Job Title: Data and General Administrator Location: Salford Quays, Greater Manchester / Hybrid Working (In office approximately 3 days per week) Salary : 28,392 - 39,043 Per annum, negotiable depending on experience Job type: Full time - Permanent The National Haemophilia Database (NHD) is a registry of people in the UK with all types of bleeding disorders. The database is held within the NHS and managed by the UK Haemophilia Centre Doctors' Organisation (UKHCDO). The NHD is at a transformation stage in its development and requires insight professionals to harness the wealth of data that is available to it. There is no sponsorship on offer for this role and therefore candidates must have the legal right to live and work in the UK to be considered for this role. The Role: The NHD has the richest data store for bleeding disorders in the world and are about to invest heavily in the infrastructure required to enhance the processing, accessibility and surfacing of that data. We are looking for an individual to play a key role in the administration of general duties and data across its full lifecycle, from the collection of data through to the point of data exploitation that can make a real difference to the lives of people with bleeding disorders. Please note that the role is based in Salford Quays and requires regular office attendance (usually approximately 3 days per week) , therefore candidates must be able to reliably commute to this location to be considered. Main Responsibilities: You would be working with the UKs best clinical, scientific, and statistical capabilities in this sector, being a vital part of a team. Creation and maintenance of any necessary MS Excel spreadsheets and MS Access database, providing support to the Data Administration Manager. Undertake analytical skills to support analysis such as producing tables, graphs etc. and running queries. Assisting with data quality, checking, and cleansing. Assisting in the collection, collation, and management of data, ensuring that it is accurate and up-to-date. Clearly defining stakeholder requirements for administration purposes to support data analysis. There will also be several general administrative responsibilities required by this role alongside the data analysis side of things. The Ideal Candidate: A degree in an analytical, technical, or mathematical discipline, backed up by additional and continual professional development. Excellent administrative skills and a good eye for detail. (2 + years recent administrative experience preferred but not essential) Proven IT, programming and mathematical skills, and an appreciation of how they are applied in the work environment. Analytical and problem-solving skills, including the need for careful analysis of data to produce clear findings. Proficiency in Microsoft Office packages, especially in Word, Excel and Access. Intermediate proficiency in SQL, Python, R or other modern coding. Experience in the automation of data workflows. Ideally, using a drag-and-drop visual analytics software (such as Alteryx, Knime or other industry software), to produce datasets and reports. Experience in supporting organisations fulfil its regulatory requirements in such areas as data quality and data security. Benefits Highly competitive contributory pension scheme with company contributions 27 days holiday rising to 33 days (+ 8 general and public holidays) Support for qualification development opportunities Flexible / hybrid working options to maintain work life balance Peninsula Employee Assistance programme Car Salary Sacrifice Scheme Modern office facilities at Salford Quays A relaxed and friendly office environment Parking on site Main tram and bus routes stop outside office and connect to main railway hub stations. And of course, you will be involved in high profile work providing professional development and ability to significantly impact on health and care services. Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with experience or relevant job titles of; Data Analyst, Data Administrator, Commercial Analyst, Analyst, Information Analyst, Client Data Analyst, Apprentice Data Analyst, Data Administrator, Business Analyst, Business Analyst, SQL Analyst, Business Information Analyst, Data Handler, will all be considered.
