Senior Financial Planning Administrator Location - Wimborne Minster, Dorset (BH21) Salary Up to £35,000, depending on experience Hours - Full-time / In office An exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family run practice who an Appointed Representative of St click apply for full job details
Apr 28, 2026
Full time
Senior Financial Planning Administrator Location - Wimborne Minster, Dorset (BH21) Salary Up to £35,000, depending on experience Hours - Full-time / In office An exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family run practice who an Appointed Representative of St click apply for full job details
Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.
Apr 27, 2026
Full time
Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.
Role: Administrator Location: Newcastle-under-Lyme Contract Type: Temporary- 3 months Hourly Rate: From 14.49ph Working Pattern: Full Time. Monday-Friday 8:45AM-5:00PM. Hybrid working. Adecco are on the lookout for an experienced and organised Administrator to join our clients team within the education sector. If you thrive in a dynamic environment and have a knack for keeping things running smoothly, this role is perfect for you! Your Role: As an Administrator, you'll play a pivotal role in ensuring the seamless operation of the office. Helping to support both staff and students. If you enjoy multitasking and have a cheerful disposition, we want to hear from you! Key Responsibilities: Respond to and resolve sensitive or complex issues and enquiries from staff, students and external stakeholders, escalating issues to senior colleagues when needed. Collate, record, store and archive data and information to required standards to ensure the accuracy and safety of information. Using the relevant processes and specialist systems for the area, prepare reports and other materials using a variety of standard and non-standard formats and software. Contribute ideas and recommendations relating to department processes and information systems in order to continually improve services. Collect, analyse and interpret data, and draw conclusions from information. Review and investigate issues and identify trends and solutions, referring the most difficult concerns to senior colleagues. Participate in the planning and organisation of internal and external activities/events. Prioritise own work activities for the weeks ahead, to ensure operational efficiency. Monitor budgets, report variances and highlight areas of potential overspend or concern. Follow established ordering procedures to ensure adequate resources are available to meet work requirements. Maintain financial and/or stock records and review data to contribute to resource planning. Maintain a network of contacts, drawing on support and advice from others to resolve problems when necessary. Oversee a comprehensive administrative service for departmental committees/team meetings. Work closely with Professional Services across site to ensure effective working practices exist. Participate in project and working groups as appropriate. What We're Looking For: Previous experience in an administrative role is essential. Strong organisational skills and attention to detail. Excellent interpersonal skills, with the ability to build positive relationships with various stakeholders A proactive attitude and the ability to work independently as well as part of a team. Excellent IT skills, including proficiency in the use of Microsoft Office 365, including Word, and Excel Understanding and awareness of confidentiality and its importance Why Adecco: Annual leave entitlement Perks at work - discount vouchers and points to spend Support program with 24/7 helpline Eye care vouchers Competitive pension scheme Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Apr 27, 2026
Seasonal
Role: Administrator Location: Newcastle-under-Lyme Contract Type: Temporary- 3 months Hourly Rate: From 14.49ph Working Pattern: Full Time. Monday-Friday 8:45AM-5:00PM. Hybrid working. Adecco are on the lookout for an experienced and organised Administrator to join our clients team within the education sector. If you thrive in a dynamic environment and have a knack for keeping things running smoothly, this role is perfect for you! Your Role: As an Administrator, you'll play a pivotal role in ensuring the seamless operation of the office. Helping to support both staff and students. If you enjoy multitasking and have a cheerful disposition, we want to hear from you! Key Responsibilities: Respond to and resolve sensitive or complex issues and enquiries from staff, students and external stakeholders, escalating issues to senior colleagues when needed. Collate, record, store and archive data and information to required standards to ensure the accuracy and safety of information. Using the relevant processes and specialist systems for the area, prepare reports and other materials using a variety of standard and non-standard formats and software. Contribute ideas and recommendations relating to department processes and information systems in order to continually improve services. Collect, analyse and interpret data, and draw conclusions from information. Review and investigate issues and identify trends and solutions, referring the most difficult concerns to senior colleagues. Participate in the planning and organisation of internal and external activities/events. Prioritise own work activities for the weeks ahead, to ensure operational efficiency. Monitor budgets, report variances and highlight areas of potential overspend or concern. Follow established ordering procedures to ensure adequate resources are available to meet work requirements. Maintain financial and/or stock records and review data to contribute to resource planning. Maintain a network of contacts, drawing on support and advice from others to resolve problems when necessary. Oversee a comprehensive administrative service for departmental committees/team meetings. Work closely with Professional Services across site to ensure effective working practices exist. Participate in project and working groups as appropriate. What We're Looking For: Previous experience in an administrative role is essential. Strong organisational skills and attention to detail. Excellent interpersonal skills, with the ability to build positive relationships with various stakeholders A proactive attitude and the ability to work independently as well as part of a team. Excellent IT skills, including proficiency in the use of Microsoft Office 365, including Word, and Excel Understanding and awareness of confidentiality and its importance Why Adecco: Annual leave entitlement Perks at work - discount vouchers and points to spend Support program with 24/7 helpline Eye care vouchers Competitive pension scheme Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
