Are you organised, proactive, and confident thriving in a fast-paced office? Do you enjoy keeping operations running smoothly while supporting a busy team? If you're someone who takes ownership, anticipates needs before they arise, and takes pride in delivering high-quality admin support then this could be the perfect opportunity for you! JOB TITLE: Office Administrator CONTRACT : Permanent HOURS: Monday - Friday, 8am - 5pm START : ASAP SALARY: 26,000- 29,000pa LOCATION: Ringwood We're looking for a detail driven Administrator to join a growing construction company, where no two days are the same. You'll play a key role in coordinating office operations, providing some finance administration and support to technical departments. Could this be your next career move? Provide administrative support to the wider team, ensuring smooth day-to-day office operations Manage incoming calls and emails, acting as a professional first point of contact for clients, suppliers, and subcontractors Handle client queries efficiently, ensuring excellent service and timely resolution of issues Liaise with subcontractors to coordinate schedules, documentation, and ongoing project requirements Support project teams with maintaining accurate records, schedules, and site documentation Process supplier invoices and assist with invoice reconciliation Use Xero to process invoices and support the accounts team with finance administration tasks Ensure all purchase orders, invoices, and delivery notes are accurately recorded and filed Maintain organised digital and physical filing systems, ensuring compliance with company procedures Assist with ordering office supplies and managing relationships with external suppliers Provide general office support, including data entry, document preparation, and reporting Proactively identify administrative improvements to enhance efficiency within the office Is this you? Previous experience in an administrative role, ideally within construction or a fast-paced office environment Experience using Xero software and having invoicing experience is beneficial, but not essential Strong organisational skills with the ability to manage multiple priorities and meet deadlines Excellent communication skills, both written and verbal, with confidence speaking to clients, suppliers, and subcontractors High level of attention to detail and accuracy, particularly when handling documentation and financial data Proactive and self-motivated, with the ability to work independently and take initiative Competent in Microsoft Office (Word, Excel, Outlook) and general office systems If this sounds like YOU, then apply with your CV TODAY! We are excited to speak to you about this opportunity! NB: If this company and position appeals to you then please apply your CV on-line and please send your CV to (url removed) Advertised by Office Angels, South Coast branch . Please note that due to a high volume of response Office Angels receive; only successful candidates will be contacted For the purposes of the Regulations, please note that Office Angels in the provision of these services will be operating as a recruitment agency. Office Angels are an equal opportunities employer Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 14, 2026
Full time
Are you organised, proactive, and confident thriving in a fast-paced office? Do you enjoy keeping operations running smoothly while supporting a busy team? If you're someone who takes ownership, anticipates needs before they arise, and takes pride in delivering high-quality admin support then this could be the perfect opportunity for you! JOB TITLE: Office Administrator CONTRACT : Permanent HOURS: Monday - Friday, 8am - 5pm START : ASAP SALARY: 26,000- 29,000pa LOCATION: Ringwood We're looking for a detail driven Administrator to join a growing construction company, where no two days are the same. You'll play a key role in coordinating office operations, providing some finance administration and support to technical departments. Could this be your next career move? Provide administrative support to the wider team, ensuring smooth day-to-day office operations Manage incoming calls and emails, acting as a professional first point of contact for clients, suppliers, and subcontractors Handle client queries efficiently, ensuring excellent service and timely resolution of issues Liaise with subcontractors to coordinate schedules, documentation, and ongoing project requirements Support project teams with maintaining accurate records, schedules, and site documentation Process supplier invoices and assist with invoice reconciliation Use Xero to process invoices and support the accounts team with finance administration tasks Ensure all purchase orders, invoices, and delivery notes are accurately recorded and filed Maintain organised digital and physical filing systems, ensuring compliance with company procedures Assist with ordering office supplies and managing relationships with external suppliers Provide general office support, including data entry, document preparation, and reporting Proactively identify administrative improvements to enhance efficiency within the office Is this you? Previous experience in an administrative role, ideally within construction or a fast-paced office environment Experience using Xero software and having invoicing experience is beneficial, but not essential Strong organisational skills with the ability to manage multiple priorities and meet deadlines Excellent communication skills, both written and verbal, with confidence speaking to clients, suppliers, and subcontractors High level of attention to detail and accuracy, particularly when handling documentation and financial data Proactive and self-motivated, with the ability to work independently and take