413 jobs found

We are seeking a proactive and organised Administrator to join our client. This is an excellent opportunity for someone looking to build a career in specialist property finance, with clear progression opportunities available. Key Responsibilities: Draft and issue loan terms following credit approval Set up and maintain loan files and records Liaise with brokers, applicants, surveyors, and solicitors Instruct and monitor property valuations Chase outstanding documents and support case progression Provide administrative support to underwriters and business development managers About You: Excellent organisational and communication skills Strong attention to detail Ability to work in a fast-paced environment and meet deadlines Proactive and team-oriented approach Property, lending, or financial services experience is desirable but not essential In return, you'll join a supportive and growing team where you'll gain valuable industry experience and have opportunities to develop your career within specialist finance. Thank you for your interest in opportunities with Unico Recruitment (London) Ltd. Due to the high volume of applications we receive, we regret that we are unable to provide individual feedback to every candidate. If you have not heard from us within 48 hours, please assume that your application has not been successful on this occasion. We will retain your CV on file and contact you should any suitable opportunities arise. In the meantime, we encourage you to visit our website regularly, as new roles are posted daily. Unico Recruitment (London) Ltd is an independent recruitment agency with over 20 years of experience supporting clients and candidates across the UK. We wish you every success in your job search.

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice. My client is looking for a recent college leaver (A Level and above) looking to join the Financial Services sector, you will have a keen interest in joining the Financial Services sector and exhibit a desire to personally develop yourself through relevant (R0) exams whilst forging out a career in Financial Services. Working hours Monday to Friday initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home). Total Hours per week - 37.5 hours Summary of Role You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators. Handle day to day post routines including: - Scanning and filing relevant post Franking and preparing post out General Office Duties including: - Answering calls and taking messages Dealing with client queries Updating task management system Updating my clients back-office system Welcoming visitors, making refreshments Managing adviser s appointments Adviser Support including: - Requesting and collating plan information Assisting in client meeting preparation Preparing client letters and illustrations Liaising with clients and providers Ongoing Client Reporting and Review Documentation including: - Producing and sending portfolio reports to clients Preparing review documents for adviser Preparing fund performance information Trading and New Business Processing including: - On-line submission of pension and investment applications Buying and selling trades on Investment Platforms Submitting client s income requirements Fund switch trading on investment platforms Checking completion of all trades Medical underwriting applications with clients for life cover Qualification Requirement - Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above. Desirable A Levels - 2 subjects C or above or equivalent Desired skills and personal qualities Communication skills Attention to detail Problem solving skills Presentation skills Administrative skills Analytical skills Team working Patience Benefits Package:- A starting salary of £21,200 - £24,000 NEG Bonus scheme Death in Service Pension Contributions 25 days holiday

