An opportunity has arisen to join a well-established business, based in North Kent as an Accounts Administrator. This role would be Ideal for a candidate who has gained initial experience within an accounts/admin role and is now seeking the next step with an opportunity to take on further responsibility down the line. The successful candidate will be working in a medium size accounts team and be involved in a range of accounting and administrative duties, with a primary focus on invoicing. Duties include: Processing documentation and records accurately. Setting up and amending customer agreements. Updating and maintaining customer information on online portals. Raising and processing invoices. Generating invoice schedules and ensuring timely processing. Requesting and managing purchase orders for ongoing contracts. Providing support across the wider finance function, including: Purchase ledger duties. Coding and processing company card transactions. Updating cash flow information. Bank reconciliations. Credit control and debtor management. Suitable candidates will ideally have a foundation of accounts admin experience however graduates (relevant degree) with no experience will be considered. The role will start off handling basic accounting duties; however, over time you will be given more responsibilities and trained on other areas to add to your experience. This is a fully office-based role working a 40-hour week, Monday-Friday based in Dartford. The salary will be £27k - £30k depending on experience, 25 days holiday, parking on site, healthcare plan and pension scheme. A great opportunity for someone looking to take the next step in their accounts career! Please note, due to the expected high volume of applicants, only suitable candidates will be contacted.
Jun 20, 2026
Full time
An opportunity has arisen to join a well-established business, based in North Kent as an Accounts Administrator. This role would be Ideal for a candidate who has gained initial experience within an accounts/admin role and is now seeking the next step with an opportunity to take on further responsibility down the line. The successful candidate will be working in a medium size accounts team and be involved in a range of accounting and administrative duties, with a primary focus on invoicing. Duties include: Processing documentation and records accurately. Setting up and amending customer agreements. Updating and maintaining customer information on online portals. Raising and processing invoices. Generating invoice schedules and ensuring timely processing. Requesting and managing purchase orders for ongoing contracts. Providing support across the wider finance function, including: Purchase ledger duties. Coding and processing company card transactions. Updating cash flow information. Bank reconciliations. Credit control and debtor management. Suitable candidates will ideally have a foundation of accounts admin experience however graduates (relevant degree) with no experience will be considered. The role will start off handling basic accounting duties; however, over time you will be given more responsibilities and trained on other areas to add to your experience. This is a fully office-based role working a 40-hour week, Monday-Friday based in Dartford. The salary will be £27k - £30k depending on experience, 25 days holiday, parking on site, healthcare plan and pension scheme. A great opportunity for someone looking to take the next step in their accounts career! Please note, due to the expected high volume of applicants, only suitable candidates will be contacted.
Job Title: IFA Administrator Industry: Financial Advice Location: Warwick Salary: £26,000 - £30,000 Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Jun 20, 2026
Full time
Job Title: IFA Administrator Industry: Financial Advice Location: Warwick Salary: £26,000 - £30,000 Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Commercial Administrator (Hybrid) Birmingham £28,000 to £29k DOE Liberty Property Maintenance WPS are looking for a Commercial Administrator to join our growing responsive maintenance team. Are you an experienced Commercial Administrator looking to play a key role within a major local authority contract? We re recruiting for a newly created position supporting the Birmingham City Council contract, where you ll work closely with the Senior Commercial Manager and Quantity Surveyor to drive commercial performance, financial accuracy, and operational efficiencies. This is an opportunity to join a growing team and shape a role that is critical to the success of service delivery. The Role You ll take ownership of key commercial and financial administration activities, supporting both day-to-day operations and governance processes across the contract. Working across multiple workstreams, you ll ensure strong cost control, supply chain compliance and accurate financial reporting. Key Responsibilities Administering subcontractor accounts and documentation Managing purchase, subcontract, and sales ledgers Supporting supply chain management, including performance scoring and payment applications Raising and processing purchase orders (POs) Assisting with cash collection and cost control activities Conducting on-site material audits Supporting client quote production Assisting with supply chain onboarding and procurement processes Maintaining systems including COINS and client platforms (e.g. Maintain) Managing documentation and workflows via SharePoint Supporting governance, compliance, final accounts, and variations What We re Looking For Proven experience in a Commercial Admin / Finance Admin role within a responsive maintenance, construction, or infrastructure environment Ideally from a Responsive Maintenance background or experience working for subcontractors on Responsive Maintenance programmes within direct delivery models Strong understanding of purchase ledger, subcontractor processes, and cost control Experience using systems such as COINS, Maintain (highly desirable) A proactive, detail-oriented approach with strong organisational skills Confident working with stakeholders across commercial, operational, and supply chain teams Background in a direct labour or self-delivery environment is advantageous Working Pattern Hybrid: 3 days in the office, 2 days working from home Flexibility across locations including Redditch and Liverpool travel Why Apply? Be part of a new role with real impact on contract performance Join a supportive commercial team during a key transformation phase Gain exposure to major public sector contracts Career progression into Assistant QS pathway Work on a high-profile, long-term contract If you re a commercially minded administrator looking to grow your career within a structured and progressive environment, we d love to hear from you. Apply Today! Click Apply below to join Liberty as our Commercial Administrator. We look forward to hearing from you! Closing Date: ASAP (We may close early due to high demand) Given the nature of this position, you will need to undergo a Basic Disclosure and Barring Service Check (DBS) at offer stage. Applicants with criminal convictions will be assessed individually, and we assure you that we do not discriminate based on an applicant's criminal record or the details of any disclosed offenses. Additionally, certain roles may be subject to additional pre-employment checks. To learn more about the checks included in this process, please click on the following link: National Security Vetting
Jun 20, 2026
Full time
Commercial Administrator (Hybrid) Birmingham £28,000 to £29k DOE Liberty Property Maintenance WPS are looking for a Commercial Administrator to join our growing responsive maintenance team. Are you an experienced Commercial Administrator looking to play a key role within a major local authority contract? We re recruiting for a newly created position supporting the Birmingham City Council contract, where you ll work closely with the Senior Commercial Manager and Quantity Surveyor to drive commercial performance, financial accuracy, and operational efficiencies. This is an opportunity to join a growing team and shape a role that is critical to the success of service delivery. The Role You ll take ownership of key commercial and financial administration activities, supporting both day-to-day operations and governance processes across the contract. Working across multiple workstreams, you ll ensure strong cost control, supply chain compliance and accurate financial reporting. Key Responsibilities Administering subcontractor accounts and documentation Managing purchase, subcontract, and sales ledgers Supporting supply chain management, including performance scoring and payment applications Raising and processing purchase orders (POs) Assisting with cash collection and cost control activities Conducting on-site material audits Supporting client quote production Assisting with supply chain onboarding and procurement processes Maintaining systems including COINS and client platforms (e.g. Maintain) Managing documentation and workflows via SharePoint Supporting governance, compliance, final accounts, and variations What We re Looking For Proven experience in a Commercial Admin / Finance Admin role within a responsive