initiative Competent in Microsoft Office (Word, Excel, Outlook) and general office systems If this sounds like YOU, then apply with your CV TODAY! We are excited to speak to you about this opportunity! NB: If this company and position appeals to you then please apply your CV on-line and please send your CV to (url removed) Advertised by Office Angels, South Coast branch . Please note that due to a high volume of response Office Angels receive; only successful candidates will be contacted For the purposes of the Regulations, please note that Office Angels in the provision of these services will be operating as a recruitment agency. Office Angels are an equal opportunities employer Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Lancaster (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Lancaster (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Liverpool (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Liverpool (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Jun 14, 2026
Full time
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Pensions Administrator Location: Liverpool City Centre Salary: Up to £30,000 DOE Full-time Permanent 8:30am - 5:30pm (flexible if required) Hybrid Industry: Financial Services/Defined Contributions Pensions We're currently recruiting for an experienced Pensions Administrator to join a well-established and growing business. This is a great opportunity to take full ownership of your own portfolio, managing cases from start to finish in a supportive, professional environment. The Role: You'll be responsible for managing a portfolio of pension clients, handling everything from onboarding through to ongoing administration. You'll be a key point of contact for clients, advisers, and internal teams, ensuring all work is completed accurately and in line with regulations. Benefits: 25 days holiday + bank holidays Annual bonus/OTE (7%) Private Medical Insurance (after qualifying period) Sick pay (after qualifying period) Key Responsibilities: Manage your own portfolio of pension clients from start to finish Act as the main contact for clients, IFAs, and internal teams Process all areas of SIPP administration, including: New business and transfers in Contributions and benefit crystallisations Transfers in and out Income payments (drawdown / UFPLS) Death benefit cases Ensure all work complies with FCA and HMRC regulations Keep client records accurate and up to date Identify and escalate any risks, issues, or complaints Support audits and help improve internal processes What We Are Looking For: Previous experience in pensions administration (essential) Good understanding of pensions legislation and FCA/HMRC rules Experience working with SIPP pensions Exposure to property investments within pensions would be a big advantage Strong attention to detail and ability to manage multiple cases Confident communicator with clients and advisers Desirable: Experience with SSAS pensions Working towards or completed qualifications (e.g. CII or PMI) Why Apply? Opportunity to take ownership of your own workload Supportive and collaborative team environment Scope to develop your knowledge and progress your career Work in a business that values accuracy, service, and professionalism
Jun 14, 2026
Full time
Pensions Administrator Location: Liverpool City Centre Salary: Up to £30,000 DOE Full-time Permanent 8:30am - 5:30pm (flexible if required) Hybrid Industry: Financial Services/Defined Contributions Pensions We're currently recruiting for an experienced Pensions Administrator to join a well-established and growing business. This is a great opportunity to take full ownership of your own portfolio, managing cases from start to finish in a supportive, professional environment. The Role: You'll be responsible for managing a portfolio of pension clients, handling everything from onboarding through to ongoing administration. You'll be a key point of contact for clients, advisers, and internal teams, ensuring all work is completed accurately and in line with regulations. Benefits: 25 days holiday + bank holidays Annual bonus/OTE (7%) Private Medical Insurance (after qualifying period) Sick pay (after qualifying period) Key Responsibilities: Manage your own portfolio of pension clients from start to finish Act as the main contact for clients, IFAs, and internal teams Process all areas of SIPP administration, including: New business and transfers in Contributions and benefit crystallisations Transfers in and out Income payments (drawdown / UFPLS) Death benefit cases Ensure all work complies with FCA and HMRC regulations Keep client records accurate and up to date Identify and escalate any risks, issues, or complaints Support audits and help improve internal processes What We Are Looking For: Previous experience in pensions administration (essential) Good understanding of pensions legislation and FCA/HMRC rules Experience working with SIPP pensions Exposure to property investments within pensions would be a big advantage Strong attention to detail and ability to manage multiple cases Confident communicator with clients and advisers Desirable: Experience with SSAS pensions Working towards or completed qualifications (e.g. CII or PMI) Why Apply? Opportunity to take ownership of your own workload Supportive and collaborative team environment Scope to develop your knowledge and progress your career Work in a business that values accuracy, service, and professionalism