Jun 12, 2026
Full time
Job Title: Data and General Administrator Location: Salford Quays, Greater Manchester / Hybrid Working (In office approximately 3 days per week) Salary : 28,392 - 39,043 Per annum, negotiable depending on experience Job type: Full time - Permanent The National Haemophilia Database (NHD) is a registry of people in the UK with all types of bleeding disorders. The database is held within the NHS and managed by the UK Haemophilia Centre Doctors' Organisation (UKHCDO). The NHD is at a transformation stage in its development and requires insight professionals to harness the wealth of data that is available to it. There is no sponsorship on offer for this role and therefore candidates must have the legal right to live and work in the UK to be considered for this role. The Role: The NHD has the richest data store for bleeding disorders in the world and are about to invest heavily in the infrastructure required to enhance the processing, accessibility and surfacing of that data. We are looking for an individual to play a key role in the administration of general duties and data across its full lifecycle, from the collection of data through to the point of data exploitation that can make a real difference to the lives of people with bleeding disorders. Please note that the role is based in Salford Quays and requires regular office attendance (usually approximately 3 days per week) , therefore candidates must be able to reliably commute to this location to be considered. Main Responsibilities: You would be working with the UKs best clinical, scientific, and statistical capabilities in this sector, being a vital part of a team. Creation and maintenance of any necessary MS Excel spreadsheets and MS Access database, providing support to the Data Administration Manager. Undertake analytical skills to support analysis such as producing tables, graphs etc. and running queries. Assisting with data quality, checking, and cleansing. Assisting in the collection, collation, and management of data, ensuring that it is accurate and up-to-date. Clearly defining stakeholder requirements for administration purposes to support data analysis. There will also be several general administrative responsibilities required by this role alongside the data analysis side of things. The Ideal Candidate: A degree in an analytical, technical, or mathematical discipline, backed up by additional and continual professional development. Excellent administrative skills and a good eye for detail. (2 + years recent administrative experience preferred but not essential) Proven IT, programming and mathematical skills, and an appreciation of how they are applied in the work environment. Analytical and problem-solving skills, including the need for careful analysis of data to produce clear findings. Proficiency in Microsoft Office packages, especially in Word, Excel and Access. Intermediate proficiency in SQL, Python, R or other modern coding. Experience in the automation of data workflows. Ideally, using a drag-and-drop visual analytics software (such as Alteryx, Knime or other industry software), to produce datasets and reports. Experience in supporting organisations fulfil its regulatory requirements in such areas as data quality and data security. Benefits Highly competitive contributory pension scheme with company contributions 27 days holiday rising to 33 days (+ 8 general and public holidays) Support for qualification development opportunities Flexible / hybrid working options to maintain work life balance Peninsula Employee Assistance programme Car Salary Sacrifice Scheme Modern office facilities at Salford Quays A relaxed and friendly office environment Parking on site Main tram and bus routes stop outside office and connect to main railway hub stations. And of course, you will be involved in high profile work providing professional development and ability to significantly impact on health and care services. Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with experience or relevant job titles of; Data Analyst, Data Administrator, Commercial Analyst, Analyst, Information Analyst, Client Data Analyst, Apprentice Data Analyst, Data Administrator, Business Analyst, Business Analyst, SQL Analyst, Business Information Analyst, Data Handler, will all be considered.
Office Administrator/Data Analyst Salary: £26,500 to £30,000 depending on experience Steeton, BD20 office based Monday to Friday 8.30 5pm daily Grandma Wild s is a long-established and highly respected bakery business with a proud heritage dating back over 100 years. Known for producing high quality bakery products, we combine traditional values with continuous improvement across all areas of the business. Due to continued growth and ongoing internal projects, we are looking to recruit an organised and detail-focused Office Administrator / Data Analyst to join our team in Steeton. This is a varied role that would suit someone who enjoys working with data, spreadsheets, administration and project coordination within a fast-paced manufacturing environment. You will play an important role in supporting operational improvements, maintaining accurate records and helping to drive efficiencies across the business. The Role This is a hands-on position where no two days are the same. You will support a range of projects across the business, ensuring information is accurate, organised and maintained to a high standard. Projects and responsibilities will include: Supporting waste packaging projects and reporting Shop reconciliation and checking of figures Van sales reconciliation Supporting Health & Safety administration and Risk Assessments Creating and maintaining records for bakery machinery and equipment Assisting with moving maintenance documentation from paper-based systems to electronic records Fact checking and validating operational data Analysing product and range performance, identifying trends and areas for improvement Producing spreadsheets, reports and data analysis to support business decisions Working collaboratively with different departments to ensure processes are consistent and accurate Supporting general office administration duties where required Ideal Attributes Highly numerate with excellent attention to detail Strong analytical and problem-solving skills Advanced Excel and spreadsheet skills Comfortable handling large volumes of data and information Organised and methodical with the ability to prioritise workload effectively Proactive, flexible and able to work to deadlines Strong communication skills and able to work across multiple departments Previous experience within manufacturing, production or a fast-paced business environment would be advantageous This role would suit someone looking for a varied position combining administration, analysis and project support within a well-established and growing business. If you feel you have the relevant skills and experience, please send your CV by return. NO AGENCIES Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Jun 12, 2026
