136 jobs found

We are seeking an experienced Client Manager or Client Relationship Manager to join a growing advice team, primarily based in Stansted. You will support a highly experienced Chartered Adviser, playing a central role in delivering a seamless and well-organised client experience. The Role You will act as the key point of contact for clients, ensuring a smooth journey from onboarding through to ongoing financial planning and investment administration. Key responsibilities include: Managing day-to-day client relationships and providing proactive support Coordinating client meetings, reviews, and follow-up actions Preparing accurate pre- and post-meeting documentation Overseeing workflow, ensuring all planning, compliance, and administrative tasks are completed efficiently Maintaining high-quality, compliant client records and documentation Liaising with providers, platforms, and professional third parties Supporting investment administration including contributions, withdrawals, and transfers Working closely with Advisers, Paraplanners, and wider support teams You will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey. About You 2-3+ years' experience in a Client Manager / Client Relationship role within an IFA or advice firm Working towards (or willing to study for) the CII Diploma in Regulated Financial Planning Strong organisational skills and exceptional attention to detail Confident communicator with a professional and client-focused approach Proactive, reliable, and able to manage multiple priorities effectively Experience with CRM systems and maintaining high-quality client data Just as important as your experience is your personality. We are looking for someone who will thrive in an open, collaborative and supportive environment, and who values teamwork, communication and building strong relationships. What's on Offer Salary up to £35,000 Hybrid working Highly flexible working hours Excellent company benefits Supportive, team-focused culture Opportunities for development and progression This is a fantastic opportunity for someone looking to build their career within a high-quality financial planning environment where culture and people are genuinely valued.

Financial Services Administrator We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team. Key Attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. Tasks and responsibilities Carrying out admin tasks in support of the sales process and client review process. Communicating effectively with clients by letter, e-mail and telephone regarding their business Shows initiative and judgement when administering work. Is organised and prioritises work well. A good understanding of the sales process and client review process. Ability to use back office systems such as Intelliflo and to maintain the client records on them. Understanding how investment platforms work and how to read fund valuations in client portfolios. Maintaining client files and record keeping to a good quality. Understanding the compliance issues, guidance, manual, logs and processes. Processing of new business applications, including checks to confirm the documentation is correct. Understanding the regulator requirements relating to independent financial advisers. Creating and processing fund switch reports. Investment Reviews kept up to date and completed accurately. Ideally, some experience of supporting paraplanners to prepare simple suitability reports. Preparing documents to send to paraplanners such as factfind, risk assessments (including capacity for loss, knowledge and experience discussions etc, existing scheme information, illustrations and soft facts that cover the client's objectives, what is being recommended and why it is suitable. Qualifications: A minimum 2 year's experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.

Client Services Coordinator Location: St Neots, Cambridgeshire (hybrid working) Salary: £28,000 - £30,000 DOE We are recruiting on behalf of a well-established Chartered Financial Planning practice in the Cambridgeshire area. This is a fantastic opportunity for an organised, client-focused professional to join a supportive and collaborative team, providing high-quality administrative and client service support to a team of Financial Advisers. The Role You will act as a key point of contact for clients and new enquiries, managing day-to-day administrative operations and ensuring advisers are well-supported. Responsibilities include diary and appointment management, preparation for client meetings, production of client-facing documentation, and maintaining accurate and compliant client records. You will liaise across the team to keep work progressing efficiently, contribute to team meetings, and maintain your own CPD and Training & Competence records. About You You will be a confident communicator with strong organisational skills and a professional, client-first approach. You will be comfortable managing multiple priorities in a busy environment and take genuine pride in the quality of your work. Previous experience in financial services or a client-facing administrative role is desirable, though candidates with strong transferable skills and a positive attitude to learning are equally welcome to apply. What's on Offer Salary of £28,000 - £30,000 depending on experience Hybrid working arrangements 35-hour working week Pension with employer contributions matched up to 5% Generous wider benefits package

