We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients Booking annual review meetings Raising new business invoices Managing the pipeline efficiently and overseeing cases through to completion Handling new business queries from Advisers, clients, and providers The ideal candidate will have: Previous Financial Services experience Excellent planning and organisational skills, with strong attention to detail A professional and friendly telephone manner, with the ability to build rapport with clients Strong time management skills A collaborative approach and the ability to work effectively as part of a team Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
May 02, 2026
Full time
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients Booking annual review meetings Raising new business invoices Managing the pipeline efficiently and overseeing cases through to completion Handling new business queries from Advisers, clients, and providers The ideal candidate will have: Previous Financial Services experience Excellent planning and organisational skills, with strong attention to detail A professional and friendly telephone manner, with the ability to build rapport with clients Strong time management skills A collaborative approach and the ability to work effectively as part of a team Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
Property Surveying Administrator Exeter 26,000- 27,000 Monday to Friday, office hours Permanent, office-based Introduction Acorn by Synergie is recruiting for a Property Surveying Administrator to join a professional and supportive consultancy environment. This is an excellent opportunity for someone seeking stability, career development, and the chance to build new skills within a friendly and encouraging team. Key Responsibilities Managing the reception area, including welcoming customers and visitors. Handling all correspondence, including phone calls, emails, letters, and packages. Organising meetings, scheduling appointments, and coordinating catering for events. Maintaining accurate records through data entry across personnel, financial, and legal systems. Managing office supplies, including stationery and equipment. Creating travel itineraries for staff and company events. Ensuring all health and safety and company procedures are followed at all times. Organising workshops, training sessions, and maintaining CPD records. Supporting ongoing professional training and development activities. Requirements GCSEs (or equivalent) including Maths and English at Grade C or above. Previous experience in an administrative, receptionist, or office-based role. Strong IT skills, including Microsoft Office and office management systems. Experience handling confidential information with professionalism. Good knowledge of filing systems and document management. Skills & Attributes Strong attention to detail and a methodical approach. Excellent organisational and multitasking abilities. Confident communication and customer service skills. Ability to work independently and proactively. Adaptable, dependable, and enthusiastic attitude. Experience in event planning would be advantageous. What's on Offer Competitive salary of 26,000- 27,000. Stable, permanent position with long-term prospects. Supportive and professional working environment. Opportunities for training, development, and professional accreditation. Interested? Apply now to join a trusted consultancy as a Property Surveying Administrator and take the next step in your career. Acorn by Synergie acts as an employment agency for permanent recruitment.
May 02, 2026
Full time
Property Surveying Administrator Exeter 26,000- 27,000 Monday to Friday, office hours Permanent, office-based Introduction Acorn by Synergie is recruiting for a Property Surveying Administrator to join a professional and supportive consultancy environment. This is an excellent opportunity for someone seeking stability, career development, and the chance to build new skills within a friendly and encouraging team. Key Responsibilities Managing the reception area, including welcoming customers and visitors. Handling all correspondence, including phone calls, emails, letters, and packages. Organising meetings, scheduling appointments, and coordinating catering for events. Maintaining accurate records through data entry across personnel, financial, and legal systems. Managing office supplies, including stationery and equipment. Creating travel itineraries for staff and company events. Ensuring all health and safety and company procedures are followed at all times. Organising workshops, training sessions, and maintaining CPD records. Supporting ongoing professional training and development activities. Requirements GCSEs (or equivalent) including Maths and English at Grade C or above. Previous experience in an administrative, receptionist, or office-based role. Strong IT skills, including Microsoft Office and office management systems. Experience handling confidential information with professionalism. Good knowledge of filing systems and document management. Skills & Attributes Strong attention to detail and a methodical approach. Excellent organisational and multitasking abilities. Confident communication and customer service skills. Ability to work independently and proactively. Adaptable, dependable, and enthusiastic attitude. Experience in event planning would be advantageous. What's on Offer Competitive salary of 26,000- 27,000. Stable, permanent position with long-term prospects. Supportive and professional working environment. Opportunities for training, development, and professional accreditation. Interested? Apply now to join a trusted consultancy as a Property Surveying Administrator and take the next step in your career. Acorn by Synergie acts as an employment agency for permanent recruitment.
Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.
May 02, 2026
Full time
Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.
Head of Freehold Property Management / Senior Property Manager Location: Brighton About the Role Our Client is seeking an experienced and highly motivated Head of Freehold Property Management / Senior Property Manager to lead the strategic and operational management of their residential freehold portfolio. This is a senior leadership role responsible for overseeing asset performance, statutory compliance, financial management, and the delivery of exceptional customer service across a portfolio of residential buildings. The role also involves leading and developing a team of property professionals while ensuring best-in-class property management practices. Key Responsibilities Lead and manage the strategy, operations, and performance of the freehold property portfolio. Deliver a high-quality property management service to clients, leaseholders, and stakeholders. Manage and develop a team of Property Managers and Administrators, driving a high-performance culture aligned with company KPIs and service standards. Oversee service charge budgets, financial planning, contractor management, and cost control. Ensure full compliance with statutory regulations, health & safety requirements, and industry best practices. Act as the senior point of contact for clients, residents, contractors, surveyors, and regulatory bodies. Lead on major works projects and Section 20 consultations across the portfolio. Conduct regular site inspections, manage service contracts, and ensure preventative maintenance programmes are in place. Provide clear reporting and strategic insight to senior leadership and the parent company. About You TPI / IRPM qualified (or equivalent) property professional. Proven experience managing residential block portfolios and freehold assets. Strong leadership experience with the ability to inspire, coach, and develop teams. Strategic thinker with a hands-on, solutions-focused approach. Excellent stakeholder management and communication skills. Strong knowledge of service charge budgeting, major works, and property legislation. High levels of professionalism, integrity, and customer focus. What They Offer Opportunity to lead a premium residential portfolio. A collaborative and supportive working environment. Career development and professional growth opportunities. Competitive salary and benefits package. Apply Now If you are an experienced property professional looking to take the next step in your career and lead a high-performing property management team, we would love to hear from you.