Full time
Office Administrator/Data Analyst Salary: £26,500 to £30,000 depending on experience Steeton, BD20 office based Monday to Friday 8.30 5pm daily Grandma Wild s is a long-established and highly respected bakery business with a proud heritage dating back over 100 years. Known for producing high quality bakery products, we combine traditional values with continuous improvement across all areas of the business. Due to continued growth and ongoing internal projects, we are looking to recruit an organised and detail-focused Office Administrator / Data Analyst to join our team in Steeton. This is a varied role that would suit someone who enjoys working with data, spreadsheets, administration and project coordination within a fast-paced manufacturing environment. You will play an important role in supporting operational improvements, maintaining accurate records and helping to drive efficiencies across the business. The Role This is a hands-on position where no two days are the same. You will support a range of projects across the business, ensuring information is accurate, organised and maintained to a high standard. Projects and responsibilities will include: Supporting waste packaging projects and reporting Shop reconciliation and checking of figures Van sales reconciliation Supporting Health & Safety administration and Risk Assessments Creating and maintaining records for bakery machinery and equipment Assisting with moving maintenance documentation from paper-based systems to electronic records Fact checking and validating operational data Analysing product and range performance, identifying trends and areas for improvement Producing spreadsheets, reports and data analysis to support business decisions Working collaboratively with different departments to ensure processes are consistent and accurate Supporting general office administration duties where required Ideal Attributes Highly numerate with excellent attention to detail Strong analytical and problem-solving skills Advanced Excel and spreadsheet skills Comfortable handling large volumes of data and information Organised and methodical with the ability to prioritise workload effectively Proactive, flexible and able to work to deadlines Strong communication skills and able to work across multiple departments Previous experience within manufacturing, production or a fast-paced business environment would be advantageous This role would suit someone looking for a varied position combining administration, analysis and project support within a well-established and growing business. If you feel you have the relevant skills and experience, please send your CV by return. NO AGENCIES Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Are you an experienced Case Manager in search of a new opportunity? Our client is seeking a skilled professional to become part of their Case Management team in Bootle. This compelling position entails overseeing post-completion, ensuring compliance with loan agreements, and cultivating robust client relationships. This Case Manager role offers a competitive salary of 30,000 - 35,000 per year. You'll be part of a dynamic environment where your expertise in loan management and client relations will shine. Plus, enjoy benefits like annual bonuses and salary reviews every April. Our client is a forward-thinking organisation that excels in portfolio management services. They focus on efficient loan management and prioritise strong communication and relationship-building with their clients. As a Case Manager, your responsibilities will include: Administering new and existing loans, setting up cases, and sending introductory correspondence. Organising electronic files and ensuring all legal documents and correspondence are correctly filed. Proactively monitoring loans, identifying risks, and taking necessary actions to ensure loan performance and redemption. Maintaining and updating electronic case records and data. Instructing and reviewing asset manager appointments and reports to identify risks. Conducting mid-term searches for all loans. Monitoring loan waypoints, key events, and conditions. Communicating with clients to gather information and resolve issues. Monitoring interest payments and ensuring timely collection. Liaising with solicitors for loan repayment and redemption statement preparation. Identifying loans at risk of exceeding their term and alerting the Head of Portfolio Management. Package and Benefits: The Case Manager role offers: Annual salary of 30,000 - 35,000, plus an annual bonus scheme. Salary reviews every April. 25 days holiday, increasing with length of service, plus your birthday off. Life insurance and onsite parking. Loyalty schemes and a cash-care health plan. Buy and sell holidays option. Regular social events. The ideal Case Manager will have: Experience in loan administration and portfolio management. Strong organisational skills and attention to detail. Excellent communication skills for client interaction. Ability to identify risks and take proactive measures. Experience in maintaining electronic records and data management. Ability to work independently and as part of a team. If you have experience or interest in roles such as Loan Administrator, Portfolio Analyst, Loan Officer, or Financial Case Manager, this Mortgage Administrator position could be the perfect fit for you. If you're ready to take on the challenge of managing a diverse portfolio and ensuring client satisfaction, this Mortgage Administrator role could be your next career move. Apply now and become a key player in our client's successful team. JL_FIN
