Client Services Associate Location: Derby Salary: £30,000 + Benefits Job Type: Full-Time Permanent A boutique Wealth Management firm based in Derby is seeking a professional and highly organised Client Services Associate to join its growing team. This is an excellent opportunity for an experienced administrator with a background in Financial Planning or Wealth Management who enjoys delivering exceptional client support in a fast-paced, client-focused environment. The Role Working closely with Financial Advisers and Paraplanners, you will play a key role in ensuring clients receive a seamless and professional service throughout their financial planning journey. Key responsibilities will include: Providing administrative support to Financial Advisers and the wider team Managing client communications by phone, email, and post Preparing documentation for client meetings and reviews Processing new business applications and monitoring progress through to completion Liaising with providers, platforms, and third parties Maintaining accurate client records and ensuring compliance standards are met Assisting with valuations, reports, and general client servicing activities Supporting the delivery of an outstanding client experience at all times About You The successful candidate will have: Previous administration experience within a Financial Planning, Wealth Management, or IFA environment Strong organisational skills with excellent attention to detail Professional communication skills, both written and verbal The ability to manage multiple tasks and prioritise effectively A proactive and team-oriented approach Good working knowledge of Microsoft Office and back-office systems What's on Offer Salary of £30,000 Supportive and professional working environment Opportunity to join a well-established boutique firm with a strong reputation Long-term career development opportunities Company benefits package
May 17, 2026
Full time
Client Services Associate Location: Derby Salary: £30,000 + Benefits Job Type: Full-Time Permanent A boutique Wealth Management firm based in Derby is seeking a professional and highly organised Client Services Associate to join its growing team. This is an excellent opportunity for an experienced administrator with a background in Financial Planning or Wealth Management who enjoys delivering exceptional client support in a fast-paced, client-focused environment. The Role Working closely with Financial Advisers and Paraplanners, you will play a key role in ensuring clients receive a seamless and professional service throughout their financial planning journey. Key responsibilities will include: Providing administrative support to Financial Advisers and the wider team Managing client communications by phone, email, and post Preparing documentation for client meetings and reviews Processing new business applications and monitoring progress through to completion Liaising with providers, platforms, and third parties Maintaining accurate client records and ensuring compliance standards are met Assisting with valuations, reports, and general client servicing activities Supporting the delivery of an outstanding client experience at all times About You The successful candidate will have: Previous administration experience within a Financial Planning, Wealth Management, or IFA environment Strong organisational skills with excellent attention to detail Professional communication skills, both written and verbal The ability to manage multiple tasks and prioritise effectively A proactive and team-oriented approach Good working knowledge of Microsoft Office and back-office systems What's on Offer Salary of £30,000 Supportive and professional working environment Opportunity to join a well-established boutique firm with a strong reputation Long-term career development opportunities Company benefits package
The Opportunity This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team. This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, consistent lead flow, and a genuinely collaborative environment. You'll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further. What You'll Receive High-Earning Potential 60% adviser / 40% firm split No reduction on firm-generated leads Immediate Client Access Inherit a portion of an established client bank (c.60 clients) Ongoing servicing income from day one Additional client opportunities from internal succession planning Consistent Lead Flow Referrals from mortgage and wealth teams Strong cross-referral culture across the business Full Administrative & Paraplanning Support Dedicated support team (3 full-time + 1 part-time administrators) On-site paraplanning Allowing you to focus on advice, revenue generation and client relationships Compliance & Supervision Experienced internal supervisor support Collaborative Culture Modern, purpose-built office environment Open-door, supportive leadership style Established team of 7 advisers Strong emphasis on work-life balance and team integration What We're Looking For Essential: Level 4 Diploma qualified (or equivalent) is essential Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice) Comfortable operating in a self-employed model Strong interpersonal and client relationship skills Professional, ethical and client-first mindset Desirable: Experience within a network model (experience with Openwork Partnership advantageous) Ability to generate new business alongside servicing existing clients Existing client relationships How You'll Work Hybrid model with flexibility Minimum one day per week in the office to maintain collaboration and team integration Manage and grow a portfolio of clients Deliver ongoing reviews, holistic advice, and new business development Why Join? This is a rare opportunity combining: Immediate earnings via an existing client bank Strong, transparent split Robust support infrastructure A genuinely positive and collaborative culture Ideal for advisers who want to maximise earnings without sacrificing support or environment. M P Warren & Associates are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
May 17, 2026
Full time
The Opportunity This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team. This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, consistent lead flow, and a genuinely collaborative environment. You'll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further. What You'll Receive High-Earning Potential 60% adviser / 40% firm split No reduction on firm-generated leads Immediate Client Access Inherit a portion of an established client bank (c.60 clients) Ongoing servicing income from day one Additional client opportunities from internal succession planning Consistent Lead Flow Referrals from mortgage and wealth teams Strong cross-referral culture across the business Full Administrative & Paraplanning Support Dedicated support team (3 full-time + 1 part-time administrators) On-site paraplanning Allowing you to focus on advice, revenue generation and client relationships Compliance & Supervision Experienced internal supervisor support Collaborative Culture Modern, purpose-built office environment Open-door, supportive leadership style Established team of 7 advisers Strong emphasis on work-life balance and team integration What We're Looking For Essential: Level 4 Diploma qualified (or equivalent) is essential Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice) Comfortable operating in a self-employed model Strong interpersonal and client relationship skills Professional, ethical and client-first mindset Desirable: Experience within a network model (experience with Openwork Partnership advantageous) Ability to generate new business alongside servicing existing clients Existing client relationships How You'll Work Hybrid model with flexibility Minimum one day per week in the office to maintain collaboration and team integration Manage and grow a portfolio of clients Deliver ongoing reviews, holistic advice, and new business development Why Join? This is a rare opportunity combining: Immediate earnings via an existing client bank Strong, transparent split Robust support infrastructure A genuinely positive and collaborative culture Ideal for advisers who want to maximise earnings without sacrificing support or environment. M P Warren & Associates are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Transport Supervisor Sutton in Ashfield Mon - Fri 9am - 6pm 32,000 - 38,000 Our client are continuing to expand and we are currently seeking an experienced Transport Supervsior to join their day shift team. This is a great opportunity to secure a stable role with excellent development prospects in a supportive working environment. You will help ensure the smooth running of our transport operation for a major client and recognised brand. Role Responsibilities: Manage and direct the tasks / activities of the Administrators, to ensure they support the team deliverables as necessary. To process driver payroll on a weekly basis ensuring the finance team have accurate payroll information in a timely manner. Approve driver holidays in conjunction with the planning tool (Scratch Sheet) to always ensure complete driver coverages. To manage driver welfare and safety with mental health at the forefront of all drivers 1-2-1 meetings. To motivate, engage and debrief drivers in an appropriate manner and build strong working relationships based on the values of trust and confidence. To manage all aspects of driver performance such as fuel efficiency, infringements, defects, reporting defects etc To conduct the investigation of any driver disciplinary issues and the disciplinary process, where appropriate. To resolve or address any driver queries or concerns in a sensitive and professional manner. To conduct new driver recruitment interviews and ensure a fair and transparent recruitment & selection process is carried out. To ensure any driver performance issues are addressed appropriately, consistently, and effectively, keeping accurate records of any communication. To manage agency staff in line with the Company's policy, book agency resource and manage the relationship on a daily basis with recruitment agencies. To enforce truck hygiene and conduct regular inspections. Key Skills CPC and International CPC (desirable) Previous experience of working within a 3rd party haulage environment Proven experience of a can-do, positive attitude with the proven ability to problem solve. Previous experience of working in a cost driven organisation and practical knowledge of cost, budgeting and financial control within a profit & loss environment Good IT skills covering Microsoft packages, with an excellent level of competency in MS Excel Strong and up to date knowledge of driver compliance rules and regulations An ability and desire to work with detail and to be accurate in the approach to work. Strong verbal and written communication skills and a proven ability to build strong working relationships with internal stakeholders History of working with numerical and financial data with GCSE Maths at a Grade C /Level 4 or higher (desirable) A knowledge of UK, European and International geography Processing Your Data Bis Henderson Recruitment is a leading provider of recruitment, interim management and consultancy services to the supply chain and logistics industry. Should you respond to this advertisement we may store your CV and contact details and will process this data for recruitment purposes only. Should we process your data, then we will always tell you that we are doing so. Please visit our website to read our Privacy Policy in full, in this Policy you will find information about our compliance with the UK General Data Protection Regulations. All applicants must have an unrestricted right to work in the UK as our client will not support visa sponsorship for this role.
