Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture. Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment. The Role In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing. You will be involved in a broad range of financial planning areas including: Pensions and retirement planning Investment planning Protection planning Inheritance tax and estate planning Pension transfers Cashflow modelling This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases . Key Responsibilities Managing client cases from fact-find analysis through to suitability report completion Drafting detailed suitability reports across a range of financial advice areas Producing advanced cashflow modelling using tools such as Voyant, Cashcalc, and Intelliflo Conducting technical research using systems including FE Analytics, Defaqto, and Assureweb Working within Intelliflo CRM to manage and track client cases Ensuring files meet compliance and regulatory standards Liaising with advisers and administrators to ensure smooth case progression Supporting and mentoring junior members of the team where appropriate Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact, and AJ Bell About You To be successful in this role, you will have: Diploma in Regulated Financial Planning (essential) Minimum 3 years paraplanning experience Experience working within an independent financial advice environment (preferred) Strong technical knowledge across pensions, investments, and retirement planning Confidence managing complex financial planning cases Excellent organisational skills and attention to detail A proactive and collaborative approach to working with advisers and colleagues What s on Offer Hybrid working 3 days in the office / 2 days remote Flexible working hours Genuine career progression opportunities (Senior Paraplanner, Operations, Team Leader) Exposure to complex and varied financial planning cases A supportive and collaborative working culture A modern business that values technical excellence without unnecessary hierarchy Market-leading wellness package How To Apply Apply today by sending a copy of your most recent CV to: (url removed) for a confidential conversation about this opportunity.
May 28, 2026
Full time
Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture. Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment. The Role In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing. You will be involved in a broad range of financial planning areas including: Pensions and retirement planning Investment planning Protection planning Inheritance tax and estate planning Pension transfers Cashflow modelling This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases . Key Responsibilities Managing client cases from fact-find analysis through to suitability report completion Drafting detailed suitability reports across a range of financial advice areas Producing advanced cashflow modelling using tools such as Voyant, Cashcalc, and Intelliflo Conducting technical research using systems including FE Analytics, Defaqto, and Assureweb Working within Intelliflo CRM to manage and track client cases Ensuring files meet compliance and regulatory standards Liaising with advisers and administrators to ensure smooth case progression Supporting and mentoring junior members of the team where appropriate Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact, and AJ Bell About You To be successful in this role, you will have: Diploma in Regulated Financial Planning (essential) Minimum 3 years paraplanning experience Experience working within an independent financial advice environment (preferred) Strong technical knowledge across pensions, investments, and retirement planning Confidence managing complex financial planning cases Excellent organisational skills and attention to detail A proactive and collaborative approach to working with advisers and colleagues What s on Offer Hybrid working 3 days in the office / 2 days remote Flexible working hours Genuine career progression opportunities (Senior Paraplanner, Operations, Team Leader) Exposure to complex and varied financial planning cases A supportive and collaborative working culture A modern business that values technical excellence without unnecessary hierarchy Market-leading wellness package How To Apply Apply today by sending a copy of your most recent CV to: (url removed) for a confidential conversation about this opportunity.