Director of Compliance Job Title: Director of Compliance (Property & Building Safety) Location : Fully Remote (UK Home Based - ideally commutable to London) Salary / Package : Senior Management Grade + Performance Bonus + Travel Expenses & Accommodation Covered About Us We are a forward-thinking, market-leading collective services provider specialising in property management, building surveying, and statutory back-office compliance solutions. We are exceptionally proud to have been voted as one of the "Great Places to Work UK" for the last 5 consecutive years, reflecting our deep commitment to our people, our culture, and our duty of care. As an established business undergoing an exciting period of growth and expanding our footprint within a wider international group, we are looking to strategically scale our compliance function. This is a fantastic opportunity for either an established Director looking for a new challenge or a high-performing Head of / Senior Compliance Manager ready to make that definitive step up into a strategic board-level role. The Role As the Director of Compliance, you will hold ultimate accountability for the strategic direction of our group compliance frameworks, ensuring we remain at the forefront of legislative changes and industry best practice. This is a unique opportunity to shape the department, with the autonomy to build, interview, and recruit your own team of Inspectors and Administrators to support the group's expanding portfolio. This position is fully remote / home-based. However, given the nature of our primary client and asset base, you should ideally be located within a reasonable commuting distance of London for key stakeholder meetings and portfolio reviews. Key Responsibilities: Strategic Leadership: Develop and execute the group-wide compliance strategy and risk reporting framework to protect people, assets, and stakeholders. Regulatory Compliance: Act as the ultimate subject matter expert on statutory obligations, with a meticulous focus on the Building Safety Act and Fire Safety Act. Team Growth & Mentor-ship: Line-manage, coach, and build out the compliance team, overseeing performance reviews, well-being, and continuous development. Commercial Oversight: Drive revenue opportunities through compliant service delivery while controlling departmental costs, forecasting requirements, and managing budgets. Industry Collaboration: Work closely with senior managers and key industry bodies (such as RICS and The Property Institute - TPI) to influence safety culture and implement structured audit programmes. What We Are Looking For: Qualifications: You must be CMIOSH or MIFSML qualified. Ideally, you will hold a Level 6 NEBOSH Diploma in Occupational Health & Safety and/or a Level 4 FPA European Diploma in Fire Risk Management. Sector Experience: Robust, broad experience within Property Management, residential leasehold, or block management services is essential. Financial Acumen: Proven ability to interpret financial data and work with forecasting models. Communication & Influence: Exceptional communication and relationship-building skills, with a track record of influencing stakeholders at a senior executive level. What's on Offer: Highly competitive Senior Management base salary. Performance-related Bonus Scheme. Fully Home-Based working. No company car, but full expenses paid for all business travel and overnight accommodation when required. The opportunity to set up, grow, and truly own a critical department within an award-winning business For further details, please apply today Randstad CPE values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
Jun 14, 2026
Full time
Director of Compliance Job Title: Director of Compliance (Property & Building Safety) Location : Fully Remote (UK Home Based - ideally commutable to London) Salary / Package : Senior Management Grade + Performance Bonus + Travel Expenses & Accommodation Covered About Us We are a forward-thinking, market-leading collective services provider specialising in property management, building surveying, and statutory back-office compliance solutions. We are exceptionally proud to have been voted as one of the "Great Places to Work UK" for the last 5 consecutive years, reflecting our deep commitment to our people, our culture, and our duty of care. As an established business undergoing an exciting period of growth and expanding our footprint within a wider international group, we are looking to strategically scale our compliance function. This is a fantastic opportunity for either an established Director looking for a new challenge or a high-performing Head of / Senior Compliance Manager ready to make that definitive step up into a strategic board-level role. The Role As the Director of Compliance, you will hold ultimate accountability for the strategic direction of our group compliance frameworks, ensuring we remain at the forefront of legislative changes and industry best practice. This is a unique opportunity to shape the department, with the autonomy to build, interview, and recruit your own team of Inspectors and Administrators to support the group's expanding portfolio. This position is fully remote / home-based. However, given the nature of our primary client and asset base, you should ideally be located within a reasonable commuting distance of London for key stakeholder meetings and portfolio reviews. Key Responsibilities: Strategic Leadership: Develop and execute the group-wide compliance strategy and risk reporting framework to protect people, assets, and stakeholders. Regulatory Compliance: Act as the ultimate subject matter expert on statutory obligations, with a meticulous focus on the Building Safety Act and Fire Safety Act. Team Growth & Mentor-ship: Line-manage, coach, and build out the compliance team, overseeing performance reviews, well-being, and continuous development. Commercial Oversight: Drive revenue opportunities through compliant service delivery while controlling departmental costs, forecasting requirements, and managing budgets. Industry Collaboration: Work closely with senior managers