390 jobs found

Senior Administrator We are looking for an experienced and highly organised Senior Administrator to join a professional and supportive financial services team. This role will involve supporting Financial Planners with diary management, client communications, case processing, and administrative duties while ensuring excellent client service and compliance standards are maintained throughout. Key Responsibilities Managing Adviser diaries and appointments Supporting client communications and meetings Processing new business submissions through to completion Preparing documentation, reports, and correspondence Maintaining accurate records and compliance standards Supporting and mentoring junior team members Skills & Experience Previous administration experience within financial services Excellent communication and organisational skills Strong attention to detail and numeracy skills Proficient in Microsoft Office, including Word and Excel Ability to manage multiple tasks and work independently Benefits Performance bonus scheme 25 days holiday plus Bank Holidays Health and wellbeing support Subsidised gym membership Team socials and company events Excellent opportunities for career development If you would like to find out more about this opportunity, please get in touch with Riley.

Job Title: Senior IFA Administrator Industry: Financial Services Location: Leeds Salary: £30,000 - £40,000 Hybrid: Flexibility Are you an experienced Senior IFA Administrator with a background in an Independent Financial Adviser (IFA) practice? Recruit UK are working on an excellent opportunity for a Senior IFA Administrator position in Leeds to join a leading forward thinking Independent Financial Advice firm. They are looking for an experienced Senior IFA Administrator who will provide high-quality administrative support to them, enabling the delivery of strong client outcomes. The Role: Processing new business (including investments, pensions, mortgages, and life policies) Handling client servicing requests (e.g., switches, rebalances, withdrawals) Managing policy enquiries and client correspondence Providing administrative support: handling calls, managing post, typing documents, and greeting clients As a Senior IFA Administrator you will help and collaborate effectively with your colleagues What's in it for you: Basic Salary up to £40,000 + Bonuses Excellent Benefits Hybrid + Flex working Friendly team Pension Generous Study/Training Program Study support towards Level 4 Diploma Skills and experience required: 3 years+ Financial Planning Administration experience Consider applicants who are currently IFA administrators and doing senior work Benefits: Health Insurance 25 days holidays + Bank holidays, (days in between Christmas) Pension Study support towards level 4 35hrs week Free car parking About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Independent Financial Advice firm based in Durham on an IFA Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Environmental Administrator Post Title: Environmental Administrator Pay: 18.30 Per Hour PAYE/ 24.66 Per Hour Umbrella Location: Millfields Hackney E5 on-site Length: 2 Months Responsible To: Senior Administrator 4 or 5 Days a week About the Role Are you highly organized, data-driven, and looking to make a visible impact in the community? We are seeking a proactive and flexible Environmental Administrator to join our team at the Millfields Depot. In this role, you will be the backbone of our operational management team within Environmental Operations. You will provide top-tier, customer-focused administrative support across a vital range of frontline services, including Refuse, Recycling, Street Cleansing, Estate Cleaning, and the Waste Transfer Station (WTS). This is a dynamic position that perfectly suits someone who has excellent attention to detail, thrives when working with data, and comfortably navigates modern, bespoke IT systems. Key Responsibilities As an Environmental Administrator, your daily duties will be varied and impactful, including: Operational & Data Support: Collecting, recording, and monitoring key service data. You will maintain performance systems, produce statistical and Key Performance Indicator (KPI) reports, and ensure daily operational paperwork is in the hands of our crews to keep services running smoothly. Customer & Stakeholder Liaison: Acting as an initial point of contact for the public and internal colleagues. You will process service requests, investigate complaints, identify trends to suggest service improvements, and communicate outcomes back to residents. Service Specific Admin: Utilizing dedicated databases and applications (such as Civica, CRM, Yotta/Alloy, and Fix My Streets) to administer services, track bin repairs/replacements, and maintain accurate tonnage data for the Waste Transfer Station. Team & Management Support: Drafting correspondence, managing generic inboxes, and arranging and minuting meetings while handling sensitive information discreetly. You will also assist workforce staff with basic IT requirements like system log-ins and hardware guidance. Financial Administration: Processing telephone payments, receiving cash, and issuing refunds in compliance with council procedures. About You To thrive in this role, you should bring a combination of the following skills, knowledge, and experience: Skills and Abilities: Self-Motivated & Organised: Ability to work unsupervised, manage your own workload, and meet changing deadlines in a fast-paced environment. Strong Communicator: Ability to confidently communicate with residents, stakeholders, and all tiers of management to build strong working relationships. Tech-Savvy: Comfortable adapting to new software, producing detailed spreadsheets, and guiding operational staff on IT devices. Problem Solver: A "can-do" attitude with the ability to use your own initiative, think laterally, and resolve contentious issues smoothly. Knowledge and Experience: Proven experience providing a full range of administrative support within a diverse and changing environment. Experience dealing with difficult customer inquiries or complaints. Proficiency in administrative filing systems and modern IT suites (such as Google Workspace: Gmail, Sheets, Slides, etc.). An understanding of the current issues facing public sector services is highly desirable. Commercial Services Trading Ltd is acting as an Employment Business in relation to this vacancy.