Job Title: Senior Administrator / Paraplanner Salary: £30,000 - £48,000 DOE + Discretionary Bonus Location: St Albans (Office-Based) About our clients and the role: Swarm Recruitment is delighted to be partnering with, a directly authorised and fully independent financial planning firm based in the heart of St Albans. Founded by experienced Financial Advisers, the firm was established with a clear vision: to provide genuinely independent, holistic financial advice whilst creating a business where clients and employees alike enjoy a more personal and rewarding experience. The firm is experiencing strong growth and has ambitious plans for the future, with both advisers approaching capacity and requiring additional support to continue delivering exceptional service. As a result, they are looking to recruit a Senior Administrator, Junior Paraplanner, or Paraplanner to join the team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to develop their career within a growing independent firm. You will work closely with the existing Paraplanner, who is progressing towards an Adviser role, and will gradually take ownership of key technical responsibilities including research, cashflow modelling, client reviews, suitability support, and case preparation. The successful candidate will have genuine opportunities to progress into a Senior Paraplanner position and potentially manage support staff as the business continues to expand. This role would suit either an experienced Financial Planning Administrator looking to become more technical, or an established Paraplanner seeking greater responsibility and long-term career progression. Salary & Benefits: Basic Salary: £30,000 - £48,000 depending on experience and qualifications Annual Discretionary Bonus Company Pension Scheme 25 Days Holiday plus Bank Holidays Additional Day's Holiday for Every Year of Service (up to 5 additional days) Full Support and Funding for Industry Qualifications Clear Career Progression Opportunities Parking Permit Provided after Probation Fully Funded Team Social Events Summer and Christmas Team Celebrations Supportive and Collaborative Working Environment Working Hours: Monday - Friday Typical Hours: 9:00am - 5:00pm Flexibility Around Start and Finish Times No Weekend Working Office-Based Role in St Albans Flexibility Available for Personal Commitments When Needed Desired Experience: Experience within a Financial Planning, Wealth Management, or IFA environment Previous experience as a Financial Planning Administrator, Senior Administrator, Junior Paraplanner, or Paraplanner Strong understanding of pensions, investments, and financial planning processes Experience supporting Financial Advisers with client reviews and ongoing servicing Exposure to cashflow modelling would be advantageous Experience preparing review packs and client documentation Knowledge of pension and investment analysis would be beneficial Experience contributing to suitability reports would be advantageous Strong organisational skills and excellent attention to detail A genuine desire to learn, develop, and progress within Financial Services Responsibilities & Duties: Support Financial Advisers with case preparation, technical analysis, and ongoing administration Prepare and maintain client records, including fact finds, risk profiling, and client objectives Conduct investment, pension, and product research to support adviser recommendations Assist with pension and investment analysis, including annual allowance calculations and technical reviews Prepare review packs and client meeting documentation Contribute to suitability reports for investments, withdrawals, and ongoing advice recommendations Build and maintain cashflow models where appropriate Liaise with providers to obtain policy information and process client transactions Process fund switches, withdrawals, and other client servicing requirements Maintain accurate client records and ensure compliance with regulatory requirements Deliver exceptional client service and support the firm's commitment to holistic financial planning Work closely with the advisers and wider team to support the continued growth of the business 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.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Relationship Manager / IFA Administrator Location: Deeside, Flintshire (Hybrid working available following successful completion of probation) Salary: £27,000 - £33,000 per annum, depending on experience and qualifications Benefits: Quarterly bonus scheme (available after probation) Hybrid working - up to 3 days from home 25 days annual leave plus bank holidays Option to purchase up to 5 additional holiday days Additional holiday entitlement for long service 5% employer pension contribution Life cover (4x salary) Critical illness cover (4x salary) Income protection Full support towards professional qualifications and exams About the Company: Our client is a well-established and highly respected Independent Financial Advice practice with a strong reputation for delivering exceptional client service. Due to continued growth and an internal vacancy, they are seeking an experienced IFA Administrator / Client Relationship Manager to join their friendly and professional team. This is an excellent opportunity for an individual with financial services administration experience who is looking to further develop their career within a supportive environment that actively encourages professional development and qualifications. Key Responsibilities: Providing comprehensive administrative support to a dedicated Financial Adviser. Managing client relationships and acting as a key point of contact. Liaising with providers, platforms, and third-party organisations. Processing new business applications and maintaining accurate records. Preparing documentation for client meetings and reviews. Managing fund switches, withdrawals, transfers, and other policy servicing requests. Chasing outstanding information from clients and providers. Updating and maintaining Intelligent Office (IO) and internal systems. Ensuring all administration is completed accurately and in line with company procedures and regulatory requirements. Supporting advisers throughout the end-to-end client journey. Delivering exceptional client service at all times. What We're Looking For: Previous experience within an IFA Administration, Financial Planning Administration, or Wealth Management support role. Experience working closely with Financial Advisers and product providers. Strong organisational skills with excellent attention to detail. Ability to manage multiple tasks and prioritise workloads effectively. Excellent communication and client service skills. A proactive and professional approach to work. Good working knowledge of Microsoft Office applications. Experience using Intelligent Office (IO) or similar CRM systems. Desirable Skills: Progress towards the Level 4 Diploma in Regulated Financial Planning. Knowledge of pensions, investments, protection, and wealth management products. Experience supporting high-net-worth clients. Understanding of financial services regulatory requirements. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Laboratory Support Coordinator - Temporary We are currently recruiting for a Laboratory Support Coordinator to join a busy operational environment on a temporary basis. This is an excellent opportunity for an organised and proactive individual who enjoys providing administrative and operational support within a fast-paced setting. The Role of Laboratory Support Coordinator Working closely with the Support Services team, you will play a key role in ensuring the smooth day-to-day running of the site. This position requires strong organisational skills, excellent attention to detail, and the ability to manage multiple priorities. Key responsibilities will include: Providing administrative support to the wider support services function. Welcoming visitors to site and ensuring all site procedures are followed. Coordinating meeting room preparation and maintaining essential supplies. Managing and communicating incoming deliveries to relevant team members. Supporting procurement activities, including raising purchase orders and monitoring supplier contracts. Acting as a first point of contact for enquiries relating to orders, deliveries, goods and services. Assisting with general operational and service-related queries. Maintaining accurate records within internal systems and databases. Monitoring expenditure and maintaining up-to-date financial records. Producing and maintaining regular reports and administrative documentation. About You To be successful in this role, you will demonstrate: Strong communication skills with the ability to build relationships at all levels. A reliable, professional and customer-focused approach. Previous experience handling enquiries, accounts queries or payment-related administration. Confidence communicating both over the telephone and face-to-face. Excellent organisational and prioritisation skills. Strong attention to detail and data accuracy. Experience using databases, spreadsheets and internal systems. Previous experience using SAP would be advantageous, although not essential. This is a fantastic opportunity for an experienced administrator or coordinator looking to join a supportive team environment and make an immediate impact. Location: Huntingdon Salary: 28,080 per annum Contract: Full-time, 12-week temporary assignment Hours: 37 hours per week, Monday to Friday Anne Corder Recruitment Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying you will be registered as a candidate with Anne Corder Recruitment Ltd, your personal data may be added to our database as part of the application process. Our privacy policy is available on our website and explains how we will use your data. Your details will be reviewed by one of our Recruitment Partners and we will contact you again within 5 working days if your application is to be progressed further. Please note that we are not able to provide support with visa sponsorships and all applicants must be based in the UK and hold the valid right to work in the UK INDEEDCOMM