and key industry bodies (such as RICS and The Property Institute - TPI) to influence safety culture and implement structured audit programmes. What We Are Looking For: Qualifications: You must be CMIOSH or MIFSML qualified. Ideally, you will hold a Level 6 NEBOSH Diploma in Occupational Health & Safety and/or a Level 4 FPA European Diploma in Fire Risk Management. Sector Experience: Robust, broad experience within Property Management, residential leasehold, or block management services is essential. Financial Acumen: Proven ability to interpret financial data and work with forecasting models. Communication & Influence: Exceptional communication and relationship-building skills, with a track record of influencing stakeholders at a senior executive level. What's on Offer: Highly competitive Senior Management base salary. Performance-related Bonus Scheme. Fully Home-Based working. No company car, but full expenses paid for all business travel and overnight accommodation when required. The opportunity to set up, grow, and truly own a critical department within an award-winning business For further details, please apply today Randstad CPE values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Jun 14, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Benefits: Mon-Thur 9am-5pm, Friday 8am-3pm 25 days holiday (rising with length of service) plus Bank Holidays Pension Life insurance Critical Illness Health Cash Plan Free parking Role: Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes. On offer is: Comprehensive training and mentorship, from experienced professionals within the corporate finance sector Opportunities for career advancement and professional development within the firm A supportive, dynamic, and collaborative work environment As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting. Responsibilities: Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise Support the development and implementation of internal processes to enhance efficiency within the corporate department Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team Candidate Requirements: A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment Excellent communication skills, both written and verbal, with a focus on client service Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting Relevant qualifications are advantageous but not required
Jun 14, 2026
Full time
Benefits: Mon-Thur 9am-5pm, Friday 8am-3pm 25 days holiday (rising with length of service) plus Bank Holidays Pension Life insurance Critical Illness Health Cash Plan Free parking Role: Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes. On offer is: Comprehensive training and mentorship, from experienced professionals within the corporate finance sector Opportunities for career advancement and professional development within the firm A supportive, dynamic, and collaborative work environment As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting. Responsibilities: Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise Support the development and implementation of internal processes to enhance efficiency within the corporate department Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team Candidate Requirements: A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment Excellent communication skills, both written and verbal, with a focus on client service Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting Relevant qualifications are advantageous but not required
Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.
Jun 14, 2026
Full time
Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.
Are you an experienced Case Manager in search of a new opportunity? Our client is seeking a skilled professional to become part of their Case Management team in Bootle. This compelling position entails overseeing post-completion, ensuring compliance with loan agreements, and cultivating robust client relationships. This Case Manager role offers a competitive salary of £30,000 - £35,000 per year. You'll be part of a dynamic environment where your expertise in loan management and client relations will shine. Plus, enjoy benefits like annual bonuses and salary reviews every April. Our client is a forward-thinking organisation that excels in portfolio management services. They focus on efficient loan management and prioritise strong communication and relationship-building with their clients. As a Case Manager, your responsibilities will include: Administering new and existing loans, setting up cases, and sending introductory correspondence. Organising electronic files and ensuring all legal documents and correspondence are correctly filed. Proactively monitoring loans, identifying risks, and taking necessary actions to ensure loan performance and redemption. Maintaining and updating electronic case records and data. Instructing and reviewing asset manager appointments and reports to identify risks. Conducting mid-term searches for all loans. Monitoring loan waypoints, key events, and conditions. Communicating with clients to gather information and resolve issues. Monitoring interest payments and ensuring timely collection. Liaising with solicitors for loan repayment and redemption statement preparation. Identifying loans at risk of exceeding their term and alerting the Head of Portfolio Management. Package and Benefits: The Case Manager role offers: Annual salary of £30,000 - £35,000, plus an annual bonus scheme. Salary reviews every April. 25 days holiday, increasing with length of service, plus your birthday off. Life insurance and onsite parking. Loyalty schemes and a cash-care health plan. Buy and sell holidays option. Regular social events. The ideal Case Manager will have: Experience in loan administration and portfolio management. Strong organisational skills and attention to detail. Excellent communication skills for client interaction. Ability to identify risks and take proactive measures. Experience in maintaining electronic records and data management. Ability to work independently and as part of a team. If you have experience or interest in roles such as Loan Administrator, Portfolio Analyst, Loan Officer, or Financial Case Manager, this Mortgage Administrator position could be the perfect fit for you. If you're ready to take on the challenge of managing a diverse portfolio and ensuring client satisfaction, this Mortgage Administrator role could be your next career move. Apply now and become a key player in our client's successful team. JL_FIN