Jun 11, 2026
Full time
Are you an experienced Case Manager in search of a new opportunity? Our client is seeking a skilled professional to become part of their Case Management team in Bootle. This compelling position entails overseeing post-completion, ensuring compliance with loan agreements, and cultivating robust client relationships. This Case Manager role offers a competitive salary of 30,000 - 35,000 per year. You'll be part of a dynamic environment where your expertise in loan management and client relations will shine. Plus, enjoy benefits like annual bonuses and salary reviews every April. Our client is a forward-thinking organisation that excels in portfolio management services. They focus on efficient loan management and prioritise strong communication and relationship-building with their clients. As a Case Manager, your responsibilities will include: Administering new and existing loans, setting up cases, and sending introductory correspondence. Organising electronic files and ensuring all legal documents and correspondence are correctly filed. Proactively monitoring loans, identifying risks, and taking necessary actions to ensure loan performance and redemption. Maintaining and updating electronic case records and data. Instructing and reviewing asset manager appointments and reports to identify risks. Conducting mid-term searches for all loans. Monitoring loan waypoints, key events, and conditions. Communicating with clients to gather information and resolve issues. Monitoring interest payments and ensuring timely collection. Liaising with solicitors for loan repayment and redemption statement preparation. Identifying loans at risk of exceeding their term and alerting the Head of Portfolio Management. Package and Benefits: The Case Manager role offers: Annual salary of 30,000 - 35,000, plus an annual bonus scheme. Salary reviews every April. 25 days holiday, increasing with length of service, plus your birthday off. Life insurance and onsite parking. Loyalty schemes and a cash-care health plan. Buy and sell holidays option. Regular social events. The ideal Case Manager will have: Experience in loan administration and portfolio management. Strong organisational skills and attention to detail. Excellent communication skills for client interaction. Ability to identify risks and take proactive measures. Experience in maintaining electronic records and data management. Ability to work independently and as part of a team. If you have experience or interest in roles such as Loan Administrator, Portfolio Analyst, Loan Officer, or Financial Case Manager, this Mortgage Administrator position could be the perfect fit for you. If you're ready to take on the challenge of managing a diverse portfolio and ensuring client satisfaction, this Mortgage Administrator role could be your next career move. Apply now and become a key player in our client's successful team. JL_FIN
Systems Support Officer Cardiff / Aberystwyth / Hybrid The Organisation Our client works with charities to support their activities. They are now looking for a Systems Support Officer to join them on a full-time, permanent basis, working 35 hours per week flexibly. This role is expected to commence in September 2026. Your Benefits - Salary of £27,914, rising to £29,043 per annum, following successful completion of probation - 25 days' paid holiday, plus 8 bank holidays and 5 additional discretionary days - 9% employer pension contribution - Employee Assistance Programme - Enhanced sick pay - Healthcare cash plan The Role As a Systems Support Officer, you will help support and improve the digital systems, data and technology services that underpin our client's work across Wales. Specifically, you will respond to queries and troubleshoot systems to ensure users can get the best from technology. You will also provide support to users in navigating funding management systems. Contributing to the development and improvement of systems and processes, you will also help to maintain data quality, enhance user experience and support the delivery of projects and service improvements. Additionally, you will: - Carry out user administration tasks, including password resets and access management - Undertake data cleansing, validation and de-duplication activities - Provide general IT and systems support to staff - Liaise with external suppliers to resolve technical issues - Identify opportunities to improve systems, processes and the user experience About You To be considered as a Systems Support Officer, you will need: - Experience of working in a support, co-ordination or customer-focused IT role, such as a front-line service desk - Experience of working with data, including data entry, checking accuracy and maintaining data quality - Strong organisational skills with the ability to manage multiple tasks and priorities - The ability to work independently and as part of a team - The ability to handle sensitive information appropriately and work in line with data protection requirements The closing date for this role is 22nd June 2026. Other organisations may call this role Systems Administrator, IT Support Officer, Systems Co-ordinator, Digital Support Officer, Service Desk Analyst, Technical Support Officer, Applications Support Officer, or Systems and Data Support Officer. Webrecruit and our clients are equal opportunities employers, value diversity and are strongly committed to providing equal employment opportunities for all employees and all applicants for employment. An anonymous equal opportunities monitoring form will make up part of your application and is used for monitoring purposes only. So, if you're looking for a new role as a Systems Support Officer, please apply via the button shown. This vacancy is being advertised by Webrecruit. The services advertised by Webrecruit are those of an Employment Agency.