Facilities Administrator Hours: Monday to Friday, full-time hours. Salary: Up to £32,685 dependant on experience. Location: London This is a permanent role. Dynamite recruitment is working in partnership with a well-established organisation who are UK based. Due to a busy period out client is looking to recruit a Facilities Administrator/Helpdesk to start as soon as possible. As a Building and Facilities Coordinator , you will be responsible for: Supporting with building inspections (weekly and monthly). Ensuring that there is a safe and compliant workplace, including building fabric, equipment and proactively monitoring the condition of workplaces. Maintain workplace solutions stock levels. Take ownership of actions from building inspections or service requests and create action plans, including full resolution, or escalation. Ensure the safety and wellbeing of people working within our workplaces, working with other central services colleagues to deliver this. Enable the regular occurrence of annual audits (i.e. Fire Risk Assessments, H&S audits), by providing access to sites and relevant documentation. Implementing any recommendations, commissioning necessary works and reporting regularly on progress. Troubleshoot, triage and resolve calls, queries and requests via the Workplace Solutions Helpdesk, complying with SLAs. Escalate to third parties as appropriate. Contribute to any incident response, supporting with Business Continuity activity, working to minimise any impact on our customers. Responsible for the security of the buildings (opening and closing) Support procurement processes, including preparation of specification and tender documents where required. Be responsible for specific facilities services contract management, acting as a primary point of contact, understanding contract requirements, holding regular contract review meetings, escalating issues by exception. Day to day contractor management of all suppliers working onsite (including internal cleaners and Homecare colleagues) ensuring all necessary H&S and procurement requirements are undertaken. Carry out purchasing and invoicing processes in a timely and accurate manner. Understand and comply with Financial and Procurement regulations. The ideal Facilities Coordinator will have/be Good coordination experience Strong communications skills and experience Good administration skills and experience Self-motivated and enthusiastic with a solution focussed, positive can do, will do attitude, putting the customer at the heart of every interaction. will be able to work to deadlines Will have a keen eye for detail. Effective interpersonal skills: flexible and committed, enthusiastic, takes ownership, Good experience of Microsoft Office packages including Outlook, Word & Excel IOSH would be desirable but isn t essential. MUST BE ABLE TO DRIVE To be considered please submit your cv asap or email (url removed) for more information.

Sales admin London (Hybrid) About the Opportunity Join a high-growth investment manager overseeing for a diverse global client base. Working at the forefront of investment solutions, the business partners closely with financial advisers, wealth managers, and family offices to deliver innovative, resilient, and transparent strategies. This is an exceptional opportunity to become part of a collaborative, values-driven organisation where innovation, ownership, and continuous improvement are genuinely encouraged - and where your contribution directly impacts client experience and business success. The Team The Client Services function sits at the very heart of the business - a dynamic, fast-paced team that underpins day-to-day operations while acting as the primary point of contact for clients. You'll work alongside a high-performing team delivering best-in-class service to a broad client base including financial advisers, institutions, and high-net-worth individuals. The team plays a critical role not only in operational excellence but also in shaping and improving processes as the business continues to grow. The Role This is an outstanding entry or early-career opportunity to build a long-term career in financial services. You'll join a structured training and development programme designed to give you deep exposure to investment products, operational processes, and regulatory frameworks. With clear progression pathways and ongoing mentorship, you'll rapidly build both technical expertise and commercial awareness. The role offers a hybrid working model with a minimum of three days in a central London office. Key Responsibilities You'll gain hands-on experience across a broad range of operational and client-focused activities, including: Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations Process Improvement - Play an active role in identifying efficiencies and enhancing client experience Team Projects - Support broader initiatives and continuous improvement efforts across the function What We're Looking For We're looking for a driven and detail-oriented individual who is eager to learn and grow in a fast-paced financial services environment. You will bring: A proactive, "can-do" mindset with a strong sense of ownership Exceptional attention to detail and organisational skills The ability to remain calm and focused under pressure Strong communication skills and a collaborative approach A genuine interest in financial services (prior experience is beneficial but not essential) Intellectual curiosity and the confidence to ask questions and challenge effectively This role is ideal for someone who takes pride in delivering high-quality work and is motivated to continuously improve. What's On Offer A Culture That Values You Be part of an open, supportive environment where your voice is heard, your ideas matter, and your impact is recognised. Structured Training & Career Development Benefit from a comprehensive onboarding programme, ongoing training, and exposure across the business - giving you a clear platform for long-term career progression. Performance & Progression Join a meritocratic environment where high performance is rewarded with increased responsibility, visibility, and career advancement - regardless of tenure. Opportunity to Make an Impact Contribute to continuous improvement initiatives and play a meaningful role in shaping operational excellence and delivering outstanding client service. Diversity & Inclusion Applications are welcomed from all backgrounds. The organisation is committed to fostering a diverse and inclusive workplace where everyone can thrive. 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.