Jun 14, 2026
Full time
Are you an experienced Case Manager in search of a new opportunity? Our client is seeking a skilled professional to become part of their Case Management team in Bootle. This compelling position entails overseeing post-completion, ensuring compliance with loan agreements, and cultivating robust client relationships. This Case Manager role offers a competitive salary of £30,000 - £35,000 per year. You'll be part of a dynamic environment where your expertise in loan management and client relations will shine. Plus, enjoy benefits like annual bonuses and salary reviews every April. Our client is a forward-thinking organisation that excels in portfolio management services. They focus on efficient loan management and prioritise strong communication and relationship-building with their clients. As a Case Manager, your responsibilities will include: Administering new and existing loans, setting up cases, and sending introductory correspondence. Organising electronic files and ensuring all legal documents and correspondence are correctly filed. Proactively monitoring loans, identifying risks, and taking necessary actions to ensure loan performance and redemption. Maintaining and updating electronic case records and data. Instructing and reviewing asset manager appointments and reports to identify risks. Conducting mid-term searches for all loans. Monitoring loan waypoints, key events, and conditions. Communicating with clients to gather information and resolve issues. Monitoring interest payments and ensuring timely collection. Liaising with solicitors for loan repayment and redemption statement preparation. Identifying loans at risk of exceeding their term and alerting the Head of Portfolio Management. Package and Benefits: The Case Manager role offers: Annual salary of £30,000 - £35,000, plus an annual bonus scheme. Salary reviews every April. 25 days holiday, increasing with length of service, plus your birthday off. Life insurance and onsite parking. Loyalty schemes and a cash-care health plan. Buy and sell holidays option. Regular social events. The ideal Case Manager will have: Experience in loan administration and portfolio management. Strong organisational skills and attention to detail. Excellent communication skills for client interaction. Ability to identify risks and take proactive measures. Experience in maintaining electronic records and data management. Ability to work independently and as part of a team. If you have experience or interest in roles such as Loan Administrator, Portfolio Analyst, Loan Officer, or Financial Case Manager, this Mortgage Administrator position could be the perfect fit for you. If you're ready to take on the challenge of managing a diverse portfolio and ensuring client satisfaction, this Mortgage Administrator role could be your next career move. Apply now and become a key player in our client's successful team. JL_FIN
Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.
Jun 14, 2026
Full time
Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.
This is an exciting opportunity for a Part Time Book-keeper / Administrator (Temp) to support the smooth running of daily administrative and financial functions within the industrial and manufacturing industry. The role is temporary, offering flexibility and the chance to work in a fast-paced environment. Client Details The company operates within the industrial and manufacturing sector and is recognised for its commitment to precision and operational excellence. As a small-sized organisation, they focus on delivering high-quality services and products, supported by a dedicated team of professionals. Description Maintain accurate financial records, including invoicing and expense tracking. Manage payroll processes and ensure compliance with relevant regulations. Reconcile bank statements and monitor cash flow. Provide administrative support, including filing, data entry, and correspondence management. Assist in preparing financial reports for internal and external stakeholders. Support procurement processes by managing purchase orders and supplier invoices. Ensure all documentation is maintained and organised effectively. Collaborate with team members to improve operational efficiency. Profile A successful Part Time Book-keeper / Administrator (Temp) should have: Proficiency in bookkeeping software and administrative tools. A strong understanding of financial processes and compliance requirements. Excellent organisational and multitasking skills. Attention to detail and a proactive approach to problem-solving. Previous experience in the industrial and manufacturing industry is advantageous. The ability to work independently and meet deadlines effectively. Job Offer Competitive hourly rate Temporary contract with flexible working hours. Opportunity to work within the industrial and manufacturing sector. Supportive work environment within a small-sized organisation. If you are a detail-oriented individual with a passion for administration and finance, apply today to join this dedicated team.
