to Trustees as well as presenting audit findings confidently Building, developing and maintaining a pension industry network of key contacts. Project Management experience, confidently communicating with clients and internal BDO staff and monitoring audit timetables to ensure deadlines are met. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Apr 22, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons As a firm our focus on delivering quality audit work for the benefit of the public interest is our key priority. Our Audit teams are essential, not just to BDO, but to the whole economy. With specialist knowledge of sectors such as Pension Audit, markets and geographies; our auditors have the business understanding necessary to deliver the high quality and robust audits that companies and their stakeholders can trust. As part of our Pension Audit team, you'll receive the support you need to reach your potential. From developing new skills, working on audit tenders, undertaking business development activities and exploring different learning opportunities, you'll join a friendly and diverse team whose work really matters. Use your skills to build a career in Audit at BDO. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by pension members and Trustees alike. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. You'll also: Act as a major point of contact within the firm. This includes responding quickly to, as well as anticipating requests/needs and keeping stakeholders informed of progress in relation to all aspects of the audit. Be responsible for the financial management of a portfolio from billing, WIP management and cash collection. Complete assignments within agreed budgets and timescales and identify opportunities for additional billings. Ensure assignments are staffed with the appropriate mix of knowledge and skills required. Ensure that the firm's risk management and quality control procedures are adhered to at all times. Identify and recognise business and sales opportunities. Support Partners and Senior Managers in the development of new business relationships and business proposals through high level sales and marketing activity. Support Partners with the implementation and communication of any new business. Recruit, retain, develop and motivate our employees, which includes participating in graduate recruitment, ensuring job appraisal documentation is completed within deadlines and ensuring appropriate objectives and development plans are in place for counselees. Work as part of the pension audit management team within the wider Audit stream (e.g. resource planning, merit rate meetings and efficiency gains) Act as an ambassador of the firm, participate in office marketing events, keeps abreast of the wide range of service the firm offers. Act as a role model for trainees and executives. ACA/ICAS qualified or overseas equivalent. Have previous experience of managing people of all grades and experience, including managing audits and teams remotely. Good working knowledge of UK GAAP, FRS 102 and Pension SORP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering. Experience of systems/controls testing as well as substantive auditing, including contributions, benefits and investments Experience of working with and managing audits with Scheme administrators and Scheme Accountants. Experience of preparing audit planning and completion reports to Trustees as well as presenting audit findings confidently Building, developing and maintaining a pension industry network of key contacts. Project Management experience, confidently communicating with clients and internal BDO staff and monitoring audit timetables to ensure deadlines are met. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