A highly respected and rapidly growing wealth management firm is seeking a Senior Client Administrator to join its expanding team. This is an exciting opportunity to join a business at a pivotal stage of growth, offering excellent long-term career prospects and a genuine commitment to developing talent from within. The firm has built a strong reputation for delivering high-quality financial planning services and prides itself on maintaining a collaborative, supportive and people-focused culture. The Opportunity Working closely with Financial Advisers, Paraplanners and fellow support staff, you will play a key role in delivering an exceptional client experience and ensuring the smooth running of the financial planning process. The successful candidate will be responsible for managing client servicing activities, processing new business, liaising with providers, maintaining accurate records and supporting Advisers with ongoing client requirements. What's on Offer? £34,000 basic salary Performance-related bonus Flexible hybrid working arrangement Up to 30 days annual leave Private medical insurance 5% employer pension contribution Supportive and collaborative team environment Clear progression opportunities as the business continues to grow About You Previous experience within a financial planning or wealth management environment Strong client servicing and administrative skills Experience supporting Financial Advisers and handling new business processes Excellent communication and organisational abilities A proactive and professional approach to client service This role would suit an experienced Wealth Management Administrator or Senior Client Administrator looking to join a forward-thinking firm where they can make a genuine impact and progress their career over the long term.If this role sounds like the right opportunity for you and you would like more information, please send your CV to: Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Executive Administration Support Of Property Portfolio Experience in residential property management,property administration,estate agency would be desirable Managing emails,drafting correspondence and responding professionally Co-ordinating documentation for residential planning and development projects Preparing and updating Excel spreadsheets for project tracking Organising and maintaining structured digital filing system Tracking tasks, deadlines and follow up across multiple property developments Assisting with diary coordination,appointments and meetings for the Director Liaising with Lettings Agents regarding tenancies, renewals and compliance Tracking rent, arrears and service charge matters alongside the acoounts team Experience using Outlook, Sharepoint and Excel is essential

This client, who specialises in the management and development of wealth for corporate and individual clients, has an exciting opportunity for an experienced Senior Group Risk & Healthcare Administrator to join their Employee Benefits team. The Senior Group Risk & Healthcare Administrator will need to administer a portfolio of clients in respect of their Group Risk contracts and other related benefits including Group Life, DIS, PHI, PMI, and critical illness. As a Senior Group Risk & Healthcare Administrator you will be responsible for providing pro-active administration support to the Consultants in order to retain and expand existing client accounts and to help develop new business. You will liaise with insurers to negotiate preferred terms, attend client meetings and draft recommendation reports. You will have excellent verbal and written communication skills, a reliable working attitude and a professional client focussed approach. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

School Administrator Location: Cranleigh, Surrey Salary: £26k (including 33 days' holiday) Hours: 8.30am -5pm - Full time, 37.5 hours per week, 52 weeks per year Start Date: August 2026 An experienced Administrator is required to join a busy Administration team. You will play a vital role across the School, providing a high level of administrative support to support the smooth running of services, as well as managing a caseload of learner reviews and supporting events across the Trust. Duties include: Provide administrative support to the senior management teams and other colleagues, creating and distributing memos, announcements and letters as well as liaising directly with parents as required Carry out assigned administrative tasks Manage a caseload of learner reviews, making meeting arrangements, taking notes and collating and distributing documents Support learner transport arrangements, liaising with local authorities and maintaining an accurate database of driver details Support daily learner transitions, liaising with staff and transport providers to ensure learners safe arrival and departure Maintain stationery, uniform and other stock, sorting deliveries and re-ordering items where required Support the admissions process for new learners Assist with Trust events such as open days and conferences Play an active role as a trained first aider and fire warden Cover reception duties and school break and lunch support in the absence of the Front of House Administrator Key requirements: Excellent organisational skills Proven experience in delivering outstanding administrative support Outstanding customer service skills, with a pleasant and friendly manner Strong IT skills, with the ability to confidently use Microsoft applications including Word, Excel, Outlook, and online database systems The ability to communicate effectively, both verbally and in writing, with a wide range of audiences A proactive team player who can work with initiative The ability to prioritise tasks and work logically in a high-pressure, fast-paced environment while remaining calm and professional A flexible approach, with the ability to adapt to changing circumstances when needed The ability to maintain confidentiality and keep accurate records and reports Benefits include: £1,000 retention bonus Free hot lunches during term time Health cash plan, life insurance, and EAP Free parking and beautiful rural working environment CPD, mental health training, and career progression opportunities 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.

Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Welwyn working hybrid. You will work within a team to provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. In the role of Senior Pensions Administrator, you will take on advanced calculations and administration of complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of junior team colleagues. This gives you the opportunity to work on clients that offer exposure to every aspect of pensions administration, utilising bulk processing routines, automated calculations or your manual calculation skills, and the potential for involvement with a huge variety of different projects. The Role Accurately processes and manages complex pensions calculations and queries across a variety of different pension processes and case types such as Retirements, Transfers, Deaths. Cases and processes are completed to a high standard proving accurate and well worded correspondence Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to ensure work is right first time and output targets across the team. Acts as a point of escalation for the team for technical issues, non-standard cases, and member complaints. Utilises previous knowledge and experience in pension legislation/regulations as well as WTW guidance and procedures to ensure day to day work on an individual and team basis is of a high quality. Supports the Team Leader in ensuring that all service level agreements and performance standards are achieved on a day-to-day basis and takes responsibility for coordinating team workload and some management or client responsibilities delegated by the Team Leader. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. Continuously seeks to identify areas where the service to clients /members could be improved and takes forward process improvements as required. Assists in complex and project-based work as and when required. What you'll bring Previous experience working in an occupational pension administration team (DB experience is essential) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Experience and knowledge of the DB manual calculations required for a variety of administration processes. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Experience of coaching and supporting less experienced colleagues. Experience of working in a hybrid/multi-site team would be an advantage. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. (OGB2)

Office Manager Location: London Salary: Up to 35,000 per annum (depending on experience) We are seeking an organised, proactive, and professional Office Manager to join our busy London office. As a key member of our team, you will play an important role in ensuring the smooth day-to-day operation of the office, providing administrative support to our structural engineering professionals and helping to maintain an efficient and welcoming working environment. This position would suit an experienced Office Manager or Senior Administrator who enjoys working in a professional consultancy environment and is confident managing a variety of administrative, operational, and office management responsibilities. Key Responsibilities of this Office Manager role include: Managing the day-to-day operations of the London office. Providing administrative support to directors and engineering teams. Coordinating office facilities, suppliers, and service providers. Managing incoming calls, correspondence, and visitor enquiries. Assisting with document management, project administration, and reporting. Supporting HR administration, onboarding, and staff records. Organising meetings, travel arrangements, and office events. Maintaining office systems, procedures, and health and safety records. Supporting collaboration between the London office and other company locations. About You The ideal candidate will have: Previous experience in an Office Manager, Practice Manager, or Senior Administrative role. Excellent organisational and time management skills. Strong communication and interpersonal abilities. Proficiency in Microsoft Office applications. The ability to manage multiple priorities and work independently. A professional and positive approach with excellent attention to detail. Experience within a consultancy, engineering, architectural, or professional services environment would be advantageous. What We Offer Competitive salary of up to 35,000, depending on experience. Company Pension Scheme. Death in Service benefit. Staff contributory private medical healthcare. Wellbeing scheme. Increased holiday entitlement based on length of service. A collaborative and supportive working environment within a successful multi-office consultancy. This is an excellent opportunity to join a respected structural engineering consultancy and become an integral part of a friendly and professional team in London.

