St. James's Place Wealth Management
West Bridgford, Nottinghamshire
Trainee Financial Services Administrator Hours Full Time, 8.30am - 4.30pm Monday - Friday Location West Bridgford, Nottingham (NG2) Salary £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
May 08, 2026
Full time
Trainee Financial Services Administrator Hours Full Time, 8.30am - 4.30pm Monday - Friday Location West Bridgford, Nottingham (NG2) Salary £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Are you available for a temporary assignment until September? Our client is seeking a reliable and committed temporary staff member to support the delivery of an internal project over a 6-months fixed period as a Project Support Administrator . This is a fast-paced, process-driven role requiring accuracy, professionalism, and the ability to learn new systems quickly. While previous experience in financial services or a call centre environment is advantageous, it is not essential as full training will be provided. The role will involve handling inbound and outbound client calls, so strong communication skills and sensitivity are key. Key Responsibilities: Accurately complete and manage end-to-end processes associated with the project. Handle incoming and outgoing client calls professionally and sensitively. Provide clear information to clients and gather required details accurately. Maintain a high level of attention to detail while adhering to strict quality and compliance standards. Learn and confidently navigate new systems and digital tools. Handle confidential client information securely and in line with compliance requirements. Work collaboratively with the wider project team to ensure milestones and service levels are met. Key Skills & Experience: High attention to detail and strong accuracy. Excellent verbal and written communication skills. Ability to follow structured processes consistently. Fast learner, particularly with new systems and technology. Strong organisational and time-management skills. Professional, reliable, and committed. Preferred Experience (Desirable): Experience within financial services, call centres, or regulated environments. Experience handling customer complaints or sensitive client interactions. Background in operational, administrative, or process-driven roles. Additional Information: Monday -Friday, 9am-5pm (35-hour week) 6-month assignment with full availability required No week-on-week changes On-site role based in Witney Training provided If you are motivated by delivering outstanding client service and want to play a vital role in supporting a project, we d love to hear from you. To express interest in this promising role, kindly forward your latest CV, detailing your present or most recent remuneration package and any notice period you might have. For a discreet, detailed discussion about the role, you can contact Shanelle Bowyer at (phone number removed) . Alternatively, connect with us on LinkedIn via the following link: (url removed)/
May 08, 2026
Contractor
Are you available for a temporary assignment until September? Our client is seeking a reliable and committed temporary staff member to support the delivery of an internal project over a 6-months fixed period as a Project Support Administrator . This is a fast-paced, process-driven role requiring accuracy, professionalism, and the ability to learn new systems quickly. While previous experience in financial services or a call centre environment is advantageous, it is not essential as full training will be provided. The role will involve handling inbound and outbound client calls, so strong communication skills and sensitivity are key. Key Responsibilities: Accurately complete and manage end-to-end processes associated with the project. Handle incoming and outgoing client calls professionally and sensitively. Provide clear information to clients and gather required details accurately. Maintain a high level of attention to detail while adhering to strict quality and compliance standards. Learn and confidently navigate new systems and digital tools. Handle confidential client information securely and in line with compliance requirements. Work collaboratively with the wider project team to ensure milestones and service levels are met. Key Skills & Experience: High attention to detail and strong accuracy. Excellent verbal and written communication skills. Ability to follow structured processes consistently. Fast learner, particularly with new systems and technology. Strong organisational and time-management skills. Professional, reliable, and committed. Preferred Experience (Desirable): Experience within financial services, call centres, or regulated environments. Experience handling customer complaints or sensitive client interactions. Background in operational, administrative, or process-driven roles. Additional Information: Monday -Friday, 9am-5pm (35-hour week) 6-month assignment with full availability required No week-on-week changes On-site role based in Witney Training provided If you are motivated by delivering outstanding client service and want to play a vital role in supporting a project, we d love to hear from you. To express interest in this promising role, kindly forward your latest CV, detailing your present or most recent remuneration package and any notice period you might have. For a discreet, detailed discussion about the role, you can contact Shanelle Bowyer at (phone number removed) . Alternatively, connect with us on LinkedIn via the following link: (url removed)/
Client Services Administrator Monday-Friday 9am-5pm South Manchester (Office based) Up to 30,000 DOE MPJ Recruitment are proud to be working with a growing financial services business based in South Manchester. This is a superb opportunity helping clients achieve their long term financial goals. You'll be joining an experienced, supportive team in a business that is growing rapidly and committed to investing in staff development. This role is ideal for someone who wants to build a long-term career in financial services with clear opportunities to broaden skills and responsibilities over time. Main Responsibilities Pre meeting information packs Review of client performance Reconciliation of client account movement Post meeting outcome reports System updates Reporting writing Liaising with Advisers Working with other internal teams Ad hoc duties as required Knowledge & experience Experience of professional services industry Experience at working in fast paced environment Skills Good team skills and desire to working collaboratively Excellent verbal and written communication skills Can-do attitude Great attention to detail Previous experience in administration Computer literate Behaviours A customer focussed outlook Team player A desire to succeed Proactive approach Results driven - takes ownership Package & Benefits Competitive salary Office-based role in South Manchester 25 days holiday plus bank holidays Birthday holiday Group pension scheme - 5% company contribution On-site gym Health Shield plan Free on-site parking Interested in knowing more? CLICK APPLY.
May 08, 2026
Full time
Client Services Administrator Monday-Friday 9am-5pm South Manchester (Office based) Up to 30,000 DOE MPJ Recruitment are proud to be working with a growing financial services business based in South Manchester. This is a superb opportunity helping clients achieve their long term financial goals. You'll be joining an experienced, supportive team in a business that is growing rapidly and committed to investing in staff development. This role is ideal for someone who wants to build a long-term career in financial services with clear opportunities to broaden skills and responsibilities over time. Main Responsibilities Pre meeting information packs Review of client performance Reconciliation of client account movement Post meeting outcome reports System updates Reporting writing Liaising with Advisers Working with other internal teams Ad hoc duties as required Knowledge & experience Experience of professional services industry Experience at working in fast paced environment Skills Good team skills and desire to working collaboratively Excellent verbal and written communication skills Can-do attitude Great attention to detail Previous experience in administration Computer literate Behaviours A customer focussed outlook Team player A desire to succeed Proactive approach Results driven - takes ownership Package & Benefits Competitive salary Office-based role in South Manchester 25 days holiday plus bank holidays Birthday holiday Group pension scheme - 5% company contribution On-site gym Health Shield plan Free on-site parking Interested in knowing more? CLICK APPLY.
