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Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Mortgage Advisor
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Rochester, Kent
Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £29,000 Basic Salary £65,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits 5 days a week (with 2 Saturdays off each month) Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Mortgage Advisor - Requirements: CEMAP 1 qualified (or equivalent) A valid UK driving licence and your own vehicle A solid work ethic, with the ability to thrive under pressure You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals 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 Adam Howes on LinkedIn.
Jun 15, 2026
Full time
Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £29,000 Basic Salary £65,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits 5 days a week (with 2 Saturdays off each month) Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Mortgage Advisor - Requirements: CEMAP 1 qualified (or equivalent) A valid UK driving licence and your own vehicle A solid work ethic, with the ability to thrive under pressure You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals 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 Adam Howes on LinkedIn.
Michael Page
HR Administrator
Michael Page City, Edinburgh
The HR Administrator will provide essential support to the Human Resources department ensuring smooth day-to-day operations. This role, based in Edinburgh, requires excellent organisational skills and a commitment to maintaining accurate records and compliance standards. HAS TO HAVE SHARED SERVICE Client Details This opportunity is with a well-established organisation. Based in Edinburgh, the company is a medium-sized enterprise with a strong reputation for professionalism and efficiency Description Manage employee records, ensuring all information is accurate and up-to-date. Coordinate recruitment processes, including scheduling interviews and preparing offer letters. Assist with onboarding new employees, including document verification and induction preparation. Support the implementation of HR policies and procedures in compliance with legal requirements. Handle employee queries, offering guidance on HR policies and benefits. Maintain and update HR systems, ensuring data integrity and confidentiality. Generate reports for management, such as absence records or training updates. Collaborate with other departments to support company-wide HR initiatives. Profile A successful HR Administrator should have: Previous experience in an administrative or HR-focused role in a professional setting. Knowledge of HR systems and the ability to manage data effectively. An understanding of employment laws and HR compliance requirements. Strong organisational and time-management skills. Attention to detail and a commitment to maintaining confidentiality. Proficiency in standard office software, including word processing and spreadsheets. Job Offer Competitive salary - around 30,000 Permanent contract offering long-term stability. Based in Edinburgh, with access to a vibrant and well-connected location. A supportive work environment with professional growth opportunities. If you are looking to advance your HR career and are eager to contribute to a thriving organisation in Edinburgh, apply now.
Jun 15, 2026
Full time
The HR Administrator will provide essential support to the Human Resources department ensuring smooth day-to-day operations. This role, based in Edinburgh, requires excellent organisational skills and a commitment to maintaining accurate records and compliance standards. HAS TO HAVE SHARED SERVICE Client Details This opportunity is with a well-established organisation. Based in Edinburgh, the company is a medium-sized enterprise with a strong reputation for professionalism and efficiency Description Manage employee records, ensuring all information is accurate and up-to-date. Coordinate recruitment processes, including scheduling interviews and preparing offer letters. Assist with onboarding new employees, including document verification and induction preparation. Support the implementation of HR policies and procedures in compliance with legal requirements. Handle employee queries, offering guidance on HR policies and benefits. Maintain and update HR systems, ensuring data integrity and confidentiality. Generate reports for management, such as absence records or training updates. Collaborate with other departments to support company-wide HR initiatives. Profile A successful HR Administrator should have: Previous experience in an administrative or HR-focused role in a professional setting. Knowledge of HR systems and the ability to manage data effectively. An understanding of employment laws and HR compliance requirements. Strong organisational and time-management skills. Attention to detail and a commitment to maintaining confidentiality. Proficiency in standard office software, including word processing and spreadsheets. Job Offer Competitive salary - around 30,000 Permanent contract offering long-term stability. Based in Edinburgh, with access to a vibrant and well-connected location. A supportive work environment with professional growth opportunities. If you are looking to advance your HR career and are eager to contribute to a thriving organisation in Edinburgh, apply now.
Capio Recruitment Financial Planning
Financial Services Administrator
Capio Recruitment Financial Planning Stockport, Cheshire
Role: Financial Services Administrator Salary: £27,000 - £32,000 Location: Stockport Hybrid Working Flexible Hours 25+ Days Holiday 5% Employer Pension Contribution Life Assurance Income Protection Health Cash Plan Career Development A highly regarded Financial Planning firm is seeking a Financial Services Administrator to join its growing team. This is an excellent opportunity for someone with experience in an IFA, Wealth Management or Financial Services environment who enjoys delivering exceptional client service and supporting advisers with the administration of pensions, investments and protection products. Key Responsibilities Processing transfers, top-ups, withdrawals, income payments, fund switches, pension contributions and protection applications Liaising with clients and providers to progress cases through to completion Managing client records and maintaining accurate information on back-office systems Handling client and adviser queries via telephone and email Monitoring workloads and managing tasks to agreed service standards Supporting the wider team with general administration and client servicing activities About You Previous experience within an IFA, Wealth Management firm or Financial Services provider Understanding of pensions and investment products Strong organisational skills and excellent attention to detail Professional and confident communication skills Ability to manage multiple priorities in a fast-paced environment Experience with Intelliflo (iO) would be advantageous For more information, please apply in confidence.
Jun 15, 2026
Full time
Role: Financial Services Administrator Salary: £27,000 - £32,000 Location: Stockport Hybrid Working Flexible Hours 25+ Days Holiday 5% Employer Pension Contribution Life Assurance Income Protection Health Cash Plan Career Development A highly regarded Financial Planning firm is seeking a Financial Services Administrator to join its growing team. This is an excellent opportunity for someone with experience in an IFA, Wealth Management or Financial Services environment who enjoys delivering exceptional client service and supporting advisers with the administration of pensions, investments and protection products. Key Responsibilities Processing transfers, top-ups, withdrawals, income payments, fund switches, pension contributions and protection applications Liaising with clients and providers to progress cases through to completion Managing client records and maintaining accurate information on back-office systems Handling client and adviser queries via telephone and email Monitoring workloads and managing tasks to agreed service standards Supporting the wider team with general administration and client servicing activities About You Previous experience within an IFA, Wealth Management firm or Financial Services provider Understanding of pensions and investment products Strong organisational skills and excellent attention to detail Professional and confident communication skills Ability to manage multiple priorities in a fast-paced environment Experience with Intelliflo (iO) would be advantageous For more information, please apply in confidence.