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)
Salesforce Technical Lead / Salesforce Lead Developer Location: London (On-site - minimum 40% of time, non-negotiable) Engagement Type: Full-time 1. Job Summary We are seeking a hands-on Salesforce Technical Lead / Lead Developer to provide day-to-day technical leadership within a scrum team delivering enhancements to a Salesforce org used by both internal and external users. This role combines senior-level development capability with technical governance, code quality ownership, and delivery leadership. The successful candidate will lead by example: designing, building, reviewing, and deploying Salesforce solutions while ensuring alignment with FCA development standards and Salesforce best practices. This is not a pure management role - the Technical Lead is expected to be actively coding, reviewing work, shaping technical decisions, and driving continuous improvement across the team. 2. Key Responsibilities (Day-to-Day) Technical Leadership & Delivery Act as the technical lead within a scrum team delivering Salesforce configuration and custom development. Lead solution design for stories and epics, ensuring designs are scalable, secure, and compliant with FCA standards. Be hands-on in development across Apex, Lightning Web Components, configuration, and integrations where required. Conduct Proofs of Concept (POCs) to validate technical approaches and de-risk delivery. Code Quality & Standards Own code quality across the team, ensuring adherence to Salesforce best practices and FCA development standards. Review Apex, LWC, and configuration changes through structured peer reviews. Ensure test execution, code coverage validation, and meaningful Apex test classes aligned to real business scenarios. Ensure all work meets Definition of Done (DoD), including design artefacts and documented peer review. DevOps, Release & Governance Support deployments using agreed DevOps tooling (primarily Copado). Identify release readiness activities, contribute to implementation plans, and support deployment rehearsals. Participate in governance forums such as Release Readiness and Handover as required. Ensure data model changes are approved, documented, and traceable. Agile & Team Responsibilities Actively participate in scrum ceremonies (stand-ups, refinement, sprint planning, reviews, retrospectives). Challenge estimates constructively and provide informed input during planning. Ensure items meet Definition of Ready (DoR) before entering sprint, raising issues early where needed. Maintain visibility of technical risks, impediments, and improvement actions from retrospectives. 3. Essential Skills & Experience Strong Salesforce technical leadership capability in enterprise environments. Extensive hands-on experience with: Apex Lightning Web Components (LWC) / Aura Salesforce configuration and data model design Strong understanding of: Salesforce architecture Service Cloud Experience Cloud Salesforce Classic (where applicable) Agentforce Public Services (and Omnistudio) Good knowledge of DevOps processes and CI/CD in Salesforce environments. Strong documentation skills, able to communicate designs to both technical and non-technical audiences. Ability to collaborate effectively with Product Owners, testers, architects, and governance stakeholders. Secure-by-design mindset, with consideration of data protection and regulatory controls. 4. Nice-to-Have Experience working in regulated environments (financial services or government). Additional Salesforce certifications beyond core requirements. Experience supporting data model remediation or complex refactoring initiatives. 5. Qualifications Salesforce Certifications (Essential): Salesforce Administrator Platform App Builder Platform Developer I Platform Developer II Trailhead (to be maintained during assignment): Advanced Apex Specialist Superbadge Lightning Web Components Specialist Superbadge Security Specialist Superbadge Service Cloud Specialist Superbadge Data Integration Specialist Superbadge Relevant custom Security / Data Trailmixes
Apr 25, 2026
Contractor
Salesforce Technical Lead / Salesforce Lead Developer Location: London (On-site - minimum 40% of time, non-negotiable) Engagement Type: Full-time 1. Job Summary We are seeking a hands-on Salesforce Technical Lead / Lead Developer to provide day-to-day technical leadership within a scrum team delivering enhancements to a Salesforce org used by both internal and external users. This role combines senior-level development capability with technical governance, code quality ownership, and delivery leadership. The successful candidate will lead by example: designing, building, reviewing, and deploying Salesforce solutions while ensuring alignment with FCA development standards and Salesforce best practices. This is not a pure management role - the Technical Lead is expected to be actively coding, reviewing work, shaping technical decisions, and driving continuous improvement across the team. 2. Key Responsibilities (Day-to-Day) Technical Leadership & Delivery Act as the technical lead within a scrum team delivering Salesforce configuration and custom development. Lead solution design for stories and epics, ensuring designs are scalable, secure, and compliant with FCA standards. Be hands-on in development across Apex, Lightning Web Components, configuration, and integrations where required. Conduct Proofs of Concept (POCs) to validate technical approaches and de-risk delivery. Code Quality & Standards Own code quality across the team, ensuring adherence to Salesforce best practices and FCA development standards. Review Apex, LWC, and configuration changes through structured peer reviews. Ensure test execution, code coverage validation, and meaningful Apex test classes aligned to real business scenarios. Ensure all work meets Definition of Done (DoD), including design artefacts and documented peer review. DevOps, Release & Governance Support deployments using agreed DevOps tooling (primarily Copado). Identify release readiness activities, contribute to implementation plans, and support deployment rehearsals. Participate in governance forums such as Release Readiness and Handover as required. Ensure data model changes are approved, documented, and traceable. Agile & Team Responsibilities Actively participate in scrum ceremonies (stand-ups, refinement, sprint planning, reviews, retrospectives). Challenge estimates constructively and provide informed input during planning. Ensure items meet Definition of Ready (DoR) before entering sprint, raising issues early where needed. Maintain visibility of technical risks, impediments, and improvement actions from retrospectives. 