Our Client is a global specialist in corporate, fund and active wealth services and are looking for a Client Support Administrator to join their busy administration team. The Client Support Administrator will: Undertake periodic and trigger event reviews for new and existing client entities Ensure that review findings are concise and accurate Review CDD document received and carry out an assessment on the certifier Demonstrate effective communication, ensuring the objectives, initiatives and information is cascaded to team/direct reports Undertake role specific tasks to support the Client Support Senior Manager Ensure that their time is recorded accurately and that timesheets are submitted promptly Support the Administration Teams enabling them to focus on Client relationships Develop and maintain knowledge of control documents, policies, procedures and processes Maintain a sound understanding of key risks, legal, regulatory and AML obligations applicable to the business' operations and their impacts on the business. Ensure clear understanding of the business' Risk Appetite Statement Encourage a culture of compliance by building strong relationships within the business The ideal candidate for the role of Client Support Administrator will have: 2-5 years experience working in a similar support role A demonstrable track record within the offshore financial services industry, with experience of the administration of trust and company structures and experience in implemeting CDD policies and procedures in the review of client files A good understanding of Anti Money Laundering, Countering the Financing of Terrorism and Proliferation Financing legislation, codes of practice and regulatory guidance as well as industry best practice is essential, together with company and trust regulation An understanding of NavOne would be an advantage but is not essential as training will be provided. Fluent in English, with strong verbal and written communication skills which are critical to the position Ability to deal with structures and understand regulatory and policy requirements Excellent organisational skills and attention to detail Strong relationship building skills Desirable: An understanding of NavOne would be advantageous but is not essential as training will be provided
May 08, 2026
Full time
Our Client is a global specialist in corporate, fund and active wealth services and are looking for a Client Support Administrator to join their busy administration team. The Client Support Administrator will: Undertake periodic and trigger event reviews for new and existing client entities Ensure that review findings are concise and accurate Review CDD document received and carry out an assessment on the certifier Demonstrate effective communication, ensuring the objectives, initiatives and information is cascaded to team/direct reports Undertake role specific tasks to support the Client Support Senior Manager Ensure that their time is recorded accurately and that timesheets are submitted promptly Support the Administration Teams enabling them to focus on Client relationships Develop and maintain knowledge of control documents, policies, procedures and processes Maintain a sound understanding of key risks, legal, regulatory and AML obligations applicable to the business' operations and their impacts on the business. Ensure clear understanding of the business' Risk Appetite Statement Encourage a culture of compliance by building strong relationships within the business The ideal candidate for the role of Client Support Administrator will have: 2-5 years experience working in a similar support role A demonstrable track record within the offshore financial services industry, with experience of the administration of trust and company structures and experience in implemeting CDD policies and procedures in the review of client files A good understanding of Anti Money Laundering, Countering the Financing of Terrorism and Proliferation Financing legislation, codes of practice and regulatory guidance as well as industry best practice is essential, together with company and trust regulation An understanding of NavOne would be an advantage but is not essential as training will be provided. Fluent in English, with strong verbal and written communication skills which are critical to the position Ability to deal with structures and understand regulatory and policy requirements Excellent organisational skills and attention to detail Strong relationship building skills Desirable: An understanding of NavOne would be advantageous but is not essential as training will be provided
Gordon Yates Recruitment Consultancy
City, Liverpool
JAG Programme Administrator Our client is seeking an individual with exceptional Administrator/Coordinator We are looking for an enthusiastic individual to join their team as a Temp Accreditation Unit Administrator Starting immediately for 3 Months Liverpool- L7 3FA Hybrid working. £14.50-15.28 an hour depending experience Previous experience within a similar and fast paced administrative position would be essential. Who will you be working for? Our client is a London & Liverpool based not for profit membership organisation for healthcare professionals; they are innovative and leaders in the sectors best practice. They have several locations throughout the UK. This role is based in their Liverpool Office; The Spine The programme administrator will be responsible for administrating accreditation assessments, handling customer enquiries, administrating committee meetings and training days, and undertaking general administrative tasks for the Accreditation Unit. Providing administration for the accreditation programme Support services to register with the accreditation/ certification scheme, making clear the benefits of accreditation/certification. Organise accreditation assessments and process applications and results. Liaise with assessors, clinicians and services to administer all aspects of the accreditation and/or certification process from start to finish, ensuring timelines are adhered to and that a high quality service is delivered. Update other team members on the progress of assessments during weekly meetings and escalate queries appropriately. Coordinating training days and governance meetings Providing administration for training days, including booking venues and liaising with trainers, colleagues and delegates. Issuing invitations for training days and events, processing delegate registrations and maintaining up-to-date and accurate delegate lists. Preparing training material including packs and online documentation. Collating and reporting on feedback from training days and events. Communications Being the first point of contact for external queries by telephone and email and providing an excellent level of customer service. Running a helpdesk service which responds to queries within agreed timescales. This may include providing guidance, supporting users to navigate various web tools, resetting passwords and/or setting up new users. Financial responsibility Contribute to financial processes as per unit policies including raising of annual subscription invoices, processing invoices for payment, processing expense claims and processing other bills for travel, accommodation and teleconferences. You will need: Essential Experience of assisting with the planning and coordination of effective meetings and events. Experience of supporting formal committee-style meetings including writing high quality minutes of meetings. Demonstrable experience of engaging and communicating with stakeholders effectively. Customer service experience Desirable Experience of administration in a healthcare or related context, such as the NHS Understanding of confidentiality and data protection legislation including information governance.
May 08, 2026
Seasonal
JAG Programme Administrator Our client is seeking an individual with exceptional Administrator/Coordinator We are looking for an enthusiastic individual to join their team as a Temp Accreditation Unit Administrator Starting immediately for 3 Months Liverpool- L7 3FA Hybrid working. £14.50-15.28 an hour depending experience Previous experience within a similar and fast paced administrative position would be essential. Who will you be working for? Our client is a London & Liverpool based not for profit membership organisation for healthcare professionals; they are innovative and leaders in the sectors best practice. They have several locations throughout the UK. This role is based in their Liverpool Office; The Spine The programme administrator will be responsible for administrating accreditation assessments, handling customer enquiries, administrating committee meetings and training days, and undertaking general administrative tasks for the Accreditation Unit. Providing administration for the accreditation programme Support services to register with the accreditation/ certification scheme, making clear the benefits of accreditation/certification. Organise accreditation assessments and process applications and results. Liaise with assessors, clinicians and services to administer all aspects of the accreditation and/or certification process from start to finish, ensuring timelines are adhered to and that a high quality service is delivered. Update other team members on the progress of assessments during weekly meetings and escalate queries appropriately. Coordinating training days and governance meetings Providing administration for training days, including booking venues and liaising with trainers, colleagues and delegates. Issuing invitations for training days and events, processing delegate registrations and maintaining up-to-date and accurate delegate lists. Preparing training material including packs and online documentation. Collating and reporting on feedback from training days and events. Communications Being the first point of contact for external queries by telephone and email and providing an excellent level of customer service. Running a helpdesk service which responds to queries within agreed timescales. This may include providing guidance, supporting users to navigate various web tools, resetting passwords and/or setting up new users. Financial responsibility Contribute to financial processes as per unit policies including raising of annual subscription invoices, processing invoices for payment, processing expense claims and processing other bills for travel, accommodation and teleconferences. You will need: Essential Experience of assisting with the planning and coordination of effective meetings and events. Experience of supporting formal committee-style meetings including writing high quality minutes of meetings. Demonstrable experience of engaging and communicating with stakeholders effectively. Customer service experience Desirable Experience of administration in a healthcare or related context, such as the NHS Understanding of confidentiality and data protection legislation including information governance.
Job Title: Receptionist & Office Administrator 2 Locations for this tole: Central London & Weybridge Salary: £25,000 + Bonus + Benefits We're recruiting for a Receptionist & Office Administrator to join a professional organisation within the financial services industry. This is a key front-of-house role where you'll help deliver a first-class client and office experience . The Role Be the first point of contact for clients and visitors Provide a welcoming and professional front-of-house service Manage meeting rooms, refreshments, and office presentation Handle incoming calls, emails, and general enquiries Support day-to-day administrative tasks across the business Maintain and update CRM/data systems (training provided) Assist with post, deliveries, and general office coordination Key Skills & Experience Previous experience in reception, front-of-house, or office administration Strong customer service and communication skills Highly organised with excellent attention to detail Confident using Microsoft Office (Word, Excel, Outlook) Professional, proactive, and able to multitask Comfortable working in a busy, fast-paced environment Details Monday-Friday, 8:30am-5:30pm Office-based role (Central London & Weybridge) £25,000 salary + bonus + benefits A great opportunity to join a well-established financial services environment in a varied and client-facing role.
May 08, 2026
Full time
Job Title: Receptionist & Office Administrator 2 Locations for this tole: Central London & Weybridge Salary: £25,000 + Bonus + Benefits We're recruiting for a Receptionist & Office Administrator to join a professional organisation within the financial services industry. This is a key front-of-house role where you'll help deliver a first-class client and office experience . The Role Be the first point of contact for clients and visitors Provide a welcoming and professional front-of-house service Manage meeting rooms, refreshments, and office presentation Handle incoming calls, emails, and general enquiries Support day-to-day administrative tasks across the business Maintain and update CRM/data systems (training provided) Assist with post, deliveries, and general office coordination Key Skills & Experience Previous experience in reception, front-of-house, or office administration Strong customer service and communication skills Highly organised with excellent attention to detail Confident using Microsoft Office (Word, Excel, Outlook) Professional, proactive, and able to multitask Comfortable working in a busy, fast-paced environment Details Monday-Friday, 8:30am-5:30pm Office-based role (Central London & Weybridge) £25,000 salary + bonus + benefits A great opportunity to join a well-established financial services environment in a varied and client-facing role.
