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client services administrator
Colbern Limited
Administrator
Colbern Limited Birkenhead, Merseyside
Placement and Brokerage Officer Birkenhead, Merseyside Contract £12.81 per hour Our client is looking for an experienced Placement and Brokerage Officer 2 days remote, 3 days in the office As a Placement & Brokerage Officer, you ll play a vital part in our Care Arrangement Team, coordinating timely and effective care packages for adults with assessed needs. You will be instrumental in supporting safe hospital discharges, brokering care that enables people to return home with the right support, and working closely with care providers to match individuals to services that meet their needs. This is one of many roles we are recruiting for please visit our website colbernlimited co uk Knowledge & Skills Excellent IT proficiency (Microsoft Office, Liquidlogic, E-Brokerage, Power BI). Skilled in analysing, interpreting, and presenting statistical data effectively. Capable of working to tight timescales Collaborative team member to ensure a seamless service delivery across service areas whilst working on a rota In-depth and demonstrable knowledge of relevant work practices, processes, and procedures, with the ability to support and guide others. Good communication skills and the ability to build strong, effective relationships and networks. Experience Essential Experience of Adult social Care environment Strong verbal and written communication skills, with the ability to convey complex information clearly and sensitively. Ability to manage competing priorities, meet deadlines, and maintain accurate records in a fast-paced environment. Confident in using digital systems for case management, communication, and data reporting. Professional Integrity: Commitment to confidentiality, equality, and continuous improvement. Desirable- Experience delivering health and social care services or advice PLEASE VISIT OUR WEBSITE FOR MORE OPPORTUNITIES colbernlimited co uk The first part of our recruitment process is to send your CV. Should you be short listed Colbern Limited will contact you within 5 days or we may contact you about other job opportunities. Colbern Limited along with our clients are an equal opportunities employer
Jun 15, 2026
Contractor
Placement and Brokerage Officer Birkenhead, Merseyside Contract £12.81 per hour Our client is looking for an experienced Placement and Brokerage Officer 2 days remote, 3 days in the office As a Placement & Brokerage Officer, you ll play a vital part in our Care Arrangement Team, coordinating timely and effective care packages for adults with assessed needs. You will be instrumental in supporting safe hospital discharges, brokering care that enables people to return home with the right support, and working closely with care providers to match individuals to services that meet their needs. This is one of many roles we are recruiting for please visit our website colbernlimited co uk Knowledge & Skills Excellent IT proficiency (Microsoft Office, Liquidlogic, E-Brokerage, Power BI). Skilled in analysing, interpreting, and presenting statistical data effectively. Capable of working to tight timescales Collaborative team member to ensure a seamless service delivery across service areas whilst working on a rota In-depth and demonstrable knowledge of relevant work practices, processes, and procedures, with the ability to support and guide others. Good communication skills and the ability to build strong, effective relationships and networks. Experience Essential Experience of Adult social Care environment Strong verbal and written communication skills, with the ability to convey complex information clearly and sensitively. Ability to manage competing priorities, meet deadlines, and maintain accurate records in a fast-paced environment. Confident in using digital systems for case management, communication, and data reporting. Professional Integrity: Commitment to confidentiality, equality, and continuous improvement. Desirable- Experience delivering health and social care services or advice PLEASE VISIT OUR WEBSITE FOR MORE OPPORTUNITIES colbernlimited co uk The first part of our recruitment process is to send your CV. Should you be short listed Colbern Limited will contact you within 5 days or we may contact you about other job opportunities. Colbern Limited along with our clients are an equal opportunities employer
Cranleigh Personnel
Wealth Planning Administrator
Cranleigh Personnel Fareham, Hampshire
Wealth Planning Administrator Fareham £28,000 - £35,000 (depending on experience) Full-time, office-based Bonus, private medical cover & 12:30pm finish every Friday Are you a wealth planning administrator looking for a company who really value and reward their team? Do you enjoy 1:1 support to advisers, building relationships with clients, and being involved in a varied role? Whether you're already working within wealth management administration or have strong administration experience in other areas - supporting professional or high-net-worth clients, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Fareham, currently made up of four Financial Advisers and a dedicated support team. The business operates a collaborative one-to-one structure, meaning each Wealth Planning Administrator works closely alongside a dedicated adviser, becoming a key part of both the client relationship and the wider advice process. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a real emphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role This is a varied and involved position where you'll play an important role in ensuring clients receive an excellent experience throughout their financial planning journey. You'll work closely with your adviser, supporting them across all aspects of client servicing and administration, while also liaising with the firm's outsourced paraplanning support. Your responsibilities will include: Managing adviser diaries and arranging client meetings Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What they're looking for This company is open-minded about background and experience. You may already be working as a Wealth Planning Administrator, IFA Administrator or Financial Services Administrator. Equally, you could come from a professional services environment and have strong administration experience supporting high-net-worth clients, account managers, consultants or advisers. The key qualities they're looking for are: Excellent organisational skills Strong attention to detail A client-focused approach Professional communication skills A positive and collaborative attitude A desire to learn and develop What's on offer? Salary of £28,000 - £35,000 depending on experience Discretionary bonus scheme Private medical healthcare Early finish every Friday (12:30pm) Full training and support Long-term progression opportunities into paraplanning or advice Friendly and supportive team culture Opportunity to work closely with clients and advisers and make a genuine impact If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, we'd love to hear from you.
Jun 15, 2026
Full time
Wealth Planning Administrator Fareham £28,000 - £35,000 (depending on experience) Full-time, office-based Bonus, private medical cover & 12:30pm finish every Friday Are you a wealth planning administrator looking for a company who really value and reward their team? Do you enjoy 1:1 support to advisers, building relationships with clients, and being involved in a varied role? Whether you're already working within wealth management administration or have strong administration experience in other areas - supporting professional or high-net-worth clients, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Fareham, currently made up of four Financial Advisers and a dedicated support team. The business operates a collaborative one-to-one structure, meaning each Wealth Planning Administrator works closely alongside a dedicated adviser, becoming a key part of both the client relationship and the wider advice process. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a real emphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role This is a varied and involved position where you'll play an important role in ensuring clients receive an excellent experience throughout their financial planning journey. You'll work closely with your adviser, supporting them across all aspects of client servicing and administration, while also liaising with the firm's outsourced paraplanning support. Your responsibilities will include: Managing adviser diaries and arranging client meetings Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What they're looking for This company is open-minded about background and experience. You may already be working as a Wealth Planning Administrator, IFA Administrator or Financial Services Administrator. Equally, you could come from a professional services environment and have strong administration experience supporting high-net-worth clients, account managers, consultants or advisers. The key qualities they're looking for are: Excellent organisational skills Strong attention to detail A client-focused approach Professional communication skills A positive and collaborative attitude A desire to learn and develop What's on offer? Salary of £28,000 - £35,000 depending on experience Discretionary bonus scheme Private medical healthcare Early finish every Friday (12:30pm) Full training and support Long-term progression opportunities into paraplanning or advice Friendly and supportive team culture Opportunity to work closely with clients and advisers and make a genuine impact If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, we'd love to hear from you.