Senior People Manager (12-Month FTC - Maternity Cover) About the Company We are a leading provider of high-quality, single-family rental homes across the UK, specialising in delivering thoughtfully designed homes in desirable neighbourhoods alongside an exceptional resident experience. Backed by globally recognised real estate investment partners, we are committed to enriching lives through renting. Our culture is collaborative, proactive, and people-focused - creating an environment where both residents and employees can thrive. The Opportunity We are seeking an experienced and commercially minded Senior People Manager to join the business on a 12-month fixed-term contract covering maternity leave. Reporting directly to the CEO, this role will provide both strategic oversight and hands-on delivery across all areas of the People & Culture function during an exciting period of growth. You will play a key role in ensuring continuity across HR operations, maintaining strong people processes, supporting managers, and fostering a positive and high-performing culture. This position would suit a confident HR professional who can quickly build credibility across the business, manage complex employee matters, and deliver pragmatic, solutions-focused people support. The role is primarily based in Reading, with occasional travel to London as required. Key Responsibilities Employee Relations & Employment Law Act as the lead advisor on complex employee relations matters, including disciplinaries, grievances, absence management, and performance issues. Provide expert guidance to managers and senior leaders on UK employment law, HR best practice, and company policy. Support and lead sensitive HR cases, ensuring fair, consistent, and compliant outcomes. Mitigate risk by delivering commercially balanced and pragmatic HR advice. HR Operations, Payroll & Benefits Oversee employee benefits administration, ensuring accuracy and effective communication. Manage payroll processes in partnership with internal stakeholders and external providers. Ensure employee data and records are maintained accurately and confidentially in line with GDPR requirements. Continuously review and improve HR processes and operational efficiencies. Performance Management & Talent Development Manage performance review cycles and ensure regular 1-1s are effectively tracked through HiBob. Coach and support managers to drive employee performance, engagement, and development. Lead and manage performance-related processes and cases where required. Recruitment & Onboarding Lead the full recruitment lifecycle, including workforce planning, interviewing, offer management, and onboarding. Ensure a seamless and engaging new starter experience. Continuously enhance onboarding and induction processes to support employee retention and engagement. HR Administration & Reporting Oversee all HR administration activities including contracts, employee changes, and leaver processes. Produce and analyse HR metrics across recruitment, retention, absence, performance, and employee relations. Provide meaningful insights and recommendations to senior leadership. Leadership, Culture & Office Management Line manage and support the development of the People Administrator and Culture Manager. Partner with the wider team to deliver engagement, wellbeing, and culture initiatives. Oversee office management to maintain a safe, effective, and well-run workplace environment. Act as a trusted advisor and positive influence across the business. Skills & Experience We are looking for someone with: Proven experience in a Senior HR Manager or similar leadership role within the UK. Strong knowledge of UK employment law and HR best practice. Experience across employee relations, payroll oversight, benefits administration, and performance management. A successful track record managing end-to-end recruitment and onboarding processes. Strong commercial awareness with the ability to balance business and people priorities. Excellent communication and stakeholder management skills, with confidence influencing at senior level. The ability to work autonomously, prioritise effectively, and manage multiple responsibilities. Experience using HR systems, ideally HiBob. High levels of discretion and professionalism when handling confidential information. Strong Microsoft Office skills. Reporting Line This role reports directly to the CEO.
May 27, 2026
Full time
Senior People Manager (12-Month FTC - Maternity Cover) About the Company We are a leading provider of high-quality, single-family rental homes across the UK, specialising in delivering thoughtfully designed homes in desirable neighbourhoods alongside an exceptional resident experience. Backed by globally recognised real estate investment partners, we are committed to enriching lives through renting. Our culture is collaborative, proactive, and people-focused - creating an environment where both residents and employees can thrive. The Opportunity We are seeking an experienced and commercially minded Senior People Manager to join the business on a 12-month fixed-term contract covering maternity leave. Reporting directly to the CEO, this role will provide both strategic oversight and hands-on delivery across all areas of the People & Culture function during an exciting period of growth. You will play a key role in ensuring continuity across HR operations, maintaining strong people processes, supporting managers, and fostering a positive and high-performing culture. This position would suit a confident HR professional who can quickly build credibility across the business, manage complex employee matters, and deliver pragmatic, solutions-focused people support. The role is primarily based in Reading, with occasional travel to London as required. Key Responsibilities Employee Relations & Employment Law Act as the lead advisor on complex employee relations matters, including disciplinaries, grievances, absence management, and performance issues. Provide expert guidance to managers and senior leaders on UK employment law, HR best practice, and company policy. Support and lead sensitive HR cases, ensuring fair, consistent, and compliant outcomes. Mitigate risk by delivering commercially balanced and pragmatic HR advice. HR Operations, Payroll & Benefits Oversee employee benefits administration, ensuring accuracy and effective communication. Manage payroll processes in partnership with internal stakeholders and external providers. Ensure employee data and records are maintained accurately