214 jobs found

Financial Administrator Offices in Horsham (Sussex) £30k - £38k basic salary plus bonus Lots of flexible working is available after onboarding My client are a boutique wealth planning firm with offices in Horsham who I have placed 2 staff with. They offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools including FE Analytics and Voyant for cashflow modelling The Directors are creating a brand-new role for a Technical Administrator/Financial Administrator who will be responsible for conducting end to end financial administration and supporting the team of advisers with new and existing business. The business is very busy with its financial planning and mortgage teams crossing over recommendations and referrals for new business so they need a steady pair of hands who can be trusted to help with a busy team. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.

Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)

Job Title: Chartered Financial Planner Location: Gloucester Salary: 60 - 100k, with performance related structured quarterly bonus scheme Job Type: Full time, Permanent About Us: Progressive LLP is a genuinely independent firm of Chartered Financial Planners. We are committed to remaining independent and maintaining a partner-led approach, rather than becoming part of a larger corporate structure. The firm is now looking to expand its advisory team, with a clear opportunity for the right individual to develop into a senior role and potentially join the partnership. We are not tied to any product provider and are able to advise across the whole of the market. Our clients are individuals, families, business owners and professionals, many of whom have worked with Progressive for many years and have been introduced through existing clients or professional connections. Our advice combines strong technical knowledge with a personal and thoughtful approach. This includes retirement planning, investment planning, estate and inheritance tax planning, tax-efficient investment strategies and wider lifetime financial planning. The firm is adopting technology, including AI-supported tools, to improve efficiency and consistency in report writing and review processes. The successful candidate should be comfortable using technology, while maintaining technical accuracy, careful review and professional judgement. Progressive also has a distinctive investment approach, with a strong preference for defined, or predictable returns where possible. We also place importance on sustainable, ethical and values-based investing where this reflects a client's objectives and preferences. About The Role: The successful candidate will provide high-quality financial planning advice to new and existing clients, manage ongoing client relationships, support annual reviews and help convert suitable new business opportunities. We are particularly interested in speaking with advisers who are already established in their career and able to make a positive contribution from an early stage. An existing client bank, professional connections or proven ability to generate and convert new business would be highly beneficial, to remove the dependency on the reallocation of existing clients. The role would suit someone who is technically capable, client-focused and comfortable working as part of a small office. For the right individual, there may also be the opportunity for the role to develop into a management position and longer-term strategic decision-making. Key Responsibilities: Provide high-quality financial planning advice to new and existing clients. Understand and work within Progressive's investment and advice approach - this will be covered during the interview process. Manage ongoing client relationships, including annual reviews and servicing. Ensure advice remains suitable and reflects clients' changing circumstances, needs and objectives. Convert appropriate prospective clients into long-term clients of the firm, and develop opportunities through client referrals, professional connections and introducers. Maintain high professional, ethical and regulatory standards. Contribute to the ongoing development of the firm's client proposition, processes and advice function. About you: The successful candidate should have: Experience as a Financial Planner, ideally within an independent financial planning or wealth management firm. Chartered status, preferably through the CII, or the CISI. Strong technical knowledge. Excellent client-facing, communication and relationship management skills. Strong written communication skills and the ability to explain financial planning concepts clearly. A good understanding of the regulatory, compliance and ethical requirements relevant to financial advice. A positive, adaptable and professional attitude. Working Arrangements This is an office-based role. During probation, the successful candidate will be expected to work from the office to build relationships with the advice, paraplanning and administration teams, understand the firm's processes and become embedded in the business. Hybrid working may be reviewed in the future, subject to performance, business needs and role requirements. What We Offer The opportunity to join a genuinely independent Chartered financial planning firm with a strong reputation for personal service and long-term client relationships. For the right individual, the potential to play a meaningful role in the future development, management and strategic direction of the business. Longer-term progression opportunities may be available as the role develops, subject to performance, cultural fit, commercial contribution and mutual agreement. Exposure to a carefully consider investment proposition, and tax-efficient planning strategies for clients. Benefits 5 weeks holiday. Pension contributions. Healthcare benefits. Electric lease car option (salary sacrifice). Please click on the APPLY button to send your CV for this role. Candidates with experience of; IFA, Chartered Financial Advisor, Independent Financial Advisor, Financial Planner, Finance Support Administrator, Senior Financial Planner, Financial Lead Advisor, Certified Financial Planner, Financial Planning Team Lead, Financial Planning Manager may also be considered for this role.

