Loan Administrator London/Hybrid Contract to December 2026 Day rate 460 via Umbrella Company Our commitment is to provide equal opportunity regardless of, for example, your gender, age, ethnicity, disability, sexual orientation or beliefs. We also engage with employers to develop programmes and pathways that embrace diverse talent and promote more inclusive employment worldwide through partnerships and other initiatives. We recognise and celebrate the value of difference and how it makes us faster, smarter and more innovative than our competition. My client is one of the largest financial institutions headquartered in Japan, with an established presence across all consumer and corporate banking businesses. Through its subsidiaries and affiliates, they offer a diverse range of financial services, including commercial banking, leasing, securities, credit card, consumer finance and other services. They are seeking an experience Loan Administrator to join the team on a contract to the end of the year. The role is hybrid working being in the office 2-3 days a week with the remainder of time working from home. Standard office hours Monday to Friday with the occasional out of hours requirement in line with business needs. Purpose of Job Responsible for daily loan servicing, eg co-ordination, actioning, etc. all aspects of loan administration for the level 4 loan portfolio as well as providing support to the supplier team as required. Additionally, the Loans Administrators is expected to provide direct support to front office colleagues across EMEA as well as external lenders / borrowers as required; Responsibility for supporting operational elements for strategic firm wide and regulatory change initiatives as well as standard technology upgrades where system testing would be required (in conjunction with ITSD / JRIE ) The role is also responsible for driving and implementing change initiatives under OAD, KAIZEN (continuous improvement) philosophy; Provide SME knowledge, where required, to contribute towards the assessment of new products or processes; Co-ordination of the daily loan processing requirements under the CBDE1 Uncommitted portfolio, including processing of HR affiliated lending (eg staff loans); Support Front Office, external lenders and borrowers with queries and issue resolution; Contribute and support strategic and local OAD change initiatives by supplying SME bank and market knowledge; Daily / bi-weekly interaction / deliberations with OAD Execution Control Section to arrive at strategic decisions regarding new deal signings, structures, etc; Support the Team Leader(s) and Section Head in the delivery of key services and decision making / strategic planning to ensure the Team(s) / Section perform to fullest ability and requirements, defined by processes and procedures; Document review, booking and payment settlement of Secondary Trading, either as an Agent or as a Participant; Control and administer the receipt of Credit Risk Insurance premium invoices and take necessary processing actions accordingly; Co-ordination and actioning of Agency fee billing and settlement under the Committed Bilateral / Agency portfolio; Proactively support internal and external audits by supplying SME knowledge to provide walkthroughs and answer queries; Undertake daily clearance / investigation of system validations and rejections (eg zone checks); Undertake daily / monthly Team reporting, eg Past Due Report, Risk-Fee Report, etc. and take necessary actions and referrals accordingly; Accountabilities and Responsibilities To ensure all transactions booked in the system(s) are are processed correctly and in a timely manner, under 4-eye control, in accordance with Head Office rules, regulatory obligations and local procedures. It is expected that all Loans Administrators have an approval financial limit of a minimum of GBP30mio; Daily liaison with colleagues across the Service Provider team, OAD, Marketing areas, Treasury, Finance & Control, etc. to manage the roles and responsibilities duly assigned and to ensure timely setup and settlement of obligations; Daily liaison with external stakeholders namely financial institutions, bilateral customers and own inter-group companies. Ensure all key-controls are met during the day by closely monitoring queues, intra-day reports, etc. and ensure all Aide Memoires are actioned in a timely manner; Manage/Monitor Payment Queues in LoanIQ / LoRD when allocated such responsibility; Utilise transferable skills by providing cover for colleagues across the Section when required; Seek ways to improve processes and increase STP without increasing risk including revision of Section Procedures and suggest improvements where appropriate; Train and mentor staff on Processes and Procedures including European Office / Service Provider colleagues where appropriate; Knowledge, Skills, Experience & Qualifications Excellent understanding of Loans Administration roles and responsibilities, including relevant current market knowledge; Conscientious nature to ensure that all work transacted is to the highest quality with zero errors or omissions, whilst still meeting all required deadlines; Confident in oral and written communication with both internal and external stakeholders; Solid understanding of LoanIQ and funding implications & SWIFT payments and the wider implications of payment formatting; Understanding underlying legal loan documentation with a view to navigating easily in times of referral; Advanced understanding of loan funding mechanisms via Treasury and implications of lack of communication; Able to adapt to continually changing requirements of the daily processing; Able to prioritise day to day responsibilities versus providing support for tactical process improvements; Being determined to continually challenge the status quo of existing processing methods whilst recognising the need to ensure control is maintained and customer experienced enhanced; Candidates must show evidence of the above in their CV to be considered. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.