Morgan McKinley is looking for an experienced Financial Services Administrator or Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. The Financial Services Administrator will be supporting the Financial Advisers on a daily basis with clients pensions and investment admin. The role can be office based or hybrid working. Salary : 30-32K Financial Services Admin duties: Support the financial services team with all pensions/investment admin and compliance processing Updating the in-house systems and compliance files Submit the online pension and investment info on the portals Issue documents to clients including post sales letters and plan schedules Any other admin duties requested and also produce ongoing service reports Liaise regularly with the pension / investment providers Skills and experience: Proven experience working in a similar Financial Services Administration - Pensions or Investment Admin, support role within financial services Excellent communication and IT skills Knowledge of financial services, specifically pension providers and products/portals
May 08, 2026
Full time
Morgan McKinley is looking for an experienced Financial Services Administrator or Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. The Financial Services Administrator will be supporting the Financial Advisers on a daily basis with clients pensions and investment admin. The role can be office based or hybrid working. Salary : 30-32K Financial Services Admin duties: Support the financial services team with all pensions/investment admin and compliance processing Updating the in-house systems and compliance files Submit the online pension and investment info on the portals Issue documents to clients including post sales letters and plan schedules Any other admin duties requested and also produce ongoing service reports Liaise regularly with the pension / investment providers Skills and experience: Proven experience working in a similar Financial Services Administration - Pensions or Investment Admin, support role within financial services Excellent communication and IT skills Knowledge of financial services, specifically pension providers and products/portals
This established, wealth management firm based in Guildford are seeking an Graduate Financial Services Administrator to join their team. You will be joining a very reputable organisation that is experiencing great growth and has a very stable workforce. Furthermore, this position is well suited to someone who is seeking to start their career within Financial Services and also progress long term. Job Title: Graduate Financial Services Administrator Job Type: Permanent, full time Location: Guildford, Surrey Salary: £28,000 - £34,000 per annum Reference no: 15963 Graduate Financial Services Administrator Benefits 25 days holiday plus bank holidays 35 hour working week Car parking onsite Pension scheme Graduate Financial Services Administrator About The Role In this role you will be required to communicate at all levels and will be working with several partners. Your key responsibilities will be: Greeting visitors, answering the telephone, taking messages, and arranging client appointments Opening, scanning, and processing incoming post and overseeing outgoing correspondence Maintaining accurate filing systems and carrying out shredding in line with procedures Inputting new client details accurately into internal systems Liaising with insurance companies and external providers Assisting the team with report processing and documentation Supporting advisers with case administration and client correspondence Undertaking general office administration duties as required The successful Graduate Financial Services Administrator will have: A strong desire to work within financial services Ability to communicate at all levels Strong IT skills Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful. Refer a friend If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)
May 08, 2026
Full time
This established, wealth management firm based in Guildford are seeking an Graduate Financial Services Administrator to join their team. You will be joining a very reputable organisation that is experiencing great growth and has a very stable workforce. Furthermore, this position is well suited to someone who is seeking to start their career within Financial Services and also progress long term. Job Title: Graduate Financial Services Administrator Job Type: Permanent, full time Location: Guildford, Surrey Salary: £28,000 - £34,000 per annum Reference no: 15963 Graduate Financial Services Administrator Benefits 25 days holiday plus bank holidays 35 hour working week Car parking onsite Pension scheme Graduate Financial Services Administrator About The Role In this role you will be required to communicate at all levels and will be working with several partners. Your key responsibilities will be: Greeting visitors, answering the telephone, taking messages, and arranging client appointments Opening, scanning, and processing incoming post and overseeing outgoing correspondence Maintaining accurate filing systems and carrying out shredding in line with procedures Inputting new client details accurately into internal systems Liaising with insurance companies and external providers Assisting the team with report processing and documentation Supporting advisers with case administration and client correspondence Undertaking general office administration duties as required The successful Graduate Financial Services Administrator will have: A strong desire to work within financial services Ability to communicate at all levels Strong IT skills Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful. Refer a friend If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)
Job Title: IFA Administrator Location: South Manchester Salary: Up to £32,000 (depending on experience) Working Pattern: Full-time Hybrid after probation (1 day WFH) Flexible hours Hiring Process: Quick 2-stage interview Ready for your next step in financial services? We re recruiting on behalf of a highly regarded and growing financial services firm in South Manchester, looking to add an experienced IfA Administrator to their team. If you enjoy working in a fast-paced environment, take pride in getting the details right, and want to be part of a supportive, professional team this could be the perfect move. Why this role? Join a well-established and respected firm with a strong reputation Be part of a friendly, collaborative team that values your input Enjoy flexible working hours to suit your lifestyle Hybrid working available after probation Genuine opportunity to develop and grow your career What you ll be doing Managing and processing new business from start to finish Working closely with advisers, providers, and clients Keeping cases moving efficiently and proactively chasing progress Ensuring all documentation is accurate and compliant Supporting the wider team with day-to-day administration What s in it for you Salary up to £32,000 Flexible working hours Hybrid working (post-probation) Supportive and professional working environment Clear opportunity to build on your experience This is a great opportunity for an IFA Administrator with around 2 3 years experience who s looking for a role where they ll be valued and can make a real impact. Apply now to find out more.
May 08, 2026
Full time
Job Title: IFA Administrator Location: South Manchester Salary: Up to £32,000 (depending on experience) Working Pattern: Full-time Hybrid after probation (1 day WFH) Flexible hours Hiring Process: Quick 2-stage interview Ready for your next step in financial services? We re recruiting on behalf of a highly regarded and growing financial services firm in South Manchester, looking to add an experienced IfA Administrator to their team. If you enjoy working in a fast-paced environment, take pride in getting the details right, and want to be part of a supportive, professional team this could be the perfect move. Why this role? Join a well-established and respected firm with a strong reputation Be part of a friendly, collaborative team that values your input Enjoy flexible working hours to suit your lifestyle Hybrid working available after probation Genuine opportunity to develop and grow your career What you ll be doing Managing and processing new business from start to finish Working closely with advisers, providers, and clients Keeping cases moving efficiently and proactively chasing progress Ensuring all documentation is accurate and compliant Supporting the wider team with day-to-day administration What s in it for you Salary up to £32,000 Flexible working hours Hybrid working (post-probation) Supportive and professional working environment Clear opportunity to build on your experience This is a great opportunity for an IFA Administrator with around 2 3 years experience who s looking for a role where they ll be valued and can make a real impact. Apply now to find out more.
What is The Role: Elastic has seen significant growth in its work within the Public Sector over the last few years. This role will focus on delivery but also on leading stakeholder relationships at the highest levels of Government and on helping align Elastic to their strategic objectives. You will have the opportunity to work with a tremendous services, engineering, and sales team and wear many hats. This is a critical role, as Consultants have an amazing chance to make an immediate impact on the success of Elastic and our customers. Given the opportunity and the organisations that you will be working with, you must be a current holder of Security clearance. LI-PF1 What You Will Be Doing: Strong customer advocacy, relationship building, and communications skills The ability to easily pivot from delivery to strategic engagements with customers To work with the wider Elastic organisation to support the customer's goals, their strategic requirements and their journey with Elastic. Ownership of the strategic roadmap with the customer including quarterly strategic sessions with senior and key stakeholders either in one or a number of customers with common goals. Solution design, development, and integration of Elastic products and APIs, platform architecture, and capacity planning in mission-critical environments Comfortable working remotely in a highly distributed team Development of demos and proof-of-concepts that highlight the value of the Elastic Stack Data modelling, query development and optimisation, cluster tuning and scaling with a focus on fast search and analytics at scale Solving our customers' most challenging data problems Working closely with the Elastic engineering, product management, and support teams to identify feature enhancements, extensions. Engaging with the Elastic Sales team to scope opportunities while assessing technical risks, questions, or concerns What You Bring: Hands on experience and an understanding of Elasticsearch and/or Lucene Minimum of 2 years' experience as a Software Engineer, System Administrator, or DevOps Engineer Minimum of 5 years' experience working as a Consultant, delivering and executing on professional services engagements Currently holding current UK security clearance, or has previously held security clearance, or is willing to undergo security clearance Experience as a technical instructor or public speaker to large audiences on enterprise infrastructure software technology to engineers, developers, and other technical positions Excel at working directly with customers to gather, prioritise, plan and execute solutions to customer business requirements as it relates to our technologies Understanding and passion for open source technology and knowledge and proficiency in at least one programming language Hands on experience with large distributed systems from an architecture and development perspective Knowledge of information retrieval and/or analytics domain The nature of the work that you will be doing will require a high percentage of work onsite with customers, and you should be expected to travel as a result of this requirement Understanding of Linux, Java and databases Bonus Points: Deep understanding of Elasticsearch and Lucene, including Elastic Certified Engineer certification BS, MS or PhD in Computer Science or related engineering discipline Strong knowledge of Java and Linux/Unix environment, software development, and/or experience with distributed systems Experience and interest in delivering and/or developing product training Experience contributing to an open source project or documentation Benefits: Competitive pay based on the work you do here and not your previous salary Health coverage for you and your family in many locations Ability to craft your calendar with flexible locations and schedules for many roles Generous number of vacation days each year Increase your impact - We match up to $2000 for financial donations and service Up to 40 hours each year to use toward volunteer projects you love Embracing parenthood with a minimum of 16 weeks of parental leave 401(k) / Retirement Plan Health coverage & vision insurance Flexible locations & schedules Work from home policy Generous vacation time & paid holidays EEO Statement: Elastic is an equal opportunity employer and is committed to creating an inclusive culture that celebrates different perspectives, experiences, and backgrounds. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, pregnancy, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status, or any other basis protected by federal, state or local law, ordinance or regulation. We welcome individuals with disabilities and strive to create an accessible and inclusive experience for all individuals. To request an accommodation during the application or the recruiting process, please email . We will reply to your request within 24 business hours of submission. Applicants have rights under Federal Employment Laws and can view the following posters linked below: Family and Medical Leave Act (FMLA) Poster, Employee Polygraph Protection Act (EPPA) Poster, and relevant export control disclosures.