3. Essential Skills & Experience Strong Salesforce technical leadership capability in enterprise environments. Extensive hands-on experience with: Apex Lightning Web Components (LWC) / Aura Salesforce configuration and data model design Strong understanding of: Salesforce architecture Service Cloud Experience Cloud Salesforce Classic (where applicable) Agentforce Public Services (and Omnistudio) Good knowledge of DevOps processes and CI/CD in Salesforce environments. Strong documentation skills, able to communicate designs to both technical and non-technical audiences. Ability to collaborate effectively with Product Owners, testers, architects, and governance stakeholders. Secure-by-design mindset, with consideration of data protection and regulatory controls. 4. Nice-to-Have Experience working in regulated environments (financial services or government). Additional Salesforce certifications beyond core requirements. Experience supporting data model remediation or complex refactoring initiatives. 5. Qualifications Salesforce Certifications (Essential): Salesforce Administrator Platform App Builder Platform Developer I Platform Developer II Trailhead (to be maintained during assignment): Advanced Apex Specialist Superbadge Lightning Web Components Specialist Superbadge Security Specialist Superbadge Service Cloud Specialist Superbadge Data Integration Specialist Superbadge Relevant custom Security / Data Trailmixes
Head of Freehold Property Management / Senior Property Manager Location: Brighton About the Role Our Client is seeking an experienced and highly motivated Head of Freehold Property Management / Senior Property Manager to lead the strategic and operational management of their residential freehold portfolio. This is a senior leadership role responsible for overseeing asset performance, statutory compliance, financial management, and the delivery of exceptional customer service across a portfolio of residential buildings. The role also involves leading and developing a team of property professionals while ensuring best-in-class property management practices. Key Responsibilities Lead and manage the strategy, operations, and performance of the freehold property portfolio. Deliver a high-quality property management service to clients, leaseholders, and stakeholders. Manage and develop a team of Property Managers and Administrators, driving a high-performance culture aligned with company KPIs and service standards. Oversee service charge budgets, financial planning, contractor management, and cost control. Ensure full compliance with statutory regulations, health & safety requirements, and industry best practices. Act as the senior point of contact for clients, residents, contractors, surveyors, and regulatory bodies. Lead on major works projects and Section 20 consultations across the portfolio. Conduct regular site inspections, manage service contracts, and ensure preventative maintenance programmes are in place. Provide clear reporting and strategic insight to senior leadership and the parent company. About You TPI / IRPM qualified (or equivalent) property professional. Proven experience managing residential block portfolios and freehold assets. Strong leadership experience with the ability to inspire, coach, and develop teams. Strategic thinker with a hands-on, solutions-focused approach. Excellent stakeholder management and communication skills. Strong knowledge of service charge budgeting, major works, and property legislation. High levels of professionalism, integrity, and customer focus. What They Offer Opportunity to lead a premium residential portfolio. A collaborative and supportive working environment. Career development and professional growth opportunities. Competitive salary and benefits package. Apply Now If you are an experienced property professional looking to take the next step in your career and lead a high-performing property management team, we would love to hear from you.
Apr 24, 2026
Full time
Head of Freehold Property Management / Senior Property Manager Location: Brighton About the Role Our Client is seeking an experienced and highly motivated Head of Freehold Property Management / Senior Property Manager to lead the strategic and operational management of their residential freehold portfolio. This is a senior leadership role responsible for overseeing asset performance, statutory compliance, financial management, and the delivery of exceptional customer service across a portfolio of residential buildings. The role also involves leading and developing a team of property professionals while ensuring best-in-class property management practices. Key Responsibilities Lead and manage the strategy, operations, and performance of the freehold property portfolio. Deliver a high-quality property management service to clients, leaseholders, and stakeholders. Manage and develop a team of Property Managers and Administrators, driving a high-performance culture aligned with company KPIs and service standards. Oversee service charge budgets, financial planning, contractor management, and cost control. Ensure full compliance with statutory regulations, health & safety requirements, and industry best practices. Act as the senior point of contact for clients, residents, contractors, surveyors, and regulatory bodies. Lead on major works projects and Section 20 consultations across the portfolio. Conduct regular site inspections, manage service contracts, and ensure preventative maintenance programmes are in place. Provide clear reporting and strategic insight to senior leadership and the parent company. About You TPI / IRPM qualified (or equivalent) property professional. Proven experience managing residential block portfolios and freehold assets. Strong leadership experience with the ability to inspire, coach, and develop teams. Strategic thinker with a hands-on, solutions-focused approach. Excellent stakeholder management and communication skills. Strong knowledge of service charge budgeting, major works, and property legislation. High levels of professionalism, integrity, and customer focus. What They Offer Opportunity to lead a premium residential portfolio. A collaborative and supportive working environment. Career development and professional growth opportunities. Competitive salary and benefits package. Apply Now If you are an experienced property professional looking to take the next step in your career and lead a high-performing property management team, we would love to hear from you.