Jun 14, 2026
Contractor
Loan Administrator London/Hybrid Contract to December 2026 Day rate 460 via Umbrella Company Our commitment is to provide equal opportunity regardless of, for example, your gender, age, ethnicity, disability, sexual orientation or beliefs. We also engage with employers to develop programmes and pathways that embrace diverse talent and promote more inclusive employment worldwide through partnerships and other initiatives. We recognise and celebrate the value of difference and how it makes us faster, smarter and more innovative than our competition. My client is one of the largest financial institutions headquartered in Japan, with an established presence across all consumer and corporate banking businesses. Through its subsidiaries and affiliates, they offer a diverse range of financial services, including commercial banking, leasing, securities, credit card, consumer finance and other services. They are seeking an experience Loan Administrator to join the team on a contract to the end of the year. The role is hybrid working being in the office 2-3 days a week with the remainder of time working from home. Standard office hours Monday to Friday with the occasional out of hours requirement in line with business needs. Purpose of Job Responsible for daily loan servicing, eg co-ordination, actioning, etc. all aspects of loan administration for the level 4 loan portfolio as well as providing support to the supplier team as required. Additionally, the Loans Administrators is expected to provide direct support to front office colleagues across EMEA as well as external lenders / borrowers as required; Responsibility for supporting operational elements for strategic firm wide and regulatory change initiatives as well as standard technology upgrades where system testing would be required (in conjunction with ITSD / JRIE ) The role is also responsible for driving and implementing change initiatives under OAD, KAIZEN (continuous improvement) philosophy; Provide SME knowledge, where required, to contribute towards the assessment of new products or processes; Co-ordination of the daily loan processing requirements under the CBDE1 Uncommitted portfolio, including processing of HR affiliated lending (eg staff loans); Support Front Office, external lenders and borrowers with queries and issue resolution; Contribute and support strategic and local OAD change initiatives by supplying SME bank and market knowledge; Daily / bi-weekly interaction / deliberations with OAD Execution Control Section to arrive at strategic decisions regarding new deal signings, structures, etc; Support the Team Leader(s) and Section Head in the delivery of key services and decision making / strategic planning to ensure the Team(s) / Section perform to fullest ability and requirements, defined by processes and procedures; Document review, booking and payment settlement of Secondary Trading, either as an Agent or as a Participant; Control and administer the receipt of Credit Risk Insurance premium invoices and take necessary processing actions accordingly; Co-ordination and actioning of Agency fee billing and settlement under the Committed Bilateral / Agency portfolio; Proactively support internal and external audits by supplying SME knowledge to provide walkthroughs and answer queries; Undertake daily clearance / investigation of system validations and rejections (eg zone checks); Undertake daily / monthly Team reporting, eg Past Due Report, Risk-Fee Report, etc. and take necessary actions and referrals accordingly; Accountabilities and Responsibilities To ensure all transactions booked in the system(s) are are processed correctly and in a timely manner, under 4-eye control, in accordance with Head Office rules, regulatory obligations and local procedures. It is expected that all Loans Administrators have an approval financial limit of a minimum of GBP30mio; Daily liaison with colleagues across the Service Provider team, OAD, Marketing areas, Treasury, Finance & Control, etc. to manage the roles and responsibilities duly assigned and to ensure timely setup and settlement of obligations; Daily liaison with external stakeholders namely financial institutions, bilateral customers and own inter-group companies. Ensure all key-controls are met during the day by closely monitoring queues, intra-day reports, etc. and ensure all Aide Memoires are actioned in a timely manner; Manage/Monitor Payment Queues in LoanIQ / LoRD when allocated such responsibility; Utilise transferable skills by providing cover for colleagues across the Section when required; Seek ways to improve processes and increase STP without increasing risk including revision of Section Procedures and suggest improvements where appropriate; Train and mentor staff on Processes and Procedures including European Office / Service Provider colleagues where appropriate; Knowledge, Skills, Experience & Qualifications Excellent understanding of Loans Administration roles and responsibilities, including relevant current market knowledge; Conscientious nature to ensure that all work transacted is to the highest quality with zero errors or omissions, whilst still meeting all required deadlines; Confident in oral and written communication with both internal and external stakeholders; Solid understanding of LoanIQ and funding implications & SWIFT payments and the wider implications of payment formatting; Understanding underlying legal loan documentation with a view to navigating easily in times of referral; Advanced understanding of loan funding mechanisms via Treasury and implications of lack of communication; Able to adapt to continually changing requirements of the daily processing; Able to prioritise day to day responsibilities versus providing support for tactical process improvements; Being determined to continually challenge the status quo of existing processing methods whilst recognising the need to ensure control is maintained and customer experienced enhanced; Candidates must show evidence of the above in their CV to be considered. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.
