Wealth Management Administrator (Part-time) Location - London / In Office Salary: £18,000 pa + pension + discretionary bonus Hours: 9am - 5pm, 3 days per week (Tuesday, Wednesday, Thursday) Benefits: 17 days holiday + your Birthday off + Bank Holidays + a Personal Well Being Day Are you an enthusiastic Wealth Management Administrator who could fulfil a vital support function within a busy SJP Partner Practice? The successful candidate will be responsible for providing administrative support as part of the team at a highly respected Appointed Representative of St. James s Place Plc. The Role: Wealth Management Administrator You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with both general and technical enquiries You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation You will be responsible for managing Salesforce and keeping all client details up to date Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Tracking the Business Pipeline, providing regular updates to both Clients and Advisers. The Person: Wealth Management Administrator To be considered for this role you will need: 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. 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 £216.94bn 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 29, 2026
Full time
Wealth Management Administrator (Part-time) Location - London / In Office Salary: £18,000 pa + pension + discretionary bonus Hours: 9am - 5pm, 3 days per week (Tuesday, Wednesday, Thursday) Benefits: 17 days holiday + your Birthday off + Bank Holidays + a Personal Well Being Day Are you an enthusiastic Wealth Management Administrator who could fulfil a vital support function within a busy SJP Partner Practice? The successful candidate will be responsible for providing administrative support as part of the team at a highly respected Appointed Representative of St. James s Place Plc. The Role: Wealth Management Administrator You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with both general and technical enquiries You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation You will be responsible for managing Salesforce and keeping all client details up to date Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Tracking the Business Pipeline, providing regular updates to both Clients and Advisers. The Person: Wealth Management Administrator To be considered for this role you will need: 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. 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 £216.94bn 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.
St. James's Place Wealth Management
Tonbridge, Kent
Client Services / Technical Administrator Location - Tonbridge Hours - Full-time / Hybrid working (2-3 days in office) Salary - Up to £40,000 (depending on experience) + Bonus, Pension + Benefits Are you an enthusiastic Client Services / Technical Administrator with experience in a St. James s Place Partner Practice and looking for a new challenge? Working full time as part of the team this is an outstanding new opportunity within a highly successful SJP Partner Practice. The team pride themselves in providing an exceptional service to their clients and this role represents an exciting opportunity for the right person to join them, contributing positively to both the client experience and the overall success of the business. The Role - Client Services / Technical Administrator The role of the Client Services / Technical Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration. As a key member of the team, you ll work closely with colleagues to deliver high-quality, administrative, and technical support. Key Tasks and Responsibilities Working closely with Advisers and the team to ensure a smooth and efficient client journey from initial meeting through to ongoing review. You will be the Go To' person for clients and third parties dealing with requests for valuations, withdrawals, fund switches, general enquiries, and chasing providers for funds and information Preparing meeting agendas, meeting packs, and supporting documentation for all client meetings (initial, review, and presentation), ensuring all relevant data and compliance documentation is accurate and complete Gathering and analysing financial information, including portfolio data, to support client reviews and recommendations Ownership of post-meeting actions, including updating client records, CFR, advice records, and ensuring all follow-up tasks and agreed actions are monitored and progressed through to completion. Preparing suitability reports for straightforward cases using AI-supported tools, ensuring outputs are accurate, compliant, and aligned with the Advisers recommendations Managing Salesforce and keeping all client details up to date The Person - Client Services / Technical Administrator This is an interesting and challenging role for a positive and professional self-starter who enjoys using their initiative, is collaborative and has a can do working style. You have experience in working a St. James's Place Partner Practice and have a strong understanding of the financial planning principles, including investments, pensions and cashflow modelling. You will be comfortable operating in a fast-paced, client-focused environment, be highly organised and detail-oriented. You may be working towards relevant professional qualifications or be interested to do so. You have excellent IT skills, and are confident using tools such as Sofi, Voyant and Financial Express Analytics Most importantly, you will be proactive, dependable and take pride in delivering a high standard of work, contributing positively to both the client experience and the overall success of the business. If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application. 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 £216.94bn. 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 29, 2026
Full time
Client Services / Technical Administrator Location - Tonbridge Hours - Full-time / Hybrid working (2-3 days in office) Salary - Up to £40,000 (depending on experience) + Bonus, Pension + Benefits Are you an enthusiastic Client Services / Technical Administrator with experience in a St. James s Place Partner Practice and looking for a new challenge? Working full time as part of the team this is an outstanding new opportunity within a highly successful SJP Partner Practice. The team pride themselves in providing an exceptional service to their clients and this role represents an exciting opportunity for the right person to join them, contributing positively to both the client experience and the overall success of the business. The Role - Client Services / Technical Administrator The role of the Client Services / Technical Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration. As a key member of the team, you ll work closely with colleagues to deliver high-quality, administrative, and technical support. Key Tasks and Responsibilities Working closely with Advisers and the team to ensure a smooth and efficient client journey from initial meeting through to ongoing review. You will be the Go To' person for clients and third parties dealing with requests for valuations, withdrawals, fund switches, general enquiries, and chasing providers for funds and information Preparing meeting agendas, meeting packs, and supporting documentation for all client meetings (initial, review, and presentation), ensuring all relevant data and compliance documentation is accurate and complete Gathering and analysing financial information, including portfolio data, to support client reviews and recommendations Ownership of post-meeting actions, including updating client records, CFR, advice records, and ensuring all follow-up tasks and agreed actions are monitored and progressed through to completion. Preparing suitability reports for straightforward cases using AI-supported tools, ensuring outputs are accurate, compliant, and aligned with the Advisers recommendations Managing Salesforce and keeping all client details up to date The Person - Client Services / Technical Administrator This is an interesting and challenging role for a positive and professional self-starter who enjoys using their initiative, is collaborative and has a can do working style. You have experience in working a St. James's Place Partner Practice and have a strong understanding of the financial planning principles, including investments, pensions and cashflow modelling. You will be comfortable operating in a fast-paced, client-focused environment, be highly organised and detail-oriented. You may be working towards relevant professional qualifications or be interested to do so. You have excellent IT skills, and are confident using tools such as Sofi, Voyant and Financial Express Analytics Most importantly, you will be proactive, dependable and take pride in delivering a high standard of work, contributing positively to both the client experience and the overall success of the business. If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application. 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 £216.94bn. 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.
