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crm administrator
CMD Recruitment
IFA Administrator
CMD Recruitment Bristol, Gloucestershire
Administrator, Financial Services Industry 25,000pa - 30,000pa doe Bristol (Pill) - Fully office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Jun 12, 2026
Full time
Administrator, Financial Services Industry 25,000pa - 30,000pa doe Bristol (Pill) - Fully office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Consulo First
Sales Coordinator - Global Engineering Manufacturer
Consulo First Carluke, Lanarkshire
Are you an organised and commercially minded Sales Coordinator looking to join a growing international engineering business operating at the heart of the UK's critical infrastructure sector? Consulo are proud recruitment partners to a highly respected global manufacturer and supplier of specialist electrical infrastructure solutions, supporting some of the UK's largest utility, power distribution and energy projects. With an established presence across Europe and a reputation for technical excellence, innovation and customer service, the business continues to experience significant growth throughout the UK market. As a result, they are seeking a Sales Coordinator to support their Scottish commercial operation, working closely with the Regional Sales Manager and acting as a key link between customers, internal technical teams and international manufacturing facilities. This is an excellent opportunity for someone who enjoys working in a fast-paced environment, coordinating multiple projects simultaneously and playing a pivotal role in the successful delivery of customer requirements. The Role Working alongside the Regional Sales Manager, you will be responsible for coordinating customer enquiries, quotations, technical requests and project updates whilst ensuring a seamless flow of communication between customers and internal teams. Key responsibilities will include: Acting as the primary coordination point between customers and internal departments Managing customer enquiries and ensuring timely responses Chasing quotations, technical information and project updates from internal teams Supporting the preparation and submission of quotations and commercial proposals Coordinating communication between UK customers and overseas technical and manufacturing teams Monitoring and tracking multiple live projects and opportunities simultaneously Maintaining accurate CRM records and customer data Supporting framework agreements, tenders and ongoing contract activity Preparing reports, documentation and customer correspondence Assisting with opportunity tracking and sales pipeline management Providing administrative and commercial support to the Regional Sales Manager The Person We are interested in speaking with individuals who possess excellent organisational skills and thrive in a customer-focused commercial environment. You may currently be working as a: Sales Coordinator Internal Sales Executive Sales Administrator Commercial Coordinator Project Coordinator Customer Service Coordinator Account Coordinator Contracts Coordinator Internal Account Manager Experience within engineering, manufacturing, utilities, construction products, electrical products, technical distribution or industrial sectors would be advantageous, although not essential. The successful candidate will demonstrate: Strong organisational and administrative skills Excellent communication and relationship-building abilities The ability to manage multiple priorities and deadlines simultaneously A proactive approach to problem solving and follow-up activity Strong attention to detail Good IT skills including Microsoft Office and CRM systems A professional and customer-focused approach The Opportunity You will become an integral member of a successful and growing commercial team, supporting major infrastructure and utility projects across the UK whilst gaining exposure to a highly technical and commercially driven environment. The business offers genuine long-term career development opportunities and is looking for an individual who wants to grow with the organisation as it continues its expansion within the UK market. Please send me through an updated copy of your cv for immediate consideration
Jun 12, 2026
Full time
Are you an organised and commercially minded Sales Coordinator looking to join a growing international engineering business operating at the heart of the UK's critical infrastructure sector? Consulo are proud recruitment partners to a highly respected global manufacturer and supplier of specialist electrical infrastructure solutions, supporting some of the UK's largest utility, power distribution and energy projects. With an established presence across Europe and a reputation for technical excellence, innovation and customer service, the business continues to experience significant growth throughout the UK market. As a result, they are seeking a Sales Coordinator to support their Scottish commercial operation, working closely with the Regional Sales Manager and acting as a key link between customers, internal technical teams and international manufacturing facilities. This is an excellent opportunity for someone who enjoys working in a fast-paced environment, coordinating multiple projects simultaneously and playing a pivotal role in the successful delivery of customer requirements. The Role Working alongside the Regional Sales Manager, you will be responsible for coordinating customer enquiries, quotations, technical requests and project updates whilst ensuring a seamless flow of communication between customers and internal teams. Key responsibilities will include: Acting as the primary coordination point between customers and internal departments Managing customer enquiries and ensuring timely responses Chasing quotations, technical information and project updates from internal teams Supporting the preparation and submission of quotations and commercial proposals Coordinating communication between UK customers and overseas technical and manufacturing teams Monitoring and tracking multiple live projects and opportunities simultaneously Maintaining accurate CRM records and customer data Supporting framework agreements, tenders and ongoing contract activity Preparing reports, documentation and customer correspondence Assisting with opportunity tracking and sales pipeline management Providing administrative and commercial support to the Regional Sales Manager The Person We are interested in speaking with individuals who possess excellent organisational skills and thrive in a customer-focused commercial environment. You may currently be working as a: Sales Coordinator Internal Sales Executive Sales Administrator Commercial Coordinator Project Coordinator Customer Service Coordinator Account Coordinator Contracts Coordinator Internal Account Manager Experience within engineering, manufacturing, utilities, construction products, electrical products, technical distribution or industrial sectors would be advantageous, although not essential. The successful candidate will demonstrate: Strong organisational and administrative skills Excellent communication and relationship-building abilities The ability to manage multiple priorities and deadlines simultaneously A proactive approach to problem solving and follow-up activity Strong attention to detail Good IT skills including Microsoft Office and CRM systems A professional and customer-focused approach The Opportunity You will become an integral member of a successful and growing commercial team, supporting major infrastructure and utility projects across the UK whilst gaining exposure to a highly technical and commercially driven environment. The business offers genuine long-term career development opportunities and is looking for an individual who wants to grow with the organisation as it continues its expansion within the UK market. Please send me through an updated copy of your cv for immediate consideration
Jonathan Lee Recruitment Ltd
Service Contracts Administrator
Jonathan Lee Recruitment Ltd
Are you ready to step into a pivotal role where your organisational skills and proactive mindset can truly shine? This Service Contracts Administrator position offers an exciting opportunity to be at the heart of a growing service division within a dynamic and technically innovative company. With exposure to major industrial clients and complex service activities, this role promises professional development, career growth, and the chance to make a real impact in service operations. What You Will Do: - Take ownership of service contract administration, ensuring records and documentation are up-to-date and annual renewals are managed efficiently. - Coordinate service activities with engineers, including support for larger and more complex plant operations. - Act as the first point of contact for customers with service contracts, delivering outstanding customer service. - Plan and track scheduled service visits to ensure all contractual obligations are met. - Manage service orders and support broader service administration processes. - Collaborate with finance, field service, projects, and commercial teams to ensure seamless operations. What You Will Bring: - Strong administration experience, ideally within service, engineering, or technical sectors. - Excellent written and verbal communication skills to effectively liaise with customers and teams. - Confidence in managing multiple contracts, priorities, and deadlines in a fast-paced environment. - Proficiency in Microsoft Outlook, Word, and Excel, with experience in CRM or service management systems (Salesforce experience would be a plus). - A proactive attitude, with a drive to take ownership and develop the role further. This role is central to the company's mission to optimise energy production and deliver high-quality service solutions. The Service Contracts Administrator will play a key part in ensuring the smooth delivery of service contracts and maintaining strong client relationships. With the support of an experienced and technically proficient team, you'll have the chance to grow with the business and shape the future of the service contracts function. Interested?: Don't miss the chance to join a thriving team and advance your career in service contract management. Apply today to take the next step in your professional journey! Your CV will be forwarded to Jonathan Lee Recruitment, a leading engineering and manufacturing recruitment consultancy established in 1978. The services advertised by Jonathan Lee Recruitment are those of an Employment Agency. In order for your CV to be processed effectively, please ensure your name, email address, phone number and location (post code OR town OR county, as a minimum) are included.