May 17, 2026
Full time
Transport Supervisor Sutton in Ashfield Mon - Fri 9am - 6pm 32,000 - 38,000 Our client are continuing to expand and we are currently seeking an experienced Transport Supervsior to join their day shift team. This is a great opportunity to secure a stable role with excellent development prospects in a supportive working environment. You will help ensure the smooth running of our transport operation for a major client and recognised brand. Role Responsibilities: Manage and direct the tasks / activities of the Administrators, to ensure they support the team deliverables as necessary. To process driver payroll on a weekly basis ensuring the finance team have accurate payroll information in a timely manner. Approve driver holidays in conjunction with the planning tool (Scratch Sheet) to always ensure complete driver coverages. To manage driver welfare and safety with mental health at the forefront of all drivers 1-2-1 meetings. To motivate, engage and debrief drivers in an appropriate manner and build strong working relationships based on the values of trust and confidence. To manage all aspects of driver performance such as fuel efficiency, infringements, defects, reporting defects etc To conduct the investigation of any driver disciplinary issues and the disciplinary process, where appropriate. To resolve or address any driver queries or concerns in a sensitive and professional manner. To conduct new driver recruitment interviews and ensure a fair and transparent recruitment & selection process is carried out. To ensure any driver performance issues are addressed appropriately, consistently, and effectively, keeping accurate records of any communication. To manage agency staff in line with the Company's policy, book agency resource and manage the relationship on a daily basis with recruitment agencies. To enforce truck hygiene and conduct regular inspections. Key Skills CPC and International CPC (desirable) Previous experience of working within a 3rd party haulage environment Proven experience of a can-do, positive attitude with the proven ability to problem solve. Previous experience of working in a cost driven organisation and practical knowledge of cost, budgeting and financial control within a profit & loss environment Good IT skills covering Microsoft packages, with an excellent level of competency in MS Excel Strong and up to date knowledge of driver compliance rules and regulations An ability and desire to work with detail and to be accurate in the approach to work. Strong verbal and written communication skills and a proven ability to build strong working relationships with internal stakeholders History of working with numerical and financial data with GCSE Maths at a Grade C /Level 4 or higher (desirable) A knowledge of UK, European and International geography Processing Your Data Bis Henderson Recruitment is a leading provider of recruitment, interim management and consultancy services to the supply chain and logistics industry. Should you respond to this advertisement we may store your CV and contact details and will process this data for recruitment purposes only. Should we process your data, then we will always tell you that we are doing so. Please visit our website to read our Privacy Policy in full, in this Policy you will find information about our compliance with the UK General Data Protection Regulations. All applicants must have an unrestricted right to work in the UK as our client will not support visa sponsorship for this role.
We are looking for a Client Service Co-ordinator to support Wealth Managers in delivering a high standard of client care. This role is central to the smooth running of the Practice and focuses on administration, organisation, and building strong long-term client relationships. Key Responsibilities Act as first point of contact for client calls and enquiries Manage diaries and coordinate client review meetings Prepare client review and meeting packs Complete pre- and post-meeting administration and update the CRM system Maintain accurate client records and workflow tracking Provide administrative support including submissions, withdrawals, switches, and ongoing reviews Prepare and issue client correspondence and reports Liaise with administration centres and third-party providers Meet and greet clients and provide general office support Skills & Experience Previous administrative or office support experience Financial services experience Strong organisational and communication skills High attention to detail and ability to manage multiple tasks Confident IT skills (Outlook, Word, Excel; CRM systems desirable) Professional, proactive, and client-focused approach What We re Looking For Excellent client care skills Reliable, organised, and adaptable Strong team player with a positive attitude Commitment to confidentiality and continuous learning £28,000 - £35,000 DOE For more details please apply or contact Tegan at Dynamite Recruitment
May 17, 2026
Full time
We are looking for a Client Service Co-ordinator to support Wealth Managers in delivering a high standard of client care. This role is central to the smooth running of the Practice and focuses on administration, organisation, and building strong long-term client relationships. Key Responsibilities Act as first point of contact for client calls and enquiries Manage diaries and coordinate client review meetings Prepare client review and meeting packs Complete pre- and post-meeting administration and update the CRM system Maintain accurate client records and workflow tracking Provide administrative support including submissions, withdrawals, switches, and ongoing reviews Prepare and issue client correspondence and reports Liaise with administration centres and third-party providers Meet and greet clients and provide general office support Skills & Experience Previous administrative or office support experience Financial services experience Strong organisational and communication skills High attention to detail and ability to manage multiple tasks Confident IT skills (Outlook, Word, Excel; CRM systems desirable) Professional, proactive, and client-focused approach What We re Looking For Excellent client care skills Reliable, organised, and adaptable Strong team player with a positive attitude Commitment to confidentiality and continuous learning £28,000 - £35,000 DOE For more details please apply or contact Tegan at Dynamite 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 17, 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.