RecruitAbility Ltd
Paraplanner
RecruitAbility Ltd Hertford, Hertfordshire
Job Title: Paraplanner Salary: £45,000 - £55,000 Location: Hertford Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. 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: £45,000 - £55,000 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. Cancel
Jun 15, 2026
Full time
Job Title: Paraplanner Salary: £45,000 - £55,000 Location: Hertford Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. 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: £45,000 - £55,000 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. Cancel
Headway Recruitment
Data Administrator
Headway Recruitment Bradford, Yorkshire
Data Administrator Location: Bradford (BD1) Salary: £24,784.50 per annum Our client is a growing international logistics and supply chain business looking to recruit a Data Administrator to join their busy team. This is an excellent opportunity for someone looking to build a long-term career within a fast-paced office environment where full training and support will be provided. The role is fully office based and would suit someone who is methodical, proactive, organised and enjoys working with data and systems. Previous logistics or freight experience is not essential. Personality and attitude are key. The company is keen to hire someone who will fit into a friendly and supportive team environment. As a Data Administrator, you will be responsible for supporting one major client account, ensuring cargo movements, deliveries and stock information are accurately managed from start to finish. Key Responsibilities Accurate data entry and system administration relating to cargo movements Supporting the end-to-end planning and distribution of cargo throughout the UK Scheduling deliveries and coordinating transport bookings Monitoring and updating stock control information Processing invoicing and maintaining accurate records Updating spreadsheets and internal systems Liaising with internal departments via email and messaging platforms Ensuring all information is processed accurately and within deadlines Supporting the wider team with general administrative duties Skills and Experience Required Basic working knowledge of Microsoft Excel and Word Strong attention to detail and accuracy Good organisational and time management skills A logical and methodical approach to work Confident using systems and handling large volumes of data Positive attitude and willingness to learn Good communication skills and a team-focused approach Previous office experience would be beneficial but is not essential. Bright and motivated candidates looking for their first office-based role are encouraged to apply. Benefits Full-time permanent role 20 days holiday plus bank holidays 5% matched pension contribution Private healthcare scheme Additional day holiday after 5 years' service Additional day holiday after 10 years' service Full training and ongoing support Friendly and supportive working environment This is a fantastic opportunity to join a growing business with genuine long-term career prospects and a collaborative office culture.
Jun 15, 2026
Full time
Data Administrator Location: Bradford (BD1) Salary: £24,784.50 per annum Our client is a growing international logistics and supply chain business looking to recruit a Data Administrator to join their busy team. This is an excellent opportunity for someone looking to build a long-term career within a fast-paced office environment where full training and support will be provided. The role is fully office based and would suit someone who is methodical, proactive, organised and enjoys working with data and systems. Previous logistics or freight experience is not essential. Personality and attitude are key. The company is keen to hire someone who will fit into a friendly and supportive team environment. As a Data Administrator, you will be responsible for supporting one major client account, ensuring cargo movements, deliveries and stock information are accurately managed from start to finish. Key Responsibilities Accurate data entry and system administration relating to cargo movements Supporting the end-to-end planning and distribution of cargo throughout the UK Scheduling deliveries and coordinating transport bookings Monitoring and updating stock control information Processing invoicing and maintaining accurate records Updating spreadsheets and internal systems Liaising with internal departments via email and messaging platforms Ensuring all information is processed accurately and within deadlines Supporting the wider team with general administrative duties Skills and Experience Required Basic working knowledge of Microsoft Excel and Word Strong attention to detail and accuracy Good organisational and time management skills A logical and methodical approach to work Confident using systems and handling large volumes of data Positive attitude and willingness to learn Good communication skills and a team-focused approach Previous office experience would be beneficial but is not essential. Bright and motivated candidates looking for their first office-based role are encouraged to apply. Benefits Full-time permanent role 20 days holiday plus bank holidays 5% matched pension contribution Private healthcare scheme Additional day holiday after 5 years' service Additional day holiday after 10 years' service Full training and ongoing support Friendly and supportive working environment This is a fantastic opportunity to join a growing business with genuine long-term career prospects and a collaborative office culture.
Capio Recruitment Financial Planning
Financial Services Administrator
Capio Recruitment Financial Planning Macclesfield, Cheshire
Financial Services Administrator Macclesfield £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Jun 15, 2026
Full time
Financial Services Administrator Macclesfield £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Harvey John
Payroll Administrator
Harvey John Brighton, Sussex
We have a fantastic new opportunity for an experienced Payroll Administrator to join a high profile chartered accountancy firm in a central location in the Brighton area We are working with a successful, growing Sussex based accountancy firm who are looking for an enthusiastic team player to join their friendly and professional payroll team. You will be responsible for looking after with an interesting portfolio of weekly and monthly payrolls - dealing with starters and leavers, SSP,SMP,SPP calculations, auto-enrolment, P45/P46 etc. You will liaise with clients and HMRC as well as working closely with other members of the team. The firm have impressive growth plans for the payroll department so if you are ambitious, there is plenty of scope for career progression in the future. What we are looking for: Previous payroll experience, ideally gained in an accountancy practice/ payroll bureau environment Accuracy, flexibility and attention to detail Excellent customer service skills Live within commuting distance of Brighton, East Sussex The firm are based in modern offices in a central location in the heart of Brighton and are offering a good salary and excellent benefits package. If you are a Payroll Administrator looking for a new payroll position in the Brighton and Hove area with great career prospects please apply now or contact Claire Jones at Harvey John for more details on this and a range of other accountancy practice roles across Sussex. Harvey John is acting as an Employment Agency in relation to this vacancy. The salary bracket advertised is FTE, for guidance only. We are committed to continued improvement in terms of diversity and inclusion practices. Please get in touch with any questions concerning reasonable adjustments, accommodations, or diversity practices.
Jun 15, 2026
Full time
We have a fantastic new opportunity for an experienced Payroll Administrator to join a high profile chartered accountancy firm in a central location in the Brighton area We are working with a successful, growing Sussex based accountancy firm who are looking for an enthusiastic team player to join their friendly and professional payroll team. You will be responsible for looking after with an interesting portfolio of weekly and monthly payrolls - dealing with starters and leavers, SSP,SMP,SPP calculations, auto-enrolment, P45/P46 etc. You will liaise with clients and HMRC as well as working closely with other members of the team. The firm have impressive growth plans for the payroll department so if you are ambitious, there is plenty of scope for career progression in the future. What we are looking for: Previous payroll experience, ideally gained in an accountancy practice/ payroll bureau environment Accuracy, flexibility and attention to detail Excellent customer service skills Live within commuting distance of Brighton, East Sussex The firm are based in modern offices in a central location in the heart of Brighton and are offering a good salary and excellent benefits package. If you are a Payroll Administrator looking for a new payroll position in the Brighton and Hove area with great career prospects please apply now or contact Claire Jones at Harvey John for more details on this and a range of other accountancy practice roles across Sussex. Harvey John is acting as an Employment Agency in relation to this vacancy. The salary bracket advertised is FTE, for guidance only. We are committed to continued improvement in terms of diversity and inclusion practices. Please get in touch with any questions concerning reasonable adjustments, accommodations, or diversity practices.