Your new company This organisation is one of the UK's top accountancy firms and a leading professional services provider. They deliver services through a range of divisions, including tax, audit and assurance, wealth management and business advisory services. They're people-first, and this approach really sets them apart. They understand your role is crucial to their success, and will invest in you by giving you access to award-winning development programmes and resources that will give you the freedom to shape your career. Your new role Your work in financial planning goes beyond the numbers, allowing you to build up meaningful client relationships, understand their business and deliver insights that will drive real results. Working within the Client Support Team, you'll work closely with the Senior Client Support to be a point of contact, deal with all aspects of the new business process and ensure all objectives are achieved on a timely basis. As such, this role would be suited to someone who is self-assured, proactive and has the ability to build long-lasting relationships. Key responsibilities include: Providing 'subject matter expert' input as appropriate and when requested, and provide appropriate training, direction and support for others where needed Troubleshooting issues within the Client Support Team, finding solutions and implementing them, seeking support from senior management where appropriate Dealing with all aspects of the new business process and ongoing servicing of clients' plans, liaising with colleagues in other service lines and product providers as appropriate Taking ownership for keeping up to date with legislative / regulatory changes / CPD Being a point of contact for clients, colleagues and external stakeholders Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes Helping to manage the consultant diary to help ensure the most effective use of their time Proactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge What you'll need to succeed A proactive and positive approach The ability to take initiative Attention to detail Confidence to seek guidance or refer complex/unusual/non-compliant cases to the Operations or Compliance Manager Appreciation and understanding of how other roles within the department are inter-dependant Advanced experience using the full Microsoft Office Suite What you'll get in return Full time, permanent position Agile working - Flexibility of core hours from 10am to 2pm 2 WFH days per week 25 days holiday plus bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) Employee recognition awards A competitive salary package What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

We are seeking a detail-oriented and proactive Financial Planning Administrator to join a well-established financial planning team in Nottingham. This role focuses on delivering high-quality administrative, technical, and back-office support to ensure a smooth and compliant service for clients, while providing opportunities to develop knowledge and experience in financial planning. The role also involves supporting and training Junior Administrators within the team. Key Responsibilities: Submit new business applications and manage them through to completion, resolving any issues and keeping advisers updated. Liaise with product providers to obtain valuations, quotes, and other information for advisers. Prepare annual review letters and other client communications. Process protection applications, bereavement claims, bond assignments, and surrenders, ensuring timely follow-up. Perform fee reconciliation and resolve discrepancies. Run reports to ensure adviser payments are accurate and on time. Maintain internal logs and back-office records, including DB Transfer Log and Letters of Authority. Professionally respond to client queries via telephone and email. Manage meeting room bookings, incoming/outgoing post, and document preparation. Support the wider support team, providing assistance and training where required. Ensure all tasks comply with company policies, procedures, and regulatory requirements. Continuously build knowledge and experience in financial planning processes and industry standards. Undertake reasonable ad-hoc tasks as required. Requirements Strong understanding of financial planning processes and compliance requirements. Proficient in Microsoft Office applications. Excellent organisational skills, with the ability to prioritise and work independently. Clear and concise written and verbal communication skills. High attention to detail and accuracy. Strong interpersonal skills and a team-oriented approach. Flexible, adaptable, and able to manage multiple tasks simultaneously.

Paraplanner Edinburgh or Stirling Circa £40,000 + excellent benefits Hybrid or remote working options available Fully funded support towards Diploma & Chartered status A highly successful Practice is looking to appoint an experienced Paraplanner to join their growing team. This is an excellent opportunity to join a well-established and client focused Practice that prides itself on delivering first class financial planning solutions across investment, retirement, tax and estate planning. You'll work closely with Advisers and Administrators, providing technical expertise and supporting the full advice process through detailed research, analysis and report writing. What we're looking for: • Previous Paraplanning experience • Strong report writing and analytical skills • Knowledge of investments, pensions, tax and estate planning • Experience using research and cashflow tools such as Voyant and Analytics • Part or fully qualified candidates considered The successful candidate will benefit from a supportive environment with fully funded professional development and salary enhancements as qualifications progress. If you're looking for a role with flexibility, progression and the chance to work with a highly respected Practice, we'd love to hear from you.