Job Title: Board Administrator and CEO Office Support Location: London Salary : £19,800 - £24,700 per annum (FTE is £33,000-£41,300 per annum) based upon experience plus discretionary bonus and comprehensive benefits Job Type: Part Time, Permanent Role Overview We are seeking an experienced administrator with secretarial skills to act as the administrator for techUK's member Boards. The successful candidate will have strong secretarial and administrative skills, familiarity with senior relationship management, proficiency in MS Office, record keeping, good document drafting and communication skills. Key Responsibilities: Tasks required in the board administrator role: Organise Main Board and Membership, Finance & Performance (MF&P) Board meetings (four each per year), including arranging one lunch and one dinner annually Take minutes for all Board and MF&P meetings, review minutes with the techUK CEO and CFO, and then with the Chairs of respective meetings Prepare scripts for Board Chairs and send to them in advance of meetings Send out board papers, ensuring timely distribution by coordinating and following up with Senior Leadership Team (SLT) members Liaise with the SLT to draft agendas for board meetings Monitor the Company Secretary inbox and respond appropriately to any incoming emails Send nomination forms out for selected directors when requested Arrange Remuneration Committee meeting annually, including distribution of papers Organise Nomination Committee meeting twice a year, ensuring board papers are sent out in advance Liaise with marketing to ensure the website is kept up to date in terms of board members changes and ensuring biographies are current Coordinate with SME lead and marketing team to organise the timetable for the board elections, prepare the relevant forms, notify all successful candidates of the next steps in the process and inform unsuccessful candidates Obtain relevant information for new board members (headshot, bio, declaration of interest, personal details) ensure with Company Secretary they are registered with Companies House Annually obtain updated declarations of interest from each director Annually confirm with each director that there has been no change in home address for Companies House records Tasks required in the PA Support role: Support the CEO's PA in their tasks including; Managing CEO email accounts Handle incoming calls and postal correspondence for the executive office Coordinate and manage extensive travel arrangements for the CEO and as required by the Senior Leadership Team Process business expenses in line with company policies and guidelines Update and manage CRM database Arrange and provide support for business review meetings, team away days and internal/external events Coordinate internal and external meetings by reviewing schedules, identifying suitable times and communicating with external parties including government representatives to arrange meetings for the Senior Leadership Team Provide secretarial and administrative support to the rest of the Senior Management team as required The role reports to the CEO in the support role to the CEO's office and the SLT. The role additionally reports to the Company Secretary for Board administration guidance and task management. Skills, Knowledge and Expertise: Core Competencies - Excellent organisation, prioritisation, and time management skills, with the ability to self-motivate - Strong written and verbal communication skills - High level of attention to detail, accuracy and confidentiality - Flexible, adaptable, able to work on own initiative with can-do-attitude - Able to work collaboratively and independently on own initiative - Ability to manage multiple priorities and tight deadlines, exercising sound judgement - Ability to build effective working relationships with colleagues and stakeholders at all levels - A proactive and adaptable approach to work Essential Knowledge and Experience - Previous experience in EA/PA role supporting a CEO or similar - An understanding of board governance and regulatory compliance - Good working knowledge of Office 365 applications such as MS Word, Excel and PowerPoint, Teams, and confident using digital systems, data, and documentation - Strong diary management and organisational skills - Experience in preparing board papers, minutes and agendas Desired Knowledge and Experience - Experience supporting C-suite executives and boards - Knowledge of company secretarial duties, statutory registers and Company House requirements Additional Information: This is a part-time role based out of techUK's London offices. This role is three days a week. This role profile is a guide to the work that is required but does not form part of any contract of employment and may change from time to time to reflect changing circumstances. The successful candidate must have permission to work in the UK prior to the commencement of employment. Please click APPLY to be redirected to our website to apply for this role. Candidates with experience of: Board Admin Assistant, Office Administrator, Administrator, Administration Clerk, Board Support Administrator, Business Support, Executive Assistant, EA to CEO, Personal Assistant, PA to CEO Business Administrator may also be considered.

Job Opportunity: Senior Administrator (Temporary) Location: Outskirts of Newcastle City Centre Contract Length: 2-3 Months (Potential for Extension) Working Pattern: Full Time (Monday - Friday, 8am - 4pm; 30 hours considered for the right candidate) Start Date: ASAP Salary: 28,000- 32,000 dependant on experience Are you a dynamic, detail-oriented Senior Administrator looking for your next challenge? Join a small but friendly team and help streamline our operations for the next few months! This is a fantastic opportunity to showcase your organisational skills and make a real impact. What You'll Do: Oversee Day-to-Day Operations: Manage administrative processes to ensure everything runs smoothly. High-Level Support: Provide essential support to the team, keeping everything organized and efficient. Email Management: Prioritise and manage shared inboxes, ensuring timely responses. Diary Coordination: Handle complex scheduling, prepare agendas, and take minutes for meetings. Project Support: Track deadlines, coordinate with stakeholders, and maintain project documentation. Confidential Handling: Manage sensitive information with utmost discretion. Key Point of Contact: Act as a liaison for internal departments and external stakeholders. Record Maintenance: Ensure accurate records and high-volume data entry, maintaining compliance with processes. What You Bring: Proven experience in a senior administrative or office support role. Strong email management skills with the ability to thrive in a fast-paced environment. Experience in project support, including task coordination and deadline tracking. Exceptional attention to detail and proficiency in data entry. Advanced organizational skills with the ability to manage competing priorities. Excellent communication skills, both written and verbal. Strong problem-solving abilities and a proactive attitude. Knowledge of ISO standards (e.g., ISO 9001, ISO 14001). Why Join Us? Discount Vouchers: Enjoy exclusive savings on high-street brands! Eye Care Vouchers: Prioritise your vision and well-being. Pension Scheme Option: Secure your future with employer contributions. 28 Days Paid Annual Leave: Earn well-deserved breaks every year! How to Apply: Excited about this opportunity? Don't miss out! Please submit your CV today! Note: Due to the high volume of applications, we are unable to provide individual feedback. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Job Title: Construction Administrator Location: South woodham ferrers Role Overview The Construction Administrator will support the estimating function in preparing accurate cost estimates and analysing project documentation. The role requires strong Excel capability and the ability to interpret construction drawings and specifications. Key Responsibilities Estimating Support Assist senior estimators in preparing detailed cost estimates for construction projects Take off quantities from construction drawings and specifications Review project specifications to identify scope, materials, and technical requirements Compile bills of quantities in line with specification requirements Support the review of tender documents, drawings, and specifications Assist with post tender analysis and contract handover documentation Prepare reports, spreadsheets, and summaries for internal use Key Skills and Experience Essential Strong proficiency in Microsoft Excel including formulas, data analysis, and spreadsheet management Experience interpreting construction drawings and specifications Strong numerical and analytical skills High attention to detail and accuracy Strong organisational and time management skills Ability to work both independently and within a team Desirable Previous experience in a commercial support role within the construction sector Familiarity with take off software such as Bluebeam Qualifications GCSEs or A Levels or equivalent, including Maths and English Opportunity for support towards a Commercial Construction related degree for the right candidate Personal Attributes Proactive with a willingness to learn Strong communication skills Problem solving mindset Ability to manage multiple tasks and deadlines Collaborative team player with a professional approach 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.