The Opportunity: Office Administrators perform several tasks including reception duties, creating courier/shipping labels, sorting packages/documentation, coordinating office inventory, miscellaneous office tasks and assisting with inbound emails. You will report directly to the team manager and periodically, Office Administrators will also be involved with other group projects. The Day-to-Day: Operate front office reception, greeting interviews and clients, ensuring their in-office experience is up to required standards Create courier/shipping labels for packages sent to and from employees and clients Work alongside our Client Operations department sending packages/documentation Coordinate office inventory ensuring stock is maintained in-office Place inventory orders with external vendors Manage our general inbound email inbox, ensuring emails are passed onto an appropriate person to handle Coordinate building access passes for visitors and new employees Handle other miscellaneous office tasks Work alongside our small group of Office Administrators Contribute to group/firm wide projects on an ongoing basis Your role will involve physical tasks, including lifting and moving materials Your Qualifications: Commitment to maintain quality of work while sticking to a timeline Comfort working in an environment that values collaboration Desire to build a career in the investment management industry Manage complexity and coordinate across several departments under strict timelines Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Apr 29, 2026
Full time
The Opportunity: Office Administrators perform several tasks including reception duties, creating courier/shipping labels, sorting packages/documentation, coordinating office inventory, miscellaneous office tasks and assisting with inbound emails. You will report directly to the team manager and periodically, Office Administrators will also be involved with other group projects. The Day-to-Day: Operate front office reception, greeting interviews and clients, ensuring their in-office experience is up to required standards Create courier/shipping labels for packages sent to and from employees and clients Work alongside our Client Operations department sending packages/documentation Coordinate office inventory ensuring stock is maintained in-office Place inventory orders with external vendors Manage our general inbound email inbox, ensuring emails are passed onto an appropriate person to handle Coordinate building access passes for visitors and new employees Handle other miscellaneous office tasks Work alongside our small group of Office Administrators Contribute to group/firm wide projects on an ongoing basis Your role will involve physical tasks, including lifting and moving materials Your Qualifications: Commitment to maintain quality of work while sticking to a timeline Comfort working in an environment that values collaboration Desire to build a career in the investment management industry Manage complexity and coordinate across several departments under strict timelines Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Sewell Wallis is exclusively partnering with a manufacturing business based in Alfreton with a long-standing heritage in quality, who are looking for a Finance Director. Operating as a vertically integrated, product-led organisation, the business is entering a critical phase of strengthening financial discipline, improving operational alignment, and enhancing cash performance. The Finance Director will play a central role in shaping the financial and operational future of the business. This is a high-impact role for a commercially minded finance leader who thrives in hands-on environments and is motivated by driving tangible business performance. This is not a traditional stewardship role. The Finance Director will operate at the heart of the business, ensuring that financial insight directly drives decision-making across sales, production, and inventory. What will you be doing? Own and continuously enhance short-, medium-, and long-term cashflow forecasting Maintain tight control over payment cycles, capital expenditure, and discretionary spend Lead the annual budgeting process, defining a clear affordability envelope Implement robust and dynamic forecasting aligned to commercial and operational realities Track performance against budget, investment plans, and contingencies Establish clear cost centre accountability across the business Own the working capital strategy, with a strong focus on stock and debtor management Partner with Sales, Production, and Operations to optimise inventory levels Reduce obsolescence and improve stock turn and cash conversion Increase visibility and control over stock risks and provisions Align sales forecasts with production planning and capacity constraints Support integrated planning processes (e.g. S&OP) to improve decision-making Bring financial rigour to demand and supply planning Provide insight into product profitability, margin, and cost drivers Challenge pricing, discounting, and product mix where appropriate Strengthen financial controls and ensure compliance with statutory requirements Lead year-end processes, including key judgement areas such as stock provisions Build and lead a high-performing, commercially focused finance function Act as a trusted partner to the Managing Director and Board Manage relationships with auditors, lenders, and external advisors What skills are we looking for? You are a commercially astute Finance Director (or a high-calibre Head of Finance ready to step up) with a proven ability to operate at the intersection of finance and operations. Fully qualified accountant (ACA, ACCA, or CIMA) Strong experience within manufacturing or product-led environments Demonstrated success in improving financial performance and cash management Track record of working closely with operational teams (production, supply chain, sales) Experience in SME or owner-led businesses is highly advantageous Deep understanding of cashflow, working capital, and stock dynamics Strong planning, forecasting, and financial modelling skills What's on offer? c. 90,000 + car or car allowance Pension salary sacrifice scheme Initially office-based (first 3-6 months) to embed into the business Hybrid working thereafter (minimum 2 days per week in the office) 36 days holiday (including public holidays) If you're looking for a role where you can genuinely influence business performance, drive operational discipline, and make a measurable impact, we would welcome a confidential conversation. Apply for this role below or contact Kayley 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.
Apr 29, 2026
Full time
Sewell Wallis is exclusively partnering with a manufacturing business based in Alfreton with a long-standing heritage in quality, who are looking for a Finance Director. Operating as a vertically integrated, product-led organisation, the business is entering a critical phase of strengthening financial discipline, improving operational alignment, and enhancing cash performance. The Finance Director will play a central role in shaping the financial and operational future of the business. This is a high-impact role for a commercially minded finance leader who thrives in hands-on environments and is motivated by driving tangible business performance. This is not a traditional stewardship role. The Finance Director will operate at the heart of the business, ensuring that financial insight directly drives decision-making across sales, production, and inventory. What will you be doing? Own and continuously enhance short-, medium-, and long-term cashflow forecasting Maintain tight control over payment cycles, capital expenditure, and discretionary spend Lead the annual budgeting process, defining a clear affordability envelope Implement robust and dynamic forecasting aligned to commercial and operational realities Track performance against budget, investment plans, and contingencies Establish clear cost centre accountability across the business Own the working capital strategy, with a strong focus on stock and debtor management Partner with Sales, Production, and Operations to optimise inventory levels Reduce obsolescence and improve stock turn and cash conversion Increase visibility and control over stock risks and provisions Align sales forecasts with production planning and capacity constraints Support integrated planning processes (e.g. S&OP) to improve decision-making Bring financial rigour to demand and supply planning Provide insight into product profitability, margin, and cost drivers Challenge pricing, discounting, and product mix where appropriate Strengthen financial controls and ensure compliance with statutory requirements Lead year-end processes, including key judgement areas such as stock provisions Build and lead a high-performing, commercially focused finance function Act as a trusted partner to the Managing Director and Board Manage relationships with auditors, lenders, and external advisors What skills are we looking for? You are a commercially astute Finance Director (or a high-calibre Head of Finance ready to step up) with a proven ability to operate at the intersection of finance and operations. Fully qualified accountant (ACA, ACCA, or CIMA) Strong experience within manufacturing or product-led environments Demonstrated success in improving financial performance and cash management Track record of working closely with operational teams (production, supply chain, sales) Experience in SME or owner-led businesses is highly advantageous Deep understanding of cashflow, working capital, and stock dynamics Strong planning, forecasting, and financial modelling skills What's on offer? c. 90,000 + car or car allowance Pension salary sacrifice scheme Initially office-based (first 3-6 months) to embed into the business Hybrid working thereafter (minimum 2 days per week in the office) 36 days holiday (including public holidays) If you're looking for a role where you can genuinely influence business performance, drive operational discipline, and make a measurable impact, we would welcome a confidential conversation. Apply for this role below or contact Kayley 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.