Technical Administrator £24,500 - £30,000Wimborne Minster Office based (hybrid considered)A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth.This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable Financial Planning environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.

We are looking for a methodical, organised and experienced Office Administrator with excellent attention to detail to join our client, a well established charity based in the heart of Marlow. This is a busy, people focused and varied role providing wide-ranging administrative support to the team. This hands-on role sits at the heart of the organisation and is integral to the smooth running of the office. This position would suit someone with excellent admin and communication skills, able to prioritise a busy workload. The role is full time Monday to Friday 9am - 5pm, office based. 25 days holiday. Some of the duties include First point of contact for all public enquiries via telephone and email and management of the admin inbox Maintain office facilities including franking machine, water cooler supplies, confidential waste, photocopier, alarm, and telephone system Organise internal and external meetings and manage Outlook calendar Organise cards/flowers/gifts as required Complete monthly PayPal reconciliation and input Cardnet financial data accurately in spreadsheets Greet visitors and handle deliveries when needed Process delegate information for educational courses and conferences Prepare the agenda and other papers for the AGM Assist the Conference, Events and Administration Manager as required Ensure mailing lists are kept up to date for marketing Support the Communication Manager with the distribution of members bulletins, newsletters, and marketing communications as required Assist the Chief Executive with chair and council elections Skills/Experience Team player and ability to adapt to changing priorities and office needs Friendly, professional and confident in both email and on the phone Calm, flexible and adaptable during busy periods. Proactive with a focus on improving processes Accurate with data entry and interested in planning and scheduling Highly organised with excellent attention to detail, spelling and grammar Comfortable working with computer systems and Microsoft applications Proficient in Microsoft Excel. CRM/Database experience desirable WordPress experience desirable Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days. As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.

Job Title: Administration Team Leader Location: Leeds Salary: £35,000 - £45,000 + Bonus Job Type: Full-time Reference: 10375 About the Role Recruit UK is working with a well-established and highly respected financial planning firm who are looking for a Team Leader in wealth management. Looking for an experienced and motivated Team Leader to lead their Client Administration team based in Leeds. You will lead, coach and develop a team of Client Administrators, ensuring they provide comprehensive and proactive administrative support to Financial Planners and maintain strong, professional relationships with clients and internal stakeholders. With a strong focus on quality, accuracy and regulatory compliance, you will ensure all processes are delivered to the highest standards. Working closely with the Managing Partner / Team Head, you will support capacity planning, performance management and continuous improvement initiatives, helping to optimise team performance and enhance efficiency across the function. This is an excellent opportunity for a proven people leader who is passionate about client service, team development and operational excellence within a regulated environment. Key Responsibilities Administration/client servicing leadership experience in an independent financial planning firm. Line management experience preferred (coaching, development, performance) Strong organisation, prioritisation and workload planning skills Clear communication with strong stakeholder and client relationship skills Confident with CRM/workflow systems and Microsoft office (especially Outlook and Excel) Able to use basic MI (volumes, turnaround times, errors) to improve service Willing to travel between sites Benefits Competitive salary: £35,000 -£45,000 Hybrid working Private medical insurance Life assurance Pension contributions Generous holiday allowance + option to purchase additional days Shared parental leave Ongoing study support and professional development opportunities