Profiles Personnel Ltd
Pension & Investments Administrator
Profiles Personnel Ltd Farnham, Surrey
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants.Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parkingKey responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to FridayIf you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Jun 15, 2026
Full time
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants.Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parkingKey responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to FridayIf you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Office Angels
Sales Administrator - Hybrid role
Office Angels
Sales admin London (Hybrid) About the Opportunity Join a high-growth investment manager overseeing for a diverse global client base. Working at the forefront of investment solutions, the business partners closely with financial advisers, wealth managers, and family offices to deliver innovative, resilient, and transparent strategies. This is an exceptional opportunity to become part of a collaborative, values-driven organisation where innovation, ownership, and continuous improvement are genuinely encouraged - and where your contribution directly impacts client experience and business success. The Team The Client Services function sits at the very heart of the business - a dynamic, fast-paced team that underpins day-to-day operations while acting as the primary point of contact for clients. You'll work alongside a high-performing team delivering best-in-class service to a broad client base including financial advisers, institutions, and high-net-worth individuals. The team plays a critical role not only in operational excellence but also in shaping and improving processes as the business continues to grow. The Role This is an outstanding entry or early-career opportunity to build a long-term career in financial services. You'll join a structured training and development programme designed to give you deep exposure to investment products, operational processes, and regulatory frameworks. With clear progression pathways and ongoing mentorship, you'll rapidly build both technical expertise and commercial awareness. The role offers a hybrid working model with a minimum of three days in a central London office. Key Responsibilities You'll gain hands-on experience across a broad range of operational and client-focused activities, including: Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations Process Improvement - Play an active role in identifying efficiencies and enhancing client experience Team Projects - Support broader initiatives and continuous improvement efforts across the function What We're Looking For We're looking for a driven and detail-oriented individual who is eager to learn and grow in a fast-paced financial services environment. You will bring: A proactive, "can-do" mindset with a strong sense of ownership Exceptional attention to detail and organisational skills The ability to remain calm and focused under pressure Strong communication skills and a collaborative approach A genuine interest in financial services (prior experience is beneficial but not essential) Intellectual curiosity and the confidence to ask questions and challenge effectively This role is ideal for someone who takes pride in delivering high-quality work and is motivated to continuously improve. What's On Offer A Culture That Values You Be part of an open, supportive environment where your voice is heard, your ideas matter, and your impact is recognised. Structured Training & Career Development Benefit from a comprehensive onboarding programme, ongoing training, and exposure across the business - giving you a clear platform for long-term career progression. Performance & Progression Join a meritocratic environment where high performance is rewarded with increased responsibility, visibility, and career advancement - regardless of tenure. Opportunity to Make an Impact Contribute to continuous improvement initiatives and play a meaningful role in shaping operational excellence and delivering outstanding client service. Diversity & Inclusion Applications are welcomed from all backgrounds. The organisation is committed to fostering a diverse and inclusive workplace where everyone can thrive. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 15, 2026
Full time
Sales admin London (Hybrid) About the Opportunity Join a high-growth investment manager overseeing for a diverse global client base. Working at the forefront of investment solutions, the business partners closely with financial advisers, wealth managers, and family offices to deliver innovative, resilient, and transparent strategies. This is an exceptional opportunity to become part of a collaborative, values-driven organisation where innovation, ownership, and continuous improvement are genuinely encouraged - and where your contribution directly impacts client experience and business success. The Team The Client Services function sits at the very heart of the business - a dynamic, fast-paced team that underpins day-to-day operations while acting as the primary point of contact for clients. You'll work alongside a high-performing team delivering best-in-class service to a broad client base including financial advisers, institutions, and high-net-worth individuals. The team plays a critical role not only in operational excellence but also in shaping and improving processes as the business continues to grow. The Role This is an outstanding entry or early-career opportunity to build a long-term career in financial services. You'll join a structured training and development programme designed to give you deep exposure to investment products, operational processes, and regulatory frameworks. With clear progression pathways and ongoing mentorship, you'll rapidly build both technical expertise and commercial awareness. The role offers a hybrid working model with a minimum of three days in a central London office. Key Responsibilities You'll gain hands-on experience across a broad range of operational and client-focused activities, including: Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations Process Improvement - Play an active role in identifying efficiencies and enhancing client experience Team Projects - Support broader initiatives and continuous improvement efforts across the function What We're Looking For We're looking for a driven and detail-oriented individual who is eager to learn and grow in a fast-paced financial services environment. You will bring: A proactive, "can-do" mindset with a strong sense of ownership Exceptional attention to detail and organisational skills The ability to remain calm and focused under pressure Strong communication skills and a collaborative approach A genuine interest in financial services (prior experience is beneficial but not essential) Intellectual curiosity and the confidence to ask questions and challenge effectively This role is ideal for someone who takes pride in delivering high-quality work and is motivated to continuously improve. What's On Offer A Culture That Values You Be part of an open, supportive environment where your voice is heard, your ideas matter, and your impact is recognised. Structured Training & Career Development Benefit from a comprehensive onboarding programme, ongoing training, and exposure across the business - giving you a clear platform for long-term career progression. Performance & Progression Join a meritocratic environment where high performance is rewarded with increased responsibility, visibility, and career advancement - regardless of tenure. Opportunity to Make an Impact Contribute to continuous improvement initiatives and play a meaningful role in shaping operational excellence and delivering outstanding client service. Diversity & Inclusion Applications are welcomed from all backgrounds. The organisation is committed to fostering a diverse and inclusive workplace where everyone can thrive. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Reed
Mortgage Administrator - North Leicester - Salary up to £28,000
Reed Leicester, Leicestershire
Mortgage Administrator (Hybrid) Location: LeicestershireSalary: Up to £28,000 + BenefitsWorking Pattern: Hybrid The Role As a Mortgage Administrator, you will play a key role in supporting advisers and ensuring a smooth journey for clients from application through to completion. This is an excellent opportunity for someone with strong mortgage administrative skills who thrives in a fast-paced, customer-focused environment. Key Responsibilities Gathering and reviewing client documentation to support mortgage applications Maintaining accurate records and updating the CRM system Liaising with lenders, solicitors, and other third parties to progress cases Proactively chasing outstanding information and updates Keeping customers fully informed throughout the mortgage process Supporting advisers and ensuring cases progress efficiently to completion What We're Looking For Previous mortgage administrative experience Exceptional attention to detail and organisational skills Strong communication skills, both written and verbal Ability to manage multiple cases and prioritise workload effectively Proactive, reliable, and customer-focused approach What's on Offer Competitive salary up to £28,000 Hybrid working flexibility Supportive and collaborative team environment Opportunity to develop within the mortgage and financial services sector
Jun 15, 2026
Full time
Mortgage Administrator (Hybrid) Location: LeicestershireSalary: Up to £28,000 + BenefitsWorking Pattern: Hybrid The Role As a Mortgage Administrator, you will play a key role in supporting advisers and ensuring a smooth journey for clients from application through to completion. This is an excellent opportunity for someone with strong mortgage administrative skills who thrives in a fast-paced, customer-focused environment. Key Responsibilities Gathering and reviewing client documentation to support mortgage applications Maintaining accurate records and updating the CRM system Liaising with lenders, solicitors, and other third parties to progress cases Proactively chasing outstanding information and updates Keeping customers fully informed throughout the mortgage process Supporting advisers and ensuring cases progress efficiently to completion What We're Looking For Previous mortgage administrative experience Exceptional attention to detail and organisational skills Strong communication skills, both written and verbal Ability to manage multiple cases and prioritise workload effectively Proactive, reliable, and customer-focused approach What's on Offer Competitive salary up to £28,000 Hybrid working flexibility Supportive and collaborative team environment Opportunity to develop within the mortgage and financial services sector
GCB Recruitment
Financial Administrator
GCB Recruitment Warrington, Cheshire
Financial Administrator / Junior Paraplanner £25,000 Basic Medical Insurance + Career Progression Do you have a desire for a long-term career in financial services? And some financial services qualifications (or working towards)? Due to continued growth and ongoing success, we are working with a highly respected firm of Financial Advisers who are looking to add a Financial Administrator / Junior Paraplanner to their team. This is a development-focused role, ideal for someone with strong attention to detail, a willingness to learn, and a genuine interest in financial planning and advice. The Role As a Financial Administrator / Junior Paraplanner, you will: Review client cases and supporting documentation submitted by Financial Advisers Assist in the preparation of suitability reports and planning documentation Provide administrative support to Financial Advisers and Paraplanners Ensure all client records are accurate, compliant, and up to date Liaise with providers and clients where required to obtain outstanding information Support the wider advice process to ensure smooth case progression Develop technical knowledge with a view to progressing into paraplanning Financial Administrator / Junior Paraplanner requirements: Some financial services qualifications (or working towards) Strong interest in financial planning and long-term career development within the industry Excellent attention to detail and organisational skills Strong communication and customer service skills Proactive, reliable, and eager to learn Ability to work well within a team environment What's on Offer? £25,000 basic salary Pension scheme Private medical insurance Full training Clear career progression opportunity into a paraplanning role Supportive and professional working environment Exposure to all areas of financial planning and advice Working hours: Monday to Friday Full-time position Apply Today! If you are a motivated individual looking to start or develop your career in financial services as a Financial Administrator / Junior Paraplanner, we'd love to hear from you. Apply now, and we will review your application within 48 hours. Suitable candidates will be contacted directly.
Jun 15, 2026
Full time
Financial Administrator / Junior Paraplanner £25,000 Basic Medical Insurance + Career Progression Do you have a desire for a long-term career in financial services? And some financial services qualifications (or working towards)? Due to continued growth and ongoing success, we are working with a highly respected firm of Financial Advisers who are looking to add a Financial Administrator / Junior Paraplanner to their team. This is a development-focused role, ideal for someone with strong attention to detail, a willingness to learn, and a genuine interest in financial planning and advice. The Role As a Financial Administrator / Junior Paraplanner, you will: Review client cases and supporting documentation submitted by Financial Advisers Assist in the preparation of suitability reports and planning documentation Provide administrative support to Financial Advisers and Paraplanners Ensure all client records are accurate, compliant, and up to date Liaise with providers and clients where required to obtain outstanding information Support the wider advice process to ensure smooth case progression Develop technical knowledge with a view to progressing into paraplanning Financial Administrator / Junior Paraplanner requirements: Some financial services qualifications (or working towards) Strong interest in financial planning and long-term career development within the industry Excellent attention to detail and organisational skills Strong communication and customer service skills Proactive, reliable, and eager to learn Ability to work well within a team environment What's on Offer? £25,000 basic salary Pension scheme Private medical insurance Full training Clear career progression opportunity into a paraplanning role Supportive and professional working environment Exposure to all areas of financial planning and advice Working hours: Monday to Friday Full-time position Apply Today! If you are a motivated individual looking to start or develop your career in financial services as a Financial Administrator / Junior Paraplanner, we'd love to hear from you. Apply now, and we will review your application within 48 hours. Suitable candidates will be contacted directly.