Jun 12, 2026
Full time
Are you ready to step into a pivotal role where your organisational skills and proactive mindset can truly shine? This Service Contracts Administrator position offers an exciting opportunity to be at the heart of a growing service division within a dynamic and technically innovative company. With exposure to major industrial clients and complex service activities, this role promises professional development, career growth, and the chance to make a real impact in service operations. What You Will Do: - Take ownership of service contract administration, ensuring records and documentation are up-to-date and annual renewals are managed efficiently. - Coordinate service activities with engineers, including support for larger and more complex plant operations. - Act as the first point of contact for customers with service contracts, delivering outstanding customer service. - Plan and track scheduled service visits to ensure all contractual obligations are met. - Manage service orders and support broader service administration processes. - Collaborate with finance, field service, projects, and commercial teams to ensure seamless operations. What You Will Bring: - Strong administration experience, ideally within service, engineering, or technical sectors. - Excellent written and verbal communication skills to effectively liaise with customers and teams. - Confidence in managing multiple contracts, priorities, and deadlines in a fast-paced environment. - Proficiency in Microsoft Outlook, Word, and Excel, with experience in CRM or service management systems (Salesforce experience would be a plus). - A proactive attitude, with a drive to take ownership and develop the role further. This role is central to the company's mission to optimise energy production and deliver high-quality service solutions. The Service Contracts Administrator will play a key part in ensuring the smooth delivery of service contracts and maintaining strong client relationships. With the support of an experienced and technically proficient team, you'll have the chance to grow with the business and shape the future of the service contracts function. Interested?: Don't miss the chance to join a thriving team and advance your career in service contract management. Apply today to take the next step in your professional journey! Your CV will be forwarded to Jonathan Lee Recruitment, a leading engineering and manufacturing recruitment consultancy established in 1978. The services advertised by Jonathan Lee Recruitment are those of an Employment Agency. In order for your CV to be processed effectively, please ensure your name, email address, phone number and location (post code OR town OR county, as a minimum) are included.
Elevation Recruitment Group
Customer Service Administrator
Elevation Recruitment Group Stockton-on-tees, County Durham
Customer Service Administrator - 12 Month Fixed Term Contract Stockton-on-Tees£26,500 - £28,000The standard working hours are 8.30 - 5pm with a 30 min lunch break. Office based Monday - Thursday and WFH on a Friday. Elevation Recruitment Group are delighted to be working with a highly regarded and growing organisation to recruit a Customer Service Administrator. This is an exciting opportunity to join a customer-focused business in a role that sits at the heart of both service delivery and commercial growth . You will play a pivotal role in supporting the full customer journey-ensuring every interaction is professional, personalised, and adds value. Main Duties will include: Reporting into the Senior Customer Service & Sales Manager, you will support the delivery of a seamless end-to-end customer experience, from initial enquiry through to onboarding, retention, and upsell. This is a varied role where you will: Act as a first point of contact for customers via phone, email, and digital channels Support the conversion of enquiries into sales opportunities Process customer orders and manage product/service queries Maintain accurate and up-to-date CRM records Build strong customer relationships to drive retention and satisfaction Assist with virtual product demonstrations Collaborate closely with internal teams including Marketing, BI, IT, and Operations Contribute ideas to continuously improve the customer and sales experience What We're Looking For We're keen to speak with individuals who are passionate about delivering exceptional customer experiences and thrive in a fast-paced, collaborative environment. Key skills and experience: Previous experience in a customer service, sales support, or similar role Strong communication skills with the ability to engage confidently with customers and stakeholders Experience managing enquiries across multiple channels Highly organised with the ability to manage multiple priorities A proactive, adaptable, and team-oriented approach Comfortable using CRM systems and customer engagement tools Minimum of 2 years in B2B sales/ customer service Why Apply? This is a fantastic opportunity to join a business that truly places the customer at the centre of everything they do , offering: A supportive and collaborative team environment Opportunities for development and progression Exposure to both customer service and sales functions The chance to contribute to business growth and customer success How to Apply For more information on this confidential opportunity , please contact Kelly West at Elevation Recruitment Group , or apply today for a discreet discussion.
Jun 12, 2026
Contractor
Customer Service Administrator - 12 Month Fixed Term Contract Stockton-on-Tees£26,500 - £28,000The standard working hours are 8.30 - 5pm with a 30 min lunch break. Office based Monday - Thursday and WFH on a Friday. Elevation Recruitment Group are delighted to be working with a highly regarded and growing organisation to recruit a Customer Service Administrator. This is an exciting opportunity to join a customer-focused business in a role that sits at the heart of both service delivery and commercial growth . You will play a pivotal role in supporting the full customer journey-ensuring every interaction is professional, personalised, and adds value. Main Duties will include: Reporting into the Senior Customer Service & Sales Manager, you will support the delivery of a seamless end-to-end customer experience, from initial enquiry through to onboarding, retention, and upsell. This is a varied role where you will: Act as a first point of contact for customers via phone, email, and digital channels Support the conversion of enquiries into sales opportunities Process customer orders and manage product/service queries Maintain accurate and up-to-date CRM records Build strong customer relationships to drive retention and satisfaction Assist with virtual product demonstrations Collaborate closely with internal teams including Marketing, BI, IT, and Operations Contribute ideas to continuously improve the customer and sales experience What We're Looking For We're keen to speak with individuals who are passionate about delivering exceptional customer experiences and thrive in a fast-paced, collaborative environment. Key skills and experience: Previous experience in a customer service, sales support, or similar role Strong communication skills with the ability to engage confidently with customers and stakeholders Experience managing enquiries across multiple channels Highly organised with the ability to manage multiple priorities A proactive, adaptable, and team-oriented approach Comfortable using CRM systems and customer engagement tools Minimum of 2 years in B2B sales/ customer service Why Apply? This is a fantastic opportunity to join a business that truly places the customer at the centre of everything they do , offering: A supportive and collaborative team environment Opportunities for development and progression Exposure to both customer service and sales functions The chance to contribute to business growth and customer success How to Apply For more information on this confidential opportunity , please contact Kelly West at Elevation Recruitment Group , or apply today for a discreet discussion.
Capio Recruitment Financial Planning
IFA Administrator
Capio Recruitment Financial Planning
IFA Administrator Location: South Leicestershire (Hybrid) Salary: £28,000 - £32,000 (dependent on experience) About the Firm We are working with a well-respected and growing IFA firm that prides itself on delivering a first-class, client-focused service. Their team is friendly, professional, and passionate about providing tailored advice and exceptional support to our clients. They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care. The Role You'll play a key role in supporting advisers and the wider team across all aspects of client servicing and administration. Including new business submissions, processing withdrawals and fund switches, supporting with reporting, liaising with providers, clients and advisors on a regular basis and managing client relationships as well as data input to a high level of attention to detail. What You'll Bring Experience in financial services administration. Strong attention to detail and organisational skills. Excellent communication skills and a professional telephone manner. A proactive, positive, and team-oriented approach. Experience across a variety of platforms and CRM systems What's in It for You Flexible working hours and hybrid working Generous annual leave Professional development opportunities Auto enrolment pension Death in Service A genuinely supportive team If this opportunity of growth and development piques your interest, please contact Adele at Capio Recruitment for a conversation in confidence.
Jun 12, 2026
Full time
IFA Administrator Location: South Leicestershire (Hybrid) Salary: £28,000 - £32,000 (dependent on experience) About the Firm We are working with a well-respected and growing IFA firm that prides itself on delivering a first-class, client-focused service. Their team is friendly, professional, and passionate about providing tailored advice and exceptional support to our clients. They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care. The Role You'll play a key role in supporting advisers and the wider team across all aspects of client servicing and administration. Including new business submissions, processing withdrawals and fund switches, supporting with reporting, liaising with providers, clients and advisors on a regular basis and managing client relationships as well as data input to a high level of attention to detail. What You'll Bring Experience in financial services administration. Strong attention to detail and organisational skills. Excellent communication skills and a professional telephone manner. A proactive, positive, and team-oriented approach. Experience across a variety of platforms and CRM systems What's in It for You Flexible working hours and hybrid working Generous annual leave Professional development opportunities Auto enrolment pension Death in Service A genuinely supportive team If this opportunity of growth and development piques your interest, please contact Adele at Capio Recruitment for a conversation in confidence.