and confidentially in line with GDPR requirements. Continuously review and improve HR processes and operational efficiencies. Performance Management & Talent Development Manage performance review cycles and ensure regular 1-1s are effectively tracked through HiBob. Coach and support managers to drive employee performance, engagement, and development. Lead and manage performance-related processes and cases where required. Recruitment & Onboarding Lead the full recruitment lifecycle, including workforce planning, interviewing, offer management, and onboarding. Ensure a seamless and engaging new starter experience. Continuously enhance onboarding and induction processes to support employee retention and engagement. HR Administration & Reporting Oversee all HR administration activities including contracts, employee changes, and leaver processes. Produce and analyse HR metrics across recruitment, retention, absence, performance, and employee relations. Provide meaningful insights and recommendations to senior leadership. Leadership, Culture & Office Management Line manage and support the development of the People Administrator and Culture Manager. Partner with the wider team to deliver engagement, wellbeing, and culture initiatives. Oversee office management to maintain a safe, effective, and well-run workplace environment. Act as a trusted advisor and positive influence across the business. Skills & Experience We are looking for someone with: Proven experience in a Senior HR Manager or similar leadership role within the UK. Strong knowledge of UK employment law and HR best practice. Experience across employee relations, payroll oversight, benefits administration, and performance management. A successful track record managing end-to-end recruitment and onboarding processes. Strong commercial awareness with the ability to balance business and people priorities. Excellent communication and stakeholder management skills, with confidence influencing at senior level. The ability to work autonomously, prioritise effectively, and manage multiple responsibilities. Experience using HR systems, ideally HiBob. High levels of discretion and professionalism when handling confidential information. Strong Microsoft Office skills. Reporting Line This role reports directly to the CEO.
Looking for a fabulous new office role where no two days are the same? Come and join a highly respected professional services firm in the heart of Edinburgh, where your organisation skills, attention to detail and team-focused attitude will be genuinely valued. A renowned legal business is seeking a proactive Business Administrator to support busy professional teams across the firm. This is a varied, hands-on role ideal for someone who loves to be busy and enjoys being at the centre of day-to-day operations. You'll play a key role in keeping the business running smoothly, supporting document production, digital administration, client file management and office services across multiple departments. Salary - Up to £23,700 per annum Location - Edinburgh city centre and easily commutable from the surrounding areas by public transport - Musselburgh, Dalkeith, South Queensferry, Livingston, Linlithgow, Dunfermline and East Lothian. Role Type - Permanent / Full Time / Mon-Fri / 33.75 hours per week / Office based Benefits - 25 Days Holiday + BH, Enhanced Penson + more What will you be doing ? Providing administrative support to senior professionals and wider teams Managing scanning, printing, document preparation and electronic filing Preparing digital bundles, meeting packs and legal documentation Handling incoming and outgoing mail, including digital document processing Supporting data entry, billing information and spreadsheet management Assisting with online registrations and internal office coordination What we're looking for: Previous administration experience in a professional environment Strong organisational skills and excellent attention to detail Confident IT and document management skills Experience within the legal/professional services would be advantageous Why choose us? You will be joining a respected and people-focused organisation with an outstanding reputation! We are proud to offer a supportive team culture with long-term career development opportunities that includes comprehensive training and ongoing investment in your career. Sounds good doesn't it ? Apply today!
May 26, 2026
Full time
Looking for a fabulous new office role where no two days are the same? Come and join a highly respected professional services firm in the heart of Edinburgh, where your organisation skills, attention to detail and team-focused attitude will be genuinely valued. A renowned legal business is seeking a proactive Business Administrator to support busy professional teams across the firm. This is a varied, hands-on role ideal for someone who loves to be busy and enjoys being at the centre of day-to-day operations. You'll play a key role in keeping the business running smoothly, supporting document production, digital administration, client file management and office services across multiple departments. Salary - Up to £23,700 per annum Location - Edinburgh city centre and easily commutable from the surrounding areas by public transport - Musselburgh, Dalkeith, South Queensferry, Livingston, Linlithgow, Dunfermline and East Lothian. Role Type - Permanent / Full Time / Mon-Fri / 33.75 hours per week / Office based Benefits - 25 Days Holiday + BH, Enhanced Penson + more What will you be doing ? Providing administrative support to senior professionals and wider teams Managing scanning, printing, document preparation and electronic filing Preparing digital bundles, meeting packs and legal documentation Handling incoming and outgoing mail, including digital document processing Supporting data entry, billing information and spreadsheet management Assisting with online registrations and internal office coordination What we're looking for: Previous administration experience in a professional environment Strong organisational skills and excellent attention to detail Confident IT and document management skills Experience within the legal/professional services would be advantageous Why choose us? You will be joining a respected and people-focused organisation with an outstanding reputation! We are proud to offer a supportive team culture with long-term career development opportunities that includes comprehensive training and ongoing investment in your career. Sounds good doesn't it ? Apply today!
