205 jobs found

Experienced IFA Administrator 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. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What We Offer: Competitive salary of £28,000 - £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days' holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.

Senior Administrator We are looking for an experienced and highly organised Senior Administrator to join a professional and supportive financial services team. This role will involve supporting Financial Planners with diary management, client communications, case processing, and administrative duties while ensuring excellent client service and compliance standards are maintained throughout. Key Responsibilities Managing Adviser diaries and appointments Supporting client communications and meetings Processing new business submissions through to completion Preparing documentation, reports, and correspondence Maintaining accurate records and compliance standards Supporting and mentoring junior team members Skills & Experience Previous administration experience within financial services Excellent communication and organisational skills Strong attention to detail and numeracy skills Proficient in Microsoft Office, including Word and Excel Ability to manage multiple tasks and work independently Benefits Performance bonus scheme 25 days holiday plus Bank Holidays Health and wellbeing support Subsidised gym membership Team socials and company events Excellent opportunities for career development If you would like to find out more about this opportunity, please get in touch with Riley.

Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field. Key Responsibilities Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation Maintain accurate and up-to-date client records and financial information within back-office systems Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant Manage new business processing, proactively progressing cases and chasing providers Liaise with pension providers, platforms, and third parties to obtain updates and information Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing Maintain and update CRM systems (e.g. Intelliflo or similar) accurately Assist with platform administration, including transfers and investments Act as a central coordination point between clients, advisers, and internal teams Deliver a high-quality client experience through professional communication and organisation Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office / CRM systems such as Intelliflo. In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long term opportunity for career development