Helpdesk Engineer - Kinver Benefits Start salary from £25,000 per year Ongoing training and development opportunities Exposure to wide range of technologies and environments Career progression opportunities within the business Performance rewards/bonuses Company pension scheme Holiday entitlement in line with company policy awarded more holiday after serving time at Serveline. Role Overview Serveline IT Ltd are looking for an experienced and customer-focused Helpdesk Engineer to join our growing Helpdesk team. This role is ideal for someone with previous IT support experience who is looking to further develop their technical knowledge within a fast-paced Managed Service Provider (MSP) environment. The successful candidate will provide first and second-line support to a wide range of customers across multiple sectors including business, education, and charities. You will be responsible for troubleshooting technical issues, supporting end users remotely, maintaining high service standards, and assisting with infrastructure and cloud-based technologies Key Responsibilities Provide first and second-line technical support via phone, email, and remote support tools Manage and progress support tickets within agreed service levels and priorities Troubleshoot and resolve issues relating to Microsoft Windows, Microsoft 365, networking, printers, email systems, and cloud services Escalate complex or high-priority issues to senior engineers where required Configure and deploy laptops, desktops, and mobile devices Support Microsoft 365 administration including Exchange, Teams, SharePoint, and Entra ID Assist with onboarding new customers and user setups Maintain accurate documentation and ticket updates Support cyber security best practices and follow company procedures Participating in customer projects, installations, and system upgrades where required Deliver excellent customer service and maintain professional communication at all times Skills & Knowledge Previous experience working within an IT support or helpdesk environment Good understanding of Microsoft Windows operating systems Experience supporting Microsoft 365 environments Basic understanding of networking principles including TCP/IP, DHCP, DNS, and WiFi Experience using remote support and ticketing systems Strong troubleshooting and problem-solving skills Ability to prioritise workload and manage multiple tickets effectively Good written and verbal communication skills Understanding of cyber security best practices Desirable Skills Experience working within an MSP environment Knowledge of Microsoft Intune and Entra ID Experience with VoIP systems Knowledge of Halo PSA ticketing systems Knowledge of Hudu Documentation Understanding of backup and disaster recovery solutions Exposure to networking hardware such as switches, firewalls, and access points Knowledge of remote monitoring and management platforms Personal Qualities Friendly and approachable Reliable and punctual Positive attitude towards learning Professional manner when speaking with customers Patient and calm under pressure Motivated and eager to develop technical skills Honest and trustworthy Entry Requirements GCSE Grade 4/C or above in English and Maths preferred GCSE Grade 4/C or above in ICT Full UK driving license beneficial but not essential Minimum 1 year experience in IT helpdesk or technician (not essential) Basic IT knowledge and confidence using computers A genuine interest in pursuing a career within IT support Previous customer service experience Recommended Certifications Whilst not essential, the following certifications would be advantageous: Microsoft: Microsoft 365 Certified: Fundamentals (MS-900) Microsoft Certified: Azure Fundamentals (AZ-900) Microsoft 365 Endpoint Administrator Associate (MD-102) CompTIA: CompTIA A+ CompTIA Network+ CompTIA Security+ Vendor Certifications (Desirable) SonicWall Ubiquiti 3CX HPE/Aruba Working Hours Normal working hours will be Monday to Friday, operating hours for helpdesk are 8am until 5:30pm. We work on a Rota basis that is arranged monthly, with shifts hours operating as: 8am 4:30pm, 8:30am 5:00pm and 9am 5:30pm. We do offer flexible working arrangements based on successful completion of the probationary and initial training period.