FRENCH SELECTION (FS) French speaking Debt Recovery Administrator Location: Harrogate Salary: around £30,000 per annum Ref: 5529F To apply using our preferred format, please visit French Selection UK website, go to the vacancies page, search job reference: 5529F The Company: International company providing office administration and operational assistance to businesses across various sectors Main duties: You will be recovering overdue customer payments by negotiating repayment solutions and maintaining accurate financial records. The Role: - Contact customers with overdue payments and manage account follow-ups - Negotiate repayment plans and agree suitable payment solutions - Maintain accurate customer files and update financial records and databases - Trace missing or uncontactable debtors using internal systems - Communicate financial information clearly and handle customer queries professionally The candidate: - Fluent in French (written and spoken) - Essential - Good numerical ability and confidence working with financial information - Confident communication with customers and colleagues - Proficient in Microsoft Office (Word, Excel, Outlook) - Proactive, adaptable and problem-solving mindset. Salary: around £30,000 per annum French Selection, leading UK-based consultancy specialising in the recruitment of bilingual and multilingual professionals for international business (industries and services). We are the leading recruitment consultancy for German, French, Italian and Spanish speaking positions. Also recruiting for positions with other languages such as Dutch, Polish, Portuguese, Scandinavian languages, Mandarin, Japanese and Arabic.

Advice Quality Assurance Technician - Bromsgrove, West Midlands Hybrid Competitive Salary up to £50,000 + Bonus Sector: Financial services / IFA / Compliance / Advice quality assurance We are working with one of the UK's largest independently owned financial advisory and wealth management firms - headquartered in Bromsgrove, West Midlands, with over £6 billion in client assets and a national network of 200+ accredited independent financial advisers - to recruit an Advice Quality Assurance Technician on a permanent, hybrid basis. This is a technical, compliance-focused role within the firm's Risk and Training and Competence (T&C) function. You will conduct pre-submission and post-submission advice quality audits across the IFA network, deliver constructive feedback to advisers, and support ongoing FCA regulatory activity. The role is well suited to an experienced Paraplanner, IFA Administrator, or compliance professional who wants to apply strong technical knowledge in a dedicated advice quality function. WHAT YOU WILL BE DOING Conducting pre- and post-submission advice quality audits in line with the firm's T&C Scheme Delivering clear, constructive written feedback to Financial Advisers following case assessments Handling day-to-day advice and regulatory queries from IFAs and internal teams - researching and providing accurate responses Processing new business concessions and ensuring accurate, timely recording Supporting past-business audits related to FCA Thematic Reviews Assisting with the periodic assessment of adviser eligibility for Competent Adviser Status (CAS) Maintaining CPD records and keeping technical knowledge of financial planning regulation current WHAT YOU WILL NEED Diploma in Financial Planning (DipPFS or equivalent) - minimum Experience in an IFA environment with strong technical knowledge of personal financial planning Working knowledge of FCA regulatory requirements - suitability, T&C Schemes, CAS, advice standards Excellent written communication and report-writing skills - accuracy and attention to detail essential Confident working independently, managing a varied caseload to deadlines BENEFITS Discretionary annual bonus Hybrid working Flexible holiday with buy and sell scheme + birthday off + long service days Contributory pension (Royal London) + death-in-service MediCash health and wellbeing cashback app - dental, optician, physio, gym Tailored professional development and qualification sponsorship Shopping and retailer discounts Annual Summer and Christmas events