Mortgage Adviser Rochester £29,000 basic salary + guaranteed income for an initial period Realistic OTE of £65,000+ This opportunity would suit an experienced Mortgage Adviser who wants to join a business with strong lead flow, full administrative support, and the backing of an established brand. If you enjoy advising clients, building relationships with introducers, and converting quality opportunities into completed business, this role offers the chance to be part of a well known and growing business where earning potential is strong and support is in place to help you perform. The business is looking to add an experienced adviser to its Rochester team. Alongside a basic salary of £29,000, they offer guaranteed income for an initial period, realistic earnings of £65,000+, uncapped commission, and either a company car or £2,500 car allowance. The Business This is a well established business operating within the property and financial services space, with a strong presence in its market and a consistent flow of customer opportunities. They have built a model that allows advisers to focus on advising and writing business, rather than being tied up in administration. With warm leads, administrative support, and a structure designed to help advisers succeed, the business provides a strong platform for someone who wants to earn well and continue progressing in their career. They are also known for offering a broad benefits package, structured career development, and a working environment that rewards results. The Role Working as a Mortgage Adviser within this business, you will provide advice to customers on mortgage solutions and support them through an important financial decision. You will work with warm leads and existing opportunities, while also building strong relationships with introducers and generating additional business through referrals and proactive contact. There will also be an opportunity to discuss and arrange suitable protection solutions as part of the wider advice process. This is a role where strong relationship building, commercial awareness, and an ability to convert opportunities will all be important. You will also be expected to work in line with FCA and compliance requirements throughout. The Benefits Basic salary of £29,000 Guaranteed income for an initial period Realistic OTE of £65,000+ with uncapped commission Company car or £2,500 car allowance 33 days holiday including bank holidays, plus an extra day off for your birthday Holiday commission Profit share scheme Pension Life insurance Structured career path Employee rewards and incentives Employee assistance support Paid entry fees for charity events Full administrative support Warm lead source Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.

Senior SIPP Administrator Award-Winning Pension Provider Hybrid Working Are you an experienced SIPP or pensions professional looking for a role where your expertise is genuinely valued? We're working with a highly respected, award-winning pension provider that continues to grow year after year through innovation, outstanding service and market-leading pension solutions. Due to continued expansion, they are looking to strengthen their established SIPP Administration team with several new hires. This is an excellent opportunity to join a business with an outstanding reputation in the pensions industry, offering long-term career development, hybrid working, a supportive culture and exposure to a varied and technically interesting caseload. Why consider this opportunity? Join a recognised and award-winning pension provider Hybrid home and office working available Excellent salary and comprehensive benefits package Strong focus on employee well being and development Genuine opportunities for career progression across the wider business High staff retention and a collaborative team environment Work with experienced professionals across pensions, operations and financial services Exposure to complex pension cases, retirement planning and investment administration The Role As a SIPP Administrator, you'll play a key role in supporting both clients and regulated financial advisers, ensuring all pension administration is completed accurately, efficiently and in line with regulatory requirements. This position offers a broad range of responsibilities across the full lifecycle of a SIPP, making it ideal for candidates seeking variety, technical exposure and the opportunity to further develop their pension expertise. Key duties will include: Processing SIPP transfer-in and transfer-out requests Managing new business applications through to completion Administering pension drawdown and retirement income payments Processing PCLS and ad-hoc benefit payments Calculating member benefits, including drawdown, bereavement and divorce-related cases Processing investment applications and withdrawals Using HMRC online services and payroll systems to administer member benefits Liaising with financial advisers, clients, solicitors and third-party providers Supporting the administration of SIPPs and SSAS arrangements, including property-based schemes where applicable Maintaining high service standards and meeting agreed service levels Contributing to risk management and regulatory compliance processes Assisting with complaint resolution where required About You We're keen to speak with individuals who have previous pensions administration experience, particularly within SIPP administration. You'll ideally possess: Strong knowledge of SIPP and pension regulations Previous experience administering pension transfers, drawdown and retirement benefits Excellent attention to detail and organisational skills Strong communication and relationship-building abilities Good understanding of investment transactions and pension products Confidence working with financial advisers, clients and external stakeholders Proficiency in Microsoft Office, particularly Excel A positive, proactive and customer-focused approach The Opportunity This is a fantastic chance to join a growing organisation at an exciting stage of its development. Whether you're looking to further your career within pensions administration, broaden your technical knowledge, or join a business with a genuine focus on employee development and work-life balance, this opportunity offers all of that and more. For a confidential discussion and immediate consideration, please contact Recruit Wealth today