Job Title: Junior Administrator Location: London - EC3N 2EX Salary: 28,860 + dependent on experience Job Type: Permanent, Full Time About us: At Elevate, our core values shape the work environment and define our approach to everything we do. We prioritise respect, integrity, active listening, collaboration, diversity, inclusion, quality, lifelong learning, and health and safety. By embracing these values, you will become part of a community that fosters a positive and supportive culture. About the role: As Junior Administrator, you will be responsible for scheduling our day-to-day planning and works, identifying stock ordering requirements, maintaining a good standard of communication with our clients through various channels and liaising with engineers on a daily basis to resolve any attendance issues. You will manage all new work orders independently and instruct the attending engineers, or close cases with no contact. Handling of new requests from our clients, opening works and booking attendance at the earliest available opportunity. Understanding the reasons for revisits that are to be booked, ensuring the correct personnel are instructed to attend with any stock requirements identified on the initial visit. Reviewing works marked as revisit to be booked and organising secondary attendance. Updating of attendance information on client portals, or responding to attendance requests received via email or on MS Teams. Ensuring call sweeps are conducted where email appointments do not sustain 100% bookings on the Servicing Engineers calendars'. Working alongside the Service Coordinator to assist delivery of ad-hoc or planned works as set by senior management, for distribution by the Service Coordinator following review. Providing reports and report details to complaint handlers to avoid escalation of problem works to official first-stage complaints. Flagging any cases where the reports or their details are missing, difficult to interpret or otherwise unclear. To handle the inbound phone line as a first response, to manage the team servicing email inbox and respond to low level enquiries, or escalate responses based on the email information/request. Any other duties consistent with the job description that may be required from time to time. About you: The ideal candidate will be well presented, wearing company uniform at all times, organised and polite. This is a client & customer-facing role, with excellent communication and customer service skills. Minimum of 1 years of experience liaising with clients/customers in either a customer-facing, customer service or telephone based role is essential. Minimum of 1 years of experience in a similar office environment/coordination role would be advantageous. Experienced working within a team, or independently, and can deliver set tasks in a timely manner. Maintains a calm, confident manner on the phone and in person when dealing with clients or residents, and is able to empathise and prioritise based on the nature of their conversation. Knowledge of the Microsoft Office suite, and VOIP telephone systems. A professional and conscientious manner when handling phone calls and questions. Willing to undertake professional development or task-specific courses to aid in the delivery and advancement of their role. Proactively seeks opportunities for refining their personal skills, possesses a helpful and focused demeanour and has a strong willingness to progress. What we offer: Competitive salary (depending upon experience). Company Pension Scheme. Sickness insurance. Life Assurance. 24 days annual leave, plus bank holidays. After successful completion of probation: CPD opportunities, Private Health Insurance and more. Training using CRM or CAFM systems to update and maintain databases will be provided. Additional Information: You will report to and update the Service Coordinator with any day-to-day issues you notice, and ensure you provide telephone and email responses from all Clients and Residents within 24 hours of the initial request being received. Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with experience of; Administrator, Coordinator, Service Coordinator, Customer Service Administrator, Planning Assistant, or Scheduling Administrator also be considered for this role.