Estate Agent Senior Sales Negotiator Basic salary £18,000 plus £150 per month (£1,800) car allowance. Salary guarantee for first four months of £2,000 net. Current average fees of £3,500 with on target earnings of £40,000 to £45,000. Personal commission of 2.5% on individual valuations booked (valuation commission is based on the person that booked the valuation) plus 2.5% on individual sales (sales commission is based on the person that booked the first viewing) and 1.25% on split sales plus 5% on Listings (if needed to cover any at any stage) Estate Agent Senior Sales Negotiator Can you demonstrate a good sales ability with a proven track record within the Estate Agency industry? We represent an established, forward-thinking and market leading independent Estate Agents who now seek a tenacious Senior Sales Negotiator with strong selling and closing skills. Are you looking for a varied and rewarding role, where your commercial savvy and outstanding people skills will help an established independent Estate Agents continue to thrive and, in turn, take your career to the next level? Estate Agent Senior Sales Negotiator Registering buyers and matching them to properties available. Arranging and conducting viewing appointments. Arranging valuations. Negotiating offers. Securing referrals for recommended Mortgage Brokers and Conveyancers. Estate Agent Senior Sales Negotiator 2 years plus experience in the Estate Agency industry. Estate Agent Senior Sales Negotiator Basic salary £18,000 plus £150 per month (£1,800) car allowance. Salary guarantee for first four months of £2,000 net. On target earnings of £40,000 to £45,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Apr 24, 2026
Full time
Estate Agent Senior Sales Negotiator Basic salary £18,000 plus £150 per month (£1,800) car allowance. Salary guarantee for first four months of £2,000 net. Current average fees of £3,500 with on target earnings of £40,000 to £45,000. Personal commission of 2.5% on individual valuations booked (valuation commission is based on the person that booked the valuation) plus 2.5% on individual sales (sales commission is based on the person that booked the first viewing) and 1.25% on split sales plus 5% on Listings (if needed to cover any at any stage) Estate Agent Senior Sales Negotiator Can you demonstrate a good sales ability with a proven track record within the Estate Agency industry? We represent an established, forward-thinking and market leading independent Estate Agents who now seek a tenacious Senior Sales Negotiator with strong selling and closing skills. Are you looking for a varied and rewarding role, where your commercial savvy and outstanding people skills will help an established independent Estate Agents continue to thrive and, in turn, take your career to the next level? Estate Agent Senior Sales Negotiator Registering buyers and matching them to properties available. Arranging and conducting viewing appointments. Arranging valuations. Negotiating offers. Securing referrals for recommended Mortgage Brokers and Conveyancers. Estate Agent Senior Sales Negotiator 2 years plus experience in the Estate Agency industry. Estate Agent Senior Sales Negotiator Basic salary £18,000 plus £150 per month (£1,800) car allowance. Salary guarantee for first four months of £2,000 net. On target earnings of £40,000 to £45,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Lettings Manager Basic salary £28,000 plus £250 per month car allowance (£3,000) plus 45p per mile on business mileage with on target earnings of £40,000 to £45,000. You will be responsible for business generation (leads provided), listing and managing 2 team members (one office based and one remote). Monday to Saturday with a day off during the week. No Bank Holidays or Sundays. Monday to Friday 9.00am to 5.30pm, Saturdays are 9.00am to 4.00pm with 1 in 4 Saturdays off. 20 days plus 8 Bank Holidays annual leave plus birthdays off and a skeleton staff over the Christmas period so you do get some extra days as well. Lettings Manager The role will be ideal for an existing Senior Lettings Negotiator or Assistant Lettings Manager looking to make the next step in their career or someone currently working in a Lettings Managers role already, but within an environment which is failing to recognise their full potential, provide the necessary training and support required or limited opportunity to improve earning potential. Lettings Manager We are seeking a dynamic, driven and hungry Lettings Manager to lead business growth through acquisition of new managed properties. You will be focused on obtaining new lettings and managed properties and reignite relationships with landlords. You will need to be able to work at speed as it is a very fast paced environment. Someone who likes pressure. If you consider yourself to be a team player then we have a refreshing position available for a multi skilled Letting Agent with strong selling and closing skills. Lettings Manager All staff are expected to be all-rounders so basically everyone in the office can do everyone else's job. Lettings Manager Basic salary £28,000 plus £250 per month car allowance (£3,000) plus 45p per mile on business mileage with on target earnings of £40,000 to £45,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Apr 24, 2026