Premier Jobs UK Limited
High Wycombe, Buckinghamshire
This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required. As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 - 2 Financial Advisors. As and when required, you will also help other colleagues within the business if there's overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service. This vacancy has arisen due to an upcoming retirement of their current team member. The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role. The Company Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth Access to own transport would be beneficial due to rural office location IFA Administrator Benefits Competitive salary to be discussed at interview Annual discretionary bonus scheme Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays Office based role with up to 2 days from home Loyal team who enjoy working together and being valued for their input Regular team events and socials, including monthly breakfasts or lunches Locations High Wycombe 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
May 17, 2026
Full time
This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required. As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 - 2 Financial Advisors. As and when required, you will also help other colleagues within the business if there's overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service. This vacancy has arisen due to an upcoming retirement of their current team member. The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role. The Company Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth Access to own transport would be beneficial due to rural office location IFA Administrator Benefits Competitive salary to be discussed at interview Annual discretionary bonus scheme Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays Office based role with up to 2 days from home Loyal team who enjoy working together and being valued for their input Regular team events and socials, including monthly breakfasts or lunches Locations High Wycombe 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
Would you be excited by the prospect of joining a financially secure industry leader who are people focused and continuing to grow in the current climate? Perhaps you already have experience in working on Excel, processing invoices, vehicle compliance or transport administration/compliance or planning and are looking for a new challenge? This role would be well suited to individuals with a keen attention to detail who are flexible, organised use to working in a fast-paced environment that does involve being on the phones. Job Type: Ongoing Temporary Job Title : Office Administrator Salary: 30k-34k Hours: Monday to Friday (8:00 - 17:00) Location: Office based (Hybrid) - Chessington What you will need as a Office Administrator Experience in general office coordination - ideally exposure to booking travel and fleet coordination. Exceptional attention to detail and accuracy in record keeping. Customer service and general administration skills. Communication skills - confident liaising with third parties, suppliers, and management. Strong systems skills ideally the ability to use Excel to an intermediate level. Understanding of vehicle maintenance, MOT's, service checks, fleet contracts. Desirable: Attention to detail - compliance or experience with legislation or important data Previous experience in Logistics, Transport or Fleet Management Ability to manage your own time and to use your initiative Flexible nature and strong work ethic The Employment Agencies Act (EAA) is a piece of legislation which sets a minimum standard of conduct for recruitment agencies in the UK. What does the EAA mean for me? The Act aims to protect the best interests of you as a candidate, as well as the interests of the hirer. Additionally, the regulations provide added protection for jobseekers and companies using the services of recruiters and stipulate how recruitment businesses should operate. As part of meeting these regulations, you will need to provide us with some simple information, including but not limited to: Proof of identification - if you apply for a job through us, we are required to ask you to provide proof of identification. We may also ask you for evidence of any training or qualifications that are mandatory for specific positions with particular companies. Referees - we will ask you for two references or two referees that we can contact on your behalf in accordance with Recruitment Employment Confederation (REC) guidelines. This information may then be passed on to a future possible employer, once you have given your permission. Informing you of Health & Safety practices As well as providing you with factual and detailed information about a vacancy, we will share with you any Health & Safety documentation/requirements that the end employer has provided to us. Limited Company contractors If you are a Limited Company contractor, you can 'opt out' of the regulations. Whilst the regulations have been conceived to ensure greater legislative protection for candidates, there may be issues which conflict with the spirit of the IR35 rules. Opting out of the regulations will have benefits if you decide that you want to be considered self-employed. This will mean you will not be afforded the same protection as that of our PAYE workers but does bring you a step closer to being seen as genuinely self-employed and therefore could be viewed as outside the scope of the IR35 tax rules. If you wish to opt-out, you need to do so before your contract starts. To do this, please inform your consultant and sign and return the EAA opt-out form. Please note if we do not receive your signed form then your opt-out will be invalid. For more information on these rules and the implications and benefits of opting out of the Conduct Regulations, please take independent advice from or view the Government guidance - .
May 17, 2026
Seasonal
Would you be excited by the prospect of joining a financially secure industry leader who are people focused and continuing to grow in the current climate? Perhaps you already have experience in working on Excel, processing invoices, vehicle compliance or transport administration/compliance or planning and are looking for a new challenge? This role would be well suited to individuals with a keen attention to detail who are flexible, organised use to working in a fast-paced environment that does involve being on the phones. Job Type: Ongoing Temporary Job Title : Office Administrator Salary: 30k-34k Hours: Monday to Friday (8:00 - 17:00) Location: Office based (Hybrid) - Chessington What you will need as a Office Administrator Experience in general office coordination - ideally exposure to booking travel and fleet coordination. Exceptional attention to detail and accuracy in record keeping. Customer service and general administration skills. Communication skills - confident liaising with third parties, suppliers, and management. Strong systems skills ideally the ability to use Excel to an intermediate level. Understanding of vehicle maintenance, MOT's, service checks, fleet contracts. Desirable: Attention to detail - compliance or experience with legislation or important data Previous experience in Logistics, Transport or Fleet Management Ability to manage your own time and to use your initiative Flexible nature and strong work ethic The Employment Agencies Act (EAA) is a piece of legislation which sets a minimum standard of conduct for recruitment agencies in the UK. What does the EAA mean for me? The Act aims to protect the best interests of you as a candidate, as well as the interests of the hirer. Additionally, the regulations provide added protection for jobseekers and companies using the services of recruiters and stipulate how recruitment businesses should operate. As part of meeting these regulations, you will need to provide us with some simple information, including but not limited to: Proof of identification - if you apply for a job through us, we are required to ask you to provide proof of identification. We may also ask you for evidence of any training or qualifications that are mandatory for specific positions with particular companies. Referees - we will ask you for two references or two referees that we can contact on your behalf in accordance with Recruitment Employment Confederation (REC) guidelines. This information may then be passed on to a future possible employer, once you have given your permission. Informing you of Health & Safety practices As well as providing you with factual and detailed information about a vacancy, we will share with you any Health & Safety documentation/requirements that the end employer has provided to us. Limited Company contractors If you are a Limited Company contractor, you can 'opt out' of the regulations. Whilst the regulations have been conceived to ensure greater legislative protection for candidates, there may be issues which conflict with the spirit of the IR35 rules. Opting out of the regulations will have benefits if you decide that you want to be considered self-employed. This will mean you will not be afforded the same protection as that of our PAYE workers but does bring you a step closer to being seen as genuinely self-employed and therefore could be viewed as outside the scope of the IR35 tax rules. If you wish to opt-out, you need to do so before your contract starts. To do this, please inform your consultant and sign and return the EAA opt-out form. Please note if we do not receive your signed form then your opt-out will be invalid. For more information on these rules and the implications and benefits of opting out of the Conduct Regulations, please take independent advice from or view the Government guidance - .
Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.
May 17, 2026
Full time
Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.