The role: We are looking for a Cloud Infrastructure Analyst to join our IT department in Bristol. At Simmons & Simmons, technology is central to delivering exceptional client service. We are seeking a talented and motivated Cloud Infrastructure Analyst to join our Platforms team and help build, automate and operate the Azure platform underpinning our applications and services. This is a hands-on engineering role focused on designing and delivering secure, scalable and resilient cloud solutions in Microsoft Azure, using Infrastructure as Code and CI/CD automation as the default approach. You will work closely with architects, security and application teams to implement cloud platform patterns and enable delivery teams to deploy safely and consistently. What will you do: Azure Infrastructure as Code (IaC) & CI/CD automation Build, deploy, and maintain Azure infrastructure using IaC (Bicep and/or Terraform) with peer review and version control. Strong familiarity working in IaC and pipelines to ensure quality, security and adherence to baseline standards. Cloud reliability, operations & incident/problem support (engineering-led) Act as an escalation point for complex Azure platform issues; troubleshoot, perform root cause analysis, and implement sustainable fixes (automation over repeated manual intervention). Monitor and improve platform health using Azure observability tooling (e.g., Azure Monitor, Log Analytics/KQL, Application Insights, Science Logic), and improve alerting and diagnostics. Plan and implement operational improvements such as performance tuning, resource optimisation and resilience enhancements, aligned to service expectations. Any experience working within the Agile framework using Scrum. Security, compliance & governance Embed security controls and compliance checks into delivery pipelines (DevSecOps approach), ensuring cloud systems are configured securely and remain compliant. Contribute to platform governance initiatives such as naming/tagging conventions, logging standards, Key Vault/secret patterns, and controlled change via Github Push/Pull requests. Work closely with Security and CISO stakeholders and the wider networks team to maintain a strong and compliant security posture across our Azure public cloud subscription. Delivery collaboration & technical project contribution Collaborate with stakeholders, architects and engineers to translate requirements into Azure designs and deliver working solutions. Contribute to planning and execution of cloud-focused initiatives, identifying risks and dependencies early and supporting smooth transition into support. Maintain clear technical documentation (design notes, runbooks, standard operating procedures) in the team s knowledge base. What we are looking for: The role deliberately covers a relatively broad brief of technologies, targeted at enabling effective communication and efficient working practices. We would expect the role holder to be able to demonstrate a skill base that spans a range of the following topics and, where necessary, to demonstrate the aptitude and desire to develop to meet the entire brief. Knowledge of a range of enterprise IT application technologies, including a demonstrated track record in operating and administering or working with infrastructure applications as part of the: Microsoft Application Stack such as Exchange 365; Active Directory, AD connect, Azure site recovery (ASR), Azure Virtual Desktop (AVD) and Azure SQL. Experience of working with VMware vSphere, HPE Servers & Storage, upgrades and maintenance procedures. Hands-on experience engineering solutions in Microsoft Azure, including a solid understanding of Azure IaaS and PaaS services (e.g., VMs, Storage, App Services, Front Door, API Management, Azure Functions, Azure SQL, Azure Networking). Strong experience with PowerShell scripting and Infrastructure as Code in either (Bicep and/or Terraform; ARM knowledge acceptable where relevant). Practical experience with Azure DevOps (Pipelines, Repos, CI/CD concepts) and Git-based version control. Azure networking knowledge including VNETs, vWAN, ExpressRoute, VPN gateways, hub-and-spoke, and traffic management concepts. Azure security fundamentals including Managed Identities, Key Vault, Conditional Access, Defender for Cloud/Security Centre. Strong scripting capability in PowerShell (and/or Bash), and the ability to automate operational tasks and deployments. Strong troubleshooting mindset: diagnosing complex issues and driving them to resolution with appropriate escalation and RCA. Clear communication skills, including the ability to explain technical topics in plain English in a professional services environment. Preferably either: 5-years relevant experience working in a similar role, or a qualification in Computer Science or Engineering or Microsoft accredited Azure Certifications (e.g., Azure Administrator / DevOps / Cloud Engineering) and relevant experience working in a similar role. Excellent Knowledge of Microsoft Azure and Windows Stack. Career Level: The career level assigned to this role is level 3. The career level framework provides a formal structure for the business services functions at the firm. The framework, which ranges from level 1 to level 7, clearly defines the responsibilities, skills and competencies required at each level. Here at Simmons & Simmons: At Simmons, we are proud of our collaborative, open and non-hierarchical culture, where everyone is treated with respect and dignity and the wellbeing of our people is paramount. Our dynamic minds work as one integrated team, partnering with leading organisations on inspirational and thought-provoking projects that matter. From day one, irrespective of job title, qualification or background, everyone s voice is heard, and you are encouraged to have an enquiring mind and share ideas that drive the firm forward. Through innovative learning and development opportunities, you will have a platform to excel, exceed your career ambitions, and achieve things you never thought possible. Some key information: We offer a competitive package including bonuses dependant on role/level, private medical insurance and pension contribution. Our global skills academy provides our people, regardless of their role and location, with excellent learning opportunities (including live workshops, podcasts, short videos and practical learning experiences). We have adopted a hybrid working approach with a requirement for a minimum of three days in the office with flexibility dependant on role/team/client demands. We are proud to rank as a Times Top 50 Employer for Gender Equality, a Stonewall Top Global Employer, and a Top 75 Employer for Social Mobility. We have a range of social and sports committees, summer and winter parties and monthly get togethers. We have a range of diversity networks to connect people and celebrate our differences which is integral to our inclusive culture. All UK offices have their own artwork collections including Damien Hirst and Tracey Emin pieces in the London office. We have a long-standing history in supporting the art community especially up-and-coming artists. We have recently introduced a Strategic Advisory Council which is a mix of associates and business services who will propose strategic initiatives that align with our firm's mission and support the delivery of our business plan, shaping the future of our next-generation law firm. Our in-house generative AI tool, Percy, won the Innovation in Automation and AI Tools category at the 2024 FT Innovative Lawyers Europe Awards. This achievement highlights our commitment to technological innovation and client service. We have been commended in The Times Best Law Firms 2026 across three categories: construction, employment, and intellectual property. Our profile is highly positive, highlighting our sector specialisms and notable case and transactional work. Equal opportunities: We are committed to fostering equality, diversity and inclusion within our firm and to ensuring equal employment opportunities. We believe that this commitment creates a vibrant and rewarding work environment. We are therefore committed to: Upholding equal opportunities, regardless of race, ethnicity, religion, belief, age, disability, sexual orientation, sex, gender reassignment, gender identity, marital status, or pregnancy, including maternity and paternity. This commitment extends to addressing any instances of perceived or associative discrimination and harassment. We also ensure fair treatment during recruitment and selection processes for those who are serving or have served in the armed forces, along with their families. Accommodating requests for flexible working arrangements whenever possible. We encourage you to discuss your needs with us if this is something you require. Making our roles accessible to individuals with diverse abilities. If you need any reasonable adjustments during the recruitment process, please let us know so we can meet your needs. We offer a range of employee networks to support our colleagues. More information about these networks can be found in the D&I Information booklet that candidates are sent when invited to interview. . click apply for full job details