Jun 11, 2026
Full time
Systems Support Officer Cardiff / Aberystwyth / Hybrid The Organisation Our client works with charities to support their activities. They are now looking for a Systems Support Officer to join them on a full-time, permanent basis, working 35 hours per week flexibly. This role is expected to commence in September 2026. Your Benefits - Salary of £27,914, rising to £29,043 per annum, following successful completion of probation - 25 days' paid holiday, plus 8 bank holidays and 5 additional discretionary days - 9% employer pension contribution - Employee Assistance Programme - Enhanced sick pay - Healthcare cash plan The Role As a Systems Support Officer, you will help support and improve the digital systems, data and technology services that underpin our client's work across Wales. Specifically, you will respond to queries and troubleshoot systems to ensure users can get the best from technology. You will also provide support to users in navigating funding management systems. Contributing to the development and improvement of systems and processes, you will also help to maintain data quality, enhance user experience and support the delivery of projects and service improvements. Additionally, you will: - Carry out user administration tasks, including password resets and access management - Undertake data cleansing, validation and de-duplication activities - Provide general IT and systems support to staff - Liaise with external suppliers to resolve technical issues - Identify opportunities to improve systems, processes and the user experience About You To be considered as a Systems Support Officer, you will need: - Experience of working in a support, co-ordination or customer-focused IT role, such as a front-line service desk - Experience of working with data, including data entry, checking accuracy and maintaining data quality - Strong organisational skills with the ability to manage multiple tasks and priorities - The ability to work independently and as part of a team - The ability to handle sensitive information appropriately and work in line with data protection requirements The closing date for this role is 22nd June 2026. Other organisations may call this role Systems Administrator, IT Support Officer, Systems Co-ordinator, Digital Support Officer, Service Desk Analyst, Technical Support Officer, Applications Support Officer, or Systems and Data Support Officer. Webrecruit and our clients are equal opportunities employers, value diversity and are strongly committed to providing equal employment opportunities for all employees and all applicants for employment. An anonymous equal opportunities monitoring form will make up part of your application and is used for monitoring purposes only. So, if you're looking for a new role as a Systems Support Officer, please apply via the button shown. This vacancy is being advertised by Webrecruit. The services advertised by Webrecruit are those of an Employment Agency.
Systems Accountant / Financial Systems Co-Ordinator London (Hybrid - 2 Days Office / 3 Days Remote) Up to 55,000 + Excellent Benefits + 25 days (Rising to 30) + 7.5% Pension + Health Plan Are you a Systems Accountant or Finance Systems professional with strong MS SQL skills and a solid understanding of finance processes? We are recruiting for a Systems Accountant to take ownership of key finance systems, supporting users across the business whilst driving process improvements, automation and reporting enhancements. This is an excellent opportunity for someone who enjoys combining finance systems expertise with hands-on SQL development and problem-solving. Working closely with Finance, IT and operational stakeholders, you will play a key role in maintaining, supporting and improving the organisation's finance systems, ensuring they remain efficient, reliable and fit for purpose. The Role As the Finance Systems lead, you will act as the primary point of contact for finance systems across the organisation, supporting users, maintaining system integrity and delivering improvements that enhance reporting, controls and operational efficiency. You will take ownership of the Purchase Order system, support month-end and reporting processes, manage user access and workflows, and work directly with system data to automate and improve finance processes. A key aspect of the role involves working with MS SQL Server. You will be expected to troubleshoot, modify and maintain existing SQL stored procedures, views and scripts and, where required, create new stored procedures from scratch to support business requirements and process automation. Key Responsibilities Act as the primary support contact for finance systems users across the organisation. Maintain, administer and continuously improve finance systems. Manage and support the Purchase Order (PO) system, workflows and approval hierarchies. Investigate and resolve finance systems issues and user queries. Manage user profiles, permissions and system administration. Support finance system upgrades, testing, enhancements and implementations. Develop and maintain finance reporting, reconciliations and data analysis. Identify opportunities to improve processes, controls