Administrator Support Industrial Services Location : Hybrid, Stokenchurch, HP14 3SX One day per week in office Salary : £26,000 £28,000 per annum, DOE + Excellent Benefits! Contract : Full-time, permanent Hours: 37.5 hours Benefits : Hybrid working flexibility, Opportunity to play a key role in a growing operational team, Exposure to a global, well-established organisation, Supportive and collaborative working environment We are DEKRA UK, part of a global organisation employing over 49,000 people in more than 60 countries! In the UK, we deliver a wide range of services spanning all industry types including but not limited to automotive, oil and gas, insurance, manufacturing, and chemical and process safety industries. We re looking for a highly organised and detail-focused Administrator Support professional to join our Industrial Services team. This is a key role at the heart of operations supporting billing, invoicing, scheduling, and coordination of inspections, while ensuring accuracy across multiple systems and maintaining a high level of customer service. If you enjoy structured work, thrive on organisation, and take pride in getting the detail right, this role offers a great opportunity to play a vital part in a busy and growing function. What You ll Be Doing Billing & Invoicing Prepare and issue invoices accurately and on time Collate and process supplier and customer invoices Match invoices to purchase orders and contractual agreements Resolve any discrepancies in billing documentation Purchase Orders Raise and manage purchase orders in line with business requirements Ensure alignment with agreed budgets and terms Maintain accurate records and supporting documentation Data & Systems Management Accurately input and manage data across multiple internal systems Maintain clear, organised, and up-to-date records Ensure consistency and integrity of information across platforms Operations Coordination Schedule and coordinate industrial services inspections Liaise with internal teams and external providers to ensure smooth delivery Support efficient planning and execution of operational activities Customer Liaison Act as a key point of contact for customer queries Provide support on bookings, invoicing, and service-related requests Build positive relationships and deliver a high standard of service About You You re someone who enjoys working in a structured, process-driven environment and takes pride in delivering accurate, high-quality work. Essential Skills & Experience Previous experience in an administrative or support role Strong attention to detail, particularly in financial or data tasks Experience with invoicing, billing, and purchase order processes Comfortable working across multiple systems and databases Excellent organisational and time management skills Strong written and verbal communication skills Ability to work independently in a hybrid/remote environment It would be great if you had: Experience within industrial services, inspections, or a similar sector Familiarity with financial systems and processes If you re motivated by continuous improvement and thrive in an environment where your ideas create real impact, we d love to hear from you. Apply now and join DEKRA! No agencies please.

Paraplanner Edinburgh or Stirling Circa £40,000 + excellent benefits Hybrid or remote working options available Fully funded support towards Diploma & Chartered status A highly successful Practice is looking to appoint an experienced Paraplanner to join their growing team. This is an excellent opportunity to join a well-established and client focused Practice that prides itself on delivering first class financial planning solutions across investment, retirement, tax and estate planning. You'll work closely with Advisers and Administrators, providing technical expertise and supporting the full advice process through detailed research, analysis and report writing. What we're looking for: • Previous Paraplanning experience • Strong report writing and analytical skills • Knowledge of investments, pensions, tax and estate planning • Experience using research and cashflow tools such as Voyant and Analytics • Part or fully qualified candidates considered The successful candidate will benefit from a supportive environment with fully funded professional development and salary enhancements as qualifications progress. If you're looking for a role with flexibility, progression and the chance to work with a highly respected Practice, we'd love to hear from you.

We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Relationship Administrator/PA to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on! Job Title: Client Relationship Administrator/PA (Financial Services) Location: Wellington Salary: Up to £33,000 DOE Hours: Full time 37.5 hours, Monday to Friday 8.45am-5.15pm Key Highlights of the Benefits Package: Matched pension contributions up to 5%, plus reinvestment of employer NI savings Private medical insurance for all permanent employees Life assurance (4 salary) and income protection (75% salary in long-term illness) Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more Full funding for professional exams, training and subscriptions Electric car, cycle-to-work and season ticket schemes Long-service awards, referral bonuses, and paid volunteering time The Company: A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention. The Role: The primary purpose of this role is to provide high-quality administrative support to Financial Consultants, playing a vital part in the smooth day-to-day running of the business. You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes. Key Duties: Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person) Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required Liaise with clients on any administration queries they may have Manage client service needs and client expectations to ensure client satisfaction Ensure action points resulting from client meetings get diarised and dealt with Preparation of meeting packs, to include new business for signing up Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner Organise client review meetings as per the company process as required Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements Ensure follow up letters are sent in a timely manner Maintenance of client records General administrative support About you: Previous office support experience within a corporate environment Accuracy and strong attention for detail Excellent organisational and time management The ability to work under pressure and prioritise Excellent communication, both verbal and written Competent IT user A positive and proactive approach to work and a desire to help and support the wider team Calm and considered outlook in approach to problem solving This company is seeking someone who loves to support a team and deliver an exceptional service. If you are an ambitious individual the company will fully support you in developing and offer you endless opportunities to progress. To Apply: If this role is of interest to you then please apply online. Alternatively, please send your CV to or call Vicky on . Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

