177 jobs found

Head of Freehold Property Management / Senior Property Manager Location: Brighton About the Role Our Client is seeking an experienced and highly motivated Head of Freehold Property Management / Senior Property Manager to lead the strategic and operational management of their residential freehold portfolio. This is a senior leadership role responsible for overseeing asset performance, statutory compliance, financial management, and the delivery of exceptional customer service across a portfolio of residential buildings. The role also involves leading and developing a team of property professionals while ensuring best-in-class property management practices. Key Responsibilities Lead and manage the strategy, operations, and performance of the freehold property portfolio. Deliver a high-quality property management service to clients, leaseholders, and stakeholders. Manage and develop a team of Property Managers and Administrators, driving a high-performance culture aligned with company KPIs and service standards. Oversee service charge budgets, financial planning, contractor management, and cost control. Ensure full compliance with statutory regulations, health & safety requirements, and industry best practices. Act as the senior point of contact for clients, residents, contractors, surveyors, and regulatory bodies. Lead on major works projects and Section 20 consultations across the portfolio. Conduct regular site inspections, manage service contracts, and ensure preventative maintenance programmes are in place. Provide clear reporting and strategic insight to senior leadership and the parent company. About You TPI / IRPM qualified (or equivalent) property professional. Proven experience managing residential block portfolios and freehold assets. Strong leadership experience with the ability to inspire, coach, and develop teams. Strategic thinker with a hands-on, solutions-focused approach. Excellent stakeholder management and communication skills. Strong knowledge of service charge budgeting, major works, and property legislation. High levels of professionalism, integrity, and customer focus. What They Offer Opportunity to lead a premium residential portfolio. A collaborative and supportive working environment. Career development and professional growth opportunities. Competitive salary and benefits package. Apply Now If you are an experienced property professional looking to take the next step in your career and lead a high-performing property management team, we would love to hear from you.

Estate Agent Assistant Sales Manager Basic salary to £25,000 plus £3,000 car allowance or company car with initial salary guarantee with on target earnings of £45,000 to £50,000. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Assistant Sales Manager Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Assistant Sales Manager They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Assistant Sales Manager Previous Estate Agency experience is essential. Estate Agent Assistant Sales Manager Remuneration: Basic salary to £25,000 plus £3,000 car allowance or company car with initial salary guarantee with on target earnings of £45,000 to £50,000. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.

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

This Senior IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Senior IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team Diary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced Administrator within financial services Ideally you should have experience of one or more of the following: Supporting Financial Advisors Group Scheme Administration Mortgage Administration You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Competitive salary up to 40,000 Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Call us now on (phone number removed) or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Financial Services Administrator Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector. As a Financial Services Administrator, you will be crucial in supporting Financial Advisors in delivering exceptional service to their clients with a view to progressing and further developing your career within the company through ongoing training and completing industry qualifications. The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged. Your primary responsibilities will include: Provide high quality administrative support to the Wealth Services teams. Update client records upon receipt of a comprehensive Investment Planning Questionnaire completed by the Adviser. Liaise with Advisers and other teams, where appropriate, to keep up to date of progress and any outstanding requirements. Study towards the Diploma in Regulated Financial Planning Experience / Qualifications: Strong written and verbal communication skills Customer focussed attitude. Time management and ability to work to deadlines. Organisational skills. Good attention to detail. Accurate and numerate. Drive and initiative to work on own and as part of a team. Working knowledge of computer-based applications such as Word and Excel. Aspirations to succeed and develop a rewarding career that can lead to significant personal progression. The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement If you are interested in this Financial Services job opportunity, please click to apply. 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.