Bell Cornwall Recruitment
Insolvency Case Administrator
Bell Cornwall Recruitment
(Senior) Insolvency Case Administrator Ref: BCR/JC/32163 Birmingham Salary: £ (Dependant on Experience) (£25-35 for Case Administrator / £35-40k for Senior Case Administrator) Walsall / Aldridge (or Birmingham City Centre) - Great Benefits (Marketing leading company) Bell Cornwall Recruitment have a great new opportunity for an Insolvency Case Administrator or Senior Insolvency Case Administrator at a well-established firm in the Midlands. They are looking for an ambitious and proactive individual to support their dynamic team. Insolvency Case Administrator responsibilities: Management of insolvency cases including administrations, liquidations, CVA's and bankruptcies Identifying prospective clients and preparing the necessary documentation Investigating director's conduct and company affairs Attending meetings and communicating effectively with creditors, debtors and stakeholders Developing and implementing case strategies Communicating and supporting the wider accountancy team within the firm The ideal candidate will have: Must have previous experience within the insolvency field Strong knowledge of insolvency procedures and processes Strong knowledge of Microsoft 365 Excellent written and verbal communication skills If you are an experienced Senior Insolvency Case Administrator don't hesitate to get in touch now! INDLP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Jun 15, 2026
Full time
(Senior) Insolvency Case Administrator Ref: BCR/JC/32163 Birmingham Salary: £ (Dependant on Experience) (£25-35 for Case Administrator / £35-40k for Senior Case Administrator) Walsall / Aldridge (or Birmingham City Centre) - Great Benefits (Marketing leading company) Bell Cornwall Recruitment have a great new opportunity for an Insolvency Case Administrator or Senior Insolvency Case Administrator at a well-established firm in the Midlands. They are looking for an ambitious and proactive individual to support their dynamic team. Insolvency Case Administrator responsibilities: Management of insolvency cases including administrations, liquidations, CVA's and bankruptcies Identifying prospective clients and preparing the necessary documentation Investigating director's conduct and company affairs Attending meetings and communicating effectively with creditors, debtors and stakeholders Developing and implementing case strategies Communicating and supporting the wider accountancy team within the firm The ideal candidate will have: Must have previous experience within the insolvency field Strong knowledge of insolvency procedures and processes Strong knowledge of Microsoft 365 Excellent written and verbal communication skills If you are an experienced Senior Insolvency Case Administrator don't hesitate to get in touch now! INDLP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Elevate Recruitment Limited
HR Administrator
Elevate Recruitment Limited Northwich, Cheshire
HR Office Administrator - Salary to: £28K/30K - Northwich, Cheshire HR Office Administrator required by a high growth international company to support the efficient HR operations by managing employee lifecycle processes, maintaining accurate records, assisting with payroll and documentation, and responding to staff queries. It also includes supporting the senior managers with travel arrangements while ensuring confidentiality and compliance with data protection standards. Our client is offering excellent career opportunities to further develop your skills and experience and offers: starting salary of c£28/30K extensive benefits including bonus, private healthcare, pension and death in service, they also offer flexible working hours (standard 37.5 hour week or 30 hours across four days) and some hybrid working but you will be required to be onsite in Cheshire 2 or 3 days a week, and there may be some occasional travel to other UK sites. HR Office Administrator Key Skills and Experience:- Good general education with a minimum GCSE C or equivalent in English and Math's Excellent verbal, written and numeracy skills Excellent organisational skills, including the ability to manage time and priorities effectively. Strong IT skills, skilled in using Microsoft Word and Excel packages and experienced in working with Sage HR & Payroll databases. A proactive approach, self-motivated and enthusiastic. A 'can do' and flexible approach with the ability to adapt to changing priorities. Well-developed interpersonal skills and able to deal with colleagues at all levels. Able to work appropriately with confidential and sensitive information HR Office Administrator Key Responsibilities: To administer starter/leaver processes, including all documentation and induction processes. To undertake all required pre-employment checks, updating and discussing with line managers as appropriate. To maintain and update electronic personnel records containing all employment-related information, including leave, benefits and equality and diversity. To assist with the preparation of any letters or contract amendments. Assist and cover payroll processing. To respond to general queries from managers and employees, signposting them to the appropriate policies and procedures. To maintain appropriate confidentiality of information relating to the Company and its staff and maintain compliance with the Data Protection Act. To assist with travel arrangements and itinerary planning. Ad hoc office duties. This is a fast moving, expanding company with a strong family culture offering an excellent opportunity to develop your experience in a flexible working environment. We seek candidates with a professional, accurate, can-do attitude and offer a salary c£28/30K plus benefits including bonus, private healthcare, pension and death in service. The role can accommodate flexible working hours (standard 37.5 hour week or 30 hours across four days) and some hybrid working but you will be required to be onsite in Cheshire 2 or 3 days a week, and there may be some occasional travel to other UK sites.
Jun 15, 2026
Full time
HR Office Administrator - Salary to: £28K/30K - Northwich, Cheshire HR Office Administrator required by a high growth international company to support the efficient HR operations by managing employee lifecycle processes, maintaining accurate records, assisting with payroll and documentation, and responding to staff queries. It also includes supporting the senior managers with travel arrangements while ensuring confidentiality and compliance with data protection standards. Our client is offering excellent career opportunities to further develop your skills and experience and offers: starting salary of c£28/30K extensive benefits including bonus, private healthcare, pension and death in service, they also offer flexible working hours (standard 37.5 hour week or 30 hours across four days) and some hybrid working but you will be required to be onsite in Cheshire 2 or 3 days a week, and there may be some occasional travel to other UK sites. HR Office Administrator Key Skills and Experience:- Good general education with a minimum GCSE C or equivalent in English and Math's Excellent verbal, written and numeracy skills Excellent organisational skills, including the ability to manage time and priorities effectively. Strong IT skills, skilled in using Microsoft Word and Excel packages and experienced in working with Sage HR & Payroll databases. A proactive approach, self-motivated and enthusiastic. A 'can do' and flexible approach with the ability to adapt to changing priorities. Well-developed interpersonal skills and able to deal with colleagues at all levels. Able to work appropriately with confidential and sensitive information HR Office Administrator Key Responsibilities: To administer starter/leaver processes, including all documentation and induction processes. To undertake all required pre-employment checks, updating and discussing with line managers as appropriate. To maintain and update electronic personnel records containing all employment-related information, including leave, benefits and equality and diversity. To assist with the preparation of any letters or contract amendments. Assist and cover payroll processing. To respond to general queries from managers and employees, signposting them to the appropriate policies and procedures. To maintain appropriate confidentiality of information relating to the Company and its staff and maintain compliance with the Data Protection Act. To assist with travel arrangements and itinerary planning. Ad hoc office duties. This is a fast moving, expanding company with a strong family culture offering an excellent opportunity to develop your experience in a flexible working environment. We seek candidates with a professional, accurate, can-do attitude and offer a salary c£28/30K plus benefits including bonus, private healthcare, pension and death in service. The role can accommodate flexible working hours (standard 37.5 hour week or 30 hours across four days) and some hybrid working but you will be required to be onsite in Cheshire 2 or 3 days a week, and there may be some occasional travel to other UK sites.