Are you a detail-driven admin superstar who thrives in a fast-paced, people-focused environment? Time Appointments is working with a highly respected and growing financial services firm that's on the hunt for a Client Servicing Administrator to support their high-performing Private Client team. If you're looking for a role where your work truly makes a difference and every day brings something new - this could be the role for you! You'll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business. Key Duties & Responsibilities: Prepare comprehensive client review packs for upcoming meetings. Maintain accurate and up-to-date client records in line with internal processes. Liaise with third parties and internal departments to obtain information and answer client queries. Prioritise work effectively between emails, tasks, post, reviews and phone calls. Support, train, and mentor new team members to ensure smooth onboarding and development. Keep Financial Planners informed of progress and raise any concerns as needed. Assist with front-of-house duties during reception cover (breaks, sickness, annual leave). Contribute to the ongoing improvement of systems and processes by providing feedback. Ensure compliance by maintaining a clear audit trail and using systems accurately. Essential Skills & Attributes: Proven administrative or secretarial experience, ideally within financial services. Strong organisational skills with excellent attention to detail. Confident communicator - written and verbal. Proficient IT and data management skills. Ability to follow procedures and manage time effectively. Professional, trustworthy, and curious with a willingness to learn. GCSEs/A-Levels in English and Maths (or equivalent) In return, you will receive: 38 Days Annual Leave - incl. Christmas closure, your birthday off & bank holidays Fully Funded Training & Exams + Paid Study Leave Flexible Working & Free Parking 5% Employer Pension Contribution Profit Share Bonus & Length of Service Recognition Healthcare Benefits - Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare Wellbeing Perks - Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance Regular Social Events & 15% Discount on Legal Services

Band 3 Administrator, £12.75 per hour, Omagh, Immediate Start, Temporary for 3 months initially Your new company A public sector organisation is recruiting for a Band 3 Administrator based in Omagh. Your new role As a Contracting Services Administrator, you will provide essential administrative and coordination support to the contracting team, helping to ensure the effective management of service agreements and performance monitoring processes.Key responsibilities will include: Supporting the development, maintenance and review of service contracts across a range of care settings Assisting with contract renewals and updates in line with current legislation and service needs Maintaining contract monitoring systems, including performance and financial tracking spreadsheets Coordinating meetings, preparing agendas, taking minutes and supporting internal and external events Managing correspondence, diaries, filing systems and general administrative duties using Microsoft Office tools Supporting tendering processes and quality assurance reporting activities Liaising with internal stakeholders and external providers to ensure strong communication and smooth contract delivery This is a varied role that requires strong organisational skills and the ability to manage multiple priorities. What you'll need to succeed To be considered for this role, you will demonstrate: A minimum of 5 GCSEs (including English and Maths) plus at least 1 year's administrative experience, or 3+ years in a similar clerical role Strong organisational skills with the ability to prioritise workloads and meet deadlines Excellent communication skills, both written and verbal Proficiency in Microsoft Office, particularly Excel and Word The ability to work independently as well as part of a team High attention to detail and the ability to handle confidential information appropriately Desirable (but not essential): Experience working within a contracting, procurement or healthcare environment Previous experience supporting data tracking or reporting processes What you'll get in return Based in Omagh £12.75 per hour Temporary post for 3 months initially What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Our client has a successful and established family business in Wolverhampton and they are currently looking for an experienced FS Administrator to join the team The company has been established for over 20 years and the successful candidate will support a number of Financial Advisers within the business Duties include as an overview Client appointment confirmation Preparing meeting packs Update CRM system Fund switches NEW business and withdrawals input Supporting Advisers This is an office based role therefore the successful candidate will need to drive Base negotiable but circa £30-32000 plus benefits and the chance of an immediate start For more information call Jason at Astral

Goodman Masson are partnered with a highly respected, award-winning Multi-Academy Trust (MAT) in North London to find a skilled and proactive Finance Manager. Educating over 2,500 pupils across a close-knit family of primary and secondary schools, our client is dedicated to providing life-changing opportunities within vibrant, diverse communities. Recently recognised nationally for their exceptional educational outcomes and community outreach, they provide a highly collaborative and supportive central services team environment where your work directly impacts the success of young people. As the Finance Manager, you will support the monitoring and control of Trust spend, working closely with the Finance Director to successfully manage budgets and incoming resources, whilst delivering the highest standards of customer service to the academies in the Trust and other stakeholders. You will be responsible for the day-to-day finance transactions, including banking, management accounts review and reconciliation, debtor management and reporting, and the administration and development of the finance system. This includes close working with the Accounts Payable team to ensure robust financial control, compliance and efficiency across all academies within the Trust. You will provide a stable, flexible and resilient service that supports leadership in delivering value for money and strong financial stewardship across all income streams received by the Trust. Key Responsibilities: Financial Control & Accounting: Lead month-end close procedures, balance sheet reconciliations, and correction journals. Maintain the fixed asset register and calculate annual depreciation in line with academy financial reporting standards. Budgeting & Income Management: Partner with the Finance Director to advise academy budget holders, manage self-generated income streams (including debt management/reporting), and oversee compliance for the 6th form bursary payment process. Cash & Compliance: Direct daily banking reconciliations, cash-flow forecasting, and monthly VAT 126 return submissions to HMRC. Systems & Operational Support: Act as the super-user and administrator for the Trust s finance system providing training to staff and stepping in to support the Accounts Payable team during peak periods. Procurement: Oversee the Trust s centralised contract register to support timely renewals, compliance with procurement policy, and value-for-money principles. Audit & Governance: Assist in the preparation of monthly management accounts and support the internal scrutiny and external annual audit processes by providing clean evidence. Academy Partnering: Spend time out at the local academy sites to assist with school trip costings, build visibility, and strengthen financial understanding across the school. What You'll Need to Succeed: Sector Experience: Prior finance experience within an educational setting, academy trust, local authority, or the wider public/not-for-profit sector is highly desirable but not essential. Technical Strength: A strong foundation in management accounts preparation, balance sheet reconciliations, and financial control frameworks. System Savvy: Excellent IT skills, particularly with modern finance software/ERP systems, and the ability to train/support other users. Communication Skills: The ability to explain complex financial matters clearly to academic leaders and senior trustees who may not have a finance background. Flexibility: A collaborative mindset with a willingness to travel to different academy locations in North London as required. The Salary range is £45,000 - £53,000 + Excellent benefits including Local Government Pension Scheme. You will be predominately based in the trusts Head Office (Edmonton / Enfield area) with some travel to the academy sites which are local to the office. Applications are being reviewed on a rolling basis, therefore please apply ASAP with your CV to ensure you are considered.