Our client, a boutique wealth management firm in Sutton Coldfield is looking for an organised, client-focused professional to join a small team with high-standards. As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity. What you will do Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly Schedule and track client review meetings and maintain proactive contact with the client base Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy Prepare client-facing documentation, reports and correspondence to a consistently professional standard Ensure adviser charges are correctly set up, tracked and reconciled monthly Maintain pipeline and client records within Xplan CRM What you will bring At least three years' experience in a client-facing or customer service role Strong written communication skills with genuine attention to detail Confident with Microsoft Office and comfortable learning new systems Well organised, self-managing and able to prioritise under pressure Experience in financial services administration is desirable but not essential Why this role? The firm operates a four-day working week around 30 hours, Monday to Thursday. You will work in a small, professional environment where high standards are expected and good work is recognised. A structured professional development pathway is in place, with exam costs reimbursed and a salary review on qualification. Salary 28,000 to 30,000 depending on experience. Flexible start / end times Based in Sutton Coldfield easy for public transport / free parking To apply, please send your CV to Gary Simpson

Protection Administrator / Sales Support Camberley Full-Time Permanent Monday Friday 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Protection Administrator / Sales Support to join our client based in their Camberley Branch. Protection Administration Manage protection applications from submission through to policies being placed on risk. Liaise with providers to monitor progress and resolve any issues during underwriting. Proactively chase outstanding requirements, including medical evidence and GP reports. Keep advisers updated on case progress and any provider requirements. Ensure accurate updates are recorded on internal systems and CRM. Maintain clear audit trails and ensure documentation is stored correctly. Client Communication Contact clients where additional information or documentation is required. Provide updates to clients on the progress of their applications. Assist clients with completion of documentation including trust forms. Support the referral process for wills and estate planning services where appropriate. Sales Support Support Protection Advisers by contacting new and existing leads. Attempt to reconnect with clients who: Have not yet responded to previous contact attempts Previously declined advice but may benefit from a review Identify and hot-key high priority leads for advisers. Book appointments into adviser diaries and confirm client availability. Conduct initial information gathering with clients ahead of adviser appointments to improve efficiency of advice meetings. Buildings & Contents Insurance Sales Contact existing clients to discuss their Buildings and Contents Insurance needs at appropriate stages of the mortgage journey and renewal cycle. Identify opportunities from the existing client bank, referrals, outbound campaigns, and internal handovers. Gather relevant client information to obtain quotations and present suitable options. Follow up quotations and outstanding opportunities to maximise conversion rates. Convert warm leads into completed sales in line with agreed targets and service standards. Maintain accurate records of quotes, sales activity, and client outcomes on internal systems. Work closely with advisers and colleagues to maximise cross-sale opportunities. Deliver excellent customer service, ensuring products are presented fairly and transparently. Client Retention Contact clients who have cancelled or lapsed protection policies to understand the reason and identify opportunities for review. Support advisers with re-engaging clients where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture. Skills & Experience Essential Strong administrative and organisational skills Excellent telephone manner and client communication skills Ability to manage multiple cases and tasks simultaneously High attention to detail Comfortable working with internal systems and CRM platforms Desirable Experience within mortgage or protection administration Understanding of protection products (Life Cover, Critical Illness, Income Protection) Experience liaising with insurers and underwriting teams Required Qualifications 4 GCSEs grade 4 / C and above Personal Attributes Professional and client-focused approach Proactive and self-motivated Strong problem-solving skills Ability to work effectively in a fast-paced environment By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.

