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financial planning administrator
Planet Recruitment
Transport Administrator
Planet Recruitment Thame, Oxfordshire
Transport Operations Administrator - Thame, Oxfordshire 28,000 - 30,000 Full-Time Permanent Planet Recruitment are currently recruiting for a Transport Operations Administrator on behalf of our client in Thame, Oxfordshire. This is an excellent opportunity for an organised and proactive individual to join a busy logistics team, supporting the coordination of vehicle collections and deliveries while ensuring operational efficiency and compliance. Key Responsibilities Liaising with insurance companies, recovery agents, bodyshops, and customers to arrange vehicle collections and deliveries. Supporting driver and vehicle scheduling to maximise efficiency and cost-effectiveness. Assisting with route planning in line with driver regulations, including driving hours, breaks, and rest periods. Communicating with drivers throughout the day and resolving operational issues professionally. Ensuring service standards and contractual obligations are consistently met. Providing general administrative support within the transport operation. About You Previous experience within transport, logistics, or operational administration. Strong organisational and communication skills. Able to work independently and as part of a team in a fast-paced environment. A positive, can-do attitude with good attention to detail. Basic vehicle knowledge or experience within the automotive/salvage sector is advantageous. What's on Offer Monday to Friday day shifts Ongoing training and development Free onsite parking Uniform and PPE provided Employee discounts on fuel and car parts 20 days holiday + bank holidays, increasing with service Pension scheme with employer contribution Please note: This role is subject to DBS, financial, right-to-work, and reference checks. Job Type: Full-time, Permanent Salary: 28,000 - 30,000 per annum To find out more, please call Adam or Scott on (phone number removed) INDENG Planet Recruitment acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Planet Recruitment is an Equal Opportunities Employer. By applying for this role your details will be submitted to Planet Recruitment. Our Candidate Privacy Information Statement explains how we will use your information. Only candidates with the relevant skills and experience will be contacted after application, if you do not hear back from us within 7 days you have unfortunately been unsuccessful in your application. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the position.
Jun 10, 2026
Full time
Transport Operations Administrator - Thame, Oxfordshire 28,000 - 30,000 Full-Time Permanent Planet Recruitment are currently recruiting for a Transport Operations Administrator on behalf of our client in Thame, Oxfordshire. This is an excellent opportunity for an organised and proactive individual to join a busy logistics team, supporting the coordination of vehicle collections and deliveries while ensuring operational efficiency and compliance. Key Responsibilities Liaising with insurance companies, recovery agents, bodyshops, and customers to arrange vehicle collections and deliveries. Supporting driver and vehicle scheduling to maximise efficiency and cost-effectiveness. Assisting with route planning in line with driver regulations, including driving hours, breaks, and rest periods. Communicating with drivers throughout the day and resolving operational issues professionally. Ensuring service standards and contractual obligations are consistently met. Providing general administrative support within the transport operation. About You Previous experience within transport, logistics, or operational administration. Strong organisational and communication skills. Able to work independently and as part of a team in a fast-paced environment. A positive, can-do attitude with good attention to detail. Basic vehicle knowledge or experience within the automotive/salvage sector is advantageous. What's on Offer Monday to Friday day shifts Ongoing training and development Free onsite parking Uniform and PPE provided Employee discounts on fuel and car parts 20 days holiday + bank holidays, increasing with service Pension scheme with employer contribution Please note: This role is subject to DBS, financial, right-to-work, and reference checks. Job Type: Full-time, Permanent Salary: 28,000 - 30,000 per annum To find out more, please call Adam or Scott on (phone number removed) INDENG Planet Recruitment acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Planet Recruitment is an Equal Opportunities Employer. By applying for this role your details will be submitted to Planet Recruitment. Our Candidate Privacy Information Statement explains how we will use your information. Only candidates with the relevant skills and experience will be contacted after application, if you do not hear back from us within 7 days you have unfortunately been unsuccessful in your application. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the position.
Hays
Quantity Surveyor - Client side
Hays
Client-side Quantity Surveyor - Liverpool Hybrid working. 2 years FTC Your new company The role is to provide Quantity Surveying services on construction and estate works, which includes building maintenance, mechanical and electrical alterations/improvements and minor/major value capital and revenue projects within the value band of circa £25K to £10M. This is a client-side opportunity working in the education sector based in Liverpool working hybrid. The role may suit a graduate who has a few years of demonstrable industry experience. The role holder will also ensure that projects are delivered to the agreed programme, budget and quality, working to recognised industry standards.The role holder will undertake contract, cost and financial management of individual schemes and assist with the preparation of feasibility schemes, budget/pre-tender estimates and cost estimation, tender and procurement information and management, ensuring that expenditure is within agreed budgets, and that accurate project cost monitoring and cash flow forecasts are provided to assist the Finance Department with financial planning and identifying the necessary funding requirements. Assists in discussions concerning project performance and provides commercial input to project strategy and risk management, ensuring key performance targets (KPI's) reviews are undertaken for both the consultant's team and the construction team.Provides commercial input to construction contracts and undertakes risk profiling, including completion of risk registers, value management of projects and expenditure, advising on procurement strategy and the management of revenue and Minor Capital Projects. Ensures sustainable, low carbon schemes are implemented and energy use minimised by good design and installation practices. Provides advice in conjunction with the Senior Quantity Surveyor on contractual matters relating to projects, in respect of the preferred contract NEC and the JCT contract together with other appropriate forms of contract, and maintaining awareness of differing building contracts in use.Acts as Quantity Surveyor and the Contract Administrator's Representative where agreed, for allocated estate improvement and refurbishment projects, ensuring that works are completed to the agreed timescales, cost plans and quality standards. Produces outline and detailed budgets, cost estimates and cost plans for new works, replacements, adaptations and the extension of existing facilities and assess feasibility and budget information provided by the Framework Consultants. Manages external consultants using Schedule of Services, providing them with detailed briefing instructions, ensuring design information complies with the objectives and monitors their performance together with the quality of their design, throughout the life of the project through to financial completion. Attends Design Team project meetings with external Design Consultants and contributes to design quality and build-ability standards.Manages the production of building designs and specifications to meet the requirements of the Clients and to agreed programmes of work, ensuring compliance with all applicable statutory regulations and other Policies.Monitors progress of project work at design, procurement and implementation stages against the overall delivery programme.Undertake tender management in accordance with the Tender Process, complying with Financial and tendering regulations and procedures. Undertakes contract administration duties including the evaluation of Framework Contractors Early Warnings, Compensation Events, Variations and other claims, working with the Head of Design Group. Prepare, assess, negotiate and settle final accounts with consultants and contractors ensuring all costs are accounted for and agreed by all parties, negotiating solutions to resolve disputes effectively. Essential Educated to Degree level or equivalent in Quantity Surveying. Desirable Recognised professional qualification (RICS, CIOB etc) Skills, general and specialist knowledge Essential Experience of using BCIS or National Schedule of Rates or equivalent estimating methodology.Experience using Standard Method of Measurement.Experience of using risk management techniques for the management of projectsAble to liaise with customers at all levels on a one-to-one basis or in groups.Experience of the Construction Design and Management Regulations 2015Experience and knowledge of public sector procurement rules, and financial governance in a public-sector context. 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.