Full time
Lettings Manager Basic salary £28,000 plus £250 per month car allowance (£3,000) plus 45p per mile on business mileage with on target earnings of £40,000 to £45,000. You will be responsible for business generation (leads provided), listing and managing 2 team members (one office based and one remote). Monday to Saturday with a day off during the week. No Bank Holidays or Sundays. Monday to Friday 9.00am to 5.30pm, Saturdays are 9.00am to 4.00pm with 1 in 4 Saturdays off. 20 days plus 8 Bank Holidays annual leave plus birthdays off and a skeleton staff over the Christmas period so you do get some extra days as well. Lettings Manager The role will be ideal for an existing Senior Lettings Negotiator or Assistant Lettings Manager looking to make the next step in their career or someone currently working in a Lettings Managers role already, but within an environment which is failing to recognise their full potential, provide the necessary training and support required or limited opportunity to improve earning potential. Lettings Manager We are seeking a dynamic, driven and hungry Lettings Manager to lead business growth through acquisition of new managed properties. You will be focused on obtaining new lettings and managed properties and reignite relationships with landlords. You will need to be able to work at speed as it is a very fast paced environment. Someone who likes pressure. If you consider yourself to be a team player then we have a refreshing position available for a multi skilled Letting Agent with strong selling and closing skills. Lettings Manager All staff are expected to be all-rounders so basically everyone in the office can do everyone else's job. Lettings Manager Basic salary £28,000 plus £250 per month car allowance (£3,000) plus 45p per mile on business mileage with on target earnings of £40,000 to £45,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Estate Agent Lister A potentially negotiable basic salary of £30,000 PLUS £300 per month car allowance (£3,600) PLUS £115 per month fuel allowance (£1,380) so £4,980 in total with on target earnings of £50,000. Also on offer is a £40,000 salary guarantee for the first 4 months. This position has become available due to promotions within branch and initially the role will be a Senior Negotiator and Lister with a view to promotion to Assistant Manager. Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Lister This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through valuations and subsequent listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Lister Experienced in valuing and taking properties onto the market. Experienced in sales progression. Motivated individual. Clean driving license and use of own car for appointments. IT literate. Ability to understand legislation and keep compliant. Estate Agent Lister Previous Estate Agency experience is essential. Estate Agent Lister Basic salary £30,000 and potentially negotiable PLUS £300 per month car allowance (£3,600) PLUS £115 per month fuel allowance (£1,380) so £4,980 in total with on target earnings of £50,000. Also on offer is a £40,000 salary guarantee for the first 4 months. Monday to Friday 9.00am to 6:00pm and 9.00am to 4:00pm on Saturdays (5 day working week). Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Apr 23, 2026
Full time
Estate Agent Lister A potentially negotiable basic salary of £30,000 PLUS £300 per month car allowance (£3,600) PLUS £115 per month fuel allowance (£1,380) so £4,980 in total with on target earnings of £50,000. Also on offer is a £40,000 salary guarantee for the first 4 months. This position has become available due to promotions within branch and initially the role will be a Senior Negotiator and Lister with a view to promotion to Assistant Manager. Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Lister This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through valuations and subsequent listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Lister Experienced in valuing and taking properties onto the market. Experienced in sales progression. Motivated individual. Clean driving license and use of own car for appointments. IT literate. Ability to understand legislation and keep compliant. Estate Agent Lister Previous Estate Agency experience is essential. Estate Agent Lister Basic salary £30,000 and potentially negotiable PLUS £300 per month car allowance (£3,600) PLUS £115 per month fuel allowance (£1,380) so £4,980 in total with on target earnings of £50,000. Also on offer is a £40,000 salary guarantee for the first 4 months. Monday to Friday 9.00am to 6:00pm and 9.00am to 4:00pm on Saturdays (5 day working week). Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
Apr 23, 2026
Full time
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the 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.
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.
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.
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.