This role provides an excellent opportunity to build a long-term career within financial services, offering exposure to all aspects of client servicing and financial planning administration within a highly recognised and awarded IFA firm.Working closely with experienced advisers and support teams, the successful candidate will have the opportunity to develop their technical knowledge, gain industry qualifications, and progress into more senior administrative, paraplanning, or advisory roles over time. Key Responsibilities Providing comprehensive administrative support to financial advisers and the wider client services team. Preparing client review documentation and supporting advisers with meeting preparation. Managing client communications and ensuring a consistently high standard of service. Maintaining accurate client records and updating internal systems in accordance with regulatory requirements. Liaising with providers and third parties to obtain information and process client requests. Assisting with new business applications and monitoring cases through to completion. Coordinating client reviews, appointments, and adviser diaries. Career Development & Progression Opportunities to study towards industry-recognised financial services qualifications. Exposure to financial planning processes and technical client work. Clear progression pathways into senior administration, paraplanning, client relationship management, or financial adviser positions. Support from experienced professionals committed to helping individuals develop their skills and advance their careers. A collaborative environment where ambition, initiative, and personal growth are encouraged and rewarded. Skills and Attributes Strong organisational and communication skills. Excellent attention to detail and accuracy. A proactive approach with a willingness to learn and develop. Ability to manage multiple priorities and work effectively within a team. Professional and client-focused with a commitment to delivering excellent service. Hybrid working - Poole office£30,000 - £35,000 For more details please apply or contact Tegan at Dynamite Recruitment

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.

Part-Time, Permanent Sale, M33 6WT £14.73 per hour £27,000 pro rata Hours : 3 days per week Tuesday and Friday fixed Location : Fully office-based Charter Buildings, 9 Ashton Lane, Sale Pay : £14.73 per hour £27,000 pro rata Job Type: Permanent Start : As soon as possible The Role This is a part-time, client-facing role that demands professionalism, commercial awareness, and the ability to manage complex administrative processes with precision. The successful candidate will be required to work three days a week, with Tuesday and Friday being fixed days. This is a fully office-based role across the three days. Core Responsibilities Serve as the primary point of contact for clients across all inbound channels, delivering accurate, timely, and professional responses that reflect the firm s reputation for excellence. Own and manage the shared inbox, triaging communications effectively, resolving queries at first point of contact where possible, and ensuring no client is left waiting. Proactively manage the records request process from pre-year-end planning through to receipt of records, attending weekly accounts production meetings and following up any queries. Manage the end-to-end client onboarding process, from initial sign-up through to full system integration. This includes adding new clients to all relevant platforms (TaxCalc, Karbon, Xama, Client Window, and Inform Direct), configuring all associated workflows within Karbon, and issuing welcome communications. Responsibilities also encompass gathering any outstanding client information, completing required HMRC registrations, and submitting applications for agent authorisation. Take ownership of client data integrity across all internal systems and relevant departments, ensuring records are accurate, compliant, and up to date at all times. Represent the firm at reception, creating a strong first impression and delivering a consistently high standard of in-person client experience. Act as a flexible operational resource across departments, providing high-quality administrative support where priorities demand it. Qualifications and Experience A formal qualification is not a prerequisite, but you will bring demonstrable experience in a professional services environment, ideally within accountancy, legal, financial services, or a similarly regulated sector. You will be comfortable navigating compliance frameworks, managing sensitive client data, and working to tight deadlines across multiple workstreams simultaneously. Key Competencies Polished written and verbal communication skills, with the confidence to engage with clients and senior stakeholders at all levels. Strong working knowledge of professional office environments and the standards expected within a regulated firm. Exceptional attention to detail, particularly when handling compliance documentation, legal paperwork, and client records. A proactive, self-directed working style with the ability to manage competing priorities and meet deadlines without close supervision. Sound commercial awareness and the interpersonal skills to build lasting client relationships and contribute to client retention. Adaptability and a genuine commitment to supporting colleagues and clients as business needs evolve. What Success Looks Like In this role, it s not just task completion that s important but also the quality of the client relationships you build and maintain, the accuracy and compliance of the work you produce, and your ability to operate as a trusted, dependable member of a close-knit professional team. You will take ownership of your workload, communicate proactively, and bring a level of professionalism and pride to everything you do. Benefits 22 days annual leave plus 8 bank holidays Flexible start times 08 00 or 09 00 with 45 minutes for lunch; early Friday finish Free gym membership Workplace pension scheme Free on-site parking Private medical insurance Sick pay Team lunch on the last Tuesday of the month and team days every six months Discretionary quarterly bonus Study support considered on a case-by-case basis for relevant professional qualifications Requirements • Ability to reliably commute to Sale M33 6WT (required) • GCSE or equivalent (required) • 3 years professional office experience (required) • Fluent English, written and spoken (required) • Right to work in the United Kingdom (required) About BWP Inspire BWP Inspire is an advisory-led accountancy practice based in Sale, Manchester. We work with SMEs across manufacturing, creative and digital sectors helping business owners understand their numbers, plan for growth and build businesses that fund the lives they want. Compliance is our entry point, not our destination. Our culture is warm, close-knit and genuinely people-first. We are proud members of the B1G1 giving community and take our responsibilities to clients, colleagues and the wider community seriously. BWP Inspire Charter Buildings, 9 Ashton Lane, Sale, M33 6WT REF-(Apply online only)