YourRecruit
Sales Support Administrator - 6 Month FTC
YourRecruit Horley, Surrey
Sales Support Administrator 6 Month Fixed Term Contract Are you highly organised, proactive, and confident in a fast-paced administrative role? Our client, a well-established and fast-growing technology-led organisation in the energy sector, is looking for an experienced Sales Support Administrator to join their team on a 6-month Fixed Term Contract . With over 40 years in business, 3,500+ customers, and more than 300 employees, this company continues to lead the market in energy data and services. This role will be based at their Horley office, with a hybrid working model. Salary: £24,000 Location: Horley (Hybrid 3 days office / 2 days remote) Contract: 6-month FTC Hours: Monday to Friday, 9am 5pm (35 hours per week) Travel: Occasional travel to other offices (Blackpool/Bristol approx. 6 times per year) Benefits Include: Company pension scheme Holiday entitlement starting at 20 days (rising to 25 with service) Holiday EXTRA option to purchase up to 5 extra days Simply Health scheme Season ticket loans Employee Assistance Programme (legal, health, counselling) Company social events Summer BBQ, festive celebrations Discretionary bonus awards The Role: The Sales Support Administrator will be responsible for delivering high-quality administrative support to the sales function, ensuring sales enquiries are effectively managed and progressed from initial enquiry through to order completion. The role involves maintaining and enhancing internal processes, supporting customer satisfaction objectives, monitoring key performance indicators and ensuring all customer information and sales activity are accurately recorded and maintained within the customer relationship management (CRM) system. The successful candidate will play a key role in supporting efficient sales operations and fostering strong customer relationships. Key Responsibilities: Manage and respond to multiple shared inboxes. Qualify and direct incoming telephone and email enquiries. Accurately input and process orders in the CRM, billing, and management systems. Generate and manage maintenance agreements and contract variations. Respond to and process orders and queries within SLA timeframes. Maintain and update customer data, contracts, and system information. Identify and resolve or escalate order data discrepancies. Create and manage reporting in Excel (portfolios, stats, etc.). Maintain sales documentation and ensure materials are up to date. Organise and attend weekly/monthly internal sales meetings, with occasional external travel. Deliver accurate, professional support to both customers and internal teams. About You: Proven administrative experience in a fast-paced environment. Excellent organisation and attention to detail. Strong written and verbal communication skills. Proficient in Microsoft Excel, Word, and Outlook. Able to prioritise effectively and handle multiple tasks. Customer-focused and team-oriented with a professional approach. Confident and calm under pressure. Analytical thinker and effective problem solver. For your information: Interested? Please send your CV in as a Word format only Please only apply if you are already eligible to work in the UK (indefinitely & without sponsorship) Not for you but you know someone suitable? Take advantage of the YourRecruit paid referral fee Due to the large numbers of responses we receive, despite our best efforts it is not possible to respond to every application. Therefore, only short-listed candidates will be contacted for this particular role and if you haven't heard from us within 7 days please assume you have been unsuccessful on this occasion. Please feel free however to apply for further roles and we will certainly keep your details on file and contact you with suitable vacancies. YourRecruit Ltd does not discriminate on the grounds of age, race, gender or disability and complies with all relevant UK legislation. To stay safe in your job search we recommend that you visit JobsAware, a non-profit, joint industry and law enforcement organisation working to combat job scams. Visit the JobsAware website for information on common scams and to get free, expert advice for a safer job search.
Jun 12, 2026
Contractor
Sales Support Administrator 6 Month Fixed Term Contract Are you highly organised, proactive, and confident in a fast-paced administrative role? Our client, a well-established and fast-growing technology-led organisation in the energy sector, is looking for an experienced Sales Support Administrator to join their team on a 6-month Fixed Term Contract . With over 40 years in business, 3,500+ customers, and more than 300 employees, this company continues to lead the market in energy data and services. This role will be based at their Horley office, with a hybrid working model. Salary: £24,000 Location: Horley (Hybrid 3 days office / 2 days remote) Contract: 6-month FTC Hours: Monday to Friday, 9am 5pm (35 hours per week) Travel: Occasional travel to other offices (Blackpool/Bristol approx. 6 times per year) Benefits Include: Company pension scheme Holiday entitlement starting at 20 days (rising to 25 with service) Holiday EXTRA option to purchase up to 5 extra days Simply Health scheme Season ticket loans Employee Assistance Programme (legal, health, counselling) Company social events Summer BBQ, festive celebrations Discretionary bonus awards The Role: The Sales Support Administrator will be responsible for delivering high-quality administrative support to the sales function, ensuring sales enquiries are effectively managed and progressed from initial enquiry through to order completion. The role involves maintaining and enhancing internal processes, supporting customer satisfaction objectives, monitoring key performance indicators and ensuring all customer information and sales activity are accurately recorded and maintained within the customer relationship management (CRM) system. The successful candidate will play a key role in supporting efficient sales operations and fostering strong customer relationships. Key Responsibilities: Manage and respond to multiple shared inboxes. Qualify and direct incoming telephone and email enquiries. Accurately input and process orders in the CRM, billing, and management systems. Generate and manage maintenance agreements and contract variations. Respond to and process orders and queries within SLA timeframes. Maintain and update customer data, contracts, and system information. Identify and resolve or escalate order data discrepancies. Create and manage reporting in Excel (portfolios, stats, etc.). Maintain sales documentation and ensure materials are up to date. Organise and attend weekly/monthly internal sales meetings, with occasional external travel. Deliver accurate, professional support to both customers and internal teams. About You: Proven administrative experience in a fast-paced environment. Excellent organisation and attention to detail. Strong written and verbal communication skills. Proficient in Microsoft Excel, Word, and Outlook. Able to prioritise effectively and handle multiple tasks. Customer-focused and team-oriented with a professional approach. Confident and calm under pressure. Analytical thinker and effective problem solver. For your information: Interested? Please send your CV in as a Word format only Please only apply if you are already eligible to work in the UK (indefinitely & without sponsorship) Not for you but you know someone suitable? Take advantage of the YourRecruit paid referral fee Due to the large numbers of responses we receive, despite our best efforts it is not possible to respond to every application. Therefore, only short-listed candidates will be contacted for this particular role and if you haven't heard from us within 7 days please assume you have been unsuccessful on this occasion. Please feel free however to apply for further roles and we will certainly keep your details on file and contact you with suitable vacancies. YourRecruit Ltd does not discriminate on the grounds of age, race, gender or disability and complies with all relevant UK legislation. To stay safe in your job search we recommend that you visit JobsAware, a non-profit, joint industry and law enforcement organisation working to combat job scams. Visit the JobsAware website for information on common scams and to get free, expert advice for a safer job search.
Adecco
Contracts Administrator
Adecco Crewe, Cheshire
Crewe (Office-Based) 30,000 per annum Monday - Friday Overview We are seeking a highly organised and detail-focused Contracts Administrator to support the Contracts Manager in the preparation, administration, and tracking of documentation. This is a key role within the business, ensuring all contracts are accurate, compliant and managed efficiently throughout their lifecycle. This opportunity would suit someone who thrives on precision, enjoys working with structured processes, and takes pride in producing high-quality documentation. Key Responsibilities Support the full contract lifecycle from initiation through to completion, including amendments and renewals Prepare, review and track contractual documents, ensuring accuracy and compliance at all times Maintain robust contract trackers and ensure all documentation is audit-ready Maintain and update CRM systems, including tracking opportunities through the sales pipeline Prepare and manage confidentiality agreements Ensure all contract documentation complies with legal requirements, internal policies, and industry regulations Maintain structured electronic filing systems for efficient document retrieval Liaise with internal stakeholders to gather and validate required information Support continuous improvements to templates, systems, and processes We are looking for someone with exceptional attention to detail - this is essential to success in this role. You will also have: Experience in a contracts and have excellent Administration skills Strong document management and organisational skills Advanced proficiency in Microsoft Word and Excel Experience using CRM systems and PDF editing tools The ability to manage multiple deadlines and priorities simultaneously Excellent communication and stakeholder management skills Strong document formatting and preparation experience Excellent Benefits Package Including 25 days holiday plus bank holidays (with a Christmas shutdown), a generous 10% employer pension contribution and access to private medical cover and a discretionary bonus 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.