Capio Recruitment Financial Planning
Financial Services Administrator
Capio Recruitment Financial Planning Lincoln, Lincolnshire
Financial Services Administrator Lincoln £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Jun 15, 2026
Full time
Financial Services Administrator Lincoln £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Capio Recruitment Financial Planning
Financial Services Administrator
Capio Recruitment Financial Planning Middlesbrough, Yorkshire
Financial Services Administrator Middlesbrough £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Jun 15, 2026
Full time
Financial Services Administrator Middlesbrough £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Simmons & Simmons
Senior Infrastructure Analyst
Simmons & Simmons Bristol, Gloucestershire
The role: We are looking for a Senior Cloud Infrastructure Analyst to join our IT department in Bristol. At Simmons & Simmons, technology is central to delivering exceptional client service. We are seeking a talented and motivated Senior Cloud Infrastructure Analyst to join our Platforms team and help build, automate and operate the Azure platform underpinning our applications and services. This is a hands-on engineering role focused on designing and delivering secure, scalable and resilient cloud solutions in Microsoft Azure, using Infrastructure as Code and CI/CD automation as the default approach. You will work closely with architects, security and application teams to implement cloud platform patterns and enable delivery teams to deploy safely and consistently. You will be required to act as senior technical authority within the platforms team, supporting decision-making, mentoring engineers, and shaping the Azure roadmap. What will you do: Azure Infrastructure as Code (IaC) & CI/CD automation Build, deploy, and maintain Azure infrastructure using IaC (Bicep and/or Terraform) with peer review and version control. Strong familiarity working in IaC and pipelines to ensure quality, security and adherence to baseline standards. Cloud reliability, operations & incident/problem support (engineering-led) Act as a senior escalation point for complex Azure platform incidents; leading to troubleshoot, perform root cause analysis, and implement sustainable fixes (automation over repeated manual intervention). Monitor and improve platform health using Azure observability tooling (e.g., Azure Monitor, Log Analytics/KQL, Application Insights, Science Logic), and improve alerting and diagnostics. Lead reliability and resilience improvements such as such as performance tuning, resource optimisation, cost optimization using FinOps and provide availability enhancements, aligned to our service- level expectations. A senior analyst is expected to be a point of contact and escalation at all times, taking ownership of incident management, while providing 3rd & 4th level and technical support. Any experience working within the Agile framework using Scrum. Security, compliance & governance Embed security controls and compliance checks into delivery pipelines (DevSecOps approach), ensuring cloud systems are configured securely and remain compliant. Contribute to platform governance initiatives such as naming/tagging conventions, logging standards, Key Vault/secret patterns, and controlled change via Github Push/Pull requests. Work closely with Security and CISO stakeholders and the wider networks team to maintain a strong and compliant security posture across our Azure public cloud. What we are looking for: The role deliberately covers a relatively broad brief of technologies, targeted at enabling effective communication and efficient working practices. We would expect the role holder to be able to demonstrate a skill base that spans a range of the following topics and, where necessary, to demonstrate the aptitude and desire to develop to meet the entire brief. Knowledge of a range of enterprise IT application technologies, including a demonstrated track record in operating and administering or working with infrastructure applications as part of the: Microsoft Application Stack such as Exchange 365; Active Directory, AD connect, Azure site recovery (ASR) and Azure Virtual Desktop (AVD) and Azure SQL. Experience of working with VMware vSphere, HPE Servers & Storage, upgrades and maintenance procedures. Hands-on experience engineering solutions in Microsoft Azure, including a solid understanding of Azure IaaS and PaaS services (e.g., VMs, Storage, App Services, Front Door, API Management, Azure Functions, Azure SQL, Azure Networking). Strong experience with Infrastructure as Code in either (Bicep and/or Terraform; ARM knowledge acceptable where relevant). Practical experience with Azure DevOps (Pipelines, Repos, CI/CD concepts) and Git-based version control. Azure networking knowledge including VNETs, vWAN, ExpressRoute, VPN gateways, hub-and-spoke, and traffic management concepts. Azure security fundamentals including Managed Identities, Key Vault, Conditional Access, Defender for Cloud/Security Centre. Strong scripting capability in PowerShell (and/or Bash), and the ability to automate operational tasks and deployments. Strong troubleshooting mindset: diagnosing complex issues and driving them to resolution with appropriate escalation and RCA. Clear communication skills, including the ability to explain technical topics in plain English in a professional services environment. A Strong problem-solver with proactive, engineering-led mindset. Self-motivated technical lead and mentor. Comfortable working as a senior engineer in a collaborative, geographically diverse and inclusive team. Preferably either: 5-years relevant experience working in a similar role, or a qualification in Computer Science or Engineering or Microsoft accredited Azure Certifications (e.g., Azure Administrator / DevOps / Cloud Engineering) and relevant experience working in a similar role. Excellent Knowledge of the Azure and Windows Stack. Career Level: The career level assigned to this role is level 3. The career level framework provides a formal structure for the business services functions at the firm. The framework, which ranges from level 1 to level 7, clearly defines the responsibilities, skills and competencies required at each level. Here at Simmons & Simmons: At Simmons, we are proud of our collaborative, open and non-hierarchical culture, where everyone is treated with respect and dignity and the wellbeing of our people is paramount. Our dynamic minds work as one integrated team, partnering with leading organisations on inspirational and thought-provoking projects that matter. From day one, irrespective of job title, qualification or background, everyone s voice is heard, and you are encouraged to have an enquiring mind and share ideas that drive the firm forward. Through innovative learning and development opportunities, you will have a platform to excel, exceed your career ambitions, and achieve things you never thought possible. Some key information: We offer a competitive package including bonuses dependant on role/level, private medical insurance and pension contribution. Our global skills academy provides our people, regardless of their role and location, with excellent learning opportunities (including live workshops, podcasts, short videos and practical learning experiences). We have adopted a hybrid working approach with a requirement for a minimum of three days in the office with flexibility dependant on role/team/client demands. We are proud to rank as a Times Top 50 Employer for Gender Equality, a Stonewall Top Global Employer, and a Top 75 Employer for Social Mobility. We have a range of social and sports committees, summer and winter parties and monthly get togethers. We have a range of diversity networks to connect people and celebrate our differences which is integral to our inclusive culture. All UK offices have their own artwork collections including Damien Hirst and Tracey Emin pieces in the London office. We have a long-standing history in supporting the art community especially up-and-coming artists. We have recently introduced a Strategic Advisory Council which is a mix of associates and business services who will propose strategic initiatives that align with our firm's mission and support the delivery of our business plan, shaping the future of our next-generation law firm. Our in-house generative AI tool, Percy, won the Innovation in Automation and AI Tools category at the 2024 FT Innovative Lawyers Europe Awards. This achievement highlights our commitment to technological innovation and client service. We have been commended in The Times Best Law Firms 2026 across three categories: construction, employment, and intellectual property. Our profile is highly positive, highlighting our sector specialisms and notable case and transactional work. Equal opportunities: We are committed to fostering equality, diversity and inclusion within our firm and to ensuring equal employment opportunities. We believe that this commitment creates a vibrant and rewarding work environment. We are therefore committed to: Upholding equal opportunities, regardless of race, ethnicity, religion, belief, age, disability, sexual orientation, sex, gender reassignment, gender identity, marital status, or pregnancy, including maternity and paternity. This commitment extends to addressing any instances of perceived or associative discrimination and harassment. We also ensure fair treatment during recruitment and selection processes for those who are serving or have served in the armed forces, along with their families. Accommodating requests for flexible working arrangements whenever possible. We encourage you to discuss your needs with us if this is something you require. Making our roles accessible to individuals with diverse abilities. If you need any reasonable adjustments during the recruitment process, please let us know so we can meet your needs. We offer a range of employee networks to support our colleagues . click apply for full job details
Jun 15, 2026
Full time
