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Wolviston Management Services
Administrator
Wolviston Management Services
Administrator Location: Greatham, Teesside Client: Tioxide Provide professional administrative support at a major manufacturing site Tioxide is recruiting for an Administrator to join the EHSQ & Technical team at Greatham. This is a varied and important site-based role where you will provide a confidential, professional and efficient administrative service across the site. You will support front-of-house activity, contractor and employee inductions, SAP administration, monthly reporting, site communications, medical provision, PPE contract support and wider EHSQ administration. You will work with colleagues across the site, external organisations, visitors and contractors, so this role would suit someone who enjoys variety, takes pride in accuracy and can balance multiple priorities in a busy environment. What you ll be doing You will: Carry out front-of-house reception and administrative duties, including visitor bookings, telephone enquiries, post, travel and accommodation. Respond quickly and professionally to internal and external enquiries. Manage the induction process for employees and contractors, including producing and issuing access cards. Process SAP purchase requisitions and service entry sheets, and help resolve parked document issues. Complete and validate monthly contractor valuations. Maintain office systems, documentation and records in line with document retention policies. Create and distribute documentation for site communications. Support internal and external functions, including booking venues, catering and transport. Manage monthly EHS KPI reporting. Organise employee medical provision visits to required timescales. Manage the site PPE/overalls contract. Ensure top-level EHS documents, including site charters and policies, are reviewed and renewed when required. Provide proactive administrative support where needed across the site. Support a positive, values-led culture focused on professionalism, confidentiality, safety and high standards. Candidate requirements We welcome applications from people who have: NVQ Level 2 in Business Administration, or equivalent knowledge. Experience in an administrative, site support, reception, EHSQ, technical or manufacturing support role. Good working knowledge of Microsoft Office applications. Experience using SAP, or the willingness and ability to develop this. The ability to manage multiple tasks and coordinate activity across different teams. Strong customer focus and clear communication skills. Good attention to detail, organisation and follow-through. Confidence handling sensitive information with confidentiality. A practical, flexible and collaborative approach. A commitment to safe working, inclusion, professionalism and values-led behaviours. We know people gain skills in different ways. You do not need to meet every point above to apply. If this role interests you and you believe you could make a positive contribution, we would welcome your application. Why join Tioxide? Join Tioxide in a varied site administration role where your organisation, communication and attention to detail will help support the smooth running of a major Teesside manufacturing site. You will work with a wide range of colleagues and stakeholders, making a visible contribution to site operations, EHSQ support and employee experience. Diversity and inclusion Tioxide is committed to building a diverse and inclusive workplace where everyone feels respected, valued and able to contribute. We welcome applications from people of all backgrounds, identities and experiences, including people from groups currently under-represented in manufacturing, EHSQ, technical and site support roles. Tioxide and Wolviston Management Services are happy to discuss reasonable adjustments at any stage of the recruitment process.
Apr 29, 2026
Full time
Administrator Location: Greatham, Teesside Client: Tioxide Provide professional administrative support at a major manufacturing site Tioxide is recruiting for an Administrator to join the EHSQ & Technical team at Greatham. This is a varied and important site-based role where you will provide a confidential, professional and efficient administrative service across the site. You will support front-of-house activity, contractor and employee inductions, SAP administration, monthly reporting, site communications, medical provision, PPE contract support and wider EHSQ administration. You will work with colleagues across the site, external organisations, visitors and contractors, so this role would suit someone who enjoys variety, takes pride in accuracy and can balance multiple priorities in a busy environment. What you ll be doing You will: Carry out front-of-house reception and administrative duties, including visitor bookings, telephone enquiries, post, travel and accommodation. Respond quickly and professionally to internal and external enquiries. Manage the induction process for employees and contractors, including producing and issuing access cards. Process SAP purchase requisitions and service entry sheets, and help resolve parked document issues. Complete and validate monthly contractor valuations. Maintain office systems, documentation and records in line with document retention policies. Create and distribute documentation for site communications. Support internal and external functions, including booking venues, catering and transport. Manage monthly EHS KPI reporting. Organise employee medical provision visits to required timescales. Manage the site PPE/overalls contract. Ensure top-level EHS documents, including site charters and policies, are reviewed and renewed when required. Provide proactive administrative support where needed across the site. Support a positive, values-led culture focused on professionalism, confidentiality, safety and high standards. Candidate requirements We welcome applications from people who have: NVQ Level 2 in Business Administration, or equivalent knowledge. Experience in an administrative, site support, reception, EHSQ, technical or manufacturing support role. Good working knowledge of Microsoft Office applications. Experience using SAP, or the willingness and ability to develop this. The ability to manage multiple tasks and coordinate activity across different teams. Strong customer focus and clear communication skills. Good attention to detail, organisation and follow-through. Confidence handling sensitive information with confidentiality. A practical, flexible and collaborative approach. A commitment to safe working, inclusion, professionalism and values-led behaviours. We know people gain skills in different ways. You do not need to meet every point above to apply. If this role interests you and you believe you could make a positive contribution, we would welcome your application. Why join Tioxide? Join Tioxide in a varied site administration role where your organisation, communication and attention to detail will help support the smooth running of a major Teesside manufacturing site. You will work with a wide range of colleagues and stakeholders, making a visible contribution to site operations, EHSQ support and employee experience. Diversity and inclusion Tioxide is committed to building a diverse and inclusive workplace where everyone feels respected, valued and able to contribute. We welcome applications from people of all backgrounds, identities and experiences, including people from groups currently under-represented in manufacturing, EHSQ, technical and site support roles. Tioxide and Wolviston Management Services are happy to discuss reasonable adjustments at any stage of the recruitment process.
St. James's Place Wealth Management
Wealth Management Administrator
St. James's Place Wealth Management City, London
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.
SR2
Defined Benefits Pensions Business Analyst
SR2
Defined Benefits Pensions Business Analyst We are looking for an experienced Defined Benefits Pensions Business Analyst to support a pensions administrator through the discovery phase of a planned migration onto IntelliPen , the pensions administration platform provided by Procentia . This is likely to be an initial 3-month engagement , focused on understanding the client's current DB pensions administration environment, capturing operational and product requirements, assessing migration readiness, and helping shape the approach for a future platform migration. The role would suit someone with deep Defined Benefits pensions knowledge, strong business analysis capability, and prior experience supporting pensions administration platform change. Key Responsibilities Lead business analysis activity during the discovery phase of a DB pensions administration platform migration. Work with pensions administrators, operations teams, SMEs and technology stakeholders to understand current-state processes, data, controls and pain points. Capture and document product, operational, functional and non-functional requirements for DB scheme administration. Support analysis of how existing DB administration processes will map onto IntelliPen or a comparable pensions administration platform. Produce clear discovery outputs including process maps, requirements documentation, stakeholder summaries, RAID inputs and recommendations. Act as a credible bridge between pensions operations, business users and technical delivery teams. Essential Experience Strong experience working with Defined Benefits pension schemes at both product and operational administration level. Proven business analysis experience within pensions administration, platform change or operational transformation environments. Experience supporting or delivering pensions administration platform migrations , ideally involving DB schemes. Understanding of DB scheme administration processes, including member records, calculations, workflows, case management, reporting, controls and regulatory considerations. Ability to engage with pensions SMEs, administrators, business users and senior stakeholders. Desirable Experience Hands-on experience with IntelliPen / Procentia .
Apr 29, 2026
Contractor
Defined Benefits Pensions Business Analyst We are looking for an experienced Defined Benefits Pensions Business Analyst to support a pensions administrator through the discovery phase of a planned migration onto IntelliPen , the pensions administration platform provided by Procentia . This is likely to be an initial 3-month engagement , focused on understanding the client's current DB pensions administration environment, capturing operational and product requirements, assessing migration readiness, and helping shape the approach for a future platform migration. The role would suit someone with deep Defined Benefits pensions knowledge, strong business analysis capability, and prior experience supporting pensions administration platform change. Key Responsibilities Lead business analysis activity during the discovery phase of a DB pensions administration platform migration. Work with pensions administrators, operations teams, SMEs and technology stakeholders to understand current-state processes, data, controls and pain points. Capture and document product, operational, functional and non-functional requirements for DB scheme administration. Support analysis of how existing DB administration processes will map onto IntelliPen or a comparable pensions administration platform. Produce clear discovery outputs including process maps, requirements documentation, stakeholder summaries, RAID inputs and recommendations. Act as a credible bridge between pensions operations, business users and technical delivery teams. Essential Experience Strong experience working with Defined Benefits pension schemes at both product and operational administration level. Proven business analysis experience within pensions administration, platform change or operational transformation environments. Experience supporting or delivering pensions administration platform migrations , ideally involving DB schemes. Understanding of DB scheme administration processes, including member records, calculations, workflows, case management, reporting, controls and regulatory considerations. Ability to engage with pensions SMEs, administrators, business users and senior stakeholders. Desirable Experience Hands-on experience with IntelliPen / Procentia .