Service Service Employment Agency Limited
Norwich, Norfolk
My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net-Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city. The Role Reporting to the Operations Manager, you will provide high-level administrative, technical, and client service support to the Partners and advisers. As a senior member of the administration team, you will take ownership of complex cases, support regulatory processes, and contribute to the smooth and efficient running of the Practice. Key Responsibilities Providing high-level technical and administrative support to Financial Planning Partners and advisers Acting as a key point of contact for clients and third parties, handling enquiries professionally and efficiently Meeting and greeting clients and visitors, ensuring a professional and welcoming experience Managing the end-to-end client lifecycle, from onboarding through to ongoing servicing Processing new business submissions accurately and efficiently using bespoke financial services software Managing and maintaining accurate client records on the Practice CRM system Keeping back-office systems up to date with live files, detailed case notes, and supporting documentation Preparing meeting packs, valuations, and reports, and following up on client meeting actions and notes Taking ownership of more complex cases and seeing them through to resolution Supporting compliance and regulatory processes, ensuring adherence to FCA policies and procedures Assisting with Anti-Money Laundering (AML), Know Your Customer (KYC), client due diligence, and ongoing client file reviews Ensuring all client documentation and processes meet regulatory, audit, and data protection (GDPR) requirements Liaising with product providers, and other third parties as required Identifying opportunities to improve administrative processes and contribute to the development of internal procedures Supporting, training, and mentoring members of the administration team when required Providing ad-hoc support to the Partners and Operations Manager as needed About You To be successful in this role, you will ideally have: Several years' experience within Financial Services, ideally within a St. James's Place Practice, IFA, or insurance environment Experience supporting advisers and managing complex client cases Excellent customer service skills, with the ability to build trusted and long-lasting client relationships A proactive, self-motivated approach and the ability to work with minimal supervision Strong organisational and time management skills, with confidence prioritising workloads across multiple advisers High attention to detail and strong problem-solving ability Excellent written and verbal communication skills, with strong literacy and numeracy Strong IT skills, including Microsoft 365 and confidence using bespoke financial services systems A calm, professional approach when working under pressure Confidence working with colleagues, clients, and third parties, demonstrating honesty, integrity, and absolute discretion when handling sensitive information Hours of work: full-time, Monday to Friday 9am until 5pm with 1 hour for lunch. My clients holiday year runs from January 1st to December 31st each year, holiday starting point is 20 days, holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum. At Christmas, 2 additional discretionary days are awarded. After 2 full years of service you will receive your birthday as a day extra holiday if it falls on a working day. After 10 years with the company, holiday entitlement will increase to 27 days. Pension Parking Professional qualifications are supported
May 26, 2026
Full time
My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net-Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city. The Role Reporting to the Operations Manager, you will provide high-level administrative, technical, and client service support to the Partners and advisers. As a senior member of the administration team, you will take ownership of complex cases, support regulatory processes, and contribute to the smooth and efficient running of the Practice. Key Responsibilities Providing high-level technical and administrative support to Financial Planning Partners and advisers Acting as a key point of contact for clients and third parties, handling enquiries professionally and efficiently Meeting and greeting clients and visitors, ensuring a professional and welcoming experience Managing the end-to-end client lifecycle, from onboarding through to ongoing servicing Processing new business submissions accurately and efficiently using bespoke financial services software Managing and maintaining accurate client records on the Practice CRM system Keeping back-office systems up to date with live files, detailed case notes, and supporting documentation Preparing meeting packs, valuations, and reports, and following up on client meeting actions and notes Taking ownership of more complex cases and seeing them through to resolution Supporting compliance and regulatory processes, ensuring adherence to FCA policies and procedures Assisting with Anti-Money Laundering (AML), Know Your Customer (KYC), client due diligence, and ongoing client file reviews Ensuring all client documentation and processes meet regulatory, audit, and data protection (GDPR) requirements Liaising with product providers, and other third parties as required Identifying opportunities to improve administrative processes and contribute to the development of internal