BMC Recruitment Group Ltd
Bournmoor, County Durham
A highly respected and growing wealth management practice in Durham is seeking a detail-driven Financial Planning Administrator to join their professional support team. This is an excellent opportunity for someone who thrives in a structured, data-focused environment and enjoys working with investment and pension information. You ll play a key role in supporting the Advice & Guidance process by gathering, analysing and accurately inputting scheme data from a range of third-party providers. If you re someone who loves accuracy, organisation and problem-solving, this role will suit you perfectly. Whether you re currently in wealth management admin, pension administration, investment operations, or a similar environment, this could be a great next step. There are opportunities to progress and develop within the company long-term. The Role You will be responsible for ensuring the smooth transition of client cases by: Requesting detailed information from investment and pension providers Extracting and transposing key data using both manual and automated tools Inputting and validating scheme information within internal systems Producing comparison reports and suitability documentation for adviser review Monitoring data accuracy and providing feedback for system improvements Maintaining strong communication with providers and internal teams Ensuring all records remain compliant, accurate and up to date About You We re looking for someone who brings: Experience in financial services, pensions, investments, or a similar data-heavy admin role Strong analytical skills and the ability to interpret complex financial information Excellent attention to detail and accuracy in data handling Confident communication skills when liaising with providers and colleagues Strong organisational skills and the ability to manage competing deadlines Good working knowledge of Microsoft Office and confidence using multiple systems A proactive approach to learning, development and continuous improvement
Apr 29, 2026
Full time
A highly respected and growing wealth management practice in Durham is seeking a detail-driven Financial Planning Administrator to join their professional support team. This is an excellent opportunity for someone who thrives in a structured, data-focused environment and enjoys working with investment and pension information. You ll play a key role in supporting the Advice & Guidance process by gathering, analysing and accurately inputting scheme data from a range of third-party providers. If you re someone who loves accuracy, organisation and problem-solving, this role will suit you perfectly. Whether you re currently in wealth management admin, pension administration, investment operations, or a similar environment, this could be a great next step. There are opportunities to progress and develop within the company long-term. The Role You will be responsible for ensuring the smooth transition of client cases by: Requesting detailed information from investment and pension providers Extracting and transposing key data using both manual and automated tools Inputting and validating scheme information within internal systems Producing comparison reports and suitability documentation for adviser review Monitoring data accuracy and providing feedback for system improvements Maintaining strong communication with providers and internal teams Ensuring all records remain compliant, accurate and up to date About You We re looking for someone who brings: Experience in financial services, pensions, investments, or a similar data-heavy admin role Strong analytical skills and the ability to interpret complex financial information Excellent attention to detail and accuracy in data handling Confident communication skills when liaising with providers and colleagues Strong organisational skills and the ability to manage competing deadlines Good working knowledge of Microsoft Office and confidence using multiple systems A proactive approach to learning, development and continuous improvement
Sewell Wallis are exclusively working with a scaling manufacturing business in Sheffield, South Yorkshire, to secure them a proactive and ambitious Commercial Management Accountant. If you're looking for a role where you can genuinely influence strategy, drive performance, and grow with a business on an exciting trajectory, this could be the opportunity for you. Reporting directly to the Head of Finance, you'll work closely with senior leaders and cross-functional teams, providing the financial insight and challenge needed to shape key decisions. This is a high-visibility, high-impact role where your work will directly influence profitability, efficiency, and strategic direction. Our client is a globally recognised manufacturer of high-performance alloys, supplying critical components into sectors such as aerospace, energy, and advanced engineering. The business has built a strong reputation for quality, innovation, and technical expertise and is now scaling rapidly. They have recently experienced significant growth backed by continued investment across its operations, technology, and people. With demand increasing across key markets, the business is focused on expanding capacity, improving efficiency, and strengthening its commercial offering. Undergoing a forward-looking transformation programme designed to enhance operational performance, optimise cost structures, and position the business for long-term, sustainable growth. As Commercial Management Accountant, you'll sit at the heart of this transformation, delivering information across the business to influence key decisions. What will you be doing? Partnering with operational and commercial teams to understand and optimise full product margins Leading analysis of raw material costs, FX exposure, and hedging strategies in a volatile market Delivering detailed cost, variance, and production performance insights to drive action Supporting forecasting, budgeting, and working capital management Challenging assumptions and supporting decision-making through scenario modelling Identifying inefficiencies and driving continuous improvement across processes and KPIs Supporting new business opportunities with robust cost models and pricing strategies What are we looking for? ACA / ACCA / CIMA qualified (QBE also considered, with substantial manufacturing experience) Strong financial modelling capability and advanced Excel skills Experience in a manufacturing or complex operational environment Commercially minded, curious, and confident in challenging the status quo A proactive self-starter who thrives in a fast-paced, evolving business. We are happy to consider those working under various titles, Finance Business Partner, Management Accountant, Cost Accountant - it's about your experience and attitude! What's on offer? A competitive salary of 65,000 Generous quarterly bonus Flexible working hour within core hours 7:30am-6pm Recognition of additional work put in during tight deadlines Matched pension up to 8% 25 days annual leave + bank holidays Christmas Shutdown Private healthcare Free secure parking Annual salary reviews 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.
Apr 29, 2026
Full time
Sewell Wallis are exclusively working with a scaling manufacturing business in Sheffield, South Yorkshire, to secure them a proactive and ambitious Commercial Management Accountant. If you're looking for a role where you can genuinely influence strategy, drive performance, and grow with a business on an exciting trajectory, this could be the opportunity for you. Reporting directly to the Head of Finance, you'll work closely with senior leaders and cross-functional teams, providing the financial insight and challenge needed to shape key decisions. This is a high-visibility, high-impact role where your work will directly influence profitability, efficiency, and strategic direction. Our client is a globally recognised manufacturer of high-performance alloys, supplying critical components into sectors such as aerospace, energy, and advanced engineering. The business has built a strong reputation for quality, innovation, and technical expertise and is now scaling rapidly. They have recently experienced significant growth backed by continued investment across its operations, technology, and people. With demand increasing across key markets, the business is focused on expanding capacity, improving efficiency, and strengthening its commercial offering. Undergoing a forward-looking transformation programme designed to enhance operational performance, optimise cost structures, and position the business for long-term, sustainable growth. As Commercial Management Accountant, you'll sit at the heart of this transformation, delivering information across the business to influence key decisions. What will you be doing? Partnering with operational and commercial teams to understand and optimise full product margins Leading analysis of raw material costs, FX exposure, and hedging strategies in a volatile market Delivering detailed cost, variance, and production performance insights to drive action Supporting forecasting, budgeting, and working capital management Challenging assumptions and supporting decision-making through scenario modelling Identifying inefficiencies and driving continuous improvement across processes and KPIs Supporting new business opportunities with robust cost models and pricing strategies What are we looking for? ACA / ACCA / CIMA qualified (QBE also considered, with substantial manufacturing experience) Strong financial modelling capability and advanced Excel skills Experience in a manufacturing or complex operational environment Commercially minded, curious, and confident in challenging the status quo A proactive self-starter who thrives in a fast-paced, evolving business. We are happy to consider those working under various titles, Finance Business Partner, Management Accountant, Cost Accountant - it's about your experience and attitude! What's on offer? A competitive salary of 65,000 Generous quarterly bonus Flexible working hour within core hours 7:30am-6pm Recognition of additional work put in during tight deadlines Matched pension up to 8% 25 days annual leave + bank holidays Christmas Shutdown Private healthcare Free secure parking Annual salary reviews 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.