Mission 4 Recruitment
Administrator
Mission 4 Recruitment Welwyn Garden City, Hertfordshire
Location: Welwyn Garden City, AL7 Salary: 28,000 Working Hours: Monday- Friday (9am-5pm) Job Code: MJ2243 Administrator Our client is a leading provider of business telecoms and digital solutions, known for their high standards of service and a strong reputation within the corporate sector. They are looking for an efficient and well-organized person to join their friendly, supportive team as a Client Liaison & Tech Support Executive. This role is perfect for someone who loves the latest technology. Whether you already have technical experience or just a strong willingness to learn, you will be trained to provide 1st and 2nd line support to business clients. As a Customer Service Administrator, you will be at the heart of the team, balancing technical help with essential office administration. If you have an excellent telephone manner, great attention to detail, and want to work for a company that truly values its customers, this is the perfect opportunity for you. Key Responsibilities: Supporting corporate clients with a variety of mobile and fixed-line enquiries via phone and email. Liaising with network providers to troubleshoot and resolve technical issues. Managing supplier relationships to obtain quotes and handle general enquiries. Processing new orders and contracts for mobile and fixed-line services. Assisting the sales team with administrative support and client coordination. Handling general office administration, including keeping internal databases accurate and up to date. Creating monthly and custom client reports using Excel. The successful candidate will have: A background in office-based customer service, with a track record of supporting clients effectively. High standards of accuracy and a friendly, professional manner when handling phone calls. The ability to tackle tricky problems and use their initiative to find creative solutions. Confidence using IT systems, particularly the main Microsoft Office programs (Word, Excel, and Outlook). Technical experience or a strong willingness to learn, as you will be trained to provide technical support. Benefits: 20 days annual leave + Bank holidays, rising to 25 days after completion of your first year Employee Benefits portal Free on-site parking Company pension Company performance bonus Personal development opportunities Due to the high volume of interest we receive for each vacancy, we are only able to contact shortlisted candidates. If you have not heard from our team within 7 days, please consider your application unsuccessful. Please refrain from calling the office to check the status of your application or to discuss the role; this allows us to dedicate our time to the shortlisting process. We will retain your CV on file for future opportunities that may be a match for your skills and experience.
Apr 29, 2026
Full time
Location: Welwyn Garden City, AL7 Salary: 28,000 Working Hours: Monday- Friday (9am-5pm) Job Code: MJ2243 Administrator Our client is a leading provider of business telecoms and digital solutions, known for their high standards of service and a strong reputation within the corporate sector. They are looking for an efficient and well-organized person to join their friendly, supportive team as a Client Liaison & Tech Support Executive. This role is perfect for someone who loves the latest technology. Whether you already have technical experience or just a strong willingness to learn, you will be trained to provide 1st and 2nd line support to business clients. As a Customer Service Administrator, you will be at the heart of the team, balancing technical help with essential office administration. If you have an excellent telephone manner, great attention to detail, and want to work for a company that truly values its customers, this is the perfect opportunity for you. Key Responsibilities: Supporting corporate clients with a variety of mobile and fixed-line enquiries via phone and email. Liaising with network providers to troubleshoot and resolve technical issues. Managing supplier relationships to obtain quotes and handle general enquiries. Processing new orders and contracts for mobile and fixed-line services. Assisting the sales team with administrative support and client coordination. Handling general office administration, including keeping internal databases accurate and up to date. Creating monthly and custom client reports using Excel. The successful candidate will have: A background in office-based customer service, with a track record of supporting clients effectively. High standards of accuracy and a friendly, professional manner when handling phone calls. The ability to tackle tricky problems and use their initiative to find creative solutions. Confidence using IT systems, particularly the main Microsoft Office programs (Word, Excel, and Outlook). Technical experience or a strong willingness to learn, as you will be trained to provide technical support. Benefits: 20 days annual leave + Bank holidays, rising to 25 days after completion of your first year Employee Benefits portal Free on-site parking Company pension Company performance bonus Personal development opportunities Due to the high volume of interest we receive for each vacancy, we are only able to contact shortlisted candidates. If you have not heard from our team within 7 days, please consider your application unsuccessful. Please refrain from calling the office to check the status of your application or to discuss the role; this allows us to dedicate our time to the shortlisting process. We will retain your CV on file for future opportunities that may be a match for your skills and experience.
Escape
Trainee Document Control Administrator
Escape Kilsyth, Lanarkshire
Flexible Working Hours Available Hybrid Working Available After Training Period Escape Recruitment is supporting a well established business in the Kilsyth area to recruit a Trainee Document Control Administrator to join their team on a permanent basis. This is a fantastic opportunity for someone who is looking to develop a long term career within a supportive environment. This role will suit someone who enjoys dealing with data, systems, documents and working to high standards within a technical engineering environment. What You'll Be Doing Maintain and update quality system in line with regulations and customer standards Document control including updating documents and deleting obsolete documents Create documents and certificates. Assist with the administration of internal audits Prepare documentation for internal, customer and third party audits Maintain organised electronic and hard copy filing systems Input and manage data within the databases Collate data for weekly and monthly reporting Assist with maintaining up to date material and product specifications in the database Liaise with internal departments Provide general administrative support as required to the Quality team About You Experience in an administration, document control, quality administration or compliance focused role would be highly advantageous but not essential Recent school leavers or graduates looking to gain more experience are welcome to apply Strong attention to detail and organisational skills Confident IT skills including Microsoft Office - Word, Excel and Outlook Good written and verbal communication skills
Apr 29, 2026
Full time
Flexible Working Hours Available Hybrid Working Available After Training Period Escape Recruitment is supporting a well established business in the Kilsyth area to recruit a Trainee Document Control Administrator to join their team on a permanent basis. This is a fantastic opportunity for someone who is looking to develop a long term career within a supportive environment. This role will suit someone who enjoys dealing with data, systems, documents and working to high standards within a technical engineering environment. What You'll Be Doing Maintain and update quality system in line with regulations and customer standards Document control including updating documents and deleting obsolete documents Create documents and certificates. Assist with the administration of internal audits Prepare documentation for internal, customer and third party audits Maintain organised electronic and hard copy filing systems Input and manage data within the databases Collate data for weekly and monthly reporting Assist with maintaining up to date material and product specifications in the database Liaise with internal departments Provide general administrative support as required to the Quality team About You Experience in an administration, document control, quality administration or compliance focused role would be highly advantageous but not essential Recent school leavers or graduates looking to gain more experience are welcome to apply Strong attention to detail and organisational skills Confident IT skills including Microsoft Office - Word, Excel and Outlook Good written and verbal communication skills
Product Management - Private markets, Charles River Development, Assistant Vice President
CFA Institute
ROLE OVERVIEW The AVP of Product Management, Private Markets is a versatile and entrepreneurial product leader responsible for cross-cutting platform capabilities that serve multiple private markets asset classes - including private equity, private credit, real assets, and multi-strategy funds. This individual owns product areas that span the horizontal layers of our platform: data infrastructure, fund analytics, cross-asset reporting, workflow automation, and emerging capabilities such as AI-assisted due diligence and document intelligence. The AVP will operate at the intersection of investment operations, technology, and business strategy, making this an ideal role for a product manager who thrives in a fast-moving, high-complexity environment and can hold multiple stakeholder needs in tension while delivering elegant, scalable solutions. KEY RESPONSIBILITIES Define and deliver the roadmap for horizontal platform capabilities serving all private markets asset classes - including core data services, cross-fund analytics, workflow automation, and API infrastructure. Lead initiatives in AI/ML-enabled product features, including document extraction (e.g., fund documents, LP agreements, investment memos), NLP-powered search, and intelligent alert systems. Own the investor data model and taxonomy - defining how fund, deal, asset, and investor-level entities relate across the platform and ensuring consistency across reporting modules. Partner with investment operations, middle-office, and technology teams to identify and eliminate high-friction manual workflows through automation and smart product design. Manage integrations with third-party data providers, fund administrators, custodians, and market data platforms to ensure