Jun 12, 2026
Full time
Crewe (Office-Based) 30,000 per annum Monday - Friday Overview We are seeking a highly organised and detail-focused Contracts Administrator to support the Contracts Manager in the preparation, administration, and tracking of documentation. This is a key role within the business, ensuring all contracts are accurate, compliant and managed efficiently throughout their lifecycle. This opportunity would suit someone who thrives on precision, enjoys working with structured processes, and takes pride in producing high-quality documentation. Key Responsibilities Support the full contract lifecycle from initiation through to completion, including amendments and renewals Prepare, review and track contractual documents, ensuring accuracy and compliance at all times Maintain robust contract trackers and ensure all documentation is audit-ready Maintain and update CRM systems, including tracking opportunities through the sales pipeline Prepare and manage confidentiality agreements Ensure all contract documentation complies with legal requirements, internal policies, and industry regulations Maintain structured electronic filing systems for efficient document retrieval Liaise with internal stakeholders to gather and validate required information Support continuous improvements to templates, systems, and processes We are looking for someone with exceptional attention to detail - this is essential to success in this role. You will also have: Experience in a contracts and have excellent Administration skills Strong document management and organisational skills Advanced proficiency in Microsoft Word and Excel Experience using CRM systems and PDF editing tools The ability to manage multiple deadlines and priorities simultaneously Excellent communication and stakeholder management skills Strong document formatting and preparation experience Excellent Benefits Package Including 25 days holiday plus bank holidays (with a Christmas shutdown), a generous 10% employer pension contribution and access to private medical cover and a discretionary bonus 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.
Aldwych Consulting
Administrator
Aldwych Consulting Watford, Hertfordshire
Job Title: Administrator Location: Watford, London Hourly Rate: 16- 20 per hour Job Type: Full-time, Temporary contract, On-site About the Role We are seeking a highly organised and detail-oriented Administrator with strong Excel skills to join a busy operational team supporting secure projects within a regulated environment. The successful candidate will ideally already hold active SC Clearance and must have a valid DBS check. This role requires excellent administrative capability, confidence handling sensitive information, and the ability to manage data accurately across multiple systems. Key Responsibilities Provide day-to-day administrative support to operational teams Maintain and update records, spreadsheets, and databases accurately Produce reports, trackers, and data analysis using Microsoft Excel Coordinate meetings, schedules, and internal communications Process documentation in line with compliance and security procedures Handle confidential information in accordance with GDPR and company policies Support onboarding, audits, and document control activities Liaise with internal stakeholders and external partners professionally Essential Requirements Active SC Clearance (ideally) Current DBS Check (mandatory) Strong Microsoft Excel skills including: Pivot Tables VLOOKUP/XLOOKUP Data formatting and reporting Previous administration or office support experience Excellent attention to detail and organisational skills Strong written and verbal communication Ability to work independently and manage multiple priorities Desirable Skills Experience working within government, defence, public sector, or secure environments Knowledge of compliance or regulated processes Experience using CRM or document management systems Benefits Competitive salary Hybrid working options Pension scheme Training and development opportunities Supportive team environment Apply Now If you are an experienced Administrator with strong Excel skills, active SC Clearance, and a valid DBS check, apply with your CV ASAP! If you'd like to hear more about this opportunity you can reach me on (phone number removed) Aldwych Consulting 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 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 12, 2026
Seasonal
Job Title: Administrator Location: Watford, London Hourly Rate: 16- 20 per hour Job Type: Full-time, Temporary contract, On-site About the Role We are seeking a highly organised and detail-oriented Administrator with strong Excel skills to join a busy operational team supporting secure projects within a regulated environment. The successful candidate will ideally already hold active SC Clearance and must have a valid DBS check. This role requires excellent administrative capability, confidence handling sensitive information, and the ability to manage data accurately across multiple systems. Key Responsibilities Provide day-to-day administrative support to operational teams Maintain and update records, spreadsheets, and databases accurately Produce reports, trackers, and data analysis using Microsoft Excel Coordinate meetings, schedules, and internal communications Process documentation in line with compliance and security procedures Handle confidential information in accordance with GDPR and company policies Support onboarding, audits, and document control activities Liaise with internal stakeholders and external partners professionally Essential Requirements Active SC Clearance (ideally) Current DBS Check (mandatory) Strong Microsoft Excel skills including: Pivot Tables VLOOKUP/XLOOKUP Data formatting and reporting Previous administration or office support experience Excellent attention to detail and organisational skills Strong written and verbal communication Ability to work independently and manage multiple priorities Desirable Skills Experience working within government, defence, public sector, or secure environments Knowledge of compliance or regulated processes Experience using CRM or document management systems Benefits Competitive salary Hybrid working options Pension scheme Training and development opportunities Supportive team environment Apply Now If you are an experienced Administrator with strong Excel skills, active SC Clearance, and a valid DBS check, apply with your CV ASAP! If you'd like to hear more about this opportunity you can reach me on (phone number removed) Aldwych Consulting 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 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.