Joining the School Governance team as a flexible, part-time Local Authority Clerk to Governors / Trustees , you will provide vital administrative support to schools across the county. Proactive and dedicated, you will use your excellent organisational and communication skills and experience in meeting administration and minute taking, to make a real difference in Hampshire schools. This role is offered on an annualised hours contract, meaning your total working hours are spread across the year rather than following a fixed weekly schedule. Whilst your role will mostly be home-based with the flexibility to complete clerking tasks around your existing commitments, you will be required to travel to the schools to which you are assigned to clerk their governance meetings. We aim to link you with schools that are close to where you live. We currently have multiple posts available across Hart and Rushmoor areas, with particular interest in applicants from the Fleet and Farnborough areas. What you'll do: Provide essential support to Governors and Trustees, helping schools achieve the best outcomes for their pupils. Administer and minute board and committee meetings, primarily held in the evenings. Following training, provide guidance on governance legislation and policy. Prepare and distribute agendas and meeting papers and produce accurate minutes within agreed timeframes. Maintain accurate records of meetings, attendance and board membership. Provide procedural governance guidance to chairs and executive leaders. What we're looking for: Minimum of 2 GCSEs (or equivalent), including English Language and Maths. Proven experience in committee administration and accurate minute taking. Strong organisational skills and ability to work independently. Excellent written and verbal communication skills. Ability to remain impartial, maintain confidentiality, and comply with data protection legislation. IT proficiency, including Microsoft Office and internet access. Ability to travel to assigned schools for governance meetings. Why join us: Benefit from a comprehensive training programme and mentoring, and ongoing support from the governance and clerking team. Flexible, mostly home-based working arrangements that fit around your commitments. The opportunity to become an integral part of Hampshire's School Improvement team. Access to Health Assured's comprehensive Employee Assistance Programme to support your physical and mental wellbeing, including 24/7 telephone support, a suite of online resources, and legal and financial advice. A competitive benefits package that includes generous annual leave entitlement, occupational sick pay, and access to the Local Government Pension Scheme. To learn more about this role, please review our Candidate Pack available on our website. Please click on the Apply button for details. Applicants can expect to hear from us within two weeks of the advertised closing date. Please note: We are unable to offer sponsorship for this role and therefore it is essential that you already have the right to work in the UK before applying. Other roles you may have experience of may include: Administrative Officer, Senior Administrative Assistant, School Improvement Administrator, Business Administration Officer, Governance Coordinator, Executive Assistant, Education Administrator, Business Support Officer, Head Teacher, Deputy Head Teacher, Teacher

IFA Administrator Location: Liverpool Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.