MMP Consultancy
Repairs Administrator
MMP Consultancy
MMP Consultancy are looking to recruit a Repairs Administrator on a temporary basis, in West London. You will work closely with the Maintenance Team to ensure that all repairs and maintenance work is carried out in a timely and efficient manner. The successful candidate must have excellent organisational skills and the ability to plan and prioritise workloads. Main Responsibilities: Planning repairs works for pre and post inspection, reactive and emergency repairs. Provide general administrative support to the Contract Manager/ working at heights Supervisor Maintain records of ongoing work to a high standard. Raise purchase orders, receipt purchase orders and track costs for jobs. Liaise with the planning team to update the jobs in DRS and Northgate. Liaise with the Client to ensure that work is meeting the requisite timescales. Coordinate roofing, scaffolding and fire doors workstream Experience Required: Previous experience working in Social Housing Proficiency in Microsoft Excel, Word, Outlook, Teams Proficiency in using desktop PC software tools Proven background in a customer service focused environment Administrative/ work coordinating background
Jun 15, 2026
Contractor
MMP Consultancy are looking to recruit a Repairs Administrator on a temporary basis, in West London. You will work closely with the Maintenance Team to ensure that all repairs and maintenance work is carried out in a timely and efficient manner. The successful candidate must have excellent organisational skills and the ability to plan and prioritise workloads. Main Responsibilities: Planning repairs works for pre and post inspection, reactive and emergency repairs. Provide general administrative support to the Contract Manager/ working at heights Supervisor Maintain records of ongoing work to a high standard. Raise purchase orders, receipt purchase orders and track costs for jobs. Liaise with the planning team to update the jobs in DRS and Northgate. Liaise with the Client to ensure that work is meeting the requisite timescales. Coordinate roofing, scaffolding and fire doors workstream Experience Required: Previous experience working in Social Housing Proficiency in Microsoft Excel, Word, Outlook, Teams Proficiency in using desktop PC software tools Proven background in a customer service focused environment Administrative/ work coordinating background
Cranleigh Personnel
Wealth Planning Administrator - 12% bonus and 2 days from home
Cranleigh Personnel
IFA Administrator £34,000 - £40,000 + 12% Bonus Established & Growing Firm London, City (near Cannon Street) Hybrid after probation Looking for a role where your experience in wealth planning is genuinely valued? If you're an experienced IFA Administrator who enjoys being part of a collaborative team and wants to join a highly established, growing business, this could be a great next step. This is an opportunity to join a firm where people stay and enjoy what they do, not just because of the work, but because of the culture around it. About the Company This is a well-established, Chartered financial planning firm with a strong reputation and continued growth. They have built a team of around 100 people and are known for their excellent staff retention, supportive leadership and social, team-focused environment. We've placed multiple candidates into this business, and they are still there today, developing their careers and feeling genuinely supported. That consistency is a strong reflection of the culture. Alongside a professional environment, the business places real emphasis on team connection, with regular social events, incentives and a collaborative way of working. The Role You'll join the Client Service Team, working closely with advisers and paraplanners to deliver a high-quality, efficient client experience. This is a hands-on role where your experience will be valued, and you'll play a key part in ensuring the smooth running of the advice process. Key responsibilities include: Producing portfolio reports and pre-meeting documentation Reviewing and managing client cash accounts Submitting and implementing new business Maintaining accurate client records using systems such as Intelliflo and Concert Hub Liaising with providers and supporting the end-to-end client journey Managing your own workflow and meeting service level expectations Working collaboratively with advisers, paraplanners and the wider team Escalating issues where needed to ensure smooth delivery This is a role where you'll be trusted, involved and able to make a real impact. What They're Looking For Experience as an IFA Administrator within a wealth planning environment is desirable Strong understanding of financial planning processes and client servicing High attention to detail and organisational skills Confident communicator who works well in a team Ability to manage workload in a structured, fast-paced environment Salary & Benefits £34,000 - £40,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that actively supports career development. Whether you're looking to deepen your expertise within administration or progress into paraplanning, there are clear and structured pathways in place to help you get there over time. If you're an experienced IFA Administrator looking to join a stable, growing firm where you'll feel part of the team and have room to progress, this is a great opportunity to explore.
Jun 15, 2026
Full time
IFA Administrator £34,000 - £40,000 + 12% Bonus Established & Growing Firm London, City (near Cannon Street) Hybrid after probation Looking for a role where your experience in wealth planning is genuinely valued? If you're an experienced IFA Administrator who enjoys being part of a collaborative team and wants to join a highly established, growing business, this could be a great next step. This is an opportunity to join a firm where people stay and enjoy what they do, not just because of the work, but because of the culture around it. About the Company This is a well-established, Chartered financial planning firm with a strong reputation and continued growth. They have built a team of around 100 people and are known for their excellent staff retention, supportive leadership and social, team-focused environment. We've placed multiple candidates into this business, and they are still there today, developing their careers and feeling genuinely supported. That consistency is a strong reflection of the culture. Alongside a professional environment, the business places real emphasis on team connection, with regular social events, incentives and a collaborative way of working. The Role You'll join the Client Service Team, working closely with advisers and paraplanners to deliver a high-quality, efficient client experience. This is a hands-on role where your experience will be valued, and you'll play a key part in ensuring the smooth running of the advice process. Key responsibilities include: Producing portfolio reports and pre-meeting documentation Reviewing and managing client cash accounts Submitting and implementing new business Maintaining accurate client records using systems such as Intelliflo and Concert Hub Liaising with providers and supporting the end-to-end client journey Managing your own workflow and meeting service level expectations Working collaboratively with advisers, paraplanners and the wider team Escalating issues where needed to ensure smooth delivery This is a role where you'll be trusted, involved and able to make a real impact. What They're Looking For Experience as an IFA Administrator within a wealth planning environment is desirable Strong understanding of financial planning processes and client servicing High attention to detail and organisational skills Confident communicator who works well in a team Ability to manage workload in a structured, fast-paced environment Salary & Benefits £34,000 - £40,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that actively supports career development. Whether you're looking to deepen your expertise within administration or progress into paraplanning, there are clear and structured pathways in place to help you get there over time. If you're an experienced IFA Administrator looking to join a stable, growing firm where you'll feel part of the team and have room to progress, this is a great opportunity to explore.