At Alzheimer's Society, we believe no one should face dementia alone. Every conversation, every visit and every small moment of reassurance can make a real difference. We are looking for a warm, thoughtful and organised Dementia Adviser to join our supportive team in North Wales working 35 hours per week on a fixed term contract until March 2027. You will work closely with people living with dementia and those who care about them, providing ongoing support. You will listen carefully, understand what matters most to each person and offer guidance that helps them feel steadier and more confident as their situation changes. Your days will be varied and meaningful. You might be visiting someone at home, offering calm reassurance over the phone, or working closely with other professionals to make sure the right support is in place. We operate a triage system for new referrals and you will play your part in making sure people are responded to quickly and thoughtfully. You will manage your own caseload, keeping clear and accurate records, while always seeing the person behind the paperwork. You will be part of a caring and dynamic local team who share ideas, reflect together and support one another. There will be time to meet as a team and opportunities to keep growing your knowledge of dementia, with your manager and colleagues alongside you. About you You will have: - An understanding of dementia, or a willingness to learn about the experiences of people living with dementia and those who care for them. - Experience providing information, guidance, advice or emotional support - this could be from health, social care, community, voluntary, customer service or other people focused roles. - You will be able to listen and communicate, with the ability to build trust and rapport with people from a wide range of backgrounds. - The ability to manage your workload effectively, with appropriate support and tools, and to balance competing priorities. - Confidence using IT systems to maintain accurate and confidential records. - A compassionate, non-judgemental and person-centred approach, with respect for diversity and individual lived experiences. - The ability to travel independently. - The confidence and ability to communicate with a wide range of people, adapting your approach to ensure understanding. You will be required to speak publicly at events about dementia, delivering information and signposting people to further resources and networks. Please don't be put off from applying if you don't meet every single requirement listed. We recognise the value of transferable skills and lived experience, and we're keen to hear from candidates who can demonstrate potential, capability and a willingness to learn. Key Responsibilities: - Build supportive, trusting relationships with people living with dementia and their carers across, recognising and respecting individual needs and circumstances. - Provide personalised information, advice and emotional support that reflects each person's culture, background, values and preferences. - Deliver support through home visits, telephone contact and partnership working other professionals. - Participate in the triage rota, ensuring new referrals are handled promptly, sensitively and equitably. - Manage a defined caseload, maintaining accurate, respectful and confidential records. - Signpost and connect individuals to appropriate local services and community networks, reducing isolation and increasing access to support. - Work collaboratively within a supportive team environment, contributing to reflective practice and continuous improvement. - Facilitate and deliver regular peer support groups, creating a safe, inclusive environment where people affected by dementia can share experiences, build connections, and access tailored information and guidance. Interviews for this role have been provisionally scheduled to take place via Teams w/c 29th June About Alzheimer's Society Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime. At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be. Together with our supporters, we're working towards a world where dementia no longer devastates lives. Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for. Our commitment to Equity, Diversity, Inclusion & Belonging We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society. We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society. Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people. Our hiring process During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply. To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice. We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice. We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website. Giving back to you Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society. You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.

Mortgage and Protection Case Manager Leicester (ref AL1408) Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits My client is an award-winning Mortgage Broker specialising in new build mortgages. They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager. Purpose of the role is to: Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to "offer" stage in a timely manner Keep all stakeholders abreast of case progress including collation of missing documents and information Support, as appropriate, "cases" from lender/Insurer submission through to exchange / completion, liaising with key stakeholders throughout the process (Inc. solicitors) Ensuring relevant protection policies are placed on risk at the correct time Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities Check and update reports for weekly introducer updates Manage a minimum pipeline of 45 cases Ensure application to offer timescales are within 14 days Provide additional administration support to relevant Departments. Skills required: Have good PC skills, Microsoft Office package Organisational and time-management skills, prioritising and multi-tasking your workload Demonstrate good written and verbal communication and customer service skills Ability to work without supervision & be self-motivating while also being a team player Demonstrate good work ethics in line with reinforcing the company values Ability to keep industry knowledge up to date with the latest criteria / regulations etc. Having strong attention to detail, and working in a methodical & thorough way Able to adapt, quickly and flexibly, to requirements Have experience of An administrative function preferably within financial services (Mortgages & Insurance) Working with both internal and external stakeholders If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Senior SIPP Administrator Award-Winning Pension Provider Hybrid Working Are you an experienced SIPP or pensions professional looking for a role where your expertise is genuinely valued? We're working with a highly respected, award-winning pension provider that continues to grow year after year through innovation, outstanding service and market-leading pension solutions. Due to continued expansion, they are looking to strengthen their established SIPP Administration team with several new hires. This is an excellent opportunity to join a business with an outstanding reputation in the pensions industry, offering long-term career development, hybrid working, a supportive culture and exposure to a varied and technically interesting caseload. Why consider this opportunity? Join a recognised and award-winning pension provider Hybrid home and office working available Excellent salary and comprehensive benefits package Strong focus on employee well being and development Genuine opportunities for career progression across the wider business High staff retention and a collaborative team environment Work with experienced professionals across pensions, operations and financial services Exposure to complex pension cases, retirement planning and investment administration The Role As a SIPP Administrator, you'll play a key role in supporting both clients and regulated financial advisers, ensuring all pension administration is completed accurately, efficiently and in line with regulatory requirements. This position offers a broad range of responsibilities across the full lifecycle of a SIPP, making it ideal for candidates seeking variety, technical exposure and the opportunity to further develop their pension expertise. Key duties will include: Processing SIPP transfer-in and transfer-out requests Managing new business applications through to completion Administering pension drawdown and retirement income payments Processing PCLS and ad-hoc benefit payments Calculating member benefits, including drawdown, bereavement and divorce-related cases Processing investment applications and withdrawals Using HMRC online services and payroll systems to administer member benefits Liaising with financial advisers, clients, solicitors and third-party providers Supporting the administration of SIPPs and SSAS arrangements, including property-based schemes where applicable Maintaining high service standards and meeting agreed service levels Contributing to risk management and regulatory compliance processes Assisting with complaint resolution where required About You We're keen to speak with individuals who have previous pensions administration experience, particularly within SIPP administration. You'll ideally possess: Strong knowledge of SIPP and pension regulations Previous experience administering pension transfers, drawdown and retirement benefits Excellent attention to detail and organisational skills Strong communication and relationship-building abilities Good understanding of investment transactions and pension products Confidence working with financial advisers, clients and external stakeholders Proficiency in Microsoft Office, particularly Excel A positive, proactive and customer-focused approach The Opportunity This is a fantastic chance to join a growing organisation at an exciting stage of its development. Whether you're looking to further your career within pensions administration, broaden your technical knowledge, or join a business with a genuine focus on employee development and work-life balance, this opportunity offers all of that and more. For a confidential discussion and immediate consideration, please contact Recruit Wealth today