Sewell Wallis is partnering with a private equity-backed group who are operating at scale across commercial property and construction, whose growth is driven by extensive acquisition investment each year. Based out of high-spec offices in Manchester, this Senior Accountant role offers an opportunity to join a tech-driven and innovative organisation that values progress and performance. Their finance function is growing, offering high internal mobility. Benefits include an enhanced pension and a market-leading bonus scheme, as well as the progression opportunities that come with working in a scaling organisation. You'll work a hybrid working pattern with three days based out of the office. This is an unmissable Senior Accountant opportunity for you if you're an ambitious finance professional looking to grow. What will you be doing? Reporting to the Finance Manager, the position is based in the newly built and modern Stockport office. The Senior Accountant role is to support the Corporate Accounting team in various aspects of operations and management accounts and act as a deputy to the Finance Manager. This is a fast-paced environment and will involve taking ownership of several tasks and working with a high volume of data. Lead on monthly management accounts for holding companies and subsidiary entities (property companies) within Microsoft D365, supporting the management accountants and assistant accountants. Support, review and challenge variance analysis prepared by management accountants. Summarise and present key variances to senior management. Approach and work with stakeholders in the business to investigate discrepancies. Support with all aspects of the month end close. Run the creation and maintenance of the quarterly consolidation reports with multiple legal entities. Lead on annual IFRS statutory accounts preparation for holding companies and subsidiary entities. Creation and 1st review sign off on IFRS balance sheet reconciliations for all entities. Input into the design and testing of new controls. Become a Subject Matter Expert in areas of the balance sheet and system processes. Testing and sampling of journals posted by the management accounts. In conjunction with the Finance Manager, lead on the year end audit, resolving queries with accompanying evidence, etc. Involvement in the ERP testing. Quarterly VAT and monthly CIS reporting review and filing. Prepare debt compliance and understand all loan agreements in group working closely with the Capital Markets team. Mentor and support junior members of the team. What skills are we looking for? Qualified CIMA/ACCA/ACA Accountant. Experience in IFRS large group consolidations. Interest in technology, process improvements and willingness to develop AI skills. Great communication and focus on developing and mentoring team members. Property accounting background advantageous. Proficiency in Excel (v lookups & pivot tables). An enthusiastic and positive approach to tasks and duties with a desire to develop within a property organisation. What's on offer? Competitive salary with a discretionary performance-linked bonus. Additional benefits include pension, health, and life insurance. Apply for this role below, or for more information, contact Kayley. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Apr 29, 2026
Full time
Sewell Wallis is partnering with a private equity-backed group who are operating at scale across commercial property and construction, whose growth is driven by extensive acquisition investment each year. Based out of high-spec offices in Manchester, this Senior Accountant role offers an opportunity to join a tech-driven and innovative organisation that values progress and performance. Their finance function is growing, offering high internal mobility. Benefits include an enhanced pension and a market-leading bonus scheme, as well as the progression opportunities that come with working in a scaling organisation. You'll work a hybrid working pattern with three days based out of the office. This is an unmissable Senior Accountant opportunity for you if you're an ambitious finance professional looking to grow. What will you be doing? Reporting to the Finance Manager, the position is based in the newly built and modern Stockport office. The Senior Accountant role is to support the Corporate Accounting team in various aspects of operations and management accounts and act as a deputy to the Finance Manager. This is a fast-paced environment and will involve taking ownership of several tasks and working with a high volume of data. Lead on monthly management accounts for holding companies and subsidiary entities (property companies) within Microsoft D365, supporting the management accountants and assistant accountants. Support, review and challenge variance analysis prepared by management accountants. Summarise and present key variances to senior management. Approach and work with stakeholders in the business to investigate discrepancies. Support with all aspects of the month end close. Run the creation and maintenance of the quarterly consolidation reports with multiple legal entities. Lead on annual IFRS statutory accounts preparation for holding companies and subsidiary entities. Creation and 1st review sign off on IFRS balance sheet reconciliations for all entities. Input into the design and testing of new controls. Become a Subject Matter Expert in areas of the balance sheet and system processes. Testing and sampling of journals posted by the management accounts. In conjunction with the Finance Manager, lead on the year end audit, resolving queries with accompanying evidence, etc. Involvement in the ERP testing. Quarterly VAT and monthly CIS reporting review and filing. Prepare debt compliance and understand all loan agreements in group working closely with the Capital Markets team. Mentor and support junior members of the team. What skills are we looking for? Qualified CIMA/ACCA/ACA Accountant. Experience in IFRS large group consolidations. Interest in technology, process improvements and willingness to develop AI skills. Great communication and focus on developing and mentoring team members. Property accounting background advantageous. Proficiency in Excel (v lookups & pivot tables). An enthusiastic and positive approach to tasks and duties with a desire to develop within a property organisation. What's on offer? Competitive salary with a discretionary performance-linked bonus. Additional benefits include pension, health, and life insurance. Apply for this role below, or for more information, contact Kayley. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Morgan McKinley is looking for an experienced Financial Services Administrator or Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. The Financial Services Administrator will be supporting the Financial Advisers on a daily basis with clients pensions and investment admin. The role can be office based or hybrid working. Salary : 30-32K Financial Services Admin duties: Support the financial services team with all pensions/investment admin and compliance processing Updating the in-house systems and compliance files Submit the online pension and investment info on the portals Issue documents to clients including post sales letters and plan schedules Any other admin duties requested and also produce ongoing service reports Liaise regularly with the pension / investment providers Skills and experience: Proven experience working in a similar Financial Services Administration - Pensions or Investment Admin, support role within financial services Excellent communication and IT skills Knowledge of financial services, specifically pension providers and products/portals
Apr 29, 2026
Full time
Morgan McKinley is looking for an experienced Financial Services Administrator or Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. The Financial Services Administrator will be supporting the Financial Advisers on a daily basis with clients pensions and investment admin. The role can be office based or hybrid working. Salary : 30-32K Financial Services Admin duties: Support the financial services team with all pensions/investment admin and compliance processing Updating the in-house systems and compliance files Submit the online pension and investment info on the portals Issue documents to clients including post sales letters and plan schedules Any other admin duties requested and also produce ongoing service reports Liaise regularly with the pension / investment providers Skills and experience: Proven experience working in a similar Financial Services Administration - Pensions or Investment Admin, support role within financial services Excellent communication and IT skills Knowledge of financial services, specifically pension providers and products/portals
We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Relationship Administrator/PA to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on! Job Title: Client Relationship Administrator/PA (Financial Services) Location: Wellington Salary: Up to £33,000 DOE Hours: Full time 37.5 hours, Monday to Friday 8.45am-5.15pm Key Highlights of the Benefits Package: Matched pension contributions up to 5%, plus reinvestment of employer NI savings Private medical insurance for all permanent employees Life assurance (4 salary) and income protection (75% salary in long-term illness) Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more Full funding for professional exams, training and subscriptions Electric car, cycle-to-work and season ticket schemes Long-service awards, referral bonuses, and paid volunteering time The Company: A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention. The Role: The primary purpose of this role is to provide high-quality administrative support to Financial Consultants, playing a vital part in the smooth day-to-day running of the business. You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes. Key Duties: Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person) Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required Liaise with clients on any administration queries they may have Manage client service needs and client expectations to ensure client satisfaction Ensure action points resulting from client meetings get diarised and dealt with Preparation of meeting packs, to include new business for signing up Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner Organise client review meetings as per the company process as required Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements Ensure follow up letters are sent in a timely manner Maintenance of client records General administrative support About you: Previous office support experience within a corporate environment Accuracy and strong attention for detail Excellent organisational and time management The ability to work under pressure and prioritise Excellent communication, both verbal and written Competent IT user A positive and proactive approach to work and a desire to help and support the wider team Calm and considered outlook in approach to problem solving This company is seeking someone who loves to support a team and deliver an exceptional service. If you are an ambitious individual the company will fully support you in developing and offer you endless opportunities to progress. To Apply: If this role is of interest to you then please apply online, send your CV to or call Vicky or Georgie on . Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Apr 29, 2026