Practice Manager Location - Cramlington, Northumberland (NE23) Hours - Full time Salary - £35,000 - £43,000 depending on experience An outstanding new opportunity has arisen for a Practice Manager to join a highly successful SJP Senior Partner Practice. The Practice Manager is responsible for overseeing the daily operations of a wealth management office to ensure high standards of client service, regulatory compliance, operational efficiency, and team performance. From a Financial Services background, you may be a Senior Administrator looking for the next step, or an experienced Practice Manager looking to further develop your skills and knowledge. You will be looking for a role where you can work closely with Advisers and Administrators to ensure the smooth delivery of all business processes and client servicing requirements. The Role: Your role will encompass all operational aspects of the business, and providing outstanding client service will be of upmost importance to you You will ensure the seamless process from initial enquiry to completion of the advice process is always delivered Setting weekly priorities, managing the workload, and supporting the admin team to ensure business processes are adhered to, tracked efficiently and in line with Practice and regulatory standards Process new business, replacements, fund switches, and encashments efficiently and accurately Prepare meeting documentation and complete all follow-up actions promptly Conduct regular file reviews and quality checks Complete suitability reports, process applications and submit advice sets Liaise with advisers, providers, and administration centres to progress cases to completion You will coordinate communication with clients and third-party providers and deliver regular updates to the advisers Track leads, referrals, and pipeline activity The ideal candidate will have: Current experience within the Financial Services Industry, ideally with an SJP Partner Practice A sound understanding of Investments, Pensions, and other financial planning products IT skills, including Microsoft Office Experience using CRM systems such as Salesforce, with a willingness to learn how to use new systems Excellent leadership, organisational and problem-solving skills Ability to manage multiple tasks, deadlines and able to prioritise effectively Strong attention to detail and clear written and verbal communication skills 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. 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 22, 2026
Full time
Practice Manager Location - Cramlington, Northumberland (NE23) Hours - Full time Salary - £35,000 - £43,000 depending on experience An outstanding new opportunity has arisen for a Practice Manager to join a highly successful SJP Senior Partner Practice. The Practice Manager is responsible for overseeing the daily operations of a wealth management office to ensure high standards of client service, regulatory compliance, operational efficiency, and team performance. From a Financial Services background, you may be a Senior Administrator looking for the next step, or an experienced Practice Manager looking to further develop your skills and knowledge. You will be looking for a role where you can work closely with Advisers and Administrators to ensure the smooth delivery of all business processes and client servicing requirements. The Role: Your role will encompass all operational aspects of the business, and providing outstanding client service will be of upmost importance to you You will ensure the seamless process from initial enquiry to completion of the advice process is always delivered Setting weekly priorities, managing the workload, and supporting the admin team to ensure business processes are adhered to, tracked efficiently and in line with Practice and regulatory standards Process new business, replacements, fund switches, and encashments efficiently and accurately Prepare meeting documentation and complete all follow-up actions promptly Conduct regular file reviews and quality checks Complete suitability reports, process applications and submit advice sets Liaise with advisers, providers, and administration centres to progress cases to completion You will coordinate communication with clients and third-party providers and deliver regular updates to the advisers Track leads, referrals, and pipeline activity The ideal candidate will have: Current experience within the Financial Services Industry, ideally with an SJP Partner Practice A sound understanding of Investments, Pensions, and other financial planning products IT skills, including Microsoft Office Experience using CRM systems such as Salesforce, with a willingness to learn how to use new systems Excellent leadership, organisational and problem-solving skills Ability to manage multiple tasks, deadlines and able to prioritise effectively Strong attention to detail and clear written and verbal communication skills 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. 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.
Sewell Wallis is supporting our long term clients with the hire of a Fractional FD! You'll be joining an award-winning accountancy and advisory practice based in the heart of Sheffield, South Yorkshire. Working with a range of clients to drive sustainable growth through tailored insights and collaboration. This role offers flexibility and a fantastic opportunity to grow and develop your portfolio and team. Your remuneration will depend on your current portfolio and will include an attractive commission scheme based on your reoccurring annual revenue. A fantastic opportunity to join a well-established and growing practice in a role you can really develop and make your own! What will you be doing? You will be supporting a range of clients by delivering outstanding financial leadership that supports businesses to scale, become audit-ready, manage cash flow, and prepare for fundraising or transactions Act as a strategic finance partner to client leadership teams, focusing on growth, profitability, efficiency, and long-term planning Oversee automated financial systems, monthly management accounts, budgeting, forecasting, cash flow management, and compliance Lead and develop a team of accountants who deliver accounting and business advisory services What skills are we looking for? Qualified accountant (ACA/ACCA/CIMA) Experience at senior/director level in finance Adept with Xero, QuickBooks, Sage and Microsoft packages Confident and clear communicator, who can build relations and influence stakeholders Currently or previously having worked in a fractional FD/portfolio role in practice or independently. What's on offer? A competitive salary depending on your current portfolio and experience Commission structure based on annual reoccurring revenue Flexible working and hybrid opportunities Autonomy and career development Modern offices and great facilities on site and nearby Send us your CV below, or contact Inci Evcil for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Oct 08, 2025