May 08, 2026
Full time
What is The Role: Elastic has seen significant growth in its work within the Public Sector over the last few years. This role will focus on delivery but also on leading stakeholder relationships at the highest levels of Government and on helping align Elastic to their strategic objectives. You will have the opportunity to work with a tremendous services, engineering, and sales team and wear many hats. This is a critical role, as Consultants have an amazing chance to make an immediate impact on the success of Elastic and our customers. Given the opportunity and the organisations that you will be working with, you must be a current holder of Security clearance. LI-PF1 What You Will Be Doing: Strong customer advocacy, relationship building, and communications skills The ability to easily pivot from delivery to strategic engagements with customers To work with the wider Elastic organisation to support the customer's goals, their strategic requirements and their journey with Elastic. Ownership of the strategic roadmap with the customer including quarterly strategic sessions with senior and key stakeholders either in one or a number of customers with common goals. Solution design, development, and integration of Elastic products and APIs, platform architecture, and capacity planning in mission-critical environments Comfortable working remotely in a highly distributed team Development of demos and proof-of-concepts that highlight the value of the Elastic Stack Data modelling, query development and optimisation, cluster tuning and scaling with a focus on fast search and analytics at scale Solving our customers' most challenging data problems Working closely with the Elastic engineering, product management, and support teams to identify feature enhancements, extensions. Engaging with the Elastic Sales team to scope opportunities while assessing technical risks, questions, or concerns What You Bring: Hands on experience and an understanding of Elasticsearch and/or Lucene Minimum of 2 years' experience as a Software Engineer, System Administrator, or DevOps Engineer Minimum of 5 years' experience working as a Consultant, delivering and executing on professional services engagements Currently holding current UK security clearance, or has previously held security clearance, or is willing to undergo security clearance Experience as a technical instructor or public speaker to large audiences on enterprise infrastructure software technology to engineers, developers, and other technical positions Excel at working directly with customers to gather, prioritise, plan and execute solutions to customer business requirements as it relates to our technologies Understanding and passion for open source technology and knowledge and proficiency in at least one programming language Hands on experience with large distributed systems from an architecture and development perspective Knowledge of information retrieval and/or analytics domain The nature of the work that you will be doing will require a high percentage of work onsite with customers, and you should be expected to travel as a result of this requirement Understanding of Linux, Java and databases Bonus Points: Deep understanding of Elasticsearch and Lucene, including Elastic Certified Engineer certification BS, MS or PhD in Computer Science or related engineering discipline Strong knowledge of Java and Linux/Unix environment, software development, and/or experience with distributed systems Experience and interest in delivering and/or developing product training Experience contributing to an open source project or documentation Benefits: Competitive pay based on the work you do here and not your previous salary Health coverage for you and your family in many locations Ability to craft your calendar with flexible locations and schedules for many roles Generous number of vacation days each year Increase your impact - We match up to $2000 for financial donations and service Up to 40 hours each year to use toward volunteer projects you love Embracing parenthood with a minimum of 16 weeks of parental leave 401(k) / Retirement Plan Health coverage & vision insurance Flexible locations & schedules Work from home policy Generous vacation time & paid holidays EEO Statement: Elastic is an equal opportunity employer and is committed to creating an inclusive culture that celebrates different perspectives, experiences, and backgrounds. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, pregnancy, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status, or any other basis protected by federal, state or local law, ordinance or regulation. We welcome individuals with disabilities and strive to create an accessible and inclusive experience for all individuals. To request an accommodation during the application or the recruiting process, please email . We will reply to your request within 24 business hours of submission. Applicants have rights under Federal Employment Laws and can view the following posters linked below: Family and Medical Leave Act (FMLA) Poster, Employee Polygraph Protection Act (EPPA) Poster, and relevant export control disclosures.
Business Administrator Location: Horsham, (RH12) Salary: Up to £30,000 (FTE) Depending on experience Hours: Part Time - Hybrid working pattern available Business / IFA Administrator We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive IFA / Business Administrator to join our Adviser Hub. This is an important role at the heart of our new business operation working closely with our advisers to keep cases moving and clients well looked after. If you enjoy being a reliable point of contact, take pride in process and accuracy, and thrive in a varied and fast-paced environment, we would love to hear from you. The Role - Business / IFA Administrator As a Business / IFA Administrator in a financial services environment you will be responsible for business submission, case handling, and acting as the main point of contact within our Adviser Hub, working alongside the adviser team on a daily basis and sitting at the centre of new business and case progression activity. From LOA tracking and client communications to paraplanner liaison and EBS submissions, you will own the end-to-end process keeping cases moving, documentation complete, and everyone in the loop. Key Responsibilities EBS Submissions - Submitting EBS applications, maintaining the business tracker, and forwarding discharge forms and documents to the central admin team Case Management - Sense-checking data and fact find standards, maintaining case checklists, liaising with central SJP admin, and ensuring all documentation requirements are met end to end LOAs & Tracking - Sending Letters of Authority, tracking responses via our outsourced admin team, and following up to ensure timely receipt Paraplanner Liaison - Overseeing handovers, updating advice cycles, monitoring paraplanner capacity & case progress, and ensuring timely completion of suitability work New Money Tracking - Tracking new money received from providers and clients, and ensuring records are kept up to date throughout. Client Communications - Preparing meeting packs, sending review letters, and acting as first point of contact for new business queries Salesforce CFR Records - Creating and maintaining client CFR records in Salesforce, ensuring all details are accurate and up to date for the Adviser team Inbox Management - Managing the shared Adviser Hub inbox, triaging incoming requests from advisers and responses from the outsourcing team, and ensuring everything is picked up and actioned in a timely manner About You - Business / IFA Administrator Previous experience as an Administrator within an IFA, Financal Services or Wealth Management regulated environment A natural organiser who stays calm under pressure and thrives when juggling competing priorities Experienced in EBS submission and new business processing Confident communicating with advisers and clients, with the ability to find solutions quickly Comfortable working alongside outsourced admin teams and wider departments What We Offer Part-time role, over either 4 or 5 days a week, based on your circumstances and preferences Competitive pro rata salary based on experience, and a comprehensive benefits package A supportive, collaborative, and dynamic working environment Opportunities for professional development and career progression A friendly and inclusive team culture where your contributions are valued Standard working hours of 9:00am - 5:00pm, supported by a flexible clock-in / clock-out system Hybrid working pattern Our Culture We are a people first business that genuinely cares about doing things properly. We work hard, support each other, and believe that great results come from strong relationships, trust, and shared standards. You will be joining a collaborative, down to earth team where everyone pulls together and takes pride in their work. We value professionalism without pretence, initiative without ego, and clear communication over corporate noise. We encourage ownership and accountability, but never at the expense of kindness or support. Ideas are welcomed, questions are encouraged, and development is taken seriously. If something can be improved, we talk about it and fix it together. We are ambitious and growing, but we do not lose sight of the human side of work. Flexibility, respect, and balance matter here. We want people who care about their role, enjoy being part of a team, and want to grow with the business long term. If you are looking for a role where you are supported and genuinely valued, you will feel at home with us. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Senior Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