Jun 13, 2026
Full time
Job Title: Junior Administrator Location: London - EC3N 2EX Salary: 28,860 + dependent on experience Job Type: Permanent, Full Time About us: At Elevate, our core values shape the work environment and define our approach to everything we do. We prioritise respect, integrity, active listening, collaboration, diversity, inclusion, quality, lifelong learning, and health and safety. By embracing these values, you will become part of a community that fosters a positive and supportive culture. About the role: As Junior Administrator, you will be responsible for scheduling our day-to-day planning and works, identifying stock ordering requirements, maintaining a good standard of communication with our clients through various channels and liaising with engineers on a daily basis to resolve any attendance issues. You will manage all new work orders independently and instruct the attending engineers, or close cases with no contact. Handling of new requests from our clients, opening works and booking attendance at the earliest available opportunity. Understanding the reasons for revisits that are to be booked, ensuring the correct personnel are instructed to attend with any stock requirements identified on the initial visit. Reviewing works marked as revisit to be booked and organising secondary attendance. Updating of attendance information on client portals, or responding to attendance requests received via email or on MS Teams. Ensuring call sweeps are conducted where email appointments do not sustain 100% bookings on the Servicing Engineers calendars'. Working alongside the Service Coordinator to assist delivery of ad-hoc or planned works as set by senior management, for distribution by the Service Coordinator following review. Providing reports and report details to complaint handlers to avoid escalation of problem works to official first-stage complaints. Flagging any cases where the reports or their details are missing, difficult to interpret or otherwise unclear. To handle the inbound phone line as a first response, to manage the team servicing email inbox and respond to low level enquiries, or escalate responses based on the email information/request. Any other duties consistent with the job description that may be required from time to time. About you: The ideal candidate will be well presented, wearing company uniform at all times, organised and polite. This is a client & customer-facing role, with excellent communication and customer service skills. Minimum of 1 years of experience liaising with clients/customers in either a customer-facing, customer service or telephone based role is essential. Minimum of 1 years of experience in a similar office environment/coordination role would be advantageous. Experienced working within a team, or independently, and can deliver set tasks in a timely manner. Maintains a calm, confident manner on the phone and in person when dealing with clients or residents, and is able to empathise and prioritise based on the nature of their conversation. Knowledge of the Microsoft Office suite, and VOIP telephone systems. A professional and conscientious manner when handling phone calls and questions. Willing to undertake professional development or task-specific courses to aid in the delivery and advancement of their role. Proactively seeks opportunities for refining their personal skills, possesses a helpful and focused demeanour and has a strong willingness to progress. What we offer: Competitive salary (depending upon experience). Company Pension Scheme. Sickness insurance. Life Assurance. 24 days annual leave, plus bank holidays. After successful completion of probation: CPD opportunities, Private Health Insurance and more. Training using CRM or CAFM systems to update and maintain databases will be provided. Additional Information: You will report to and update the Service Coordinator with any day-to-day issues you notice, and ensure you provide telephone and email responses from all Clients and Residents within 24 hours of the initial request being received. Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with experience of; Administrator, Coordinator, Service Coordinator, Customer Service Administrator, Planning Assistant, or Scheduling Administrator also be considered for this role.
IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) 24,000 - 30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience. Key responsibilities include: Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances. Research - carrying out in depth analysis of many different types of financial contracts. Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances. Updating system - keeping back office system up to date with client info and provider contacts. Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements. Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning. Reviews - producing detailed review reports and portfolio valuations for client review meetings. Benefits of this role include: A competitive salary ( 24,000- 30,000 dependant on experience) Generous holiday entitlement (25 + 8 bank holidays) Hybrid working arrangement (work from home 1 day per week) Pension scheme Progressive career opportunities Easily accessible location with public transport links Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 13, 2026
Full time
IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) 24,000 - 30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience. Key responsibilities include: Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances. Research - carrying out in depth analysis of many different types of financial contracts. Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances. Updating system - keeping back office system up to date with client info and provider contacts. Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements. Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning. Reviews - producing detailed review reports and portfolio valuations for client review meetings. Benefits of this role include: A competitive salary ( 24,000- 30,000 dependant on experience) Generous holiday entitlement (25 + 8 bank holidays) Hybrid working arrangement (work from home 1 day per week) Pension scheme Progressive career opportunities Easily accessible location with public transport links Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Service Administrator Location: Chard Salary: £25,000 £30,000 DOE Hours: Mon Fri 8:30 5:00 Office based I am delighted to be partnering with a highly reputable company in Chard. A fantastic opportunity has arisen to join their family-run, friendly and hard working team as a Service Administrator. This is a stable, long-term role where people stay because of the culture, support and genuine team spirit. If you re looking for a stable long term role that's busy and varied this could be the perfect role for you! Service Administrator Role As the Service Administrator, you ll be the central point of coordination for servicing and repairs of the company s high-end products. You ll work closely with customers and a team of five engineers across Somerset, ensuring everything runs smoothly and efficiently. A really busy, challenging and pinnacle role for the company where no two days are the same! Key Responsibilities Prioritising urgent servicing and repair requests each morning Planning and coordinating engineers routes across Somerset Ensuring routes are logical, efficient and maximise capacity Handling customer queries via phone and email Creating job cards on the in-house system with all required details Booking in servicing appointments for clients Planning engineers routes for the rest of the week once urgent tasks are handled Building strong working relationships with engineers and customers General administrative duties About You Highly organised and process-driven Able to stay calm under pressure and juggle multiple priorities Strong in customer service with a friendly, reassuring approach Confident working with engineers and coordinating workloads Logistically minded with good problem-solving skills Looking for a long-term, stable role within a supportive team Local knowledge of Somerset is an advantage Reliable, hard working and enjoys being part of a hard working team that have fun and support each other Experience of logistical administration and route planning would be advantageous What s on Offer £25,000 £30,000 depending on experience Monday to Friday, 8:30am 5pm (office based) 25 days holiday + bank holidays Free on-site parking A genuinely supportive, long-standing friendly team A varied role with real stability and long-term prospects
Jun 13, 2026
Full time
Service Administrator Location: Chard Salary: £25,000 £30,000 DOE Hours: Mon Fri 8:30 5:00 Office based I am delighted to be partnering with a highly reputable company in Chard. A fantastic opportunity has arisen to join their family-run, friendly and hard working team as a Service Administrator. This is a stable, long-term role where people stay because of the culture, support and genuine team spirit. If you re looking for a stable long term role that's busy and varied this could be the perfect role for you! Service Administrator Role As the Service Administrator, you ll be the central point of coordination for servicing and repairs of the company s high-end products. You ll work closely with customers and a team of five engineers across Somerset, ensuring everything runs smoothly and efficiently. A really busy, challenging and pinnacle role for the company where no two days are the same! Key Responsibilities Prioritising urgent servicing and repair requests each