data completeness and latency standards are met. Drive the development of cross-asset portfolio analytics, including exposure analysis, concentration risk, vintage diversification, and performance attribution across fund vintages. Develop and maintain a deep understanding of the competitive landscape, including enterprise vendors, point solutions, and emerging AI-native platforms. Lead agile ceremonies, manage a prioritized backlog, and ensure timely delivery of product increments across engineering squads. Define and own product success metrics; build dashboards to track adoption, data quality, operational efficiency, and business impact. Support the Head of Product and VP-level leadership in strategic planning, OKR development, and cross-functional alignment. REQUIRED QUALIFICATIONS 8+ years of experience in product management within financial services, fintech, or enterprise software - with meaningful exposure to private markets or asset management. Solid understanding of private markets operations across multiple asset classes, including fund structures, capital deployment workflows, valuation processes, and investor reporting cycles. Demonstrated experience owning platform-level or infrastructure product workstreams with high technical complexity. Familiarity with data architecture concepts: data modeling, ETL pipelines, API design, and event-driven systems. Experience with agile development methodologies; strong proficiency with product management tools (Jira, Confluence, Productboard, or similar). Exceptional analytical, communication, and problem-solving skills. Proven ability to operate autonomously and drive results in a cross-functional environment. Bachelor's degree required; MBA, CFA, or technical graduate degree preferred. PREFERRED QUALIFICATIONS Experience building or scaling AI/ML-powered product features - particularly in document processing, NLP, or predictive analytics. Familiarity with private markets technology stack and leading vendor solutions (Allvue, Efront, Dynamo, iLEVEL, Juniper Square, Canoe). Exposure to fund administration workflows, including capital calls, distributions, NAV calculations, and waterfall modeling. Knowledge of data governance, master data management, and financial data quality frameworks. Experience with API-first product design and developer experience (DX) programs. CORE COMPETENCIES Platform Thinking - able to design scalable, reusable product capabilities that serve multiple business lines and use cases. Technical Acumen - comfortable engaging engineers at a meaningful level on architecture, data modeling, and integration design. Intellectual Curiosity - continuously seeks to deepen understanding of private markets operations and emerging technology trends. Influence Without Authority - builds strong relationships and drives alignment across a matrixed organization. Prioritization Under Ambiguity - comfortable making high-quality decisions with incomplete information in a fast-paced environment. Entrepreneurial Drive - treats the platform as a product to be grown and improved; proactive in identifying opportunities. Equal Opportunity Employer As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Apr 29, 2026
Full time
ROLE OVERVIEW The AVP of Product Management, Private Markets is a versatile and entrepreneurial product leader responsible for cross-cutting platform capabilities that serve multiple private markets asset classes - including private equity, private credit, real assets, and multi-strategy funds. This individual owns product areas that span the horizontal layers of our platform: data infrastructure, fund analytics, cross-asset reporting, workflow automation, and emerging capabilities such as AI-assisted due diligence and document intelligence. The AVP will operate at the intersection of investment operations, technology, and business strategy, making this an ideal role for a product manager who thrives in a fast-moving, high-complexity environment and can hold multiple stakeholder needs in tension while delivering elegant, scalable solutions. KEY RESPONSIBILITIES Define and deliver the roadmap for horizontal platform capabilities serving all private markets asset classes - including core data services, cross-fund analytics, workflow automation, and API infrastructure. Lead initiatives in AI/ML-enabled product features, including document extraction (e.g., fund documents, LP agreements, investment memos), NLP-powered search, and intelligent alert systems. Own the investor data model and taxonomy - defining how fund, deal, asset, and investor-level entities relate across the platform and ensuring consistency across reporting modules. Partner with investment operations, middle-office, and technology teams to identify and eliminate high-friction manual workflows through automation and smart product design. Manage integrations with third-party data providers, fund administrators, custodians, and market data platforms to ensure data completeness and latency standards are met. Drive the development of cross-asset portfolio analytics, including exposure analysis, concentration risk, vintage diversification, and performance attribution across fund vintages. Develop and maintain a deep understanding of the competitive landscape, including enterprise vendors, point solutions, and emerging AI-native platforms. Lead agile ceremonies, manage a prioritized backlog, and ensure timely delivery of product increments across engineering squads. Define and own product success metrics; build dashboards to track adoption, data quality, operational efficiency, and business impact. Support the Head of Product and VP-level leadership in strategic planning, OKR development, and cross-functional alignment. REQUIRED QUALIFICATIONS 8+ years of experience in product management within financial services, fintech, or enterprise software - with meaningful exposure to private markets or asset management. Solid understanding of private markets operations across multiple asset classes, including fund structures, capital deployment workflows, valuation processes, and investor reporting cycles. Demonstrated experience owning platform-level or infrastructure product workstreams with high technical complexity. Familiarity with data architecture concepts: data modeling, ETL pipelines, API design, and event-driven systems. Experience with agile development methodologies; strong proficiency with product management tools (Jira, Confluence, Productboard, or similar). Exceptional analytical, communication, and problem-solving skills. Proven ability to operate autonomously and drive results in a cross-functional environment. Bachelor's degree required; MBA, CFA, or technical graduate degree preferred. PREFERRED QUALIFICATIONS Experience building or scaling AI/ML-powered product features - particularly in document processing, NLP, or predictive analytics. Familiarity with private markets technology stack and leading vendor solutions (Allvue, Efront, Dynamo, iLEVEL, Juniper Square, Canoe). Exposure to fund administration workflows, including capital calls, distributions, NAV calculations, and waterfall modeling. Knowledge of data governance, master data management, and financial data quality frameworks. Experience with API-first product design and developer experience (DX) programs. CORE COMPETENCIES Platform Thinking - able to design scalable, reusable product capabilities that serve multiple business lines and use cases. Technical Acumen - comfortable engaging engineers at a meaningful level on architecture, data modeling, and integration design. Intellectual Curiosity - continuously seeks to deepen understanding of private markets operations and emerging technology trends. Influence Without Authority - builds strong relationships and drives alignment across a matrixed organization. Prioritization Under Ambiguity - comfortable making high-quality decisions with incomplete information in a fast-paced environment. Entrepreneurial Drive - treats the platform as a product to be grown and improved; proactive in identifying opportunities. Equal Opportunity Employer As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
St. James's Place Wealth Management
Client Services / Technical Administrator
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.
EC Recruitment Group
Building Surveyor - London (West End)
EC Recruitment Group
A respected London-based property consultancy is seeking a qualified Building Surveyor (MRICS) with minimum 2 years PQE to join their busy Building Surveying team to come in at either Senior or Associate level. Role overview You will work on a well-balanced portfolio, with around 20% of your time spent on pre-acquisition surveys of high-end residential properties valued between £2 million and £100 million. The majority of your workload will involve commercial work with a significant amount of occupier-side corporate projects, including fit-outs, dilapidations, and office relocations for blue-chip clients. Key responsibilities Conduct building surveys, pre-acquisition surveys, and due diligence reporting. Prepare and negotiate Schedules of Dilapidations. Produce Schedules of Condition and Reinstatement Cost Assessments. Deliver feasibility studies, defect diagnosis, and planned maintenance strategies. Oversee development monitoring for landlords, tenants, and funders. Act as Contract Administrator or Employer s Agent on refurbishment, fit-out, and new build projects. Manage occupier-side fit-outs and relocations (typically 5 000 sq ft). Coordinate with Project Management and Quantity Surveying teams. Provide technical and strategic advice to corporate occupier and high-end residential clients. Candidate profile MRICS-qualified Building Surveyor with 2 15 years PQE. Strong commercial surveying experience; some residential experience advantageous. Experience of dilapidations, pre-acquisition, and fit-out projects preferred. Excellent technical, reporting, and client management skills. Ability to manage projects independently within a multi-disciplinary team. Team & culture Join a London office with 120 staff and a 20-strong Project & Building Consultancy team. Work in a professional, collaborative environment servicing commercial, residential, and rural clients. Hybrid working model: typically three days in the office, two from home (site visits count as office days). Why apply? Competitive salary: £60,000 £85,000 depending on experience. Engage with high-profile corporate and residential clients. Be part of a company with a strategic growth plan, a flat structure, and a heritage of quality Benefit from strong leadership, ongoing investment in people and technology, and a partner-led culture. Click Apply or get in touch for a confidential conversation with Andrew Pearson at EC Property Recruitment. My contact number is (phone number removed) and you can find all my details on LinkedIn.