Financial Planning Assistant/ PA North Bristol - Hybrid Working After Probation Salary: £28,000 - £35,000 depending on experience Looking to move into Wealth Planning? Do you currently work in Mortgage Admin or Pensions Admin or perhaps for a provider platform, investment managers or other areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of Financial services administration and client services support and who loves supporting a busy professional About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. You'll work closely with the adviser on a day-to-day basis This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position. Long-Term Career Development One of the most exciting aspects of this role is where it could lead. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. A move into Wealth planning administration/Paraplanning/adviser or practice manager is likely to arise over time as the business grows and as you develop competency in the intial support role. What We're Looking For This role could suit someone from a variety of professional services and financial services backgrounds You'll likely have: Excellent organisational skills Strong attention to detail Experience managing inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £35,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.

If delivering the right solutions for your clients is your top priority - based on a thorough understanding of your client's business, creative thinking and state-of-the-art systems then this could be the right opportunity for you. This global consultancy, operating from more than 700 global locations are currently looking to recruit an experienced DC Pensions / Employee Benefits Consultant to join their rapidly expanding team. Responsibilities will include servicing a portfolio of clients including undertaking renewals, collating and manipulating data, identifying of medical underwriting requirements, and processing medical underwriting and / or claims. The successful DC Pensions / Employee Benefits Consultant will be assisting in DC Pensions, the rebroking of Group Risk and Health Insurance policies including drafting of reports, attending meetings with clients, liaising with insurers and assisting with gathering market and product information. You will be undertaking project work and develop relationships with internal and external clients. APMI or good progress towards completion is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Rewards for the right candidate are a competitive basic salary and excellent benefits. This is your chance to be part of a company that has a strong brand name with excellent career opportunities. 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.

Experienced IFA Administrator A stable, long-term role within a small, friendly financial planning firm Location: Northampton Hours: Full-time, Monday to Friday, 9:00am-5:00pm (early finish Fridays at 1:00pm) Salary: 25,000 - 29,000 (depending on experience) Contract: Permanent The Opportunity We are recruiting an experienced IFA Administrator to join a well-established, close-knit financial planning business based in Northampton. This is a long-term, permanent position within a calm, professional and genuinely supportive office environment. You will be supporting a Financial Planner and working with a loyal client base, many of whom have been with the business for years. This role would suit someone who enjoys administration, takes pride in accuracy and consistency, and is looking for a stable role where they can settle in and become a valued part of a small team . There is no high-pressure culture here - just a well-run office, clear processes, and people who value reliability, trust and doing things properly. The Role You will play a key part in the smooth day-to-day running of the office, ensuring client records, applications and compliance processes are handled with care and attention to detail. Key responsibilities include: Preparing paperwork and information ahead of client meetings Liaising with product providers to obtain valuations, updates and supporting documentation Maintaining accurate and up-to-date client records and files Submitting and setting up new business applications Tracking application progress and following up where needed Ensuring all work is completed in line with FCA and compliance standards General office administration including post, scanning, filing and record keeping Providing consistent administrative support to the Financial Planner and wider team About You This role will suit someone who is organised, dependable and comfortable working in a structured environment. You will ideally have: A minimum of 3 years' experience in an administrative role Previous experience within financial services or IFA administration (highly desirable) Strong attention to detail and a methodical approach to work Confidence using Microsoft Word, Excel, Powerpoint and Outlook Good written and verbal communication skills The ability to manage your workload calmly and meet deadlines What's on Offer Salary of 25,000 - 29,000 , depending on experience 25 days holiday plus bank holidays 5% employer pension contribution (matched) Early finish every Friday (typically 1:00pm) A stable, supportive and friendly working environment A role where you can settle in long-term and feel genuinely valued Other names for this role include: IFA Administrator, Financial Services Administrator, Financial Planning Administrator, Client Services Administrator (Financial Services), Wealth Management Administrator, Financial Administrator. Impact Recruitment are a Recruitment Agency, working on behalf of their client.