Pertemps Basingstoke
Customer Service Administrator
Pertemps Basingstoke Basingstoke, Hampshire
Helpdesk Administrator Pertemps are currently recruiting for numerous Helpdesk Administrators to join a leading Logistics company in their Head office based in Chineham, Basingstoke. This is a temporary ongoing position.we have a number of shifts available: Full Time: Tuesday-Saturday 06:00-14:30 Sunday - Thursday 13:30-22:00 Part Time: Friday-Monday 13:30-21:00 Responsibilities as a Helpdesk Administrator: Answering telephone calls and emails Logging queries on the companies CRM system Dealing with any live issues and investigating discrepancies Completing KPI trackers and performance reports Collate information and update business system Chase internal teams to find query resolutions Building and maintaining solid relationships with depots and customers Requirements for this position: Previous experience in a customer facing role Confident speaking over the phone Analytical working approach Experience and knowledge of Microsoft packages The Role: £12.71 per hour Temp to permanent position If you are interested in this Helpdesk Administrator position, please apply below with an up-to-date CV or give Jemma a call at the Pertemps Basingstoke branch
Jun 12, 2026
Seasonal
Helpdesk Administrator Pertemps are currently recruiting for numerous Helpdesk Administrators to join a leading Logistics company in their Head office based in Chineham, Basingstoke. This is a temporary ongoing position.we have a number of shifts available: Full Time: Tuesday-Saturday 06:00-14:30 Sunday - Thursday 13:30-22:00 Part Time: Friday-Monday 13:30-21:00 Responsibilities as a Helpdesk Administrator: Answering telephone calls and emails Logging queries on the companies CRM system Dealing with any live issues and investigating discrepancies Completing KPI trackers and performance reports Collate information and update business system Chase internal teams to find query resolutions Building and maintaining solid relationships with depots and customers Requirements for this position: Previous experience in a customer facing role Confident speaking over the phone Analytical working approach Experience and knowledge of Microsoft packages The Role: £12.71 per hour Temp to permanent position If you are interested in this Helpdesk Administrator position, please apply below with an up-to-date CV or give Jemma a call at the Pertemps Basingstoke branch
Tate
Administrator
Tate Colden Common, Hampshire
Part-Time Administrator (Temporary) Winchester 13.40/ 13.60 per hour We're currently seeking an experienced Administrator to join a friendly and fast-paced team based in the heart of Winchester. This is a part-time temporary opportunity, initially for 4 months, with a strong possibility of extension. You'll be working 22.5 hours per week across 4 days, with occasional additional hours available to help cover team holidays, perfect for someone who enjoys flexibility within a supportive environment. What you'll be doing: Providing day-to-day administrative support across the team Printing, preparing, and running reports Setting up and amending direct debits Raising purchase orders and preparing invoices Monitoring and replenishing stationery stock Managing and working confidently with data Using CRM systems and MS Office daily Handling incoming post, including scanning, indexing, and distribution Supporting with general enquiries and admin tasks What we're looking for: A confident and professional communicator Previous administration experience in a busy environment Strong multitasking skills with great attention to detail Confidence in liaising with clients and internal teams Excellent organisation and prioritisation abilities This role is available for an immediate start and offers a fantastic opportunity to join a welcoming team in a central location. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Jun 11, 2026
Full time
Part-Time Administrator (Temporary) Winchester 13.40/ 13.60 per hour We're currently seeking an experienced Administrator to join a friendly and fast-paced team based in the heart of Winchester. This is a part-time temporary opportunity, initially for 4 months, with a strong possibility of extension. You'll be working 22.5 hours per week across 4 days, with occasional additional hours available to help cover team holidays, perfect for someone who enjoys flexibility within a supportive environment. What you'll be doing: Providing day-to-day administrative support across the team Printing, preparing, and running reports Setting up and amending direct debits Raising purchase orders and preparing invoices Monitoring and replenishing stationery stock Managing and working confidently with data Using CRM systems and MS Office daily Handling incoming post, including scanning, indexing, and distribution Supporting with general enquiries and admin tasks What we're looking for: A confident and professional communicator Previous administration experience in a busy environment Strong multitasking skills with great attention to detail Confidence in liaising with clients and internal teams Excellent organisation and prioritisation abilities This role is available for an immediate start and offers a fantastic opportunity to join a welcoming team in a central location. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
FINCROFT
Salesforce Developer
FINCROFT City, Cardiff
Salesforce Developer Cardiff (1 day per week onsite) Hybrid Competitive Salary of up to £65k + Bonus and comprehensive benefits package. We are recruiting for a Salesforce Developer to join a growing technology team delivering enhancements and ongoing development across a Salesforce platform. This is a fantastic opportunity for someone with 1-2+ years of Salesforce experience who enjoys working closely with stakeholders to build scalable solutions and improve business processes. Key Skills & Experience: Salesforce development and configuration experience Strong knowledge of Flows, Validation Rules and platform automation Understanding of Salesforce security models, data structures and reporting Experience with Reports & Dashboards Exposure to Apex, Lightning Web Components (LWC) and integrations is desirable Experience working in an Agile environment Strong communication and problem-solving skills Desirable: Financial services sector experience What's on Offer? Hybrid working (1 day per week in Cardiff) Opportunity to work on a business critical Salesforce platform Supportive team environment with ongoing development opportunities. If you're a Salesforce Developer looking for your next challenge, apply today for immediate consideration. Salesforce / Developer / Administrator /CRM / Apex / Lightning / Cloud / FS / Financial Services / Omni / South West / Bristol / Cardiff / Newport / Gloucester / Cheltenham / Swindon / Cirencester / Hereford / Permanent / Hybrid / £50 65k
Jun 11, 2026
Full time
Salesforce Developer Cardiff (1 day per week onsite) Hybrid Competitive Salary of up to £65k + Bonus and comprehensive benefits package. We are recruiting for a Salesforce Developer to join a growing technology team delivering enhancements and ongoing development across a Salesforce platform. This is a fantastic opportunity for someone with 1-2+ years of Salesforce experience who enjoys working closely with stakeholders to build scalable solutions and improve business processes. Key Skills & Experience: Salesforce development and configuration experience Strong knowledge of Flows, Validation Rules and platform automation Understanding of Salesforce security models, data structures and reporting Experience with Reports & Dashboards Exposure to Apex, Lightning Web Components (LWC) and integrations is desirable Experience working in an Agile environment Strong communication and problem-solving skills Desirable: Financial services sector experience What's on Offer? Hybrid working (1 day per week in Cardiff) Opportunity to work on a business critical Salesforce platform Supportive team environment with ongoing development opportunities. If you're a Salesforce Developer looking for your next challenge, apply today for immediate consideration. Salesforce / Developer / Administrator /CRM / Apex / Lightning / Cloud / FS / Financial Services / Omni / South West / Bristol / Cardiff / Newport / Gloucester / Cheltenham / Swindon / Cirencester / Hereford / Permanent / Hybrid / £50 65k
2i Recruit Ltd
Administrator
2i Recruit Ltd Cranleigh, Surrey
Our client is seeking a highly organised and customer-focused Administrator to join their successful and growing team. This is a fantastic opportunity for an experienced administrator who enjoys delivering exceptional customer service, coordinating multiple tasks, and building strong relationships with clients and stakeholders. Working within a busy and professional environment, you will play a key role in ensuring the smooth day-to-day running of operations while providing outstanding support to both customers and colleagues. If you're an experienced administrator with a passion for customer service and enjoy building strong relationships, this could be the perfect next step in your career. Key Responsibilities: Acting as a primary point of contact for clients Delivering exceptional customer service and responding promptly to enquiries via telephone, email, and in person Coordinating service requests and liaising with external suppliers to ensure tasks are completed efficiently Managing diaries, appointments, meetings, and schedules Supporting administrative processes and maintaining accurate documentation Maintaining accurate records and updating internal systems Assisting with compliance administration and ensuring documentation is up to date Monitoring and following up on ongoing matters to ensure excellent customer satisfaction Supporting the wider team with day-to-day administrative duties Building strong and lasting relationships with clients, suppliers, and stakeholders Ensuring all parties are regularly updated and informed throughout ongoing projects and activities Experience and Skills Requirements Previous experience within administration, customer service, office support, or a similar role Exceptional customer service skills with a genuine passion for helping people Strong administrative and organisational abilities with excellent attention to detail Professional communication skills, both written and verbal Experience dealing with multiple stakeholders and managing competing priorities Confident IT skills, including Microsoft Office and CRM systems A proactive and solutions-focused approach to work Professional, polished, and personable manner Ability to work independently and as part of a collaborative team Experience supporting clients or working within a professional services environment would be advantageous Full UK driving licence would be beneficial If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Jun 11, 2026
Full time