Apr 29, 2026
Full time
A respected London-based property consultancy is seeking a qualified Building Surveyor (MRICS) with minimum 2 years PQE to join their busy Building Surveying team to come in at either Senior or Associate level. Role overview You will work on a well-balanced portfolio, with around 20% of your time spent on pre-acquisition surveys of high-end residential properties valued between £2 million and £100 million. The majority of your workload will involve commercial work with a significant amount of occupier-side corporate projects, including fit-outs, dilapidations, and office relocations for blue-chip clients. Key responsibilities Conduct building surveys, pre-acquisition surveys, and due diligence reporting. Prepare and negotiate Schedules of Dilapidations. Produce Schedules of Condition and Reinstatement Cost Assessments. Deliver feasibility studies, defect diagnosis, and planned maintenance strategies. Oversee development monitoring for landlords, tenants, and funders. Act as Contract Administrator or Employer s Agent on refurbishment, fit-out, and new build projects. Manage occupier-side fit-outs and relocations (typically 5 000 sq ft). Coordinate with Project Management and Quantity Surveying teams. Provide technical and strategic advice to corporate occupier and high-end residential clients. Candidate profile MRICS-qualified Building Surveyor with 2 15 years PQE. Strong commercial surveying experience; some residential experience advantageous. Experience of dilapidations, pre-acquisition, and fit-out projects preferred. Excellent technical, reporting, and client management skills. Ability to manage projects independently within a multi-disciplinary team. Team & culture Join a London office with 120 staff and a 20-strong Project & Building Consultancy team. Work in a professional, collaborative environment servicing commercial, residential, and rural clients. Hybrid working model: typically three days in the office, two from home (site visits count as office days). Why apply? Competitive salary: £60,000 £85,000 depending on experience. Engage with high-profile corporate and residential clients. Be part of a company with a strategic growth plan, a flat structure, and a heritage of quality Benefit from strong leadership, ongoing investment in people and technology, and a partner-led culture. Click Apply or get in touch for a confidential conversation with Andrew Pearson at EC Property Recruitment. My contact number is (phone number removed) and you can find all my details on LinkedIn.
St. James's Place Wealth Management
Financial Services Administrator (Part-time)
St. James's Place Wealth Management Ilkley, Yorkshire
Financial Services Administrator (Part-time) Location Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice. The Role: Financial Services 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 Liaising with external Paraplanners to progress cases 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 contributions, along with preparing the review letter itself Tracking the Business Pipeline, providing regular updates to both Clients and Advisers. The Person: Financial Services Administrator: The ideal candidate will have: 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice Excellent customer service skills 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 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
Financial Services Administrator (Part-time) Location Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice. The Role: Financial Services 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 Liaising with external Paraplanners to progress cases 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 contributions, along with preparing the review letter itself Tracking the Business Pipeline, providing regular updates to both Clients and Advisers. The Person: Financial Services Administrator: The ideal candidate will have: 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice Excellent customer service skills 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 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.
Financial Planning Administrator
CV Elite Limited Bristol, Gloucestershire
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
Apr 29, 2026
Full time
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
ARM
Maintenance Administrator
ARM Carterton, Oxfordshire
Maintenance Administrator Contract up to February 2027 Based in Carterton, Brize Norton Offering 29.07ph Inside IR35 Do you have experience transferring asset management onto data systems MDS? Do you have experience of XML and Microsoft Access? Do you want to work with an industry-leading company? If your answer to these is yes, then this could be the role for you! As the Maintenance Administrator, you will be working alongside a market-leading Defence and Aerospace company who are constantly growing and developing. They are always looking to bring on new talents such as yourself and further develop your skills to enable you to grow within the company and industry. Due to the nature of the work you will be involved in, you will be required to obtain MOD Security Clearance to SC level. You will be involved in: Create component assets and link associated airworthiness data Accurately enter and update maintenance data into the digital system Review and verify maintenance records for completeness and accuracy Coordinate with maintenance technicians to ensure timely data entry Generate and distribute maintenance reports as required Assist in the development and maintenance of digital data entry procedures Perform regular audits of digital records to ensure compliance with regulatory requirements Manage tasks and projects as delegated by management Your skillset may include: Proficiency with data entry software and digital record-keeping systems Strong attention to detail and organisational skills Ability to work independently and as part of a team Excellent communication skills Manage tasks and projects effectively Previous experience in aircraft maintenance or aviation data management Familiarity with aviation regulations and compliance standards Advanced skills in Google Office Suite, particularly sheets If this all sounds like something you will be interested in then simply apply and we can discuss the opportunity further! Maintenance Administrator Contract up to February 2027 Based in Carterton, Brize Norton Offering 29.07ph Inside IR35 Disclaimer: This vacancy is being advertised by either Advanced Resource Managers Limited, Advanced Resource Managers IT Limited or Advanced Resource Managers Engineering Limited ("ARM"). ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission. Where the role is marked as Outside IR35 in the advertisement this is subject to receipt of a final Status Determination Statement from the end Client and may be subject to change.
Apr 29, 2026
Contractor
Maintenance Administrator Contract up to February 2027 Based in Carterton, Brize Norton Offering 29.07ph Inside IR35 Do you have experience transferring asset management onto data systems MDS? Do you have experience of XML and Microsoft Access? Do you want to work with an industry-leading company? If your answer to these is yes, then this could be the role for you! As the Maintenance Administrator, you will be working alongside a market-leading Defence and Aerospace company who are constantly growing and developing. They are always looking to bring on new talents such as yourself and further develop your skills to enable you to grow within the company and industry. Due to the nature of the work you will be involved in, you will be required to obtain MOD Security Clearance to SC level. You will be involved in: Create component assets and link associated airworthiness data Accurately enter and update maintenance data into the digital system Review and verify maintenance records for completeness and accuracy Coordinate with maintenance technicians to ensure timely data entry Generate and distribute maintenance reports as required Assist in the development and maintenance of digital data entry procedures Perform regular audits of digital records to ensure compliance with regulatory requirements Manage tasks and projects as delegated by management Your skillset may include: Proficiency with data entry software and digital record-keeping systems Strong attention to detail and organisational skills Ability to work independently and as part of a team Excellent communication skills Manage tasks and projects effectively Previous experience in aircraft maintenance or aviation data management Familiarity with aviation regulations and compliance standards Advanced skills in Google Office Suite, particularly sheets If this all sounds like something you will be interested in then simply apply and we can discuss the opportunity further! Maintenance Administrator Contract up to February 2027 Based in Carterton, Brize Norton Offering 29.07ph Inside IR35 Disclaimer: This vacancy is being advertised by either Advanced Resource Managers Limited, Advanced Resource Managers IT Limited or Advanced Resource Managers Engineering Limited ("ARM"). ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission. Where the role is marked as Outside IR35 in the advertisement this is subject to receipt of a final Status Determination Statement from the end Client and may be subject to change.