About the Role Connect2Hackney is looking for a detail-oriented and financially astute Pension Fund Accounts Officer to join the London Borough of Hackney on an interim basis. Hackney is home to a diverse community and a thriving workforce. Behind our people is a robust Pension Fund valued at approximately £2.2 billion . We are looking for a dedicated professional to help steward these assets, ensuring that every penny is accounted for, reconciled, and reported with absolute precision. This is more than just a number-crunching role, it is a chance to work at the heart of the Council's financial reporting, interacting with high-level Fund Managers and supporting our commitment to responsible investment through ESG reporting. What You Will Be Doing Reporting to the Investment & Accounting Manager, you will play a pivotal role in the financial integrity of the Pension Fund. Your core responsibilities will include: Financial Reporting & Accounts Lead the compilation: You will work closely with the Manager to compile the Pension Fund Report & Accounts, ensuring all entries are accurate and timely. Ensure compliance: You will ensure our Report and Accounts meet all CIPFA reporting requirements and are produced to the highest standard. Manage the £2.2bn portfolio data: You will develop and prepare monthly transaction reports carried out by Fund Managers and the London CIV to ensure holdings are accurately reflected in the Statement of Accounts. Reconciliation & Control Complex Reconciliations: You will take ownership of complex reconciliations, ensuring they are recorded accurately within the Council's financial reporting systems. Suspense Accounts: You will be responsible for clearing Pension Fund suspense account items on a monthly basis, ensuring alignment with the chart of accounts. Audit Trail: You will maintain comprehensive working papers and documentation to create a full audit trail, acting as the primary point of contact for internal and external auditors to provide assurance on data quality. Operations & Liaison Stakeholder Management: You will liaise with Pension Fund Investment Managers, Custodians, and external Pension administrators to ensure data accuracy for reconciliations and journal entries. Transactional Duties: You will raise purchase orders, pay invoices, and act as the primary contact for invoice queries. ESG & Governance: You will assist the Assistant Director with the execution of passive equity voting and support the team with Environmental, Social, and Governance (ESG) reporting requirements. About You We are looking for someone with a strong background in financial accounting, preferably within a public sector or pension fund environment. To be successful in this role, you should have: Technical Proficiency: Experience with complex financial reconciliations, suspense accounts, and general ledger systems. Attention to Detail: The ability to maintain accurate working papers and handle large datasets (relating to our £2.2bn fund) with precision. Communication Skills: Confidence in liaising with external auditors, fund managers, and internal stakeholders. Knowledge: An understanding of CIPFA requirements and pension fund accounting is highly desirable. Why Connect with Hackney? By joining the Hackney network, you are joining a council that prides itself on being distinct, diverse, and dedicated to its residents. Impact: Work on a significant fund that supports the future of our workforce. Development: Gain exposure to high-level investment accounting and ESG reporting. Flexibility: We offer hybrid working arrangements to support your work-life balance. Benefits: Access to the Local Government Pension Scheme (LGPS) and a generous holiday allowance. Commercial Services Trading Ltd is acting as an Employment Business in relation to this vacancy.

Operations Administrator Location: Somerset Contract: Permanent Salary: 30,000 - 36,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently working on behalf of a client within the Financial Planning sector, who are looking to recruit an Operations Administrator to join their team. This is a varied, client-facing administrative role, supporting the smooth running of the office and providing key operational support across client administration, provider liaison, meeting preparation and day-to-day office duties. The role would suit someone highly organised, professional and comfortable working in a busy financial services environment where accuracy, communication and attention to detail are essential. Key Responsibilities Welcoming visitors and providing a professional front-of-house service Answering telephone calls, taking messages and maintaining phone logs Supporting meeting hospitality, including preparing rooms and refreshments Issuing client regulatory packs, appointment confirmations and client agreements Producing portfolio reports through Intelliflo Processing Letters of Authority and chasing providers for outstanding information Assisting with research using tools such as Iress Exchange, FE Analytics, Moneyfacts and provider websites Preparing client presentations, illustrations, agendas and supporting documentation Completing application forms, encashment forms and trust deed documentation Checking identity verification requirements Submitting transactions via platforms or paper-based processes Handling important client documents, including identity documents and certificates Maintaining business ledgers and updating client records on Intelliflo Liaising with providers, platforms and internal colleagues Managing incoming and outgoing post, scanning, filing and archiving records Supporting monthly client communications, newsletters, payslips and regular contribution updates Ordering office supplies and helping to maintain a clean, organised office environment Candidate Criteria Previous administration experience, ideally within Financial Planning, Wealth Management or Financial Services Strong organisational skills and the ability to manage a varied workload Excellent attention to detail and accuracy when handling client information Confident communication skills, both written and verbal Comfortable speaking with clients, providers and internal team members Experience using Intelliflo would be highly beneficial Good IT skills, including Microsoft Office and general office systems Ability to work well as part of a team and support colleagues across the business Professional, reliable and proactive approach to work If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.