May 02, 2026
Full time
Head of Freehold Property Management / Senior Property Manager Location: Brighton About the Role Our Client is seeking an experienced and highly motivated Head of Freehold Property Management / Senior Property Manager to lead the strategic and operational management of their residential freehold portfolio. This is a senior leadership role responsible for overseeing asset performance, statutory compliance, financial management, and the delivery of exceptional customer service across a portfolio of residential buildings. The role also involves leading and developing a team of property professionals while ensuring best-in-class property management practices. Key Responsibilities Lead and manage the strategy, operations, and performance of the freehold property portfolio. Deliver a high-quality property management service to clients, leaseholders, and stakeholders. Manage and develop a team of Property Managers and Administrators, driving a high-performance culture aligned with company KPIs and service standards. Oversee service charge budgets, financial planning, contractor management, and cost control. Ensure full compliance with statutory regulations, health & safety requirements, and industry best practices. Act as the senior point of contact for clients, residents, contractors, surveyors, and regulatory bodies. Lead on major works projects and Section 20 consultations across the portfolio. Conduct regular site inspections, manage service contracts, and ensure preventative maintenance programmes are in place. Provide clear reporting and strategic insight to senior leadership and the parent company. About You TPI / IRPM qualified (or equivalent) property professional. Proven experience managing residential block portfolios and freehold assets. Strong leadership experience with the ability to inspire, coach, and develop teams. Strategic thinker with a hands-on, solutions-focused approach. Excellent stakeholder management and communication skills. Strong knowledge of service charge budgeting, major works, and property legislation. High levels of professionalism, integrity, and customer focus. What They Offer Opportunity to lead a premium residential portfolio. A collaborative and supportive working environment. Career development and professional growth opportunities. Competitive salary and benefits package. Apply Now If you are an experienced property professional looking to take the next step in your career and lead a high-performing property management team, we would love to hear from you.
IFA Administrator Warwick Based Hybrid Working (2 Days WFH) Up to £35,000 DOE 23 Days Holiday + Bank Holidays (increasing with service) Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work-life balance? Then this could be the role for you. My client believes financial planning is about more than just advice it s about creating a roadmap for a life well-lived. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with. Responsibilities Obtaining and compiling provider information and client-specific illustrations Running risk profiling via FE Analytics and assisting with research Processing and tracking new business submissions across investments, pensions, protection, and mortgages Communicating with clients, updating them on progress, and providing exceptional service Preparing valuation reports, performance documentation, and review checklists Managing fund switches, ensuring compliance with MIFID II requirements Completing withdrawal instructions and maintaining accurate client records Supporting and mentoring colleagues where required Required Experience Minimum 5 years IFA administration experience Excellent communication skills with a client-focused approach Strong product knowledge and compliance awareness Highly organised with exceptional attention to detail Team-oriented, proactive, and adaptable Apply now for this exciting IFA Administrator role!
May 01, 2026
Full time
IFA Administrator Warwick Based Hybrid Working (2 Days WFH) Up to £35,000 DOE 23 Days Holiday + Bank Holidays (increasing with service) Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work-life balance? Then this could be the role for you. My client believes financial planning is about more than just advice it s about creating a roadmap for a life well-lived. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with. Responsibilities Obtaining and compiling provider information and client-specific illustrations Running risk profiling via FE Analytics and assisting with research Processing and tracking new business submissions across investments, pensions, protection, and mortgages Communicating with clients, updating them on progress, and providing exceptional service Preparing valuation reports, performance documentation, and review checklists Managing fund switches, ensuring compliance with MIFID II requirements Completing withdrawal instructions and maintaining accurate client records Supporting and mentoring colleagues where required Required Experience Minimum 5 years IFA administration experience Excellent communication skills with a client-focused approach Strong product knowledge and compliance awareness Highly organised with exceptional attention to detail Team-oriented, proactive, and adaptable Apply now for this exciting IFA Administrator role!
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
May 01, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
May 01, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Adara is where work meets fun. Sure, work can be dull sometimes - but not here. We keep things lively with plenty of laughs along the way. Don t get us wrong - we work hard, but we have a blast doing it. At Adara, we believe great design starts with great people. That s why we foster a culture where creativity is celebrated, innovation is embraced, and career growth is a priority. If you re looking for a workplace as forward-thinking as the designs we create where no two days are the same and problem-solving is part of the everyday then you belong at Adara. You ll be a perfect match if you: Thrive in a fast-paced, dynamic environment Are a proactive multitasker who loves making things happen Want to be part of a collaborative, supportive team where your ideas truly matter You get things done - independently The Role at a Glance: Client Projects Coordinator North London Mill Hill Office Based Minimum 2 Day Per Week / Hybrid Working £30,000 - £35,000 Full Time - Permanent Hours: 37.5 Hours Per Week, Monday - Friday, 9am - 5pm Culture: Trust, Respect, Shared Success, laugh a lot, Work a lot Company: A forward-thinking architecture and planning firm Your Background / Skills: Administration, Coordination, Client Support, Customer Service, Stakeholder Management Skills: Friendly. Great Time management. Organised. Customer focussed. Excellent English oral and written communication. About us: The home of amazing architecture. Adara is a dynamic architectural and planning practice based in London, specializing in high-quality residential projects with select commercial work - we work on some really fun projects. Founded in 2018, our team brings over 20 years of combined experience in planning and design, offering expert guidance to bring our clients' visions to life. We don t just design homes we redefine them. With a perfect blend of planning expertise and creative vision, we push the boundaries of modern architecture to create spaces that are as functional as they are stunning. Our team is made up of innovators, problem-solvers, and passionate designers who thrive on collaboration and fresh ideas. At Adara, we are more than just architects and planners; we are a team driven by passion, collaboration, and excellence. We cultivate a culture of trust, respect, and shared success, where every team member plays a vital role in shaping the future of our practice. We prioritise quality over quantity, carefully selecting projects that inspire us challenging yet rewarding designs that push boundaries and spark creativity. If you're looking to be part of a forward-thinking, supportive, and talented team, then look no further! The Opportunity: We are looking for a highly organised and proactive Client Projects Coordinator / Administrator to join our London-based team. This role is central to keeping our projects moving ensuring smooth communication between clients, architects, planners, and external stakeholders, while managing the day-to-day administration that underpins our success. As the key point of contact for clients, you ll keep them updated on progress, handle queries with professionalism, and provide clear, timely updates. You ll also manage the administrative side of projects from preparing and sending fee proposals, supporting planners with applications, and processing invoices, to maintaining accurate records and keeping deadlines on track using our CRM systems. Once fully trained, you ll enjoy the flexibility of hybrid working (minimum one day per week in the office) while remaining an integral part of our collaborative team. You ll also play an active role in building client relationships handling new enquiries, setting up proposals, dispatching documents, and ensuring smooth onboarding. With over 100 live projects on the go, no two days are ever the same and there s always something exciting to coordinate. Other tasks include: • Generating and issuing invoices; tracking payments • Managing banking and financial transactions • Submitting online applications • Client communication and updates • Vendor coordination and client support • Invoice tracking and follow-ups • Internal project coordination • Scheduling and call coordination • Documenting processes and workflows • Maintaining centralised knowledge sharing & CRM About you: • 3-5 years of demonstrable office-based experience in a fast-paced environment, showcasing strong administrative and coordination skills • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) with the ability to efficiently manage documents, spreadsheets, and communications • Excellent command of English (both written and spoken) with advanced communication skills to convey information clearly and professionally • Exceptional written and verbal communication skills, ensuring clarity and professionalism in client interactions and internal coordination • Strong attention to detail and accuracy, with a critical eye for reviewing documents, invoices, and correspondence • Excellent interpersonal and relationship-building skills, with a client-focused approach to maintaining strong connections with key clients and service users • Ability to work effectively under pressure, managing multiple tasks and deadlines in a dynamic environment • Team player with a proactive mindset, capable of working collaboratively while also taking initiative and handling responsibilities independently • No prior experience in planning or architecture is required, but a background or interest in the field is a plus Sounds like a good fit? Apply here for a fast-track path to our amazing Founder Dominic. Your Experience / Background / Previous Roles May Include: Administrator, Coordinator, Customer Service, Customer Support, Client Support, Client Success, Office Manager, Team Administrator, Team Coordinator, EA, PA, Executive Assistant, Personal Assistant, Architect Team Assistant. Application notice We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details.