maintenance, construction, or infrastructure environment Ideally from a Responsive Maintenance background or experience working for subcontractors on Responsive Maintenance programmes within direct delivery models Strong understanding of purchase ledger, subcontractor processes, and cost control Experience using systems such as COINS, Maintain (highly desirable) A proactive, detail-oriented approach with strong organisational skills Confident working with stakeholders across commercial, operational, and supply chain teams Background in a direct labour or self-delivery environment is advantageous Working Pattern Hybrid: 3 days in the office, 2 days working from home Flexibility across locations including Redditch and Liverpool travel Why Apply? Be part of a new role with real impact on contract performance Join a supportive commercial team during a key transformation phase Gain exposure to major public sector contracts Career progression into Assistant QS pathway Work on a high-profile, long-term contract If you re a commercially minded administrator looking to grow your career within a structured and progressive environment, we d love to hear from you. Apply Today! Click Apply below to join Liberty as our Commercial Administrator. We look forward to hearing from you! Closing Date: ASAP (We may close early due to high demand) Given the nature of this position, you will need to undergo a Basic Disclosure and Barring Service Check (DBS) at offer stage. Applicants with criminal convictions will be assessed individually, and we assure you that we do not discriminate based on an applicant's criminal record or the details of any disclosed offenses. Additionally, certain roles may be subject to additional pre-employment checks. To learn more about the checks included in this process, please click on the following link: National Security Vetting
Commercial Manager Horley / Gatwick (Office & Site-Based) 70,000 - 85,000 (DOE) + Package We are seeking an experienced and commercially astute Commercial Manager to join our team based near Horley / Gatwick . This is a senior leadership role with full responsibility for the commercial performance across both surveying and estimating functions , ensuring strong financial control, risk management, and delivery of profitable projects. The Role As Commercial Manager, you will lead and oversee the commercial operations across multiple projects, managing both the Surveying and Estimating teams while maintaining a strong focus on profitability, risk mitigation, and cashflow management . This is a hands-on leadership position reporting at Board level , requiring a confident decision-maker who can drive consistency and best practice across all commercial activities. Key Responsibilities Surveying Team Leadership Manage a team of 2 Surveyors and 1 Commercial Administrator Oversee monthly applications for payment Lead cashflow management , including payment and pay less notices Conduct account reviews and client meetings Prepare and negotiate final accounts Provide accurate reporting to Board level Estimating & Pre-Construction Oversight Review tender documentation and contract orders Ensure clear understanding of commercial terms and contract risks Identify key risks, red flags, and opportunities Support alignment between estimating and delivery teams Commercial Support to Estimating Oversee Estimating Manager, 2 Estimators, and 1 Junior Estimator Ensure consistency and accuracy across all tenders and estimates Drive a robust commercial approach across pre-construction activities Overall Commercial Responsibility Full ownership of live project commercial performance Protect margins and profitability Lead variation management and change control processes Oversee subcontract procurement and commercial compliance Maintain a strong commercial cash position across projects About You We're looking for a strong commercial leader with: Proven experience in a Commercial Manager or Senior QS role Background in construction / contracting environments Experience managing both surveying and estimating functions Strong knowledge of contracts, risk management, and commercial strategy Leadership experience managing multi-disciplinary teams Excellent communication skills with Board-level reporting capability A proactive, detail-driven mindset with a focus on delivery and results Working Hours 08:00 - 17:00 , Monday to Friday Primarily based at the Horley office , with travel to sites as required Salary & Benefits 70,000 - 85,000 (depending on experience) Company car allowance Bupa private healthcare (after 3 months) Pension scheme (auto-enrolment with employer contribution after 3 months) Travel expenses reimbursed (office and site travel) Bonus potential included Why Join Us? This is a fantastic opportunity to take ownership of a key commercial function within a growing business, influence strategic decisions at Board level, and shape the commercial success of a diverse project portfolio.
Jun 19, 2026
Full time
Commercial Manager Horley / Gatwick (Office & Site-Based) 70,000 - 85,000 (DOE) + Package We are seeking an experienced and commercially astute Commercial Manager to join our team based near Horley / Gatwick . This is a senior leadership role with full responsibility for the commercial performance across both surveying and estimating functions , ensuring strong financial control, risk management, and delivery of profitable projects. The Role As Commercial Manager, you will lead and oversee the commercial operations across multiple projects, managing both the Surveying and Estimating teams while maintaining a strong focus on profitability, risk mitigation, and cashflow management . This is a hands-on leadership position reporting at Board level , requiring a confident decision-maker who can drive consistency and best practice across all commercial activities. Key Responsibilities Surveying Team Leadership Manage a team of 2 Surveyors and 1 Commercial Administrator Oversee monthly applications for payment Lead cashflow management , including payment and pay less notices Conduct account reviews and client meetings Prepare and negotiate final accounts Provide accurate reporting to Board level Estimating & Pre-Construction Oversight Review tender documentation and contract orders Ensure clear understanding of commercial terms and contract risks Identify key risks, red flags, and opportunities Support alignment between estimating and delivery teams Commercial Support to Estimating Oversee Estimating Manager, 2 Estimators, and 1 Junior Estimator Ensure consistency and accuracy across all tenders and estimates Drive a robust commercial approach across pre-construction activities Overall Commercial Responsibility Full ownership of live project commercial performance Protect margins and profitability Lead variation management and change control processes Oversee subcontract procurement and commercial compliance Maintain a strong commercial cash position across projects About You We're looking for a strong commercial leader with: Proven experience in a Commercial Manager or Senior QS role Background in construction / contracting environments Experience managing both surveying and estimating functions Strong knowledge of contracts, risk management, and commercial strategy Leadership experience managing multi-disciplinary teams Excellent communication skills with Board-level reporting capability A proactive, detail-driven mindset with a focus on delivery and results Working Hours 08:00 - 17:00 , Monday to Friday Primarily based at the Horley office , with travel to sites as required Salary & Benefits 70,000 - 85,000 (depending on experience) Company car allowance Bupa private healthcare (after 3 months) Pension scheme (auto-enrolment with employer contribution after 3 months) Travel expenses reimbursed (office and site travel) Bonus potential included Why Join Us? This is a fantastic opportunity to take ownership of a key commercial function within a growing business, influence strategic decisions at Board level, and shape the commercial success of a diverse project portfolio.
Financial Planning Administrator - support 2 advisers Farnborough offices (Hampshire) £33k plus bonuses and benefits My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Financial Administrator in their Farnborough office who will work amongst a team of 10 other administrators of varying abilities and levels of experience. You will report into a dedicated Admin Team Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. Experience across onboarding new business, client servicing and annual reviews is welcomed. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 19, 2026
Full time
Financial Planning Administrator - support 2 advisers Farnborough offices (Hampshire) £33k plus bonuses and benefits My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Financial Administrator in their Farnborough office who will work amongst a team of 10 other administrators of varying abilities and levels of experience. You will report into a dedicated Admin Team Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. Experience across onboarding new business, client servicing and annual reviews is welcomed. If this role sounds of interest or any other roles I am working on please get in touch.