IPS Finance
Payroll
IPS Finance City, Leeds
Our client is seeking a detail-oriented Payroll Administrator to join their team and help deliver accurate, compliant payroll services to both staff and clients. Benefits Competitive salary Performance-related bonus Top Pension scheme Sports and social events Training and development opportunities Key Responsibilities of Payroll Administrator: Processing staff, director, and client payrolls (weekly, monthly, quarterly) in line with UK regulations. Managing statutory payments, deductions, Auto-Enrolment, RTI submissions, and third-party payments. Supporting payroll compliance, including P11Ds, P60s, PSA, and related reporting. Collaborating with Administration, HR, and Finance teams to ensure timely and accurate payments. Assisting with projects such as system upgrades and onboarding of new schemes. Helping maintain and improve payroll processes and controls. Escalating and resolving technical issues with relevant teams. Essential: Extensive experience in running high-volume payroll Up-to-date knowledge of UK payroll legislation. Ability to handle complex payroll queries Strong customer service and communication skills. Experience in process improvement, including documentation and problem-solving. Team player who thrives in a fast-paced environment. Positive, proactive, and adaptable attitude IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
Apr 29, 2026
Full time
Our client is seeking a detail-oriented Payroll Administrator to join their team and help deliver accurate, compliant payroll services to both staff and clients. Benefits Competitive salary Performance-related bonus Top Pension scheme Sports and social events Training and development opportunities Key Responsibilities of Payroll Administrator: Processing staff, director, and client payrolls (weekly, monthly, quarterly) in line with UK regulations. Managing statutory payments, deductions, Auto-Enrolment, RTI submissions, and third-party payments. Supporting payroll compliance, including P11Ds, P60s, PSA, and related reporting. Collaborating with Administration, HR, and Finance teams to ensure timely and accurate payments. Assisting with projects such as system upgrades and onboarding of new schemes. Helping maintain and improve payroll processes and controls. Escalating and resolving technical issues with relevant teams. Essential: Extensive experience in running high-volume payroll Up-to-date knowledge of UK payroll legislation. Ability to handle complex payroll queries Strong customer service and communication skills. Experience in process improvement, including documentation and problem-solving. Team player who thrives in a fast-paced environment. Positive, proactive, and adaptable attitude IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
S Guest Consultancy Services Ltd
Administrator
S Guest Consultancy Services Ltd Whittington, Worcestershire
We are currently looking for an Administrator to work in a busy office environment in the construction sector This is a temporary contract for 4-6 months Hours of work are 8.30am-4.30pm The role is to provide efficient administrative support to the Customer Care team, ensuring homeowners of new build properties receive a high standard of service. The role involves coordinating customer queries, managing records, and supporting the resolution of post-completion issues in a timely and professional manner. Key Responsibilities Act as the first point of contact for customer enquiries via phone, email, and online systems. Log and manage customer service requests, defects, and complaints accurately within internal systems. Coordinate with site teams, contractors, and suppliers to schedule inspections and remedial works. Monitor progress of reported issues and ensure timely follow-up and resolution. Maintain accurate and up-to-date customer records and property information. Prepare and issue correspondence, reports, and documentation as required. Support the Customer Care Manager with administrative tasks, reporting, and data analysis. Ensure compliance with company policies, procedures, and relevant warranty standards. Assist with customer satisfaction surveys and feedback tracking. Liaise with internal departments (e.g., construction, sales, and technical teams) to resolve customer issues efficiently. Key Skills and Experience Previous administrative experience, ideally within housing, construction, or property sectors. Strong organisational skills with the ability to manage multiple tasks and priorities. Excellent communication and customer service skills. High attention to detail and accuracy in data entry and record-keeping. Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems. Ability to work under pressure and meet deadlines. Problem-solving mindset with a proactive approach.
Apr 29, 2026
Seasonal
We are currently looking for an Administrator to work in a busy office environment in the construction sector This is a temporary contract for 4-6 months Hours of work are 8.30am-4.30pm The role is to provide efficient administrative support to the Customer Care team, ensuring homeowners of new build properties receive a high standard of service. The role involves coordinating customer queries, managing records, and supporting the resolution of post-completion issues in a timely and professional manner. Key Responsibilities Act as the first point of contact for customer enquiries via phone, email, and online systems. Log and manage customer service requests, defects, and complaints accurately within internal systems. Coordinate with site teams, contractors, and suppliers to schedule inspections and remedial works. Monitor progress of reported issues and ensure timely follow-up and resolution. Maintain accurate and up-to-date customer records and property information. Prepare and issue correspondence, reports, and documentation as required. Support the Customer Care Manager with administrative tasks, reporting, and data analysis. Ensure compliance with company policies, procedures, and relevant warranty standards. Assist with customer satisfaction surveys and feedback tracking. Liaise with internal departments (e.g., construction, sales, and technical teams) to resolve customer issues efficiently. Key Skills and Experience Previous administrative experience, ideally within housing, construction, or property sectors. Strong organisational skills with the ability to manage multiple tasks and priorities. Excellent communication and customer service skills. High attention to detail and accuracy in data entry and record-keeping. Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems. Ability to work under pressure and meet deadlines. Problem-solving mindset with a proactive approach.
Morris Sinclair Recruitment
Technical Senior SIPP Administrator
Morris Sinclair Recruitment
Technical Senior SIPP Administrator HMRC Reporting & Transition Support (Contract) Contract Details Contract Length: 6 months Rate: Competitive day rate (DOE) Location: Fully Remote (UK-based required) Overview We are supporting a growing financial services organisation seeking an experienced Senior SIPP Administrator to provide specialist support during a key operational period. This role combines hands-on SIPP administration, HMRC reporting expertise, and knowledge transfer responsibilities , making it ideal for a technically strong contractor who can deliver immediate impact while supporting long-term capability within the business. Role Purpose To deliver high-quality end-to-end SIPP administration across a complex portfolio, while taking ownership of HMRC reporting obligations, technical oversight, and structured handover to the internal team . Key Responsibilities SIPP Administration & Case Management Oversee full lifecycle administration of SIPPs, from onboarding through to ongoing servicing Process contributions, transfers (in/out), crystallisations, and benefit payments Manage drawdown activity, including pension payroll calculations Take ownership of complex, non-standard, and high-value cases Ensure all activities are completed accurately, efficiently, and in line with FCA and HMRC requirements HMRC Reporting & Tax Compliance Prepare and submit Event Reports , including benefit crystallisation and other reportable events Complete Accounting for Tax (AFT) returns , including calculation and reporting of scheme tax charges Manage and submit Relief at Source (RAS) claims within required timelines Complete and maintain Pension Scheme Returns (PSR) Monitor and report on lump sum allowances and post-LTA regulatory requirements Support reporting requirements for overseas transfers (QROPS) where applicable Ensure all HMRC submissions are accurate, timely, and compliant with current legislation Technical Oversight & Quality Assurance Act as a subject matter expert on SIPP regulation and pension tax rules Review and check work completed by team members to ensure accuracy and compliance Provide technical guidance on complex cases and regulatory interpretation Maintain up-to-date knowledge of pension legislation and HMRC changes Client & Stakeholder Management Liaise with clients, advisers, and third parties to resolve queries efficiently Maintain high service standards and clear communication across stakeholders Support resolution of complex or escalated issues Process Improvement Identify opportunities to improve operational efficiency and controls Assist in enhancing internal processes and documentation Support consistent delivery of high-quality administration across the team Knowledge Transfer & Transition Support (Key Focus) Train internal pensions team on SIPP processes, HMRC reporting, and best practices Document procedures, workflows, and technical requirements Support a structured handover of responsibilities to the permanent team Act as a subject matter expert during transition , ensuring continuity and confidence in ongoing administration Contribute to building a sustainable, scalable internal SIPP function Candidate Profile Essential 5+ years experience in SIPP administration (end-to-end lifecycle) Strong working knowledge of HMRC pension reporting (Event Reports, AFT, RAS, PSR) Proven experience handling complex pension cases independently Strong understanding of UK pension legislation and regulatory requirements High level of accuracy and attention to detail Ability to work autonomously in a remote environment Desirable Experience supporting team training, mentoring, or transitions Exposure to scheme implementations or internalisation of pension services Professional qualifications (CII, PMI, or equivalent) Why Apply? Immediate contract with a well-regarded organisation Fully remote High-impact role combining technical, operational, and strategic input Opportunity to shape and support a long-term internal pensions capability