procedures Supporting, training, and mentoring members of the administration team when required Providing ad-hoc support to the Partners and Operations Manager as needed About You To be successful in this role, you will ideally have: Several years' experience within Financial Services, ideally within a St. James's Place Practice, IFA, or insurance environment Experience supporting advisers and managing complex client cases Excellent customer service skills, with the ability to build trusted and long-lasting client relationships A proactive, self-motivated approach and the ability to work with minimal supervision Strong organisational and time management skills, with confidence prioritising workloads across multiple advisers High attention to detail and strong problem-solving ability Excellent written and verbal communication skills, with strong literacy and numeracy Strong IT skills, including Microsoft 365 and confidence using bespoke financial services systems A calm, professional approach when working under pressure Confidence working with colleagues, clients, and third parties, demonstrating honesty, integrity, and absolute discretion when handling sensitive information Hours of work: full-time, Monday to Friday 9am until 5pm with 1 hour for lunch. My clients holiday year runs from January 1st to December 31st each year, holiday starting point is 20 days, holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum. At Christmas, 2 additional discretionary days are awarded. After 2 full years of service you will receive your birthday as a day extra holiday if it falls on a working day. After 10 years with the company, holiday entitlement will increase to 27 days. Pension Parking Professional qualifications are supported
PA/Office Administrator - Central London We are recruiting for a fast-growing international property business with a thriving London office. The company specialises in commercial and residential real estate across major European cities, with continued growth and investment in London since launching its UK office in 2018. They are looking for a proactive, highly organised PA/Administrator to join their London office with around 80 employees. This is a varied, hands-on role at the heart of the business, supporting two senior leaders while ensuring the smooth day-to-day running of the office. You'll take ownership of office operations, facilities, compliance, travel coordination, events, suppliers, health & safety, and employee experience. This is an excellent opportunity for someone who enjoys taking ownership, improving processes, and becoming a key part of a dynamic and growing business. What you'll be doing: Managing day-to-day office administration and facilities Supporting the CFO & COO with diary, travel and expenses Coordinating suppliers, maintenance and office management Organising company events and meetings Managing office supplies, post as well as ensuring the office is kept in good order Overseeing health & safety, PAT testing, fire and risk assessments What you'll bring: Previous Office administration experience is essential Highly organised with excellent attention to detail Strong communication skills and a proactive mindset Able to manage multiple priorities in a fast-paced environment Confident working independently and across teams Good IT skills including Excel
May 24, 2026
Full time
PA/Office Administrator - Central London We are recruiting for a fast-growing international property business with a thriving London office. The company specialises in commercial and residential real estate across major European cities, with continued growth and investment in London since launching its UK office in 2018. They are looking for a proactive, highly organised PA/Administrator to join their London office with around 80 employees. This is a varied, hands-on role at the heart of the business, supporting two senior leaders while ensuring the smooth day-to-day running of the office. You'll take ownership of office operations, facilities, compliance, travel coordination, events, suppliers, health & safety, and employee experience. This is an excellent opportunity for someone who enjoys taking ownership, improving processes, and becoming a key part of a dynamic and growing business. What you'll be doing: Managing day-to-day office administration and facilities Supporting the CFO & COO with diary, travel and expenses Coordinating suppliers, maintenance and office management Organising company events and meetings Managing office supplies, post as well as ensuring the office is kept in good order Overseeing health & safety, PAT testing, fire and risk assessments What you'll bring: Previous Office administration experience is essential Highly organised with excellent attention to detail Strong communication skills and a proactive mindset Able to manage multiple priorities in a fast-paced environment Confident working independently and across teams Good IT skills including Excel