May 01, 2026
Full time
Adara is where work meets fun. Sure, work can be dull sometimes - but not here. We keep things lively with plenty of laughs along the way. Don t get us wrong - we work hard, but we have a blast doing it. At Adara, we believe great design starts with great people. That s why we foster a culture where creativity is celebrated, innovation is embraced, and career growth is a priority. If you re looking for a workplace as forward-thinking as the designs we create where no two days are the same and problem-solving is part of the everyday then you belong at Adara. You ll be a perfect match if you: Thrive in a fast-paced, dynamic environment Are a proactive multitasker who loves making things happen Want to be part of a collaborative, supportive team where your ideas truly matter You get things done - independently The Role at a Glance: Client Projects Coordinator North London Mill Hill Office Based Minimum 2 Day Per Week / Hybrid Working £30,000 - £35,000 Full Time - Permanent Hours: 37.5 Hours Per Week, Monday - Friday, 9am - 5pm Culture: Trust, Respect, Shared Success, laugh a lot, Work a lot Company: A forward-thinking architecture and planning firm Your Background / Skills: Administration, Coordination, Client Support, Customer Service, Stakeholder Management Skills: Friendly. Great Time management. Organised. Customer focussed. Excellent English oral and written communication. About us: The home of amazing architecture. Adara is a dynamic architectural and planning practice based in London, specializing in high-quality residential projects with select commercial work - we work on some really fun projects. Founded in 2018, our team brings over 20 years of combined experience in planning and design, offering expert guidance to bring our clients' visions to life. We don t just design homes we redefine them. With a perfect blend of planning expertise and creative vision, we push the boundaries of modern architecture to create spaces that are as functional as they are stunning. Our team is made up of innovators, problem-solvers, and passionate designers who thrive on collaboration and fresh ideas. At Adara, we are more than just architects and planners; we are a team driven by passion, collaboration, and excellence. We cultivate a culture of trust, respect, and shared success, where every team member plays a vital role in shaping the future of our practice. We prioritise quality over quantity, carefully selecting projects that inspire us challenging yet rewarding designs that push boundaries and spark creativity. If you're looking to be part of a forward-thinking, supportive, and talented team, then look no further! The Opportunity: We are looking for a highly organised and proactive Client Projects Coordinator / Administrator to join our London-based team. This role is central to keeping our projects moving ensuring smooth communication between clients, architects, planners, and external stakeholders, while managing the day-to-day administration that underpins our success. As the key point of contact for clients, you ll keep them updated on progress, handle queries with professionalism, and provide clear, timely updates. You ll also manage the administrative side of projects from preparing and sending fee proposals, supporting planners with applications, and processing invoices, to maintaining accurate records and keeping deadlines on track using our CRM systems. Once fully trained, you ll enjoy the flexibility of hybrid working (minimum one day per week in the office) while remaining an integral part of our collaborative team. You ll also play an active role in building client relationships handling new enquiries, setting up proposals, dispatching documents, and ensuring smooth onboarding. With over 100 live projects on the go, no two days are ever the same and there s always something exciting to coordinate. Other tasks include: • Generating and issuing invoices; tracking payments • Managing banking and financial transactions • Submitting online applications • Client communication and updates • Vendor coordination and client support • Invoice tracking and follow-ups • Internal project coordination • Scheduling and call coordination • Documenting processes and workflows • Maintaining centralised knowledge sharing & CRM About you: • 3-5 years of demonstrable office-based experience in a fast-paced environment, showcasing strong administrative and coordination skills • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) with the ability to efficiently manage documents, spreadsheets, and communications • Excellent command of English (both written and spoken) with advanced communication skills to convey information clearly and professionally • Exceptional written and verbal communication skills, ensuring clarity and professionalism in client interactions and internal coordination • Strong attention to detail and accuracy, with a critical eye for reviewing documents, invoices, and correspondence • Excellent interpersonal and relationship-building skills, with a client-focused approach to maintaining strong connections with key clients and service users • Ability to work effectively under pressure, managing multiple tasks and deadlines in a dynamic environment • Team player with a proactive mindset, capable of working collaboratively while also taking initiative and handling responsibilities independently • No prior experience in planning or architecture is required, but a background or interest in the field is a plus Sounds like a good fit? Apply here for a fast-track path to our amazing Founder Dominic. Your Experience / Background / Previous Roles May Include: Administrator, Coordinator, Customer Service, Customer Support, Client Support, Client Success, Office Manager, Team Administrator, Team Coordinator, EA, PA, Executive Assistant, Personal Assistant, Architect Team Assistant. Application notice We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details.
Are you passionate about delivering exceptional customer service and shaping a positive homebuying journey? Elvet Recruitment is proud to be partnering with a respected housebuilder to recruit a Sales Manager for the North East region . This is a dynamic, influential role where you will lead a dedicated and high-performing team, maximising revenue opportunities while working collaboratively with the regional sales leadership, Head of Sales/Sales Director, and wider regional functions. Together, you will drive operational performance and deliver an exceptional customer experience that supports the region s business plan and future growth. Their homes are thoughtfully designed to suit a wide range of buyers from first-time homeowners and growing families to downsizers and investors. As a Field Sales Executive, your commitment to outstanding service will be essential in building lasting customer relationships and achieving your sales goals. You ll also benefit from ongoing professional development and training to support your success and long-term career progression. What You ll Be Doing: Producing and updating weekly sales reports Ensuring sales staff progress reservations through to exchange and completion Responding to enquiries raised by solicitors Managing the Sales Administrator Liaising with the construction team regarding CML and move-in dates Reviewing and checking contract documentation Motivating and supporting the Sales Team Building strong relationships with estate agents and nominated solicitors Handling and resolving customer enquiries Managing the training and development of Sales Negotiators and other relevant staff Working closely with the marketing department on advertising, events, and lead feedback Attending marketing planning meetings Liaising with signage and graphics suppliers regarding site requirements Overseeing the setup of new sites What We re Looking For: Proven track record in sales and sales management, with the ability to inspire teams to achieve high sales performance and exceptional customer satisfaction Skilled in using data and insights to conduct needs analysis and inform operational strategies Strong coaching abilities to develop sales excellence and support career progression conversations Capable of managing multiple priorities in a fast-paced and dynamic environment Excellent communication and presentation skills Solid understanding of the construction industry, including the legal framework, mortgage market, and financial implications of building methods and sequences Demonstrable knowledge of the property market and competitor activity Role Information: 26 days annual leave plus bank holidays Performance-based bonus scheme Holiday purchase scheme Company pension Private medical insurance Health and wellbeing support through Healthshield Life assurance Employee share purchase plan Retail and leisure discount programme This is a permanent position and Elvet Recruitment Limited will be acting as an employment agency for permanent recruitment on behalf of our client. By applying for this job you accept the T&Cs, Privacy Notice and Disclaimers which can be found on our website Please call Heather Sweetman at Elvet Recruitment to discuss in more detail.