About the Role Westminster City Council is seeking an experienced Building Safety Lead to play a critical role in ensuring the safety and compliance of our housing stock, particularly High-Risk Buildings (HRBs) , in line with the Building Safety Act 2022 and associated legislation. This is a high-impact role with responsibility for building safety strategy, compliance delivery, and cultural change across the organisation. The postholder will work closely with senior stakeholders, regulators, residents, contractors, and internal teams, and will be based primarily on-site at Victoria City Hall , with hybrid working available. Key Responsibilities Principle Building Safety Manager Building Safety & Compliance Own, deliver and regularly review building safety policies, procedures, management plans and processes . Lead the Building Safety Case programme , including oversight of registration of in-scope buildings with the Building Safety Regulator. Quality assure Building Safety Case Reports and associated fire and structural risk assessments. Ensure full compliance with the Building Safety Act 2022 , Fire Safety Act 2021, and secondary legislation. Act as the councils subject matter expert for all building safety matters. Own and deliver Mandatory Occurrence Reporting processes. Drive delivery of the golden thread of building safety information across all WCC housing assets. Deliver the building safety competency framework in line with PAS 8672 standards. Leadership & Governance Line manage a multidisciplinary team including Building Safety Managers, Structural Engineer, Resident Engagement Officer and Administrator. Report directly to the Head of Compliance & Building Safety , providing regular updates on compliance, remediation progress, KPIs and risks. Chair and host Building Safety Committee meetings. Horizon scan for legislative and regulatory changes impacting building safety. Programme & Project Delivery Principle Building Safety Manager Oversee allocation and tracking of building safety actions across reactive and planned works programmes. Support procurement of consultants and remediation contractors outside existing frameworks where required. Contribute to or manage client briefs for fire and safety improvement works. Support Gateway submissions and works on in-scope buildings. Review specifications and technical drawings to ensure compliance with Building Regulations and British Standards. Oversee delivery and completion of building safety case reports in collaboration with Heads of Service. Stakeholder & Resident Engagement Principle Building Safety Manager Provide expert advice to internal departments on fire and building safety matters. Work with Housing teams to support PEEP development . Ensure robust resident engagement strategies and building safety information packs are delivered across all HRBs. Liaise with Leaseholder Services on Section 20 consultations , and support planning, building control and listed building consent processes where required. Engage with residents, leaseholders, councillors and external partners to promote a strong building safety culture. What This Role Will Achieve Principle Building Safety Manager Safe, compliant High-Risk Buildings delivered in line with statutory requirements. Improved organisational awareness and culture around building safety. Effective resident engagement and confidence in safety management. Robust governance, assurance and continuous improvement across WCCs housing portfolio. Essential Experience Principle Building Safety Manager Substantial senior-level experience in building safety management , surveying, maintenance or construction ideally within social housing . In-depth technical expertise in fire and building safety in residential environments. Strong knowledge of relevant legislation including the Building Safety Act , Fire Safety legislation, Building Regulations and Landlord & Tenant Act. Experience managing complex, multi-disciplinary programmes from inception to completion. Proven leadership experience with the ability to influence senior stakeholders. Experience working in or with local authorities or housing providers. Confident liaising with residents, leaseholders, regulators and elected members. Experience using compliance or fire risk management software. Skills & Capabilities Principle Building Safety Manager Strategic thinker with strong attention to detail. Excellent written and verbal communication skills. Strong stakeholder management and decision-making ability. Ability to challenge proposals and evidence value for money. Financial forecasting and programme oversight skills. Political awareness and experience operating in a democratic environment. Qualifications (Essential) Principle Building Safety Manager NEBOSH Fire Safety Management Certificate (or equivalent Level 3 fire safety qualification). Degree in Building Surveying, Fire Engineering or a related discipline. Affiliation to IFSM or IFE (membership not required). Demonstrable competence in reviewing building safety assessments under a recognised risk register scheme.
May 16, 2026
Contractor
About the Role Westminster City Council is seeking an experienced Building Safety Lead to play a critical role in ensuring the safety and compliance of our housing stock, particularly High-Risk Buildings (HRBs) , in line with the Building Safety Act 2022 and associated legislation. This is a high-impact role with responsibility for building safety strategy, compliance delivery, and cultural change across the organisation. The postholder will work closely with senior stakeholders, regulators, residents, contractors, and internal teams, and will be based primarily on-site at Victoria City Hall , with hybrid working available. Key Responsibilities Principle Building Safety Manager Building Safety & Compliance Own, deliver and regularly review building safety policies, procedures, management plans and processes . Lead the Building Safety Case programme , including oversight of registration of in-scope buildings with the Building Safety Regulator. Quality assure Building Safety Case Reports and associated fire and structural risk assessments. Ensure full compliance with the Building Safety Act 2022 , Fire Safety Act 2021, and secondary legislation. Act as the councils subject matter expert for all building safety matters. Own and deliver Mandatory Occurrence Reporting processes. Drive delivery of the golden thread of building safety information across all WCC housing assets. Deliver the building safety competency framework in line with PAS 8672 standards. Leadership & Governance Line manage a multidisciplinary team including Building Safety Managers, Structural Engineer, Resident Engagement Officer and Administrator. Report directly to the Head of Compliance & Building Safety , providing regular updates on compliance, remediation progress, KPIs and risks. Chair and host Building Safety Committee meetings. Horizon scan for legislative and regulatory changes impacting building safety. Programme & Project Delivery Principle Building Safety Manager Oversee allocation and tracking of building safety actions across reactive and planned works programmes. Support procurement of consultants and remediation contractors outside existing frameworks where required. Contribute to or manage client briefs for fire and safety improvement works. Support Gateway submissions and works on in-scope buildings. Review specifications and technical drawings to ensure compliance with Building Regulations and British Standards. Oversee delivery and completion of building safety case reports in collaboration with Heads of Service. Stakeholder & Resident Engagement Principle Building Safety Manager Provide expert advice to internal departments on fire and building safety matters. Work with Housing teams to support PEEP development . Ensure robust resident engagement strategies and building safety information packs are delivered across all HRBs. Liaise with Leaseholder Services on Section 20 consultations , and support planning, building control and listed building consent processes where required. Engage with residents, leaseholders, councillors and external partners to promote a strong building safety culture. What This Role Will Achieve Principle Building Safety Manager Safe, compliant High-Risk Buildings delivered in line with statutory requirements. Improved organisational awareness and culture around building safety. Effective resident engagement and confidence in safety management. Robust governance, assurance and continuous improvement across WCCs housing portfolio. Essential Experience Principle Building Safety Manager Substantial senior-level experience in building safety management , surveying, maintenance or construction ideally within social housing . In-depth technical expertise in fire and building safety in residential environments. Strong knowledge of relevant legislation including the Building Safety Act , Fire Safety legislation, Building Regulations and Landlord & Tenant Act. Experience managing complex, multi-disciplinary programmes from inception to completion. Proven leadership experience with the ability to influence senior stakeholders. Experience working in or with local authorities or housing providers. Confident liaising with residents, leaseholders, regulators and elected members. Experience using compliance or fire risk management software. Skills & Capabilities Principle Building Safety Manager Strategic thinker with strong attention to detail. Excellent written and verbal communication skills. Strong stakeholder management and decision-making ability. Ability to challenge proposals and evidence value for money. Financial forecasting and programme oversight skills. Political awareness and experience operating in a democratic environment. Qualifications (Essential) Principle Building Safety Manager NEBOSH Fire Safety Management Certificate (or equivalent Level 3 fire safety qualification). Degree in Building Surveying, Fire Engineering or a related discipline. Affiliation to IFSM or IFE (membership not required). Demonstrable competence in reviewing building safety assessments under a recognised risk register scheme.