Senior Investment Operations Administrator Location: Liverpool City Centre Hours: Monday-Friday, 9am-5pm Salary: Competitive (DOE) Benefits: Excellent benefits package A fantastic opportunity has arisen for an experienced Senior Investment Operations Administrator to join a growing financial services organisation. This senior position sits within the Operations team and plays a key role in regulatory reporting, process improvement, quality assurance and the day-to-day support of Investment Operations. Key Responsibilities Produce, review and quality-assure regulatory reporting and management information Support quarterly client reporting and annual tax reporting cycles Act as an escalation point for complex or technical operational queries Provide training and guidance on investment products, systems and procedures Produce and maintain business requirements and procedural documentation Review, enhance and streamline operational systems, processes and service standards Conduct casework reviews and third-party quality assurance checks Support the implementation of initiatives aimed at reducing risk and improving efficiency What We're Looking For Strong analytical and numerical skills Excellent written and verbal communication abilities Proven experience within financial services, ideally in an Investment Operations environment Good working knowledge of investment-related regulation (e.g. ISAs, pensions, FCA CASS/COBS) Advanced Excel skills with experience handling and analysing large datasets Ability to produce clear, concise business and operational documentation Experience managing initiatives or process improvements end to end High level of attention to detail and accuracy Ability to work autonomously while contributing effectively within a team Qualifications CISI Investment Operations Certificate (IOC) or equivalent qualification If this role is of interest, please email your CV to (url removed) . Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
May 23, 2026
Full time
Senior Investment Operations Administrator Location: Liverpool City Centre Hours: Monday-Friday, 9am-5pm Salary: Competitive (DOE) Benefits: Excellent benefits package A fantastic opportunity has arisen for an experienced Senior Investment Operations Administrator to join a growing financial services organisation. This senior position sits within the Operations team and plays a key role in regulatory reporting, process improvement, quality assurance and the day-to-day support of Investment Operations. Key Responsibilities Produce, review and quality-assure regulatory reporting and management information Support quarterly client reporting and annual tax reporting cycles Act as an escalation point for complex or technical operational queries Provide training and guidance on investment products, systems and procedures Produce and maintain business requirements and procedural documentation Review, enhance and streamline operational systems, processes and service standards Conduct casework reviews and third-party quality assurance checks Support the implementation of initiatives aimed at reducing risk and improving efficiency What We're Looking For Strong analytical and numerical skills Excellent written and verbal communication abilities Proven experience within financial services, ideally in an Investment Operations environment Good working knowledge of investment-related regulation (e.g. ISAs, pensions, FCA CASS/COBS) Advanced Excel skills with experience handling and analysing large datasets Ability to produce clear, concise business and operational documentation Experience managing initiatives or process improvements end to end High level of attention to detail and accuracy Ability to work autonomously while contributing effectively within a team Qualifications CISI Investment Operations Certificate (IOC) or equivalent qualification If this role is of interest, please email your CV to (url removed) . Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Looking for a fabulous new office role where no two days are the same? Come and join a highly respected professional services firm in the heart of Edinburgh, where your organisation skills, attention to detail and team-focused attitude will be genuinely valued. A renowned legal business is seeking a proactive Business Administrator to support busy professional teams across the firm. This is a varied, hands-on role ideal for someone who loves to be busy and enjoys being at the centre of day-to-day operations. You ll play a key role in keeping the business running smoothly, supporting document production, digital administration, client file management and office services across multiple departments. Salary Up to £23,700 per annum Location Edinburgh city centre and easily commutable from the surrounding areas by public transport - Musselburgh, Dalkeith, South Queensferry, Livingston, Linlithgow, Dunfermline and East Lothian. Role Type Permanent / Full Time / Mon-Fri / 33.75 hours per week / Office based Benefits 25 Days Holiday + BH, Enhanced Penson + more What will you be doing ? Providing administrative support to senior professionals and wider teams Managing scanning, printing, document preparation and electronic filing Preparing digital bundles, meeting packs and legal documentation Handling incoming and outgoing mail, including digital document processing Supporting data entry, billing information and spreadsheet management Assisting with online registrations and internal office coordination What we re looking for: Previous administration experience in a professional environment Strong organisational skills and excellent attention to detail Confident IT and document management skills Experience within the legal/professional services would be advantageous Why choose us? You will be joining a respected and people-focused organisation with an outstanding reputation! We are proud to offer a supportive team culture with long-term career development opportunities that includes comprehensive training and ongoing investment in your career. Sounds good doesn't it ? Apply today!