The role: We are looking for a Senior Cloud Infrastructure Analyst to join our IT department in Bristol. At Simmons & Simmons, technology is central to delivering exceptional client service. We are seeking a talented and motivated Senior Cloud Infrastructure Analyst to join our Platforms team and help build, automate and operate the Azure platform underpinning our applications and services. This is a hands-on engineering role focused on designing and delivering secure, scalable and resilient cloud solutions in Microsoft Azure, using Infrastructure as Code and CI/CD automation as the default approach. You will work closely with architects, security and application teams to implement cloud platform patterns and enable delivery teams to deploy safely and consistently. You will be required to act as senior technical authority within the platforms team, supporting decision-making, mentoring engineers, and shaping the Azure roadmap. What will you do: Azure Infrastructure as Code (IaC) & CI/CD automation Build, deploy, and maintain Azure infrastructure using IaC (Bicep and/or Terraform) with peer review and version control. Strong familiarity working in IaC and pipelines to ensure quality, security and adherence to baseline standards. Cloud reliability, operations & incident/problem support (engineering-led) Act as a senior escalation point for complex Azure platform incidents; leading to troubleshoot, perform root cause analysis, and implement sustainable fixes (automation over repeated manual intervention). Monitor and improve platform health using Azure observability tooling (e.g., Azure Monitor, Log Analytics/KQL, Application Insights, Science Logic), and improve alerting and diagnostics. Lead reliability and resilience improvements such as such as performance tuning, resource optimisation, cost optimization using FinOps and provide availability enhancements, aligned to our service- level expectations. A senior analyst is expected to be a point of contact and escalation at all times, taking ownership of incident management, while providing 3rd & 4th level and technical support. Any experience working within the Agile framework using Scrum. Security, compliance & governance Embed security controls and compliance checks into delivery pipelines (DevSecOps approach), ensuring cloud systems are configured securely and remain compliant. Contribute to platform governance initiatives such as naming/tagging conventions, logging standards, Key Vault/secret patterns, and controlled change via Github Push/Pull requests. Work closely with Security and CISO stakeholders and the wider networks team to maintain a strong and compliant security posture across our Azure public cloud. What we are looking for: The role deliberately covers a relatively broad brief of technologies, targeted at enabling effective communication and efficient working practices. We would expect the role holder to be able to demonstrate a skill base that spans a range of the following topics and, where necessary, to demonstrate the aptitude and desire to develop to meet the entire brief. Knowledge of a range of enterprise IT application technologies, including a demonstrated track record in operating and administering or working with infrastructure applications as part of the: Microsoft Application Stack such as Exchange 365; Active Directory, AD connect, Azure site recovery (ASR) and Azure Virtual Desktop (AVD) and Azure SQL. Experience of working with VMware vSphere, HPE Servers & Storage, upgrades and maintenance procedures. Hands-on experience engineering solutions in Microsoft Azure, including a solid understanding of Azure IaaS and PaaS services (e.g., VMs, Storage, App Services, Front Door, API Management, Azure Functions, Azure SQL, Azure Networking). Strong experience with Infrastructure as Code in either (Bicep and/or Terraform; ARM knowledge acceptable where relevant). Practical experience with Azure DevOps (Pipelines, Repos, CI/CD concepts) and Git-based version control. Azure networking knowledge including VNETs, vWAN, ExpressRoute, VPN gateways, hub-and-spoke, and traffic management concepts. Azure security fundamentals including Managed Identities, Key Vault, Conditional Access, Defender for Cloud/Security Centre. Strong scripting capability in PowerShell (and/or Bash), and the ability to automate operational tasks and deployments. Strong troubleshooting mindset: diagnosing complex issues and driving them to resolution with appropriate escalation and RCA. Clear communication skills, including the ability to explain technical topics in plain English in a professional services environment. A Strong problem-solver with proactive, engineering-led mindset. Self-motivated technical lead and mentor. Comfortable working as a senior engineer in a collaborative, geographically diverse and inclusive team. Preferably either: 5-years relevant experience working in a similar role, or a qualification in Computer Science or Engineering or Microsoft accredited Azure Certifications (e.g., Azure Administrator / DevOps / Cloud Engineering) and relevant experience working in a similar role. Excellent Knowledge of the Azure and Windows Stack. Career Level: The career level assigned to this role is level 3. The career level framework provides a formal structure for the business services functions at the firm. The framework, which ranges from level 1 to level 7, clearly defines the responsibilities, skills and competencies required at each level. Here at Simmons & Simmons: At Simmons, we are proud of our collaborative, open and non-hierarchical culture, where everyone is treated with respect and dignity and the wellbeing of our people is paramount. Our dynamic minds work as one integrated team, partnering with leading organisations on inspirational and thought-provoking projects that matter. From day one, irrespective of job title, qualification or background, everyone s voice is heard, and you are encouraged to have an enquiring mind and share ideas that drive the firm forward. Through innovative learning and development opportunities, you will have a platform to excel, exceed your career ambitions, and achieve things you never thought possible. Some key information: We offer a competitive package including bonuses dependant on role/level, private medical insurance and pension contribution. Our global skills academy provides our people, regardless of their role and location, with excellent learning opportunities (including live workshops, podcasts, short videos and practical learning experiences). We have adopted a hybrid working approach with a requirement for a minimum of three days in the office with flexibility dependant on role/team/client demands. We are proud to rank as a Times Top 50 Employer for Gender Equality, a Stonewall Top Global Employer, and a Top 75 Employer for Social Mobility. We have a range of social and sports committees, summer and winter parties and monthly get togethers. We have a range of diversity networks to connect people and celebrate our differences which is integral to our inclusive culture. All UK offices have their own artwork collections including Damien Hirst and Tracey Emin pieces in the London office. We have a long-standing history in supporting the art community especially up-and-coming artists. We have recently introduced a Strategic Advisory Council which is a mix of associates and business services who will propose strategic initiatives that align with our firm's mission and support the delivery of our business plan, shaping the future of our next-generation law firm. Our in-house generative AI tool, Percy, won the Innovation in Automation and AI Tools category at the 2024 FT Innovative Lawyers Europe Awards. This achievement highlights our commitment to technological innovation and client service. We have been commended in The Times Best Law Firms 2026 across three categories: construction, employment, and intellectual property. Our profile is highly positive, highlighting our sector specialisms and notable case and transactional work. Equal opportunities: We are committed to fostering equality, diversity and inclusion within our firm and to ensuring equal employment opportunities. We believe that this commitment creates a vibrant and rewarding work environment. We are therefore committed to: Upholding equal opportunities, regardless of race, ethnicity, religion, belief, age, disability, sexual orientation, sex, gender reassignment, gender identity, marital status, or pregnancy, including maternity and paternity. This commitment extends to addressing any instances of perceived or associative discrimination and harassment. We also ensure fair treatment during recruitment and selection processes for those who are serving or have served in the armed forces, along with their families. Accommodating requests for flexible working arrangements whenever possible. We encourage you to discuss your needs with us if this is something you require. Making our roles accessible to individuals with diverse abilities. If you need any reasonable adjustments during the recruitment process, please let us know so we can meet your needs. We offer a range of employee networks to support our colleagues . click apply for full job details
Sanderson Recruitment Plc
Senior Finance Administrator
Sanderson Recruitment Plc
Senior Finance Administrator Derbyshire, Full-Time Permanent Position, Flexible Hybrid Working. Salary: Up to £35,000 (DOE) + Benefits Due to an uptake in growth and demand of clientele, a leading financial services provider is looking for experienced financial individual to join their team. This role as a Senior Finance Administrator is a Crucial part of the finance team, responsible for overseeing and processing a wide range of financial transactions 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 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 15, 2026
Full time
Senior Finance Administrator Derbyshire, Full-Time Permanent Position, Flexible Hybrid Working. Salary: Up to £35,000 (DOE) + Benefits Due to an uptake in growth and demand of clientele, a leading financial services provider is looking for experienced financial individual to join their team. This role as a Senior Finance Administrator is a Crucial part of the finance team, responsible for overseeing and processing a wide range of financial transactions 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 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.