Colbern Limited
Administrator
Colbern Limited Birkenhead, Merseyside
Placement and Brokerage Officer Birkenhead, Merseyside Contract £12.81 per hour Our client is looking for an experienced Placement and Brokerage Officer 2 days remote, 3 days in the office As a Placement & Brokerage Officer, you ll play a vital part in our Care Arrangement Team, coordinating timely and effective care packages for adults with assessed needs. You will be instrumental in supporting safe hospital discharges, brokering care that enables people to return home with the right support, and working closely with care providers to match individuals to services that meet their needs. This is one of many roles we are recruiting for please visit our website colbernlimited co uk Knowledge & Skills Excellent IT proficiency (Microsoft Office, Liquidlogic, E-Brokerage, Power BI). Skilled in analysing, interpreting, and presenting statistical data effectively. Capable of working to tight timescales Collaborative team member to ensure a seamless service delivery across service areas whilst working on a rota In-depth and demonstrable knowledge of relevant work practices, processes, and procedures, with the ability to support and guide others. Good communication skills and the ability to build strong, effective relationships and networks. Experience Essential Experience of Adult social Care environment Strong verbal and written communication skills, with the ability to convey complex information clearly and sensitively. Ability to manage competing priorities, meet deadlines, and maintain accurate records in a fast-paced environment. Confident in using digital systems for case management, communication, and data reporting. Professional Integrity: Commitment to confidentiality, equality, and continuous improvement. Desirable- Experience delivering health and social care services or advice PLEASE VISIT OUR WEBSITE FOR MORE OPPORTUNITIES colbernlimited co uk The first part of our recruitment process is to send your CV. Should you be short listed Colbern Limited will contact you within 5 days or we may contact you about other job opportunities. Colbern Limited along with our clients are an equal opportunities employer
Jun 15, 2026
Contractor
Placement and Brokerage Officer Birkenhead, Merseyside Contract £12.81 per hour Our client is looking for an experienced Placement and Brokerage Officer 2 days remote, 3 days in the office As a Placement & Brokerage Officer, you ll play a vital part in our Care Arrangement Team, coordinating timely and effective care packages for adults with assessed needs. You will be instrumental in supporting safe hospital discharges, brokering care that enables people to return home with the right support, and working closely with care providers to match individuals to services that meet their needs. This is one of many roles we are recruiting for please visit our website colbernlimited co uk Knowledge & Skills Excellent IT proficiency (Microsoft Office, Liquidlogic, E-Brokerage, Power BI). Skilled in analysing, interpreting, and presenting statistical data effectively. Capable of working to tight timescales Collaborative team member to ensure a seamless service delivery across service areas whilst working on a rota In-depth and demonstrable knowledge of relevant work practices, processes, and procedures, with the ability to support and guide others. Good communication skills and the ability to build strong, effective relationships and networks. Experience Essential Experience of Adult social Care environment Strong verbal and written communication skills, with the ability to convey complex information clearly and sensitively. Ability to manage competing priorities, meet deadlines, and maintain accurate records in a fast-paced environment. Confident in using digital systems for case management, communication, and data reporting. Professional Integrity: Commitment to confidentiality, equality, and continuous improvement. Desirable- Experience delivering health and social care services or advice PLEASE VISIT OUR WEBSITE FOR MORE OPPORTUNITIES colbernlimited co uk The first part of our recruitment process is to send your CV. Should you be short listed Colbern Limited will contact you within 5 days or we may contact you about other job opportunities. Colbern Limited along with our clients are an equal opportunities employer
mbf.
IFA Administrator
mbf. Stonehouse, Gloucestershire
We are working with a well-established, highly regarded independent financial planning firm that is looking to recruit an experienced IFA Administrator to join their close-knit team. This is a fantastic opportunity to join a smaller, professional business with an excellent reputation for delivering high-quality advice and building long-term client relationships. You will be part of a collaborative and supportive environment where your contribution is genuinely valued and where you can work closely with Financial Planners and Directors, gaining real involvement in the advice process. The role offers hybrid working, with flexibility alongside the opportunity to be part of a friendly and engaged office team. The Opportunity This is more than a traditional administration role. You will play a key part in supporting the end-to-end financial planning process, working closely with advisers and clients to ensure a seamless and professional service. Key Responsibilities Providing comprehensive support to Financial Planners and clients Preparing documentation for client meetings and reviews Processing new business, including applications and provider liaison Managing client reviews, including preparation of review packs Handling fund switches, rebalances, and ongoing servicing tasks Maintaining accurate client records and ensuring compliance standards are met Acting as a professional first point of contact for clients About You Previous experience within an IFA / financial planning / wealth management administration role Strong understanding of financial products, platforms, and processes Highly organised with excellent attention to detail Proactive and able to manage multiple tasks effectively A strong team player who enjoys working in a collaborative environment Passionate about delivering a high standard of client service Why Apply? Basic salary to £40,000 Discretionary bonus and strong company benefits Join a respected, independent firm with a strong reputation in the market Work closely with experienced Financial Planners and Directors Be part of a smaller, supportive team where your input makes a real impact Gain greater exposure to the financial planning process and develop your career Hybrid working with flexibility If you are an experienced IFA Administrator looking to join a high-quality, people-focused firm where you can genuinely add value and develop your career, we would love to hear from you.
Jun 15, 2026
Full time
We are working with a well-established, highly regarded independent financial planning firm that is looking to recruit an experienced IFA Administrator to join their close-knit team. This is a fantastic opportunity to join a smaller, professional business with an excellent reputation for delivering high-quality advice and building long-term client relationships. You will be part of a collaborative and supportive environment where your contribution is genuinely valued and where you can work closely with Financial Planners and Directors, gaining real involvement in the advice process. The role offers hybrid working, with flexibility alongside the opportunity to be part of a friendly and engaged office team. The Opportunity This is more than a traditional administration role. You will play a key part in supporting the end-to-end financial planning process, working closely with advisers and clients to ensure a seamless and professional service. Key Responsibilities Providing comprehensive support to Financial Planners and clients Preparing documentation for client meetings and reviews Processing new business, including applications and provider liaison Managing client reviews, including preparation of review packs Handling fund switches, rebalances, and ongoing servicing tasks Maintaining accurate client records and ensuring compliance standards are met Acting as a professional first point of contact for clients About You Previous experience within an IFA / financial planning / wealth management administration role Strong understanding of financial products, platforms, and processes Highly organised with excellent attention to detail Proactive and able to manage multiple tasks effectively A strong team player who enjoys working in a collaborative environment Passionate about delivering a high standard of client service Why Apply? Basic salary to £40,000 Discretionary bonus and strong company benefits Join a respected, independent firm with a strong reputation in the market Work closely with experienced Financial Planners and Directors Be part of a smaller, supportive team where your input makes a real impact Gain greater exposure to the financial planning process and develop your career Hybrid working with flexibility If you are an experienced IFA Administrator looking to join a high-quality, people-focused firm where you can genuinely add value and develop your career, we would love to hear from you.