Full time
We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Relationship Administrator/PA to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on! Job Title: Client Relationship Administrator/PA (Financial Services) Location: Wellington Salary: Up to £33,000 DOE Hours: Full time 37.5 hours, Monday to Friday 8.45am-5.15pm Key Highlights of the Benefits Package: Matched pension contributions up to 5%, plus reinvestment of employer NI savings Private medical insurance for all permanent employees Life assurance (4 salary) and income protection (75% salary in long-term illness) Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more Full funding for professional exams, training and subscriptions Electric car, cycle-to-work and season ticket schemes Long-service awards, referral bonuses, and paid volunteering time The Company: A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention. The Role: The primary purpose of this role is to provide high-quality administrative support to Financial Consultants, playing a vital part in the smooth day-to-day running of the business. You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes. Key Duties: Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person) Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required Liaise with clients on any administration queries they may have Manage client service needs and client expectations to ensure client satisfaction Ensure action points resulting from client meetings get diarised and dealt with Preparation of meeting packs, to include new business for signing up Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner Organise client review meetings as per the company process as required Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements Ensure follow up letters are sent in a timely manner Maintenance of client records General administrative support About you: Previous office support experience within a corporate environment Accuracy and strong attention for detail Excellent organisational and time management The ability to work under pressure and prioritise Excellent communication, both verbal and written Competent IT user A positive and proactive approach to work and a desire to help and support the wider team Calm and considered outlook in approach to problem solving This company is seeking someone who loves to support a team and deliver an exceptional service. If you are an ambitious individual the company will fully support you in developing and offer you endless opportunities to progress. To Apply: If this role is of interest to you then please apply online, send your CV to or call Vicky or Georgie on . Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Apr 29, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Apr 29, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
Apr 29, 2026
Full time
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
Sewell Wallis is partnering with a private equity-backed group who are operating at scale across commercial property and construction, whose growth is driven by extensive acquisition investment each year. Based out of high-spec offices in Manchester, this Senior Property Accountant role offers an opportunity to join a tech-driven and innovative organisation that values progress and performance. Their finance function is growing, offering high internal mobility. Benefits include an enhanced pension and a market-leading bonus scheme, as well as the progression opportunities that come with working in a scaling organisation. You'll work a hybrid working pattern with three days based out of the office. This is an unmissable Senior Accountant opportunity for you if you're an ambitious finance professional looking to grow. What will you be doing? Reporting to the Finance Manager, the position is based in the newly built and modern Stockport office. The Senior Property Accountant role is to support the Corporate Accounting team in various aspects of operations and management accounts and act as a deputy to the Finance Manager. This is a fast-paced environment and will involve taking ownership of several tasks and working with a high volume of data. Lead on monthly management accounts for holding companies and subsidiary entities (property companies) within Microsoft D365, supporting the management accountants and assistant accountants. Support, review and challenge variance analysis prepared by management accountants. Summarise and present key variances to senior management. Approach and work with stakeholders in the business to investigate discrepancies. Support with all aspects of the month end close. Run the creation and maintenance of the quarterly consolidation reports with multiple legal entities. Lead on annual IFRS statutory accounts preparation for holding companies and subsidiary entities. Creation and 1st review sign off on IFRS balance sheet reconciliations for all entities. Input into the design and testing of new controls. Become a Subject Matter Expert in areas of the balance sheet and system processes. Testing and sampling of journals posted by the management accounts. In conjunction with the Finance Manager, lead on the year end audit, resolving queries with accompanying evidence, etc. Involvement in the ERP testing. Quarterly VAT and monthly CIS reporting review and filing. Prepare debt compliance and understand all loan agreements in group working closely with the Capital Markets team. Mentor and support junior members of the team. What skills are we looking for? Qualified CIMA/ACCA/ACA Accountant. Experience in IFRS large group consolidations. Interest in technology, process improvements and willingness to develop AI skills. Great communication and focus on developing and mentoring team members. Property accounting background advantageous. Proficiency in Excel (v lookups & pivot tables). An enthusiastic and positive approach to tasks and duties with a desire to develop within a property organisation. What's on offer? Competitive salary with a discretionary performance-linked bonus. Additional benefits include pension, health, and life insurance. Apply for this role below, or for more information, contact Kayley. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Apr 28, 2026
Full time
Sewell Wallis is partnering with a private equity-backed group who are operating at scale across commercial property and construction, whose growth is driven by extensive acquisition investment each year. Based out of high-spec offices in Manchester, this Senior Property Accountant role offers an opportunity to join a tech-driven and innovative organisation that values progress and performance. Their finance function is growing, offering high internal mobility. Benefits include an enhanced pension and a market-leading bonus scheme, as well as the progression opportunities that come with working in a scaling organisation. You'll work a hybrid working pattern with three days based out of the office. This is an unmissable Senior Accountant opportunity for you if you're an ambitious finance professional looking to grow. What will you be doing? Reporting to the Finance Manager, the position is based in the newly built and modern Stockport office. The Senior Property Accountant role is to support the Corporate Accounting team in various aspects of operations and management accounts and act as a deputy to the Finance Manager. This is a fast-paced environment and will involve taking ownership of several tasks and working with a high volume of data. Lead on monthly management accounts for holding companies and subsidiary entities (property companies) within Microsoft D365, supporting the management accountants and assistant accountants. Support, review and challenge variance analysis prepared by management accountants. Summarise and present key variances to senior management. Approach and work with stakeholders in the business to investigate discrepancies. Support with all aspects of the month end close. Run the creation and maintenance of the quarterly consolidation reports with multiple legal entities. Lead on annual IFRS statutory accounts preparation for holding companies and subsidiary entities. Creation and 1st review sign off on IFRS balance sheet reconciliations for all entities. Input into the design and testing of new controls. Become a Subject Matter Expert in areas of the balance sheet and system processes. Testing and sampling of journals posted by the management accounts. In conjunction with the Finance Manager, lead on the year end audit, resolving queries with accompanying evidence, etc. Involvement in the ERP testing. Quarterly VAT and monthly CIS reporting review and filing. Prepare debt compliance and understand all loan agreements in group working closely with the Capital Markets team. Mentor and support junior members of the team. What skills are we looking for? Qualified CIMA/ACCA/ACA Accountant. Experience in IFRS large group consolidations. Interest in technology, process improvements and willingness to develop AI skills. Great communication and focus on developing and mentoring team members. Property accounting background advantageous. Proficiency in Excel (v lookups & pivot tables). An enthusiastic and positive approach to tasks and duties with a desire to develop within a property organisation. What's on offer? Competitive salary with a discretionary performance-linked bonus. Additional benefits include pension, health, and life insurance. Apply for this role below, or for more information, contact Kayley. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
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)