Apr 29, 2026
Contractor
Technical Senior SIPP Administrator HMRC Reporting & Transition Support (Contract) Contract Details Contract Length: 6 months Rate: Competitive day rate (DOE) Location: Fully Remote (UK-based required) Overview We are supporting a growing financial services organisation seeking an experienced Senior SIPP Administrator to provide specialist support during a key operational period. This role combines hands-on SIPP administration, HMRC reporting expertise, and knowledge transfer responsibilities , making it ideal for a technically strong contractor who can deliver immediate impact while supporting long-term capability within the business. Role Purpose To deliver high-quality end-to-end SIPP administration across a complex portfolio, while taking ownership of HMRC reporting obligations, technical oversight, and structured handover to the internal team . Key Responsibilities SIPP Administration & Case Management Oversee full lifecycle administration of SIPPs, from onboarding through to ongoing servicing Process contributions, transfers (in/out), crystallisations, and benefit payments Manage drawdown activity, including pension payroll calculations Take ownership of complex, non-standard, and high-value cases Ensure all activities are completed accurately, efficiently, and in line with FCA and HMRC requirements HMRC Reporting & Tax Compliance Prepare and submit Event Reports , including benefit crystallisation and other reportable events Complete Accounting for Tax (AFT) returns , including calculation and reporting of scheme tax charges Manage and submit Relief at Source (RAS) claims within required timelines Complete and maintain Pension Scheme Returns (PSR) Monitor and report on lump sum allowances and post-LTA regulatory requirements Support reporting requirements for overseas transfers (QROPS) where applicable Ensure all HMRC submissions are accurate, timely, and compliant with current legislation Technical Oversight & Quality Assurance Act as a subject matter expert on SIPP regulation and pension tax rules Review and check work completed by team members to ensure accuracy and compliance Provide technical guidance on complex cases and regulatory interpretation Maintain up-to-date knowledge of pension legislation and HMRC changes Client & Stakeholder Management Liaise with clients, advisers, and third parties to resolve queries efficiently Maintain high service standards and clear communication across stakeholders Support resolution of complex or escalated issues Process Improvement Identify opportunities to improve operational efficiency and controls Assist in enhancing internal processes and documentation Support consistent delivery of high-quality administration across the team Knowledge Transfer & Transition Support (Key Focus) Train internal pensions team on SIPP processes, HMRC reporting, and best practices Document procedures, workflows, and technical requirements Support a structured handover of responsibilities to the permanent team Act as a subject matter expert during transition , ensuring continuity and confidence in ongoing administration Contribute to building a sustainable, scalable internal SIPP function Candidate Profile Essential 5+ years experience in SIPP administration (end-to-end lifecycle) Strong working knowledge of HMRC pension reporting (Event Reports, AFT, RAS, PSR) Proven experience handling complex pension cases independently Strong understanding of UK pension legislation and regulatory requirements High level of accuracy and attention to detail Ability to work autonomously in a remote environment Desirable Experience supporting team training, mentoring, or transitions Exposure to scheme implementations or internalisation of pension services Professional qualifications (CII, PMI, or equivalent) Why Apply? Immediate contract with a well-regarded organisation Fully remote High-impact role combining technical, operational, and strategic input Opportunity to shape and support a long-term internal pensions capability
Technical Administrator / QA Assistant
LCJ Ripon, Yorkshire
Technical Administrator - Ripon Select Foods - North Yorkshire Ripon Select Foods Ltd is a successful family-owned business manufacturing dried food ingredients used in many leading branded products. We take pride in our family feel within our business and aim to offer job satisfaction and security. This is an exciting opportunity to join a growing Company that's investing in its' future. We are looking for a dynamic and highly motivated individual to join our Quality team. About the Role As a Technical Administrator, you will play a critical role in a number of tasks within the technical team. You will need to have the ability to prioritise your workload, have a fine eye for detail and be a strong communicator both internally and with external customers/auditors. Key Responsibilities Generating and maintaining internal specifications, customer specifications and assisting in the maintenance of the supplier/raw materials records and database. Assisting the Technical Manager with the maintenance of the technical systems and procedures relating to BRCGS and other accreditations. Carrying out internal audits. Conducting traceability exercises (including mass balance) across product ranges. Assisting with customer complaints - investigation, logging, responses and monitoring. Assisting with external audits, customer visits and other technical tasks when required. About You A science-based qualification or previous experience in a similar role is a plus. Self-motivated, able to work both independently and collaboratively as part of a small team. Strong IT and administrative skills. Good data input and analysis skills. Benefits include a competitive salary, contributory pension scheme, and generous holiday allowance. To Apply: Please press the 'Apply' button, and shortlisted candidates will be contacted by Ripon Select Foods within 28 days. Thank you for your interest in the role. This may be of interest to people looking for jobs in the following: QA Technician, Quality Assistant, Technical Assistant, Technical Administrator, Quality Auditor, QA Technologist, QA Team Leader, Raw Materials Quality Controller, Technical Assistant, QC, Quality Control, Food, Drinks, Manufacturing, FMCG, Manufacturing
Apr 29, 2026
Full time
Technical Administrator - Ripon Select Foods - North Yorkshire Ripon Select Foods Ltd is a successful family-owned business manufacturing dried food ingredients used in many leading branded products. We take pride in our family feel within our business and aim to offer job satisfaction and security. This is an exciting opportunity to join a growing Company that's investing in its' future. We are looking for a dynamic and highly motivated individual to join our Quality team. About the Role As a Technical Administrator, you will play a critical role in a number of tasks within the technical team. You will need to have the ability to prioritise your workload, have a fine eye for detail and be a strong communicator both internally and with external customers/auditors. Key Responsibilities Generating and maintaining internal specifications, customer specifications and assisting in the maintenance of the supplier/raw materials records and database. Assisting the Technical Manager with the maintenance of the technical systems and procedures relating to BRCGS and other accreditations. Carrying out internal audits. Conducting traceability exercises (including mass balance) across product ranges. Assisting with customer complaints - investigation, logging, responses and monitoring. Assisting with external audits, customer visits and other technical tasks when required. About You A science-based qualification or previous experience in a similar role is a plus. Self-motivated, able to work both independently and collaboratively as part of a small team. Strong IT and administrative skills. Good data input and analysis skills. Benefits include a competitive salary, contributory pension scheme, and generous holiday allowance. To Apply: Please press the 'Apply' button, and shortlisted candidates will be contacted by Ripon Select Foods within 28 days. Thank you for your interest in the role. This may be of interest to people looking for jobs in the following: QA Technician, Quality Assistant, Technical Assistant, Technical Administrator, Quality Auditor, QA Technologist, QA Team Leader, Raw Materials Quality Controller, Technical Assistant, QC, Quality Control, Food, Drinks, Manufacturing, FMCG, Manufacturing
Gem Partnership
Temporary Administrator
Gem Partnership Cattal, Yorkshire
Our client in Tockwith, York is looking to recruit a temporary administrator to assist their Technical Manager in their role. The temporary administrator will help ensure product compliance, quality assurance, and accurate technical documentation by undertaking typical clerical support duties such as note-taking, filing, data entry, maintaining records and managing correspondence. Requirements: Strong IT skills, particularly Excel. Excellent attention to detail and ability to manage multiple tasks. Proactive, logical thinker with strong critical thinking skills. Team player who takes responsibility and works collaboratively. Applicants must also have their own means of transport and have ideally worked in a food manufacturing environment previously. This vacancy is being advertised on behalf of Gem Partnership Ltd who are trading as a recruitment agency. To stay safe in your job search we recommend that you visit JobsAware, a non-profit, joint industry and law enforcement organisation working to combat job scams. Visit the JobsAware website to get free, expert advice for a safer job search. Due to the high volume of applications we receive, we are unable to contact every candidate individually. If you do not hear from us within 7 days of submitting your application, please assume that you have not been shortlisted on this occasion. We are committed to fair, consistent, and inclusive recruitment practices, and all applications are reviewed in line with relevant employment legislation and our equal opportunities principles.