Mortgage Case Manager Corsham Full Time Permanent Monday Friday 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Mortgage Case Manager to join our client based in their Corsham Branch. Job Purpose To manage mortgage applications from submission through to completion, ensuring excellent client service and efficient communication with lenders, while also supporting advisers, office operations, and third-party referrals. Act as the first point of contact for clients on mortgage applications. Contact clients within 24 hours of application submission. Progress applications through workflow stages in the system. Obtain regular updates from lenders/providers and promptly request outstanding information from clients. Aim to secure offers within 10 days of application submission. Proactively resolve issues (e.g. valuation access). Engage lender BDMs where appropriate and challenge decisions or timelines when necessary. Stay up to date on lender requirements and timescales, sharing updates with advisers. Maintain regular client contact (By phone in the first instance, followed by email/message if unavailable). Ensure accurate, complete, and up-to-date client records on Mortgage Keeper. Keep advisers informed of case progress and issues. Review and check mortgage offers thoroughly before notifying brokers. Liaise with introducers as required Office Management and Sales Support Upload and allocate client documents to the CRM, notifying advisers as appropriate. Handle correspondence from lenders/providers, directing it to relevant teams. Support directors with ad hoc administrative tasks. Monitor and manage stationery, office supplies, and equipment (including printers and first aid kit). Maintain accurate records of posted mail and reconcile with company postal bills. Support brokers to facilitate sales growth by ensuring effective communication and smooth processes Third-Party Referrals Refer clients to trusted third parties for additional services where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture Contribute ideas to improve back-office processes and business operations. Escalate staff complaints to directors and client ML concerns to the MLO/FCA in line with regulations. Required Qualifications 5 GCSEs grade 5 / C and above. Experience Minimum 2 years working in a Financial Advisory firm. Knowledge, Skills and Abilities Excellent communication, negotiation and interpersonal skills. Proficient in relevant IT systems. Highly organised with effective prioritisation and time management. Able to work independently. Strong team player with relationship-building and negotiation skills. Committed to ongoing professional development. By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.

About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner Team Leader to lead a team of 5 whilst supporting advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, leading a team, uploading requests into work flows and allocating work according to complexity to the team, whilst supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Leading a team of 5 (this team will grow) Requirements (Essential) You will have experience within a paraplanning role whilst being a seasoned people manager Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield is required for team meetings, training, and collaboration. Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Part-time Mortgage Administrator Spider is advertising on behalf of a growing and successful mortgage advisory business that is looking to recruit a Mortgage Administrator to join their team based in Ipswich, Suffolk on a part-time basis, working 14 hours per week. Fantastic company benefits include: Competitive Salary:£13.50 - £15.00 per hour, depending on experience Holiday: 10 days annual leave Additional: Flexible working hours to suit the right candidate, with the potential for additional hours in the future as the business continues to grow About the role As a Mortgage Administrator, you will play a key role in supporting Mortgage Brokers throughout the mortgage application process, from initial enquiry through to completion. This is an excellent opportunity to join a supportive and expanding business where your contribution will make a real difference to both the team and clients. The role offers flexibility around working hours and would suit an organised, proactive individual who enjoys working in a fast-paced environment. Main Duties & Responsibilities will include: Manage and maintain accurate borrower, loan, and application records, ensuring all documentation is up to date and compliant Provide administrative support throughout the mortgage process, including preparing correspondence, emails, and documentation Liaise with solicitors, lenders, valuers, financial advisers, and other third parties to progress applications through to completion Respond to enquiries and build strong relationships with clients and professional stakeholders, delivering excellent customer service Support compliance requirements and ensure mortgage applications are processed efficiently and in line with industry regulations About you: The ideal candidate will have previous administration or customer service experience and a genuine interest in the financial services sector. You will be highly organised, with excellent attention to detail and the ability to manage multiple tasks effectively. As a Mortgage Administrator, you will be a confident communicator with strong interpersonal skills and enjoy building positive working relationships with clients and professional contacts alike. A proactive approach, willingness to learn, and the ability to adapt to changing priorities are essential. Most importantly, you'll be a positive team player who enjoys contributing to a supportive and collaborative working environment. About them: They pride themselves on maintaining a supportive, team-focused culture where colleagues work collaboratively, support one another, and enjoy what they do. It's an environment where people work hard to deliver excellent results for clients while maintaining a positive, friendly, and enjoyable workplace. If you have the relevant skills and experience for this part-time Mortgage Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you. They are an equal opportunity employer and welcomes applicants from all backgrounds. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments. Please check your email inbox and spam/junk mail folder for any email correspondence for this role. This vacancy is being advertised and handled through Spider. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.

Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary 30,000 - 34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Are you interested in working for a rapidly evolving company? Do you want a career where no two days are the same? Our client offers a dynamic environment with excellent learning and development support. About the Role: Our client is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and the Nordics. They are a top ten accountancy firm in the UK and the largest SME practice. This role ensures the accurate and timely delivery of client payrolls, general administrative duties, and collaborative work within the payroll hub. You will communicate effectively with clients, offices, HMRC, and third-party providers, staying up-to-date with payroll legislation and industry changes. Key Responsibilities: Ensure accurate and timely delivery of client payrolls. Input data, run audit and validation checks, and interface data to General Ledger and Pensions systems. Monitor SSP, SMP, and other statutory payments. Process accurate and timely year-end reporting. Manage payroll changes to time and attendance systems (BMS). Administer end-to-end payroll processes and auto enrolment compliance. Answer payroll-related enquiries and act as a trusted advisor. Provide first-line support for pay queries. Peer check payrolls. Undertake general administrative duties and work collaboratively within the payroll hub. Develop relationships with clients and communicate effectively with wider offices, HMRC, and third-party providers. Stay updated with payroll legislation and industry changes through independent research. Skills & Experience: Previous payroll administration experience (minimum one year in a busy service-driven environment, preferably within a bureau). End-to-end payroll processing experience, including pensions, benefits, and statutory payments. High accuracy and attention to detail in both manual and systems-based work. Ability to coordinate, prioritise, and multitask with minimal supervision. Strong customer-focused approach, handling queries by telephone and email. Adaptability to a highly changeable environment. Excellent verbal and written communication skills. Ability to work under pressure and meet tight deadlines. Knowledge of payroll legislation, processing, and auto enrolment regulations. Ability to manually calculate payroll. Our client values personal attributes that make employees authentic in the marketplace. They seek individuals who can collaborate with peers, bring their own voice to the table, and respect others' opinions. They want someone who is dynamic, more than just a team member, and ready to join a family of like-minded individuals. If this sounds like the opportunity you are looking for, please apply now or contact Lorna Pilling directly on (phone number removed) for a confidential discussion about this role and other potential opportunities. Please Note: All applicants must have the right to work in the UK, as sponsorship for overseas employees cannot be provided for this role. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Customer Service Adviser - Doncaster Our client, a leading independent accident repair group in the UK, is hiring a Customer Service Adviser to join their friendly team in Doncaster. This full-time, permanent role offers a fantastic opportunity to be the first point of contact for customers, ensuring they receive a smooth and positive repair experience. What you'll be doing: Acting as the main contact for customers throughout their vehicle repair journey Providing regular updates on repair progress Booking vehicles in for repairs and organising collections/deliveries Working closely with colleagues to maintain high standards of service Taking excess payments and handling customer queries Greeting customers with a friendly, professional approach What you'll bring: Excellent customer service and communication skills Organised, proactive, and adaptable A positive, "can-do" attitude and team spirit Reliable, flexible, and willing to get involved Experience in customer service, call centres, or automotive environments is beneficial but not essential Details: Location: Doncaster, DN2 Hours: Monday to Friday, 8:00am - 5:00pm (40 hours/week) Salary: 26,836.80 per annum Benefits: Bonus opportunities, 25 days holiday plus bank holidays, excellent benefits, ongoing training, and career development Full training will be provided to support your success in this role. If you're passionate about delivering outstanding customer service and want to grow with a supportive, well-established company, we'd love to hear from you. Apply today or contact Arsalan Mohammed at or call (phone number removed) / (phone number removed). If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.