University and College Union have a new opportunity for Regional Official West Midlands to join the team! Reference Number: RO1 Salary: £72,414.00 p.a. Hours: 35 per week Contract: Permanent and full time Location: Birmingham, B3 3AS Closing Date: Wednesday 10 June at 10.00 am About Us: The University and College Union (UCU) represents over 120,000 academics, lecturers, trainers, instructors, researchers, managers, administrators, computer staff, librarians and postgraduates in universities, colleges, prisons, adult education and training organisations across the UK. We also have members in the private sector, for example in private training agencies and language schools, as well as members working on a freelance basis. Students training to teach in post-school education also belong to UCU. Regional Official About the role: UCU is seeking a Regional Official to lead our West Midlands regional team. In this rewarding role, based in our Birmingham office and reporting to the Head of Bargaining & Representation, your main duties will include: - Implementation of national and regional strategic planning in the region - Line management of the regional office staff, including appraisal and development - Implementation of national agreements, national benchmarks and other nationally agreed bargaining objectives at branch level - Conducting and supporting negotiations with employing institutions in accordance with nationally, regionally, and locally agreed bargaining objectives - Securing and maintaining recognition of UCU in the region Regional Official You: - Educated to GCSE level or equivalent (incl. maths & English) - Experience of a similar working environment and/or understanding of working for a Trade Union or other not-for-profit organisation - Experience of managing a team of staff - Experience of collective bargaining with employers - Experience of representing individuals in disciplinary and grievances cases - Experience of trade union organising - Experience of effective planning and organising under pressure Regional Official Benefits: We offer a number of financial and welfare benefits to support our employees, highlights include: - Supportive Family Policies: Embrace family life with enhanced Maternity, Adoption, Paternity, and Shared Parental Leave schemes - Health and Well-being Support: Access to confidential counselling 24/7 through our Employee Assistance Programme; advice and face-to-face intervention from via our Physiotherapy Advice Line; healthcare assessment - Flexible Working: Take advantage of our Flexitime scheme, allowing you to tailor your work hours within our Work Life Balance policy - Financial Assistance: Benefit from being enrolled in the Universities Superannuation Scheme (USS), childcare support, interest-free season ticket loans, and assistance with the cost of eyesight testing and glasses for DSE use - Training and Development: Elevate your skills with tailored training, developmental support, and access to live and on demand courses available through our online training platform Note: working arrangements UCU requires its employees to work from their office/in the field for at least 60% of their working week. They may apply to work from home for the remaining 40% but UCU cannot guarantee that this will be agreed. Further information We welcome applications from any candidate but are particularly keen to receive applications from women and global majority candidates, who are currently underrepresented at this grade in UCU; if this is you and you are interested in the post, we invite you to join an online briefing, on Wednesday 3 June from 1pm . If you d like to attend the briefing, please refer to our website for details of how to apply. Diversity & Inclusion Monitoring We need your support to make sure our employees come from a variety of backgrounds, so we especially welcome applications from disadvantaged communities. Equal Opportunities UCU is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity. We are happy to accept applications in alternative formats from applicants who, for reasons of disability, may find it difficult to fill in our standard form. Please see the advert on our website for further details Closing date for applications: Wednesday 10 June 2026 at 10am. Interview date: Thursday 16 July 2026 To submit your application for this exciting Regional Official opportunity, please click Apply !

Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Title: IFA Administrator Location: Colchester Salary: 30,000 - 33,500 (Dependent on experience) Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas (additional days given, not deducted from holiday allowance, this is subject to company) Death in Service policy (after qualifying period) Income Protection (after qualifying period) Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available The company A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Job Title: Mortgage Administrator Location: Work from home - 2-hour commute of the Bath, Reading or Wokingham area as you will be required to attend quarterly meetings in Bath Salary: £26,000 per annum, with structured progression up to £28,500 We are recruiting on behalf of a highly regarded and award-winning mortgage brokerage seeking a proactive and organised Mortgage Administrator to join their growing team. This is a fantastic opportunity for someone with mortgage administration experience who enjoys working in a fast-paced, process-driven environment while delivering excellent customer service. This fully remote role offers flexibility, long-term career progression, and the opportunity to be part of a supportive and collaborative business. Candidates located within a 2-hour commute of the Reading/Wokingham area will also be considered. What you'll be doing: Manage mortgage and protection cases from application through to completion Liaise with clients, lenders, solicitors, advisers, and BDMs to progress cases efficiently Obtain and upload supporting documentation to lender portals Handle client queries and provide clear guidance throughout the mortgage process Maintain accurate records and ensure pipelines are kept up to date Follow company processes and compliance standards consistently Support additional services such as Will drafting and Financial Planning referrals Work proactively to resolve issues and ensure a smooth client journey To succeed in the role you'll be or have: Minimum 1 year's mortgage administration experience Strong knowledge of mortgage processes and lender requirements Excellent organisational and time management skills Strong attention to detail and ability to manage multiple priorities Confident communication and customer service skills Experience using lender portals and uploading documentation Proficiency in Microsoft Excel, Teams, and general computer systems A proactive, self-motivated, and team-oriented approach What's on Offer Starting salary of £26,000 with progression up to £28,500 Uncapped commission opportunities through referrals Fully remote working with quarterly team meetings Monday to Friday, 9am-5pm hours Pension scheme Christmas shutdown period Career progression within a supportive and growing business How to Apply If you are an experienced Mortgage Administrator looking to join a flexible and supportive company with genuine progression opportunities, please apply with your CV. Suitable candidates will be contacted for a confidential discussion.