Apr 29, 2026
Seasonal
Our client in Tockwith, York is looking to recruit a temporary administrator to assist their Technical Manager in their role. The temporary administrator will help ensure product compliance, quality assurance, and accurate technical documentation by undertaking typical clerical support duties such as note-taking, filing, data entry, maintaining records and managing correspondence. Requirements: Strong IT skills, particularly Excel. Excellent attention to detail and ability to manage multiple tasks. Proactive, logical thinker with strong critical thinking skills. Team player who takes responsibility and works collaboratively. Applicants must also have their own means of transport and have ideally worked in a food manufacturing environment previously. This vacancy is being advertised on behalf of Gem Partnership Ltd who are trading as a recruitment agency. To stay safe in your job search we recommend that you visit JobsAware, a non-profit, joint industry and law enforcement organisation working to combat job scams. Visit the JobsAware website to get free, expert advice for a safer job search. Due to the high volume of applications we receive, we are unable to contact every candidate individually. If you do not hear from us within 7 days of submitting your application, please assume that you have not been shortlisted on this occasion. We are committed to fair, consistent, and inclusive recruitment practices, and all applications are reviewed in line with relevant employment legislation and our equal opportunities principles.
Storrar Cowdry Solicitors
Legal Clerk / Legal PA
Storrar Cowdry Solicitors Chester, Cheshire
Job Title: Legal Clerk / Legal PA Location: Chester City Centre Salary: 27,500 per annum plus (FTE) Job Type: Permanent, Part Time, 30 Hours Per Week, 4 or 5 Days per week (Shorter Working Day over 5 Days) About us: Storrar Cowdry Solicitors are an established legal practice situated in a Chester City centre office since 1983. We offer a full range of legal services to individuals and businesses. About the role: In this position, you will not just be pushing paper, but dealing directly with clients in the management of the finances for vulnerable clients and their families. This will mean liaising with our Accounts Department and the Senior Solicitor, and working alongside a very experienced part time P.A. who will provide you with any training you will require for the role. You will be speaking with accountants and preparing Reports as they will deal with all tax issues. Key Responsibilities Financial oversight: Co ordinating with accountants for tax returns and assisting in the preparation of annual trust accounts. Reconciling bank accounts with the Accounts Team on a monthly basis. Monitoring bank balances and requesting funds from brokers when required for the client. Client Liaison: Acting as a primary point of contact for the client, beneficiaries and financial advisor. Arranging any additional support for those with carers at home or in a care home e.g.: property repairs required, monthly payments, house insurance Other Matters: Arranging annual review meetings for Trustees, Deputies and Attorneys with the Independent Financial Advisor, attending those meetings with the solicitor Liaising with Trust Accountant to ensure compliance and reporting to HMRC with Personal and Trust Tax Returns Maintaining Spreadsheets in respect of Tax Liabilities and ensuring any payments are paid on 31 July and January each year Maintaining spreadsheet in respect of accountant's annual charges Monitoring client's bank balances and requesting funds from Brokers when required About you: We are looking for someone who balances technical precision with excellent "people skills." Essential Skills and Experience: Experience: At least 1-2 years of experience in a Private Client or Trust environment (preferred) - Legal or Accountancy firm. Technically Savvy: Familiarity with MS Word, Excel and emails Organised: Juggle deadlines without breaking a sweat Communication: Ability to explain processes to clients with empathy and clarity Why join us? Professional Growth: We actively support STEP qualifications and provide a clear path for career progression. Culture: A collaborative, inclusive environment where your contribution is visible and valued. Benefits: Competitive salary with bonus structure and a wellness package. If you think you would be a good fit, I would love to hear from you. Please click APPLY below and tell me about yourself and any experience in the legal or accountancy sectors Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with experience of; Legal Assistant, Legal Secretary, PA, Legal Typist, Typist, Legal PA, Secretary, Legal Administrator, Legal Office Support, Legal Assistant, Legal Business Support, Fee Earner Support, Customer Service Administrator, Customer Service, Administrator may also be considered for this role.
Apr 29, 2026
Full time
Job Title: Legal Clerk / Legal PA Location: Chester City Centre Salary: 27,500 per annum plus (FTE) Job Type: Permanent, Part Time, 30 Hours Per Week, 4 or 5 Days per week (Shorter Working Day over 5 Days) About us: Storrar Cowdry Solicitors are an established legal practice situated in a Chester City centre office since 1983. We offer a full range of legal services to individuals and businesses. About the role: In this position, you will not just be pushing paper, but dealing directly with clients in the management of the finances for vulnerable clients and their families. This will mean liaising with our Accounts Department and the Senior Solicitor, and working alongside a very experienced part time P.A. who will provide you with any training you will require for the role. You will be speaking with accountants and preparing Reports as they will deal with all tax issues. Key Responsibilities Financial oversight: Co ordinating with accountants for tax returns and assisting in the preparation of annual trust accounts. Reconciling bank accounts with the Accounts Team on a monthly basis. Monitoring bank balances and requesting funds from brokers when required for the client. Client Liaison: Acting as a primary point of contact for the client, beneficiaries and financial advisor. Arranging any additional support for those with carers at home or in a care home e.g.: property repairs required, monthly payments, house insurance Other Matters: Arranging annual review meetings for Trustees, Deputies and Attorneys with the Independent Financial Advisor, attending those meetings with the solicitor Liaising with Trust Accountant to ensure compliance and reporting to HMRC with Personal and Trust Tax Returns Maintaining Spreadsheets in respect of Tax Liabilities and ensuring any payments are paid on 31 July and January each year Maintaining spreadsheet in respect of accountant's annual charges Monitoring client's bank balances and requesting funds from Brokers when required About you: We are looking for someone who balances technical precision with excellent "people skills." Essential Skills and Experience: Experience: At least 1-2 years of experience in a Private Client or Trust environment (preferred) - Legal or Accountancy firm. Technically Savvy: Familiarity with MS Word, Excel and emails Organised: Juggle deadlines without breaking a sweat Communication: Ability to explain processes to clients with empathy and clarity Why join us? Professional Growth: We actively support STEP qualifications and provide a clear path for career progression. Culture: A collaborative, inclusive environment where your contribution is visible and valued. Benefits: Competitive salary with bonus structure and a wellness package. If you think you would be a good fit, I would love to hear from you. Please click APPLY below and tell me about yourself and any experience in the legal or accountancy sectors Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with experience of; Legal Assistant, Legal Secretary, PA, Legal Typist, Typist, Legal PA, Secretary, Legal Administrator, Legal Office Support, Legal Assistant, Legal Business Support, Fee Earner Support, Customer Service Administrator, Customer Service, Administrator may also be considered for this role.