May 08, 2026
Full time
Business Administrator Location: Horsham, (RH12) Salary: Up to £30,000 (FTE) Depending on experience Hours: Part Time - Hybrid working pattern available Business / IFA Administrator We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive IFA / Business Administrator to join our Adviser Hub. This is an important role at the heart of our new business operation working closely with our advisers to keep cases moving and clients well looked after. If you enjoy being a reliable point of contact, take pride in process and accuracy, and thrive in a varied and fast-paced environment, we would love to hear from you. The Role - Business / IFA Administrator As a Business / IFA Administrator in a financial services environment you will be responsible for business submission, case handling, and acting as the main point of contact within our Adviser Hub, working alongside the adviser team on a daily basis and sitting at the centre of new business and case progression activity. From LOA tracking and client communications to paraplanner liaison and EBS submissions, you will own the end-to-end process keeping cases moving, documentation complete, and everyone in the loop. Key Responsibilities EBS Submissions - Submitting EBS applications, maintaining the business tracker, and forwarding discharge forms and documents to the central admin team Case Management - Sense-checking data and fact find standards, maintaining case checklists, liaising with central SJP admin, and ensuring all documentation requirements are met end to end LOAs & Tracking - Sending Letters of Authority, tracking responses via our outsourced admin team, and following up to ensure timely receipt Paraplanner Liaison - Overseeing handovers, updating advice cycles, monitoring paraplanner capacity & case progress, and ensuring timely completion of suitability work New Money Tracking - Tracking new money received from providers and clients, and ensuring records are kept up to date throughout. Client Communications - Preparing meeting packs, sending review letters, and acting as first point of contact for new business queries Salesforce CFR Records - Creating and maintaining client CFR records in Salesforce, ensuring all details are accurate and up to date for the Adviser team Inbox Management - Managing the shared Adviser Hub inbox, triaging incoming requests from advisers and responses from the outsourcing team, and ensuring everything is picked up and actioned in a timely manner About You - Business / IFA Administrator Previous experience as an Administrator within an IFA, Financal Services or Wealth Management regulated environment A natural organiser who stays calm under pressure and thrives when juggling competing priorities Experienced in EBS submission and new business processing Confident communicating with advisers and clients, with the ability to find solutions quickly Comfortable working alongside outsourced admin teams and wider departments What We Offer Part-time role, over either 4 or 5 days a week, based on your circumstances and preferences Competitive pro rata salary based on experience, and a comprehensive benefits package A supportive, collaborative, and dynamic working environment Opportunities for professional development and career progression A friendly and inclusive team culture where your contributions are valued Standard working hours of 9:00am - 5:00pm, supported by a flexible clock-in / clock-out system Hybrid working pattern Our Culture We are a people first business that genuinely cares about doing things properly. We work hard, support each other, and believe that great results come from strong relationships, trust, and shared standards. You will be joining a collaborative, down to earth team where everyone pulls together and takes pride in their work. We value professionalism without pretence, initiative without ego, and clear communication over corporate noise. We encourage ownership and accountability, but never at the expense of kindness or support. Ideas are welcomed, questions are encouraged, and development is taken seriously. If something can be improved, we talk about it and fix it together. We are ambitious and growing, but we do not lose sight of the human side of work. Flexibility, respect, and balance matter here. We want people who care about their role, enjoy being part of a team, and want to grow with the business long term. If you are looking for a role where you are supported and genuinely valued, you will feel at home with us. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Senior Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
May 08, 2026
Full time
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
Come and join us as a customer focused and results driven Finance Administrator and be part of a hugely successful and friendly team.The Role: As our Finance Administrator for the Margin Support team, you'll work closely with colleagues and suppliers to identify, track, report and resolve the root-cause issues relating to supplier non-compliance for the contract claim recovery process, whilst reducing missed opportunity. At City Plumbing, we have a long history of providing our Finance Administrators with funding and incentives to complete their Finance qualifications, with countless examples of Finance Administrators progressing into more Senior roles within our Finance team.This could be YOU!Key Responsibilities Managing a set of suppliers to ensure full recovery of debt is cleared within SLA deadlines.Updating a tracker to ensure status is up-to-date and responsibility for actions are clearly logged.Investigating Supplier queries and discrepancies in a timely manner.Reconciling supplier accounts using our debt provisioning and liaising with suppliers regularly via meetings.Working with business partners to ensure that information is available for an efficient disputed claim resolution.Recovery of Debt relating to Contract Support.Liaising with purchase ledger to check funds available on supplier accounts prior to raising internal debit note deductions - supporting company cash flow.Supporting colleagues and escalating any outstanding issues to ensure an acceptable outcome.Suggesting system and process improvements that adapt to meet business needs.Input data into the primary books of account and perform account reconciliations as required.Responsible for Month End Process and reconciliations.This is a hybrid-based opportunity with true flexibility to work from home, but you should be within commutable distance of our newly refurbished offices in Crick, NorthamptonshireYou: You'll live and breathe our Customer First ethos, with an innovative and agile approach to problem-solving. You'll enjoy working collaboratively with the wider Finance team and you'll thrive on delivering excellent support to the wider team.Skills and competencies Confident with Excel or Google sheets and analysing data. Team player with a "can do, will do" attitude.Great communication skills, both written and verbal.Organised with a high level of accuracy and attention to detail.The ability to multitask, prioritise and work under pressure.It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Accounts Assistant, Finance Administrator, Finance Graduate, Finance Assistant, Finance Executive, Payroll Assistant, Cash & Banking Assistant, Margin Support Assistant, AAT, CIMA, ACCA, ACA.Us: From boilers to bathroom suites, tubing to towel rails and everything in between, City Plumbing has all the products our customers need to complete the job. And we have all you need to build a successful career! We're proud of our reputation for selling quality plumbing and heating products to both trade and retail customers and we're super excited about our future. We put our colleagues at the heart of all we do, giving them all the tools they need to be successful, happy and feel rewarded in their career with us.Benefits Package and Cultural Environment: BonusDiscounts, savings and cash back at numerous retailersLife assuranceExtended family policy including maternity, paternity, additional annual leave and moreMental Health First Aiders and Employee Assistance Programme, we look out for each otherComplete induction and a company that lets you grow and encourages developmentFinancial education and loansFlexible working optionsA business striving to create an environment of inclusion so everyone can be their true selfAnd more! We're passionate about creating an inclusive workplace that celebrates and values diversity. Bring your whole self to work regardless of age, disability, gender identity or reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, sex or sexual orientation. We don't want you to 'fit' our culture, we want you to enrich it. We are committed to best practices in recruitment and undertake Basic Criminal Record Disclosures for candidates that are offered employment within our branches that undertake deliveries for British Gas. This check will only be undertaken after the acceptance of an offer of employment.