Financial Administrator (part-time, 3 days per week) Offices near Reigate/Redhill (Surrey) £30k - £40k basic salary (pro-rata) plus benefits Boutique IFA firm with 300 clients My client are an independent wealth planning firm. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex and London. In their current setup they manage the affairs of 300 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections et al. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a part-time Financial Planning Administrator who can assist with servicing their existing cases and supporting with all annual reviews in addition to an ever-increasing number of referrals and recommendations bringing in lots of new business. You will ideally be working Wednesday, Thursday and Fridays. You will have strong experience within a wealth planning firm and have a good knowledge of pensions and investments as this is the bulk of their business mix. You will be responsible for drafting LOA,s LOV's preparing meeting packs, preparing for reviews, processing any new business and ensuring the clean and organised running of the back-office system. You will be comfortable with all matters pertaining to the back-office support to Financial Advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 19, 2026
Full time
Financial Administrator (part-time, 3 days per week) Offices near Reigate/Redhill (Surrey) £30k - £40k basic salary (pro-rata) plus benefits Boutique IFA firm with 300 clients My client are an independent wealth planning firm. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex and London. In their current setup they manage the affairs of 300 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections et al. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a part-time Financial Planning Administrator who can assist with servicing their existing cases and supporting with all annual reviews in addition to an ever-increasing number of referrals and recommendations bringing in lots of new business. You will ideally be working Wednesday, Thursday and Fridays. You will have strong experience within a wealth planning firm and have a good knowledge of pensions and investments as this is the bulk of their business mix. You will be responsible for drafting LOA,s LOV's preparing meeting packs, preparing for reviews, processing any new business and ensuring the clean and organised running of the back-office system. You will be comfortable with all matters pertaining to the back-office support to Financial Advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Financial Services Administrator - Wanted - Immediate Start! Leicester Based Salary: £30,000-£35,000 Permanent, Full-Time Are you an experienced Financial Services Administrator? Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business. What's on Offer: Competitive salary 25 days annual leave plus bank holidays Company pension scheme Private medical insurance Qualifications Essential: Minimum 5 years' experience within a financial services role Strong understanding of financial planning processes and client documentation Excellent organisational skills with a high level of accuracy and attention to detail Desirable: Experience with financial planning tools, research software, or cashflow modelling systems Knowledge of investment, pension and protection products Roles & Responsibilities Act as the first point of contact for clients via telephone, email, and in person Manage incoming and outgoing correspondence, including post and electronic communications Maintain accurate client records and upload documentation to internal systems Liaise with providers to obtain policy information and progress outstanding requests Process letters of authority and maintain client documentation Support advisers with file preparation, client reviews, and post-meeting administration Prepare portfolio summaries, valuations, and annual review documentation Attend meetings when necessary to provide administrative support to advisers Requirements The successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast-paced financial services environment. About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Financial Services Administrator role is right for you - Click to apply below. To explore more roles available across the UK, please visit (url removed).
Jun 19, 2026
Full time
Financial Services Administrator - Wanted - Immediate Start! Leicester Based Salary: £30,000-£35,000 Permanent, Full-Time Are you an experienced Financial Services Administrator? Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business. What's on Offer: Competitive salary 25 days annual leave plus bank holidays Company pension scheme Private medical insurance Qualifications Essential: Minimum 5 years' experience within a financial services role Strong understanding of financial planning processes and client documentation Excellent organisational skills with a high level of accuracy and attention to detail Desirable: Experience with financial planning tools, research software, or cashflow modelling systems Knowledge of investment, pension and protection products Roles & Responsibilities Act as the first point of contact for clients via telephone, email, and in person Manage incoming and outgoing correspondence, including post and electronic communications Maintain accurate client records and upload documentation to internal systems Liaise with providers to obtain policy information and progress outstanding requests Process letters of authority and maintain client documentation Support advisers with file preparation, client reviews, and post-meeting administration Prepare portfolio summaries, valuations, and annual review documentation Attend meetings when necessary to provide administrative support to advisers Requirements The successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast-paced financial services environment. About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Financial Services Administrator role is right for you - Click to apply below. To explore more roles available across the UK, please visit (url removed).
Senior Administrator - Location: Sherborne (office-based, with occasional WFH) Candidates with solid admin experience in financial services, legal services, accountancy practices, private/family office environments etc. are examples of the types of professional services that could work for this role. Our client is a private Family Office supporting an entrepreneurial, high-net-worth family and their wider financial interests. They provide finance, tax and compliance support and are investing in new technologies, systems and processes to improve efficiency and controls. This role will be key in supporting our client's finance and compliance functions during a period of generational change. Reporting to the Office Manager, you'll split your time between project work (supporting system and process improvements) and hands-on administration. There is genuine scope to expand the role over time as new tools and workflows are implemented. Role details This is a full-time (38.75 hours per week) permanent role Monday to Friday, 08:30 to 17:15 with a one-hour unpaid lunch break Salary: 35,000- 40,000 per annum Office-based; occasional working from home may be available post-probation (subject to workload) Start date: ASAP Duties : Projects Support the Investment Accountant from research through to implementation Assist delivery and future administration of key efficiency projects: Global wealth reporting Investment and loan database Electronic invoice and credit card approval process Finance administration Support audit-driven administration as required Prepare and file senior management approval documentation Create and maintain investment, loan, property and mortgage files (electronic/paper) Collect, distribute and file investment statements; update records promptly Complete routine tasks in the accounting system (e.g., exchange rates, ledger reconciliations) Provide payment-processing cover for the finance team when needed Company secretarial / compliance support Maintain and circulate a weekly work-in-progress tracker Prepare and file statutory information within deadlines (e.g., Companies House and other bodies) Maintain the company secretarial database, statutory books and records Maintain registers (including past/present directorships) and monitor GDPR/ICO registers Prepare non-payroll ONS survey information for submission Administer domain registrations/renewals Office administration Provide cover for the Office Administrator as required Maintain key operational documents (bank mandates, cards in issue) Monitor credit/debit card expiry dates and diarise renewals Assist with monthly petty cash counts, filing and archiving Candidate profile At least 5 years' quality administrative experience (finance/corporate preferred) Highly organised; able to prioritise with high volumes of information Strong integrity and discretion with confidential information Excellent written and verbal communication; strong attention to detail Confident, tactful and able to work with a wide range of stakeholders Strong IT skills (MS Office essential); accounting software and AI tools advantageous Flexible, proactive and motivated by change and process improvement Team player who can also work independently Benefits / what they offer 10% employer pension contribution (salary sacrifice option available) 25 days holiday plus bank holidays Individual BUPA cover Life insurance (4x gross salary) Cycle to Work and electric car benefit schemes Car parking Annual salary and bonus review
Jun 19, 2026
Full time
Senior Administrator - Location: Sherborne (office-based, with occasional WFH) Candidates with solid admin experience in financial services, legal services, accountancy practices, private/family office environments etc. are examples of the types of professional services that could work for this role. Our client is a private Family Office supporting an entrepreneurial, high-net-worth family and their wider financial interests. They provide finance, tax and compliance support and are investing in new technologies, systems and processes to improve efficiency and controls. This role will be key in supporting our client's finance and compliance functions during a period of generational change. Reporting to the Office Manager, you'll split your time between project work (supporting system and process improvements) and hands-on administration. There is genuine scope to expand the role over time as new tools and workflows are implemented. Role details This is a full-time (38.75 hours per week) permanent role Monday to Friday, 08:30 to 17:15 with a one-hour unpaid lunch break Salary: 35,000- 40,000 per annum Office-based; occasional working from home may be available post-probation (subject to workload) Start date: ASAP Duties : Projects Support the Investment Accountant from research through to implementation Assist delivery and future administration of key efficiency projects: Global wealth reporting Investment and loan database Electronic invoice and credit card approval process Finance administration Support audit-driven administration as required Prepare and file senior management approval documentation Create and maintain investment, loan, property and mortgage files (electronic/paper) Collect, distribute and file investment statements; update records promptly Complete routine tasks in the accounting system (e.g., exchange rates, ledger reconciliations) Provide payment-processing cover for the finance team when needed Company secretarial / compliance support Maintain and circulate a weekly work-in-progress tracker Prepare and file statutory information within deadlines (e.g., Companies House and other bodies) Maintain the company secretarial database, statutory books and records Maintain registers (including past/present directorships) and monitor GDPR/ICO registers Prepare non-payroll ONS survey information for submission Administer domain registrations/renewals Office administration Provide cover for the Office Administrator as required Maintain key operational documents (bank mandates, cards in issue) Monitor credit/debit card expiry dates and diarise renewals Assist with monthly petty cash counts, filing and archiving Candidate profile At least 5 years' quality administrative experience (finance/corporate preferred) Highly organised; able to prioritise with high volumes of information Strong integrity and discretion with confidential information Excellent written and verbal communication; strong attention to detail Confident, tactful and able to work with a wide range of stakeholders Strong IT skills (MS Office essential); accounting software and AI tools advantageous Flexible, proactive and motivated by change and process improvement Team player who can also work independently Benefits / what they offer 10% employer pension contribution (salary sacrifice option available) 25 days holiday plus bank holidays Individual BUPA cover Life insurance (4x gross salary) Cycle to Work and electric car benefit schemes Car parking Annual salary and bonus review