Autograph Recruitment
Office Administrator
Autograph Recruitment Cinderford, Gloucestershire
Office Administrator (Sales & Purchasing) Location: Cinderford Position: Full time, Permanent Salary: Up To £30,000 Autograph Recruitment is partnering with an innovative, technically driven manufacturing business in Cinderford, known for its high standards and strong relationships with customers and suppliers. Due to continued growth, they are seeking a proactive and highly organised Office Administrator to support their operations. This varied role will focus on procurement, planning, and purchasing, including managing purchase orders, and ensuring materials are in place to meet production needs. You will also maintain accurate records and support the smooth day-to-day running of the business, playing a key role in its ongoing success. Responsibilities of Customer Service Executive: Handle sales order processing, including preparing quotes, invoices, and customer communications Use Sage for order processing, and financial record management Maintain accurate records of sales, purchases, and inventory Manage day-to-day office administration to ensure smooth business operations Oversee purchasing activities, ensuring timely procurement of goods and services The Ideal Candidate: Proven experience in an office administration role with a focus on sales and purchasing functions Experience in processing sales orders, quotations, and customer accounts Excellent organisational skills with the ability to manage multiple priorities and meet deadlines Strong background in planning and purchasing, with the ability to forecast demand and manage stock levels effectively Ability to work effectively in a fast-paced environment with changing priorities Next Steps: If this sounds like a great opportunity and you can demonstrate a proven track record in delivering the above, then please click Apply to upload your CV for consideration. Alternatively, contact Katie Dawe on (phone number removed) or email (url removed) Autograph Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Get in touch today! (url removed)
Apr 29, 2026
Full time
Office Administrator (Sales & Purchasing) Location: Cinderford Position: Full time, Permanent Salary: Up To £30,000 Autograph Recruitment is partnering with an innovative, technically driven manufacturing business in Cinderford, known for its high standards and strong relationships with customers and suppliers. Due to continued growth, they are seeking a proactive and highly organised Office Administrator to support their operations. This varied role will focus on procurement, planning, and purchasing, including managing purchase orders, and ensuring materials are in place to meet production needs. You will also maintain accurate records and support the smooth day-to-day running of the business, playing a key role in its ongoing success. Responsibilities of Customer Service Executive: Handle sales order processing, including preparing quotes, invoices, and customer communications Use Sage for order processing, and financial record management Maintain accurate records of sales, purchases, and inventory Manage day-to-day office administration to ensure smooth business operations Oversee purchasing activities, ensuring timely procurement of goods and services The Ideal Candidate: Proven experience in an office administration role with a focus on sales and purchasing functions Experience in processing sales orders, quotations, and customer accounts Excellent organisational skills with the ability to manage multiple priorities and meet deadlines Strong background in planning and purchasing, with the ability to forecast demand and manage stock levels effectively Ability to work effectively in a fast-paced environment with changing priorities Next Steps: If this sounds like a great opportunity and you can demonstrate a proven track record in delivering the above, then please click Apply to upload your CV for consideration. Alternatively, contact Katie Dawe on (phone number removed) or email (url removed) Autograph Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Get in touch today! (url removed)
Think Specialist Recruitment
Sales Administrator - Italian Speaking
Think Specialist Recruitment
We are now recruiting for an Italian & English-speaking Sales Administrator to work for a global organisation, albeit working mainly remotely and the interview process being remote, you would need to get to a workspace in Farringdon, London, for the first day's induction/training and then up to 2 days a month following this. This is going to be a temporary position for the coming 3-months, to start asap and there's potential for the role to extend too. The role of this person in the orders team will be to effectively manage end user customer relationships from initial contact through to resolution stage. Responsible for handling consumer sales/products/service enquiries via phone/email, including support for online orders and managing web order returns. The role is a permanent position, paying up to 27,000 for the right person, it's a Monday to Friday position with working hours of 9am to 5pm and a 1-hour lunch break. Please note before applying that to be considered you must have some form of office-based sales admin, order processing or customer service experience; and must be able to get to the offices in Farringdon up to twice a month. Please do also make it clear on your CV and application which languages you can speak as we will only be able to consider those with Italian and English language skills. Duties Handle incoming customer enquiries via phone, email and other channels, providing excellent customer service at all times. Place outbound calls to customers to advise and/or obtain information necessary to process orders and resolve issues. Record all customer interactions ensuring that issues are resolved in a professional and timely manner. Monitor and process web order returns. Web order tracking. Liaise and build relationships with Marketing, Technical Support, Finance, Operations and Sales to ensure effective resolution on all customer enquiries Work with Sales Admin to ensure accuracy with web order processing. Interact and communicate with our supplier and vendor partners regarding customer activity/orders. Monthly report showing support statistics from Zendesk and general update on Support for EMEA region. Assist the Ecommerce Manager as required in carrying out ad-hoc tasks. Knowledge and Skills Requirements Italian and English language skills are a must-have. Previous use of a CRM or Orders system would be useful. The ability to be available and start a role immediately. Experience of a customer ticketing system would be a major advantage. Excellent communication skills (both written and verbal) including a warm telephone manner. Customer service experience is essential with a genuine interest in customer care. Excellent organizational skills with ability to multi-task and extremely detail oriented. Ability to resolve complaints and queries ensuring a high level of customer service. Able to follow direction and complete tasks independently. Proactive and highly motivated team player. Proficient in all Microsoft Office Packages. Ability to work to tight deadlines and be able to demonstrate excellent time management skills. We are looking to shortlist for this role immediately, please apply and call Bobby on (phone number removed) for more info. Apply now or get in touch to find out more! Think Specialist Recruitment is an independent recruitment agency based in Hemel Hempstead, supporting businesses across Herts, Beds, and Bucks. We specialise in recruiting for a range of support staff roles including Administration, Customer Service, HR, Finance, Sales Support, Marketing, and IT Helpdesk.
Apr 29, 2026
Contractor
We are now recruiting for an Italian & English-speaking Sales Administrator to work for a global organisation, albeit working mainly remotely and the interview process being remote, you would need to get to a workspace in Farringdon, London, for the first day's induction/training and then up to 2 days a month following this. This is going to be a temporary position for the coming 3-months, to start asap and there's potential for the role to extend too. The role of this person in the orders team will be to effectively manage end user customer relationships from initial contact through to resolution stage. Responsible for handling consumer sales/products/service enquiries via phone/email, including support for online orders and managing web order returns. The role is a permanent position, paying up to 27,000 for the right person, it's a Monday to Friday position with working hours of 9am to 5pm and a 1-hour lunch break. Please note before applying that to be considered you must have some form of office-based sales admin, order processing or customer service experience; and must be able to get to the offices in Farringdon up to twice a month. Please do also make it clear on your CV and application which languages you can speak as we will only be able to consider those with Italian and English language skills. Duties Handle incoming customer enquiries via phone, email and other channels, providing excellent customer service at all times. Place outbound calls to customers to advise and/or obtain information necessary to process orders and resolve issues. Record all customer interactions ensuring that issues are resolved in a professional and timely manner. Monitor and process web order returns. Web order tracking. Liaise and build relationships with Marketing, Technical Support, Finance, Operations and Sales to ensure effective resolution on all customer enquiries Work with Sales Admin to ensure accuracy with web order processing. Interact and communicate with our supplier and vendor partners regarding customer activity/orders. Monthly report showing support statistics from Zendesk and general update on Support for EMEA region. Assist the Ecommerce Manager as required in carrying out ad-hoc tasks. Knowledge and Skills Requirements Italian and English language skills are a must-have. Previous use of a CRM or Orders system would be useful. The ability to be available and start a role immediately. Experience of a customer ticketing system would be a major advantage. Excellent communication skills (both written and verbal) including a warm telephone manner. Customer service experience is essential with a genuine interest in customer care. Excellent organizational skills with ability to multi-task and extremely detail oriented. Ability to resolve complaints and queries ensuring a high level of customer service. Able to follow direction and complete tasks independently. Proactive and highly motivated team player. Proficient in all Microsoft Office Packages. Ability to work to tight deadlines and be able to demonstrate excellent time management skills. We are looking to shortlist for this role immediately, please apply and call Bobby on (phone number removed) for more info. Apply now or get in touch to find out more! Think Specialist Recruitment is an independent recruitment agency based in Hemel Hempstead, supporting businesses across Herts, Beds, and Bucks. We specialise in recruiting for a range of support staff roles including Administration, Customer Service, HR, Finance, Sales Support, Marketing, and IT Helpdesk.
Front Row Recruitment
Senior Pensions Administrator
Front Row Recruitment City, Birmingham
Due to continued success my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly, award winning, Defined Benefit team.The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will include: Ensuring that an effective pension administration service is provided to all clients Ensuring that client work is completed with SLA's and deadlines Handling more complex pension tasks such as calculations and scheme project work Being a point of contact for a portfolio of clients as well as trustees and senior scheme members Involvement in annual projects such as renewals, benefit statements and pension increases Providing advice and guidance to less experienced colleagues Provide input regarding process and procedural change Applicants must possess good knowledge of Defined Benefit (DB) pension schemes with the ability to perform a range of calculations including leavers, retirements, deaths and transfers in and out. You are likely to possess around 3 plus years technical experience from a Third Party or In-House background along with strong numeracy, communication and organisation skills. This is a great opportunity to join a highly respected pension consultancy which offers a great working environment, generous benefits, hybrid working, and great prospects for development.
Apr 29, 2026
Full time
Due to continued success my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly, award winning, Defined Benefit team.The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will include: Ensuring that an effective pension administration service is provided to all clients Ensuring that client work is completed with SLA's and deadlines Handling more complex pension tasks such as calculations and scheme project work Being a point of contact for a portfolio of clients as well as trustees and senior scheme members Involvement in annual projects such as renewals, benefit statements and pension increases Providing advice and guidance to less experienced colleagues Provide input regarding process and procedural change Applicants must possess good knowledge of Defined Benefit (DB) pension schemes with the ability to perform a range of calculations including leavers, retirements, deaths and transfers in and out. You are likely to possess around 3 plus years technical experience from a Third Party or In-House background along with strong numeracy, communication and organisation skills. This is a great opportunity to join a highly respected pension consultancy which offers a great working environment, generous benefits, hybrid working, and great prospects for development.

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