May 01, 2026
Full time
Are you passionate about delivering exceptional customer service and shaping a positive homebuying journey? Elvet Recruitment is proud to be partnering with a respected housebuilder to recruit a Sales Manager for the North East region . This is a dynamic, influential role where you will lead a dedicated and high-performing team, maximising revenue opportunities while working collaboratively with the regional sales leadership, Head of Sales/Sales Director, and wider regional functions. Together, you will drive operational performance and deliver an exceptional customer experience that supports the region s business plan and future growth. Their homes are thoughtfully designed to suit a wide range of buyers from first-time homeowners and growing families to downsizers and investors. As a Field Sales Executive, your commitment to outstanding service will be essential in building lasting customer relationships and achieving your sales goals. You ll also benefit from ongoing professional development and training to support your success and long-term career progression. What You ll Be Doing: Producing and updating weekly sales reports Ensuring sales staff progress reservations through to exchange and completion Responding to enquiries raised by solicitors Managing the Sales Administrator Liaising with the construction team regarding CML and move-in dates Reviewing and checking contract documentation Motivating and supporting the Sales Team Building strong relationships with estate agents and nominated solicitors Handling and resolving customer enquiries Managing the training and development of Sales Negotiators and other relevant staff Working closely with the marketing department on advertising, events, and lead feedback Attending marketing planning meetings Liaising with signage and graphics suppliers regarding site requirements Overseeing the setup of new sites What We re Looking For: Proven track record in sales and sales management, with the ability to inspire teams to achieve high sales performance and exceptional customer satisfaction Skilled in using data and insights to conduct needs analysis and inform operational strategies Strong coaching abilities to develop sales excellence and support career progression conversations Capable of managing multiple priorities in a fast-paced and dynamic environment Excellent communication and presentation skills Solid understanding of the construction industry, including the legal framework, mortgage market, and financial implications of building methods and sequences Demonstrable knowledge of the property market and competitor activity Role Information: 26 days annual leave plus bank holidays Performance-based bonus scheme Holiday purchase scheme Company pension Private medical insurance Health and wellbeing support through Healthshield Life assurance Employee share purchase plan Retail and leisure discount programme This is a permanent position and Elvet Recruitment Limited will be acting as an employment agency for permanent recruitment on behalf of our client. By applying for this job you accept the T&Cs, Privacy Notice and Disclaimers which can be found on our website Please call Heather Sweetman at Elvet Recruitment to discuss in more detail.
Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Bracknell team and office. Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance. This is a hands on role, working alongside experienced team members of Paraplanners and a high producing Financial Planner. Overview of the role is detailed below: Ensure all dealings with clients, providers, staff and any third parties are conducted in a professional and courteous manner Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date, scanning and printing, keeping detailed file notes Ensuring compliance with regulatory requirements and company policies Maintaining accurate client data, policy information and critical records using the back-office system. Processing new business both online and via paper applications Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post Generally providing administration support Benefits of joining the business: 3 days office/2 days home Up to 10% company discretionary bonus Annual share option issue Private pension Death in service of x4 salary PHI equal to 75% of salary after 6 months of absence We Care Employee Assistance Plan 25 days holiday increasing by one day annually to a max of 30 Day off for your birthday Study leave for relevant exams and paid for qualifications Electric vehicle salary sacrifice scheme Cycle to work scheme Flexible start time from 8.00am to 9.30am - Monday to Friday Our client offers genuine career opportunities for all their staff with excellent management, who are always approachable and on call for further support. This role will undoubtedly suit an individual who has existing financial planning background experiences, but looking to take the next step up in their career. Recruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention, culture, excellent salaries, benefits and industry reputation. Please apply to us here at Recruit Wealth for an immediate response.
May 01, 2026
Full time
Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Bracknell team and office. Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance. This is a hands on role, working alongside experienced team members of Paraplanners and a high producing Financial Planner. Overview of the role is detailed below: Ensure all dealings with clients, providers, staff and any third parties are conducted in a professional and courteous manner Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date, scanning and printing, keeping detailed file notes Ensuring compliance with regulatory requirements and company policies Maintaining accurate client data, policy information and critical records using the back-office system. Processing new business both online and via paper applications Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post Generally providing administration support Benefits of joining the business: 3 days office/2 days home Up to 10% company discretionary bonus Annual share option issue Private pension Death in service of x4 salary PHI equal to 75% of salary after 6 months of absence We Care Employee Assistance Plan 25 days holiday increasing by one day annually to a max of 30 Day off for your birthday Study leave for relevant exams and paid for qualifications Electric vehicle salary sacrifice scheme Cycle to work scheme Flexible start time from 8.00am to 9.30am - Monday to Friday Our client offers genuine career opportunities for all their staff with excellent management, who are always approachable and on call for further support. This role will undoubtedly suit an individual who has existing financial planning background experiences, but looking to take the next step up in their career. Recruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention, culture, excellent salaries, benefits and industry reputation. Please apply to us here at Recruit Wealth for an immediate response.