Kings Permanent Recruitment Ltd
Newport, Isle of Wight
Estate Agent Branch Manager Are you a Branch Manager wanting more or are you a high performing Assistant Branch Manager, Sales Manager or strong Lister wanting to progress with your career? Are you a DYNAMIC and INSPIRATIONAL leader of people? On target earnings on offer of £45,000. Also being offered is a basic salary of £29,000. In addition you will have the option of a company car or a £4,000 car allowance. 2 Saturdays on then 1 off. Estate Agent Branch Manager This is a role for an enthusiastic, skilled and charismatic Estate Agent seeking a responsible and well paid role with a dynamic and growing business, where success, commitment and hard work is both recognised and rewarded - an excellent salary package awaits you if you match the description. Estate Agent Branch Manager From winning new business to motivating and getting the best out of your team, you will be expected to lead by example and must be professional in your approach to every aspect of the process of selling homes. Estate Agent Branch Manager A minimum of 5 years experience in the Estate Agency industry is required and must include practical experience in valuations and instruction gaining. This is a great role to develop your management skills and help you move upwards on the career ladder. Estate Agent Branch Manager Basic salary £29,000 plus £4,000 car allowance or company car with on target earnings of £45,000. 2 Saturdays on then 1 off. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
May 16, 2026
Full time
Estate Agent Branch Manager Are you a Branch Manager wanting more or are you a high performing Assistant Branch Manager, Sales Manager or strong Lister wanting to progress with your career? Are you a DYNAMIC and INSPIRATIONAL leader of people? On target earnings on offer of £45,000. Also being offered is a basic salary of £29,000. In addition you will have the option of a company car or a £4,000 car allowance. 2 Saturdays on then 1 off. Estate Agent Branch Manager This is a role for an enthusiastic, skilled and charismatic Estate Agent seeking a responsible and well paid role with a dynamic and growing business, where success, commitment and hard work is both recognised and rewarded - an excellent salary package awaits you if you match the description. Estate Agent Branch Manager From winning new business to motivating and getting the best out of your team, you will be expected to lead by example and must be professional in your approach to every aspect of the process of selling homes. Estate Agent Branch Manager A minimum of 5 years experience in the Estate Agency industry is required and must include practical experience in valuations and instruction gaining. This is a great role to develop your management skills and help you move upwards on the career ladder. Estate Agent Branch Manager Basic salary £29,000 plus £4,000 car allowance or company car with on target earnings of £45,000. 2 Saturdays on then 1 off. 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.
Clark James Recruitment is working with a highly professional Financial Services business. Due to business expansion our client has an opportunity for a Paraplanner to join the business on a full-time basis. Role We are seeking highly organised Paraplanner to join our dynamic team at an established Independent Financial Advisory (IFA) firm. The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records. Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations. Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant. Candidate Level 4 Diploma (or working towards). Previous experience as a paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Familiarity with FCA regulations and the compliance requirements for financial planning. Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. Support with continued professional development (including exam support). Flexible working arrangements. Opportunity for career progression within a growing IFA firm. Company pension. Employee discount. Financial planning services. Life insurance.
May 16, 2026
Full time
Clark James Recruitment is working with a highly professional Financial Services business. Due to business expansion our client has an opportunity for a Paraplanner to join the business on a full-time basis. Role We are seeking highly organised Paraplanner to join our dynamic team at an established Independent Financial Advisory (IFA) firm. The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records. Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations. Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant. Candidate Level 4 Diploma (or working towards). Previous experience as a paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Familiarity with FCA regulations and the compliance requirements for financial planning. Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. Support with continued professional development (including exam support). Flexible working arrangements. Opportunity for career progression within a growing IFA firm. Company pension. Employee discount. Financial planning services. Life insurance.
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
May 16, 2026
Full time
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
Senior Pensions Administrator (DB) Reading Hybrid Permanent Part-time (2 days per week) We're recruiting on behalf of a leading pensions consultancy for an experienced Senior Pensions Administrator to join their Reading team. You'll have strong Defined Benefit (DB) pensions administration experience, be confident with complex/manual calculations, and comfortable checking the work of junior colleagues. At the heart of every pension scheme are its members. That's why our client combines outstanding customer service with technical expertise, robust quality controls, and a supportive team culture. We're now looking for a DB Pensions Administrator to join their growing administration team and help deliver a first-class service to our clients and their members. This role is ideal for someone with existing DB pensions experience who is keen to develop their career within a professional, forward-thinking organisation. The Role As a DB Pensions Administrator, you'll be responsible for delivering accurate, timely, and customer-focused pension administration services across a portfolio of schemes. Your responsibilities will include: Managing a wide range of DC administration activities Updating pension administration systems and databases accurately Logging, scanning, and managing post and correspondence Handling internal and external telephone and written enquiries professionally Running automated system calculations and completing manual benefit calculations where required Producing customer correspondence to draft or final letter standards using electronic document management systems Monitoring procedural developments and supporting the implementation of changes Returning original documentation and certificates to members securely Amending and, with experience, checking non-financial transactions such as changes of address Developing knowledge of assigned clients and their pension schemes Providing informal mentoring and support to junior team members Accurately recording time and meeting utilisation targets Contributing to non-client activities such as training, technical committees, and events About You Essential experience and skills: Proven experience in Defined Contribution (DB) pensions administration (Typically 2+ years' experience, though all applications are considered on merit) A basic knowledge and awareness of the pensions industry Strong numerical aptitude, demonstrated through work experience or qualifications IT-confident, particularly in Microsoft Word, Excel, and Outlook Highly organised with excellent planning and prioritisation skills Able to manage multiple tasks and meet deadlines Accurate, detail-focused, and quality-driven Strong written and verbal communication skills Customer-focused mindset with a commitment to exceeding expectations A proactive, enthusiastic, and flexible approach to work Able to take ownership of tasks and see work through to completion A collaborative team player with good problem-solving skills Qualifications Educated to A-Level, Degree, or equivalent GCSE Maths and English (grade C/5 or above or equivalent) Desirable Willingness to study for a professional pensions qualification (e.g. CPC, DPC, RPC, APMI) A clear commitment to building a long-term career in pensions administration Developing technical knowledge across different pension arrangements (DC, DB, CARE) A continuous-improvement mindset, with an interest in enhancing processes and procedures Strong relationship-building skills with colleagues, clients, and third parties Benefits on offer Competitive salary and annual discretionary bonus 25 days' holiday, with buy/sell flexibility Pension contribution matching Healthcare plans, life assurance, and retailer discounts Flexible benefits scheme, employee assistance programme, and digital GP service Paid volunteering days and opportunities to take part in community initiatives Employee referral bonus for introducing successful candidates A supportive environment that encourages learning, development, and career progression
May 16, 2026
Full time