Full time
Sewell Wallis is supporting our long term clients with the hire of a Fractional FD! You'll be joining an award-winning accountancy and advisory practice based in the heart of Sheffield, South Yorkshire. Working with a range of clients to drive sustainable growth through tailored insights and collaboration. This role offers flexibility and a fantastic opportunity to grow and develop your portfolio and team. Your remuneration will depend on your current portfolio and will include an attractive commission scheme based on your reoccurring annual revenue. A fantastic opportunity to join a well-established and growing practice in a role you can really develop and make your own! What will you be doing? You will be supporting a range of clients by delivering outstanding financial leadership that supports businesses to scale, become audit-ready, manage cash flow, and prepare for fundraising or transactions Act as a strategic finance partner to client leadership teams, focusing on growth, profitability, efficiency, and long-term planning Oversee automated financial systems, monthly management accounts, budgeting, forecasting, cash flow management, and compliance Lead and develop a team of accountants who deliver accounting and business advisory services What skills are we looking for? Qualified accountant (ACA/ACCA/CIMA) Experience at senior/director level in finance Adept with Xero, QuickBooks, Sage and Microsoft packages Confident and clear communicator, who can build relations and influence stakeholders Currently or previously having worked in a fractional FD/portfolio role in practice or independently. What's on offer? A competitive salary depending on your current portfolio and experience Commission structure based on annual reoccurring revenue Flexible working and hybrid opportunities Autonomy and career development Modern offices and great facilities on site and nearby Send us your CV below, or contact Inci Evcil for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Service Service Employment Agency Limited
Bury St. Edmunds, Suffolk
My client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate You will maintain up to date records of vital communication with providers and clients You will deal with queries on existing business on behalf of advisers or clients You will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office system You will correspond directly with clients to make/adjust appointments and manage adviser's diaries You will prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms You will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports You will complete post client review tasks, including outcome letters, instructing transactions and ensure all regulatory requirements have been met You will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated You will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met You will run quotes on a range of platforms and across various products You will compile reports for existing business and new cases You will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders. Key Skills: Compliance & regulatory adherence Accurate record-keeping & case management Portfolio reporting & investment analysis New business processing & provider liaison Financial product knowledge & quoting systems Client communication & relationship management Professional telephone & written correspondence Great organisation & time management IT proficiency (back-office systems, spreadsheets, platforms) Problem-solving & query resolution Team collaboration & workflow coordination Benefits: 22 days holiday plus bank holiday (office closed at Christmas) - holiday allowance increases with service Death in Service life cover policy PMI Private Pensions Scheme 9:00 -17:30 office hours (with some flex and hybrid working) Professional qualifications supported and paid for A progressive firm who promote from within
Oct 08, 2025
Full time
My client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate You will maintain up to date records of vital communication with providers and clients You will deal with queries on existing business on behalf of advisers or clients You will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office system You will correspond directly with clients to make/adjust appointments and manage adviser's diaries You will prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms You will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports You will complete post client review tasks, including outcome letters, instructing transactions and ensure all regulatory requirements have been met You will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated You will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met You will run quotes on a range of platforms and across various products You will compile reports for existing business and new cases You will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders. Key Skills: Compliance & regulatory adherence Accurate record-keeping & case management Portfolio reporting & investment analysis New business processing & provider liaison Financial product knowledge & quoting systems Client communication & relationship management Professional telephone & written correspondence Great organisation & time management IT proficiency (back-office systems, spreadsheets, platforms) Problem-solving & query resolution Team collaboration & workflow coordination Benefits: 22 days holiday plus bank holiday (office closed at Christmas) - holiday allowance increases with service Death in Service life cover policy PMI Private Pensions Scheme 9:00 -17:30 office hours (with some flex and hybrid working) Professional qualifications supported and paid for A progressive firm who promote from within
Senior Wealth Administrator Boutique financial advice firm - Horsham offices Supporting established advisers £30k - £40k plus bonuses and benefits The Business My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with. The Role The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business. If this role sounds of interest or any other roles I am working on please get in touch.