Our client is seeking a highly organised and customer-focused Administrator to join their successful and growing team. This is a fantastic opportunity for an experienced administrator who enjoys delivering exceptional customer service, coordinating multiple tasks, and building strong relationships with clients and stakeholders. Working within a busy and professional environment, you will play a key role in ensuring the smooth day-to-day running of operations while providing outstanding support to both customers and colleagues. If you're an experienced administrator with a passion for customer service and enjoy building strong relationships, this could be the perfect next step in your career. Key Responsibilities: Acting as a primary point of contact for clients Delivering exceptional customer service and responding promptly to enquiries via telephone, email, and in person Coordinating service requests and liaising with external suppliers to ensure tasks are completed efficiently Managing diaries, appointments, meetings, and schedules Supporting administrative processes and maintaining accurate documentation Maintaining accurate records and updating internal systems Assisting with compliance administration and ensuring documentation is up to date Monitoring and following up on ongoing matters to ensure excellent customer satisfaction Supporting the wider team with day-to-day administrative duties Building strong and lasting relationships with clients, suppliers, and stakeholders Ensuring all parties are regularly updated and informed throughout ongoing projects and activities Experience and Skills Requirements Previous experience within administration, customer service, office support, or a similar role Exceptional customer service skills with a genuine passion for helping people Strong administrative and organisational abilities with excellent attention to detail Professional communication skills, both written and verbal Experience dealing with multiple stakeholders and managing competing priorities Confident IT skills, including Microsoft Office and CRM systems A proactive and solutions-focused approach to work Professional, polished, and personable manner Ability to work independently and as part of a collaborative team Experience supporting clients or working within a professional services environment would be advantageous Full UK driving licence would be beneficial If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Office Angels
IFA Administrator
Office Angels Colchester, Essex
IFA Administrator Location: Colchester, Essex Salary: £30,000 - £33,500 (Dependent on experience) Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas Death in Service policy Income Protection Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 11, 2026
Full time
IFA Administrator Location: Colchester, Essex Salary: £30,000 - £33,500 (Dependent on experience) Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas Death in Service policy Income Protection Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Shero Talent Consultancy
Mortgage Admin
Shero Talent Consultancy
Job Overview We are seeking an organised, professional, and customer-focused Mortgage Administrator to support a busy team of Mortgage and Protection Advisers. The successful candidate will play a vital role in managing mortgage applications from initial enquiry through to completion, ensuring clients receive a seamless and efficient service throughout their property finance journey. This role requires excellent attention to detail, strong communication skills, and the ability to manage multiple cases simultaneously. Key Responsibilities Supporting Mortgage Advisers with the administration of residential, remortgage, buy-to-let, and specialist lending applications Managing mortgage cases from application through to offer and completion Liaising with clients, lenders, solicitors, estate agents, and other third parties to progress applications Obtaining and reviewing client documentation, ensuring all compliance requirements are met Maintaining accurate client records and updating internal CRM systems Chasing outstanding documents and information from clients and third parties Monitoring application progress and proactively resolving delays Preparing suitability and application documentation for advisers Managing adviser diaries and scheduling client appointments Handling incoming telephone calls, emails, and client enquiries professionally Assisting with mortgage reviews, product transfers, and remortgage opportunities Ensuring all work is completed in accordance with FCA regulations and company procedures Requirements Previous experience in mortgage administration, financial services administration, or a similar role Strong understanding of the mortgage application process Excellent organisational and time management skills High level of accuracy and attention to detail Professional communication and customer service skills Ability to work effectively in a fast-paced environment Competent in Microsoft Office and CRM systems Experience working with lenders, solicitors, and property professionals is advantageous Personal Attributes Client-focused approach Strong problem-solving skills Proactive and self-motivated Ability to manage multiple deadlines and priorities Professional and confidential in handling sensitive information Positive attitude and willingness to support the wider team
Jun 11, 2026
Full time
Job Overview We are seeking an organised, professional, and customer-focused Mortgage Administrator to support a busy team of Mortgage and Protection Advisers. The successful candidate will play a vital role in managing mortgage applications from initial enquiry through to completion, ensuring clients receive a seamless and efficient service throughout their property finance journey. This role requires excellent attention to detail, strong communication skills, and the ability to manage multiple cases simultaneously. Key Responsibilities Supporting Mortgage Advisers with the administration of residential, remortgage, buy-to-let, and specialist lending applications Managing mortgage cases from application through to offer and completion Liaising with clients, lenders, solicitors, estate agents, and other third parties to progress applications Obtaining and reviewing client documentation, ensuring all compliance requirements are met Maintaining accurate client records and updating internal CRM systems Chasing outstanding documents and information from clients and third parties Monitoring application progress and proactively resolving delays Preparing suitability and application documentation for advisers Managing adviser diaries and scheduling client appointments Handling incoming telephone calls, emails, and client enquiries professionally Assisting with mortgage reviews, product transfers, and remortgage opportunities Ensuring all work is completed in accordance with FCA regulations and company procedures Requirements Previous experience in mortgage administration, financial services administration, or a similar role Strong understanding of the mortgage application process Excellent organisational and time management skills High level of accuracy and attention to detail Professional communication and customer service skills Ability to work effectively in a fast-paced environment Competent in Microsoft Office and CRM systems Experience working with lenders, solicitors, and property professionals is advantageous Personal Attributes Client-focused approach Strong problem-solving skills Proactive and self-motivated Ability to manage multiple deadlines and priorities Professional and confidential in handling sensitive information Positive attitude and willingness to support the wider team
Clearwater People Solutions
Sales Support Administrator
Clearwater People Solutions Horley, Surrey
Our client is currently recruiting for a Sales Support Administrator to join their team on a 6 month Fixed Term basis. The Sales Support Administrator will provide excellent standard of sales administrative support, effectively maintain, and improve procedures to track and progress sales enquiries from initial contract to order. This will be a hybrid based role, 3 days onsite in the office in Horley, 2 days remote. Key Responsibilities & Accountabilities for the Sales Support Administrator Provide proactive assistance and support to the sales team. Manage team inboxes. Qualify telephone and email enquiries, directing accordingly. Accurately capture and process all orders into the customer management system (CRM), managing data imported and ensuring it is of high standards. Create and processes maintenance agreements. Adhere to all commercial level agreements, processing and responding to orders and queries within defined SLA's. Process contracts and variations to contracts, ensuring processing is comprehensive and of high standards. Create new, and manage existing, and monitor portfolio and statistic reports within Microsoft Excel. Maintain up to data and accurate query records Key Technical Skills & Knowledge for the Sales Support Administrator Highly accurate data inputting skills. Sales administration experience gained within a technical environment. Strong problem-solving and analytical abilities Keep up to date with advances in business area, new methods and ways of working. Strong administrative and organisational skills. Intermediate knowledge of Excel, Word and Outlook Confident and accurate use of departmental computer systems/databases. Please apply as directed!
Jun 11, 2026
Seasonal
Our client is currently recruiting for a Sales Support Administrator to join their team on a 6 month Fixed Term basis. The Sales Support Administrator will provide excellent standard of sales administrative support, effectively maintain, and improve procedures to track and progress sales enquiries from initial contract to order. This will be a hybrid based role, 3 days onsite in the office in Horley, 2 days remote. Key Responsibilities & Accountabilities for the Sales Support Administrator Provide proactive assistance and support to the sales team. Manage team inboxes. Qualify telephone and email enquiries, directing accordingly. Accurately capture and process all orders into the customer management system (CRM), managing data imported and ensuring it is of high standards. Create and processes maintenance agreements. Adhere to all commercial level agreements, processing and responding to orders and queries within defined SLA's. Process contracts and variations to contracts, ensuring processing is comprehensive and of high standards. Create new, and manage existing, and monitor portfolio and statistic reports within Microsoft Excel. Maintain up to data and accurate query records Key Technical Skills & Knowledge for the Sales Support Administrator Highly accurate data inputting skills. Sales administration experience gained within a technical environment. Strong problem-solving and analytical abilities Keep up to date with advances in business area, new methods and ways of working. Strong administrative and organisational skills. Intermediate knowledge of Excel, Word and Outlook Confident and accurate use of departmental computer systems/databases. Please apply as directed!