CGI
Facilities Support Administrator
CGI
Facilities Support Administrator Position Description At CGI, you will play a vital role in creating a safe, secure, and welcoming workplace that enables our people and clients to thrive. As a key on-site presence, you will help deliver seamless office operations while supporting physical security and workplace experience across multiple locations. Working collaboratively with facilities, security, and IT teams, you will contribute to high-quality environments that underpin business success. This role offers the opportunity to take ownership of day-to-day operations, bring a proactive and service-focused mindset, and make a tangible impact in maintaining the standards that define CGI's trusted and innovative approach. CGI was recognised in the Sunday Times Best Places to Work List 2025 and has been named a UK 'Best Employer' by the Financial Times. We offer a competitive salary, excellent pension, private healthcare, plus a share scheme (3.5% + 3.5% matching) which makes you a CGI Partner not just an employee. We are committed to inclusivity, building a genuinely diverse community of tech talent and inspiring everyone to pursue careers in our sector, including our Armed Forces, and are proud to hold a Gold Award in recognition of our support of the Armed Forces Corporate Covenant. Join us and you'll be part of an open, friendly community of experts. We'll train and support you in taking your career wherever you want it to go. This role is primarily based in Leeds but requires regular travel to other CGI offices across the Midlands and Scotland. Your future duties and responsibilities In this role, you will be the face of the office, ensuring a professional front-of-house experience while supporting the smooth day-to-day running of facilities and workplace services. You will take ownership of visitor management, office presentation, and operational coordination, helping to create an environment where employees and clients feel supported and productive. You will also contribute to maintaining a safe and secure workplace by supporting physical security processes, carrying out routine checks, and responding to incidents with professionalism and composure. Working across multiple CGI locations, you will collaborate with internal teams to ensure consistent standards, proactively identify improvements, and support business continuity through flexible on-site coverage. Deliver & Enhance front-of-house and workplace experience Manage & Coordinate visitor processes, access control, and meeting spaces Support & Maintain office operations, presentation, and facilities coordination Monitor & Uphold security procedures, checks, and compliance standards Respond & Escalate incidents, ensuring accurate reporting and resolution Collaborate & Communicate with facilities, IT, and security teams Travel & Support multi-site coverage to ensure operational continuity Required qualifications to be successful in this role You will bring a strong foundation in facilities, workplace support, or security operations, combined with a proactive and professional approach to service delivery. You should be comfortable working independently and across multiple locations, with excellent communication skills and a keen eye for detail. A willingness to travel and adapt to changing business needs is essential. You should have 1-5 years' experience in facilities, office support, or physical security roles Strong customer service skills with a professional and approachable manner Proven ability to manage tasks independently and maintain organised workspaces Basic understanding of workplace safety, security processes, and incident handling Experience maintaining records and supporting administrative processes Willingness to travel regularly, including overnight stays where required Relevant training (e.g. first aid, fire warden) or willingness to obtain Together, as owners, let's turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction. Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team-one of the largest IT and business consulting services firms in the world.
Jun 15, 2026
Full time
Facilities Support Administrator Position Description At CGI, you will play a vital role in creating a safe, secure, and welcoming workplace that enables our people and clients to thrive. As a key on-site presence, you will help deliver seamless office operations while supporting physical security and workplace experience across multiple locations. Working collaboratively with facilities, security, and IT teams, you will contribute to high-quality environments that underpin business success. This role offers the opportunity to take ownership of day-to-day operations, bring a proactive and service-focused mindset, and make a tangible impact in maintaining the standards that define CGI's trusted and innovative approach. CGI was recognised in the Sunday Times Best Places to Work List 2025 and has been named a UK 'Best Employer' by the Financial Times. We offer a competitive salary, excellent pension, private healthcare, plus a share scheme (3.5% + 3.5% matching) which makes you a CGI Partner not just an employee. We are committed to inclusivity, building a genuinely diverse community of tech talent and inspiring everyone to pursue careers in our sector, including our Armed Forces, and are proud to hold a Gold Award in recognition of our support of the Armed Forces Corporate Covenant. Join us and you'll be part of an open, friendly community of experts. We'll train and support you in taking your career wherever you want it to go. This role is primarily based in Leeds but requires regular travel to other CGI offices across the Midlands and Scotland. Your future duties and responsibilities In this role, you will be the face of the office, ensuring a professional front-of-house experience while supporting the smooth day-to-day running of facilities and workplace services. You will take ownership of visitor management, office presentation, and operational coordination, helping to create an environment where employees and clients feel supported and productive. You will also contribute to maintaining a safe and secure workplace by supporting physical security processes, carrying out routine checks, and responding to incidents with professionalism and composure. Working across multiple CGI locations, you will collaborate with internal teams to ensure consistent standards, proactively identify improvements, and support business continuity through flexible on-site coverage. Deliver & Enhance front-of-house and workplace experience Manage & Coordinate visitor processes, access control, and meeting spaces Support & Maintain office operations, presentation, and facilities coordination Monitor & Uphold security procedures, checks, and compliance standards Respond & Escalate incidents, ensuring accurate reporting and resolution Collaborate & Communicate with facilities, IT, and security teams Travel & Support multi-site coverage to ensure operational continuity Required qualifications to be successful in this role You will bring a strong foundation in facilities, workplace support, or security operations, combined with a proactive and professional approach to service delivery. You should be comfortable working independently and across multiple locations, with excellent communication skills and a keen eye for detail. A willingness to travel and adapt to changing business needs is essential. You should have 1-5 years' experience in facilities, office support, or physical security roles Strong customer service skills with a professional and approachable manner Proven ability to manage tasks independently and maintain organised workspaces Basic understanding of workplace safety, security processes, and incident handling Experience maintaining records and supporting administrative processes Willingness to travel regularly, including overnight stays where required Relevant training (e.g. first aid, fire warden) or willingness to obtain Together, as owners, let's turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction. Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team-one of the largest IT and business consulting services firms in the world.
Capio Recruitment Financial Planning
Financial Services Administrator
Capio Recruitment Financial Planning Egham, Surrey
Financial Services Administrator Egham £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Jun 15, 2026
Full time
Financial Services Administrator Egham £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Financial Divisions
Financial Planning Administrator - Boutique Wealth Planning Firm, Epsom/Ewell, Surrey
Financial Divisions Epsom, Surrey
Financial Planning Administrator - Boutique Wealth Planning Firm Location: Epsom/Ewell, Surrey Salary: £30,000 - £40,000 basic + equity stake + benefits Experience: Around 2 years in financial services Progression: Route to paraplanning, or grow as a career administrator It's not often an administrator role comes with an equity stake in the business - so this one's worth a proper look. My client is a boutique wealth planning firm in Epsom that's been quietly doing things well for many years. They provide whole-of-market advice to an interesting mix of private clients - City professionals, families, business owners, retirees and accumulators from the creative industries - many of them HNW with over £1m to invest. It's a small, close-knit setup: two established advisers and a support team who keep everything running smoothly, and they've built a genuinely excellent reputation off the back of it. The role This is a chance to work side by side with the Managing Director, supporting his 120 clients who hold anywhere from £300k to £2.5m in invested assets. You'll handle the administration end to end, pick up some basic paraplanning, and - importantly - be the main point of contact for his clients, so you'll get to know them properly rather than just processing their paperwork. Day to day that means client servicing, onboarding new business, preparing annual reviews, and generally mucking in wherever you're needed. It's a small business, and that's the appeal: you'll see how the whole thing works, not just one corner of it. About you You'll have around two years' experience in a financial planning or wealth management environment, and ideally some familiarity with Intelligent Office and Voyant cashflow modelling - though attitude and willingness to get stuck in count for a lot here. Whether you see your future in paraplanning or as a brilliant career administrator, this firm will back you either way - and the equity stake means you'll share in the success you help create. Sound like you? Get in touch with Jo at Financial Divisions - I'm happy to tell you more about this role or anything else I'm working on.
Jun 15, 2026
Full time
Financial Planning Administrator - Boutique Wealth Planning Firm Location: Epsom/Ewell, Surrey Salary: £30,000 - £40,000 basic + equity stake + benefits Experience: Around 2 years in financial services Progression: Route to paraplanning, or grow as a career administrator It's not often an administrator role comes with an equity stake in the business - so this one's worth a proper look. My client is a boutique wealth planning firm in Epsom that's been quietly doing things well for many years. They provide whole-of-market advice to an interesting mix of private clients - City professionals, families, business owners, retirees and accumulators from the creative industries - many of them HNW with over £1m to invest. It's a small, close-knit setup: two established advisers and a support team who keep everything running smoothly, and they've built a genuinely excellent reputation off the back of it. The role This is a chance to work side by side with the Managing Director, supporting his 120 clients who hold anywhere from £300k to £2.5m in invested assets. You'll handle the administration end to end, pick up some basic paraplanning, and - importantly - be the main point of contact for his clients, so you'll get to know them properly rather than just processing their paperwork. Day to day that means client servicing, onboarding new business, preparing annual reviews, and generally mucking in wherever you're needed. It's a small business, and that's the appeal: you'll see how the whole thing works, not just one corner of it. About you You'll have around two years' experience in a financial planning or wealth management environment, and ideally some familiarity with Intelligent Office and Voyant cashflow modelling - though attitude and willingness to get stuck in count for a lot here. Whether you see your future in paraplanning or as a brilliant career administrator, this firm will back you either way - and the equity stake means you'll share in the success you help create. Sound like you? Get in touch with Jo at Financial Divisions - I'm happy to tell you more about this role or anything else I'm working on.