Senior Pensions Administrator (DB) Reading Hybrid Permanent Part-time (2 days per week) We're recruiting on behalf of a leading pensions consultancy for an experienced Senior Pensions Administrator to join their Reading team. You'll have strong Defined Benefit (DB) pensions administration experience, be confident with complex/manual calculations, and comfortable checking the work of junior colleagues. At the heart of every pension scheme are its members. That's why our client combines outstanding customer service with technical expertise, robust quality controls, and a supportive team culture. We're now looking for a DB Pensions Administrator to join their growing administration team and help deliver a first-class service to our clients and their members. This role is ideal for someone with existing DB pensions experience who is keen to develop their career within a professional, forward-thinking organisation. The Role As a DB Pensions Administrator, you'll be responsible for delivering accurate, timely, and customer-focused pension administration services across a portfolio of schemes. Your responsibilities will include: Managing a wide range of DC administration activities Updating pension administration systems and databases accurately Logging, scanning, and managing post and correspondence Handling internal and external telephone and written enquiries professionally Running automated system calculations and completing manual benefit calculations where required Producing customer correspondence to draft or final letter standards using electronic document management systems Monitoring procedural developments and supporting the implementation of changes Returning original documentation and certificates to members securely Amending and, with experience, checking non-financial transactions such as changes of address Developing knowledge of assigned clients and their pension schemes Providing informal mentoring and support to junior team members Accurately recording time and meeting utilisation targets Contributing to non-client activities such as training, technical committees, and events About You Essential experience and skills: Proven experience in Defined Contribution (DB) pensions administration (Typically 2+ years' experience, though all applications are considered on merit) A basic knowledge and awareness of the pensions industry Strong numerical aptitude, demonstrated through work experience or qualifications IT-confident, particularly in Microsoft Word, Excel, and Outlook Highly organised with excellent planning and prioritisation skills Able to manage multiple tasks and meet deadlines Accurate, detail-focused, and quality-driven Strong written and verbal communication skills Customer-focused mindset with a commitment to exceeding expectations A proactive, enthusiastic, and flexible approach to work Able to take ownership of tasks and see work through to completion A collaborative team player with good problem-solving skills Qualifications Educated to A-Level, Degree, or equivalent GCSE Maths and English (grade C/5 or above or equivalent) Desirable Willingness to study for a professional pensions qualification (e.g. CPC, DPC, RPC, APMI) A clear commitment to building a long-term career in pensions administration Developing technical knowledge across different pension arrangements (DC, DB, CARE) A continuous-improvement mindset, with an interest in enhancing processes and procedures Strong relationship-building skills with colleagues, clients, and third parties Benefits on offer Competitive salary and annual discretionary bonus 25 days' holiday, with buy/sell flexibility Pension contribution matching Healthcare plans, life assurance, and retailer discounts Flexible benefits scheme, employee assistance programme, and digital GP service Paid volunteering days and opportunities to take part in community initiatives Employee referral bonus for introducing successful candidates A supportive environment that encourages learning, development, and career progression
The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff. Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). And their staff can work from home 2-3 days per week. Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours and 7.5 hours in total when you start finish is down to you. That doesn't just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you'll get on with your job to the best of your ability whether you're in the office or not. After all, you're a conscientious person, not someone who needs to be micro-managed. You'll work on a team of nine administrators under a Team Leader. You'll process new business, prepare meeting packs and deal with LoAs/providers for typically 3 IFAs within your pod. But your team leader will make sure each day that no one team has too much on. You can be sure that work will be distributed elsewhere rather than you having to battle on. Salary is to c£31,000 and there's 27 days holiday. Alongside the usual pension there's a Group Life Scheme too. HERE'S WHAT YOU'LL NEED TO HAVE: You'll have experience of working as an administrator in a financial planning firm. You don't need years and years of experience though. Just an initial 12 months so that you have had a good grounding. It's time you had the trust and choice you deserve so click apply. If you don't have a CV just send us a way of contacting you and we can get to the CV later. Everyone will receive a response.
May 16, 2026
Full time
The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff. Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). And their staff can work from home 2-3 days per week. Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours and 7.5 hours in total when you start finish is down to you. That doesn't just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you'll get on with your job to the best of your ability whether you're in the office or not. After all, you're a conscientious person, not someone who needs to be micro-managed. You'll work on a team of nine administrators under a Team Leader. You'll process new business, prepare meeting packs and deal with LoAs/providers for typically 3 IFAs within your pod. But your team leader will make sure each day that no one team has too much on. You can be sure that work will be distributed elsewhere rather than you having to battle on. Salary is to c£31,000 and there's 27 days holiday. Alongside the usual pension there's a Group Life Scheme too. HERE'S WHAT YOU'LL NEED TO HAVE: You'll have experience of working as an administrator in a financial planning firm. You don't need years and years of experience though. Just an initial 12 months so that you have had a good grounding. It's time you had the trust and choice you deserve so click apply. If you don't have a CV just send us a way of contacting you and we can get to the CV later. Everyone will receive a response.
My client is a leading provider of education and training in the Financial Services Sector and they have an exciting opportunity for a former Financial Planning/Services Professional to join their existing team as a Trainer. Please note this role is entirely remote, working from home. The ideal candidate for this role would be a Financial Adviser/Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. The key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach individuals and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner s work (please note you will have the support of a qualified and experienced assessor with your allotted group of learners) You will maintain accurate records and monitor learners progress You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will represent My clients Training at taster days, open days, and careers events appropriate to the sector You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will ensure you undertake the highest standards regarding teaching and assessment practice You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner s literacy and numeracy when training, assessing or marking You will deliver functional skills as required You will assist with my clients training in ensuring its marketing efforts are up to date, appropriate and relevant You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning You will build rapport with employers to ensure the successful delivery of training programmes You will raise any concerns immediately to the company s designated safeguarding officer You will create support plans for learners if they fall behind You will operate strictly within the funding and performance rules of our commissioners, including the Education and Skills Funding Agency and Ofsted Personal Specification Essential Minimum 5 years experience working within an IFA practice environment CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills Creativity to make learning engaging A flexible approach to work Enthusiasm, positivity, motivation and commitment Patience and a sense of humour Desirable Level 3 teaching or training qualification (can be supplied) Level 3 assessing qualification (can be supplied) Training, coaching and mentoring experience Functional Accountabilities You will maintain an in-depth knowledge of your subject or professional area through meeting the CPD requirements of the CII You will ensure both internal and external performance and quality standards are met You will ensure the continuous improvement of performance and quality standards across the business in a supportive and objective manner You will perform and assist in the end-to-end administrative process You will foster a culture of performance and quality built on openness, respect and high professional standards Benefits Salary up to £40,000.00 NEG DOE Complete remote working (nationwide) Smart / casual dress code Monday to Thursday 09:00 - 17:00, Friday 09:00 - 14:00 (35 Hours Per Week) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Commitment to your training and development Diverse and progressive culture