Our client is seeking a highly organised and proactive HR & Payroll Administrator to join their established HR team. This is an excellent opportunity for an experienced administrator who enjoys working in a varied role, taking ownership of key processes, and supporting employees across a busy organisation. This position offers exposure to a broad range of HR activities, making it ideal for someone who thrives in a fast-paced environment and enjoys balancing payroll, employee support, recruitment, and HR administration responsibilities. Key Responsibilities Prepare and submit monthly payroll information, ensuring accuracy and compliance with payroll deadlines. Support the management of absence processes, providing guidance and administrative support to managers where required. Coordinate Occupational Health appointments and liaise with relevant stakeholders to ensure effective scheduling and follow-up. Assist with recruitment activities, including arranging interviews, communicating with candidates, and supporting the onboarding process. Provide administrative support in employee relations matters and maintain accurate case documentation. Ensure employee records and HR systems are kept up to date and compliant with company procedures. Respond to employee queries relating to payroll, benefits, policies, and general HR matters in a professional and timely manner. Support the wider HR team with day-to-day administration and ongoing people initiatives. About You A sound understanding of HR practices and payroll processes. Excellent communication and interpersonal skills, with the ability to build positive working relationships at all levels. Strong attention to detail and a commitment to maintaining high levels of accuracy. Effective organisational skills with the ability to manage multiple tasks and competing priorities. Good working knowledge of Microsoft Office applications, particularly Excel. A proactive and flexible approach, with the ability to work independently and as part of a team. Does this sound like a role for you? Then why not apply

School Administrator Location: Cranleigh, Surrey Salary: £26k (including 33 days' holiday) Hours: 8.30am -5pm - Full time, 37.5 hours per week, 52 weeks per year Start Date: August 2026 An experienced Administrator is required to join a busy Administration team. You will play a vital role across the School, providing a high level of administrative support to support the smooth running of services, as well as managing a caseload of learner reviews and supporting events across the Trust. Duties include: Provide administrative support to the senior management teams and other colleagues, creating and distributing memos, announcements and letters as well as liaising directly with parents as required Carry out assigned administrative tasks Manage a caseload of learner reviews, making meeting arrangements, taking notes and collating and distributing documents Support learner transport arrangements, liaising with local authorities and maintaining an accurate database of driver details Support daily learner transitions, liaising with staff and transport providers to ensure learners safe arrival and departure Maintain stationery, uniform and other stock, sorting deliveries and re-ordering items where required Support the admissions process for new learners Assist with Trust events such as open days and conferences Play an active role as a trained first aider and fire warden Cover reception duties and school break and lunch support in the absence of the Front of House Administrator Key requirements: Excellent organisational skills Proven experience in delivering outstanding administrative support Outstanding customer service skills, with a pleasant and friendly manner Strong IT skills, with the ability to confidently use Microsoft applications including Word, Excel, Outlook, and online database systems The ability to communicate effectively, both verbally and in writing, with a wide range of audiences A proactive team player who can work with initiative The ability to prioritise tasks and work logically in a high-pressure, fast-paced environment while remaining calm and professional A flexible approach, with the ability to adapt to changing circumstances when needed The ability to maintain confidentiality and keep accurate records and reports Benefits include: £1,000 retention bonus Free hot lunches during term time Health cash plan, life insurance, and EAP Free parking and beautiful rural working environment CPD, mental health training, and career progression opportunities 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.

Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our offices in Welwyn working hybrid. You will work within a team to provide a high quality service to our impressive portfolio of clients that include prestigious and market leading global companies. In the role of Senior Pensions Administrator, you will take on advanced calculations and administration of complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of junior team colleagues. This gives you the opportunity to work on clients that offer exposure to every aspect of pensions administration, utilising bulk processing routines, automated calculations or your manual calculation skills, and the potential for involvement with a huge variety of different projects. The Role Accurately processes and manages complex pensions calculations and queries across a variety of different pension processes and case types such as Retirements, Transfers, Deaths. Cases and processes are completed to a high standard proving accurate and well worded correspondence Checks and monitors work completed by junior colleagues, providing feedback and guidance to colleagues as required to ensure work is right first time and output targets across the team. Acts as a point of escalation for the team for technical issues, non-standard cases, and member complaints. Utilises previous knowledge and experience in pension legislation/regulations as well as WTW guidance and procedures to ensure day to day work on an individual and team basis is of a high quality. Supports the Team Leader in ensuring that all service level agreements and performance standards are achieved on a day-to-day basis and takes responsibility for coordinating team workload and some management or client responsibilities delegated by the Team Leader. Coaches, supports, and mentors junior colleagues providing feedback and supporting the wider development and knowledge of the team. Continuously seeks to identify areas where the service to clients /members could be improved and takes forward process improvements as required. Assists in complex and project-based work as and when required. What you'll bring Previous experience working in an occupational pension administration team (DB experience is essential) carrying out administration processes, including but not limited to Retirements, Transfers and Deaths. Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation. Experience and knowledge of the DB manual calculations required for a variety of administration processes. High level attention to detail and skilled in following and applying procedural documentation and checking the work of other colleagues. Ability to carry out and manage high volumes of work while maintaining a high level of accuracy. Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service. Excellent interpersonal skills to include good written and verbal communication and use of Microsoft Excel and Word. Experience of coaching and supporting less experienced colleagues. Experience of working in a hybrid/multi-site team would be an advantage. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. (OGB2)

Job Opportunity: Senior Administrator (Temporary) Location: Outskirts of Newcastle City Centre Contract Length: 2-3 Months (Potential for Extension) Working Pattern: Full Time (Monday - Friday, 8am - 4pm; 30 hours considered for the right candidate) Start Date: ASAP Salary: 28,000- 32,000 dependant on experience Are you a dynamic, detail-oriented Senior Administrator looking for your next challenge? Join a small but friendly team and help streamline our operations for the next few months! This is a fantastic opportunity to showcase your organisational skills and make a real impact. What You'll Do: Oversee Day-to-Day Operations: Manage administrative processes to ensure everything runs smoothly. High-Level Support: Provide essential support to the team, keeping everything organized and efficient. Email Management: Prioritise and manage shared inboxes, ensuring timely responses. Diary Coordination: Handle complex scheduling, prepare agendas, and take minutes for meetings. Project Support: Track deadlines, coordinate with stakeholders, and maintain project documentation. Confidential Handling: Manage sensitive information with utmost discretion. Key Point of Contact: Act as a liaison for internal departments and external stakeholders. Record Maintenance: Ensure accurate records and high-volume data entry, maintaining compliance with processes. What You Bring: Proven experience in a senior administrative or office support role. Strong email management skills with the ability to thrive in a fast-paced environment. Experience in project support, including task coordination and deadline tracking. Exceptional attention to detail and proficiency in data entry. Advanced organizational skills with the ability to manage competing priorities. Excellent communication skills, both written and verbal. Strong problem-solving abilities and a proactive attitude. Knowledge of ISO standards (e.g., ISO 9001, ISO 14001). Why Join Us? Discount Vouchers: Enjoy exclusive savings on high-street brands! Eye Care Vouchers: Prioritise your vision and well-being. Pension Scheme Option: Secure your future with employer contributions. 28 Days Paid Annual Leave: Earn well-deserved breaks every year! How to Apply: Excited about this opportunity? Don't miss out! Please submit your CV today! Note: Due to the high volume of applications, we are unable to provide individual feedback. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. 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.