Jun 14, 2026
Seasonal
This is an exciting opportunity for a Part Time Book-keeper / Administrator (Temp) to support the smooth running of daily administrative and financial functions within the industrial and manufacturing industry. The role is temporary, offering flexibility and the chance to work in a fast-paced environment. Client Details The company operates within the industrial and manufacturing sector and is recognised for its commitment to precision and operational excellence. As a small-sized organisation, they focus on delivering high-quality services and products, supported by a dedicated team of professionals. Description Maintain accurate financial records, including invoicing and expense tracking. Manage payroll processes and ensure compliance with relevant regulations. Reconcile bank statements and monitor cash flow. Provide administrative support, including filing, data entry, and correspondence management. Assist in preparing financial reports for internal and external stakeholders. Support procurement processes by managing purchase orders and supplier invoices. Ensure all documentation is maintained and organised effectively. Collaborate with team members to improve operational efficiency. Profile A successful Part Time Book-keeper / Administrator (Temp) should have: Proficiency in bookkeeping software and administrative tools. A strong understanding of financial processes and compliance requirements. Excellent organisational and multitasking skills. Attention to detail and a proactive approach to problem-solving. Previous experience in the industrial and manufacturing industry is advantageous. The ability to work independently and meet deadlines effectively. Job Offer Competitive hourly rate Temporary contract with flexible working hours. Opportunity to work within the industrial and manufacturing sector. Supportive work environment within a small-sized organisation. If you are a detail-oriented individual with a passion for administration and finance, apply today to join this dedicated team.
Biller - Professional Services Your new company A leading international organisation is seeking a detail-oriented Billing Administrator to join its finance team in a fast-paced, collaborative environment. This is a fantastic opportunity to work within a global business supporting critical billing and financial operations. Your new role You will manage the end-to-end billing process, including invoice preparation, adjustments, and reporting. You'll coordinate with internal and external stakeholders to resolve billing queries, maintain customer and contract data, support month-end processes, and ensure accuracy and compliance (including VAT standards). You'll also assist with system testing and ad hoc finance tasks. What you'll need to succeed Native/business-level Japanese and fluent English (Desired not essential) Previous billing or finance experience Strong Excel and MS Office skills Excellent attention to detail and organisational skills Ability to multitask, meet deadlines, and work independently Strong communication and teamwork skills Proactive, reliable, and highly self-motivated What you'll get in return Opportunity to work in a global, professional environment Career development within finance and billing Supportive team culture Competitive salary and benefits package What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 14, 2026
Full time
Biller - Professional Services Your new company A leading international organisation is seeking a detail-oriented Billing Administrator to join its finance team in a fast-paced, collaborative environment. This is a fantastic opportunity to work within a global business supporting critical billing and financial operations. Your new role You will manage the end-to-end billing process, including invoice preparation, adjustments, and reporting. You'll coordinate with internal and external stakeholders to resolve billing queries, maintain customer and contract data, support month-end processes, and ensure accuracy and compliance (including VAT standards). You'll also assist with system testing and ad hoc finance tasks. What you'll need to succeed Native/business-level Japanese and fluent English (Desired not essential) Previous billing or finance experience Strong Excel and MS Office skills Excellent attention to detail and organisational skills Ability to multitask, meet deadlines, and work independently Strong communication and teamwork skills Proactive, reliable, and highly self-motivated What you'll get in return Opportunity to work in a global, professional environment Career development within finance and billing Supportive team culture Competitive salary and benefits package What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. We have a new opportunity within our Norwich office for a Financial Planning Administrator. This is a hybrid working opportunity (3 days in office - 2 from home). The main purpose of this role is to provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. Please note - This is a dog friendly office. Responsibilies Helping Advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO. Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans. Adding details of any missing policy information to IO as required. Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value. Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required. Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges. Using the standard templates within IO, create and check the client valuation report and upload to IO. Produce any 'OneNote Packs' requested by the advisers. Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system. Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients. Produce client letters as required. Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace. Always comply with the Compliance policies Engage with training and development as applicable. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department. About you: Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. 1-year minimum relevant experience supporting an adviser. Previous regulatory or financial industry experience. Customer focused. Drives forward service excellence. Collaborative and a team player. Good standard of education Maths and English GCSE, grade 5 or above, or equivalent Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Jun 13, 2026
Full time
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. We have a new opportunity within our Norwich office for a Financial Planning Administrator. This is a hybrid working opportunity (3 days in office - 2 from home). The main purpose of this role is to provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. Please note - This is a dog friendly office. Responsibilies Helping Advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO. Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans. Adding details of any missing policy information to IO as required. Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value. Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required. Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges. Using the standard templates within IO, create and check the client valuation report and upload to IO. Produce any 'OneNote Packs' requested by the advisers. Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system. Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients. Produce client letters as required. Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace. Always comply with the Compliance policies Engage with training and development as applicable. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department. About you: Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. 1-year minimum relevant experience supporting an adviser. Previous regulatory or financial industry experience. Customer focused. Drives forward service excellence. Collaborative and a team player. Good standard of education Maths and English GCSE, grade 5 or above, or equivalent Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB and DC pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB and DC pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jun 13, 2026
Full time
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB and DC pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB and DC pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA / Wealth Management The role We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration. It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity. What you'll be doing Your day will typically involve a mix of client interaction, coordination, and operational support. That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates. You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day. What we're looking for We're open on background. You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role. What matters most is: Strong communication, professionalism and confidence with people A natural sense of organisation and attention to detail The ability to manage shifting priorities calmly and professionally A proactive, can-do approach Pride in delivering a high standard of service An interest in financial services is welcome - full training and support will be provided. What this role offers With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment. Additional benefits include Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program Birthday day off and regular company events. Opportunities to contribute to the firm's Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why this role If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.
Jun 13, 2026
Full time
Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA / Wealth Management The role We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration. It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity. What you'll be doing Your day will typically involve a mix of client interaction, coordination, and operational support. That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates. You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day. What we're looking for We're open on background. You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role. What matters most is: Strong communication, professionalism and confidence with people A natural sense of organisation and attention to detail The ability to manage shifting priorities calmly and professionally A proactive, can-do approach Pride in delivering a high standard of service An interest in financial services is welcome - full training and support will be provided. What this role offers With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment. Additional benefits include Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program Birthday day off and regular company events. Opportunities to contribute to the firm's Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why this role If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.
Due to a new client acquisition, this industry leading provider of administration and related services to UK occupational pension schemes has a need for a Senior Pensions Administrator to join one of their well respected pension's team. The main purpose of the role is to provide an efficient, professional service to meet all client and members needs whilst promoting the company brand. Key tasks include cradle to grave DB and DC administration, dealing with member queries, taking on ad hoc project work and identifying areas where service could be improved. To be considered for this role you must have previous experience of Pensions Administration, excellent interpersonal skills and a desire to succeed. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jun 13, 2026
Full time
Due to a new client acquisition, this industry leading provider of administration and related services to UK occupational pension schemes has a need for a Senior Pensions Administrator to join one of their well respected pension's team. The main purpose of the role is to provide an efficient, professional service to meet all client and members needs whilst promoting the company brand. Key tasks include cradle to grave DB and DC administration, dealing with member queries, taking on ad hoc project work and identifying areas where service could be improved. To be considered for this role you must have previous experience of Pensions Administration, excellent interpersonal skills and a desire to succeed. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
This actuarial consultancy has over 1,500 employees operating from more than 80 global locations are currently looking for a Senior Pensions Administrator. You will be providing support to Defined Contribution & Defined Benefit Occupational Pensions Schemes. Responsibilities will include servicing a varied portfolio of corporate clients. The successful Senior Pensions Administrator will need to have strong technical knowledge of Occupational schemes. You will be involved in all aspects of pension's administration, ensuring that all calculations are in line with Trust Deed and Rules as well as pensions legislation, meeting Service Level Agreements. To be considered for this role you must have recent experience in occupational pension schemes, gained from either a TPA or an in-house background and have made significant progress through pensions' industry qualifications such as APMI. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jun 13, 2026
Full time
This actuarial consultancy has over 1,500 employees operating from more than 80 global locations are currently looking for a Senior Pensions Administrator. You will be providing support to Defined Contribution & Defined Benefit Occupational Pensions Schemes. Responsibilities will include servicing a varied portfolio of corporate clients. The successful Senior Pensions Administrator will need to have strong technical knowledge of Occupational schemes. You will be involved in all aspects of pension's administration, ensuring that all calculations are in line with Trust Deed and Rules as well as pensions legislation, meeting Service Level Agreements. To be considered for this role you must have recent experience in occupational pension schemes, gained from either a TPA or an in-house background and have made significant progress through pensions' industry qualifications such as APMI. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 13, 2026
Full time
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