May 22, 2026
Full time
Looking for a fabulous new office role where no two days are the same? Come and join a highly respected professional services firm in the heart of Edinburgh, where your organisation skills, attention to detail and team-focused attitude will be genuinely valued. A renowned legal business is seeking a proactive Business Administrator to support busy professional teams across the firm. This is a varied, hands-on role ideal for someone who loves to be busy and enjoys being at the centre of day-to-day operations. You ll play a key role in keeping the business running smoothly, supporting document production, digital administration, client file management and office services across multiple departments. Salary Up to £23,700 per annum Location Edinburgh city centre and easily commutable from the surrounding areas by public transport - Musselburgh, Dalkeith, South Queensferry, Livingston, Linlithgow, Dunfermline and East Lothian. Role Type Permanent / Full Time / Mon-Fri / 33.75 hours per week / Office based Benefits 25 Days Holiday + BH, Enhanced Penson + more What will you be doing ? Providing administrative support to senior professionals and wider teams Managing scanning, printing, document preparation and electronic filing Preparing digital bundles, meeting packs and legal documentation Handling incoming and outgoing mail, including digital document processing Supporting data entry, billing information and spreadsheet management Assisting with online registrations and internal office coordination What we re looking for: Previous administration experience in a professional environment Strong organisational skills and excellent attention to detail Confident IT and document management skills Experience within the legal/professional services would be advantageous Why choose us? You will be joining a respected and people-focused organisation with an outstanding reputation! We are proud to offer a supportive team culture with long-term career development opportunities that includes comprehensive training and ongoing investment in your career. Sounds good doesn't it ? Apply today!
Our client has recently merged their Administration and Fund Controlling teams to form a new Incentives & Internal Investments Operations team. This change has led to a vacancy for a new administrator role, which could be classified as either Administrator or Senior Administrator, depending on the qualifications of the candidates. This presents a unique opportunity for individuals looking to grow within an evolving team. The successful applicant will play a key role in supporting the operations of incentives and internal investments, ensuring smooth processes and effective collaboration within the team. Our client is seeking someone who is proactive and enthusiastic about contributing to the team's objectives, with the ability to adapt and thrive in a dynamic environment. Job Duties Support day-to-day operations of the Incentives & Internal Investments Operations team Collaborate with team members to ensure efficient administrative processes Assist in data management and reporting related to incentives and investments Provide support for various projects within the team Maintain accurate records and documentation Job Requirements Previous experience in an administrative role, preferably within finance or investment sectors Strong organisational skills and attention to detail Proficient in relevant software applications and tools Excellent verbal and written communication skills Ability to work effectively both independently and as part of a team What You'll Love You will have the chance to be part of a newly formed team within a progressive environment that values collaboration and innovation. Our client offers opportunities for career development and the chance to work closely with experienced professionals. With a focus on incentives and internal investments, this role will provide a pivotal contribution to the department. You can expect a supportive culture and the opportunity to influence the future direction of the team. Join our client to help shape the strategy and execution of their operations! Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
Jan 20, 2026
Full time
Our client has recently merged their Administration and Fund Controlling teams to form a new Incentives & Internal Investments Operations team. This change has led to a vacancy for a new administrator role, which could be classified as either Administrator or Senior Administrator, depending on the qualifications of the candidates. This presents a unique opportunity for individuals looking to grow within an evolving team. The successful applicant will play a key role in supporting the operations of incentives and internal investments, ensuring smooth processes and effective collaboration within the team. Our client is seeking someone who is proactive and enthusiastic about contributing to the team's objectives, with the ability to adapt and thrive in a dynamic environment. Job Duties Support day-to-day operations of the Incentives & Internal Investments Operations team Collaborate with team members to ensure efficient administrative processes Assist in data management and reporting related to incentives and investments Provide support for various projects within the team Maintain accurate records and documentation Job Requirements Previous experience in an administrative role, preferably within finance or investment sectors Strong organisational skills and attention to detail Proficient in relevant software applications and tools Excellent verbal and written communication skills Ability to work effectively both independently and as part of a team What You'll Love You will have the chance to be part of a newly formed team within a progressive environment that values collaboration and innovation. Our client offers opportunities for career development and the chance to work closely with experienced professionals. With a focus on incentives and internal investments, this role will provide a pivotal contribution to the department. You can expect a supportive culture and the opportunity to influence the future direction of the team. Join our client to help shape the strategy and execution of their operations! Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 07, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Sep 22, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