WORKING WITH US The founder and sponsor of the Harris Federation, Lord Harris of Peckham, opened our first school in 1990. We have, over the past thirty years, implemented ideas and initiatives that have transformed the opportunities of pupils from working class and disadvantaged backgrounds. Harris academies are widely recognised as a force for social mobility. We are immensely proud of the role that our alumni are now beginning to play in the world and of what we believe our current generation of pupils will go on to achieve. We now have over 50 schools educating more than 40,000 young people across London and Essex, and employ over 5,000 staff across our academies and head office. With the majority of our academies located in areas of high socioeconomic disadvantage, a high-quality education is key to the futures of the pupils we serve. As a provider of employment and education, we value the diversity of our staff and students, and all our staff are equally valued and respected. We are committed to providing a fair, equitable and mutually supportive learning and working environment for our students and staff. Our work will impact many generations to come, and our staff come from all backgrounds and walks of life, coming together to inspire young minds. We promote an inclusive culture that embraces the valuable and enriching contribution that all of our community make. We continue to be proactive in uplifting and supporting all voices at Harris. To discover more about our culture, ethos and what it is like to work here, visit the Why Work For Us page. ABOUT THIS OPPORTUNITY We are looking for a Senior Administrator to to join the CEO's Office, playing a key role in providing high-quality administrative and coordination support to senior leaders across the Federation. You will ensure the smooth running of day-to-day operations, managing priorities, supporting meetings and events and delivering work to a consistently high standard. MAIN AREAS OF RESPONSIBILITY Your responsibilities will include: Providing high-quality administrative and coordination support to the CEO's Office and senior leaders Preparing, formatting and updating documents, reports, correspondence and presentations Maintaining accurate and accessible electronic and hard-copy filing systems Responding to calls, emails and queries promptly and professionally Supporting day-to-day office operations by managing priorities and tracking actions Coordinating Federation-wide meetings and events, including preparing papers and recording actions Supporting and attending conferences and key Federation events Undertaking ad hoc administrative tasks and project support Facilitating HR administration and onboarding for senior staff Maintaining accurate employee records within Oracle Fusion Supporting payroll changes and ensuring accuracy of submitted information Preparing data for annual salary reviews, including pay and bonus information Managing the annual collection of Declaration of Interest forms Maintaining and updating emergency contact records Setting up and managing the annual leave system (E-days) Handling sensitive HR and payroll information with confidentiality and discretion WHAT WE ARE LOOKING FOR We would like to hear from you if you have: Experience of working in a busy administrative, executive support or office coordination role. Experience of handling confidential and sensitive information with discretion. Experience of maintaining accurate records and using administrative systems. Understanding of the importance of safeguarding, confidentiality and data protection. Experience of working with senior stakeholders and responding to competing priorities. Excellent organisational skills, with the ability to manage a varied workload and meet deadlines. Strong attention to detail and a high level of accuracy. Ability to prioritise effectively and use initiative without needing close supervision. Ability to follow processes carefully while also identifying where improvements may be needed. Ability to produce clear, accurate documents, records, action points and correspondence. Excellent written and verbal communication skills. Confidence and professionalism when dealing with senior leaders, colleagues, academies, external organisations and visitors. Ability to build and maintain effective professional relationships at all levels. Calm, helpful and customer-focused approach. Ability to handle sensitive or challenging queries with tact and discretion For a full job description and person specification, please download the Job Pack. APPLYING FOR THIS POSITION If you would like to discuss the opportunity further, or if you have any questions, please contact us via email to arrange a conversation. Before applying please ensure you download the job pack from our careers website, this will help with completing your application. Please note that we only accept applications submitted online before the closing date. When applying, you will have the option to import your CV or use a LinkedIn profile which will auto populate the online application. A reminder to check your junk mail for our email communications and add us to your safe senders list to ensure all future email communication is received. OUR VISION & VALUES Our vision, from the start, has been to provide the structure and services needed for our schools to amount to more than the sum of their parts, and to free-up our teachers and leaders to focus on one thing and one thing only: the outstanding education of all their pupils. Our young people and communities are at the heart of everything we do. Our core mission has always been to close the educational gap between young people from disadvantaged backgrounds and their peers. Our ambition is one where every child in London, no matter their background, has equal access to high quality education, giving them the same opportunities and potential to succeed. We know there are many challenges facing our young people and the communities we serve, and that's why we need determined people like you to help us tackle those inequalities. Whilst each of our academies has their own unique cultures and values; as a whole Federation, we have four core values which are central to successfully achieving our vision: Excellence, Collaboration, Support, and Innovation. We are proud of our values because they guide us in how we work allowing us to achieve the best possible outcomes for our young people, communities, and colleagues. IMPORTANT INFORMATION Safeguarding Notice The Harris Federation and all our academies are committed to ensuring the highest levels of safeguarding and promoting the welfare of children and young people, and we expect all our staff and volunteers to share this commitment. All offers of employment are subject to an enhanced Disclosure and Barring Service (DBS) check, references, an online search, and where applicable, a prohibition from teaching check will be completed. Equal Opportunities The Harris Federation is an equal opportunities employer and welcomes applications from all suitably qualified candidates. We value the diversity of our staff and students, and everyone at the Harris Federation is equally valued and respected. We aim to be an inclusive employer that reflects the communities we serve. We are committed to providing a fair, equitable and mutually supportive learning and working environment. WHAT WE CAN OFFER YOU Harris has a strong culture of collaboration and best practice, with professional development and career planning at its centre. We invest in our staff with support, coaching, mentoring, and a wide range of top-quality training programmes delivered at every level. You will also have access to a variety of benefits, support programmes and initiatives including: Excellent opportunities for continuous professional development and career progression Annual performance and loyalty bonus Pension scheme (Teachers' Pension Scheme or Local Government Pension Scheme) with generous employer contribution 26 days' annual leave (inclusive of our Christmas Eve closure day) plus bank holidays, rising to 27 days after 2 years' service, or equivalent for staff on term time contracts Harris Wellbeing Cash Plan including cover for routine and specialist healthcare Employee Assistance Programme for free and confidential advice Cycle to work salary sacrifice scheme Wide range of shopping, leisure, and travel discounts 20% off at Tapi Carpets, exclusive to Harris employees Interest-free ICT and season ticket loans

Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.