Cranleigh Personnel
Wealth Planning Administrator
Cranleigh Personnel Fareham, Hampshire
Wealth Planning Administrator Fareham £28,000 - £35,000 (depending on experience) Full-time, office-based Bonus, private medical cover & 12:30pm finish every Friday Are you a wealth planning administrator looking for a company who really value and reward their team? Do you enjoy 1:1 support to advisers, building relationships with clients, and being involved in a varied role? Whether you're already working within wealth management administration or have strong administration experience in other areas - supporting professional or high-net-worth clients, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Fareham, currently made up of four Financial Advisers and a dedicated support team. The business operates a collaborative one-to-one structure, meaning each Wealth Planning Administrator works closely alongside a dedicated adviser, becoming a key part of both the client relationship and the wider advice process. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a real emphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role This is a varied and involved position where you'll play an important role in ensuring clients receive an excellent experience throughout their financial planning journey. You'll work closely with your adviser, supporting them across all aspects of client servicing and administration, while also liaising with the firm's outsourced paraplanning support. Your responsibilities will include: Managing adviser diaries and arranging client meetings Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What they're looking for This company is open-minded about background and experience. You may already be working as a Wealth Planning Administrator, IFA Administrator or Financial Services Administrator. Equally, you could come from a professional services environment and have strong administration experience supporting high-net-worth clients, account managers, consultants or advisers. The key qualities they're looking for are: Excellent organisational skills Strong attention to detail A client-focused approach Professional communication skills A positive and collaborative attitude A desire to learn and develop What's on offer? Salary of £28,000 - £35,000 depending on experience Discretionary bonus scheme Private medical healthcare Early finish every Friday (12:30pm) Full training and support Long-term progression opportunities into paraplanning or advice Friendly and supportive team culture Opportunity to work closely with clients and advisers and make a genuine impact If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, we'd love to hear from you.
Jun 15, 2026
Full time
Wealth Planning Administrator Fareham £28,000 - £35,000 (depending on experience) Full-time, office-based Bonus, private medical cover & 12:30pm finish every Friday Are you a wealth planning administrator looking for a company who really value and reward their team? Do you enjoy 1:1 support to advisers, building relationships with clients, and being involved in a varied role? Whether you're already working within wealth management administration or have strong administration experience in other areas - supporting professional or high-net-worth clients, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Fareham, currently made up of four Financial Advisers and a dedicated support team. The business operates a collaborative one-to-one structure, meaning each Wealth Planning Administrator works closely alongside a dedicated adviser, becoming a key part of both the client relationship and the wider advice process. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a real emphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role This is a varied and involved position where you'll play an important role in ensuring clients receive an excellent experience throughout their financial planning journey. You'll work closely with your adviser, supporting them across all aspects of client servicing and administration, while also liaising with the firm's outsourced paraplanning support. Your responsibilities will include: Managing adviser diaries and arranging client meetings Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What they're looking for This company is open-minded about background and experience. You may already be working as a Wealth Planning Administrator, IFA Administrator or Financial Services Administrator. Equally, you could come from a professional services environment and have strong administration experience supporting high-net-worth clients, account managers, consultants or advisers. The key qualities they're looking for are: Excellent organisational skills Strong attention to detail A client-focused approach Professional communication skills A positive and collaborative attitude A desire to learn and develop What's on offer? Salary of £28,000 - £35,000 depending on experience Discretionary bonus scheme Private medical healthcare Early finish every Friday (12:30pm) Full training and support Long-term progression opportunities into paraplanning or advice Friendly and supportive team culture Opportunity to work closely with clients and advisers and make a genuine impact If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, we'd love to hear from you.
Ambition Europe Limited
Insolvency Administrator
Ambition Europe Limited Edinburgh, Midlothian
A well-established independent advisory firm is looking to appoint an experienced Insolvency Administrator to join its growing Insolvency team in Scotland. This is an excellent opportunity for someone looking to take the next step in their insolvency career within a supportive, people-focused environment where development and progression are genuinely encouraged. The firm operates across Central Scotland and is known for its collaborative culture, high-quality client service, and long-term commitment to its people. You'll work closely with Managers and Insolvency Practitioners, gaining responsibility for your own caseload while contributing to a wider, close-knit team. The Opportunity The role will involve assisting Managers in the administration of a portfolio of mainly corporate insolvency cases , with some exposure to personal insolvency depending on experience. You will also take responsibility for your own portfolio of smaller cases, gaining autonomy while being fully supported by the wider team. Typical responsibilities will include: Realisation of assets, including book debts, property, and cash at bank Dealing with creditor claims and responding to queries Liaising with banks to obtain balances and statements Assisting with employee matters, including claims, correspondence, and liaison with the RPS and pension schemes Preparing and submitting returns to HMRC Responding to stakeholder and telephone enquiries General support across the insolvency team as required What's on Offer Competitive salary Hybrid, agile, and flexible working (post-probation) Part-time hours considered Workplace pension and life assurance Employee Assistance Programme, including GP access Access to wellbeing, fitness, and mental health resources High-street and lifestyle discounts Client and staff referral bonuses Regular one-to-one meetings and ongoing development support Opportunities to get involved in wellbeing, ESG, and internal initiatives A supportive environment with genuine investment in training and career development What They're Looking For 2-3+ years' experience working within an insolvency team Good working knowledge of insolvency procedures and regulations Strong organisational and administrative skills Excellent communication skills, both written and verbal Ability to work on your own initiative and manage competing deadlines Strong attention to detail, particularly in correspondence and case documentation Good IT skills (experience with IPS Cloud beneficial but not essential; training provided) A collaborative, adaptable approach and commitment to delivering a high standard of service Why Apply? This is a fantastic opportunity to join a growing, independent firm that places real value on its people. You'll benefit from close-knit team working, exposure to a varied caseload, and clear support to help you develop your career in insolvency over the long term. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Jun 15, 2026
Full time