Commercial Recruitment
Insurance Customer Service Administratoroce
Commercial Recruitment Longthorpe, Cambridgeshire
Insurance Customer Service Location : Peterborough Salary : 25500 Essential : Must have insurance experience to apply Insurance Customer Service Administrator We are seeking a highly organised and professional Customer Service Administrator to join our clients team. This role involves providing exceptional customer support, managing administrative tasks, and ensuring smooth communication between clients and internal departments. The successful candidate will utilise their strong organisational skills and IT proficiency to contribute to the efficient operation of our customer service functions. Responsibilities Handle customer enquiries via phone, email, and other communication channels with professionalism and courtesy, including provision of guidance relating to the customer treatment pathway Maintain accurate records of customer interactions using CRM software and other relevant systems Reviewing notes and reports of ongoing claims and liaison with the Claims Team Coordinate with internal teams to ensure timely resolution of customer issues and follow-up actions Execute the Scanning function to transition the business from manual to electronic records Provide guidance to clients regarding claims procedures and policy coverage Ensure compliance with organisational policies, procedures, and regulatory requirements Managing your own workflow in a timely manner Take required actions to resolve potential and existing complaints, discussing any complaints or claims that may become contentious with the Customer Service Manager Undertake Financial Conduct Authority (FCA) Training as required and keep yourself up to date with any relevant regulation changes Experience Proven experience in a telephone-based insurance customer service role is essential Strong computer literacy, including proficiency in Microsoft Office Suite (Word, Excel, Outlook) Ability to manage time efficiently whilst handling multiple responsibilities simultaneously
Jun 11, 2026
Full time
Insurance Customer Service Location : Peterborough Salary : 25500 Essential : Must have insurance experience to apply Insurance Customer Service Administrator We are seeking a highly organised and professional Customer Service Administrator to join our clients team. This role involves providing exceptional customer support, managing administrative tasks, and ensuring smooth communication between clients and internal departments. The successful candidate will utilise their strong organisational skills and IT proficiency to contribute to the efficient operation of our customer service functions. Responsibilities Handle customer enquiries via phone, email, and other communication channels with professionalism and courtesy, including provision of guidance relating to the customer treatment pathway Maintain accurate records of customer interactions using CRM software and other relevant systems Reviewing notes and reports of ongoing claims and liaison with the Claims Team Coordinate with internal teams to ensure timely resolution of customer issues and follow-up actions Execute the Scanning function to transition the business from manual to electronic records Provide guidance to clients regarding claims procedures and policy coverage Ensure compliance with organisational policies, procedures, and regulatory requirements Managing your own workflow in a timely manner Take required actions to resolve potential and existing complaints, discussing any complaints or claims that may become contentious with the Customer Service Manager Undertake Financial Conduct Authority (FCA) Training as required and keep yourself up to date with any relevant regulation changes Experience Proven experience in a telephone-based insurance customer service role is essential Strong computer literacy, including proficiency in Microsoft Office Suite (Word, Excel, Outlook) Ability to manage time efficiently whilst handling multiple responsibilities simultaneously
Attega Group Ltd
Operations Administrator Scheduler
Attega Group Ltd
Operations Administrator £28,000 depending upon experience (Increasing to £30,000 after a successful 3 month probation) Stockport Full Time, Permanent, Monday to Friday 40 hour week Have you got previous experience in scheduling engineers in a busy environment? Do you work well under pressure and can manage multiple tasks at once? We are currently recruiting an Operations Administrator Scheduler to join the team within our PPM department. The main purpose of this role is to support the team with scheduling jobs for the Survey teams to carry out drainage inspections, as well as ensuring the planning is organised and structured for the business. In return, we are offering a salary of up to £28,000 P/A, depending on experience, plus (Progression available, training provided and joining a fast growing business) This is a full-time, permanent. The hours of work will be Monday - Friday 08:000 - 17:00 (40 hour working week). Reporting to the PPM Delivery Manager, your responsibilities will include: Monitoring of engineers activity via CRM Support the PPM team with their workload as well as your own. Add portal updates and client request Schedule jobs for the PPM team to carry out Drainage works support the wider team to ensure planning routes and jobs are stuck within their SLA's. The ideal candidate: Must have previous experience scheduling engineers Must have resilience in their day to day work load Must be able to work well under pressure Previous experience within a mechanical or electrical company Excellent verbal and written communication Must be organised If you are interested and would like more information, please get in touch with Hannah Hughes in the Attega offices today!
Jun 11, 2026
Full time
Operations Administrator £28,000 depending upon experience (Increasing to £30,000 after a successful 3 month probation) Stockport Full Time, Permanent, Monday to Friday 40 hour week Have you got previous experience in scheduling engineers in a busy environment? Do you work well under pressure and can manage multiple tasks at once? We are currently recruiting an Operations Administrator Scheduler to join the team within our PPM department. The main purpose of this role is to support the team with scheduling jobs for the Survey teams to carry out drainage inspections, as well as ensuring the planning is organised and structured for the business. In return, we are offering a salary of up to £28,000 P/A, depending on experience, plus (Progression available, training provided and joining a fast growing business) This is a full-time, permanent. The hours of work will be Monday - Friday 08:000 - 17:00 (40 hour working week). Reporting to the PPM Delivery Manager, your responsibilities will include: Monitoring of engineers activity via CRM Support the PPM team with their workload as well as your own. Add portal updates and client request Schedule jobs for the PPM team to carry out Drainage works support the wider team to ensure planning routes and jobs are stuck within their SLA's. The ideal candidate: Must have previous experience scheduling engineers Must have resilience in their day to day work load Must be able to work well under pressure Previous experience within a mechanical or electrical company Excellent verbal and written communication Must be organised If you are interested and would like more information, please get in touch with Hannah Hughes in the Attega offices today!
Attega Group Ltd
Operations Administrator
Attega Group Ltd Northfleet, Kent
Operations Administrator £28,000 - £29,000 Gravesend Full Time Permanent Monday to Friday Do you have admin experience with scheduling experience? Do you have experience producing quotations and processing customer orders? Attega Group is currently partnering exclusively with our client in recruiting an Operations Administrator to join the team. The main purpose of this role is to act as a key account administrator and the point of contact within the operations team, maintaining professional communications with internal staff and external customers. In return, our client is offering a salary of up to £29,000 P/A, depending on experience. This is a full-time, permanent role. The hours of work will be Monday Friday 08 00. Reporting to the Hiring Manager your responsibilities will include: Act as a key account administrator and the point of contact within the operations team, maintaining professional communications with internal staff and external customers Producing quotations and distributing to customers via emails or online portals Processing orders in a timely manner and assist with the scheduling of jobs for engineers, ensuring that visits, job details and paperwork are deployed. Preparation and distribution of RAMS and permits to work Process enquiries through to completion of the work on the CRM and job management systems (Aeromark and Pipedrive) Deal with all administration tasks to ensure that the department runs smoothly, including processing workflow requirements, responding to calls and emails in a timely manner and minute taking as required. Take responsibility for actioning call outs received and handling them as appropriate. The ideal candidate: Experience of working in an administrator role in a similar or comparable setting. Excellent communication skills; including written, oral and listening skills with evidence of high-level computer skills. High level of attention to detail and accuracy in all areas of work. Experience of using electronic systems and software including Microsoft Office and those with specific relevance to the business. Ability to manage workload and remain calm under pressure. For more information on our Operations Administrator role, please contact Liz Morgan is in the Attega Group offices today!
Jun 11, 2026
Full time
Operations Administrator £28,000 - £29,000 Gravesend Full Time Permanent Monday to Friday Do you have admin experience with scheduling experience? Do you have experience producing quotations and processing customer orders? Attega Group is currently partnering exclusively with our client in recruiting an Operations Administrator to join the team. The main purpose of this role is to act as a key account administrator and the point of contact within the operations team, maintaining professional communications with internal staff and external customers. In return, our client is offering a salary of up to £29,000 P/A, depending on experience. This is a full-time, permanent role. The hours of work will be Monday Friday 08 00. Reporting to the Hiring Manager your responsibilities will include: Act as a key account administrator and the point of contact within the operations team, maintaining professional communications with internal staff and external customers Producing quotations and distributing to customers via emails or online portals Processing orders in a timely manner and assist with the scheduling of jobs for engineers, ensuring that visits, job details and paperwork are deployed. Preparation and distribution of RAMS and permits to work Process enquiries through to completion of the work on the CRM and job management systems (Aeromark and Pipedrive) Deal with all administration tasks to ensure that the department runs smoothly, including processing workflow requirements, responding to calls and emails in a timely manner and minute taking as required. Take responsibility for actioning call outs received and handling them as appropriate. The ideal candidate: Experience of working in an administrator role in a similar or comparable setting. Excellent communication skills; including written, oral and listening skills with evidence of high-level computer skills. High level of attention to detail and accuracy in all areas of work. Experience of using electronic systems and software including Microsoft Office and those with specific relevance to the business. Ability to manage workload and remain calm under pressure. For more information on our Operations Administrator role, please contact Liz Morgan is in the Attega Group offices today!