Reporting to: Reactive Maintenance Director Start Date: Immediate Working Hours: Mon Fri, 8am 5pm Probation Period: 6 months Job Type: Full Time, Permanent Job Location: Southgate, Office Based, Various sites JOB DESCRIPTION Our business: East West Compass is owned by East West Connect Group and was created for the purpose of delivering responsive repairs and maintenance works alongside other revenue generating work streams and contracts to leading industry clients. The long-term goal is to provide services for social housing clients throughout London and the Southeast of England The following job description is intended as a guide and is not exhaustive. All members of staff are expected to fulfil their roles in a flexible, proactive and problem-solving manner. Many East West Compass staff will from time to time carry out different or additional roles in order to maintain the flexibility and needs of East West Compass business or the needs of particular clients, consultants and projects. The role is a key support position working with the operation teams and Director of Maintenance to help run and grow the business. Role overview: Working as part of a localised team alongside the existing group commercial teams and on the company s Reactive and Planned Maintenance Social Housing and Refurbishment projects and helping develop the systems and process to allow greater volume of works to be managed. Experience of a repairs and reactive maintenance environment is essential, we use total mobile CAFM software system. Work with NHF schedule of rates when pricing works. Promote the company ethos of working in an open, honest and transparent manner at all times Responsible comply with supply chain protocol to delivered safely, on time, within budget and to the agreed quality whilst exceeding client expectations, minimising risk and maximising opportunity for EWC and its clients. To understand, promote and implement as appropriate the company SHEQ (Safety, Health, Environmental & Quality) ethos and ensure all employees and subcontractors do the same, being responsible for ensuring that SHEQ requirements are upheld to the highest of standards at all times Superiors and Subordinated: This role will report to the Reactive Maintenance Director, Commercial Director, Managing Director and Chairwomen. They will also work as part of a wider team with Admin, Operations, Commercial, Accounting, plus Clients and all stakeholders. Hours of Working and Annual Leave: Standard working hours are 8am to 5pm, Monday to Friday with 1hr lunch 20 days annual leave excluding public holidays MAIN DUTIES SHEQ: Comply and promote SHEQ policy and strategy to all supply chain. Liaise with the Management Team and SHEQ Manager to ensure that SHEQ initiatives are implemented. Support, promote and develop an open, honest and transparent SHEQ culture at all levels of framework delivery. Responsible for ensuring that SHEQ compliance is integral in our commercial planning and management of our projects, from tender stage to Practical Completion, issue of H&S Files and making good of defects accordingly Leadership: Leadership of the commercial delivery of the project or contract endeavouring, wherever possible, to resolve difficulties in a non-adversarial manner. Identify critical success factors, trends, cost outlays and KPIs and feed back into reporting systems or to management to address or recover costs. Provide commercial direction, focus and consistency across the project teams. Resource allocation and control, including supply chain and directly-employed staff Lead, motivate, communicate with, develop, appraise and performance manage staff to ensure they are fully motivated to achieve the best performance levels and to meet the company s needs Ensure that poor performance is not tolerated and is remedied via support, training or disciplinary action Recognise and encourage excellent performance Reporting: Report to the Directors. Provide honest, open and transparent reporting to the Senior Management team and Directors at all times, ensuring that the same is obtained from the project teams in a consistent manner/format Attendance, preparation and reporting as required for all meetings in relation to the project Ensure that the required level and quality of information flows in a timely manner between the site delivery teams, supply chain, senior management team and client team Planning & Programming: Provide a structured approach to project planning tasking consideration of health and safety, execution methods and quality. Identify critical success factors and KPIs and feed back into reporting systems, client reporting and invoicing. Resource allocation and control, including supply chain and directly-employed staff, in liaison with the rest of the project team Liaise with and guide the project team as required with programming, from overall project programme to detailed task scheduling, ensuring that updated programme information is available at all times Monitoring of all material purchasing and supply for the project to ensure that the associated quality and time constraints are met Coordinate and support procurement activities in line with the project team to ensure the timely appointment of suitable subcontractors and suppliers to provide adequate resources and expertise to achieve required quality and timescales Management and control of sub-contract accounts and variation accounts Change management control looking at chargeable rates not included in contract and efficient use of SoR to reclaim costs. Managing material procurement in line with contract and programme requirements whilst maximising buying opportunities To manage the day to day cost control, monitoring and reporting on a designated project(s) Develop an understanding of the designated contract, specification and pricing ensuring compliance with conditions throughout Assist the Project team with subcontractor selection and ensure the chosen subcontractor has the appropriate order and information to carry out their work Liaise with the Project team over contractual issues and take action as required Measure progress, submit valuations, submit final accounts and retention release and monitor receipt of payment in a timely manner Process subcontractor requests for payment Completing a monthly cost / valuation report and cash flow for the designation project(s) and general management of the costs throughout the process to ensure efficiency and reclaim. Where appropriate, assist with estimates and negotiations for future projects or phases Ensure the company is neither compromised nor disadvantaged by an contractual or financial arrangement Manage the costs on a project to ensure both the company and the client is fully advised of the cost situation Ensure timely cash flow management for the Client, the company and the supply chain Assisting the development and training of trainee and assistant surveyors Client Liaison: Liaison with the client and contract administrator on both a formal and informal basis Ensure high client satisfaction is being achieved and constantly look to improve our client relationship Ensure projects are being planned and resourced accordingly both internally and externally Monitor and inspect projects regularly to ensure that quality benchmarks are being adhered to, key performance indicators are met and target timescales achieved SKILLS & KNOWLEDGE Confident oral and written communication skills Financial and commercial awareness Communicate in a timely and effective manner with all those who have a stake in the work Knowledge and Ability to use and develop CAFM maintenance system and invoicing. Effectively manage time to meet deadlines Mentor and support others Ability to negotiate and influence Previous experience within Commercial and cost management Up to date relevant knowledge of building legislation Up to date relevant knowledge of Health and Safety legislation Experience in reactive maintenance ideally with knowledge of PPP (price per property contracts)
May 01, 2026
Full time