and automation. Maintain system documentation, user guides and training materials. Work closely with Finance, IT and business stakeholders to deliver system improvements. SQL & Automation Responsibilities Write, modify and troubleshoot SQL queries, stored procedures and views. Maintain and improve existing SQL processes and integrations. Develop new stored procedures where required to support business processes. Support automation of month-end, reporting and reconciliation activities. Perform data extraction, transformation and validation activities. Optimise existing SQL queries and troubleshoot performance issues. Support data integrity and reporting accuracy across finance systems. About You To be successful in this role, you will have experience supporting finance or ERP systems and be comfortable working directly with SQL Server and finance data. You will likely have experience as a: Systems Accountant Finance Systems Analyst ERP Systems Analyst Finance Systems Administrator Finance Applications Specialist Skills & Experience Required Experience supporting, administering or improving finance or ERP systems. Strong MS SQL Server experience. Experience writing SQL queries and modifying existing stored procedures. Ability to troubleshoot SQL issues and create new stored procedures where required. Experience working with system data, reporting and process automation. Knowledge of finance processes including General Ledger, month-end close, journals, reconciliations and reporting. Experience supporting Purchase Order systems and approval workflows. Strong analytical and problem-solving skills. Excellent stakeholder management and communication skills. Experience of data migration, data validation and maintaining data integrity. Desirable Experience Part-qualified accountant (ACA, ACCA or CIMA) or qualified by experience. Experience with Deltek Vision or Deltek Vantagepoint. Project accounting experience. Experience supporting project profitability reporting, forecasting and project performance reporting. What's on Offer Salary circa 55,000. Hybrid working - 2 days per week in the London office. Excellent benefits package. Opportunity to take ownership of key finance systems. Exposure to systems development, automation and finance operations. A collaborative environment with genuine opportunity to influence processes and improvements. Application Requirements - Please ensure your application includes the following on either the CV or Cover Letter: Your current location/postcode. Current Right to Work status in the UK (sponsorship is not available). Current salary. Notice period. AGY - Vitae Financial Recruitment We Exist To Be Different - Membership NOT Registration
Jun 08, 2026
Full time
Systems Accountant / Financial Systems Co-Ordinator London (Hybrid - 2 Days Office / 3 Days Remote) Up to 55,000 + Excellent Benefits + 25 days (Rising to 30) + 7.5% Pension + Health Plan Are you a Systems Accountant or Finance Systems professional with strong MS SQL skills and a solid understanding of finance processes? We are recruiting for a Systems Accountant to take ownership of key finance systems, supporting users across the business whilst driving process improvements, automation and reporting enhancements. This is an excellent opportunity for someone who enjoys combining finance systems expertise with hands-on SQL development and problem-solving. Working closely with Finance, IT and operational stakeholders, you will play a key role in maintaining, supporting and improving the organisation's finance systems, ensuring they remain efficient, reliable and fit for purpose. The Role As the Finance Systems lead, you will act as the primary point of contact for finance systems across the organisation, supporting users, maintaining system integrity and delivering improvements that enhance reporting, controls and operational efficiency. You will take ownership of the Purchase Order system, support month-end and reporting processes, manage user access and workflows, and work directly with system data to automate and improve finance processes. A key aspect of the role involves working with MS SQL Server. You will be expected to troubleshoot, modify and maintain existing SQL stored procedures, views and scripts and, where required, create new stored procedures from scratch to support business requirements and process automation. Key Responsibilities Act as the primary support contact for finance systems users across the organisation. Maintain, administer and continuously improve finance systems. Manage and support the Purchase Order (PO) system, workflows and approval hierarchies. Investigate and resolve finance systems issues and user queries. Manage user profiles, permissions and system administration. Support finance system upgrades, testing, enhancements and implementations. Develop and maintain finance reporting, reconciliations and data analysis. Identify opportunities to improve processes, controls and automation. Maintain system documentation, user guides and training materials. Work closely with Finance, IT and business stakeholders to deliver system improvements. SQL & Automation Responsibilities Write, modify and troubleshoot