morning Planning and coordinating engineers routes across Somerset Ensuring routes are logical, efficient and maximise capacity Handling customer queries via phone and email Creating job cards on the in-house system with all required details Booking in servicing appointments for clients Planning engineers routes for the rest of the week once urgent tasks are handled Building strong working relationships with engineers and customers General administrative duties About You Highly organised and process-driven Able to stay calm under pressure and juggle multiple priorities Strong in customer service with a friendly, reassuring approach Confident working with engineers and coordinating workloads Logistically minded with good problem-solving skills Looking for a long-term, stable role within a supportive team Local knowledge of Somerset is an advantage Reliable, hard working and enjoys being part of a hard working team that have fun and support each other Experience of logistical administration and route planning would be advantageous What s on Offer £25,000 £30,000 depending on experience Monday to Friday, 8:30am 5pm (office based) 25 days holiday + bank holidays Free on-site parking A genuinely supportive, long-standing friendly team A varied role with real stability and long-term prospects
Are you looking for a role where every day is different, fast paced and genuinely rewarding? An exciting opportunity has arisen to join a prestigious firm within their Residential Lettings Maintenance Team with an impressive reputation across the South West. Enjoy a generous holiday allowance, including Bank Holidays and gifted days at Christmas, professional fees paid by the firm, a pension scheme, and engaging social events throughout the year. Job Opportunity: Maintenance Administrator Location: Taunton, Somerset Salary: Up to 25,500 per annum Working Hours: Full Time - 9am-5.30pm Monday-Friday About the Company: A large and highly reputable firm dedicated to providing high-quality and professional advice across the West Country. The Role: Step into an exciting opportunity in this busy and successful lettings maintenance team. As a Maintenance Administrator, you will support the administration behind the servicing of residential let properties across Somerset, Devon, and Dorset. Your role will be pivotal in ensuring clients' expectations are met and exceeded. Key Responsibilities: Delivering friendly, efficient, and dependable service to clients Liaising with landlords, tenants, internal stakeholders, and insurance companies Logging repairs on the computer system Sourcing competitive quotes for works Issuing works orders and progressing them through to completion Providing exceptional customer service via phone, email, and occasionally face-to-face Approving invoices About You: Exceptional customer/client care skills Prior admin experience and a keen interest to work in the property sector Highly accurate typing skills and efficient approach to administration Strong communicator at all levels Confident user of MS Office Next Steps: If this position has caught your attention and you would like to apply, please do so online or email your CV to (url removed). Prefer to speak on the phone before applying? Call Vicky on (phone number removed). 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 12, 2026
Full time
Are you looking for a role where every day is different, fast paced and genuinely rewarding? An exciting opportunity has arisen to join a prestigious firm within their Residential Lettings Maintenance Team with an impressive reputation across the South West. Enjoy a generous holiday allowance, including Bank Holidays and gifted days at Christmas, professional fees paid by the firm, a pension scheme, and engaging social events throughout the year. Job Opportunity: Maintenance Administrator Location: Taunton, Somerset Salary: Up to 25,500 per annum Working Hours: Full Time - 9am-5.30pm Monday-Friday About the Company: A large and highly reputable firm dedicated to providing high-quality and professional advice across the West Country. The Role: Step into an exciting opportunity in this busy and successful lettings maintenance team. As a Maintenance Administrator, you will support the administration behind the servicing of residential let properties across Somerset, Devon, and Dorset. Your role will be pivotal in ensuring clients' expectations are met and exceeded. Key Responsibilities: Delivering friendly, efficient, and dependable service to clients Liaising with landlords, tenants, internal stakeholders, and insurance companies Logging repairs on the computer system Sourcing competitive quotes for works Issuing works orders and progressing them through to completion Providing exceptional customer service via phone, email, and occasionally face-to-face Approving invoices About You: Exceptional customer/client care skills Prior admin experience and a keen interest to work in the property sector Highly accurate typing skills and efficient approach to administration Strong communicator at all levels Confident user of MS Office Next Steps: If this position has caught your attention and you would like to apply, please do so online or email your CV to (url removed). Prefer to speak on the phone before applying? Call Vicky on (phone number removed). 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.
Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Jun 11, 2026
Full time
Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
TITLE: Financial Services Administrator LOCATION: Exeter SALARY: 27,000 - 33,000 per annum DOE BENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunities HOURS: Monday to Friday 9.00am - 5.00pm THE COMPANY: Our client, a well-established and growing financial services organisation, is looking to appoint a motivated Financial Services Administrator to join their friendly and professional operations team. This is a fast-paced, client-focused environment where you will play a key role in supporting advisers and ensuring a high-quality client experience. You will be part of a collaborative team with excellent opportunities for development and progression. DUTIES INCLUDE: Client Servicing: Managing ongoing client servicing tasks, review cycles, and follow-up activities for an allocated client segment. Adviser Support: Supporting Financial Advisers with meeting preparation, case management, and client communications. Client Communication: Responding to client queries via email and telephone in a timely and professional manner. Record Management: Maintaining accurate and up-to-date client records within CRM systems (Salesforce). Onboarding Support: Assisting with new client onboarding and ongoing servicing processes. Compliance: Ensuring all activities meet regulatory and internal compliance standards. Administration: Providing general administrative support to ensure smooth day-to-day operations. Key Skills & Qualifications Technical Skills: Experience using CRM systems (Salesforce desirable) and strong Microsoft 365 skills. Soft Skills: Excellent organisation, communication, and time management skills. Attention to Detail: High level of accuracy and consistency in all work. Experience: Previous experience within financial services is essential. Working Style: Ability to manage a busy workload, prioritise effectively, and remain calm under pressure. How to Apply: If you're excited about this opportunity and believe you'd be a great fit, we want to hear from you! Please apply online, send your CV to (url removed) 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 09, 2026
Full time
TITLE: Financial Services Administrator LOCATION: Exeter SALARY: 27,000 - 33,000 per annum DOE BENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunities HOURS: Monday to Friday 9.00am - 5.00pm THE COMPANY: Our client, a well-established and growing financial services organisation, is looking to appoint a motivated Financial Services Administrator to join their friendly and professional operations team. This is a fast-paced, client-focused environment where you will play a key role in supporting advisers and ensuring a high-quality client experience. You will be part of a collaborative team with excellent opportunities for development and progression. DUTIES INCLUDE: Client Servicing: Managing ongoing client servicing tasks, review cycles, and follow-up activities for an allocated client segment. Adviser Support: Supporting Financial Advisers with meeting preparation, case management, and client communications. Client Communication: Responding to client queries via email and telephone in a timely and professional manner. Record Management: Maintaining accurate and up-to-date client records within CRM systems (Salesforce). Onboarding Support: Assisting with new client onboarding and ongoing servicing processes. Compliance: Ensuring all activities meet regulatory and internal compliance standards. Administration: Providing general administrative support to ensure smooth day-to-day operations. Key Skills & Qualifications Technical Skills: Experience using CRM systems (Salesforce desirable) and strong Microsoft 365 skills. Soft Skills: Excellent organisation, communication, and time management skills. Attention to Detail: High level of accuracy and consistency in all work. Experience: Previous experience within financial services is essential. Working Style: Ability to manage a busy workload, prioritise effectively, and remain calm under pressure. How to Apply: If you're excited about this opportunity and believe you'd be a great fit, we want to hear from you! Please apply online, send your CV to (url removed) 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.
Administrator/ Coordinator Location: Basingstoke (Hybrid option of 1 day a week from home available) Salary: £13.50 per hour Hours: Full-time, Monday to Friday Contract Type: This is a temporary assignment for 12 weeks, with possibility to remain further. About the Role We are seeking a proactive and detail oriented Administrator/Coordinator to join a specialist team based in Basingstoke. This is an excellent opportunity for someone who thrives in a fast-paced environment. As a coordinator you will be working with the service team who have a backlog You will assist them with working through safety checks - contacting customers to gain access and complete them . This requires a good communicator with the ability to adapt to various customer types as well as someone well organised to coordinate the checks being completed. Key Responsibilities: To work within the service team assisting with booking in safety checks Raise and manage internal and external work orders for servicing Ensure that the bookings are costed, closed, and processed accurately and within set timeframes Liaise with customers via the telephone to book in service visits Liaise with third party providers and clients to schedule in work to be completed Co-ordinate diaries and visits Process purchase orders and data using excel Generate regular reports Respond to telephone and Microsoft Teams enquiries in a professional manner Carry out general administrative tasks The ideal Administrator/Coordinator will have/be Experience in an office or administrative environment Proficiency in Microsoft Office (Outlook, Word, Excel be well organised an able to multitask Be a good communicator Be available and happy to commit asap To apply, please submit your CV as soon as possible - or contact the Commercial Team on (phone number removed).