Join a Leading Chartered Financial Planning Firm An exciting opportunity has arisen for an experienced IFA Administrator to join a highly regarded, award-winning financial planning practice based near Wetherby. This well-established firm is known for delivering exceptional client service, maintaining the highest professional standards, and investing in the development of its people.This role would suit an organised and client-focused financial services professional looking to build a long-term career within a supportive and collaborative environment. The Role As an IFA Administrator, you will play a key role in supporting Financial Planners and delivering an outstanding experience for clients. Working as part of a dedicated client services team, you will provide comprehensive administrative support across a broad range of financial planning and wealth management services. Key responsibilities include: Providing administrative support to Financial Planners across pensions, investments, and protection products Managing client records and maintaining accurate documentation Preparing client meeting packs and supporting the advice process Liaising with clients, providers, and third parties to ensure efficient service delivery Processing new business and monitoring cases through to completion Tracking investments and assisting with ongoing client servicing requirements Attending client meetings where appropriate and supporting follow-up actions Ensuring all client information and records are maintained to a high standard About You The successful candidate will have: Experience within financial services, ideally in an IFA or wealth management environment Strong administrative and organisational skills Excellent attention to detail and accuracy Confident verbal and written communication skills The ability to manage multiple priorities effectively A proactive and collaborative approach to work Good working knowledge of Microsoft Office and financial services systems What's on Offer? Discretionary bonus scheme Full training and exam support to aid career progression 27 days annual leave plus bank holidays Additional day off for your birthday Generous pension scheme Private healthcare and mental health support Death in service cover (4x salary) Clear opportunities for professional development within a growing business Supportive, collaborative office environment Apply Now If you are an experienced IFA Administrator, Financial Planning Administrator, or Client Services Administrator seeking your next career move within a respected and growing financial planning firm, we'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

HR Advisor/ Administrator Salary: 27000 - 29000 per annum Contract: Permanent, Full Time Location: Oswaldtwistle area with hybrid working The Opportunity We're looking for a HR Advisor to join a busy and supportive HR team within a well-established organisation. This is a fantastic opportunity for someone who enjoys working with people, building strong relationships and providing practical HR support across a variety of employee matters. You'll play an important role in supporting managers and employees while helping to ensure HR processes are delivered efficiently and in line with employment legislation and company policies. The position would suit someone with previous HR advisory experience or an experienced HR Administrator looking to take the next step in their career. If you're organised, approachable and enjoy a varied workload, this could be the perfect opportunity for you. Key Responsibilities Act as a key contact for managers and employees, providing advice and support on a wide range of HR matters Provide guidance on employee attendance, performance management, conduct issues and general workplace concerns Assist with employee relations cases, including investigations, formal meetings and associated outcomes Maintain accurate and confidential employee records, ensuring all HR documentation is completed and stored correctly Draft and prepare HR correspondence, reports and supporting documentation as required Help ensure HR practices remain compliant with current employment legislation and company policies Support new starters throughout the onboarding process and assist with activities across the employee lifecycle Contribute to the review, development and enhancement of HR policies, procedures and working practices Build effective working relationships across the organisation to deliver a professional and responsive HR service Support the delivery of wider people initiatives, projects and business objectives as required About You We're keen to speak with candidates who have: Previous experience in an HR advisory/administration role Exposure to employee relations matters and confidence handling sensitive situations A solid understanding of UK employment legislation CIPD Level 3 qualification or equivalent practical HR experience The ability to manage competing priorities and work independently What You'll Bring A practical and solutions-focused approach Strong interpersonal skills and a collaborative mindset The ability to remain calm and professional when dealing with challenging situations A genuine interest in supporting people and helping managers achieve positive outcomes A commitment to delivering a high standard of service This is an excellent opportunity to join an organisation that values its people and offers a positive environment where you can develop your skills while making a genuine contribution. Apply now for consideration INDBSO