Reed
Ifa Administrator upto 2 days home working
Reed Bristol, Somerset
IFA Support Administrator - Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture
Jun 15, 2026
Full time
IFA Support Administrator - Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture
Cranleigh Personnel
Remote SJP Wealth Planning Administrator
Cranleigh Personnel Guildford, Surrey
PA / Wealth Planning Administrator (Wealth Planning) FULLY REMOTE - SJP Partner Practice Salary: £35,000 - £45,000 depending upon experience About the Opportunity Our client is a successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As their Practice continues to expand, they are seeking an experienced PA/Administrator to join their team. The Role This role suits someone who is hands-on, highly organised and comfortable balancing providing 1-1 PA support to the MD with detailed administrative work. Key Responsibilities Provide high-level PA support to the Practice Principal Manage administration across reviews and servicing Communicate professionally with clients via email, phone and video Maintain accurate, compliant records using SJP systems Identify opportunities to refine processes and improve client experience Serve as escalation point for complex admin or service queries About You The ideal candidate will be an organised, confident communicator with a background within an SJP Partner Practice or a regulated financial services environment. Essential Skills & Experience Proven experience in a senior wealth planning administration position within an SJP practice Experience within an SJP Partner Practice Exceptional organisation and multitasking skills Excellent attention to detail Strong understanding of compliance, confidentiality and regulated environments Confident using remote working tools (Teams, Outlook, CRM systems, etc.) Personal Qualities Professional and client-focused Calm under pressure with a solutions-driven mindset Proactive, reliable and able to manage competing priorities Process-improver who enjoys driving efficiencies What Our Client Offers Fully remote working Fantastic and above average bonus scheme Professional development and access to SJP training Supportive, collaborative team culture
Jun 15, 2026
Full time
PA / Wealth Planning Administrator (Wealth Planning) FULLY REMOTE - SJP Partner Practice Salary: £35,000 - £45,000 depending upon experience About the Opportunity Our client is a successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As their Practice continues to expand, they are seeking an experienced PA/Administrator to join their team. The Role This role suits someone who is hands-on, highly organised and comfortable balancing providing 1-1 PA support to the MD with detailed administrative work. Key Responsibilities Provide high-level PA support to the Practice Principal Manage administration across reviews and servicing Communicate professionally with clients via email, phone and video Maintain accurate, compliant records using SJP systems Identify opportunities to refine processes and improve client experience Serve as escalation point for complex admin or service queries About You The ideal candidate will be an organised, confident communicator with a background within an SJP Partner Practice or a regulated financial services environment. Essential Skills & Experience Proven experience in a senior wealth planning administration position within an SJP practice Experience within an SJP Partner Practice Exceptional organisation and multitasking skills Excellent attention to detail Strong understanding of compliance, confidentiality and regulated environments Confident using remote working tools (Teams, Outlook, CRM systems, etc.) Personal Qualities Professional and client-focused Calm under pressure with a solutions-driven mindset Proactive, reliable and able to manage competing priorities Process-improver who enjoys driving efficiencies What Our Client Offers Fully remote working Fantastic and above average bonus scheme Professional development and access to SJP training Supportive, collaborative team culture
Simmons & Simmons
Infrastructure Analyst
Simmons & Simmons Bristol, Gloucestershire
The role: We are looking for a Cloud Infrastructure Analyst to join our IT department in Bristol. At Simmons & Simmons, technology is central to delivering exceptional client service. We are seeking a talented and motivated Cloud Infrastructure Analyst to join our Platforms team and help build, automate and operate the Azure platform underpinning our applications and services. This is a hands-on engineering role focused on designing and delivering secure, scalable and resilient cloud solutions in Microsoft Azure, using Infrastructure as Code and CI/CD automation as the default approach. You will work closely with architects, security and application teams to implement cloud platform patterns and enable delivery teams to deploy safely and consistently. What will you do: Azure Infrastructure as Code (IaC) & CI/CD automation Build, deploy, and maintain Azure infrastructure using IaC (Bicep and/or Terraform) with peer review and version control. Strong familiarity working in IaC and pipelines to ensure quality, security and adherence to baseline standards. Cloud reliability, operations & incident/problem support (engineering-led) Act as an escalation point for complex Azure platform issues; troubleshoot, perform root cause analysis, and implement sustainable fixes (automation over repeated manual intervention). Monitor and improve platform health using Azure observability tooling (e.g., Azure Monitor, Log Analytics/KQL, Application Insights, Science Logic), and improve alerting and diagnostics. Plan and implement operational improvements such as performance tuning, resource optimisation and resilience enhancements, aligned to service expectations. Any experience working within the Agile framework using Scrum. Security, compliance & governance Embed security controls and compliance checks into delivery pipelines (DevSecOps approach), ensuring cloud systems are configured securely and remain compliant. Contribute to platform governance initiatives such as naming/tagging conventions, logging standards, Key Vault/secret patterns, and controlled change via Github Push/Pull requests. Work closely with Security and CISO stakeholders and the wider networks team to maintain a strong and compliant security posture across our Azure public cloud subscription. Delivery collaboration & technical project contribution Collaborate with stakeholders, architects and engineers to translate requirements into Azure designs and deliver working solutions. Contribute to planning and execution of cloud-focused initiatives, identifying risks and dependencies early and supporting smooth transition into support. Maintain clear technical documentation (design notes, runbooks, standard operating procedures) in the team s knowledge base. What we are looking for: The role deliberately covers a relatively broad brief of technologies, targeted at enabling effective communication and efficient working practices. We would expect the role holder to be able to demonstrate a skill base that spans a range of the following topics and, where necessary, to demonstrate the aptitude and desire to develop to meet the entire brief. Knowledge of a range of enterprise IT application technologies, including a demonstrated track record in operating and administering or working with infrastructure applications as part of the: Microsoft Application Stack such as Exchange 365; Active Directory, AD connect, Azure site recovery (ASR), Azure Virtual Desktop (AVD) and Azure SQL. Experience of working with VMware vSphere, HPE Servers & Storage, upgrades and maintenance procedures. Hands-on experience engineering solutions in Microsoft Azure, including a solid understanding of Azure IaaS and PaaS services (e.g., VMs, Storage, App Services, Front Door, API Management, Azure Functions, Azure SQL, Azure Networking). Strong experience with PowerShell scripting and Infrastructure as Code in either (Bicep and/or Terraform; ARM knowledge acceptable where relevant). Practical experience with Azure DevOps (Pipelines, Repos, CI/CD concepts) and Git-based version control. Azure networking knowledge including VNETs, vWAN, ExpressRoute, VPN gateways, hub-and-spoke, and traffic management concepts. Azure security fundamentals including Managed Identities, Key Vault, Conditional Access, Defender for Cloud/Security Centre. Strong scripting capability in PowerShell (and/or Bash), and the ability to automate operational tasks and deployments. Strong troubleshooting mindset: diagnosing complex issues and driving them to resolution with appropriate escalation and RCA. Clear communication skills, including the ability to explain technical topics in plain English in a professional services environment. Preferably either: 5-years relevant experience working in a similar role, or a qualification in Computer Science or Engineering or Microsoft accredited Azure Certifications (e.g., Azure Administrator / DevOps / Cloud Engineering) and relevant experience working in a similar role. Excellent Knowledge of Microsoft Azure and Windows Stack. Career Level: The career level assigned to this role is level 3. The career level framework provides a formal structure for the business services functions at the firm. The framework, which ranges from level 1 to level 7, clearly defines the responsibilities, skills and competencies required at each level. Here at Simmons & Simmons: At Simmons, we are proud of our collaborative, open and non-hierarchical culture, where everyone is treated with respect and dignity and the wellbeing of our people is paramount. Our dynamic minds work as one integrated team, partnering with leading organisations on inspirational and thought-provoking projects that matter. From day one, irrespective of job title, qualification or background, everyone s voice is heard, and you are encouraged to have an enquiring mind and share ideas that drive the firm forward. Through innovative learning and development opportunities, you will have a platform to excel, exceed your career ambitions, and achieve things you never thought possible. Some key information: We offer a competitive package including bonuses dependant on role/level, private medical insurance and pension contribution. Our global skills academy provides our people, regardless of their role and location, with excellent learning opportunities (including live workshops, podcasts, short videos and practical learning experiences). We have adopted a hybrid working approach with a requirement for a minimum of three days in the office with flexibility dependant on role/team/client demands. We are proud to rank as a Times Top 50 Employer for Gender Equality, a Stonewall Top Global Employer, and a Top 75 Employer for Social Mobility. We have a range of social and sports committees, summer and winter parties and monthly get togethers. We have a range of diversity networks to connect people and celebrate our differences which is integral to our inclusive culture. All UK offices have their own artwork collections including Damien Hirst and Tracey Emin pieces in the London office. We have a long-standing history in supporting the art community especially up-and-coming artists. We have recently