Reporting to: Reactive Maintenance Director Start Date: Immediate Working Hours: Mon Fri, 8am 5pm Probation Period: 6 months Job Type: Full Time, Permanent Job Location: Southgate, Office Based, Various sites JOB DESCRIPTION Our business: East West Compass is owned by East West Connect Group and was created for the purpose of delivering responsive repairs and maintenance works alongside other revenue generating work streams and contracts to leading industry clients. The long-term goal is to provide services for social housing clients throughout London and the Southeast of England The following job description is intended as a guide and is not exhaustive. All members of staff are expected to fulfil their roles in a flexible, proactive and problem-solving manner. Many East West Compass staff will from time to time carry out different or additional roles in order to maintain the flexibility and needs of East West Compass business or the needs of particular clients, consultants and projects. The role is a key support position working with the operation teams and Director of Maintenance to help run and grow the business. Role overview: Working as part of a localised team alongside the existing group commercial teams and on the company s Reactive and Planned Maintenance Social Housing and Refurbishment projects and helping develop the systems and process to allow greater volume of works to be managed. Experience of a repairs and reactive maintenance environment is essential, we use total mobile CAFM software system. Work with NHF schedule of rates when pricing works. Promote the company ethos of working in an open, honest and transparent manner at all times Responsible comply with supply chain protocol to delivered safely, on time, within budget and to the agreed quality whilst exceeding client expectations, minimising risk and maximising opportunity for EWC and its clients. To understand, promote and implement as appropriate the company SHEQ (Safety, Health, Environmental & Quality) ethos and ensure all employees and subcontractors do the same, being responsible for ensuring that SHEQ requirements are upheld to the highest of standards at all times Superiors and Subordinated: This role will report to the Reactive Maintenance Director, Commercial Director, Managing Director and Chairwomen. They will also work as part of a wider team with Admin, Operations, Commercial, Accounting, plus Clients and all stakeholders. Hours of Working and Annual Leave: Standard working hours are 8am to 5pm, Monday to Friday with 1hr lunch 20 days annual leave excluding public holidays MAIN DUTIES SHEQ: Comply and promote SHEQ policy and strategy to all supply chain. Liaise with the Management Team and SHEQ Manager to ensure that SHEQ initiatives are implemented. Support, promote and develop an open, honest and transparent SHEQ culture at all levels of framework delivery. Responsible for ensuring that SHEQ compliance is integral in our commercial planning and management of our projects, from tender stage to Practical Completion, issue of H&S Files and making good of defects accordingly Leadership: Leadership of the commercial delivery of the project or contract endeavouring, wherever possible, to resolve difficulties in a non-adversarial manner. Identify critical success factors, trends, cost outlays and KPIs and feed back into reporting systems or to management to address or recover costs. Provide commercial direction, focus and consistency across the project teams. Resource allocation and control, including supply chain and directly-employed staff Lead, motivate, communicate with, develop, appraise and performance manage staff to ensure they are fully motivated to achieve the best performance levels and to meet the company s needs Ensure that poor performance is not tolerated and is remedied via support, training or disciplinary action Recognise and encourage excellent performance Reporting: Report to the Directors. Provide honest, open and transparent reporting to the Senior Management team and Directors at all times, ensuring that the same is obtained from the project teams in a consistent manner/format Attendance, preparation and reporting as required for all meetings in relation to the project Ensure that the required level and quality of information flows in a timely manner between the site delivery teams, supply chain, senior management team and client team Planning & Programming: Provide a structured approach to project planning tasking consideration of health and safety, execution methods and quality. Identify critical success factors and KPIs and feed back into reporting systems, client reporting and invoicing. Resource allocation and control, including supply chain and directly-employed staff, in liaison with the rest of the project team Liaise with and guide the project team as required with programming, from overall project programme to detailed task scheduling, ensuring that updated programme information is available at all times Monitoring of all material purchasing and supply for the project to ensure that the associated quality and time constraints are met Coordinate and support procurement activities in line with the project team to ensure the timely appointment of suitable subcontractors and suppliers to provide adequate resources and expertise to achieve required quality and timescales Management and control of sub-contract accounts and variation accounts Change management control looking at chargeable rates not included in contract and efficient use of SoR to reclaim costs. Managing material procurement in line with contract and programme requirements whilst maximising buying opportunities To manage the day to day cost control, monitoring and reporting on a designated project(s) Develop an understanding of the designated contract, specification and pricing ensuring compliance with conditions throughout Assist the Project team with subcontractor selection and ensure the chosen subcontractor has the appropriate order and information to carry out their work Liaise with the Project team over contractual issues and take action as required Measure progress, submit valuations, submit final accounts and retention release and monitor receipt of payment in a timely manner Process subcontractor requests for payment Completing a monthly cost / valuation report and cash flow for the designation project(s) and general management of the costs throughout the process to ensure efficiency and reclaim. Where appropriate, assist with estimates and negotiations for future projects or phases Ensure the company is neither compromised nor disadvantaged by an contractual or financial arrangement Manage the costs on a project to ensure both the company and the client is fully advised of the cost situation Ensure timely cash flow management for the Client, the company and the supply chain Assisting the development and training of trainee and assistant surveyors Client Liaison: Liaison with the client and contract administrator on both a formal and informal basis Ensure high client satisfaction is being achieved and constantly look to improve our client relationship Ensure projects are being planned and resourced accordingly both internally and externally Monitor and inspect projects regularly to ensure that quality benchmarks are being adhered to, key performance indicators are met and target timescales achieved SKILLS & KNOWLEDGE Confident oral and written communication skills Financial and commercial awareness Communicate in a timely and effective manner with all those who have a stake in the work Knowledge and Ability to use and develop CAFM maintenance system and invoicing. Effectively manage time to meet deadlines Mentor and support others Ability to negotiate and influence Previous experience within Commercial and cost management Up to date relevant knowledge of building legislation Up to date relevant knowledge of Health and Safety legislation Experience in reactive maintenance ideally with knowledge of PPP (price per property contracts)
A progressive Financial Services business who specialises in financial planning, asset management and platform services. Job Description: Review client, policy, firm, adviser, and transactional data within the CRM to identify: Missing, duplicated, inconsistent, or incorrectly formatted information Correct data issues in line with defined rules, data dictionaries, and process notes Ensure mandatory fields and validation requirements are met following process and system changes Apply consistent naming conventions, categorisations, ownership, and status fields Candidate Requirements: Solid data entry skills someone who is comfortable with data Experience using Microsoft Excel High attention to detail Experience within Financial Services would be an advantage Hours: Monday Thursday, 8:45 am 5:15 pm, Friday 8:45 am 2:15 pm Salary: £12.71 per hour Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region.
May 01, 2026
Full time
A progressive Financial Services business who specialises in financial planning, asset management and platform services. Job Description: Review client, policy, firm, adviser, and transactional data within the CRM to identify: Missing, duplicated, inconsistent, or incorrectly formatted information Correct data issues in line with defined rules, data dictionaries, and process notes Ensure mandatory fields and validation requirements are met following process and system changes Apply consistent naming conventions, categorisations, ownership, and status fields Candidate Requirements: Solid data entry skills someone who is comfortable with data Experience using Microsoft Excel High attention to detail Experience within Financial Services would be an advantage Hours: Monday Thursday, 8:45 am 5:15 pm, Friday 8:45 am 2:15 pm Salary: £12.71 per hour Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region.