Job Description We are now recruiting a platform investments administrator to join our operations department. The purpose of the role is provide excellent customer service to customers through setting up, running and reviewing trades and ensuring all Securities are accurately priced. You will also maintain the integrity of the systems and customer facing data and will also be involved in investigating trading queries from customers and other business areas. Key Responsibilities: Assisting in the set up of various asset types, across the Platform. Maintaining Static Data and ensuring all assets are priced accurately. Checking and matching of executed trades (Equities, Collectives, FX). Processing trade rebookings and requesting static data updates. Client and Counterparty exposure monitoring (including Exposure Levels, Short positions, Client Debtors). Ensure Programme Trades are run and perform as expected. Actioning ad-hoc Fund Conversions at the request of clients. Liaise with other teams to ensure delivery of customer service and consumer outcomes. Support management with project implementations, fixes and upgrades through testing of software and assisting with the definition of processes and procedures. You'll have: Excellent customer service skills. Highly accurate work with excellent attention to detail. Ability to work to deadlines. IT literate; confident with Word and Excel. Excellent verbal and written communication. Previous experience in a financial services administration role (ideally stockbroking or banking) is desirable. About AJ Bell AJ Bell is one of the UK's fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors. Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures. We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work in 2025 and 2026 a reflection of our supportive and collaborative culture. What we offer Starting salary of 25,400 25 days holiday, increasing with service + buy/sell scheme + bank holidays 6% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free onsite gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment Our ways of working We offer hybrid working, with a minimum of 60% of your working time per month spent in the office. For new starters, there's an initial period of full-time office working to help you settle in and build relationships. Inclusion & diversity We're committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.

IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOE London, City (near Cannon Street) 2 days hybrid after probation Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere. About the Company This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning. They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management. We've placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients. This is a varied and structured position where you'll be involved in the full client journey, not just administrative tasks. You'll be trusted to manage your own workflow while working closely with colleagues across the business. Producing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems such as Intelliflo and Concert Hub Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload Ideally studying towards the Diploma in Financial Planning, or keen to start Salary & Benefits £34,000 - £38,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that genuinely invests in its people. There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time. After an initial couple of years in this role - they have various career development pathways you can look at. You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.

Parts Adviser Location: Carryduff Salary: Competitive Job Type: Full-time About the Role We have an exciting opportunity for a Parts Adviser to support both workshop operations and external customers by identifying, sourcing, and supplying the correct parts quickly and efficiently click apply for full job details

Lead the Business. Shape the Future. Build on 50+ Years of Success. Are you a commercially minded operator who understands field-based service delivery? Have you built your career in drainage, utilities, groundworks, construction, civil engineering, infrastructure maintenance or a closely related sector? Do you know what it takes to earn the respect of experienced crews, lead from the front and grow a successful SME without losing what makes it special? We are seeking a hands-on Managing Director to lead a highly respected, long-established SME into its next chapter. This is a rare opportunity to take the reins of a profitable business with strong foundations, loyal customers, an experienced workforce and genuine growth potential. The company has built its reputation over 50+ years by delivering specialist commercial and industrial drainage, maintenance and related services to customers across London, the South East and beyond. This appointment forms part of a planned leadership succession following the retirement of a long-serving and highly respected Managing Director. You will inherit a committed team, established customer relationships and a business with significant opportunity to evolve, diversify and grow. This is not a desk-only leadership role. We are looking for someone who can combine strategic thinking with practical operational understanding; someone who is as comfortable discussing growth plans with the Board as they are talking through site challenges, equipment, logistics, health & safety and customer delivery with operational teams. The Role at a Glance Managing Director Hands-on SME Leadership Location: Berkshire/Buckinghamshire borders Salary: £85,000 £90,000 + Executive benefits Contract: Full-time, permanent Reporting to: Chairman & Board Direct Reports: Operations Manager, Sales Manager, Executive Assistant Company: Established, profitable SME Culture: Practical Loyal Commercial Accountable People First Your background may include: Drainage, utilities, groundworks, civil engineering, construction services, environmental services, facilities maintenance, infrastructure maintenance, specialist contracting or field-based service operations. Previous / Current Roles: Operations Director, Commercial Director, Regional Director, Business Unit Director, General Manager. Divisional Director The Opportunity You will lead the overall direction, performance and long-term success of the business, working closely with the Board to develop and deliver a clear strategy for sustainable growth. The business has strong foundations, but there is also scope to think ambitiously. Future growth opportunities may include acquisitions, service diversification, expansion into adjacent markets, new commercial partnerships and continued development of the company s existing specialist services. Success will require a leader who can balance strategy with execution, commercial ambition with operational reality, and change with stability. You will need to build trust quickly with long-serving colleagues, customers and suppliers, while bringing fresh thinking and energy to the next phase of the company s journey. Where You ll Make an Impact Strategic Leadership • Develop and deliver the company s strategy, vision and growth plans. • Identify new markets, services, partnerships and investment opportunities. • Work closely with the Board to shape the future direction of the business. Commercial Growth • Drive revenue growth, profitability and long-term business performance. • Support business development, key account management and major commercial opportunities. • Lead significant bids, tenders, negotiations and strategic partnerships. Financial Management • Ensure sound financial controls, commercial decision-making and investment planning. • Work closely with the Finance Director and external advisers to maintain compliance and stability. Operational Leadership • Lead day-to-day operations across a field-based service business. • Ensure effective planning across people, equipment, vehicles and resources. • Drive operational efficiency, continuous improvement and high service standards. • Resolve operational challenges with a practical, hands-on approach. People & Culture • Lead, develop and inspire an experienced team. • Build trust and credibility across operational and commercial functions. • Foster a collaborative, accountable culture while supporting growth and succession planning. Governance & Compliance • Ensure compliance with health & safety, employment and industry regulations. • Maintain effective risk management, governance and quality standards. • Provide clear reporting and updates to the Board. About You You ll likely be an experienced Managing Director, General Manager, Operations Director, Commercial Director or Business Unit Leader with a track record of leading operational, field-based or contractor-led businesses. You ll bring • Senior leadership experience within an SME, contractor, utilities, construction, engineering or related operational environment. • Strong commercial acumen with accountability for revenue growth, profitability and business performance. • Experience leading operational teams and earning credibility with frontline, site-based or field-service workforces. • A practical, hands-on leadership style, ideally with experience close to frontline operations earlier in your career. • Strong business development, client relationship and commercial negotiation skills, including bids, tenders and contracts. • A solid understanding of health & safety, compliance, risk management and governance. • Excellent communication, stakeholder management and leadership skills, with the ability to influence at all levels. • Integrity, resilience, sound judgement and the ability to drive change while maintaining team engagement. Desirable • Experience within drainage, utilities, groundworks, civil engineering, infrastructure maintenance or related sectors. • Experience delivering growth through acquisitions, diversification or new service development. • Knowledge of regulated, compliance-led or environmental sectors. • NEBOSH, IOSH or equivalent health & safety qualification. • Experience managing depot-based, vehicle-led or equipment-intensive operations. Why This Role? This is a rare opportunity to take over a profitable, long-established business with an excellent reputation and strong foundations. Working closely with the Board, you'll lead an experienced team through a planned succession while shaping the next phase of growth. You'll have genuine autonomy, visibility and influence, with the opportunity to expand services, develop people, strengthen performance and leave a lasting legacy. If you're a commercially astute, hands-on leader who thrives in operational environments and wants to make a meaningful impact, we'd love to hear from you. Application notice We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.