SQL queries, stored procedures and views. Maintain and improve existing SQL processes and integrations. Develop new stored procedures where required to support business processes. Support automation of month-end, reporting and reconciliation activities. Perform data extraction, transformation and validation activities. Optimise existing SQL queries and troubleshoot performance issues. Support data integrity and reporting accuracy across finance systems. About You To be successful in this role, you will have experience supporting finance or ERP systems and be comfortable working directly with SQL Server and finance data. You will likely have experience as a: Systems Accountant Finance Systems Analyst ERP Systems Analyst Finance Systems Administrator Finance Applications Specialist Skills & Experience Required Experience supporting, administering or improving finance or ERP systems. Strong MS SQL Server experience. Experience writing SQL queries and modifying existing stored procedures. Ability to troubleshoot SQL issues and create new stored procedures where required. Experience working with system data, reporting and process automation. Knowledge of finance processes including General Ledger, month-end close, journals, reconciliations and reporting. Experience supporting Purchase Order systems and approval workflows. Strong analytical and problem-solving skills. Excellent stakeholder management and communication skills. Experience of data migration, data validation and maintaining data integrity. Desirable Experience Part-qualified accountant (ACA, ACCA or CIMA) or qualified by experience. Experience with Deltek Vision or Deltek Vantagepoint. Project accounting experience. Experience supporting project profitability reporting, forecasting and project performance reporting. What's on Offer Salary circa 55,000. Hybrid working - 2 days per week in the London office. Excellent benefits package. Opportunity to take ownership of key finance systems. Exposure to systems development, automation and finance operations. A collaborative environment with genuine opportunity to influence processes and improvements. Application Requirements - Please ensure your application includes the following on either the CV or Cover Letter: Your current location/postcode. Current Right to Work status in the UK (sponsorship is not available). Current salary. Notice period. AGY - Vitae Financial Recruitment We Exist To Be Different - Membership NOT Registration
My client is a scaling FinTech that provides best in class investment technology platform and investment administration services for large, UK institutional investors. We are currently looking for a new member of their small Institutional Client Relations team who are the first point of contact for Pension Scheme Trustees, Employers and Pension Consultants. Working closely with the team lead, the Client Relations Analyst will take a proactive role in providing first-class support to institutional pension schemes and their professional advisors. Tasks will include: Dealing with incoming client enquiries, by email or telephone Taking ownership of enquiries, escalating to back office teams when needed and maintaining oversight until solution delivered Delivering end-to-end production process for client reports that include fund factsheets, quarterly fund performance, transaction costs and ESG Support clients with day-to-day investment and pension administration issues Maintain quality and service delivery standards Support junior team members Undertake project work as required The team focus on delivering high standards of client service, and this role will ensure that data integrity not only meets client expectations, but also evolves to keep pace with client needs and market developments - so a healthy interest in technology, innovation and process improvement will be invaluable! The successful applicant will: Have strong Pension and/or Investment administration experience Demonstrable skills and experience with Microsoft Excel, Word and Outlook Deal confidently and professionally with management, other key business stakeholders and external investment fund managers Be able to manage increasing levels of responsibilities, deadlines and relationships, both internally and externally Have a problem-solving and inquisitive nature Possess excellent communications skills both written & verbal, and inter-personal This is a fantastic opportunity and we're looking for someone who understands the importance of, and thrives in, a collaborative team environment. Ideally, you will have experience of working directly with clients, but a proactive attitude and genuine willingness to learn and grow will be the most important attributes you can bring to the role. On offer is a basic salary of £36,000 to £38,000 dependent on relevant experience, plus bonus and benefits (Private Medical Insurance, Life Cover, 25 days holiday etc.) and the opportunity to work within a collaborative and sociable office environment. Career prospects are good and the company are happy to support study towards relevant professional qualifications such as Investment Operations Certificate and Investment Management Certificate.