This role provides an excellent opportunity to build a long-term career within financial services, offering exposure to all aspects of client servicing and financial planning administration within a highly recognised and awarded IFA firm.Working closely with experienced advisers and support teams, the successful candidate will have the opportunity to develop their technical knowledge, gain industry qualifications, and progress into more senior administrative, paraplanning, or advisory roles over time. Key Responsibilities Providing comprehensive administrative support to financial advisers and the wider client services team. Preparing client review documentation and supporting advisers with meeting preparation. Managing client communications and ensuring a consistently high standard of service. Maintaining accurate client records and updating internal systems in accordance with regulatory requirements. Liaising with providers and third parties to obtain information and process client requests. Assisting with new business applications and monitoring cases through to completion. Coordinating client reviews, appointments, and adviser diaries. Career Development & Progression Opportunities to study towards industry-recognised financial services qualifications. Exposure to financial planning processes and technical client work. Clear progression pathways into senior administration, paraplanning, client relationship management, or financial adviser positions. Support from experienced professionals committed to helping individuals develop their skills and advance their careers. A collaborative environment where ambition, initiative, and personal growth are encouraged and rewarded. Skills and Attributes Strong organisational and communication skills. Excellent attention to detail and accuracy. A proactive approach with a willingness to learn and develop. Ability to manage multiple priorities and work effectively within a team. Professional and client-focused with a commitment to delivering excellent service. Hybrid working - Poole office£30,000 - £35,000 For more details please apply or contact Tegan at Dynamite Recruitment

Part-Time, Permanent Sale, M33 6WT £14.73 per hour £27,000 pro rata Hours : 3 days per week Tuesday and Friday fixed Location : Fully office-based Charter Buildings, 9 Ashton Lane, Sale Pay : £14.73 per hour £27,000 pro rata Job Type: Permanent Start : As soon as possible The Role This is a part-time, client-facing role that demands professionalism, commercial awareness, and the ability to manage complex administrative processes with precision. The successful candidate will be required to work three days a week, with Tuesday and Friday being fixed days. This is a fully office-based role across the three days. Core Responsibilities Serve as the primary point of contact for clients across all inbound channels, delivering accurate, timely, and professional responses that reflect the firm s reputation for excellence. Own and manage the shared inbox, triaging communications effectively, resolving queries at first point of contact where possible, and ensuring no client is left waiting. Proactively manage the records request process from pre-year-end planning through to receipt of records, attending weekly accounts production meetings and following up any queries. Manage the end-to-end client onboarding process, from initial sign-up through to full system integration. This includes adding new clients to all relevant platforms (TaxCalc, Karbon, Xama, Client Window, and Inform Direct), configuring all associated workflows within Karbon, and issuing welcome communications. Responsibilities also encompass gathering any outstanding client information, completing required HMRC registrations, and submitting applications for agent authorisation. Take ownership of client data integrity across all internal systems and relevant departments, ensuring records are accurate, compliant, and up to date at all times. Represent the firm at reception, creating a strong first impression and delivering a consistently high standard of in-person client experience. Act as a flexible operational resource across departments, providing high-quality administrative support where priorities demand it. Qualifications and Experience A formal qualification is not a prerequisite, but you will bring demonstrable experience in a professional services environment, ideally within accountancy, legal, financial services, or a similarly regulated sector. You will be comfortable navigating compliance frameworks, managing sensitive client data, and working to tight deadlines across multiple workstreams simultaneously. Key Competencies Polished written and verbal communication skills, with the confidence to engage with clients and senior stakeholders at all levels. Strong working knowledge of professional office environments and the standards expected within a regulated firm. Exceptional attention to detail, particularly when handling compliance documentation, legal paperwork, and client records. A proactive, self-directed working style with the ability to manage competing priorities and meet deadlines without close supervision. Sound commercial awareness and the interpersonal skills to build lasting client relationships and contribute to client retention. Adaptability and a genuine commitment to supporting colleagues and clients as business needs evolve. What Success Looks Like In this role, it s not just task completion that s important but also the quality of the client relationships you build and maintain, the accuracy and compliance of the work you produce, and your ability to operate as a trusted, dependable member of a close-knit professional team. You will take ownership of your workload, communicate proactively, and bring a level of professionalism and pride to everything you do. Benefits 22 days annual leave plus 8 bank holidays Flexible start times 08 00 or 09 00 with 45 minutes for lunch; early Friday finish Free gym membership Workplace pension scheme Free on-site parking Private medical insurance Sick pay Team lunch on the last Tuesday of the month and team days every six months Discretionary quarterly bonus Study support considered on a case-by-case basis for relevant professional qualifications Requirements • Ability to reliably commute to Sale M33 6WT (required) • GCSE or equivalent (required) • 3 years professional office experience (required) • Fluent English, written and spoken (required) • Right to work in the United Kingdom (required) About BWP Inspire BWP Inspire is an advisory-led accountancy practice based in Sale, Manchester. We work with SMEs across manufacturing, creative and digital sectors helping business owners understand their numbers, plan for growth and build businesses that fund the lives they want. Compliance is our entry point, not our destination. Our culture is warm, close-knit and genuinely people-first. We are proud members of the B1G1 giving community and take our responsibilities to clients, colleagues and the wider community seriously. BWP Inspire Charter Buildings, 9 Ashton Lane, Sale, M33 6WT REF-(Apply online only)