A well-established independent advisory firm is looking to appoint an experienced Insolvency Administrator to join its growing Insolvency team in Scotland. This is an excellent opportunity for someone looking to take the next step in their insolvency career within a supportive, people-focused environment where development and progression are genuinely encouraged. The firm operates across Central Scotland and is known for its collaborative culture, high-quality client service, and long-term commitment to its people. You'll work closely with Managers and Insolvency Practitioners, gaining responsibility for your own caseload while contributing to a wider, close-knit team. The Opportunity The role will involve assisting Managers in the administration of a portfolio of mainly corporate insolvency cases , with some exposure to personal insolvency depending on experience. You will also take responsibility for your own portfolio of smaller cases, gaining autonomy while being fully supported by the wider team. Typical responsibilities will include: Realisation of assets, including book debts, property, and cash at bank Dealing with creditor claims and responding to queries Liaising with banks to obtain balances and statements Assisting with employee matters, including claims, correspondence, and liaison with the RPS and pension schemes Preparing and submitting returns to HMRC Responding to stakeholder and telephone enquiries General support across the insolvency team as required What's on Offer Competitive salary Hybrid, agile, and flexible working (post-probation) Part-time hours considered Workplace pension and life assurance Employee Assistance Programme, including GP access Access to wellbeing, fitness, and mental health resources High-street and lifestyle discounts Client and staff referral bonuses Regular one-to-one meetings and ongoing development support Opportunities to get involved in wellbeing, ESG, and internal initiatives A supportive environment with genuine investment in training and career development What They're Looking For 2-3+ years' experience working within an insolvency team Good working knowledge of insolvency procedures and regulations Strong organisational and administrative skills Excellent communication skills, both written and verbal Ability to work on your own initiative and manage competing deadlines Strong attention to detail, particularly in correspondence and case documentation Good IT skills (experience with IPS Cloud beneficial but not essential; training provided) A collaborative, adaptable approach and commitment to delivering a high standard of service Why Apply? This is a fantastic opportunity to join a growing, independent firm that places real value on its people. You'll benefit from close-knit team working, exposure to a varied caseload, and clear support to help you develop your career in insolvency over the long term. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Office Angels
Sales Administrator - Hybrid role
Office Angels
Sales admin London (Hybrid) About the Opportunity Join a high-growth investment manager overseeing for a diverse global client base. Working at the forefront of investment solutions, the business partners closely with financial advisers, wealth managers, and family offices to deliver innovative, resilient, and transparent strategies. This is an exceptional opportunity to become part of a collaborative, values-driven organisation where innovation, ownership, and continuous improvement are genuinely encouraged - and where your contribution directly impacts client experience and business success. The Team The Client Services function sits at the very heart of the business - a dynamic, fast-paced team that underpins day-to-day operations while acting as the primary point of contact for clients. You'll work alongside a high-performing team delivering best-in-class service to a broad client base including financial advisers, institutions, and high-net-worth individuals. The team plays a critical role not only in operational excellence but also in shaping and improving processes as the business continues to grow. The Role This is an outstanding entry or early-career opportunity to build a long-term career in financial services. You'll join a structured training and development programme designed to give you deep exposure to investment products, operational processes, and regulatory frameworks. With clear progression pathways and ongoing mentorship, you'll rapidly build both technical expertise and commercial awareness. The role offers a hybrid working model with a minimum of three days in a central London office. Key Responsibilities You'll gain hands-on experience across a broad range of operational and client-focused activities, including: Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations Process Improvement - Play an active role in identifying efficiencies and enhancing client experience Team Projects - Support broader initiatives and continuous improvement efforts across the function What We're Looking For We're looking for a driven and detail-oriented individual who is eager to learn and grow in a fast-paced financial services environment. You will bring: A proactive, "can-do" mindset with a strong sense of ownership Exceptional attention to detail and organisational skills The ability to remain calm and focused under pressure Strong communication skills and a collaborative approach A genuine interest in financial services (prior experience is beneficial but not essential) Intellectual curiosity and the confidence to ask questions and challenge effectively This role is ideal for someone who takes pride in delivering high-quality work and is motivated to continuously improve. What's On Offer A Culture That Values You Be part of an open, supportive environment where your voice is heard, your ideas matter, and your impact is recognised. Structured Training & Career Development Benefit from a comprehensive onboarding programme, ongoing training, and exposure across the business - giving you a clear platform for long-term career progression. Performance & Progression Join a meritocratic environment where high performance is rewarded with increased responsibility, visibility, and career advancement - regardless of tenure. Opportunity to Make an Impact Contribute to continuous improvement initiatives and play a meaningful role in shaping operational excellence and delivering outstanding client service. Diversity & Inclusion Applications are welcomed from all backgrounds. The organisation is committed to fostering a diverse and inclusive workplace where everyone can thrive. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 15, 2026
Full time
Sales admin London (Hybrid) About the Opportunity Join a high-growth investment manager overseeing for a diverse global client base. Working at the forefront of investment solutions, the business partners closely with financial advisers, wealth managers, and family offices to deliver innovative, resilient, and transparent strategies. This is an exceptional opportunity to become part of a collaborative, values-driven organisation where innovation, ownership, and continuous improvement are genuinely encouraged - and where your contribution directly impacts client experience and business success. The Team The Client Services function sits at the very heart of the business - a dynamic, fast-paced team that underpins day-to-day operations while acting as the primary point of contact for clients. You'll work alongside a high-performing team delivering best-in-class service to a broad client base including financial advisers, institutions, and high-net-worth individuals. The team plays a critical role not only in operational excellence but also in shaping and improving processes as the business continues to grow. The Role This is an outstanding entry or early-career opportunity to build a long-term career in financial services. You'll join a structured training and development programme designed to give you deep exposure to investment products, operational processes, and regulatory frameworks. With clear progression pathways and ongoing mentorship, you'll rapidly build both technical expertise and commercial awareness. The role offers a hybrid working model with a minimum of three days in a central London office. Key Responsibilities You'll gain hands-on experience across a broad range of operational and client-focused activities, including: Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations Process Improvement - Play an active role in identifying efficiencies and enhancing client experience Team Projects - Support broader initiatives and continuous improvement efforts across the function What We're Looking For We're looking for a driven and detail-oriented individual who is eager to learn and grow in a fast-paced financial services environment. You will bring: A proactive, "can-do" mindset with a strong sense of ownership Exceptional attention to detail and organisational skills The ability to remain calm and focused under pressure Strong communication skills and a collaborative approach A genuine interest in financial services (prior experience is beneficial but not essential) Intellectual curiosity and the confidence to ask questions and challenge effectively This role is ideal for someone who takes pride in delivering high-quality work and is motivated to continuously improve. What's On Offer A Culture That Values You Be part of an open, supportive environment where your voice is heard, your ideas matter, and your impact is recognised. Structured Training & Career Development Benefit from a comprehensive onboarding programme, ongoing training, and exposure across the business - giving you a clear platform for long-term career progression. Performance & Progression Join a meritocratic environment where high performance is rewarded with increased responsibility, visibility, and career advancement - regardless of tenure. Opportunity to Make an Impact Contribute to continuous improvement initiatives and play a meaningful role in shaping operational excellence and delivering outstanding client service. Diversity & Inclusion Applications are welcomed from all backgrounds. The organisation is committed to fostering a diverse and inclusive workplace where everyone can thrive. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Reed