May 16, 2026
Full time
My client is a leading provider of education and training in the Financial Services Sector and they have an exciting opportunity for a former Financial Planning/Services Professional to join their existing team as a Trainer. Please note this role is entirely remote, working from home. The ideal candidate for this role would be a Financial Adviser/Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. The key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach individuals and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner s work (please note you will have the support of a qualified and experienced assessor with your allotted group of learners) You will maintain accurate records and monitor learners progress You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will represent My clients Training at taster days, open days, and careers events appropriate to the sector You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will ensure you undertake the highest standards regarding teaching and assessment practice You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner s literacy and numeracy when training, assessing or marking You will deliver functional skills as required You will assist with my clients training in ensuring its marketing efforts are up to date, appropriate and relevant You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning You will build rapport with employers to ensure the successful delivery of training programmes You will raise any concerns immediately to the company s designated safeguarding officer You will create support plans for learners if they fall behind You will operate strictly within the funding and performance rules of our commissioners, including the Education and Skills Funding Agency and Ofsted Personal Specification Essential Minimum 5 years experience working within an IFA practice environment CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills Creativity to make learning engaging A flexible approach to work Enthusiasm, positivity, motivation and commitment Patience and a sense of humour Desirable Level 3 teaching or training qualification (can be supplied) Level 3 assessing qualification (can be supplied) Training, coaching and mentoring experience Functional Accountabilities You will maintain an in-depth knowledge of your subject or professional area through meeting the CPD requirements of the CII You will ensure both internal and external performance and quality standards are met You will ensure the continuous improvement of performance and quality standards across the business in a supportive and objective manner You will perform and assist in the end-to-end administrative process You will foster a culture of performance and quality built on openness, respect and high professional standards Benefits Salary up to £40,000.00 NEG DOE Complete remote working (nationwide) Smart / casual dress code Monday to Thursday 09:00 - 17:00, Friday 09:00 - 14:00 (35 Hours Per Week) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Commitment to your training and development Diverse and progressive culture
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
May 16, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
Adara is where work meets fun. Sure, work can be dull sometimes - but not here. We keep things lively with plenty of laughs along the way. Don t get us wrong - we work hard, but we have a blast doing it. At Adara, we believe great design starts with great people. That s why we foster a culture where creativity is celebrated, innovation is embraced, and career growth is a priority. If you re looking for a workplace as forward-thinking as the designs we create where no two days are the same and problem-solving is part of the everyday then you belong at Adara. You ll be a perfect match if you: Thrive in a fast-paced, dynamic environment Are a proactive multitasker who loves making things happen Want to be part of a collaborative, supportive team where your ideas truly matter You get things done - independently The Role at a Glance: Client Projects Coordinator North London Mill Hill Office Based Minimum 2 Day Per Week / Hybrid Working £30,000 - £35,000 Full Time - Permanent Hours: 37.5 Hours Per Week, Monday - Friday, 9am - 5pm Culture: Trust, Respect, Shared Success, laugh a lot, Work a lot Company: A forward-thinking architecture and planning firm Your Background / Skills: Administration, Coordination, Client Support, Customer Service, Stakeholder Management Skills: Friendly. Great Time management. Organised. Customer focussed. Excellent English oral and written communication. About us: The home of amazing architecture. Adara is a dynamic architectural and planning practice based in London, specializing in high-quality residential projects with select commercial work - we work on some really fun projects. Founded in 2018, our team brings over 20 years of combined experience in planning and design, offering expert guidance to bring our clients' visions to life. We don t just design homes we redefine them. With a perfect blend of planning expertise and creative vision, we push the boundaries of modern architecture to create spaces that are as functional as they are stunning. Our team is made up of innovators, problem-solvers, and passionate designers who thrive on collaboration and fresh ideas. At Adara, we are more than just architects and planners; we are a team driven by passion, collaboration, and excellence. We cultivate a culture of trust, respect, and shared success, where every team member plays a vital role in shaping the future of our practice. We prioritise quality over quantity, carefully selecting projects that inspire us challenging yet rewarding designs that push boundaries and spark creativity. If you're looking to be part of a forward-thinking, supportive, and talented team, then look no further! The Opportunity: We are looking for a highly organised and proactive Client Projects Coordinator / Administrator to join our London-based team. This role is central to keeping our projects moving ensuring smooth communication between clients, architects, planners, and external stakeholders, while managing the day-to-day administration that underpins our success. As the key point of contact for clients, you ll keep them updated on progress, handle queries with professionalism, and provide clear, timely updates. You ll also manage the administrative side of projects from preparing and sending fee proposals, supporting planners with applications, and processing invoices, to maintaining accurate records and keeping deadlines on track using our CRM systems. Once fully trained, you ll enjoy the flexibility of hybrid working (minimum one day per week in the office) while remaining an integral part of our collaborative team. You ll also play an active role in building client relationships handling new enquiries, setting up proposals, dispatching documents, and ensuring smooth onboarding. With over 100 live projects on the go, no two days are ever the same and there s always something exciting to coordinate. Other tasks include: • Generating and issuing invoices; tracking payments • Managing banking and financial transactions • Submitting online applications • Client communication and updates • Vendor coordination and client support • Invoice tracking and follow-ups • Internal project coordination • Scheduling and call coordination • Documenting processes and workflows • Maintaining centralised knowledge sharing & CRM About you: • 3-5 years of demonstrable office-based experience in a fast-paced environment, showcasing strong administrative and coordination skills • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) with the ability to efficiently manage documents, spreadsheets, and communications • Excellent command of English (both written and spoken) with advanced communication skills to convey information clearly and professionally • Exceptional written and verbal communication skills, ensuring clarity and professionalism in client interactions and internal coordination • Strong attention to detail and accuracy, with a critical eye for reviewing documents, invoices, and correspondence • Excellent interpersonal and relationship-building skills, with a client-focused approach to maintaining strong connections with key clients and service users • Ability to work effectively under pressure, managing multiple tasks and deadlines in a dynamic environment • Team player with a proactive mindset, capable of working collaboratively while also taking initiative and handling responsibilities independently • No prior experience in planning or architecture is required, but a background or interest in the field is a plus Sounds like a good fit? Apply here for a fast-track path to our amazing Founder Dominic. Your Experience / Background / Previous Roles May Include: Administrator, Coordinator, Customer Service, Customer Support, Client Support, Client Success, Office Manager, Team Administrator, Team Coordinator, EA, PA, Executive Assistant, Personal Assistant, Architect Team Assistant. Application notice We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details.