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
May 01, 2026
Full time
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Estate Agent Senior Sales Negotiator Basic salary £18,000 plus £150 per month (£1,800) car allowance. Salary guarantee for first four months of £2,000 net. Current average fees of £3,500 with on target earnings of £40,000 to £45,000. Personal commission of 2.5% on individual valuations booked (valuation commission is based on the person that booked the valuation) plus 2.5% on individual sales (sales commission is based on the person that booked the first viewing) and 1.25% on split sales plus 5% on Listings (if needed to cover any at any stage) Estate Agent Senior Sales Negotiator Can you demonstrate a good sales ability with a proven track record within the Estate Agency industry? We represent an established, forward-thinking and market leading independent Estate Agents who now seek a tenacious Senior Sales Negotiator with strong selling and closing skills. Are you looking for a varied and rewarding role, where your commercial savvy and outstanding people skills will help an established independent Estate Agents continue to thrive and, in turn, take your career to the next level? Estate Agent Senior Sales Negotiator Registering buyers and matching them to properties available. Arranging and conducting viewing appointments. Arranging valuations. Negotiating offers. Securing referrals for recommended Mortgage Brokers and Conveyancers. Estate Agent Senior Sales Negotiator 2 years plus experience in the Estate Agency industry. Estate Agent Senior Sales Negotiator Basic salary £18,000 plus £150 per month (£1,800) car allowance. Salary guarantee for first four months of £2,000 net. On target earnings of £40,000 to £45,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
May 01, 2026
Full time
Estate Agent Senior Sales Negotiator Basic salary £18,000 plus £150 per month (£1,800) car allowance. Salary guarantee for first four months of £2,000 net. Current average fees of £3,500 with on target earnings of £40,000 to £45,000. Personal commission of 2.5% on individual valuations booked (valuation commission is based on the person that booked the valuation) plus 2.5% on individual sales (sales commission is based on the person that booked the first viewing) and 1.25% on split sales plus 5% on Listings (if needed to cover any at any stage) Estate Agent Senior Sales Negotiator Can you demonstrate a good sales ability with a proven track record within the Estate Agency industry? We represent an established, forward-thinking and market leading independent Estate Agents who now seek a tenacious Senior Sales Negotiator with strong selling and closing skills. Are you looking for a varied and rewarding role, where your commercial savvy and outstanding people skills will help an established independent Estate Agents continue to thrive and, in turn, take your career to the next level? Estate Agent Senior Sales Negotiator Registering buyers and matching them to properties available. Arranging and conducting viewing appointments. Arranging valuations. Negotiating offers. Securing referrals for recommended Mortgage Brokers and Conveyancers. Estate Agent Senior Sales Negotiator 2 years plus experience in the Estate Agency industry. Estate Agent Senior Sales Negotiator Basic salary £18,000 plus £150 per month (£1,800) car allowance. Salary guarantee for first four months of £2,000 net. On target earnings of £40,000 to £45,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
A progressive Financial Services business who specialises in financial planning, asset management and platform services. Job Description: Review client, policy, firm, adviser, and transactional data within the CRM to identify: Missing, duplicated, inconsistent, or incorrectly formatted information Correct data issues in line with defined rules, data dictionaries, and process notes Ensure mandatory fields and validation requirements are met following process and system changes Apply consistent naming conventions, categorisations, ownership, and status fields Candidate Requirements: Solid data entry skills someone who is comfortable with data Experience using Microsoft Excel High attention to detail Experience within Financial Services would be an advantage Hours: Monday Thursday, 8:45 am 5:15 pm, Friday 8:45 am 2:15 pm Salary: £12.71 per hour Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region.
May 01, 2026
Full time
A progressive Financial Services business who specialises in financial planning, asset management and platform services. Job Description: Review client, policy, firm, adviser, and transactional data within the CRM to identify: Missing, duplicated, inconsistent, or incorrectly formatted information Correct data issues in line with defined rules, data dictionaries, and process notes Ensure mandatory fields and validation requirements are met following process and system changes Apply consistent naming conventions, categorisations, ownership, and status fields Candidate Requirements: Solid data entry skills someone who is comfortable with data Experience using Microsoft Excel High attention to detail Experience within Financial Services would be an advantage Hours: Monday Thursday, 8:45 am 5:15 pm, Friday 8:45 am 2:15 pm Salary: £12.71 per hour Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region.
Management Accountant Location: Coventry, West Midlands, CV3 2RQ Salary: Competitive, DOE Contract: Permanent, Full time Benefits: • Competitive salary • Contributory pension scheme • Life cover • Incapacity benefits • Cash Back Medical Scheme About the Company: We are an innovative medical devices manufacturer of advanced wound care products, including combination products, from gelling fibres and fabrics. We deliver innovative, cost effective and quality products and solutions for the advanced wound care industry helping to improve patient care and wellbeing. About the Role: We are seeking a motivated and enthusiastic individual to join our team as a Management Accountant. In this role, you will be responsible for preparing insightful financial analysis and management accounts to support accurate financial reporting, planning, and forecasting. You will play a key part in delivering process improvements, supporting the processing of financial transactions, and ensuring that robust controls are in place and operating effectively. We are looking for someone who is eager to make a real difference, thrives on challenges, and is ready to contribute to the ongoing success of our team. If you have a passion for financial excellence and a drive to innovate, we d love to hear from you. Duties to include: • Identify, investigate, prioritise and deliver process improvements. • Provide support for transaction processing of Sales ledger, Purchase ledger, Cash and Fixed Assets to fulfil segregation of duties requirements. • Uses judgement to ensure that complex matters within these areas are appropriately accounted for and documented. • Full responsibility for accounting for stocks and cost of sales, intangible assets and some other areas in line with FRS-102, highlighting any differences to group reporting requirements. • Responsibility for preparing and ensuring the accuracy of Office of National Statistics returns, VAT returns, intrastat returns and other HMRC returns such as PSA and Class 1 A NI. • Prepare monthly management accounting reports including variable product costs and fixed product costs, (non-product) department costs, capital reporting and balance sheet reconciliations. • Use, review, maintain and update appropriate documentation of process flow and specific procedures including control mechanisms that operate. • Produce relevant notes for the statutory accounts and provide relevant support to planning and forecasting process. • Be an expert advisor and administrator for Orderwise general ledger and ensure that opportunities for automation are investigated and taken. Key skills / abilities: • Full Financial Qualification is essential e.g. CIMA or ACCA • Numerate. • Knowledge and experience of double entry accounting as well as accounting techniques employed in a multiproduct environment is essential. • Experience with Orderwise is preferred but not essential • Having successfully identified and delivered process improvements, efficiencies and cost savings is essential. • Good communication skills, with the ability to translate financial requirements for budget holders are essential. • Ability to work independently and as part of a team is essential. • Basic level of IT skills including Word, Outlook and Power Point and advanced level of Excel is essential. • Proactive attitude to time management and prioritisation and ability to work to tight deadlines under pressure are essential. • Good organisation and being adept at leaving a good audit trail is essential. • Experience of working within a Quality / Compliance environment is beneficial. • Ability to get on with and influence people internally to achieve objectives is beneficial. • Commercial awareness is beneficial. • Experience of working within a business partnering role would be helpful. Important Information: Due to the number of applications we receive, we will only contact those candidates that we want to take forward to interview; if you do not hear from us within 4 weeks, please assume that your application has been unsuccessful on this occasion. If you have the skills and experience we require for this role and are looking for a new challenge, please click on APPLY Today and forward an up-to-date CV and cover letter, explaining why you are a good fit for this role. No Agencies please!