Retirement Security
Business Administrator
Retirement Security
Job summary At Retirement Security we offer affordable homes within a happy and secure environment carefully designed for ease of access, in which our residents (Owners) enjoy their retirement and thrive in an active supportive community. We are seeking a highly organised and proactive Business Administrator to join our team. Responsibilities Providing Company Secretarial and administration support. Handling sales enquiries via phone and email. Ensuring CRM is keep up to date with accurate information. Supporting the Sales and Marketing Executive with putting properties on the market and ad hoc tasks. Management of social media. Estates administration, including application for alterations and insurance queries. Management of shared inboxes. Managing incoming calls. Maintaining good relationships with internal and external stakeholders. What we are looking for 2 years of experience in Business Administration or related roles. Business Administration qualification is desirable. GCSEs in Maths and English. High level of customer service skills and the ability to build and maintain key relationships. Excellent verbal and written communication skills. Good attention to details and confident in using Microsoft packages. Excellent organisational and time management skills. Benefits: Company pension On-site parking
Jun 11, 2026
Full time
Job summary At Retirement Security we offer affordable homes within a happy and secure environment carefully designed for ease of access, in which our residents (Owners) enjoy their retirement and thrive in an active supportive community. We are seeking a highly organised and proactive Business Administrator to join our team. Responsibilities Providing Company Secretarial and administration support. Handling sales enquiries via phone and email. Ensuring CRM is keep up to date with accurate information. Supporting the Sales and Marketing Executive with putting properties on the market and ad hoc tasks. Management of social media. Estates administration, including application for alterations and insurance queries. Management of shared inboxes. Managing incoming calls. Maintaining good relationships with internal and external stakeholders. What we are looking for 2 years of experience in Business Administration or related roles. Business Administration qualification is desirable. GCSEs in Maths and English. High level of customer service skills and the ability to build and maintain key relationships. Excellent verbal and written communication skills. Good attention to details and confident in using Microsoft packages. Excellent organisational and time management skills. Benefits: Company pension On-site parking
Alexander Mae HR Ltd
Sales Administrator
Alexander Mae HR Ltd Bristol, Gloucestershire
Sales Administrator North Bristol / Filton Hybrid Working (3 days office based) £28,000 £32,000 + Excellent Benefits A fast-growing and expanding technology business based in North Bristol is seeking a Sales Administrator to join its busy and collaborative Sales Operations team. This is an excellent opportunity to join a fast-paced commercial environment supporting a large sales function within a growing business. The role would suit someone highly organised, proactive and confident managing multiple priorities and stakeholders. The Role The Sales Operations team plays a key role in supporting the wider sales organisation and ensuring revenue-generating activity is processed efficiently and accurately. Working within a fast-moving environment, responsibilities will include: Sales & Revenue Support Preparing and issuing quotes, sales orders, renewals and change requests Supporting sales teams to ensure deals progress smoothly and efficiently Ensuring compliance with pricing, approval and operational processes Identifying and resolving issues that may impact revenue recognition Workflow & Stakeholder Management Managing and prioritising incoming requests in line with SLA requirements Communicating effectively with internal stakeholders on progress and timelines Balancing urgent requests alongside ongoing operational priorities Cross-Functional Support Supporting Sales, Marketing, Client Management and Solutions teams Working closely with Finance and Project teams to ensure accurate handovers Assisting with billing reviews, invoicing and contract administration Partner & Vendor Coordination Building strong relationships with external partners and vendors Coordinating pricing, renewals, reporting and partner-related processes Systems, Data & Continuous Improvement Maintaining accurate records across CRM and operational systems Updating pricing documentation and sales collatera Supporting process improvements across the Sales Operations function The Person The successful candidate will have: Previous experience within sales support, sales administration or customer service Experience working in CCaaS/Contact Centre/SaaS environments is highly desirable Exposure to Sales Operations or Revenue operations would be advantageous Excellent administrative, organisational and prioritisation skills Strong communication skills with confidence working across multiple teams Advanced Microsoft Office skills, particularly Excel, Word and PowerPoint The ability to remain calm and organised within a fast-moving environment A proactive, solution-focused and commercially aware mindset Experience of AWS Marketplace, CPPO and Funding processes would be helpful Previous experience of using Government Framework Portals such as G-Cloud/NS3 would be useful Experience of working with Hubspot, Netsuite and Zendesk is beneficial Experience of using Power BI for MI reporting and report building would also be advantageous Experience within SaaS, technology or fast-paced commercial environments would be advantageous, alongside exposure to systems such as HubSpot, NetSuite or Zendesk. Benefits £28,000 £32,000 salary depending on experience Hybrid working (3 days office based) 25 days holiday + bank holidays Private healthcare Worldwide travel insurance Income protection scheme Life assurance (4x salary) Pension scheme Employee assistance programme EV and Cycle to Work schemes Employee discounts Free parking Hours: Monday to Friday, 8.30am 5.30pm
Jun 11, 2026
Full time
Sales Administrator North Bristol / Filton Hybrid Working (3 days office based) £28,000 £32,000 + Excellent Benefits A fast-growing and expanding technology business based in North Bristol is seeking a Sales Administrator to join its busy and collaborative Sales Operations team. This is an excellent opportunity to join a fast-paced commercial environment supporting a large sales function within a growing business. The role would suit someone highly organised, proactive and confident managing multiple priorities and stakeholders. The Role The Sales Operations team plays a key role in supporting the wider sales organisation and ensuring revenue-generating activity is processed efficiently and accurately. Working within a fast-moving environment, responsibilities will include: Sales & Revenue Support Preparing and issuing quotes, sales orders, renewals and change requests Supporting sales teams to ensure deals progress smoothly and efficiently Ensuring compliance with pricing, approval and operational processes Identifying and resolving issues that may impact revenue recognition Workflow & Stakeholder Management Managing and prioritising incoming requests in line with SLA requirements Communicating effectively with internal stakeholders on progress and timelines Balancing urgent requests alongside ongoing operational priorities Cross-Functional Support Supporting Sales, Marketing, Client Management and Solutions teams Working closely with Finance and Project teams to ensure accurate handovers Assisting with billing reviews, invoicing and contract administration Partner & Vendor Coordination Building strong relationships with external partners and vendors Coordinating pricing, renewals, reporting and partner-related processes Systems, Data & Continuous Improvement Maintaining accurate records across CRM and operational systems Updating pricing documentation and sales collatera Supporting process improvements across the Sales Operations function The Person The successful candidate will have: Previous experience within sales support, sales administration or customer service Experience working in CCaaS/Contact Centre/SaaS environments is highly desirable Exposure to Sales Operations or Revenue operations would be advantageous Excellent administrative, organisational and prioritisation skills Strong communication skills with confidence working across multiple teams Advanced Microsoft Office skills, particularly Excel, Word and PowerPoint The ability to remain calm and organised within a fast-moving environment A proactive, solution-focused and commercially aware mindset Experience of AWS Marketplace, CPPO and Funding processes would be helpful Previous experience of using Government Framework Portals such as G-Cloud/NS3 would be useful Experience of working with Hubspot, Netsuite and Zendesk is beneficial Experience of using Power BI for MI reporting and report building would also be advantageous Experience within SaaS, technology or fast-paced commercial environments would be advantageous, alongside exposure to systems such as HubSpot, NetSuite or Zendesk. Benefits £28,000 £32,000 salary depending on experience Hybrid working (3 days office based) 25 days holiday + bank holidays Private healthcare Worldwide travel insurance Income protection scheme Life assurance (4x salary) Pension scheme Employee assistance programme EV and Cycle to Work schemes Employee discounts Free parking Hours: Monday to Friday, 8.30am 5.30pm

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