Senior Depositary Analyst Whiteley / Fareham Hybrid working An established financial services firm is seeking a Senior Depositary Analyst to join its alternatives oversight team. The role covers a varied portfolio of private equity, real estate and private debt funds, including listed investment trusts and UK and non-UK fund structures. Working closely with Depositary Managers, you ll take ownership of a number of client funds and deliver key depositary duties in line with AIFMD and UK regulatory requirements. Key responsibilities Cash flow monitoring and review of significant or unusual transactions Oversight of fund activity to ensure compliance with fund documentation Verification and maintenance of asset ownership records Review of valuations, drawdowns, distributions and investor activity Liaising with fund administrators and investment managers Preparing client and board reporting Supporting onboarding of new funds and clients Assisting with training and supervision of junior team members About you Background in fund accounting, depositary/trustee services or financial services audit Experience working with alternative investment funds Comfortable managing a portfolio of funds or clients Experience monitoring daily cashflow, verifying assets and reviewing accounts Confident, organised and able to work independently while supporting a wider team Why apply? Study Support Ownership of funds and client relationships Supportive, inclusive environment with a focus on development, wellbeing and work-life balance Matched pension up to 7% Annual Bonus Shares ownership Apply today to find out more: (url removed) All applicants must have the right to work in the UK. We will consider all qualified applications for this position. Chilworth Partnership / Venture Recruitment Partners does not discriminate against disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other status protected under the Equality Act 2010. Venture Recruitment Partners (also trading as Chilworth Partnership Ltd) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy at (url removed) INDQSF
Apr 25, 2026
Full time
Senior Depositary Analyst Whiteley / Fareham Hybrid working An established financial services firm is seeking a Senior Depositary Analyst to join its alternatives oversight team. The role covers a varied portfolio of private equity, real estate and private debt funds, including listed investment trusts and UK and non-UK fund structures. Working closely with Depositary Managers, you ll take ownership of a number of client funds and deliver key depositary duties in line with AIFMD and UK regulatory requirements. Key responsibilities Cash flow monitoring and review of significant or unusual transactions Oversight of fund activity to ensure compliance with fund documentation Verification and maintenance of asset ownership records Review of valuations, drawdowns, distributions and investor activity Liaising with fund administrators and investment managers Preparing client and board reporting Supporting onboarding of new funds and clients Assisting with training and supervision of junior team members About you Background in fund accounting, depositary/trustee services or financial services audit Experience working with alternative investment funds Comfortable managing a portfolio of funds or clients Experience monitoring daily cashflow, verifying assets and reviewing accounts Confident, organised and able to work independently while supporting a wider team Why apply? Study Support Ownership of funds and client relationships Supportive, inclusive environment with a focus on development, wellbeing and work-life balance Matched pension up to 7% Annual Bonus Shares ownership Apply today to find out more: (url removed) All applicants must have the right to work in the UK. We will consider all qualified applications for this position. Chilworth Partnership / Venture Recruitment Partners does not discriminate against disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other status protected under the Equality Act 2010. Venture Recruitment Partners (also trading as Chilworth Partnership Ltd) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy at (url removed) INDQSF
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients Booking annual review meetings Raising new business invoices Managing the pipeline efficiently and overseeing cases through to completion Handling new business queries from Advisers, clients, and providers The ideal candidate will have: Previous Financial Services experience Excellent planning and organisational skills, with strong attention to detail A professional and friendly telephone manner, with the ability to build rapport with clients Strong time management skills A collaborative approach and the ability to work effectively as part of a team Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
Apr 25, 2026
Full time
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients Booking annual review meetings Raising new business invoices Managing the pipeline efficiently and overseeing cases through to completion Handling new business queries from Advisers, clients, and providers The ideal candidate will have: Previous Financial Services experience Excellent planning and organisational skills, with strong attention to detail A professional and friendly telephone manner, with the ability to build rapport with clients Strong time management skills A collaborative approach and the ability to work effectively as part of a team Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
SENIOR CHARTERED SURVEYOR SRVO • £Competitive, aligned to experience • Hybrid - London / South East ROLE OVERVIEW This role is for an MRICS qualified Chartered Surveyor ready to operate with senior authority within a growing consultancy. You will lead complex residential and commercial instructions, acting as a trusted adviser while managing technically demanding projects from inception to completion. You will combine professional judgement, commercial awareness and delivery ownership across multiple live projects. You will operate across building pathology, major works, compliance led reporting and strategic advisory work, contributing directly to client relationships and regional growth, with progression toward Associate level. ROLE EXPECTATIONS You will manage your workload independently, leading projects and deploying junior colleagues where appropriate. You will own client relationships, providing clear advice and commercially balanced recommendations. You will support and develop junior surveyors and APC candidates, strengthening technical standards and team capability. WHAT SUCCESS LOOKS LIKE You'll be successful in this role if: You lead multiple live projects while maintaining technical and commercial control Your advice is trusted and influences client decisions You manage risk effectively across contract administration and compliance instructions You strengthen client relationships and identify further opportunities You contribute positively to team development and mentoring HOW YOU'LL SPEND MOST OF YOUR TIME Most weeks, you'll be: Acting as Project Manager and Contract Administrator on refurbishment and major works projects typically ranging from £50k to £3m+ Preparing specifications, tender documentation and administering JCT contracts Providing advice on complex building defects and construction issues Preparing Planned Preventative Maintenance reports and lifecycle cost advice Undertaking reinstatement cost assessments and pre acquisition surveys Completing Building Height Surveys and Building Safety Act related reporting Preparing Schedules of Dilapidations and negotiating claims Acting as Principal Designer including PCI preparation and oversight of H&S documentation Monitoring development works on behalf of landlords, managing agents and funders Mentoring junior surveyors and APC candidates You will work in a hybrid way, balancing home working, site inspections and office collaboration. WHO THIS ROLE IS FOR This role suits someone who: Is MRICS qualified with 2+ years PQE Has strong technical knowledge across construction technology and building pathology Has experience administering projects under JCT contracts Is confident operating autonomously in a hybrid environment Is motivated by progression toward Associate level Holds a full clean UK driving licence and can travel as required EXPERIENCE THAT HELPS Experience across residential and mixed use portfolios Experience acting as Principal Designer under CDM Regulations Experience delivering Building Safety Act surveys and reporting Strong report writing and client communication skills Experience mentoring junior surveyors or APC candidates AutoCAD capability is advantageous WHAT WE OFFER Competitive salary aligned to experience Discretionary bonus Hybrid and flexible working 25 days holiday plus bank holidays Private medical insurance, life assurance and enhanced family leave Fully funded training and professional development Pension scheme and employee assistance programme Employee referral scheme Discounts across travel, retail, fitness and entertainment You'll also benefit from a senior environment where you are trusted to manage your workload professionally, supported by experienced Directors, and given the tools and backing to deliver high-quality work without unnecessary bureaucracy. ABOUT SRVO SRVO is a Chartered Surveying and Property Consultancy delivering building surveying, project and consultancy services across the UK. We work across both commercial and residential sectors and have built a strong reputation through long-standing client relationships, technically robust delivery and a practical approach to problem solving. Our mission is to transform the property landscape with safe and sustainable solutions. As part of the Odevo Group, SRVO combines the agility and expertise of a specialist consultancy with the stability, scale and long-term investment of a wider group. We set our people up to succeed through the right tools, technology and support, alongside clear development pathways and an environment where wellbeing is genuinely prioritised. HOW WE HIRE Initial conversation with our talent team Interview focused on technical experience, judgement and approach We aim to complete the process within two to three weeks and communicate clearly throughout. INTERESTED? Apply with your CV. All applicants must be eligible to live and work in the UK. Documentary evidence of eligibility will be required. A full, clean UK driving licence is essential for this role. Appointment is subject to a valid DBS check and CSCS card or willingness to obtain.