May 08, 2026
Full time
Come and join us as a customer focused and results driven Finance Administrator and be part of a hugely successful and friendly team.The Role: As our Finance Administrator for the Margin Support team, you'll work closely with colleagues and suppliers to identify, track, report and resolve the root-cause issues relating to supplier non-compliance for the contract claim recovery process, whilst reducing missed opportunity. At City Plumbing, we have a long history of providing our Finance Administrators with funding and incentives to complete their Finance qualifications, with countless examples of Finance Administrators progressing into more Senior roles within our Finance team.This could be YOU!Key Responsibilities Managing a set of suppliers to ensure full recovery of debt is cleared within SLA deadlines.Updating a tracker to ensure status is up-to-date and responsibility for actions are clearly logged.Investigating Supplier queries and discrepancies in a timely manner.Reconciling supplier accounts using our debt provisioning and liaising with suppliers regularly via meetings.Working with business partners to ensure that information is available for an efficient disputed claim resolution.Recovery of Debt relating to Contract Support.Liaising with purchase ledger to check funds available on supplier accounts prior to raising internal debit note deductions - supporting company cash flow.Supporting colleagues and escalating any outstanding issues to ensure an acceptable outcome.Suggesting system and process improvements that adapt to meet business needs.Input data into the primary books of account and perform account reconciliations as required.Responsible for Month End Process and reconciliations.This is a hybrid-based opportunity with true flexibility to work from home, but you should be within commutable distance of our newly refurbished offices in Crick, NorthamptonshireYou: You'll live and breathe our Customer First ethos, with an innovative and agile approach to problem-solving. You'll enjoy working collaboratively with the wider Finance team and you'll thrive on delivering excellent support to the wider team.Skills and competencies Confident with Excel or Google sheets and analysing data. Team player with a "can do, will do" attitude.Great communication skills, both written and verbal.Organised with a high level of accuracy and attention to detail.The ability to multitask, prioritise and work under pressure.It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Accounts Assistant, Finance Administrator, Finance Graduate, Finance Assistant, Finance Executive, Payroll Assistant, Cash & Banking Assistant, Margin Support Assistant, AAT, CIMA, ACCA, ACA.Us: From boilers to bathroom suites, tubing to towel rails and everything in between, City Plumbing has all the products our customers need to complete the job. And we have all you need to build a successful career! We're proud of our reputation for selling quality plumbing and heating products to both trade and retail customers and we're super excited about our future. We put our colleagues at the heart of all we do, giving them all the tools they need to be successful, happy and feel rewarded in their career with us.Benefits Package and Cultural Environment: BonusDiscounts, savings and cash back at numerous retailersLife assuranceExtended family policy including maternity, paternity, additional annual leave and moreMental Health First Aiders and Employee Assistance Programme, we look out for each otherComplete induction and a company that lets you grow and encourages developmentFinancial education and loansFlexible working optionsA business striving to create an environment of inclusion so everyone can be their true selfAnd more! We're passionate about creating an inclusive workplace that celebrates and values diversity. Bring your whole self to work regardless of age, disability, gender identity or reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, sex or sexual orientation. We don't want you to 'fit' our culture, we want you to enrich it. We are committed to best practices in recruitment and undertake Basic Criminal Record Disclosures for candidates that are offered employment within our branches that undertake deliveries for British Gas. This check will only be undertaken after the acceptance of an offer of employment.
We're currently working with a well-established, professional services organisation to recruit a Finance Administrator with Accounts Payable experience on a 13 month fixed-term basis. This is a great opportunity to join a collaborative finance team, supporting day-to-day transactional finance processes in a structured and supportive environment. The Role You'll play a key role in supporting the finance function, ensuring the accurate and timely processing of transactions while maintaining strong relationships with both internal teams and external suppliers. Key responsibilities include: Processing supplier invoices and payments accurately and in line with deadlines Handling supplier queries and liaising with internal stakeholders Posting financial transactions and performing bank, supplier and ledger reconciliations Monitoring and managing aged payables Maintaining accurate financial records and master data Supporting month-end processes and internal reporting Assisting with employee expenses and internal billing queries Producing and distributing remittance advice Supporting process improvements and wider finance team tasks About You Previous experience within Accounts Payable / Purchase Ledger Strong attention to detail and high level of accuracy Good communication skills and ability to manage queries effectively Comfortable working with Excel and Microsoft Office tools Organised, proactive and able to manage workload to deadlines Experience with finance systems (any ERP exposure beneficial) What's on Offer Fixed-term opportunity within a stable and reputable organisation Supportive team environment with structured processes Exposure to broader finance activities including month-end Competitive salary and benefits This is an excellent opportunity for someone with solid Accounts Payable experience looking for a stable contract role within a professional and well-run finance function. Get in touch at All applicants must have the right to work in the UK. We will consider all qualified applications for this position. Venture Recruitment Partners does not discriminate against disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other status protected under the Equality Act 2010. Venture Recruitment Partners (also trading as Chilworth Partnership Ltd) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy at . INDTAF
May 08, 2026
Contractor
We're currently working with a well-established, professional services organisation to recruit a Finance Administrator with Accounts Payable experience on a 13 month fixed-term basis. This is a great opportunity to join a collaborative finance team, supporting day-to-day transactional finance processes in a structured and supportive environment. The Role You'll play a key role in supporting the finance function, ensuring the accurate and timely processing of transactions while maintaining strong relationships with both internal teams and external suppliers. Key responsibilities include: Processing supplier invoices and payments accurately and in line with deadlines Handling supplier queries and liaising with internal stakeholders Posting financial transactions and performing bank, supplier and ledger reconciliations Monitoring and managing aged payables Maintaining accurate financial records and master data Supporting month-end processes and internal reporting Assisting with employee expenses and internal billing queries Producing and distributing remittance advice Supporting process improvements and wider finance team tasks About You Previous experience within Accounts Payable / Purchase Ledger Strong attention to detail and high level of accuracy Good communication skills and ability to manage queries effectively Comfortable working with Excel and Microsoft Office tools Organised, proactive and able to manage workload to deadlines Experience with finance systems (any ERP exposure beneficial) What's on Offer Fixed-term opportunity within a stable and reputable organisation Supportive team environment with structured processes Exposure to broader finance activities including month-end Competitive salary and benefits This is an excellent opportunity for someone with solid Accounts Payable experience looking for a stable contract role within a professional and well-run finance function. Get in touch at All applicants must have the right to work in the UK. We will consider all qualified applications for this position. Venture Recruitment Partners does not discriminate against disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other status protected under the Equality Act 2010. Venture Recruitment Partners (also trading as Chilworth Partnership Ltd) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy at . INDTAF
Chalk Hill Group are working with a well-established Technology business, based in Basingstoke, who are seeking a Temporary Finance Administrator to support its finance team during a busy period. This is an excellent opportunity for someone with strong finance administration experience who enjoys working in a fast-paced, high-volume environment. You will provide hands-on support across key finance processes, helping to manage a backlog of transactions while ensuring day-to-day operations run smoothly. You'll work closely with internal stakeholders to maintain accurate financial records and support core accounting activities. Key Responsibilities: Processing high volumes of purchase invoices, expenses, and bank transactions Assisting with sales invoice posting and financial data entry Maintaining and updating supplier records Supporting reconciliations and month-end processes Responding to internal and external finance queries Ensuring finance processes are followed accurately and efficiently Assisting with clearing backlogs and improving administrative workflows Key Requirements: Previous experience in a finance administration or accounts support role Good understanding of basic accounting principles Comfortable working with high-volume transactional workloads Strong attention to detail and accuracy Well-organised with the ability to prioritise tasks effectively Proactive and able to work independently Strong communication skills and a collaborative approach Additional Details Location: Basingstoke (with some flexibility for occasional home working) Hours: Monday to Friday, 9:00am - 5:30pm Rate: £15-£18 per hour (PAYE) Chalk Hill Group is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy on our website.
May 08, 2026
Seasonal
Chalk Hill Group are working with a well-established Technology business, based in Basingstoke, who are seeking a Temporary Finance Administrator to support its finance team during a busy period. This is an excellent opportunity for someone with strong finance administration experience who enjoys working in a fast-paced, high-volume environment. You will provide hands-on support across key finance processes, helping to manage a backlog of transactions while ensuring day-to-day operations run smoothly. You'll work closely with internal stakeholders to maintain accurate financial records and support core accounting activities. Key Responsibilities: Processing high volumes of purchase invoices, expenses, and bank transactions Assisting with sales invoice posting and financial data entry Maintaining and updating supplier records Supporting reconciliations and month-end processes Responding to internal and external finance queries Ensuring finance processes are followed accurately and efficiently Assisting with clearing backlogs and improving administrative workflows Key Requirements: Previous experience in a finance administration or accounts support role Good understanding of basic accounting principles Comfortable working with high-volume transactional workloads Strong attention to detail and accuracy Well-organised with the ability to prioritise tasks effectively Proactive and able to work independently Strong communication skills and a collaborative approach Additional Details Location: Basingstoke (with some flexibility for occasional home working) Hours: Monday to Friday, 9:00am - 5:30pm Rate: £15-£18 per hour (PAYE) Chalk Hill Group is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy on our website.