Lettings Manager Basic salary £28,000 plus £250 per month car allowance (£3,000) plus 45p per mile on business mileage with on target earnings of £40,000 to £45,000. You will be responsible for business generation (leads provided), listing and managing 2 team members (one office based and one remote). Monday to Saturday with a day off during the week. No Bank Holidays or Sundays. Monday to Friday 9.00am to 5.30pm, Saturdays are 9.00am to 4.00pm with 1 in 4 Saturdays off. 20 days plus 8 Bank Holidays annual leave plus birthdays off and a skeleton staff over the Christmas period so you do get some extra days as well. Lettings Manager The role will be ideal for an existing Senior Lettings Negotiator or Assistant Lettings Manager looking to make the next step in their career or someone currently working in a Lettings Managers role already, but within an environment which is failing to recognise their full potential, provide the necessary training and support required or limited opportunity to improve earning potential. Lettings Manager We are seeking a dynamic, driven and hungry Lettings Manager to lead business growth through acquisition of new managed properties. You will be focused on obtaining new lettings and managed properties and reignite relationships with landlords. You will need to be able to work at speed as it is a very fast paced environment. Someone who likes pressure. If you consider yourself to be a team player then we have a refreshing position available for a multi skilled Letting Agent with strong selling and closing skills. Lettings Manager All staff are expected to be all-rounders so basically everyone in the office can do everyone else's job. Lettings Manager Basic salary £28,000 plus £250 per month car allowance (£3,000) plus 45p per mile on business mileage with on target earnings of £40,000 to £45,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.

Estate Agent Lister £30,000 basic salary including car allowance. Plus 1.25% office commission on all sales completions and lettings move-ins, averaging £4,500 to £6,500 per year. Plus listings bonus averaging £5,000 to £10,000 per year. Plus office target completion bonus of £3,000 per year. The above equates to on target earnings of between £42,500 and £49,500 with potential to increase this with more listings. 3 month salary guarantee of £40,000. This position has become available due to promotions within branch and initially the role will be a Senior Negotiator and Lister with a view to promotion to Assistant Manager. Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Lister This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through valuations and subsequent listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Lister Experienced in valuing and taking properties onto the market. Experienced in sales progression. Motivated individual. Clean driving license and use of own car for appointments. IT literate. Ability to understand legislation and keep compliant. Estate Agent Lister Previous Estate Agency experience is essential. Estate Agent Lister £30,000 basic salary including car allowance with on target earnings of between £42,500 and £49,500. 3 month salary guarantee of £40,000. Monday to Friday 9.00am to 6:00pm and 9.00am to 4:00pm on Saturdays (5 day working week). Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.

Administrator - Financial Services Industry 25,000pa - 30,000pa depending on experience Swindon - Office based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector, having worked as an IFA, Pension, Investment, or Mortgage Administrator previously? Are you looking for a new role within a growing organisation? If YES, we want to hear from you! My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Swindon. Working in collaboration with the team, you will provide administration support to the Financial Advisors, and become a point of contact for clients, answering their queries around mortgages, pensions, investments and protection. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the in-house CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage, investment, pension, or similar sector, or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Ability to build rapport with clients Working hours for this role are Monday - Friday 8.30 am - 4.30 pm OR 9.00 am - 5.00 pm and it is a fully office-based role - please do not apply if you are looking for hybrid working Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unsuccessful.