Apr 24, 2026
Full time
SENIOR CHARTERED SURVEYOR SRVO • £Competitive, aligned to experience • Hybrid - London / South East ROLE OVERVIEW This role is for an MRICS qualified Chartered Surveyor ready to operate with senior authority within a growing consultancy. You will lead complex residential and commercial instructions, acting as a trusted adviser while managing technically demanding projects from inception to completion. You will combine professional judgement, commercial awareness and delivery ownership across multiple live projects. You will operate across building pathology, major works, compliance led reporting and strategic advisory work, contributing directly to client relationships and regional growth, with progression toward Associate level. ROLE EXPECTATIONS You will manage your workload independently, leading projects and deploying junior colleagues where appropriate. You will own client relationships, providing clear advice and commercially balanced recommendations. You will support and develop junior surveyors and APC candidates, strengthening technical standards and team capability. WHAT SUCCESS LOOKS LIKE You'll be successful in this role if: You lead multiple live projects while maintaining technical and commercial control Your advice is trusted and influences client decisions You manage risk effectively across contract administration and compliance instructions You strengthen client relationships and identify further opportunities You contribute positively to team development and mentoring HOW YOU'LL SPEND MOST OF YOUR TIME Most weeks, you'll be: Acting as Project Manager and Contract Administrator on refurbishment and major works projects typically ranging from £50k to £3m+ Preparing specifications, tender documentation and administering JCT contracts Providing advice on complex building defects and construction issues Preparing Planned Preventative Maintenance reports and lifecycle cost advice Undertaking reinstatement cost assessments and pre acquisition surveys Completing Building Height Surveys and Building Safety Act related reporting Preparing Schedules of Dilapidations and negotiating claims Acting as Principal Designer including PCI preparation and oversight of H&S documentation Monitoring development works on behalf of landlords, managing agents and funders Mentoring junior surveyors and APC candidates You will work in a hybrid way, balancing home working, site inspections and office collaboration. WHO THIS ROLE IS FOR This role suits someone who: Is MRICS qualified with 2+ years PQE Has strong technical knowledge across construction technology and building pathology Has experience administering projects under JCT contracts Is confident operating autonomously in a hybrid environment Is motivated by progression toward Associate level Holds a full clean UK driving licence and can travel as required EXPERIENCE THAT HELPS Experience across residential and mixed use portfolios Experience acting as Principal Designer under CDM Regulations Experience delivering Building Safety Act surveys and reporting Strong report writing and client communication skills Experience mentoring junior surveyors or APC candidates AutoCAD capability is advantageous WHAT WE OFFER Competitive salary aligned to experience Discretionary bonus Hybrid and flexible working 25 days holiday plus bank holidays Private medical insurance, life assurance and enhanced family leave Fully funded training and professional development Pension scheme and employee assistance programme Employee referral scheme Discounts across travel, retail, fitness and entertainment You'll also benefit from a senior environment where you are trusted to manage your workload professionally, supported by experienced Directors, and given the tools and backing to deliver high-quality work without unnecessary bureaucracy. ABOUT SRVO SRVO is a Chartered Surveying and Property Consultancy delivering building surveying, project and consultancy services across the UK. We work across both commercial and residential sectors and have built a strong reputation through long-standing client relationships, technically robust delivery and a practical approach to problem solving. Our mission is to transform the property landscape with safe and sustainable solutions. As part of the Odevo Group, SRVO combines the agility and expertise of a specialist consultancy with the stability, scale and long-term investment of a wider group. We set our people up to succeed through the right tools, technology and support, alongside clear development pathways and an environment where wellbeing is genuinely prioritised. HOW WE HIRE Initial conversation with our talent team Interview focused on technical experience, judgement and approach We aim to complete the process within two to three weeks and communicate clearly throughout. INTERESTED? Apply with your CV. All applicants must be eligible to live and work in the UK. Documentary evidence of eligibility will be required. A full, clean UK driving licence is essential for this role. Appointment is subject to a valid DBS check and CSCS card or willingness to obtain.