Sewell Wallis is delighted to be recruiting on behalf of a well-established and highly respected charity supporting vulnerable people across South Yorkshire. With an annual turnover of approximately 10 million, our client provides vital services to vulnerable people, helping them build brighter, more independent futures. We are seeking an experienced and qualified Head of Finance to lead the organisation's finance function. Reporting directly to the CEO and forming part of the Senior Management Team, this is a key leadership role offering the opportunity to influence strategic decision-making while ensuring robust financial management and governance across the organisation. This position will suit a proactive and hands-on finance professional who enjoys working within a purpose-driven organisation and is confident leading a small finance team in a dynamic and evolving environment. What will you be doing? Leading and developing the Finance function, managing a team of four. Producing monthly management accounts, financial reports and analysis for the Senior Management Team and Board of Trustees Preparing annual budgets, forecasts and cash flow projections to support organisational planning and sustainable growth Monitoring organisational reserves and providing strategic financial insight to support decision-making Preparing statutory year-end accounts and acting as the key contact for external auditors Ensuring compliance with charity accounting requirements, statutory regulations and internal financial controls Overseeing the monthly payroll process, ensuring accuracy and compliance with HMRC, pension and other statutory obligations Supporting funding applications, tenders, contracts and grant reporting through the provision of financial information Driving continuous improvement across finance systems, controls and processes Working collaboratively with operational teams and non-finance stakeholders across the organisation What are we looking for? Fully qualified accountant (ACA, ACCA or CIMA) Previous experience leading a finance function at a senior level Experience managing and developing finance teams Strong management accounting, budgeting and financial reporting experience Experience preparing statutory accounts and managing external audit processes Strong understanding of financial controls, compliance and governance Advanced Microsoft Excel skills and experience using accounting systems Experience with QuickBooks and Sage Payroll would be beneficial What's on offer? Salary of 55,000 Hybrid working arrangement Flexible start and finish times 5% matched pension contribution Enhanced Westfield Health package Up to 30 days annual leave plus bank holidays The opportunity to play a key role in an organisation making a genuine difference to the lives of vulnerable people For more information, please apply below or contact Inci Evcil at Sewell Wallis for a confidential discussion. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Jun 19, 2026
Full time
Sewell Wallis is delighted to be recruiting on behalf of a well-established and highly respected charity supporting vulnerable people across South Yorkshire. With an annual turnover of approximately 10 million, our client provides vital services to vulnerable people, helping them build brighter, more independent futures. We are seeking an experienced and qualified Head of Finance to lead the organisation's finance function. Reporting directly to the CEO and forming part of the Senior Management Team, this is a key leadership role offering the opportunity to influence strategic decision-making while ensuring robust financial management and governance across the organisation. This position will suit a proactive and hands-on finance professional who enjoys working within a purpose-driven organisation and is confident leading a small finance team in a dynamic and evolving environment. What will you be doing? Leading and developing the Finance function, managing a team of four. Producing monthly management accounts, financial reports and analysis for the Senior Management Team and Board of Trustees Preparing annual budgets, forecasts and cash flow projections to support organisational planning and sustainable growth Monitoring organisational reserves and providing strategic financial insight to support decision-making Preparing statutory year-end accounts and acting as the key contact for external auditors Ensuring compliance with charity accounting requirements, statutory regulations and internal financial controls Overseeing the monthly payroll process, ensuring accuracy and compliance with HMRC, pension and other statutory obligations Supporting funding applications, tenders, contracts and grant reporting through the provision of financial information Driving continuous improvement across finance systems, controls and processes Working collaboratively with operational teams and non-finance stakeholders across the organisation What are we looking for? Fully qualified accountant (ACA, ACCA or CIMA) Previous experience leading a finance function at a senior level Experience managing and developing finance teams Strong management accounting, budgeting and financial reporting experience Experience preparing statutory accounts and managing external audit processes Strong understanding of financial controls, compliance and governance Advanced Microsoft Excel skills and experience using accounting systems Experience with QuickBooks and Sage Payroll would be beneficial What's on offer? Salary of 55,000 Hybrid working arrangement Flexible start and finish times 5% matched pension contribution Enhanced Westfield Health package Up to 30 days annual leave plus bank holidays The opportunity to play a key role in an organisation making a genuine difference to the lives of vulnerable people For more information, please apply below or contact Inci Evcil at Sewell Wallis for a confidential discussion. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Jun 19, 2026
Full time
Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme Pay rises per Chartered exam you complete My client arE a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 18, 2026
Full time
Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme Pay rises per Chartered exam you complete My client arE a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.
Administrator - Part Time Location: Dover Salary: £15,600 per annum Vacancy Type: Permanent, Part Time Looking for a part-time role where your organisational skills genuinely make a difference? Join a dedicated service delivering life-changing drug and alcohol recovery programmes across Dover and East Kent. As our Administrator, you ll be the backbone of the service, keeping operations running smoothly, data accurate and communication flowing so frontline teams can focus on supporting individuals in recovery. Fast-paced and varied, this role needs someone proactive, adaptable and confident managing multiple priorities. What you ll be doing: Maintaining efficient, organised and audit-ready administration systems Accurately collecting, inputting and monitoring statistical data Updating and managing case management systems (Neo360 & ILLY) Producing monthly monitoring reports and performance data Managing the general office telephone and handling enquiries professionally Taking minutes at team meetings and programme reviews Coordinating communication between Head Office and local services Ordering supplies and ensuring office equipment is fully operational Supporting service audits and escalating risks where appropriate Handling confidential information in line with data protection standards You ll thrive in this role if you: Are highly organised with strong attention to detail Can juggle multiple tasks in a busy environment Are confident using Microsoft Excel, Word and Outlook Have experience with data entry and reporting systems Communicate clearly and professionally at all levels Understand confidentiality and information governance requirements Build strong, positive working relationships Working Pattern This is a part-time, permanent role (21 hours per week): Tuesday: 13 00 Wednesday: 13 00 Thursday: 09 00 Friday: 12 00 Flexibility is required to provide occasional cover across East Kent sites if needed. If you re motivated, adaptable and ready to play a key role in a meaningful, community-focused service, we d love to hear from you. Apply now and help keep vital services strong, responsive and impactful. About Us We are The Forward Trust, the social enterprise with charitable status that empowers people to break the often interlinked cycles of crime and addiction to move forward with their lives. For more than 25 years we have been working with people to build positive and productive lives, whatever their past. We believe that anyone is capable of lasting change. Our services have supported thousands of people to make positive changes and build productive lives with a job, family, friends and a sense of community. We are committed to our cause and the work we carry out as a charity. Equally the wellbeing and the employees who work for us are also important. Joining us an employee, we will offer you the following benefits - Flexible working Training and development opportunities Simply Health Cashback Scheme (optional) Season Ticket Loan Scheme Cycle to work scheme Crisis Loan Scheme Electric Car Scheme 3 x Wellbeing Days (pro rata'd for part time employees) Access to Blue Light Card 25 days (rising to 30 with length of service) Annual Leave plus Bank Holidays Contributory Pension Scheme Employer matched contributions of up to 6% in the first two years service and up to 9% thereafter Death in Service Payment (2x annual salary) Critical Illness Insurance (subject to qualifying criteria) Please note that we may close this vacancy early if we receive a high volume of suitable applications. To Apply If you feel you are a suitable candidate and would like to work for Forward Trust, please click apply to be redirected to our website to complete your application.