Mortgage Administrator - North Leicester - Salary up to £28,000
Reed Leicester, Leicestershire
Mortgage Administrator (Hybrid) Location: LeicestershireSalary: Up to £28,000 + BenefitsWorking Pattern: Hybrid The Role As a Mortgage Administrator, you will play a key role in supporting advisers and ensuring a smooth journey for clients from application through to completion. This is an excellent opportunity for someone with strong mortgage administrative skills who thrives in a fast-paced, customer-focused environment. Key Responsibilities Gathering and reviewing client documentation to support mortgage applications Maintaining accurate records and updating the CRM system Liaising with lenders, solicitors, and other third parties to progress cases Proactively chasing outstanding information and updates Keeping customers fully informed throughout the mortgage process Supporting advisers and ensuring cases progress efficiently to completion What We're Looking For Previous mortgage administrative experience Exceptional attention to detail and organisational skills Strong communication skills, both written and verbal Ability to manage multiple cases and prioritise workload effectively Proactive, reliable, and customer-focused approach What's on Offer Competitive salary up to £28,000 Hybrid working flexibility Supportive and collaborative team environment Opportunity to develop within the mortgage and financial services sector
Jun 15, 2026
Full time
Mortgage Administrator (Hybrid) Location: LeicestershireSalary: Up to £28,000 + BenefitsWorking Pattern: Hybrid The Role As a Mortgage Administrator, you will play a key role in supporting advisers and ensuring a smooth journey for clients from application through to completion. This is an excellent opportunity for someone with strong mortgage administrative skills who thrives in a fast-paced, customer-focused environment. Key Responsibilities Gathering and reviewing client documentation to support mortgage applications Maintaining accurate records and updating the CRM system Liaising with lenders, solicitors, and other third parties to progress cases Proactively chasing outstanding information and updates Keeping customers fully informed throughout the mortgage process Supporting advisers and ensuring cases progress efficiently to completion What We're Looking For Previous mortgage administrative experience Exceptional attention to detail and organisational skills Strong communication skills, both written and verbal Ability to manage multiple cases and prioritise workload effectively Proactive, reliable, and customer-focused approach What's on Offer Competitive salary up to £28,000 Hybrid working flexibility Supportive and collaborative team environment Opportunity to develop within the mortgage and financial services sector
GCB Recruitment
Financial Administrator
GCB Recruitment Warrington, Cheshire
Financial Administrator / Junior Paraplanner £25,000 Basic Medical Insurance + Career Progression Do you have a desire for a long-term career in financial services? And some financial services qualifications (or working towards)? Due to continued growth and ongoing success, we are working with a highly respected firm of Financial Advisers who are looking to add a Financial Administrator / Junior Paraplanner to their team. This is a development-focused role, ideal for someone with strong attention to detail, a willingness to learn, and a genuine interest in financial planning and advice. The Role As a Financial Administrator / Junior Paraplanner, you will: Review client cases and supporting documentation submitted by Financial Advisers Assist in the preparation of suitability reports and planning documentation Provide administrative support to Financial Advisers and Paraplanners Ensure all client records are accurate, compliant, and up to date Liaise with providers and clients where required to obtain outstanding information Support the wider advice process to ensure smooth case progression Develop technical knowledge with a view to progressing into paraplanning Financial Administrator / Junior Paraplanner requirements: Some financial services qualifications (or working towards) Strong interest in financial planning and long-term career development within the industry Excellent attention to detail and organisational skills Strong communication and customer service skills Proactive, reliable, and eager to learn Ability to work well within a team environment What's on Offer? £25,000 basic salary Pension scheme Private medical insurance Full training Clear career progression opportunity into a paraplanning role Supportive and professional working environment Exposure to all areas of financial planning and advice Working hours: Monday to Friday Full-time position Apply Today! If you are a motivated individual looking to start or develop your career in financial services as a Financial Administrator / Junior Paraplanner, we'd love to hear from you. Apply now, and we will review your application within 48 hours. Suitable candidates will be contacted directly.
Jun 15, 2026
Full time
Financial Administrator / Junior Paraplanner £25,000 Basic Medical Insurance + Career Progression Do you have a desire for a long-term career in financial services? And some financial services qualifications (or working towards)? Due to continued growth and ongoing success, we are working with a highly respected firm of Financial Advisers who are looking to add a Financial Administrator / Junior Paraplanner to their team. This is a development-focused role, ideal for someone with strong attention to detail, a willingness to learn, and a genuine interest in financial planning and advice. The Role As a Financial Administrator / Junior Paraplanner, you will: Review client cases and supporting documentation submitted by Financial Advisers Assist in the preparation of suitability reports and planning documentation Provide administrative support to Financial Advisers and Paraplanners Ensure all client records are accurate, compliant, and up to date Liaise with providers and clients where required to obtain outstanding information Support the wider advice process to ensure smooth case progression Develop technical knowledge with a view to progressing into paraplanning Financial Administrator / Junior Paraplanner requirements: Some financial services qualifications (or working towards) Strong interest in financial planning and long-term career development within the industry Excellent attention to detail and organisational skills Strong communication and customer service skills Proactive, reliable, and eager to learn Ability to work well within a team environment What's on Offer? £25,000 basic salary Pension scheme Private medical insurance Full training Clear career progression opportunity into a paraplanning role Supportive and professional working environment Exposure to all areas of financial planning and advice Working hours: Monday to Friday Full-time position Apply Today! If you are a motivated individual looking to start or develop your career in financial services as a Financial Administrator / Junior Paraplanner, we'd love to hear from you. Apply now, and we will review your application within 48 hours. Suitable candidates will be contacted directly.
Capio Recruitment Financial Planning
Financial Services Administrator
Capio Recruitment Financial Planning Lincoln, Lincolnshire
Financial Services Administrator Lincoln £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Jun 15, 2026
Full time
Financial Services Administrator Lincoln £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Capio Recruitment Financial Planning
Financial Services Administrator
Capio Recruitment Financial Planning Middlesbrough, Yorkshire
Financial Services Administrator Middlesbrough £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Jun 15, 2026
Full time
Financial Services Administrator Middlesbrough £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.

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