Jun 09, 2026
Seasonal
Administrator/ Coordinator Location: Basingstoke (Hybrid option of 1 day a week from home available) Salary: £13.50 per hour Hours: Full-time, Monday to Friday Contract Type: This is a temporary assignment for 12 weeks, with possibility to remain further. About the Role We are seeking a proactive and detail oriented Administrator/Coordinator to join a specialist team based in Basingstoke. This is an excellent opportunity for someone who thrives in a fast-paced environment. As a coordinator you will be working with the service team who have a backlog You will assist them with working through safety checks - contacting customers to gain access and complete them . This requires a good communicator with the ability to adapt to various customer types as well as someone well organised to coordinate the checks being completed. Key Responsibilities: To work within the service team assisting with booking in safety checks Raise and manage internal and external work orders for servicing Ensure that the bookings are costed, closed, and processed accurately and within set timeframes Liaise with customers via the telephone to book in service visits Liaise with third party providers and clients to schedule in work to be completed Co-ordinate diaries and visits Process purchase orders and data using excel Generate regular reports Respond to telephone and Microsoft Teams enquiries in a professional manner Carry out general administrative tasks The ideal Administrator/Coordinator will have/be Experience in an office or administrative environment Proficiency in Microsoft Office (Outlook, Word, Excel be well organised an able to multitask Be a good communicator Be available and happy to commit asap To apply, please submit your CV as soon as possible - or contact the Commercial Team on (phone number removed).
Part-Time Financial Planning Administrator Location: Macclesfield Part-Time (Flexible hours - e.g., 3-4 days per week) £25,000 FTE Hybrid working Salary: Competitive, based on experience Reference Number: 9883 Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment? A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions. Key Responsibilities: This varied and rewarding role includes: Client Servicing & Reviews: Manage client onboarding , portfolio updates, and client review scheduling Prepare and issue client review reports and letters Maintain accurate client records within Intelligent Office (I.O) Assist with closing reviews and scheduling follow-up tasks Back Office & Admin Support: Process incoming and outgoing post and documentation Maintain a contact book for providers and support information retrieval Update plans in I.O. and ensure accuracy of client and provider data Support advisers with fact-finding , risk profiling , and basic research Optional involvement in simple report writing (support provided if preferred) Finance & Reconciliation: Daily processing of provider income and reconciliation Match and categorise transactions, manage invoices, and file documentation Support bank reconciliation and preparation of annual financial reports for the accountants Operational Support: Conduct monthly Smart Search checks and maintain compliance records Manage the LOA tracker and monitor fees Handle office supplies, franking, and general admin duties What You'll Bring: Prior experience in a financial planning or IFA environment Strong knowledge of Intelligent Office (I.O) Excellent attention to detail and organisational skills Confident with provider platforms, data entry, and client documentation Ability to manage your own workload and stay ahead of deadlines What's on Offer: Part-time hours to suit your lifestyle (e.g. school hours, 3-4 days per week) Flexible Hybrid working Opportunity to get involved in varied and meaningful work A valued role with autonomy and scope for development As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Sep 22, 2025
Full time
Part-Time Financial Planning Administrator Location: Macclesfield Part-Time (Flexible hours - e.g., 3-4 days per week) £25,000 FTE Hybrid working Salary: Competitive, based on experience Reference Number: 9883 Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment? A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions. Key Responsibilities: This varied and rewarding role includes: Client Servicing & Reviews: Manage client onboarding , portfolio updates, and client review scheduling Prepare and issue client review reports and letters Maintain accurate client records within Intelligent Office (I.O) Assist with closing reviews and scheduling follow-up tasks Back Office & Admin Support: Process incoming and outgoing post and documentation Maintain a contact book for providers and support information retrieval Update plans in I.O. and ensure accuracy of client and provider data Support advisers with fact-finding , risk profiling , and basic research Optional involvement in simple report writing (support provided if preferred) Finance & Reconciliation: Daily processing of provider income and reconciliation Match and categorise transactions, manage invoices, and file documentation Support bank reconciliation and preparation of annual financial reports for the accountants Operational Support: Conduct monthly Smart Search checks and maintain compliance records Manage the LOA tracker and monitor fees Handle office supplies, franking, and general admin duties What You'll Bring: Prior experience in a financial planning or IFA environment Strong knowledge of Intelligent Office (I.O) Excellent attention to detail and organisational skills Confident with provider platforms, data entry, and client documentation Ability to manage your own workload and stay ahead of deadlines What's on Offer: Part-time hours to suit your lifestyle (e.g. school hours, 3-4 days per week) Flexible Hybrid working Opportunity to get involved in varied and meaningful work A valued role with autonomy and scope for development As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