Oct 08, 2025
Full time
Senior Wealth Administrator Boutique financial advice firm - Horsham offices Supporting established advisers £30k - £40k plus bonuses and benefits The Business My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with. The Role The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business. If this role sounds of interest or any other roles I am working on please get in touch.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 07, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
The Operations Manager is a senior leadership role with Home-Start Wandsworth, responsible for overseeing the operational effectiveness of the organisation. They will work closely with the Managing Director, and other members of the leadership team, to ensure the success and long term sustainability of the charity. The role oversees the operational functions of the charity including HR, IT and Finance, as well as support of service development projects. The role also requires project management of grant applications, delivery and reporting, and plays a pivotal role in shaping how we measure, communicate and enhance the impact of our work. This is a strategic and hands-on leadership role. Key Responsibilities: Leadership To work collaboratively with the Managing Director and other senior leaders to deliver the objectives of the organisation. develop our services & ways of working to ensure the charity s long term sustainability. engage and motivate the team to work efficiently and effectively - according to the strategy policies and commitments we have signed up to. work closely with the Family Support Manager, to ensure our data needs are aligned with our Impact Measurements. contribute to strategic planning and collaborate with external advisors on specialist projects as required. Operations Oversee the implementation and development of operational policies and procedures, including GDPR, HR, Finance and IT. Ensure the systems, processes and policies the team are using are understood and working effectively and that ways of working are compliant with all current policies, or recommend changes as relevant. Manage the operations and ensure efficient use of resources. Manage the budget, reconciliation and year end accounting processes. Lead on operational projects and oversee office administration, tech support and premises management. Lead on Quality Assurance requirements related to operational delivery. Manage data collection and evaluation across multiple platforms including charity log. Produce tailored reports and insights for funders, Trustees and partners. Manage outsourced contracts. Organisational Development Lead on service development projects to support agreed strategies, priorities and commitments, working with other members of the team as relevant. Explore/recommend other service developments that would benefit the organisation by engagement with other Home-starts and relevant organisations. Grant Management Work closely with the Managing Director and Fundraising function to project manage grant and trust applications, deadlines and progress reports. To ensure effective monitoring of all grant & trust commitments & deliverables, liaising with other members of the team as appropriate. Deliver a regular report to the Board on performance against grants and trusts. Team Management Provide direction to the Business Support Administrator to enable effective and efficient running of the organisation. Manage staff and freelancers according to the Home-Start Wandsworth procedures, policies and values. Support effective management of any non home visiting Volunteers supporting the organisation s work. Line Management: Business Support Administrator Data specialist (freelance) Knowledge, Skills and Experience: Strategic thinker with the ability to manage multiple projects and priorities Proven experience in operations management Experience in financial management essential and using Xero is desirable Strong knowledge of service evaluation and data analysis Management experience of small/medium teams Solutions focussed team player Excellent written and verbal communication Flexible and adaptable to change Excellent organisational and project management skills Experience of using Charity Log or other database management systems. Knowledge of GDPR legislation Experience of Board level reporting against objectives and/or data led reporting Experience of working in the non-profit or community support sector is desirable
Oct 03, 2025
Full time
The Operations Manager is a senior leadership role with Home-Start Wandsworth, responsible for overseeing the operational effectiveness of the organisation. They will work closely with the Managing Director, and other members of the leadership team, to ensure the success and long term sustainability of the charity. The role oversees the operational functions of the charity including HR, IT and Finance, as well as support of service development projects. The role also requires project management of grant applications, delivery and reporting, and plays a pivotal role in shaping how we measure, communicate and enhance the impact of our work. This is a strategic and hands-on leadership role. Key Responsibilities: Leadership To work collaboratively with the Managing Director and other senior leaders to deliver the objectives of the organisation. develop our services & ways of working to ensure the charity s long term sustainability. engage and motivate the team to work efficiently and effectively - according to the strategy policies and commitments we have signed up to. work closely with the Family Support Manager, to ensure our data needs are aligned with our Impact Measurements. contribute to strategic planning and collaborate with external advisors on specialist projects as required. Operations Oversee the implementation and development of operational policies and procedures, including GDPR, HR, Finance and IT. Ensure the systems, processes and policies the team are using are understood and working effectively and that ways of working are compliant with all current policies, or recommend changes as relevant. Manage the operations and ensure efficient use of resources. Manage the budget, reconciliation and year end accounting processes. Lead on operational projects and oversee office administration, tech support and premises management. Lead on Quality Assurance requirements related to operational delivery. Manage data collection and evaluation across multiple platforms including charity log. Produce tailored reports and insights for funders, Trustees and partners. Manage outsourced contracts. Organisational Development Lead on service development projects to support agreed strategies, priorities and commitments, working with other members of the team as relevant. Explore/recommend other service developments that would benefit the organisation by engagement with other Home-starts and relevant organisations. Grant Management Work closely with the Managing Director and Fundraising function to project manage grant and trust applications, deadlines and progress reports. To ensure effective monitoring of all grant & trust commitments & deliverables, liaising with other members of the team as appropriate. Deliver a regular report to the Board on performance against grants and trusts. Team Management Provide direction to the Business Support Administrator to enable effective and efficient running of the organisation. Manage staff and freelancers according to the Home-Start Wandsworth procedures, policies and values. Support effective management of any non home visiting Volunteers supporting the organisation s work. Line Management: Business Support Administrator Data specialist (freelance) Knowledge, Skills and Experience: Strategic thinker with the ability to manage multiple projects and priorities Proven experience in operations management Experience in financial management essential and using Xero is desirable Strong knowledge of service evaluation and data analysis Management experience of small/medium teams Solutions focussed team player Excellent written and verbal communication Flexible and adaptable to change Excellent organisational and project management skills Experience of using Charity Log or other database management systems. Knowledge of GDPR legislation Experience of Board level reporting against objectives and/or data led reporting Experience of working in the non-profit or community support sector is desirable
Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.
Oct 02, 2025
Full time
Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.