Job Title: Supported Housing Officer Location: Central Bristol Salary: £26,000 - £28,000 per annum Closing Date: Wednesday 6th May 2026 Job Type : Full Time, Temporary Fixed-term contract until 31st March 2029 with the possibility of extension Ron Jones House is located in central Bristol and houses men aged 22+ who are either experiencing or are at risk of homelessness. Phoenix Place is also located in central Bristol and houses single women and mothers and babies at risk of homelessness. Ron Jones House and Phoenix Place are working with St Mungos to deliver the Rough Sleepers Prevention Service which provides short-term accommodation at these two projects. In this newly created role, you will work with 12 short-term rough sleepers at Ron Jones House and three at Phoenix Place plus a small caseload of residents at RJH We are looking for an organised and driven Supported Housing to deliver a psychologically informed housing and support service to benefit the client groups we serve. What you will be doing: Assess the support needs and risks of residents in line with organisational support delivery and risk management procedures To work in partnership with external agencies to facilitate the effective delivery of services to clients that promotes growth and their development Effectively delivering personalised support services to all clients to help improve outcomes including financial resilience, welfare benefit and budgeting advice to ensure income is maximised for preparation of when moving on to independent living Keeping customers first and effectively delivering all aspects of housing management services such as rent and service charge monitoring and safeguarding. To use IT effectively to ensure the delivery of frontline services and effective reporting of KPI outcomes What you will need to be successful: Putting customers first. An understanding of resident support needs and being able to help them to find solutions Open to change, embraces improvement and takes on board new ideas Understands the importance of quality service delivery and is impact on business success. Strives to deliver high quality affordable services Empathy, an understanding of residents views and being able to encourage colleagues to do the same. Effective time management in a fast-paced environment and being able to prioritise your own workload. Take a proactive approach to targets and plans ahead. Benefits: Elim recognises our highly-skilled and dedicated colleagues are our greatest asset in achieving our vision. Elim colleagues benefit from: 25 days annual holiday rising to 30 days. Access to training and career development through Elim Skills Academy Company pension. Life Assurance. Annual bonus. Health cash plan, which includes discounts to a wide range of shops and services. Free onsite car parking Ability to work from home on occasion to complete training and admin. For full details of Elim's benefits, culture and values please visit our website where you will also find colleague stories, sharing what it's like working for us. 'Although it might be a challenging role at times, it is so rewarding and a privilege to be part of people's life's journey. If you'd like to make a difference in your career and other's people lives, this role is for you. Elim is a supportive organisation with a great sense of community and fairness. I have felt so encouraged and supported since the minute I started.' Elim Colleague How to apply: For more details on the role and to apply please visit our website. We want to ensure we are accessible for all applicants interested in a career at Elim. If you need any assistance with your application or are unable to access our website, please contact HR. We will be reviewing applications as they are received and interviewing those who meet the role requirements. The advert will close as soon as a successful candidate is appointed. We are proud to be an inclusive and values driven organisation that celebrates the diversity of our colleagues. We see the importance of creating an inclusive workforce that reflects our diverse customer base and so welcome applications from underrepresented groups. Please click APPLY to be redirected to our careers page to compete an application form for this role. Candidates with the relevant experience or job titles of: Social Housing Advisor, Housing Needs Assistant, Housing Officer, Housing Support Officer, Housing Assistant, Housing Officer, Housing Services, Housing Assistant, Social Housing Assistant, Supported Housing Officer, Social Housing Worker, Housing Administrator may also be considered for this role.
May 08, 2026
Seasonal
Job Title: Supported Housing Officer Location: Central Bristol Salary: £26,000 - £28,000 per annum Closing Date: Wednesday 6th May 2026 Job Type : Full Time, Temporary Fixed-term contract until 31st March 2029 with the possibility of extension Ron Jones House is located in central Bristol and houses men aged 22+ who are either experiencing or are at risk of homelessness. Phoenix Place is also located in central Bristol and houses single women and mothers and babies at risk of homelessness. Ron Jones House and Phoenix Place are working with St Mungos to deliver the Rough Sleepers Prevention Service which provides short-term accommodation at these two projects. In this newly created role, you will work with 12 short-term rough sleepers at Ron Jones House and three at Phoenix Place plus a small caseload of residents at RJH We are looking for an organised and driven Supported Housing to deliver a psychologically informed housing and support service to benefit the client groups we serve. What you will be doing: Assess the support needs and risks of residents in line with organisational support delivery and risk management procedures To work in partnership with external agencies to facilitate the effective delivery of services to clients that promotes growth and their development Effectively delivering personalised support services to all clients to help improve outcomes including financial resilience, welfare benefit and budgeting advice to ensure income is maximised for preparation of when moving on to independent living Keeping customers first and effectively delivering all aspects of housing management services such as rent and service charge monitoring and safeguarding. To use IT effectively to ensure the delivery of frontline services and effective reporting of KPI outcomes What you will need to be successful: Putting customers first. An understanding of resident support needs and being able to help them to find solutions Open to change, embraces improvement and takes on board new ideas Understands the importance of quality service delivery and is impact on business success. Strives to deliver high quality affordable services Empathy, an understanding of residents views and being able to encourage colleagues to do the same. Effective time management in a fast-paced environment and being able to prioritise your own workload. Take a proactive approach to targets and plans ahead. Benefits: Elim recognises our highly-skilled and dedicated colleagues are our greatest asset in achieving our vision. Elim colleagues benefit from: 25 days annual holiday rising to 30 days. Access to training and career development through Elim Skills Academy Company pension. Life Assurance. Annual bonus. Health cash plan, which includes discounts to a wide range of shops and services. Free onsite car parking Ability to work from home on occasion to complete training and admin. For full details of Elim's benefits, culture and values please visit our website where you will also find colleague stories, sharing what it's like working for us. 'Although it might be a challenging role at times, it is so rewarding and a privilege to be part of people's life's journey. If you'd like to make a difference in your career and other's people lives, this role is for you. Elim is a supportive organisation with a great sense of community and fairness. I have felt so encouraged and supported since the minute I started.' Elim Colleague How to apply: For more details on the role and to apply please visit our website. We want to ensure we are accessible for all applicants interested in a career at Elim. If you need any assistance with your application or are unable to access our website, please contact HR. We will be reviewing applications as they are received and interviewing those who meet the role requirements. The advert will close as soon as a successful candidate is appointed. We are proud to be an inclusive and values driven organisation that celebrates the diversity of our colleagues. We see the importance of creating an inclusive workforce that reflects our diverse customer base and so welcome applications from underrepresented groups. Please click APPLY to be redirected to our careers page to compete an application form for this role. Candidates with the relevant experience or job titles of: Social Housing Advisor, Housing Needs Assistant, Housing Officer, Housing Support Officer, Housing Assistant, Housing Officer, Housing Services, Housing Assistant, Social Housing Assistant, Supported Housing Officer, Social Housing Worker, Housing Administrator may also be considered for this role.
Here at the Mick George Group, we are currently recruiting a Fleet Administrator to join the Transport team. Location Mick George Ellington Working Hours Monday - Friday between 7am-5pm Pay £27,000 - £30,000 Benefits NEST Pension operated via salary sacrifice Employee Assistance Programme Multi-Discount platform Full internal training provided. Excellent opportunities to progress your career across different areas of the Company. Cycle to work scheme Gym discount Recognition scheme Long-service rewards Partnership with Inform Mortgages (Including complimentary will-writing support, free mortgage advice & other financial services) Job Purpose This role is essential in ensuring our fleet remains compliant, efficient, and safe. You'll play a key part in maintaining accurate maintenance records and supporting the Transport Manager with the day to day management of our vehicle maintenance programme. Responsibilities Fleet Monitoring Ensure all vehicles in service submit a pre use defect report daily. Update vehicle status to "not in use" or "Vehicle Off Road" (VOR) where applicable. Follow up with drivers who fail to submit reports and track repeat offenders. Maintenance Management Confirm that all scheduled maintenance and repairs were completed as planned. Liaise with external and internal workshops to verify completed work. Re book and report any missed or incomplete maintenance jobs. Documentation and Compliance Upload maintenance documents to the online portal and update the job system. Audit the Maintenance Planner to verify completed inspections. Review and print PMI (Preventative Maintenance Inspection) reports for accuracy and compliance. Defect Management Update system records to reflect rectified defects. Ensure all repairs are signed off according to DVSA rectification standards. Maintain thorough and compliant records for both safety and non safety faults. Administration and Record Keeping Perform daily audits to ensure all documents are properly uploaded and filed. Provide general administrative support relating to company assets and vehicle maintenance. Skills & Competencies Required Strong organisational and administrative skills. High attention to detail and commitment to accuracy. Ability to liaise confidently with internal teams and external suppliers. Good understanding of vehicle maintenance processes and compliance standards (desirable but not essential - training provided). Proficient with Microsoft Office, especially Excel. Ability to work independently and proactively manage tasks. The Mick George Group is committed to providing equality of opportunity for all. The company seeks to employ a workforce that reflects the diverse community at large and values the individual's contribution irrespective of sex, age, marital status, disability, sexual orientation, gender reassignment, race, colour, religion or belief, ethnic or national origin.