May 01, 2026
Full time
Management Accountant Location: Coventry, West Midlands, CV3 2RQ Salary: Competitive, DOE Contract: Permanent, Full time Benefits: • Competitive salary • Contributory pension scheme • Life cover • Incapacity benefits • Cash Back Medical Scheme About the Company: We are an innovative medical devices manufacturer of advanced wound care products, including combination products, from gelling fibres and fabrics. We deliver innovative, cost effective and quality products and solutions for the advanced wound care industry helping to improve patient care and wellbeing. About the Role: We are seeking a motivated and enthusiastic individual to join our team as a Management Accountant. In this role, you will be responsible for preparing insightful financial analysis and management accounts to support accurate financial reporting, planning, and forecasting. You will play a key part in delivering process improvements, supporting the processing of financial transactions, and ensuring that robust controls are in place and operating effectively. We are looking for someone who is eager to make a real difference, thrives on challenges, and is ready to contribute to the ongoing success of our team. If you have a passion for financial excellence and a drive to innovate, we d love to hear from you. Duties to include: • Identify, investigate, prioritise and deliver process improvements. • Provide support for transaction processing of Sales ledger, Purchase ledger, Cash and Fixed Assets to fulfil segregation of duties requirements. • Uses judgement to ensure that complex matters within these areas are appropriately accounted for and documented. • Full responsibility for accounting for stocks and cost of sales, intangible assets and some other areas in line with FRS-102, highlighting any differences to group reporting requirements. • Responsibility for preparing and ensuring the accuracy of Office of National Statistics returns, VAT returns, intrastat returns and other HMRC returns such as PSA and Class 1 A NI. • Prepare monthly management accounting reports including variable product costs and fixed product costs, (non-product) department costs, capital reporting and balance sheet reconciliations. • Use, review, maintain and update appropriate documentation of process flow and specific procedures including control mechanisms that operate. • Produce relevant notes for the statutory accounts and provide relevant support to planning and forecasting process. • Be an expert advisor and administrator for Orderwise general ledger and ensure that opportunities for automation are investigated and taken. Key skills / abilities: • Full Financial Qualification is essential e.g. CIMA or ACCA • Numerate. • Knowledge and experience of double entry accounting as well as accounting techniques employed in a multiproduct environment is essential. • Experience with Orderwise is preferred but not essential • Having successfully identified and delivered process improvements, efficiencies and cost savings is essential. • Good communication skills, with the ability to translate financial requirements for budget holders are essential. • Ability to work independently and as part of a team is essential. • Basic level of IT skills including Word, Outlook and Power Point and advanced level of Excel is essential. • Proactive attitude to time management and prioritisation and ability to work to tight deadlines under pressure are essential. • Good organisation and being adept at leaving a good audit trail is essential. • Experience of working within a Quality / Compliance environment is beneficial. • Ability to get on with and influence people internally to achieve objectives is beneficial. • Commercial awareness is beneficial. • Experience of working within a business partnering role would be helpful. Important Information: Due to the number of applications we receive, we will only contact those candidates that we want to take forward to interview; if you do not hear from us within 4 weeks, please assume that your application has been unsuccessful on this occasion. If you have the skills and experience we require for this role and are looking for a new challenge, please click on APPLY Today and forward an up-to-date CV and cover letter, explaining why you are a good fit for this role. No Agencies please!
Estate Agent Assistant Sales Manager Basic salary to £25,000 plus £3,000 car allowance or company car with initial salary guarantee with on target earnings of £45,000 to £50,000. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Assistant Sales Manager Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Assistant Sales Manager They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Assistant Sales Manager Previous Estate Agency experience is essential. Estate Agent Assistant Sales Manager Remuneration: Basic salary to £25,000 plus £3,000 car allowance or company car with initial salary guarantee with on target earnings of £45,000 to £50,000. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
May 01, 2026
Full time
Estate Agent Assistant Sales Manager Basic salary to £25,000 plus £3,000 car allowance or company car with initial salary guarantee with on target earnings of £45,000 to £50,000. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Assistant Sales Manager Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Assistant Sales Manager They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Assistant Sales Manager Previous Estate Agency experience is essential. Estate Agent Assistant Sales Manager Remuneration: Basic salary to £25,000 plus £3,000 car allowance or company car with initial salary guarantee with on target earnings of £45,000 to £50,000. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
The Company: A highly reputable, wholly independent financial planning firm who sit at the forefront of UHNW private client advice who are looking to bring in an experienced, private wealth focused Financial Planning Administrator to their expanding back-office support team. The firm works closely with clients to create bespoke strategies to preserve and grow wealth, focusing on long-term financial goals and tailored family planning advice. Office Location: Central Leeds Working Setup: Office-based Package: £32-34k base DOE + superb annual bonuses and full company benefits Benefits: 24 days holiday plus stats, pension, 4xDIS and PMI Bonus: Discretionary - Paid annually The Role: Sitting alongside a team of highly consultative, technical administrators the remit is focused on working alongside two very high performing Financial Planners. Duties include: On boarding new clients to the business, ensuring the new client file is fully compliant Adding new client information to Intelligent Office back-office system Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded Preparation/Implementation of advice Prepare cost and charges disclosure documents Obtain illustrations Preparing application forms (both online & paper) Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation Ensure that fact find sections within Intelligent Office are completed and updated when appropriate The Person: This is a high calibre firm offering an opportunity to get your foot in the door working with ultra-high value clientele. It will suit someone highly ambitious who wants to build a career within this space.An IFA/wealth management/investments management background is a necessity, coupled with experience of providing administrative support to IFA's/financial advisers in a private wealth advice setting. But if you are motivated by working alongside best-in-class Financial Planners and Adviser Support Staff, and feel you can add value in this space this is definitely one to explore. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
May 01, 2026
Full time
The Company: A highly reputable, wholly independent financial planning firm who sit at the forefront of UHNW private client advice who are looking to bring in an experienced, private wealth focused Financial Planning Administrator to their expanding back-office support team. The firm works closely with clients to create bespoke strategies to preserve and grow wealth, focusing on long-term financial goals and tailored family planning advice. Office Location: Central Leeds Working Setup: Office-based Package: £32-34k base DOE + superb annual bonuses and full company benefits Benefits: 24 days holiday plus stats, pension, 4xDIS and PMI Bonus: Discretionary - Paid annually The Role: Sitting alongside a team of highly consultative, technical administrators the remit is focused on working alongside two very high performing Financial Planners. Duties include: On boarding new clients to the business, ensuring the new client file is fully compliant Adding new client information to Intelligent Office back-office system Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded Preparation/Implementation of advice Prepare cost and charges disclosure documents Obtain illustrations Preparing application forms (both online & paper) Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation Ensure that fact find sections within Intelligent Office are completed and updated when appropriate The Person: This is a high calibre firm offering an opportunity to get your foot in the door working with ultra-high value clientele. It will suit someone highly ambitious who wants to build a career within this space.An IFA/wealth management/investments management background is a necessity, coupled with experience of providing administrative support to IFA's/financial advisers in a private wealth advice setting. But if you are motivated by working alongside best-in-class Financial Planners and Adviser Support Staff, and feel you can add value in this space this is definitely one to explore. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Senior Financial Planning Administrator Location - Wimborne Minster, Dorset (BH21) Salary Up to £35,000, depending on experience Hours - Full-time / In office An exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family run practice who an Appointed Representative of St click apply for full job details
May 01, 2026
Full time
Senior Financial Planning Administrator Location - Wimborne Minster, Dorset (BH21) Salary Up to £35,000, depending on experience Hours - Full-time / In office An exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family run practice who an Appointed Representative of St click apply for full job details
Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Hertford, Herts Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 01, 2026
Full time
Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Hertford, Herts Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