Jun 18, 2026
Full time
Administrator - Part Time Location: Dover Salary: £15,600 per annum Vacancy Type: Permanent, Part Time Looking for a part-time role where your organisational skills genuinely make a difference? Join a dedicated service delivering life-changing drug and alcohol recovery programmes across Dover and East Kent. As our Administrator, you ll be the backbone of the service, keeping operations running smoothly, data accurate and communication flowing so frontline teams can focus on supporting individuals in recovery. Fast-paced and varied, this role needs someone proactive, adaptable and confident managing multiple priorities. What you ll be doing: Maintaining efficient, organised and audit-ready administration systems Accurately collecting, inputting and monitoring statistical data Updating and managing case management systems (Neo360 & ILLY) Producing monthly monitoring reports and performance data Managing the general office telephone and handling enquiries professionally Taking minutes at team meetings and programme reviews Coordinating communication between Head Office and local services Ordering supplies and ensuring office equipment is fully operational Supporting service audits and escalating risks where appropriate Handling confidential information in line with data protection standards You ll thrive in this role if you: Are highly organised with strong attention to detail Can juggle multiple tasks in a busy environment Are confident using Microsoft Excel, Word and Outlook Have experience with data entry and reporting systems Communicate clearly and professionally at all levels Understand confidentiality and information governance requirements Build strong, positive working relationships Working Pattern This is a part-time, permanent role (21 hours per week): Tuesday: 13 00 Wednesday: 13 00 Thursday: 09 00 Friday: 12 00 Flexibility is required to provide occasional cover across East Kent sites if needed. If you re motivated, adaptable and ready to play a key role in a meaningful, community-focused service, we d love to hear from you. Apply now and help keep vital services strong, responsive and impactful. About Us We are The Forward Trust, the social enterprise with charitable status that empowers people to break the often interlinked cycles of crime and addiction to move forward with their lives. For more than 25 years we have been working with people to build positive and productive lives, whatever their past. We believe that anyone is capable of lasting change. Our services have supported thousands of people to make positive changes and build productive lives with a job, family, friends and a sense of community. We are committed to our cause and the work we carry out as a charity. Equally the wellbeing and the employees who work for us are also important. Joining us an employee, we will offer you the following benefits - Flexible working Training and development opportunities Simply Health Cashback Scheme (optional) Season Ticket Loan Scheme Cycle to work scheme Crisis Loan Scheme Electric Car Scheme 3 x Wellbeing Days (pro rata'd for part time employees) Access to Blue Light Card 25 days (rising to 30 with length of service) Annual Leave plus Bank Holidays Contributory Pension Scheme Employer matched contributions of up to 6% in the first two years service and up to 9% thereafter Death in Service Payment (2x annual salary) Critical Illness Insurance (subject to qualifying criteria) Please note that we may close this vacancy early if we receive a high volume of suitable applications. To Apply If you feel you are a suitable candidate and would like to work for Forward Trust, please click apply to be redirected to our website to complete your application.
Credit Control Administrator Location: New Southgate Contract Type: 7-Month Contract Full-Time (8:30am - 5:00pm) - Office-based initially, transitioning to hybrid Salary: Up to £35,000 (pro rata) Additional details: Free on-site parking The Opportunity We are working with a well-established and growing business to recruit a Credit Control Administrator to join their Finance team on a 7-month contract. This is a fantastic opportunity for an organised and confident individual with strong communication skills to play a key role in maintaining cash flow and supporting customer relationships. Key Responsibilities Chase outstanding debts and manage aged receivables Liaise with customers and internal departments to resolve account queries Send statements, reminder letters, and copy invoices Investigate and resolve invoice disputes Raise credit notes where required Process payments, including credit cards and cheques Maintain accurate records across finance systems Support the wider finance team with ad hoc duties Skills Required: Credit control experience Experience using SAP (desirable not essential) A strong communicator with excellent interpersonal skills Confident but tactful when dealing with overdue accounts Highly organised with strong attention to detail Comfortable working with finance systems and databases Numerate with good problem-solving ability Able to work under pressure and meet deadlines Empathetic yet firm when handling customer situations
Jun 18, 2026
Full time
Credit Control Administrator Location: New Southgate Contract Type: 7-Month Contract Full-Time (8:30am - 5:00pm) - Office-based initially, transitioning to hybrid Salary: Up to £35,000 (pro rata) Additional details: Free on-site parking The Opportunity We are working with a well-established and growing business to recruit a Credit Control Administrator to join their Finance team on a 7-month contract. This is a fantastic opportunity for an organised and confident individual with strong communication skills to play a key role in maintaining cash flow and supporting customer relationships. Key Responsibilities Chase outstanding debts and manage aged receivables Liaise with customers and internal departments to resolve account queries Send statements, reminder letters, and copy invoices Investigate and resolve invoice disputes Raise credit notes where required Process payments, including credit cards and cheques Maintain accurate records across finance systems Support the wider finance team with ad hoc duties Skills Required: Credit control experience Experience using SAP (desirable not essential) A strong communicator with excellent interpersonal skills Confident but tactful when dealing with overdue accounts Highly organised with strong attention to detail Comfortable working with finance systems and databases Numerate with good problem-solving ability Able to work under pressure and meet deadlines Empathetic yet firm when handling customer situations
Finance Administrator Chesterfield, Derbyshire, Full-Time Permanent Position, Flexible Hybrid Working. Salary: Up to £34,000 (DOE) + Benefits Due to an uptake in growth and demand of clientele, a financial services provider is looking for experienced Finance Administrator or strong numerical and finance driven individual to join their team. This role as a Finance Administrator is a key part of the finance team, slotting in and responsible for processing a wide range of financial transactions, documentation and payments across the company. Ensuring accuracy, compliance, and timely execution of all related activities. The Role: Monitor and report on cash flow, balances, and transactions Reconcile and invest contributions and AVCs Prepare monthly accounts, journals, and reports Manage payments and AVC transactions Support banking, reconciliations, and audits while liaising with third parties Your Experience: AAT full or part-qualified, or with strong accounts experience Strong Excel, Word, and general IT skills Numerate, accurate, and detail-focused Clear communicator with strong interpersonal skills Organised, proactive, and able to manage priorities Team player with a problem-solving mindset Customer-focused approach AVC investment experience desirable Any pensions knowledge is desirable but not essential. Benefits: Flexible Annual Bonus scheme. 25-30 days holiday plus bank holidays. Wider progressional opportunities. Generous employer pension contributions. Life insurance cover. Enhanced family leave policies. Professional study support. Free on-site parking. Ready to take the next step in your career? Apply today and become part of our innovative team! If you're interested in the above and would like to learn and discuss more, reach out to (see below) Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason , please let us know when you apply or talk to the recruiters directly so we can support you.