May 08, 2026
Full time
Here at the Mick George Group, we are currently recruiting a Fleet Administrator to join the Transport team. Location Mick George Ellington Working Hours Monday - Friday between 7am-5pm Pay £27,000 - £30,000 Benefits NEST Pension operated via salary sacrifice Employee Assistance Programme Multi-Discount platform Full internal training provided. Excellent opportunities to progress your career across different areas of the Company. Cycle to work scheme Gym discount Recognition scheme Long-service rewards Partnership with Inform Mortgages (Including complimentary will-writing support, free mortgage advice & other financial services) Job Purpose This role is essential in ensuring our fleet remains compliant, efficient, and safe. You'll play a key part in maintaining accurate maintenance records and supporting the Transport Manager with the day to day management of our vehicle maintenance programme. Responsibilities Fleet Monitoring Ensure all vehicles in service submit a pre use defect report daily. Update vehicle status to "not in use" or "Vehicle Off Road" (VOR) where applicable. Follow up with drivers who fail to submit reports and track repeat offenders. Maintenance Management Confirm that all scheduled maintenance and repairs were completed as planned. Liaise with external and internal workshops to verify completed work. Re book and report any missed or incomplete maintenance jobs. Documentation and Compliance Upload maintenance documents to the online portal and update the job system. Audit the Maintenance Planner to verify completed inspections. Review and print PMI (Preventative Maintenance Inspection) reports for accuracy and compliance. Defect Management Update system records to reflect rectified defects. Ensure all repairs are signed off according to DVSA rectification standards. Maintain thorough and compliant records for both safety and non safety faults. Administration and Record Keeping Perform daily audits to ensure all documents are properly uploaded and filed. Provide general administrative support relating to company assets and vehicle maintenance. Skills & Competencies Required Strong organisational and administrative skills. High attention to detail and commitment to accuracy. Ability to liaise confidently with internal teams and external suppliers. Good understanding of vehicle maintenance processes and compliance standards (desirable but not essential - training provided). Proficient with Microsoft Office, especially Excel. Ability to work independently and proactively manage tasks. The Mick George Group is committed to providing equality of opportunity for all. The company seeks to employ a workforce that reflects the diverse community at large and values the individual's contribution irrespective of sex, age, marital status, disability, sexual orientation, gender reassignment, race, colour, religion or belief, ethnic or national origin.
Senior Administrator Based in Leatherhead Permanent Hybrid working 31,241.60 per annum The Senior Administrator is responsible for providing administrative and clerical services in order to ensure effective and efficient administrative operations. Providing residents and clients with information and support at all stages of service and works. The below points form a guide to the duties and responsibilities under this position, but flexibility will be required: OPERATIONAL: Co-ordinate all repairs. Maintaining communication, with the client, residents, Site staff and sub-contractors. Provide all works quotations Arrange site surveys with Supervisors/FOM's Manage the administration of works from pre-start to handover Raise and enter new projects/work orders using Oneserve system COMMERCIAL: Application for Payment (AFP) for works based on an operatives' timesheet and SoRs/sub-contractors' SoRs Collate and issue out the Monthly Financial statistics Collate and issue the Weekly Financial Statistics for all jobs Pending, not yet Completed & completed Apply for variations where the actual work required is different to the work described on the work order. This may also involve requesting an extension of time Draw up job specifications provided by Supervisors/FOM's Maintain a 'job tracker' for each workstream, showing the status and value of work orders
May 08, 2026
Full time
Senior Administrator Based in Leatherhead Permanent Hybrid working 31,241.60 per annum The Senior Administrator is responsible for providing administrative and clerical services in order to ensure effective and efficient administrative operations. Providing residents and clients with information and support at all stages of service and works. The below points form a guide to the duties and responsibilities under this position, but flexibility will be required: OPERATIONAL: Co-ordinate all repairs. Maintaining communication, with the client, residents, Site staff and sub-contractors. Provide all works quotations Arrange site surveys with Supervisors/FOM's Manage the administration of works from pre-start to handover Raise and enter new projects/work orders using Oneserve system COMMERCIAL: Application for Payment (AFP) for works based on an operatives' timesheet and SoRs/sub-contractors' SoRs Collate and issue out the Monthly Financial statistics Collate and issue the Weekly Financial Statistics for all jobs Pending, not yet Completed & completed Apply for variations where the actual work required is different to the work described on the work order. This may also involve requesting an extension of time Draw up job specifications provided by Supervisors/FOM's Maintain a 'job tracker' for each workstream, showing the status and value of work orders
The Senior Finance Administrator will play a crucial role in supporting the accounting and finance department, ensuring smooth financial operations in the industrial and manufacturing sector. This temporary position requires a detail-oriented professional to handle financial processes and administrative tasks with efficiency in Reading. Client Details This opportunity is with a small-sized organisation operating within the industrial and manufacturing sector. The company is known for its commitment to delivering high-quality services and maintaining a professional yet supportive working environment. Description Process invoices, payments, and financial transactions accurately and on time. Maintain and update financial records and databases to ensure accuracy and compliance. Assist in preparing financial reports and supporting documentation. Reconcile accounts and resolve discrepancies efficiently. Support the payroll process by ensuring accurate data entry and adherence to deadlines. Collaborate with internal teams to ensure smooth financial operations. Respond to finance-related queries promptly and professionally. Contribute to process improvement initiatives within the finance department. Profile A successful Senior Finance Administrator should have: Strong knowledge of accounting and finance principles, particularly in the industrial and manufacturing sector. Proficiency in financial software and Microsoft Office applications, especially Excel. Excellent organisational and time-management skills. Attention to detail and accuracy in handling financial data. Ability to work independently and collaborate effectively with team members. Experience in a similar financial administrative role. Job Offer Competitive hourly rate between £14.00 and £17.00, depending on experience. Opportunity to work within the industrial and manufacturing sector in Reading. Temporary role with the potential to enhance your financial administration skills. Supportive and professional working environment. If you are ready to take the next step in your finance career, apply now to become a valued Senior Finance Administrator in London.
May 08, 2026
Seasonal
The Senior Finance Administrator will play a crucial role in supporting the accounting and finance department, ensuring smooth financial operations in the industrial and manufacturing sector. This temporary position requires a detail-oriented professional to handle financial processes and administrative tasks with efficiency in Reading. Client Details This opportunity is with a small-sized organisation operating within the industrial and manufacturing sector. The company is known for its commitment to delivering high-quality services and maintaining a professional yet supportive working environment. Description Process invoices, payments, and financial transactions accurately and on time. Maintain and update financial records and databases to ensure accuracy and compliance. Assist in preparing financial reports and supporting documentation. Reconcile accounts and resolve discrepancies efficiently. Support the payroll process by ensuring accurate data entry and adherence to deadlines. Collaborate with internal teams to ensure smooth financial operations. Respond to finance-related queries promptly and professionally. Contribute to process improvement initiatives within the finance department. Profile A successful Senior Finance Administrator should have: Strong knowledge of accounting and finance principles, particularly in the industrial and manufacturing sector. Proficiency in financial software and Microsoft Office applications, especially Excel. Excellent organisational and time-management skills. Attention to detail and accuracy in handling financial data. Ability to work independently and collaborate effectively with team members. Experience in a similar financial administrative role. Job Offer Competitive hourly rate between £14.00 and £17.00, depending on experience. Opportunity to work within the industrial and manufacturing sector in Reading. Temporary role with the potential to enhance your financial administration skills. Supportive and professional working environment. If you are ready to take the next step in your finance career, apply now to become a valued Senior Finance Administrator in London.
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
May 08, 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