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Salisbury We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Apr 24, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Salisbury We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Job Title: Property Services Planner/Scheduler Contract Type: Permanent Salary: £34,282.13 Per Annum Working Hours: 35 Hours per week Working Pattern: Monday - Friday, Hybrid Location: Camden, London The difference you will make as a Property Services Planner/Scheduler As a Planner you will form part of a local repairs team which ensures that works orders are scheduled through the In-house appointments system, repairs works are allocated to trade operatives and all works are carried out with minimal average turnaround time. About you Educated to GCSE (or equivalent) in English & Maths. Experience of working in a pressurised environment and dealing with challenging situations. Good time management, planning & organisational skills. Good on computerised systems. Why Riverside? At Riverside, we're a housing association with a difference - enhancing the everyday for all our customers. For 90 years, we've been revitalising neighbourhoods and supporting communities by providing the homes they need to live full, fulfilling and rewarding lives. We have a portfolio of over 75,000 affordable residential and retirement homes across the UK. Our work ranges from homelessness services to social care, employment support to retirement living, and we need the best people on board to help us. Competitive pay & generous pension 28 days holidays plus bank holidays Flexible working options available Investment in your learning, personal development and technology A wide range of benefits Diversity and Inclusion at Riverside We are inclusive. At Riverside, we value diversity in all its forms. We foster a workplace where all individuals are respected, empowered, and heard. Our commitment to inclusivity drives our success and enriches the lives of our customers and colleagues. Riverside is a Disability Confident Employer and operates a Guaranteed Interview Scheme for any applicant who declares they have a disability. If the applicant meets the minimum requirements for the role (as set out in the role profile and/or person specification) they will be guaranteed an interview. Role Profile Support the scheduling of operative and sub-contract resource to ensure effective resource management, delivery of a customer focused repairs service and that performance targets are met / achieved. Ensure IT systems are operated effectively, operatives are using and updating their PDAs appropriately and schedule of rate codes are inputted correctly. Ensure repairs are monitored and updated on an ongoing basis in relation to job status, including jobs raised booked within target time, cancelled works orders, repairs without appointments, overdue jobs and all follow on jobs are actioned by the end of each day. Ensure the customer experience is central to all activities by adopting a professional manner when communicating with service users, clients, and both internal/external stakeholders This includes but is not limited to appearance, company ID, maintaining a high standard of Health & Safety requirements. A key person communicating between the resident and maintenance worker regarding ongoing work/s where required and liaison with colleagues to ensure accurate & timely information provided. Work with all team members including, administrators, operatives, supervisors and subcontractors to ensure an efficient and productive service is delivered to service users and client and to support the attainment and maintenance of high levels of satisfaction with performance delivery in accordance with agreed standard operating procedures. Follow and support policies, procedures, initiatives and work instructions at all times and keep all supplied company assets in a good condition in line with the company policies and report to your Manager where damages occur. Provide back up to all other planners, covering any absences and attend informal and formal company & client meetings and training sessions as required. The primary reporting line is to the works scheduler team leader; however, the job role will include a close working relationship with other Riverside Property Services staff. This role requires a person with the ability to communicate at all levels with other parts of the Riverside Group, residents, and Riverside Property Services staff. Assist with the delivery of day-to-day service so as to maximise contract performance against KPI's, minimise default notices and penalties and to ensure high levels of customer service so as to achieve contract value. Assist in the control the costs of such items as man hours, equipment, vehicles, stock and tools, thus minimising wastage, and avoidable expenditure. Gain appropriate sign off for expenditure and Identify cost effective service delivery options to reduce cost. The jobholder will liaise with the Riverside Group and its agents, Riverside Property Services staff, operatives, sub-contractors. May occasionally oversee work of an apprentice and work as part of a team or alone. Working with some vulnerable service users / groups. Managing expectations of client and service users. Effective management of operative diaries and resource. Correct priority target assigned to work. Person specification Essential Educated to GCSE (or equivalent) in English & Maths. Experience of working in a pressurised environment and dealing with challenging situations. Good time management, planning & organisational skills. Good on computerised systems. Good written, verbal, questioning & interpersonal skills. Strong customer experience ethos. Able to work alone or as part of team, demonstrates company values e.g. customer first. Desirable Team working Communication skills Organisational skills Decision making and problem solving. Negotiating skills People Management
Apr 23, 2026
Full time
Job Title: Property Services Planner/Scheduler Contract Type: Permanent Salary: £34,282.13 Per Annum Working Hours: 35 Hours per week Working Pattern: Monday - Friday, Hybrid Location: Camden, London The difference you will make as a Property Services Planner/Scheduler As a Planner you will form part of a local repairs team which ensures that works orders are scheduled through the In-house appointments system, repairs works are allocated to trade operatives and all works are carried out with minimal average turnaround time. About you Educated to GCSE (or equivalent) in English & Maths. Experience of working in a pressurised environment and dealing with challenging situations. Good time management, planning & organisational skills. Good on computerised systems. Why Riverside? At Riverside, we're a housing association with a difference - enhancing the everyday for all our customers. For 90 years, we've been revitalising neighbourhoods and supporting communities by providing the homes they need to live full, fulfilling and rewarding lives. We have a portfolio of over 75,000 affordable residential and retirement homes across the UK. Our work ranges from homelessness services to social care, employment support to retirement living, and we need the best people on board to help us. Competitive pay & generous pension 28 days holidays plus bank holidays Flexible working options available Investment in your learning, personal development and technology A wide range of benefits Diversity and Inclusion at Riverside We are inclusive. At Riverside, we value diversity in all its forms. We foster a workplace where all individuals are respected, empowered, and heard. Our commitment to inclusivity drives our success and enriches the lives of our customers and colleagues. Riverside is a Disability Confident Employer and operates a Guaranteed Interview Scheme for any applicant who declares they have a disability. If the applicant meets the minimum requirements for the role (as set out in the role profile and/or person specification) they will be guaranteed an interview. Role Profile Support the scheduling of operative and sub-contract resource to ensure effective resource management, delivery of a customer focused repairs service and that performance targets are met / achieved. Ensure IT systems are operated effectively, operatives are using and updating their PDAs appropriately and schedule of rate codes are inputted correctly. Ensure repairs are monitored and updated on an ongoing basis in relation to job status, including jobs raised booked within target time, cancelled works orders, repairs without appointments, overdue jobs and all follow on jobs are actioned by the end of each day. Ensure the customer experience is central to all activities by adopting a professional manner when communicating with service users, clients, and both internal/external stakeholders This includes but is not limited to appearance, company ID, maintaining a high standard of Health & Safety requirements. A key person communicating between the resident and maintenance worker regarding ongoing work/s where required and liaison with colleagues to ensure accurate & timely information provided. Work with all team members including, administrators, operatives, supervisors and subcontractors to ensure an efficient and productive service is delivered to service users and client and to support the attainment and maintenance of high levels of satisfaction with performance delivery in accordance with agreed standard operating procedures. Follow and support policies, procedures, initiatives and work instructions at all times and keep all supplied company assets in a good condition in line with the company policies and report to your Manager where damages occur. Provide back up to all other planners, covering any absences and attend informal and formal company & client meetings and training sessions as required. The primary reporting line is to the works scheduler team leader; however, the job role will include a close working relationship with other Riverside Property Services staff. This role requires a person with the ability to communicate at all levels with other parts of the Riverside Group, residents, and Riverside Property Services staff. Assist with the delivery of day-to-day service so as to maximise contract performance against KPI's, minimise default notices and penalties and to ensure high levels of customer service so as to achieve contract value. Assist in the control the costs of such items as man hours, equipment, vehicles, stock and tools, thus minimising wastage, and avoidable expenditure. Gain appropriate sign off for expenditure and Identify cost effective service delivery options to reduce cost. The jobholder will liaise with the Riverside Group and its agents, Riverside Property Services staff, operatives, sub-contractors. May occasionally oversee work of an apprentice and work as part of a team or alone. Working with some vulnerable service users / groups. Managing expectations of client and service users. Effective management of operative diaries and resource. Correct priority target assigned to work. Person specification Essential Educated to GCSE (or equivalent) in English & Maths. Experience of working in a pressurised environment and dealing with challenging situations. Good time management, planning & organisational skills. Good on computerised systems. Good written, verbal, questioning & interpersonal skills. Strong customer experience ethos. Able to work alone or as part of team, demonstrates company values e.g. customer first. Desirable Team working Communication skills Organisational skills Decision making and problem solving. Negotiating skills People Management
St. James's Place Wealth Management
West Bridgford, Nottinghamshire
Trainee Financial Services Administrator Hours Full Time, 8.30am - 4.30pm Monday - Friday Location West Bridgford, Nottingham (NG2) Salary £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 23, 2026
Full time
Trainee Financial Services Administrator Hours Full Time, 8.30am - 4.30pm Monday - Friday Location West Bridgford, Nottingham (NG2) Salary £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. 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.