Jun 18, 2026
Full time
Finance Administrator Chesterfield, Derbyshire, Full-Time Permanent Position, Flexible Hybrid Working. Salary: Up to £34,000 (DOE) + Benefits Due to an uptake in growth and demand of clientele, a financial services provider is looking for experienced Finance Administrator or strong numerical and finance driven individual to join their team. This role as a Finance Administrator is a key part of the finance team, slotting in and responsible for processing a wide range of financial transactions, documentation and payments across the company. Ensuring accuracy, compliance, and timely execution of all related activities. The Role: Monitor and report on cash flow, balances, and transactions Reconcile and invest contributions and AVCs Prepare monthly accounts, journals, and reports Manage payments and AVC transactions Support banking, reconciliations, and audits while liaising with third parties Your Experience: AAT full or part-qualified, or with strong accounts experience Strong Excel, Word, and general IT skills Numerate, accurate, and detail-focused Clear communicator with strong interpersonal skills Organised, proactive, and able to manage priorities Team player with a problem-solving mindset Customer-focused approach AVC investment experience desirable Any pensions knowledge is desirable but not essential. Benefits: Flexible Annual Bonus scheme. 25-30 days holiday plus bank holidays. Wider progressional opportunities. Generous employer pension contributions. Life insurance cover. Enhanced family leave policies. Professional study support. Free on-site parking. Ready to take the next step in your career? Apply today and become part of our innovative team! If you're interested in the above and would like to learn and discuss more, reach out to (see below) Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason , please let us know when you apply or talk to the recruiters directly so we can support you.
Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: Work closely with the consultants to support and ensure clients needs are met Preparation work for client meetings Attending clients meetings, taking meeting notes (on/off site) Coordinating action points from meetings and completing work required Responsible for communication with clients (phone calls/emails etc.) Researching and collation of information in relation to advice being given to clients Liaising with external providers on client queries Requesting illustrations required in respect of new and existing business Processing of new business completed in line with compliant procedures and policies Updating client records and electronic folders Ability to use cashflow modelling software to aid the wealth management and estate planning process The successful applicant will: Have a minimum 4-5 years experience in a similar role Possess an understanding of financial services including investments, pensions and estate planning Have excellent customer service skills and attention to detail Be able to proactively manage client affairs in a prompt and efficient manner Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment Be able to work in a team within an open office environment Be honest and resilient, with the ability to resolve issues sooner rather than later Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: Group Pension Life Assurance Income Protection Health Cash Plan Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you! If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Jun 18, 2026
Full time
Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: Work closely with the consultants to support and ensure clients needs are met Preparation work for client meetings Attending clients meetings, taking meeting notes (on/off site) Coordinating action points from meetings and completing work required Responsible for communication with clients (phone calls/emails etc.) Researching and collation of information in relation to advice being given to clients Liaising with external providers on client queries Requesting illustrations required in respect of new and existing business Processing of new business completed in line with compliant procedures and policies Updating client records and electronic folders Ability to use cashflow modelling software to aid the wealth management and estate planning process The successful applicant will: Have a minimum 4-5 years experience in a similar role Possess an understanding of financial services including investments, pensions and estate planning Have excellent customer service skills and attention to detail Be able to proactively manage client affairs in a prompt and efficient manner Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment Be able to work in a team within an open office environment Be honest and resilient, with the ability to resolve issues sooner rather than later Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: Group Pension Life Assurance Income Protection Health Cash Plan Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you! If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Sewell Wallis are currently working with a growing and well-established business based in Doncaster, South Yorkshire, who a recruiting an Accounts Assistant. This is an exciting opportunity to join an organisation that genuinely invests in its people and offers a collaborative, supportive working environment. Due to continued growth and a strong pipeline of work, they are looking to strengthen their finance team with an ambitious and proactive individual who is keen to develop their skills and build a long-term career within finance. Reporting into the Group Finance Manager, you'll play a key role in supporting the day-to-day finance function whilst gaining exposure to a broad range of accounting responsibilities. What will you be doing? Managing aspects of the sales ledger, purchase ledger and credit control functions. Reconciling company bank accounts and ensuring financial records remain accurate and up to date. Supporting purchase ledger activities, including invoice processing and supplier account management. Preparing subcontractor payment runs and maintaining accurate records. Producing CIS returns and supporting compliance requirements. Processing company credit card transactions and reconciliations. Maintaining company vehicle and associated finance records. Assisting with month-end processes and supporting the timely production of management information. Producing accurate financial reports and supporting analysis for management. Assisting with monthly cash flow forecasting and monitoring business performance. Supporting weekly payroll processes and subcontractor payments. Working closely with the wider finance team to continuously improve processes and controls. What skills are we looking for? A minimum of 5 years' experience within an accounts or finance role. Ideally AAT qualified, studying towards AAT or holding an equivalent qualification. Strong understanding of transactional finance processes, including sales ledger, purchase ledger and reconciliations. Excellent attention to detail and accuracy. Strong organisational skills with the ability to manage competing priorities. Good working knowledge of Microsoft Office, particularly Excel. Strong communication skills and a professional approach. Experience within the construction sector would be advantageous but is not essential. Proactive attitude with a willingness to learn and develop. What's on offer? 25 days annual leave plus bank holidays. Annual discretionary bonus scheme. Income protection and Employee Assistance Programme. Ongoing training and development opportunities. Company events and employee referral scheme. Long service awards. Free onsite parking. Opportunity to join a people-focused organisation with a strong culture and long-term career prospects. Stable, growing business with a supportive and collaborative team environment. If you're an experienced Accounts Assistant looking to join a business where your contribution is genuinely valued and where you can develop your career in a supportive environment, we'd love to hear from you. Please apply now or get in touch with Eleanor Kirk for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Jun 18, 2026
Full time
Sewell Wallis are currently working with a growing and well-established business based in Doncaster, South Yorkshire, who a recruiting an Accounts Assistant. This is an exciting opportunity to join an organisation that genuinely invests in its people and offers a collaborative, supportive working environment. Due to continued growth and a strong pipeline of work, they are looking to strengthen their finance team with an ambitious and proactive individual who is keen to develop their skills and build a long-term career within finance. Reporting into the Group Finance Manager, you'll play a key role in supporting the day-to-day finance function whilst gaining exposure to a broad range of accounting responsibilities. What will you be doing? Managing aspects of the sales ledger, purchase ledger and credit control functions. Reconciling company bank accounts and ensuring financial records remain accurate and up to date. Supporting purchase ledger activities, including invoice processing and supplier account management. Preparing subcontractor payment runs and maintaining accurate records. Producing CIS returns and supporting compliance requirements. Processing company credit card transactions and reconciliations. Maintaining company vehicle and associated finance records. Assisting with month-end processes and supporting the timely production of management information. Producing accurate financial reports and supporting analysis for management. Assisting with monthly cash flow forecasting and monitoring business performance. Supporting weekly payroll processes and subcontractor payments. Working closely with the wider finance team to continuously improve processes and controls. What skills are we looking for? A minimum of 5 years' experience within an accounts or finance role. Ideally AAT qualified, studying towards AAT or holding an equivalent qualification. Strong understanding of transactional finance processes, including sales ledger, purchase ledger and reconciliations. Excellent attention to detail and accuracy. Strong organisational skills with the ability to manage competing priorities. Good working knowledge of Microsoft Office, particularly Excel. Strong communication skills and a professional approach. Experience within the construction sector would be advantageous but is not essential. Proactive attitude with a willingness to learn and develop. What's on offer? 