introduced a Strategic Advisory Council which is a mix of associates and business services who will propose strategic initiatives that align with our firm's mission and support the delivery of our business plan, shaping the future of our next-generation law firm. Our in-house generative AI tool, Percy, won the Innovation in Automation and AI Tools category at the 2024 FT Innovative Lawyers Europe Awards. This achievement highlights our commitment to technological innovation and client service. We have been commended in The Times Best Law Firms 2026 across three categories: construction, employment, and intellectual property. Our profile is highly positive, highlighting our sector specialisms and notable case and transactional work. Equal opportunities: We are committed to fostering equality, diversity and inclusion within our firm and to ensuring equal employment opportunities. We believe that this commitment creates a vibrant and rewarding work environment. We are therefore committed to: Upholding equal opportunities, regardless of race, ethnicity, religion, belief, age, disability, sexual orientation, sex, gender reassignment, gender identity, marital status, or pregnancy, including maternity and paternity. This commitment extends to addressing any instances of perceived or associative discrimination and harassment. We also ensure fair treatment during recruitment and selection processes for those who are serving or have served in the armed forces, along with their families. Accommodating requests for flexible working arrangements whenever possible. We encourage you to discuss your needs with us if this is something you require. Making our roles accessible to individuals with diverse abilities. If you need any reasonable adjustments during the recruitment process, please let us know so we can meet your needs. We offer a range of employee networks to support our colleagues. More information about these networks can be found in the D&I Information booklet that candidates are sent when invited to interview. . click apply for full job details
Jun 15, 2026
Full time
The role: We are looking for a Cloud Infrastructure Analyst to join our IT department in Bristol. At Simmons & Simmons, technology is central to delivering exceptional client service. We are seeking a talented and motivated Cloud Infrastructure Analyst to join our Platforms team and help build, automate and operate the Azure platform underpinning our applications and services. This is a hands-on engineering role focused on designing and delivering secure, scalable and resilient cloud solutions in Microsoft Azure, using Infrastructure as Code and CI/CD automation as the default approach. You will work closely with architects, security and application teams to implement cloud platform patterns and enable delivery teams to deploy safely and consistently. What will you do: Azure Infrastructure as Code (IaC) & CI/CD automation Build, deploy, and maintain Azure infrastructure using IaC (Bicep and/or Terraform) with peer review and version control. Strong familiarity working in IaC and pipelines to ensure quality, security and adherence to baseline standards. Cloud reliability, operations & incident/problem support (engineering-led) Act as an escalation point for complex Azure platform issues; troubleshoot, perform root cause analysis, and implement sustainable fixes (automation over repeated manual intervention). Monitor and improve platform health using Azure observability tooling (e.g., Azure Monitor, Log Analytics/KQL, Application Insights, Science Logic), and improve alerting and diagnostics. Plan and implement operational improvements such as performance tuning, resource optimisation and resilience enhancements, aligned to service expectations. Any experience working within the Agile framework using Scrum. Security, compliance & governance Embed security controls and compliance checks into delivery pipelines (DevSecOps approach), ensuring cloud systems are configured securely and remain compliant. Contribute to platform governance initiatives such as naming/tagging conventions, logging standards, Key Vault/secret patterns, and controlled change via Github Push/Pull requests. Work closely with Security and CISO stakeholders and the wider networks team to maintain a strong and compliant security posture across our Azure public cloud subscription. Delivery collaboration & technical project contribution Collaborate with stakeholders, architects and engineers to translate requirements into Azure designs and deliver working solutions. Contribute to planning and execution of cloud-focused initiatives, identifying risks and dependencies early and supporting smooth transition into support. Maintain clear technical documentation (design notes, runbooks, standard operating procedures) in the team s knowledge base. What we are looking for: The role deliberately covers a relatively broad brief of technologies, targeted at enabling effective communication and efficient working practices. We would expect the role holder to be able to demonstrate a skill base that spans a range of the following topics and, where necessary, to demonstrate the aptitude and desire to develop to meet the entire brief. Knowledge of a range of enterprise IT application technologies, including a demonstrated track record in operating and administering or working with infrastructure applications as part of the: Microsoft Application Stack such as Exchange 365; Active Directory, AD connect, Azure site recovery (ASR), Azure Virtual Desktop (AVD) and Azure SQL. Experience of working with VMware vSphere, HPE Servers & Storage, upgrades and maintenance procedures. Hands-on experience engineering solutions in Microsoft Azure, including a solid understanding of Azure IaaS and PaaS services (e.g., VMs, Storage, App Services, Front Door, API Management, Azure Functions, Azure SQL, Azure Networking). Strong experience with PowerShell scripting and Infrastructure as Code in either (Bicep and/or Terraform; ARM knowledge acceptable where relevant). Practical experience with Azure DevOps (Pipelines, Repos, CI/CD concepts) and Git-based version control. Azure networking knowledge including VNETs, vWAN, ExpressRoute, VPN gateways, hub-and-spoke, and traffic management concepts. Azure security fundamentals including Managed Identities, Key Vault, Conditional Access, Defender for Cloud/Security Centre. Strong scripting capability in PowerShell (and/or Bash), and the ability to automate operational tasks and deployments. Strong troubleshooting mindset: diagnosing complex issues and driving them to resolution with appropriate escalation and RCA. Clear communication skills, including the ability to explain technical topics in plain English in a professional services environment. Preferably either: 5-years relevant experience working in a similar role, or a qualification in Computer Science or Engineering or Microsoft accredited Azure Certifications (e.g., Azure Administrator / DevOps / Cloud Engineering) and relevant experience working in a similar role. Excellent Knowledge of Microsoft Azure and Windows Stack. Career Level: The career level assigned to this role is level 3. The career level framework provides a formal structure for the business services functions at the firm. The framework, which ranges from level 1 to level 7, clearly defines the responsibilities, skills and competencies required at each level. Here at Simmons & Simmons: At Simmons, we are proud of our collaborative, open and non-hierarchical culture, where everyone is treated with respect and dignity and the wellbeing of our people is paramount. Our dynamic minds work as one integrated team, partnering with leading organisations on inspirational and thought-provoking projects that matter. From day one, irrespective of job title, qualification or background, everyone s voice is heard, and you are encouraged to have an enquiring mind and share ideas that drive the firm forward. Through innovative learning and development opportunities, you will have a platform to excel, exceed your career ambitions, and achieve things you never thought possible. Some key information: We offer a competitive package including bonuses dependant on role/level, private medical insurance and pension contribution. Our global skills academy provides our people, regardless of their role and location, with excellent learning opportunities (including live workshops, podcasts, short videos and practical learning experiences). We have adopted a hybrid working approach with a requirement for a minimum of three days in the office with flexibility dependant on role/team/client demands. We are proud to rank as a Times Top 50 Employer for Gender Equality, a Stonewall Top Global Employer, and a Top 75 Employer for Social Mobility. We have a range of social and sports committees, summer and winter parties and monthly get togethers. We have a range of diversity networks to connect people and celebrate our differences which is integral to our inclusive culture. All UK offices have their own artwork collections including Damien Hirst and Tracey Emin pieces in the London office. We have a long-standing history in supporting the art community especially up-and-coming artists. We have recently introduced a Strategic Advisory Council which is a mix of associates and business services who will propose strategic initiatives that align with our firm's mission and support the delivery of our business plan, shaping the future of our next-generation law firm. Our in-house generative AI tool, Percy, won the Innovation in Automation and AI Tools category at the 2024 FT Innovative Lawyers Europe Awards. This achievement highlights our commitment to technological innovation and client service. We have been commended in The Times Best Law Firms 2026 across three categories: construction, employment, and intellectual property. Our profile is highly positive, highlighting our sector specialisms and notable case and transactional work. Equal opportunities: We are committed to fostering equality, diversity and inclusion within our firm and to ensuring equal employment opportunities. We believe that this commitment creates a vibrant and rewarding work environment. We are therefore committed to: Upholding equal opportunities, regardless of race, ethnicity, religion, belief, age, disability, sexual orientation, sex, gender reassignment, gender identity, marital status, or pregnancy, including maternity and paternity. This commitment extends to addressing any instances of perceived or associative discrimination and harassment. We also ensure fair treatment during recruitment and selection processes for those who are serving or have served in the armed forces, along with their families. Accommodating requests for flexible working arrangements whenever possible. We encourage you to discuss your needs with us if this is something you require. Making our roles accessible to individuals with diverse abilities. If you need any reasonable adjustments during the recruitment process, please let us know so we can meet your needs. We offer a range of employee networks to support our colleagues. More information about these networks can be found in the D&I Information booklet that candidates are sent when invited to interview. . click apply for full job details
mbf.