Jun 10, 2026
Full time
Client-side Quantity Surveyor - Liverpool Hybrid working. 2 years FTC Your new company The role is to provide Quantity Surveying services on construction and estate works, which includes building maintenance, mechanical and electrical alterations/improvements and minor/major value capital and revenue projects within the value band of circa £25K to £10M. This is a client-side opportunity working in the education sector based in Liverpool working hybrid. The role may suit a graduate who has a few years of demonstrable industry experience. The role holder will also ensure that projects are delivered to the agreed programme, budget and quality, working to recognised industry standards.The role holder will undertake contract, cost and financial management of individual schemes and assist with the preparation of feasibility schemes, budget/pre-tender estimates and cost estimation, tender and procurement information and management, ensuring that expenditure is within agreed budgets, and that accurate project cost monitoring and cash flow forecasts are provided to assist the Finance Department with financial planning and identifying the necessary funding requirements. Assists in discussions concerning project performance and provides commercial input to project strategy and risk management, ensuring key performance targets (KPI's) reviews are undertaken for both the consultant's team and the construction team.Provides commercial input to construction contracts and undertakes risk profiling, including completion of risk registers, value management of projects and expenditure, advising on procurement strategy and the management of revenue and Minor Capital Projects. Ensures sustainable, low carbon schemes are implemented and energy use minimised by good design and installation practices. Provides advice in conjunction with the Senior Quantity Surveyor on contractual matters relating to projects, in respect of the preferred contract NEC and the JCT contract together with other appropriate forms of contract, and maintaining awareness of differing building contracts in use.Acts as Quantity Surveyor and the Contract Administrator's Representative where agreed, for allocated estate improvement and refurbishment projects, ensuring that works are completed to the agreed timescales, cost plans and quality standards. Produces outline and detailed budgets, cost estimates and cost plans for new works, replacements, adaptations and the extension of existing facilities and assess feasibility and budget information provided by the Framework Consultants. Manages external consultants using Schedule of Services, providing them with detailed briefing instructions, ensuring design information complies with the objectives and monitors their performance together with the quality of their design, throughout the life of the project through to financial completion. Attends Design Team project meetings with external Design Consultants and contributes to design quality and build-ability standards.Manages the production of building designs and specifications to meet the requirements of the Clients and to agreed programmes of work, ensuring compliance with all applicable statutory regulations and other Policies.Monitors progress of project work at design, procurement and implementation stages against the overall delivery programme.Undertake tender management in accordance with the Tender Process, complying with Financial and tendering regulations and procedures. Undertakes contract administration duties including the evaluation of Framework Contractors Early Warnings, Compensation Events, Variations and other claims, working with the Head of Design Group. Prepare, assess, negotiate and settle final accounts with consultants and contractors ensuring all costs are accounted for and agreed by all parties, negotiating solutions to resolve disputes effectively. Essential Educated to Degree level or equivalent in Quantity Surveying. Desirable Recognised professional qualification (RICS, CIOB etc) Skills, general and specialist knowledge Essential Experience of using BCIS or National Schedule of Rates or equivalent estimating methodology.Experience using Standard Method of Measurement.Experience of using risk management techniques for the management of projectsAble to liaise with customers at all levels on a one-to-one basis or in groups.Experience of the Construction Design and Management Regulations 2015Experience and knowledge of public sector procurement rules, and financial governance in a public-sector context. 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.
Tate
IFA Adminisrator
Tate Maidstone, Kent
IFA Administrator Maidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Jun 10, 2026
Full time
IFA Administrator Maidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Modus Talent
Client Services Administrator
Modus Talent
CLIENT SERVICES ADMINISTRATOR £26,000 £30,000 Wolverhampton Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
Jun 10, 2026
Full time
CLIENT SERVICES ADMINISTRATOR £26,000 £30,000 Wolverhampton Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
Financial Divisions
Junior Paraplanner- Wealth Management, Hertford, £35,000-£45,000 (DOE and qualifications) + Benefits
Financial Divisions Hertford, Hertfordshire
A well-established and highly respected Independent Financial Adviser based in Hertford is seeking a motivated and ambitious Junior Paraplanner to join its growing team. This opportunity is ideal for a Financial Planning Administrator looking to progress into paraplanning, or an existing Junior Paraplanner who is Diploma qualified (or nearing completion) and keen to continue their professional development within a supportive and collaborative environment. The Opportunity Working closely with experienced Advisers and Paraplanners, you will be involved in the preparation of financial planning recommendations and technical research, while continuing to develop your knowledge across pensions, investments, protection and retirement planning. The firm is committed to supporting professional development and offers an excellent environment for individuals looking to build a long-term career within financial planning. Key Responsibilities Assisting in the preparation of suitability reports and recommendation letters Conducting research across pensions, investments and protection solutions Performing product, fund and platform comparisons Preparing cashflow planning and analysis where required Supporting advisers with pre- and post-meeting requirements Reviewing existing client arrangements and gathering provider information Maintaining accurate client records and ensuring compliance standards are met Liaising with providers, advisers and administrators to obtain relevant information Keeping up to date with industry and regulatory developments Candidate Requirements The successful candidate will have: Previous experience within an IFA, Wealth Management or Financial Planning environment Diploma in Regulated Financial Planning (Level 4) or be close to completing the qualification A genuine interest in technical financial planning Strong analytical and research skills Excellent attention to detail Strong written communication skills A proactive attitude and willingness to learn The ability to work effectively within a team environment Desirable Experience producing or assisting with suitability reports Familiarity with cashflow modelling tools Knowledge of Intelligent Office, Xplan or similar back-office systems Ambition to progress towards Chartered status What's on Offer Competitive salary of £35,000-£45,000 Study support and assistance towards Chartered qualifications Exposure to a wide range of financial planning cases Mentoring from experienced Advisers and Paraplanners Supportive and collaborative team culture Long-term career progression opportunities Pension and holiday benefits This is an excellent opportunity for a developing paraplanner to join a growing independent financial planning firm that values technical excellence, professional development and outstanding client outcomes. For a confidential discussion, please contact Sam Financial Divisions .
Jun 10, 2026
Full time
A well-established and highly respected Independent Financial Adviser based in Hertford is seeking a motivated and ambitious Junior Paraplanner to join its growing team. This opportunity is ideal for a Financial Planning Administrator looking to progress into paraplanning, or an existing Junior Paraplanner who is Diploma qualified (or nearing completion) and keen to continue their professional development within a supportive and collaborative environment. The Opportunity Working closely with experienced Advisers and Paraplanners, you will be involved in the preparation of financial planning recommendations and technical research, while continuing to develop your knowledge across pensions, investments, protection and retirement planning. The firm is committed to supporting professional development and offers an excellent environment for individuals looking to build a long-term career within financial planning. Key Responsibilities Assisting in the preparation of suitability reports and recommendation letters Conducting research across pensions, investments and protection solutions Performing product, fund and platform comparisons Preparing cashflow planning and analysis where required Supporting advisers with pre- and post-meeting requirements Reviewing existing client arrangements and gathering provider information Maintaining accurate client records and ensuring compliance standards are met Liaising with providers, advisers and administrators to obtain relevant information Keeping up to date with industry and regulatory developments Candidate Requirements The successful candidate will have: Previous experience within an IFA, Wealth Management or Financial Planning environment Diploma in Regulated Financial Planning (Level 4) or be close to completing the qualification A genuine interest in technical financial planning Strong analytical and research skills Excellent attention to detail Strong written communication skills A proactive attitude and willingness to learn The ability to work effectively within a team environment Desirable Experience producing or assisting with suitability reports Familiarity with cashflow modelling tools Knowledge of Intelligent Office, Xplan or similar back-office systems Ambition to progress towards Chartered status What's on Offer Competitive salary of £35,000-£45,000 Study support and assistance towards Chartered qualifications Exposure to a wide range of financial planning cases Mentoring from experienced Advisers and Paraplanners Supportive and collaborative team culture Long-term career progression opportunities Pension and holiday benefits This is an excellent opportunity for a developing paraplanner to join a growing independent financial planning firm that values technical excellence, professional development and outstanding client outcomes. For a confidential discussion, please contact Sam Financial Divisions .
Love Success Recruitment
Project Administrator to £35,000
Love Success Recruitment
Clerkenwell (Fully office-based role ) We are seeking a highly organised, proactive, and adaptable Project Administrator to play a pivotal role in supporting the successful delivery of projects within a fast-paced and creative environment. This is a dynamic and varied position that sits at the centre of project operations, providing essential administrative, operational, and coordination support to a multidisciplinary team of Project Managers, Designers, and wider business stakeholders. The successful candidate will be responsible for ensuring the smooth day-to-day running of projects by maintaining accurate project documentation, coordinating schedules and meetings, tracking project progress, supporting compliance requirements, and providing comprehensive administrative support across multiple workstreams. As a key point of coordination, you will help facilitate effective communication, ensure information is managed efficiently, and support the successful execution of projects. This role is ideally suited to someone who thrives in a creative and collaborative environment, enjoys balancing a diverse range of responsibilities, and is confident working with stakeholders at all levels. You will bring exceptional organisational and time-management skills, a proactive and solutions-focused approach, and a meticulous attention to detail, enabling you to manage competing priorities while maintaining a consistently high standard of work. Provide day-to-day administrative support across multiple project teams Maintain project documentation, compliance, schedules, risk registers, and project files. Prepare project reports, status updates, meeting minutes, and presentations. Coordinate meetings, workshops, design reviews, and client presentations. Manage diaries, meeting schedules, room bookings, and virtual meeting arrangements. Support resource planning and allocation activities across project teams. Support client communication processes and maintain contact records. Prepare client-facing documents, reports, and presentation materials. Coordinate stakeholder meetings and distribute relevant project information. Build positive working relationships with internal and external stakeholders. Maintain accurate financial records and project documentation. Maintain project systems and databases. Update project trackers, dashboards, and reporting tools. If you're looking to be part of a collaborative, dynamic team and make a meaningful contribution at the heart of project delivery, we'd love to hear from you. Salary will depend upon experience Love Success is a top recruitment agency based in London, dedicated to connecting exceptional administrative and office support staff with the leading businesses across London and the UK. Whether you're a candidate seeking Personal Assistant roles in London or an employer looking to hire administrative and office support staff, our agency provides high-quality recruitment services tailored to your needs. At Love Success, we champion diversity, equity, and inclusion, embedding these values into every aspect of our operations. Our unwavering commitment to these principles is evident in our recruitment practices and our comprehensive training and development programs. We partner with organisations that share our dedication to fostering diverse and inclusive workplaces, where individuals can be their true selves in the workplace. Together, we strive to promote equality and create opportunities for all. Love Success is proud to serve as an Employment Agency for this vacancy.
Jun 10, 2026
Full time
Clerkenwell (Fully office-based role ) We are seeking a highly organised, proactive, and adaptable Project Administrator to play a pivotal role in supporting the successful delivery of projects within a fast-paced and creative environment. This is a dynamic and varied position that sits at the centre of project operations, providing essential administrative, operational, and coordination support to a multidisciplinary team of Project Managers, Designers, and wider business stakeholders. The successful candidate will be responsible for ensuring the smooth day-to-day running of projects by maintaining accurate project documentation, coordinating schedules and meetings, tracking project progress, supporting compliance requirements, and providing comprehensive administrative support across multiple workstreams. As a key point of coordination, you will help facilitate effective communication, ensure information is managed efficiently, and support the successful execution of projects. This role is ideally suited to someone who thrives in a creative and collaborative environment, enjoys balancing a diverse range of responsibilities, and is confident working with stakeholders at all levels. You will bring exceptional organisational and time-management skills, a proactive and solutions-focused approach, and a meticulous attention to detail, enabling you to manage competing priorities while maintaining a consistently high standard of work. Provide day-to-day administrative support across multiple project teams Maintain project documentation, compliance, schedules, risk registers, and project files. Prepare project reports, status updates, meeting minutes, and presentations. Coordinate meetings, workshops, design reviews, and client presentations. Manage diaries, meeting schedules, room bookings, and virtual meeting arrangements. Support resource planning and allocation activities across project teams. Support client communication processes and maintain contact records. Prepare client-facing documents, reports, and presentation materials. Coordinate stakeholder meetings and distribute relevant project information. Build positive working relationships with internal and external stakeholders. Maintain accurate financial records and project documentation. Maintain project systems and databases. Update project trackers, dashboards, and reporting tools. If you're looking to be part of a collaborative, dynamic team and make a meaningful contribution at the heart of project delivery, we'd love to hear from you. Salary will depend upon experience Love Success is a top recruitment agency based in London, dedicated to connecting exceptional administrative and office support staff with the leading businesses across London and the UK. Whether you're a candidate seeking Personal Assistant roles in London or an employer looking to hire administrative and office support staff, our agency provides high-quality recruitment services tailored to your needs. At Love Success, we champion diversity, equity, and inclusion, embedding these values into every aspect of our operations. Our unwavering commitment to these principles is evident in our recruitment practices and our comprehensive training and development programs. We partner with organisations that share our dedication to fostering diverse and inclusive workplaces, where individuals can be their true selves in the workplace. Together, we strive to promote equality and create opportunities for all. Love Success is proud to serve as an Employment Agency for this vacancy.
Premier Jobs UK
Ifa Administrator
Premier Jobs UK Leamington Spa, Warwickshire
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 09, 2026
Full time
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Blue Arrow
Specialist and Industrial Services - Administrator
Blue Arrow City, York
Blue Arrow are looking to recruit a full time Administrator for one of our clients in York. Main Purpose of Role: Reporting to the Administration Team Leader with direct link to either the Contract or Ops Manager the role holder will provide a wide range of administrative support for national specialist and industrial cleaning services. The scope of the role is to ensure that exceptional service levels, client satisfaction, continuous improvement and innovation are provided to service management, other colleagues and clients. Living the Values: People First - Acts as an ambassador for Bidvest Noonan, always communicates effectively and professionally to deliver a high-quality service. Recognises and shares success stories to promote a culture of wellbeing. Is tactful and diplomatic when dealing with people, always treating them with dignity and respect. The Basics - Is coherent in the fundamentals, is fluent in policies and procedures. Imagination - Uses initiative and positively contributes to the business. Contributes creative solutions and ideas and can think 'outside of the box'. Social Value - Acts sustainably with consideration to reduce waste and improve the environment. Adaptive & Agile - Seeks to exceed client expectations and works collaboratively to achieve this. Earn Trust - Delivers trust by delivering on promises, is a starter finisher who behaves ethically. Role and Responsibilities: To support the management team regarding preventative planned maintenance and reactive works including Callouts and Quoted Works. Responsible for planning and coordinating work schedules in support of our specialist and industrial teams, in particular the internal window cleaning schedule for the DLOs. Responsible for job allocation, job review and forward processing of all TASK documentation Responsible for placing orders for services/materials/stores equipment/PPE in support of service teams. Support service management to compile data and reports for internal or external meetings and other purposes as directed. Provide marketing and business development support, liaising with current and prospective clients to generate leads and support business growth. Support the management team to ensure the business is fully compliant with industry standards, employment legislation, ISO standards, company policies and procedures across service teams. Communicating with clients and sub-contractors on a daily basis. Responsible for accurately billing/invoicing across the service area. Responsible for operating a range of in-house and client IT systems. To be proficient in the operation of Microsoft Office. To support the development of financial reports. Attend scheduled or ad-hoc meetings as directed by service management. Support and promote the implementation of service or company initiatives. To communicate through the relevant platforms, all works schedules and updates. Accept and process applicable time sheets and ensure staff wage data is presented in an accurate and timely manner to payroll services. To support and encourage good working relationships and a good work environment. To comply with the Company accident reporting procedure and assist promptly and accurately in the completion of relevant documentation. To complete training relevant to the role as determined and notified by service management. The above reflects the main elements associated with this role, it is not intended to be exclusive or exhaustive. Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.
Jun 09, 2026
Full time
Blue Arrow are looking to recruit a full time Administrator for one of our clients in York. Main Purpose of Role: Reporting to the Administration Team Leader with direct link to either the Contract or Ops Manager the role holder will provide a wide range of administrative support for national specialist and industrial cleaning services. The scope of the role is to ensure that exceptional service levels, client satisfaction, continuous improvement and innovation are provided to service management, other colleagues and clients. Living the Values: People First - Acts as an ambassador for Bidvest Noonan, always communicates effectively and professionally to deliver a high-quality service. Recognises and shares success stories to promote a culture of wellbeing. Is tactful and diplomatic when dealing with people, always treating them with dignity and respect. The Basics - Is coherent in the fundamentals, is fluent in policies and procedures. Imagination - Uses initiative and positively contributes to the business. Contributes creative solutions and ideas and can think 'outside of the box'. Social Value - Acts sustainably with consideration to reduce waste and improve the environment. Adaptive & Agile - Seeks to exceed client expectations and works collaboratively to achieve this. Earn Trust - Delivers trust by delivering on promises, is a starter finisher who behaves ethically. Role and Responsibilities: To support the management team regarding preventative planned maintenance and reactive works including Callouts and Quoted Works. Responsible for planning and coordinating work schedules in support of our specialist and industrial teams, in particular the internal window cleaning schedule for the DLOs. Responsible for job allocation, job review and forward processing of all TASK documentation Responsible for placing orders for services/materials/stores equipment/PPE in support of service teams. Support service management to compile data and reports for internal or external meetings and other purposes as directed. Provide marketing and business development support, liaising with current and prospective clients to generate leads and support business growth. Support the management team to ensure the business is fully compliant with industry standards, employment legislation, ISO standards, company policies and procedures across service teams. Communicating with clients and sub-contractors on a daily basis. Responsible for accurately billing/invoicing across the service area. Responsible for operating a range of in-house and client IT systems. To be proficient in the operation of Microsoft Office. To support the development of financial reports. Attend scheduled or ad-hoc meetings as directed by service management. Support and promote the implementation of service or company initiatives. To communicate through the relevant platforms, all works schedules and updates. Accept and process applicable time sheets and ensure staff wage data is presented in an accurate and timely manner to payroll services. To support and encourage good working relationships and a good work environment. To comply with the Company accident reporting procedure and assist promptly and accurately in the completion of relevant documentation. To complete training relevant to the role as determined and notified by service management. The above reflects the main elements associated with this role, it is not intended to be exclusive or exhaustive. Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.
Premier Jobs UK
IFA Administrator
Premier Jobs UK Taunton, Somerset
This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Taunton - You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 09, 2026
Full time
This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Taunton - You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Financial Divisions
Paraplanner North London Up to £45,000 Hybrid Working Route to Adviser
Financial Divisions
A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future. The Role You will play a key role in supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base. Key responsibilities include: Preparing detailed suitability reports and recommendations Conducting research and analysis across pensions, investments, and protection Assisting with cashflow modelling and financial planning strategies Liaising with advisers, administrators, and providers Supporting the end-to-end advice process Why This Role Stands Out Clear route to Adviser - the firm actively supports and develops paraplanners into client-facing roles Supportive, close-knit team - you'll be part of a collaborative environment where your development is prioritised Exposure to high-quality advice work with experienced advisers A business that genuinely invests in its people and long-term careers Working Pattern Harrow-based office Hybrid working available (typically 2-3 days from home) Flexible and understanding culture Package Up to £50,000 basic salary (depending on experience) Study support for further qualifications Clear progression pathway into advising Stability within a growing IFA firm Requirements Level 4 Diploma in Financial Planning (CII) - essential Experience in a paraplanning role within an IFA firm Strong technical knowledge across pensions and investments Excellent attention to detail and report writing skills Ambition to progress into an Adviser role The Ideal Candidate You'll be someone who enjoys the technical side of financial planning but also has the ambition and interpersonal skills to step into a client-facing role over time.
Jun 09, 2026
Full time
A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future. The Role You will play a key role in supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base. Key responsibilities include: Preparing detailed suitability reports and recommendations Conducting research and analysis across pensions, investments, and protection Assisting with cashflow modelling and financial planning strategies Liaising with advisers, administrators, and providers Supporting the end-to-end advice process Why This Role Stands Out Clear route to Adviser - the firm actively supports and develops paraplanners into client-facing roles Supportive, close-knit team - you'll be part of a collaborative environment where your development is prioritised Exposure to high-quality advice work with experienced advisers A business that genuinely invests in its people and long-term careers Working Pattern Harrow-based office Hybrid working available (typically 2-3 days from home) Flexible and understanding culture Package Up to £50,000 basic salary (depending on experience) Study support for further qualifications Clear progression pathway into advising Stability within a growing IFA firm Requirements Level 4 Diploma in Financial Planning (CII) - essential Experience in a paraplanning role within an IFA firm Strong technical knowledge across pensions and investments Excellent attention to detail and report writing skills Ambition to progress into an Adviser role The Ideal Candidate You'll be someone who enjoys the technical side of financial planning but also has the ambition and interpersonal skills to step into a client-facing role over time.
Sewell Wallis Ltd
Finance Manager
Sewell Wallis Ltd Bradford, Yorkshire
Sewell Wallis is partnering with a well-established, family-owned e-commerce Bradford based business with over 30 years of trading history. Supplying products to a range of recognised retail brands, the business is currently navigating a challenging period and is seeking a commercially minded finance professional who can help drive change, improve performance and play a key role in shaping the future direction of the company. This is far more than a traditional finance role. You'll join a close-knit Senior Leadership Team and be given the platform to influence strategic decisions, challenge existing processes and make a genuine impact across the organisation. For the right individual, there is a clear pathway to progress into a Finance Director position. What will you be doing? Working closely with the Managing Director and wider leadership team, your responsibilities as the Finance Manager will include: Managing and developing a small finance team Supporting the preparation and delivery of monthly and year-end financial accounts Managing banking relationships, foreign currency transactions and cash flow forecasting Reviewing and improving financial controls, processes and reporting procedures Identifying operational improvements and helping implement positive change across the business Reviewing supplier and service contracts and supporting renegotiations where appropriate Analysing costs, margins and profitability to support commercial decision-making Supporting long-term strategic planning and business growth initiatives Playing an active role in monthly management and leadership meetings What skills do we need? We're looking for a commercially focused finance professional who enjoys being hands-on and influencing business performance. You will ideally have: ACA, ACCA or CIMA qualification (qualified by experience candidates with relevant expertise will also be considered) Previous experience within an e-commerce environment Strong commercial acumen and a proactive approach to problem-solving Experience partnering with operational teams and senior stakeholders Proven leadership skills with the ability to develop and motivate others The ambition and potential to progress into a future Finance Director role What's On Offer? 60,000 - 80,000 salary, depending on experience Clear progression pathway to Finance Director 28 days holiday plus bank holidays Hybrid working (4 days office / 1 day from home) Private healthcare Opportunity to play a genuine role in transforming and shaping the future of the business Apply for this role below, or for more information, contact Kayley. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Jun 09, 2026
Full time
Sewell Wallis is partnering with a well-established, family-owned e-commerce Bradford based business with over 30 years of trading history. Supplying products to a range of recognised retail brands, the business is currently navigating a challenging period and is seeking a commercially minded finance professional who can help drive change, improve performance and play a key role in shaping the future direction of the company. This is far more than a traditional finance role. You'll join a close-knit Senior Leadership Team and be given the platform to influence strategic decisions, challenge existing processes and make a genuine impact across the organisation. For the right individual, there is a clear pathway to progress into a Finance Director position. What will you be doing? Working closely with the Managing Director and wider leadership team, your responsibilities as the Finance Manager will include: Managing and developing a small finance team Supporting the preparation and delivery of monthly and year-end financial accounts Managing banking relationships, foreign currency transactions and cash flow forecasting Reviewing and improving financial controls, processes and reporting procedures Identifying operational improvements and helping implement positive change across the business Reviewing supplier and service contracts and supporting renegotiations where appropriate Analysing costs, margins and profitability to support commercial decision-making Supporting long-term strategic planning and business growth initiatives Playing an active role in monthly management and leadership meetings What skills do we need? We're looking for a commercially focused finance professional who enjoys being hands-on and influencing business performance. You will ideally have: ACA, ACCA or CIMA qualification (qualified by experience candidates with relevant expertise will also be considered) Previous experience within an e-commerce environment Strong commercial acumen and a proactive approach to problem-solving Experience partnering with operational teams and senior stakeholders Proven leadership skills with the ability to develop and motivate others The ambition and potential to progress into a future Finance Director role What's On Offer? 60,000 - 80,000 salary, depending on experience Clear progression pathway to Finance Director 28 days holiday plus bank holidays Hybrid working (4 days office / 1 day from home) Private healthcare Opportunity to play a genuine role in transforming and shaping the future of the business Apply for this role below, or for more information, contact Kayley. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Clockwork Organisation Ltd t/a Travail Employment
Sales Support Administrator
Clockwork Organisation Ltd t/a Travail Employment Pentre Maelor, Clwyd
Sales Support Administrator £28,000 - £30,000 per annum (depending on skills and abilities) Permanent role Location: Wrexham Additional benefits: Life Assurance (x3 salary) 31 days holiday (including bank holidays). Enhanced pension (5% employer contributions) Private Medical insurance after 6 months service Free parking. Benefits platform The Role: We are partnering with a global, market-leading organisation, known for innovation, premium products, and strong international presence. As part of their continued growth, they're looking for a Sales Support Administrator to play a key role, linking customers and internal departments to ensure a high level of service and efficiency. Responsibilities: Provide day-to-day sales and administrative support Coordinate with internal teams and customers to ensure smooth operations Manage customer accounts, pricing, and contractual agreements Support equipment distribution, maintenance, and logistics Liaise with third-party suppliers and service providers Handle financial tasks including reconciliations, credits, and business cases Apply promotions and maintain customer loyalty schemes Process orders and maintain accurate system records Produce sales reports using reporting tools Deliver high-quality customer service and operational support Requirements: Excellent communication (written and verbal) Attention to detail and accuracy Customer focused mindset Good relationship builder/ team player Able to work on own initiative Excellent planning, multitasking and organisational skills Problem solving skills Proficient working knowledge of Microsoft Office, Excel and have excellent administration skills Additional skills/job titles : Sales Administrator, Admin Assistant, Sales Operations Coordinator. Note : If this job is not for you but you are looking for a new opportunity, please contact us for a confidential discussion on your career. To Apply This vacancy is advertised by Travail Employment Group who are acting as an Employment Agency. Once you click to apply for this job your application will be immediately received by Travail Employment Group. If your application is successful a consultant will be in contact with you within the next 7 days. If we have not contacted you within 7 days you may not have been successful for this position but please feel free to give us a call to discuss similar roles. All candidates registering with Travail Employment Group will need to provide proof of identity, and evidence of any experience, training and qualifications our client considers necessary for this position. CWOIND01
Jun 09, 2026
Full time
Sales Support Administrator £28,000 - £30,000 per annum (depending on skills and abilities) Permanent role Location: Wrexham Additional benefits: Life Assurance (x3 salary) 31 days holiday (including bank holidays). Enhanced pension (5% employer contributions) Private Medical insurance after 6 months service Free parking. Benefits platform The Role: We are partnering with a global, market-leading organisation, known for innovation, premium products, and strong international presence. As part of their continued growth, they're looking for a Sales Support Administrator to play a key role, linking customers and internal departments to ensure a high level of service and efficiency. Responsibilities: Provide day-to-day sales and administrative support Coordinate with internal teams and customers to ensure smooth operations Manage customer accounts, pricing, and contractual agreements Support equipment distribution, maintenance, and logistics Liaise with third-party suppliers and service providers Handle financial tasks including reconciliations, credits, and business cases Apply promotions and maintain customer loyalty schemes Process orders and maintain accurate system records Produce sales reports using reporting tools Deliver high-quality customer service and operational support Requirements: Excellent communication (written and verbal) Attention to detail and accuracy Customer focused mindset Good relationship builder/ team player Able to work on own initiative Excellent planning, multitasking and organisational skills Problem solving skills Proficient working knowledge of Microsoft Office, Excel and have excellent administration skills Additional skills/job titles : Sales Administrator, Admin Assistant, Sales Operations Coordinator. Note : If this job is not for you but you are looking for a new opportunity, please contact us for a confidential discussion on your career. To Apply This vacancy is advertised by Travail Employment Group who are acting as an Employment Agency. Once you click to apply for this job your application will be immediately received by Travail Employment Group. If your application is successful a consultant will be in contact with you within the next 7 days. If we have not contacted you within 7 days you may not have been successful for this position but please feel free to give us a call to discuss similar roles. All candidates registering with Travail Employment Group will need to provide proof of identity, and evidence of any experience, training and qualifications our client considers necessary for this position. CWOIND01
Financial Divisions
Senior IFA Administrator / Team Leader - London/ Hybrid - £45,000 + Excellent Bonus & Benefits
Financial Divisions
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
Jun 09, 2026
Full time
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
LJ Recruitment
Executive Assistant to Regional Head
LJ Recruitment City, London
Executive Assistant to the Regional Head Location: Central London Salary: 29,500 per annum Contract: 12-Month Fixed-Term Contract (with potential for extension) Working Pattern: Full-Time, Fully Office-Based About the Opportunity Our client is a well-established international bank with a strong global presence and a reputation for delivering exceptional service to its customers and stakeholders. An exciting opportunity has arisen for an experienced and highly organised Executive Assistant to provide dedicated support to the Regional Head based in Central London. This is a key role requiring professionalism, discretion, excellent communication skills and the ability to manage multiple priorities in a fast-paced environment. The successful candidate will work closely with senior leadership, supporting business operations through effective diary management, meeting coordination, reporting, travel arrangements and stakeholder engagement. Key Responsibilities Executive & Meeting Support Coordinate and organise meetings, conferences and appointments with senior executives, department heads, clients and external stakeholders. Prepare, collate and distribute meeting materials in advance. Attend meetings where required, taking accurate notes and producing minutes. Track and monitor action points, ensuring timely follow-up and completion. Arrange meeting rooms, refreshments and hospitality requirements. Diary & Travel Management Manage the Regional Head's diary, appointments and scheduling. Coordinate domestic and international travel arrangements, including flights, accommodation, transport and visa requirements where necessary. Ensure travel itineraries and supporting documentation are prepared accurately and efficiently. Office Administration Act as the first point of contact for telephone enquiries and visitors. Manage filing systems and maintain accurate records and documentation. Raise purchase orders, stationery requests and payment requests as required. Support the smooth running of office operations and hospitality arrangements. Assist with project tracking and workflow management. Communication & Reporting Manage incoming correspondence, emails and post in a professional and timely manner. Prepare presentations, management information reports, financial reports and business updates. Analyse data and reports to support the Regional Head in decision-making. Coordinate communication between the Regional Head, senior management and key stakeholders. Monitor and report on organisational performance metrics. Relationship Management Build and maintain effective relationships with internal and external stakeholders. Liaise with travel providers, service suppliers and other third-party organisations on behalf of the Regional Head. Maintain professional networks and key business contacts. HR & Team Support Provide administrative and coordination support to HR-related activities when required. Assist with organising staff events, meetings and engagement initiatives. Support wider team activities and undertake additional duties delegated by the Regional Head. About You To be successful in this role, you will have: A degree in any discipline. Previous experience as an Executive Assistant, Personal Assistant or Senior Administrator supporting senior leadership. Strong organisational and planning skills with exceptional attention to detail. Excellent written and verbal communication skills. Advanced proficiency in Microsoft Office, including Outlook, Word, Excel and PowerPoint. The ability to manage multiple priorities and meet deadlines. Strong interpersonal skills with a professional and confident manner. Experience handling confidential and sensitive information with discretion. A warm, approachable and service-focused attitude. What We Offer Competitive salary of 29,500 per annum. Opportunity to work within a respected international banking environment. Exposure to senior leadership and strategic business activities. Professional and supportive office environment. Potential for contract extension beyond the initial 12-month term, subject to business requirements and performance. If you are a proactive and organised professional looking to further your career within an international banking environment, we would be delighted to hear from you.
Jun 09, 2026
Contractor
Executive Assistant to the Regional Head Location: Central London Salary: 29,500 per annum Contract: 12-Month Fixed-Term Contract (with potential for extension) Working Pattern: Full-Time, Fully Office-Based About the Opportunity Our client is a well-established international bank with a strong global presence and a reputation for delivering exceptional service to its customers and stakeholders. An exciting opportunity has arisen for an experienced and highly organised Executive Assistant to provide dedicated support to the Regional Head based in Central London. This is a key role requiring professionalism, discretion, excellent communication skills and the ability to manage multiple priorities in a fast-paced environment. The successful candidate will work closely with senior leadership, supporting business operations through effective diary management, meeting coordination, reporting, travel arrangements and stakeholder engagement. Key Responsibilities Executive & Meeting Support Coordinate and organise meetings, conferences and appointments with senior executives, department heads, clients and external stakeholders. Prepare, collate and distribute meeting materials in advance. Attend meetings where required, taking accurate notes and producing minutes. Track and monitor action points, ensuring timely follow-up and completion. Arrange meeting rooms, refreshments and hospitality requirements. Diary & Travel Management Manage the Regional Head's diary, appointments and scheduling. Coordinate domestic and international travel arrangements, including flights, accommodation, transport and visa requirements where necessary. Ensure travel itineraries and supporting documentation are prepared accurately and efficiently. Office Administration Act as the first point of contact for telephone enquiries and visitors. Manage filing systems and maintain accurate records and documentation. Raise purchase orders, stationery requests and payment requests as required. Support the smooth running of office operations and hospitality arrangements. Assist with project tracking and workflow management. Communication & Reporting Manage incoming correspondence, emails and post in a professional and timely manner. Prepare presentations, management information reports, financial reports and business updates. Analyse data and reports to support the Regional Head in decision-making. Coordinate communication between the Regional Head, senior management and key stakeholders. Monitor and report on organisational performance metrics. Relationship Management Build and maintain effective relationships with internal and external stakeholders. Liaise with travel providers, service suppliers and other third-party organisations on behalf of the Regional Head. Maintain professional networks and key business contacts. HR & Team Support Provide administrative and coordination support to HR-related activities when required. Assist with organising staff events, meetings and engagement initiatives. Support wider team activities and undertake additional duties delegated by the Regional Head. About You To be successful in this role, you will have: A degree in any discipline. Previous experience as an Executive Assistant, Personal Assistant or Senior Administrator supporting senior leadership. Strong organisational and planning skills with exceptional attention to detail. Excellent written and verbal communication skills. Advanced proficiency in Microsoft Office, including Outlook, Word, Excel and PowerPoint. The ability to manage multiple priorities and meet deadlines. Strong interpersonal skills with a professional and confident manner. Experience handling confidential and sensitive information with discretion. A warm, approachable and service-focused attitude. What We Offer Competitive salary of 29,500 per annum. Opportunity to work within a respected international banking environment. Exposure to senior leadership and strategic business activities. Professional and supportive office environment. Potential for contract extension beyond the initial 12-month term, subject to business requirements and performance. If you are a proactive and organised professional looking to further your career within an international banking environment, we would be delighted to hear from you.
Citrus Elite Recruitment Ltd
IFA Administrator
Citrus Elite Recruitment Ltd Chester, Cheshire
IFA Administrator Chester £30k - £35k Depending on Experience Mon Fri 09:00am 05:00m Office Based Free Parking Huge Career Development Opportunities Are you an IFA Administrator or have worked as an Administrator within the Financial Service filed and looking for a fresh challenge? Do you have experience working with Intelliflo/io/Intelligent Office CRM system? Our client is going through an exiting time currently and due to huge growth are looking to add to the team an Experienced IFA Administrator (2 years minimum experience) We are looking for an Experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. If you meet the above criteria and would like an informal chat, please apply to be considered for this unique and exciting opportunity.
Jun 09, 2026
Full time
IFA Administrator Chester £30k - £35k Depending on Experience Mon Fri 09:00am 05:00m Office Based Free Parking Huge Career Development Opportunities Are you an IFA Administrator or have worked as an Administrator within the Financial Service filed and looking for a fresh challenge? Do you have experience working with Intelliflo/io/Intelligent Office CRM system? Our client is going through an exiting time currently and due to huge growth are looking to add to the team an Experienced IFA Administrator (2 years minimum experience) We are looking for an Experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. If you meet the above criteria and would like an informal chat, please apply to be considered for this unique and exciting opportunity.
Osborne Appointments
Project Support Assistant
Osborne Appointments Bletchley, Buckinghamshire
Role: Project Support Assistant Location: Central Milton Keynes Hours: Full Time, Monday to Friday, 37.5 hours per week Salary: £30,000 - £33,000 (Dependent on Experience) An excellent opportunity has now arisen for a Project Support Assistant to join a successful and rapidly growing organisation based in Central Milton Keynes. This is a fantastic opportunity for someone who enjoys variety, thrives in a fast-paced environment and wants to be part of a business with ambitious growth plans. The role offers genuine long-term career development, exposure to senior stakeholders and the opportunity to play a key part in supporting the successful delivery of multiple projects across the business. Who are we? Our client is a fast-growing professional services organisation experiencing significant expansion. They are known for delivering high-quality solutions to their clients and have created a collaborative and supportive working environment where employees are encouraged to develop and progress their careers. Benefits: Excellent opportunities for career progression and development Exposure to senior leadership and key business projects Join a growing and ambitious organisation Supportive and collaborative team environment Modern offices in Central Milton Keynes Permanent, full-time opportunity Duties of a Project Support Assistant: Support Directors and senior stakeholders with project administration and coordination Assist with maintaining invoice schedules and tracking project finances Liaise with finance teams and client contacts to support timely invoice processing Ensure project documentation is accurate, compliant and up to date Manage contracts, agreements and project records, ensuring they are stored correctly and easily accessible Support resource planning and scheduling across multiple projects Coordinate internal meetings, project reviews and reporting activities Assist with bid submissions, presentations and client documentation Maintain project tracking systems and document control processes Provide general administrative support across a range of live projects Support multiple stakeholders whilst managing competing priorities and deadlines What we would like from you: Previous experience within a Project Coordinator, Project Administrator, Project Support or similar administrative role Strong organisational skills with exceptional attention to detail Ability to manage multiple tasks and prioritise effectively in a busy environment Confident communicator who can build relationships across all levels of a business Financially aware and comfortable working with invoices, budgets and reporting information Strong Microsoft Office skills, particularly Excel Experience supporting project teams or professional services environments would be advantageous Knowledge of C-MAP would be a significant advantage Positive, proactive and solutions-focused approach If you are interested in this role, please apply below with your most recent CV. MKTEMP By applying to this job advertisement, you confirm you have read and understood our Data Protection and Privacy statement and give OA Group authorisation to hold your provided data. Thank you for your interest in this vacancy, which is being advertised by OA Group, who are acting as an employment agency/business. Your application will be considered in competition with others and we will contact you within 3 working days.
Jun 09, 2026
Full time
Role: Project Support Assistant Location: Central Milton Keynes Hours: Full Time, Monday to Friday, 37.5 hours per week Salary: £30,000 - £33,000 (Dependent on Experience) An excellent opportunity has now arisen for a Project Support Assistant to join a successful and rapidly growing organisation based in Central Milton Keynes. This is a fantastic opportunity for someone who enjoys variety, thrives in a fast-paced environment and wants to be part of a business with ambitious growth plans. The role offers genuine long-term career development, exposure to senior stakeholders and the opportunity to play a key part in supporting the successful delivery of multiple projects across the business. Who are we? Our client is a fast-growing professional services organisation experiencing significant expansion. They are known for delivering high-quality solutions to their clients and have created a collaborative and supportive working environment where employees are encouraged to develop and progress their careers. Benefits: Excellent opportunities for career progression and development Exposure to senior leadership and key business projects Join a growing and ambitious organisation Supportive and collaborative team environment Modern offices in Central Milton Keynes Permanent, full-time opportunity Duties of a Project Support Assistant: Support Directors and senior stakeholders with project administration and coordination Assist with maintaining invoice schedules and tracking project finances Liaise with finance teams and client contacts to support timely invoice processing Ensure project documentation is accurate, compliant and up to date Manage contracts, agreements and project records, ensuring they are stored correctly and easily accessible Support resource planning and scheduling across multiple projects Coordinate internal meetings, project reviews and reporting activities Assist with bid submissions, presentations and client documentation Maintain project tracking systems and document control processes Provide general administrative support across a range of live projects Support multiple stakeholders whilst managing competing priorities and deadlines What we would like from you: Previous experience within a Project Coordinator, Project Administrator, Project Support or similar administrative role Strong organisational skills with exceptional attention to detail Ability to manage multiple tasks and prioritise effectively in a busy environment Confident communicator who can build relationships across all levels of a business Financially aware and comfortable working with invoices, budgets and reporting information Strong Microsoft Office skills, particularly Excel Experience supporting project teams or professional services environments would be advantageous Knowledge of C-MAP would be a significant advantage Positive, proactive and solutions-focused approach If you are interested in this role, please apply below with your most recent CV. MKTEMP By applying to this job advertisement, you confirm you have read and understood our Data Protection and Privacy statement and give OA Group authorisation to hold your provided data. Thank you for your interest in this vacancy, which is being advertised by OA Group, who are acting as an employment agency/business. Your application will be considered in competition with others and we will contact you within 3 working days.
Office Angels
IFA Administrator
Office Angels Colchester, Essex
IFA Administrator Location: Colchester, Essex Salary: 30,000 - 33,500 (Dependent on experience) Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas Death in Service policy Income Protection Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment 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
IFA Administrator Location: Colchester, Essex Salary: 30,000 - 33,500 (Dependent on experience) Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas Death in Service policy Income Protection Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment 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.
DCV Technologies
ServiceNow Technical Architect
DCV Technologies Crawley, Sussex
Job Title: ServiceNow Technical Architect Start Date :Immediate Mode of working: Hybrid / 2-3 days based on-site in Crawley Are you a ServiceNow Technical Architect with proven experience delivering enterprise-scale global ServiceNow transformation programs spanning multi-country rollouts and complex IT landscapes and deep expertise in ITSM Pro, CMDB/CSDM, IRM and end-to-end ServiceNow platform architecture, with demonstrated capability to design scalable and governed enterprise solutions? If so, our client is currently seeking a ServiceNow Technical Architect to be responsible for designing, governing, and delivering scalable, high-quality ServiceNow platform solutions that align with business objectives and enterprise architecture standards. You will act as the technical authority for ServiceNow implementations, ensuring best practices, platform optimization, and long-term maintainability across projects. Your responsibilities: Define and maintain a scalable, future-ready ServiceNow architecture for global environments. Lead architecture/design workshops, gap analysis, and provide technical governance. Drive implementation of ServiceNow modules across ITSM Pro, ITOM, ITAM, HRSD, IRM, and Financial Planning. Integrate ServiceNow with Active Directory, observability tools, and other enterprise systems. Establish and enforce platform governance, design standards, and release management processes. Ensure compliance with GDPR, cybersecurity policies, and audit requirements. Drive innovation through AI, predictive intelligence, automation, and low-code/no-code capabilities. Support Lighthouse implementations as scalable models for global rollouts. Collaborate with SIAM, OCM, and IT business units to drive adoption and maturity uplift. Lead design authority forums; mentor developers and administrators. Provide hypercare support, knowledge transfer, and user training during implementations. Essential skills/knowledge/experience: Proven experience delivering enterprise-scale global ServiceNow transformation programs spanning multi-country rollouts and complex IT landscapes. Deep expertise in ITSM Pro, CMDB/CSDM, IRM and end-to-end ServiceNow platform architecture, with demonstrated capability to design scalable and governed enterprise solutions. Strong experience defining and implementing CMDB strategy aligned to CSDM, including data model design, lifecycle governance, and operationalization at enterprise scale. Ability to deliver solution architecture and technical designs strictly aligned to customer-defined platform standards, governance models, and design authority frameworks (HT standards). Broader platform/solution architecture for all other ServiceNow outcomes Strong communication, stakeholder management, leadership, documentation, and team collaboration. Desirable skills/knowledge/experience: (As applicable) Expertise in multiple ServiceNow modules: ITSM, ITOM, ITAM, HRSD, IRM, Financial Planning. Multi-industry enterprise IT operations, cybersecurity, manufacturing, and global service delivery programs.
Jun 09, 2026
Contractor
Job Title: ServiceNow Technical Architect Start Date :Immediate Mode of working: Hybrid / 2-3 days based on-site in Crawley Are you a ServiceNow Technical Architect with proven experience delivering enterprise-scale global ServiceNow transformation programs spanning multi-country rollouts and complex IT landscapes and deep expertise in ITSM Pro, CMDB/CSDM, IRM and end-to-end ServiceNow platform architecture, with demonstrated capability to design scalable and governed enterprise solutions? If so, our client is currently seeking a ServiceNow Technical Architect to be responsible for designing, governing, and delivering scalable, high-quality ServiceNow platform solutions that align with business objectives and enterprise architecture standards. You will act as the technical authority for ServiceNow implementations, ensuring best practices, platform optimization, and long-term maintainability across projects. Your responsibilities: Define and maintain a scalable, future-ready ServiceNow architecture for global environments. Lead architecture/design workshops, gap analysis, and provide technical governance. Drive implementation of ServiceNow modules across ITSM Pro, ITOM, ITAM, HRSD, IRM, and Financial Planning. Integrate ServiceNow with Active Directory, observability tools, and other enterprise systems. Establish and enforce platform governance, design standards, and release management processes. Ensure compliance with GDPR, cybersecurity policies, and audit requirements. Drive innovation through AI, predictive intelligence, automation, and low-code/no-code capabilities. Support Lighthouse implementations as scalable models for global rollouts. Collaborate with SIAM, OCM, and IT business units to drive adoption and maturity uplift. Lead design authority forums; mentor developers and administrators. Provide hypercare support, knowledge transfer, and user training during implementations. Essential skills/knowledge/experience: Proven experience delivering enterprise-scale global ServiceNow transformation programs spanning multi-country rollouts and complex IT landscapes. Deep expertise in ITSM Pro, CMDB/CSDM, IRM and end-to-end ServiceNow platform architecture, with demonstrated capability to design scalable and governed enterprise solutions. Strong experience defining and implementing CMDB strategy aligned to CSDM, including data model design, lifecycle governance, and operationalization at enterprise scale. Ability to deliver solution architecture and technical designs strictly aligned to customer-defined platform standards, governance models, and design authority frameworks (HT standards). Broader platform/solution architecture for all other ServiceNow outcomes Strong communication, stakeholder management, leadership, documentation, and team collaboration. Desirable skills/knowledge/experience: (As applicable) Expertise in multiple ServiceNow modules: ITSM, ITOM, ITAM, HRSD, IRM, Financial Planning. Multi-industry enterprise IT operations, cybersecurity, manufacturing, and global service delivery programs.
Financial Divisions
Paraplanner
Financial Divisions Leatherhead, Surrey
Paraplanner vacancy Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) Up to £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Technical Specialist/Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 09, 2026
Full time
Paraplanner vacancy Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) Up to £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Technical Specialist/Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.
Burgh Recruitment Ltd
Wealth Administrator
Burgh Recruitment Ltd Exeter, Devon
Job Title - Wealth Administrator Location - Exeter (EX2) Salary - Highly competitive Role Type - Full-time, Permanent We are an established Senior Partner Practice of St. James's Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice. About the Role - Wealth Administrator We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm's client service proposition - helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time. Key Responsibilities - Wealth Administrator The successful candidate will: Own client servicing tasks for our client bank Support the delivery of client review cycles, follow-ups and recurring servicing tasks Maintain accurate client records, workflows and management information Work closely with wealth planners and paraplanners to support case preparation and client communication Help ensure client enquiries are handled professionally, warmly and efficiently Support compliance and operational processes in line with the firm's standards Identify process friction and suggest practical improvements Escalate appropriately where judgement, authority or technical input is required Contribute to a professional, client-focused and supportive team culture What We Are Looking For - Wealth Administrator We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring: Strong administration and organisational skills Excellent attention to detail A warm and professional communication style Confidence dealing with clients by email and telephone The ability to manage tasks, deadlines and follow-ups reliably A proactive approach to solving problems and improving processes Comfort working with CRM systems (Salesforce) and workflow tools A strong team ethic and willingness to support colleagues An interest in developing a career within wealth management What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business. Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Jun 08, 2026
Full time
Job Title - Wealth Administrator Location - Exeter (EX2) Salary - Highly competitive Role Type - Full-time, Permanent We are an established Senior Partner Practice of St. James's Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice. About the Role - Wealth Administrator We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm's client service proposition - helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time. Key Responsibilities - Wealth Administrator The successful candidate will: Own client servicing tasks for our client bank Support the delivery of client review cycles, follow-ups and recurring servicing tasks Maintain accurate client records, workflows and management information Work closely with wealth planners and paraplanners to support case preparation and client communication Help ensure client enquiries are handled professionally, warmly and efficiently Support compliance and operational processes in line with the firm's standards Identify process friction and suggest practical improvements Escalate appropriately where judgement, authority or technical input is required Contribute to a professional, client-focused and supportive team culture What We Are Looking For - Wealth Administrator We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring: Strong administration and organisational skills Excellent attention to detail A warm and professional communication style Confidence dealing with clients by email and telephone The ability to manage tasks, deadlines and follow-ups reliably A proactive approach to solving problems and improving processes Comfort working with CRM systems (Salesforce) and workflow tools A strong team ethic and willingness to support colleagues An interest in developing a career within wealth management What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business. Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

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