25 days annual leave plus bank holidays. Annual discretionary bonus scheme. Income protection and Employee Assistance Programme. Ongoing training and development opportunities. Company events and employee referral scheme. Long service awards. Free onsite parking. Opportunity to join a people-focused organisation with a strong culture and long-term career prospects. Stable, growing business with a supportive and collaborative team environment. If you're an experienced Accounts Assistant looking to join a business where your contribution is genuinely valued and where you can develop your career in a supportive environment, we'd love to hear from you. Please apply now or get in touch with Eleanor Kirk for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Job title: Client Services Assistant Location: Kendal Adecco is recruiting an Experienced Client Services Assistant to provide comprehensive administrative and client support. In this position, you will work closely with Financial Planners and Relationship Managers, under the guidance of the Manager of HR & Administration, ensuring that all activity aligns with responsible business practices and Consumer Duty principles. What You Will Do? Process new business, incremental business, surrenders, encashment, switches, and alterations to policies using company IT systems, ensuring accurate and timely completion. Follow each case from start to finish, issue policy documents and contract notes, and keep all company IT systems fully updated, including uploading and maintaining all scanned documents. Co-ordinate with providers regarding clients' change of address, Appointment/retirement of trustees, and any death cases, including liaison with legal parties where necessary. Prepare client files for Financial Planners, update client information on the IT system before meetings, insert the correct client pack, and highlight any outstanding compliance requirements in advance. Collate documents and illustrations for the financial plan, send and collate letters of authority and policy information, and obtain policy information and literature from the internet and other available sources. Handle enquiries from insurance companies and clients as far as possible, providing accurate information, escalating where appropriate, and recording relevant details on company IT systems. Check daily tasks on company IT systems, chase any outstanding entries, and obtain quotations as required for corporate clients in response to internal or external requests. Produce valuations for clients as required, taking into account each client's service standard, and accurately record all valuations and related notes on company IT systems. Update client Factfinds on the IT system after meetings, prepare clients' portfolios, set up all required information, and instigate PFP access with each client as appropriate. Chase Initial fees from providers to ensure company cash flow is not detrimentally impacted, and run and analyze client profit and loss reports to identify any areas where required income or fees are not being achieved. Cover reception when required to provide a professional and welcoming service, maintaining a tidy and organized client-facing area consistent with company standards. Identify any training and development needs required to meet the responsibilities of your role, and complete any additional tasks requested from time to time by management. Act as a Consumer Duty Champion on committees and across the business, ensuring decisions and priorities are aligned with Consumer Duty principles and supporting the implementation and annual review of the Consumer Duty framework. Your Skills Demonstrated experience with Basic Word, Excel and Outlook, using these tools confidently for document preparation, data handling, email, and calendar management in a professional environment. Excellent customer service skills (both internal and external), with the ability to manage client and colleague interactions professionally, tactfully, and in a manner that supports long-term business relationships. Excellent written and verbal communication skills, enabling you to draft clear correspondence, explain information accurately, and communicate effectively with providers, clients, colleagues, and management. Strong interpersonal skills, including the ability to work collaboratively, provide constructive feedback, recognize others' achievements, and avoid office politics or gossip in day-to-day interactions. At least 2 years relevant administrative experience, ideally within financial services or a similar professional environment, with evidence of working to defined processes and service standards. Willingness to participate in learning opportunities/events outside of usual work hours, demonstrating a proactive approach to maintaining product knowledge, system knowledge, and ongoing professional development. Business-like approach in both appearance and conduct, consistently behaving professionally, maintaining confidentiality regarding clients and colleagues, and not bringing the company into disrepute. Strong organizational skills, including the ability to prioritize daily activities, keep work and client areas clean and tidy, and respond efficiently and effectively to queries while meeting agreed SLA's. Proactive problem-solving mindset, taking ownership to minimize problems, researching solutions to challenges or issues, and maintaining a positive attitude to change and a 'Can Do' attitude. Flexible approach to tasks and working hours to ensure work is completed and business needs are met, fully supporting the Directors/Management Team and aligning your workload with the company's business strategy and goals. Benefits Annual leave is 22 days holidays + bank holidays + currently 3 additional days off between Christmas and New Year, providing a clearly defined and structured entitlement. The role is covered by a Death In service Scheme, offering a specified company-backed benefit in the event of employee death. Retirement provision includes a 3% company contribution Pension Scheme, giving a clearly stated employer pension contribution level. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 18, 2026
Full time
Job title: Client Services Assistant Location: Kendal Adecco is recruiting an Experienced Client Services Assistant to provide comprehensive administrative and client support. In this position, you will work closely with Financial Planners and Relationship Managers, under the guidance of the Manager of HR & Administration, ensuring that all activity aligns with responsible business practices and Consumer Duty principles. What You Will Do? Process new business, incremental business, surrenders, encashment, switches, and alterations to policies using company IT systems, ensuring accurate and timely completion. Follow each case from start to finish, issue policy documents and contract notes, and keep all company IT systems fully updated, including uploading and maintaining all scanned documents. Co-ordinate with providers regarding clients' change of address, Appointment/retirement of trustees, and any death cases, including liaison with legal parties where necessary. Prepare client files for Financial Planners, update client information on the IT system before meetings, insert the correct client pack, and highlight any outstanding compliance requirements in advance. Collate documents and illustrations for the financial plan, send and collate letters of authority and policy information, and obtain policy information and literature from the internet and other available sources. Handle enquiries from insurance companies and clients as far as possible, providing accurate information, escalating where appropriate, and recording relevant details on company IT systems. Check daily tasks on company IT systems, chase any outstanding entries, and obtain quotations as required for corporate clients in response to internal or external requests. Produce valuations for clients as required, taking into account each client's service standard, and accurately record all valuations and related notes on company IT systems. Update client Factfinds on the IT system after meetings, prepare clients' portfolios, set up all required information, and instigate PFP access with each client as appropriate. Chase Initial fees from providers to ensure company cash flow is not detrimentally impacted, and run and analyze client profit and loss reports to identify any areas where required income or fees are not being achieved. Cover reception when required to provide a professional and welcoming service, maintaining a tidy and organized client-facing area consistent with company standards. Identify any training and development needs required to meet the responsibilities of your role, and complete any additional tasks requested from time to time by management. Act as a Consumer Duty Champion on committees and across the business, ensuring decisions and priorities are aligned with Consumer Duty principles and supporting the implementation and annual review of the Consumer Duty framework. Your Skills