Financial Planning Administrator
mbf. Berkhamsted, Hertfordshire
Berkhamsted, Hertfordshire £25,000 - £32,000 + Bonus + Excellent Benefits Hybrid Working Available A well-established and highly respected Wealth Management and Financial Planning firm is seeking a Financial Planning Administrator to join its growing team in Berkhamsted. This is an excellent opportunity for an individual currently working within a Financial Planning Administration role, or someone with previous experience in financial services administration, who is looking to join a professional, supportive, and forward-thinking organisation offering genuine career development opportunities. Working closely with Financial Planners and a team of experienced colleagues, you will play a key role in delivering high-quality administrative support and ensuring an excellent client experience throughout the advice process. Key Responsibilities Processing Letters of Authority End-to-end new business administration Preparing application forms and implementing new business on platforms Processing fund switches and related transactions Obtaining information from product providers Managing and chasing business pipelines Maintaining accurate client records using CRM systems (Intelliflo experience beneficial) Communicating with clients, providers, and third parties via telephone and email Supporting Financial Planners with day-to-day administrative requirements About You Previous experience within a Financial Planning Administrator, IFA Administrator, Wealth Management Administrator or similar role Good understanding of financial planning and investment administration processes Strong organisational and communication skills High levels of accuracy and attention to detail Experience using Intelliflo would be advantageous but is not essential A positive attitude and desire to develop a long-term career within financial services Package & Benefits £25,000 - £32,000 basic salary depending on experience (potentially higher for exceptional candidates) Performance-related bonus scheme 25 days annual leave plus bank holidays Option to purchase additional annual leave following probation Contributory pension scheme Life cover Hybrid working available after probation (3 days office / 2 days home) Supportive team environment and long-term career progression opportunities If you are looking to join a reputable wealth management business where your contribution will be valued and your career can continue to develop, we'd be delighted to hear from you.
Jun 15, 2026
Full time
Berkhamsted, Hertfordshire £25,000 - £32,000 + Bonus + Excellent Benefits Hybrid Working Available A well-established and highly respected Wealth Management and Financial Planning firm is seeking a Financial Planning Administrator to join its growing team in Berkhamsted. This is an excellent opportunity for an individual currently working within a Financial Planning Administration role, or someone with previous experience in financial services administration, who is looking to join a professional, supportive, and forward-thinking organisation offering genuine career development opportunities. Working closely with Financial Planners and a team of experienced colleagues, you will play a key role in delivering high-quality administrative support and ensuring an excellent client experience throughout the advice process. Key Responsibilities Processing Letters of Authority End-to-end new business administration Preparing application forms and implementing new business on platforms Processing fund switches and related transactions Obtaining information from product providers Managing and chasing business pipelines Maintaining accurate client records using CRM systems (Intelliflo experience beneficial) Communicating with clients, providers, and third parties via telephone and email Supporting Financial Planners with day-to-day administrative requirements About You Previous experience within a Financial Planning Administrator, IFA Administrator, Wealth Management Administrator or similar role Good understanding of financial planning and investment administration processes Strong organisational and communication skills High levels of accuracy and attention to detail Experience using Intelliflo would be advantageous but is not essential A positive attitude and desire to develop a long-term career within financial services Package & Benefits £25,000 - £32,000 basic salary depending on experience (potentially higher for exceptional candidates) Performance-related bonus scheme 25 days annual leave plus bank holidays Option to purchase additional annual leave following probation Contributory pension scheme Life cover Hybrid working available after probation (3 days office / 2 days home) Supportive team environment and long-term career progression opportunities If you are looking to join a reputable wealth management business where your contribution will be valued and your career can continue to develop, we'd be delighted to hear from you.
Fram Search
Administrator - Financial Services
Fram Search
Experience in administration, client services or customer support ideal Financial services firm Competitive salary Fram is working with a financial services firm that is looking to engage with an Administrator to support its client-facing and operational teams. The business is open to applicants from a range of professional backgrounds and is keen to speak with individuals who have built strong administrative skills in sectors outside financial services, provided they can demonstrate a stable employment history and a professional approach to client service. The role involves supporting a range of administrative and client service activities, including coordinating meetings, preparing documentation, managing correspondence, processing applications, and maintaining accurate records across internal systems. The position plays an important role in ensuring clients and colleagues receive efficient and consistent support, while helping the wider business operate smoothly. The environment suits someone who enjoys working in a structured setting with a varied workload. There is regular interaction with clients and colleagues, alongside the opportunity to develop broader knowledge of the business over time. The firm values reliability, attention to detail, and individuals who take pride in delivering work to a consistently high standard. This may appeal to someone with experience in administration, client services, customer support, or another professional office-based environment. Financial services experience would be beneficial, although it is not essential. Strong communication skills, confidence using Microsoft Office, and the ability to manage multiple priorities effectively will be important. Applicants must have the right to work in the UK.
Jun 15, 2026
Full time
Experience in administration, client services or customer support ideal Financial services firm Competitive salary Fram is working with a financial services firm that is looking to engage with an Administrator to support its client-facing and operational teams. The business is open to applicants from a range of professional backgrounds and is keen to speak with individuals who have built strong administrative skills in sectors outside financial services, provided they can demonstrate a stable employment history and a professional approach to client service. The role involves supporting a range of administrative and client service activities, including coordinating meetings, preparing documentation, managing correspondence, processing applications, and maintaining accurate records across internal systems. The position plays an important role in ensuring clients and colleagues receive efficient and consistent support, while helping the wider business operate smoothly. The environment suits someone who enjoys working in a structured setting with a varied workload. There is regular interaction with clients and colleagues, alongside the opportunity to develop broader knowledge of the business over time. The firm values reliability, attention to detail, and individuals who take pride in delivering work to a consistently high standard. This may appeal to someone with experience in administration, client services, customer support, or another professional office-based environment. Financial services experience would be beneficial, although it is not essential. Strong communication skills, confidence using Microsoft Office, and the ability to manage multiple priorities effectively will be important. Applicants must have the right to work in the UK.
Premier Jobs UK Limited
Senior IFA Administrator
Premier Jobs UK Limited Leicester, Leicestershire
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 15, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Portfolio Payroll Limited
Payroll Senior
Portfolio Payroll Limited City, Liverpool
My client is a well-established Accountancy firm. Based in a friendly and supportive team in Liverpool you will be working on a portfolio of clients. Our client is looking for an experienced Payroll Administrator to join them on a permanent basis Job Description Reporting directly to Head of services, you will be responsible for the timely and accurate processing of varied weekly, bi weekly & monthly payroll. Responsibilities and requirements Payroll bureau High volume/multiple payrolls Client allocation split across the team Varying payrolls and frequencies Must be able to hit the ground running Auto enrolment RTI Submissions Processing statutory payments Handling client payroll queries and collaborating with clients Year end procedures Desirable skills and attributes: Bureau experience Looking several experience Pensions & Autoenrolment A keen eye for detail Strong initiative Enjoy working within a team but have autonomy to work alone Excellent Excel Must have exceptional payroll knowledge answering queries Brightpay experience desirable Benefits: 5 hours per week, 7.5 per day Flexi time available 36 days hol inc bank Buy and sell hols 5% pension Life assurance Bonus (Targeted) 51573LAR1 INDPAYN The Portfolio Group are acting on behalf of our client in recruiting for this position.
Jun 15, 2026
Full time
My client is a well-established Accountancy firm. Based in a friendly and supportive team in Liverpool you will be working on a portfolio of clients. Our client is looking for an experienced Payroll Administrator to join them on a permanent basis Job Description Reporting directly to Head of services, you will be responsible for the timely and accurate processing of varied weekly, bi weekly & monthly payroll. Responsibilities and requirements Payroll bureau High volume/multiple payrolls Client allocation split across the team Varying payrolls and frequencies Must be able to hit the ground running Auto enrolment RTI Submissions Processing statutory payments Handling client payroll queries and collaborating with clients Year end procedures Desirable skills and attributes: Bureau experience Looking several experience Pensions & Autoenrolment A keen eye for detail Strong initiative Enjoy working within a team but have autonomy to work alone Excellent Excel Must have exceptional payroll knowledge answering queries Brightpay experience desirable Benefits: 5 hours per week, 7.5 per day Flexi time available 36 days hol inc bank Buy and sell hols 5% pension Life assurance Bonus (Targeted) 51573LAR1 INDPAYN The Portfolio Group are acting on behalf of our client in recruiting for this position.

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