EOTAS Coordinator Support Provision. Coordinate Impact. Make a Difference. Rochester Education & SEND Sector Are you an organised SEND professional or experienced administrator ready to take on a varied and impactful role? We're looking for an EOTAS Coordinator to support our growing EOTAS service, helping deliver high-quality alternative education packages for learners outside mainstream settings. This is a coordination-focused role where you'll combine organisation, communication and education sector knowledge to ensure every learner receives the right support at the right time. What you'll do: Resource and onboard SEND tutors to support EOTAS packages Manage compliance and safeguarding checks across all placements Coordinate individualised education packages for learners with SEND Build strong relationships with parents, tutors, and local authorities Arrange suitable venues for tuition and manage risk assessments Track and monitor pupil progress through weekly and termly reporting Support the implementation and evaluation of interventions Complete and manage tuition request processes for local authorities What we're looking for: Experience in a SEND or education setting (essential) Strong organisational and administrative skills Ability to manage multiple cases and priorities effectively Confident communicator, able to liaise with a range of stakeholders Understanding of alternative provision, EOTAS, or local authority processes (advantageous) Background as a SEND Assistant or similar role (desirable) What we offer: Competitive salary (dependent on experience) Resourcer commission structure Supportive, collaborative team environment Opportunity to play a key role in a growing EOTAS provision A chance to make a real difference in the lives of learners with SEND This is more than just coordination-it's an opportunity to be part of a provision that supports learners who need education delivered differently.

IFA Administrator Location: Liverpool Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.

Driver Risk Administrator Dunstable (Office-Based) Monday - Friday, 9:00am - 5:00pm (30-minute break) £13.23 per hour Temporary to Permanent Opportunity We are currently recruiting for a Driver Risk Administrator to join a busy and fast-paced team based in Dunstable. This is a fantastic opportunity for someone with strong administrative skills and attention to detail to secure a long-term position within a growing organisation. You will play a key role in ensuring driver compliance, managing risk processes, and supporting the wider fleet function. Key Responsibilities Processing driving assessment records for all new drivers joining the business Monitoring unauthorised vehicle use and managing cases through to resolution Investigating driver activity against work streams to ensure compliance Conducting regular compliance checks (driving licences, vehicle use, assessments, etc.) Handling inbound calls and managing driver care complaints from start to finish Managing and processing NIPs (Notices of Intended Prosecution) for speeding fines Producing weekly and monthly reports using Excel High level of accuracy and attention to detail Ability to prioritise workload and work independently Team player with the ability to work under pressure 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 ability to perform the duties of the job.