Demonstrated experience with Basic Word, Excel and Outlook, using these tools confidently for document preparation, data handling, email, and calendar management in a professional environment. Excellent customer service skills (both internal and external), with the ability to manage client and colleague interactions professionally, tactfully, and in a manner that supports long-term business relationships. Excellent written and verbal communication skills, enabling you to draft clear correspondence, explain information accurately, and communicate effectively with providers, clients, colleagues, and management. Strong interpersonal skills, including the ability to work collaboratively, provide constructive feedback, recognize others' achievements, and avoid office politics or gossip in day-to-day interactions. At least 2 years relevant administrative experience, ideally within financial services or a similar professional environment, with evidence of working to defined processes and service standards. Willingness to participate in learning opportunities/events outside of usual work hours, demonstrating a proactive approach to maintaining product knowledge, system knowledge, and ongoing professional development. Business-like approach in both appearance and conduct, consistently behaving professionally, maintaining confidentiality regarding clients and colleagues, and not bringing the company into disrepute. Strong organizational skills, including the ability to prioritize daily activities, keep work and client areas clean and tidy, and respond efficiently and effectively to queries while meeting agreed SLA's. Proactive problem-solving mindset, taking ownership to minimize problems, researching solutions to challenges or issues, and maintaining a positive attitude to change and a 'Can Do' attitude. Flexible approach to tasks and working hours to ensure work is completed and business needs are met, fully supporting the Directors/Management Team and aligning your workload with the company's business strategy and goals. Benefits Annual leave is 22 days holidays + bank holidays + currently 3 additional days off between Christmas and New Year, providing a clearly defined and structured entitlement. The role is covered by a Death In service Scheme, offering a specified company-backed benefit in the event of employee death. Retirement provision includes a 3% company contribution Pension Scheme, giving a clearly stated employer pension contribution level. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Credit Control Administrator Location: New Southgate Contract Type: 7-Month Contract Full-Time (8:30am - 5:00pm) - Office-based initially, transitioning to hybrid Salary: Up to £35,000 (pro rata) Additional details: Free on-site parking The Opportunity We are working with a well-established and growing business to recruit a Credit Control Administrator to join their Finance team on a 7-month contract. This is a fantastic opportunity for an organised and confident individual with strong communication skills to play a key role in maintaining cash flow and supporting customer relationships. Key Responsibilities Chase outstanding debts and manage aged receivables Liaise with customers and internal departments to resolve account queries Send statements, reminder letters, and copy invoices Investigate and resolve invoice disputes Raise credit notes where required Process payments, including credit cards and cheques Maintain accurate records across finance systems Support the wider finance team with ad hoc duties Skills Required: Credit control experience Experience using SAP (desirable not essential) A strong communicator with excellent interpersonal skills Confident but tactful when dealing with overdue accounts Highly organised with strong attention to detail Comfortable working with finance systems and databases Numerate with good problem-solving ability Able to work under pressure and meet deadlines Empathetic yet firm when handling customer situations
Jun 18, 2026
Full time
Credit Control Administrator Location: New Southgate Contract Type: 7-Month Contract Full-Time (8:30am - 5:00pm) - Office-based initially, transitioning to hybrid Salary: Up to £35,000 (pro rata) Additional details: Free on-site parking The Opportunity We are working with a well-established and growing business to recruit a Credit Control Administrator to join their Finance team on a 7-month contract. This is a fantastic opportunity for an organised and confident individual with strong communication skills to play a key role in maintaining cash flow and supporting customer relationships. Key Responsibilities Chase outstanding debts and manage aged receivables Liaise with customers and internal departments to resolve account queries Send statements, reminder letters, and copy invoices Investigate and resolve invoice disputes Raise credit notes where required Process payments, including credit cards and cheques Maintain accurate records across finance systems Support the wider finance team with ad hoc duties Skills Required: Credit control experience Experience using SAP (desirable not essential) A strong communicator with excellent interpersonal skills Confident but tactful when dealing with overdue accounts Highly organised with strong attention to detail Comfortable working with finance systems and databases Numerate with good problem-solving ability Able to work under pressure and meet deadlines Empathetic yet firm when handling customer situations
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!
Jun 18, 2026
Full time
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!
Axon Moore are delighted to be recruiting for a newly created Billing Administrator position on behalf of a growing business that is continuing to invest heavily in its finance function following a sustained period of growth. Having visited the office and met the team, I can genuinely say this is a fantastic place to work. The atmosphere is incredibly positive, with a team that works hard, supports one another, and enjoys what they do. Culture and team fit are hugely important, and they've built an excellent team environment that they are keen to continue developing. This is an exciting opportunity to join a brand-new billing team and play a key role in supporting business cashflow through the accurate and timely processing of invoices. With multiple positions available, it's an excellent time to join the business and contribute to the growth of this newly established function. Location: North Manchester + Hybrid + Flexibility around start/finish times Salary: 30,000 - 33,000 Main duties: Manage the end-to-end billing process, producing and issuing accurate invoices in line with agreed contracts, rates and billing schedules. Run weekly and monthly billing cycles, ensuring all chargeable work is captured and invoiced promptly. Reconcile billing data, investigate discrepancies and maintain accurate customer and contract records. Act as the main point of contact for billing queries, working closely with customers and internal stakeholders to resolve issues efficiently. Process invoice adjustments, credit notes and re-bills while ensuring compliance with company procedures and financial controls. Support month-end activities, reporting requirements and ongoing improvements to billing processes. Candidate specification: Experience working within a billing, high invoicing or accounts receivable role. Strong attention to detail and a high degree of accuracy. Good Excel skills, including the ability to work with large volumes of data. Strong organisational skills and the ability to manage multiple priorities and deadlines. Excellent communication skills and a professional approach to resolving queries. INDFIN
Jun 18, 2026
Full time
Axon Moore are delighted to be recruiting for a newly created Billing Administrator position on behalf of a growing business that is continuing to invest heavily in its finance function following a sustained period of growth. Having visited the office and met the team, I can genuinely say this is a fantastic place to work. The atmosphere is incredibly positive, with a team that works hard, supports one another, and enjoys what they do. Culture and team fit are hugely important, and they've built an excellent team environment that they are keen to continue developing. This is an exciting opportunity to join a brand-new billing team and play a key role in supporting business cashflow through the accurate and timely processing of invoices. With multiple positions available, it's an excellent time to join the business and contribute to the growth of this newly established function. Location: North Manchester + Hybrid + Flexibility around start/finish times Salary: 30,000 - 33,000 Main duties: Manage the end-to-end billing process, producing and issuing accurate invoices in line with agreed contracts, rates and billing schedules. Run weekly and monthly billing cycles, ensuring all chargeable work is captured and invoiced promptly. Reconcile billing data, investigate discrepancies and maintain accurate customer and contract records. Act as the main point of contact for billing queries, working closely with customers and internal stakeholders to resolve issues efficiently. Process invoice adjustments, credit notes and re-bills while ensuring compliance with company procedures and financial controls. Support month-end activities, reporting requirements and ongoing improvements to billing processes. Candidate specification: Experience working within a billing, high invoicing or accounts receivable role. Strong attention to detail and a high degree of accuracy. Good Excel skills, including the ability to work with large volumes of data. Strong organisational skills and the ability to manage multiple priorities and deadlines. Excellent communication skills and a professional approach to resolving queries. INDFIN