Finance Administrator Location: London Contract: 12-Month Fixed-Term Contract Hybrid Working: 3 days in the office, 2 days working from home. We're working with a growing professional services business looking to add a Finance Administrator to its finance team on a 12-month fixed-term contract. This is a good opportunity for someone with finance or accounts experience who is looking to broaden their exposure across a busy finance function. You'll work closely with experienced finance professionals, gain involvement in a variety of accounting activities and have the opportunity to continue developing your skills within a supportive environment. Key Responsibilities Assist with the day-to-day running of the finance function, ensuring financial records are maintained accurately and efficiently. Support monthly accounting activities, including reconciliations, journal entries and reporting requirements. Produce regular financial reports and provide analysis to support business decision-making. Help monitor budgets and spending, working with stakeholders across the business to ensure costs are tracked effectively. Review, validate and process employee expenses in line with company policies and procedures. Manage supplier invoices and payment processes, investigating and resolving any queries that arise. Reconcile bank accounts and support the maintenance of accurate balance sheet records. Monitor operational data and internal reporting submissions, helping ensure information is complete and submitted on time. Contribute to finance improvement projects aimed at increasing efficiency, accuracy and reporting capability. Maintain finance systems and support process improvements across the wider team. Provide general administrative and operational support to the finance department as required About you: 1-2 years' experience in a finance, accounts or accounting support role. Good understanding of core accounting principles and finance processes. Strong Microsoft Excel skills. Experience processing invoices, expenses and reconciliations. Knowledge of Xero would be advantageous but is not essential. Studying towards, or interested in pursuing, an accounting qualification such as ACCA, ACA or CIMA. Inventum's approach to equity, diversity & inclusion Inventum Group seeks talent from the widest pool possible. We are committed to fair and equitable recruitment processes, regardless of applicant's background or characteristics, and we actively encourage applications from underrepresented and diverse talent. Please let us know if you require any adjustments to our application process. If you have any suggestions about how we can improve our processes, please do let us know - we want to do better. Inventum's approach to job applictions It is Inventum Group's policy, as a matter of courtesy, to respond to all applications within three working days. However because of the volume of applications, we are sometimes unable to respond to individual applicants. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future. Thank you.

Are you a Finance Administrator with an eye for detail and ready for something new? Our client, a lively company in Bootle, is on the hunt for a Finance Administrator to become part of their team. This gig gives you the chance to work in a flexible, hybrid setup where you can really make a difference. With a salary of 28,000 - 30,000 this role offers flexible working hours and a hybrid working model. You'll be part of a supportive team that values innovation and diversity. The client is a forward-thinking company that values its people and places a strong emphasis on doing the right thing. They have a dedicated team that shares a vision of creating exceptional products and services. The company is committed to fostering a diverse and inclusive workplace. As a Finance Administrator, you will: Reconcile payments, invoices, income, and receipts, and enter data into accounting software. Create and perform supplier payment runs. Monitor, reconcile, and report on employee expenses. Assist in the preparation of annual budgets and rolling forecasts. Verify company expenses, bank deposits, and payments. Ensure compliance with financial laws and regulations. Liaise with internal departments to support financial processes. Package and Benefits: The Finance Administrator role comes with: Annual salary of 28,000 - 30,000 Salary reviews every April. 25 days holiday, increasing with length of service, plus your birthday off. Life insurance and onsite parking. Loyalty schemes and a cash-care health plan. Buy and sell holidays option. Regular social events. The ideal Finance Administrator will have: Previous experience in a similar finance role. Strong Microsoft Office skills, particularly Excel. Excellent relationship-building skills across all levels. A detail-oriented and analytical mindset. A passion for customer experience and problem-solving. If you have experience or interest in roles such as Finance Assistant, Accounts Assistant, Financial Administrator, Bookkeeper, or Accounts Payable Clerk, this Finance Administrator position could be perfect for you. If you're ready to take the next step in your finance career and join a company that values innovation and diversity, apply for the Finance Administrator role. today call (url removed) for more information - (phone number removed) JL_FIN