Administrator Are you ready to step into a dynamic role where your administrative skills can shine? Lloyds Banking Group is on the lookout for a dedicated Administrator to join their team at Teviot House, Edinburgh. This is a fantastic opportunity to gain experience in the banking sector while working in a supportive environment! Contract Type : Temporary Contract Duration : 6 months Location : 100% office-based at Teviot House, Edinburgh Hourly Rate : 14.40 p/hr Working Hours : 35 hours per week, Monday to Friday between 8 AM and 6 PM Start Date : ASAP As an Administrator, you will: Handle everyday banking processing tasks while working from centralised systems to fulfil client requests. Manage various activities including risk indicators, posting cheques, and letters. Carry out simple procedural tasks to support the management of external client relationships. Assist with routine customer needs and handle non-standard or more complex cases using established procedures. Maintain organised files for correspondence and records. Support the development of your personal capabilities through training opportunities. Perform basic risk monitoring and assessment tasks to aid your colleagues. What We're Looking For: Basic administrative experience is preferred. Experience handling sensitive data is a bonus, but we welcome candidates from various backgrounds. A proactive attitude and willingness to learn. Strong organisational skills and attention to detail. Why work for us?: Free parking available on-site! Work in a lively and supportive team environment. Gain valuable experience in a reputable organisation. First-class support and training for all colleagues Opportunity for growth within the company Comprehensive training and ongoing support to ensure your success A vibrant and supportive team environment Opportunities to develop your skills in the financial services industry Weekly Pay Online payslips Dedicated aftercare team Annual leave allowance of 31 days per year Employee Assistance Programme Access to Able Futures Eyecare vouchers Access to Boost benefits such as discounted shopping vouchers, services, attraction tickets and more Smart Spending App Workplace Pension scheme Please Note: This role is strictly 100% office-based, and candidates must be comfortable with this arrangement. If you're enthusiastic about delivering excellent client support and enjoy working in a vibrant team, we want to hear from you! How to Apply: If you're ready to embark on this exciting journey, please submit your application today! We are looking forward to welcoming a new member to our team. Join us and become a vital part of a company that values your contributions! Apply now and kickstart your career in client support! Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser (url removed)

Financial Administrator Work with 2 high billing advisers Offices in Fetcham/Leatherhead (Surrey) £30k - £32k basic salary plus benefits Office based to begin with then lots of flexible working My client are a boutique wealth planning firm with offices in Leatherhead who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the UK, USA and Europe. They deal with lots of HNW expat clients with complex multi-jurisdictional affairs. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £200k up to multiple millions to invest. The Directors are seeking an experienced Financial Administrator to work with 2 Advisers. You will have good experience within a financial planning practice and be familiar with conducting end to end administration for existing clients and processing any new business the Directors write. Experience with expat clients is not essential, but it would be very advantageous. Full training will be provided and an induction to get you up and running. Good knowledge of pensions, investments, tax planning and esoteric schemes will be crucial. If this role sounds of interest or any other roles I am working on please get in touch.

Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

IFA Administrator Location: Southport Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.

Barnsley 14.82 per hour PAYE Hybrid 3 Days On Site Temporary Contract Lynx Employment Services are recruiting on behalf of a local authority for an experienced People Services Officer to support the delivery of Disclosure and Barring Service (DBS) administration, compliance checks, and customer support within a busy People Services team. This is an excellent opportunity for an organised and detail-focused administrator with experience in compliance, recruitment administration, safeguarding checks, or HR support. Key Responsibilities DBS Processing & Administration Process Basic, Standard and Enhanced DBS applications accurately and efficiently. Ensure compliance with legislation, council procedures and safeguarding requirements. Maintain accurate records, update applicant accounts and manage administrative processes. Complete data quality checks and maintain high standards of record keeping. Support the handling of post and paper-based DBS applications. Customer Support Provide advice and guidance to applicants, hiring managers and external organisations. Respond to DBS and recruitment-related enquiries in a professional and timely manner. Escalate complex cases where appropriate. Systems & Data Management Use Microsoft Excel to manipulate, validate and maintain data. Update and maintain records across internal systems, including SAP. Produce reports and ensure data accuracy across multiple platforms. Team Support Work collaboratively within a small People Services team. Attend weekly planning meetings and support workload management. Provide additional administrative support to cover periods of increased demand and staff absence. Essential Requirements Previous administration experience in a compliance, recruitment, HR, safeguarding or customer service environment. Strong attention to detail and ability to manage confidential information. Excellent Microsoft Office skills, particularly Excel. Experience working with databases and business systems. Strong communication and customer service skills. Ability to manage multiple tasks and meet deadlines. Desirable Requirements Previous DBS processing experience. Experience within HR administration or recruitment compliance. Knowledge of safeguarding procedures. Experience using SAP or similar HR systems. What's on Offer 14.82 per hour PAYE. Hybrid working with 3 days per week on site. Opportunity to gain local authority experience. Supportive and collaborative working environment.