May 16, 2026
Full time
Adara is where work meets fun. Sure, work can be dull sometimes - but not here. We keep things lively with plenty of laughs along the way. Don t get us wrong - we work hard, but we have a blast doing it. At Adara, we believe great design starts with great people. That s why we foster a culture where creativity is celebrated, innovation is embraced, and career growth is a priority. If you re looking for a workplace as forward-thinking as the designs we create where no two days are the same and problem-solving is part of the everyday then you belong at Adara. You ll be a perfect match if you: Thrive in a fast-paced, dynamic environment Are a proactive multitasker who loves making things happen Want to be part of a collaborative, supportive team where your ideas truly matter You get things done - independently The Role at a Glance: Client Projects Coordinator North London Mill Hill Office Based Minimum 2 Day Per Week / Hybrid Working £30,000 - £35,000 Full Time - Permanent Hours: 37.5 Hours Per Week, Monday - Friday, 9am - 5pm Culture: Trust, Respect, Shared Success, laugh a lot, Work a lot Company: A forward-thinking architecture and planning firm Your Background / Skills: Administration, Coordination, Client Support, Customer Service, Stakeholder Management Skills: Friendly. Great Time management. Organised. Customer focussed. Excellent English oral and written communication. About us: The home of amazing architecture. Adara is a dynamic architectural and planning practice based in London, specializing in high-quality residential projects with select commercial work - we work on some really fun projects. Founded in 2018, our team brings over 20 years of combined experience in planning and design, offering expert guidance to bring our clients' visions to life. We don t just design homes we redefine them. With a perfect blend of planning expertise and creative vision, we push the boundaries of modern architecture to create spaces that are as functional as they are stunning. Our team is made up of innovators, problem-solvers, and passionate designers who thrive on collaboration and fresh ideas. At Adara, we are more than just architects and planners; we are a team driven by passion, collaboration, and excellence. We cultivate a culture of trust, respect, and shared success, where every team member plays a vital role in shaping the future of our practice. We prioritise quality over quantity, carefully selecting projects that inspire us challenging yet rewarding designs that push boundaries and spark creativity. If you're looking to be part of a forward-thinking, supportive, and talented team, then look no further! The Opportunity: We are looking for a highly organised and proactive Client Projects Coordinator / Administrator to join our London-based team. This role is central to keeping our projects moving ensuring smooth communication between clients, architects, planners, and external stakeholders, while managing the day-to-day administration that underpins our success. As the key point of contact for clients, you ll keep them updated on progress, handle queries with professionalism, and provide clear, timely updates. You ll also manage the administrative side of projects from preparing and sending fee proposals, supporting planners with applications, and processing invoices, to maintaining accurate records and keeping deadlines on track using our CRM systems. Once fully trained, you ll enjoy the flexibility of hybrid working (minimum one day per week in the office) while remaining an integral part of our collaborative team. You ll also play an active role in building client relationships handling new enquiries, setting up proposals, dispatching documents, and ensuring smooth onboarding. With over 100 live projects on the go, no two days are ever the same and there s always something exciting to coordinate. Other tasks include: • Generating and issuing invoices; tracking payments • Managing banking and financial transactions • Submitting online applications • Client communication and updates • Vendor coordination and client support • Invoice tracking and follow-ups • Internal project coordination • Scheduling and call coordination • Documenting processes and workflows • Maintaining centralised knowledge sharing & CRM About you: • 3-5 years of demonstrable office-based experience in a fast-paced environment, showcasing strong administrative and coordination skills • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) with the ability to efficiently manage documents, spreadsheets, and communications • Excellent command of English (both written and spoken) with advanced communication skills to convey information clearly and professionally • Exceptional written and verbal communication skills, ensuring clarity and professionalism in client interactions and internal coordination • Strong attention to detail and accuracy, with a critical eye for reviewing documents, invoices, and correspondence • Excellent interpersonal and relationship-building skills, with a client-focused approach to maintaining strong connections with key clients and service users • Ability to work effectively under pressure, managing multiple tasks and deadlines in a dynamic environment • Team player with a proactive mindset, capable of working collaboratively while also taking initiative and handling responsibilities independently • No prior experience in planning or architecture is required, but a background or interest in the field is a plus Sounds like a good fit? Apply here for a fast-track path to our amazing Founder Dominic. Your Experience / Background / Previous Roles May Include: Administrator, Coordinator, Customer Service, Customer Support, Client Support, Client Success, Office Manager, Team Administrator, Team Coordinator, EA, PA, Executive Assistant, Personal Assistant, Architect Team Assistant. Application notice We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details.
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa 70,000 to 90,000 depending on experience OTE 100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job 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.
May 16, 2026
Full time
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa 70,000 to 90,000 depending on experience OTE 100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job 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.
Office Co-ordinator Golders Green, London Up to £32,000 (DOE) Bring structure, lead with empathy, and make a real difference every day. At London Cremation Company , we don t just provide services we support families through some of life s most difficult moments with care, dignity and compassion. We re now looking for an exceptional Office Co-ordinator to help bring organisation, consistency and calm leadership to our busy Golders Green site. What makes this Office Co-ordinator role different? This isn t a traditional management role but it does require leadership. You ll: Guide and co-ordinate a small team of administrators Allocate workload and keep everything running smoothly Act as the go-to for problem-solving and escalations Help embed best practice - without disrupting team harmony You ll also spend time at our Thames View site in Gravesend to learn proven processes giving you the tools to elevate how things are done at Golders Green (we ll cover all travel, accommodation and meals). What you ll be doing Deliver a professional, empathetic front-line service to families and partners Manage cremation documentation, records and statutory compliance Oversee the daily cremation diary and service scheduling Handle queries and complaints with confidence and care Co-ordinate team workloads, rotas and holiday planning Support memorial enquiries and guide families through options Liaise with Funeral Directors, officiants and suppliers Process payments and maintain accurate financial records What you ll bring Strong administration and organisational skills Experience working in a busy, customer-facing environment Confidence to co-ordinate people and workloads (without formal line management) A calm, professional approach when handling sensitive situations Excellent communication and relationship-building skills High attention to detail and strong IT/data accuracy A proactive mindset you spot issues and fix them Experience in the bereavement sector is helpful, but not essential. What you ll get 26 days holiday plus public holidays Occupational Sick Pay Income Protection Insurance Life Assurance Salary Sacrifice Pension Uniform & PPE provided Retail discounts and free financial wellbeing support Employee Assistance Programme Digital health & wellbeing tools Ongoing learning and development opportunities Free and discounted cremation benefits for family About us The London Cremation Company has been shaping cremation services in the UK since 1900. Across our six sites, we re committed to delivering personal, respectful and compassionate experiences tailored to every family. Ready to apply? If you re organised, people-focused, and ready to step into a role where structure meets compassion, we d love to hear from you. APPLY NOW for immediate consideration.
May 16, 2026
Full time
Office Co-ordinator Golders Green, London Up to £32,000 (DOE) Bring structure, lead with empathy, and make a real difference every day. At London Cremation Company , we don t just provide services we support families through some of life s most difficult moments with care, dignity and compassion. We re now looking for an exceptional Office Co-ordinator to help bring organisation, consistency and calm leadership to our busy Golders Green site. What makes this Office Co-ordinator role different? This isn t a traditional management role but it does require leadership. You ll: Guide and co-ordinate a small team of administrators Allocate workload and keep everything running smoothly Act as the go-to for problem-solving and escalations Help embed best practice - without disrupting team harmony You ll also spend time at our Thames View site in Gravesend to learn proven processes giving you the tools to elevate how things are done at Golders Green (we ll cover all travel, accommodation and meals). What you ll be doing Deliver a professional, empathetic front-line service to families and partners Manage cremation documentation, records and statutory compliance Oversee the daily cremation diary and service scheduling Handle queries and complaints with confidence and care Co-ordinate team workloads, rotas and holiday planning Support memorial enquiries and guide families through options Liaise with Funeral Directors, officiants and suppliers Process payments and maintain accurate financial records What you ll bring Strong administration and organisational skills Experience working in a busy, customer-facing environment Confidence to co-ordinate people and workloads (without formal line management) A calm, professional approach when handling sensitive situations Excellent communication and relationship-building skills High attention to detail and strong IT/data accuracy A proactive mindset you spot issues and fix them Experience in the bereavement sector is helpful, but not essential. What you ll get 26 days holiday plus public holidays Occupational Sick Pay Income Protection Insurance Life Assurance Salary Sacrifice Pension Uniform & PPE provided Retail discounts and free financial wellbeing support Employee Assistance Programme Digital health & wellbeing tools Ongoing learning and development opportunities Free and discounted cremation benefits for family About us The London Cremation Company has been shaping cremation services in the UK since 1900. Across our six sites, we re committed to delivering personal, respectful and compassionate experiences tailored to every family. Ready to apply? If you re organised, people-focused, and ready to step into a role where structure meets compassion, we d love to hear from you. APPLY NOW for immediate consideration.
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to 35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri
May 16, 2026
Full time
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to 35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri