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

Property Surveying Administrator Exeter 26,000- 27,000 Monday to Friday, office hours Permanent, office-based Introduction Acorn by Synergie is recruiting for a Property Surveying Administrator to join a professional and supportive consultancy environment. This is an excellent opportunity for someone seeking stability, career development, and the chance to build new skills within a friendly and encouraging team. Key Responsibilities Managing the reception area, including welcoming customers and visitors. Handling all correspondence, including phone calls, emails, letters, and packages. Organising meetings, scheduling appointments, and coordinating catering for events. Maintaining accurate records through data entry across personnel, financial, and legal systems. Managing office supplies, including stationery and equipment. Creating travel itineraries for staff and company events. Ensuring all health and safety and company procedures are followed at all times. Organising workshops, training sessions, and maintaining CPD records. Supporting ongoing professional training and development activities. Requirements GCSEs (or equivalent) including Maths and English at Grade C or above. Previous experience in an administrative, receptionist, or office-based role. Strong IT skills, including Microsoft Office and office management systems. Experience handling confidential information with professionalism. Good knowledge of filing systems and document management. Skills & Attributes Strong attention to detail and a methodical approach. Excellent organisational and multitasking abilities. Confident communication and customer service skills. Ability to work independently and proactively. Adaptable, dependable, and enthusiastic attitude. Experience in event planning would be advantageous. What's on Offer Competitive salary of 26,000- 27,000. Stable, permanent position with long-term prospects. Supportive and professional working environment. Opportunities for training, development, and professional accreditation. Interested? Apply now to join a trusted consultancy as a Property Surveying Administrator and take the next step in your career. Acorn by Synergie acts as an employment agency for permanent recruitment.

This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Events Administrator Leicester City Centre / Hybrid C £32,500 p.a. DOE Do you thrive in fast-paced environments where organisation and attention to detail are critical to success? Would you love to play a key role behind the delivery of high-profile national and international events? Are you looking for a varied opportunity where no two projects, clients or days are ever the same? The Company: ER Recruitment are excited to be working with our client, a dynamic and growing events and brand management agency delivering end-to-end solutions across events, production, PR and brand experiences. The business is now expanding its operational capability with a brand new Events Administrator role to support continued growth. Role & Responsibilities of the Events Administrator: Provide direct administrative and logistical support to 3 Project Managers across multiple live events Support venue sourcing, supplier coordination, catering research and logistics planning Manage attendee registration processes using systems such as Cvent, Eventbrite or internal CRM tools Maintain accurate event documentation including delegate packs, travel arrangements, name badges and event collateral Support budget tracking and financial administration, updating spreadsheets and highlighting variances Assist with coordination of site visits, transport and accommodation arrangements Collate and manage RAMS and compliance documentation from third-party suppliers Provide on-site and virtual event support as required (3 5 times per year) Maintain accurate databases of suppliers and event assets for future projects About You as the Events Administrator: Previous events administration experience Exceptionally organised with the ability to manage multiple deadlines and conflicting priorities Highly detail-focused with strong accuracy across logistics, documentation and scheduling Confident managing supplier and stakeholder relationships professionally Experience supporting budgets, purchase orders or financial tracking would be advantageous Strong digital skills including Google Sheets, CRM or ticketing platforms Adaptable, resilient and comfortable working within a fast-moving and evolving industry Able to bring a proactive, creative and solutions-focused approach to projects Willingness to occasionally travel within the UK or internationally in support of events Additional Benefits: 27 days holiday (rising to 30) plus bank holidays Workplace pension (auto-enrolment) Weekly wellbeing and PT sessions during work time Flexible working hours (8:30 5:00 or 9:00 5:30) Hybrid working 1 day WFH (Wednesday) Exposure to national and international events Please note by applying for this role you give consent for ER Recruitment to retain your CV for up to 24 months for the purposes of assisting you to find your next role unless you notify us otherwise. While we aim to get back to all applicants, if you do not receive a response within 7 working days then unfortunately your application has been unsuccessful on this occasion. We are here to help with your career so please send a copy of your CV to us. If you know of anyone else who is looking for their next opportunity, please feel free to refer them to us or pass on our details. We look forward to hearing from you.

Regional Oversight Manager- Motor Trade Audit North West region (North Birmingham/Stoke/Liverpool/Manchester area) £35K to £40K plus OTE = c£45K + car allowance, private health etc Location : Field Based Reporting to : Senior Oversight Manager / Head of Oversight Hours : 37.5 hours per week, Monday - Friday Contract : Full-time, Permanent This is working for my Bristol based client who are experts in the financial compliance industry; focusing mainly on the Motor Trade so you would looking after large Automotive Dealership accounts and some Travel agents . They have one of the UK's largest regulatory networks with many retail sites across the UK benefiting from a range of Finance and Insurance services. You would not need to based near any office as this is on the road regional role . Typically you would be visiting customers across the region ( planning your own day ) 3 to 4 days a week and a day at home with admin and initially one audit a day and they are visited annually with audits increasing as you gain experience to 2 or 3 a day depending on visit area . Depending on experience starting base salary is £35K to £40K with OTE c£45K ( OTE is paid monthly with a small quarterly uplift for consecutive achieving across the quarter ) plus car allowance ( £400 per month which means you can either use your existing car or lease one ) . plus bens which inc private health . £35K-£40K basic with OTE = up to c£45K Car Allowance £400 per month Business mileage paid Health Insurance after 6 months probationary period Birthday day off 25 days annual leave plus bank holidays Monday to Friday Pension Scheme This is an auditory and account managing role rather than sales . Ideally they'd be looking for at least 2 years experience working in an FCA regulated environment , with some experience as an auditor or in an oversight function and prior experience of working in a field based role , if in the Motor Trade or Motor Finance that s a bonus . Purpose of the role: Reporting to the Senior Oversight Manager the purpose of the role is to conduct oversight audits at network members on a risk-based approach, producing detailed reports based on the findings and setting appropriate action plans to mitigate any risks. To effectively manage and support both existing and new Network Members within a given geographic area, providing a comprehensive first-class account management service. Key Deliverables: Duties to include but are not limited to: • Framework Setups - Undertake initial Framework set up visits for all Network Members (AR, VAR, Additional Services), including Approved Persons / Senior Manager Governance, staff induction training including system demonstrations using the relevant framework document to evidence the meeting and to set agreed action plans as appropriate, in line with company processes. • Oversight Audits - Undertake a variety of different oversight audits both remotely and on site in-line with the agreed risk-based approach, ensuring that the audits are booked and completed as per the required frequency effectively and in line with company policies. Produce detailed reports based on the findings and set appropriate action plans to mitigate any potential customer harm or other identified risks. • Escalations - Take direct responsibility for all escalations allocated and ensure they are completed within 28 days of allocation. • Training & Development - Delivery of high quality, professional training and development to network members both on site and remotely in line with company policies as identified via oversight audits, internal checks, or as requested by the company or the Network Member. • Cancellations - Take responsibility for network members with regards to cancellation requests (Network Membership and APEX Additions) in line with company processes. • Sales Referrals - Generating income from existing network members as well as Identifying opportunities and making the sales department aware using the sales referral form of where there may be an opportunity for them to obtain additional business. Critical Competencies: • Be able to understand and effectively convey relevant regulation and legislation from the Financial Conduct Authority (ICOBS / CONC) • Adhere to the ethos of Consumer Duty in all work activity. • Completion of the ITC Compliance Training program. • Manage customer relationships with a professional approach • Provide excellent customer service • Have good self-presentation and excellent inter-personal skills • Readily accept responsibility for your work • Ensure work is completed to internal procedures and external regulatory requirements • Able to make good decisions by using information effectively • Self-disciplined with excellent time management skills • Possess exceptional attention to detail skills • Be highly motivated with the ability to work independently • The ability to work effectively to deadlines • Good organisational and administrative skills • A strong communicator, able to handle objections, negotiate and close decision makers • The ability to relate to a wide range of people from Approved Persons / senior company management to Sales Executives and Administrators • Excellent presentation skills both face to face and via video call • The ability to prioritise and manage several different tasks at once • A polite, friendly and diplomatic manner Desirable Skills and Experience: • Experience of a retail insurance environment. • Experience of working with/for finance providers. • Experience of working within a risk related role. • Understanding of the Motor and Travel industry sectors. • Understanding of how to use the FCA Handbook, and knowledge of the FCA requirements DISP, PRIN, SYSC, ICOBS, SUP and CONC. • Excellent computer skills including Excel, One Drive, Teams, Word and Outlook. • Being able to work remotely on your own and as part of a team. • A full UK driving licence Other Significant Role Requirements: • Oversight Managers need to have a good understanding of legislation, as well as an excellent knowledge of the business , regulation and the products or service they advise on and sell. • Always Comply with the FCA s (and other applicable regulators) principles, commitments and codes of practice. • Adhere to the ethos of Consumer Duty in all work activity. • Must achieve the minimum level of competency for the role relating to company, regulatory and legal standards, as defined by management. • Adhere to all Company Policies and Procedures, including Health & Safety, Equal Opportunities, Data Protection, Code of Conduct, Security, IT. • Ensure awareness of and adopt any changes in regulatory practice as advised by management. • Maintain a log of personal continuing professional development (CPD) and ensure a minimum of 20 hours a year is completed. • Ensure that online training is completed and kept up to date. • Adhere to the individual Conduct Rules as follows: 1. You must act with integrity 2. You must act with due care, skill and diligence 3. You must be open and cooperative with the FCA, the PRA and other regulators 4. You must pay due regard to the interests of customers and treat them fairly 5. You must observe proper standards of market conduct • Report all failures to comply with requirements immediately to line manager. • Maintain a sound working relationship with all head office staff • Proactively promote the company and additional services Training and Development We pride ourselves on offering continuous training & development along with career progression opportunities for all employees. Appropriate training will be provided as the role demands ensuring the individual is set-up for success. A truly diverse place to work The company celebrates the diversity of their people and we welcome applications from everyone. We believe that having a culture of inclusion is essential in delivering good results. Attracting, retaining, and developing a diverse workforce where employees feel valued, respected and empowered allows people to reach their full potential. As a business this diversity helps us to better reflect and understand our customers needs to allow us to drive better outcomes. As an organisation, we respect and adheres to Equal Opportunities legislation and the Equality Act 2010. . click apply for full job details

Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate

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

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

Job Title: Practice Manager Location: Cramlington, Northumberland Contract Type: Permanent / Full Time Salary: £35,000 - £43,000 per annum, depending on experience An excellent opportunity has arisen for an experienced Practice Manager to join a thriving and professional financial services business. This Practice Manager role is ideal for someone who enjoys overseeing operations, driving efficiency, and delivering exceptional client service within a fast-paced environment. About the Company Our client operates within the wealth management and financial planning sector, supporting clients with investments, pensions, and long-term financial strategies. They are known for high standards, strong client relationships, and a collaborative team culture. The Role As a Practice Manager, you will take ownership of day-to-day operations, ensuring processes run smoothly from initial enquiry through to completion. The Practice Manager will work closely with advisers and administrators, maintaining compliance, managing workloads, and ensuring the highest standards of service delivery. Key Responsibilities: Oversee daily operational activity and team performance Manage workflows, priorities, and administrative processes Ensure compliance with industry and regulatory standards Support the end-to-end client journey, including documentation and follow-ups Liaise with advisers, providers, and clients to progress cases Conduct quality checks and maintain accurate records About You Proven experience within financial services Strong understanding of investments, pensions, or financial planning Excellent organisational and leadership skills High attention to detail and ability to prioritise workloads Confident communication and stakeholder management If you are a motivated Practice Manager looking to take the next step in your career within a supportive and professional environment, we would love to hear from you. We re committed to promoting inclusive opportunities. If you re excited about this Practice Manager role but don t meet every single requirement, we still encourage you to apply your unique perspective could be exactly what they re looking for.

Lead role, responsible for end-to-end administration, governance & integrity of commercial real estate lease portfolio across UK & Ireland (300+ sites). Central ownership of all critical Real Estate data; Leases, salient portfolio dates, occupancy cost administration etc working closely internally with Real Estate Development, Finance and Legal teams as well as 3rd parties, ensuring accuracy, strategic control and effective estate management. Client Details Our client is a dual-listed (New York & London) market-leading food & beverage operator with significant Real Estate portfolio in the UK & Ireland. They pride themselves on a culture of open communication, help and supportive work between all departments and the ability for their employees to explore different functions across long careers - people frequently stay for 10-20 years+. The business encourages "best use of time", with working patterns split 3:2 office / home, to ensure people have the right amount of collaboration with colleagues as well as time for detailed focus. Description Own and oversee lease data within the global lease accounting system (e.g. TRIRIGA), ensuring accuracy, completeness, and alignment with legal documentation and business requirements. Partner with Global Centres of Excellence to align data standards, system enhancements, and process improvements. Maintain robust data governance, version control, and audit readiness across all lease records. Act as the subject-matter expert for lease administration governance, standards, and best practice. Support internal SOX and external audit information requests. Oversee the administration of rent, service charge, insurance, and other occupancy-related costs. Work closely with Finance on invoicing, reconciliations, payment schedules, contractual obligations, and vendor maintenance. Provide lease administration input into financial reporting and audit processes. Deliver clear, accurate reporting on lease status, costs, and critical dates for Estates and Finance stakeholders. Identify data gaps, risks, and process inefficiencies, driving continuous improvement initiatives. Support lease administration system development, enhancements, and user guidance. Lead the harmonisation of data inputs, systems, and reporting across the Development team. Provide actionable insights on new site planning and key estate and construction metrics across the UK & Ireland. Lead a small team to develop dashboards and reporting tools (e.g. Power BI) to enable real-time decision-making across Acquisitions, Estates, and Construction. Analyse store-level performance, footfall, and demographic data to support estate optimisation. Team Leadership Manage and develop a team of lease administrators, fostering a culture of curiosity, innovation, and continuous improvement. Promote best practice in data analysis and storytelling across the wider Property & Development team. Profile The successful UK Lead for Real Estate Lease Admin & Data Science should have: Proven experience in commercial lease administration across a large, multi-site property portfolio. Strong understanding of commercial leases and occupancy costs. Demonstrable track-record in Real Estate data collection & analysis, Data Visualisation as well as clear reporting to facilitate achieving strategic property goals. Experience partnering with Finance on invoicing, reconciliations, and vendor management. Highly organised, high attention to detail with a strong data governance and control mindset. Advanced skills in SQL, Excel, and data visualisation tools (e.g. Power BI, Tableau). Strong stakeholder management and communication skills. Ideally experience within a corporate occupier, a national retail / leisure estate - OR - Real Estate Consultancy background working on corporate occupier accounts across large portfolios of leased assets. Knowledge of UK & Ireland lease structures and market practice. Experience managing outsourced partners and service providers. Job Offer Competitive salary, Hybrid working, excellent add-ons / package benefits

Client Service Administrator - Financial Planning Location: Central Manchester Salary: £26,700 - £30,000 Full-Time Permanent NJR Recruitment is excited to be representing a well-established, independent financial planning firm in their search for a Client Service Co-ordinator. This is a fantastic opportunity for someone with financial planning admin experience who's passionate about delivering exceptional service to clients and working closely with financial advisers and paraplanners. Benefits: days holiday + bank holidays 2. Private Medical Insurance 3. Life Assurance 4. Income Protection 5. Company Pension Key Responsibilities: 1. Liaise with clients and providers via phone, email, and video 2. Support Financial Planners with day-to-day tasks and client file management 3. Book appointments, manage diaries, and prepare detailed meeting packs 4. Submit instructions to platforms and providers 5. Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office) 6. Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning Service What We're Looking For: 1. Previous experience in a financial planning admin or support role 2. Proficient in MS Office (Word, Excel, Teams, SharePoint) 3. Familiarity with Intelligent Office (IO) 4. Excellent organisational and communication skills 5. A proactive, team-oriented individual with strong attention to detail If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR 16690

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

Private Client Solicitor / Fee Earner or STEP-Qualified Practitioner (3+ Years PQE) Location: St Helens, Merseyside Salary: Up to £50,000 starting salary Contract: Full-time, 5 days per week Working Pattern: Hybrid working available following successful completion of probation Overview An established and growing law firm is seeking an experienced Private Client Solicitor/Fee Earner or STEP-qualified practitioner (minimum 3 years' PQE) to join its Private Client department. The role is well suited to someone with strong technical expertise across complex probate, high-value estates, intestacy matters and trust administration, who is also comfortable supervising junior team members. This position offers a high degree of autonomy, a supportive team environment, and clear long-term progression opportunities. Key Responsibilities Probate & Estate Administration Manage a varied caseload of probate and estate administration matters from initial instruction through to final distribution Prepare and submit applications for Grants of Probate and Grants of Letters of Administration, including taxable estates and those involving foreign assets, business property or agricultural relief Handle intestate estates and complex asset tracing matters Draft detailed interim and final estate accounts Advise executors, administrators, trustees and beneficiaries on procedural and tax-related issues Liaise with HMRC, financial institutions, estate agents, accountants and other third parties Wills, Trusts & Lifetime Planning Draft Wills, Codicils, Deeds of Variation and Letters of Wishes, including matters involving complex family arrangements and tax planning Advise on inheritance tax mitigation, exemptions and reliefs Prepare and register Lasting Powers of Attorney and Court of Protection Deputyship applications Support elderly and vulnerable clients with care, professionalism and discretion Client Care & Compliance Deliver a high standard of client care with clear, proactive communication Ensure files are maintained in line with SRA requirements, AML regulations and internal risk procedures Use case management systems effectively (experience with Proclaim is advantageous) Supervise, mentor and support junior team members where required Essential Skills & Experience Minimum of 3+ years' PQE as a Private Client Solicitor/Fee Earner or a fully or part-qualified STEP practitioner Proven experience dealing with complex probate, trusts and estate administration Strong working knowledge of private client legislation Excellent drafting, communication and organisational skills Experience supervising junior staff, or a willingness to take on supervisory duties Ability to manage a caseload independently with strong attention to detail Compassionate and professional approach to sensitive matters Desirable Skills & Qualifications Full STEP qualification (TEP) or STEP Advanced Certificates Experience with BPR, APR, estates with foreign assets, trust tax returns and trust compliance Exposure to contentious probate matters (non-essential) Interest in contributing to departmental growth and business development What's on Offer Competitive salary, dependent on experience Hybrid and flexible working arrangements post-probation Supportive and collaborative working environment Clear progression opportunities Ongoing professional development, including STEP support where applicable Access to specialist private client webinars and conferences Friendly team culture Free on-site parking Company pension scheme Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field. Key Responsibilities Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation Maintain accurate and up-to-date client records and financial information within back-office systems Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant Manage new business processing, proactively progressing cases and chasing providers Liaise with pension providers, platforms, and third parties to obtain updates and information Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing Maintain and update CRM systems (e.g. Intelliflo or similar) accurately Assist with platform administration, including transfers and investments Act as a central coordination point between clients, advisers, and internal teams Deliver a high-quality client experience through professional communication and organisation Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office / CRM systems such as Intelliflo. In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long term opportunity for career development