Jun 05, 2026
Full time
My client is a scaling FinTech that provides best in class investment technology platform and investment administration services for large, UK institutional investors. We are currently looking for a new member of their small Institutional Client Relations team who are the first point of contact for Pension Scheme Trustees, Employers and Pension Consultants. Working closely with the team lead, the Client Relations Analyst will take a proactive role in providing first-class support to institutional pension schemes and their professional advisors. Tasks will include: Dealing with incoming client enquiries, by email or telephone Taking ownership of enquiries, escalating to back office teams when needed and maintaining oversight until solution delivered Delivering end-to-end production process for client reports that include fund factsheets, quarterly fund performance, transaction costs and ESG Support clients with day-to-day investment and pension administration issues Maintain quality and service delivery standards Support junior team members Undertake project work as required The team focus on delivering high standards of client service, and this role will ensure that data integrity not only meets client expectations, but also evolves to keep pace with client needs and market developments - so a healthy interest in technology, innovation and process improvement will be invaluable! The successful applicant will: Have strong Pension and/or Investment administration experience Demonstrable skills and experience with Microsoft Excel, Word and Outlook Deal confidently and professionally with management, other key business stakeholders and external investment fund managers Be able to manage increasing levels of responsibilities, deadlines and relationships, both internally and externally Have a problem-solving and inquisitive nature Possess excellent communications skills both written & verbal, and inter-personal This is a fantastic opportunity and we're looking for someone who understands the importance of, and thrives in, a collaborative team environment. Ideally, you will have experience of working directly with clients, but a proactive attitude and genuine willingness to learn and grow will be the most important attributes you can bring to the role. On offer is a basic salary of £36,000 to £38,000 dependent on relevant experience, plus bonus and benefits (Private Medical Insurance, Life Cover, 25 days holiday etc.) and the opportunity to work within a collaborative and sociable office environment. Career prospects are good and the company are happy to support study towards relevant professional qualifications such as Investment Operations Certificate and Investment Management Certificate.
Commercial Administrator 30,000 - 35,000 + Flexitime + Hybrid + Training + Progression + Benefits Monday - Friday, 37 Hours Tewkesbury Do you have strong administration & data entry experience within a manufacturing or engineering environment? Would you like to gain access to industry leading training and development? Do you want to join a global group offering flexible working times, hybrid work and progression? Due to continued growth, my client is looking for a commercial administrator to join the team at their state of the art facility in Tewkesbury. The successful applicant will be working closely with the sales, production and engineering teams to provide accurate timeframes and bespoke quotations for new and existing customers. You will have an excellent training platform in place to understand company & industry products, processes, materials and customers. Once trained up you will play a vital role within the team as they look to launch new products into the market, you will create bills of materials, new orders and identify any profitability issues within order timelines. This is an exciting opportunity to join a multi site, global manufacturing business who supply heavily into the automotive, aerospace, energy, chemicals and construction industries. The business boast an excellent staff retention rate, first class training programmes and regular opportunities to progress into more senior roles. If you are looking for variety, autonomy and to break into a global business this is the role for you. For more information please click apply and contact Patrick Walsh - REF5027 - (phone number removed) The Role: Working with a variety of in house teams Access to technical development, industry training and progression Analysing costs, profitability and timeframes The Candidate: Experience within a manufacturing environment Keen to develop new skills A commutable distance to Tewkesbury elix Sourcing Solutions is a specialist recruiter for Engineering, IT and Science roles ranging from mid to senior level positions. Please be aware that we will only accept applications from candidates that have a valid work permit to work in the UK. By applying to this job, you are confirming that you do not hold a criminal record and that you know of no legal reason why you would be ineligible for employment. Admin Administration Sales Commercial Office Estimator Quotations Costs Estimation Quotes Finance Manufacture Manufacturing Manufacturer Engineer Engineering Product Design CAD Financial Training Development Analyst Junior Tewkesbury Gloucester Gloucestershire Worcester Evesham Malvern INDLP
Jun 05, 2026
Full time
Commercial Administrator 30,000 - 35,000 + Flexitime + Hybrid + Training + Progression + Benefits Monday - Friday, 37 Hours Tewkesbury Do you have strong administration & data entry experience within a manufacturing or engineering environment? Would you like to gain access to industry leading training and development? Do you want to join a global group offering flexible working times, hybrid work and progression? Due to continued growth, my client is looking for a commercial administrator to join the team at their state of the art facility in Tewkesbury. The successful applicant will be working closely with the sales, production and engineering teams to provide accurate timeframes and bespoke quotations for new and existing customers. You will have an excellent training platform in place to understand company & industry products, processes, materials and customers. Once trained up you will play a vital role within the team as they look to launch new products into the market, you will create bills of materials, new orders and identify any profitability issues within order timelines. This is an exciting opportunity to join a multi site, global manufacturing business who supply heavily into the automotive, aerospace, energy, chemicals and construction industries. The business boast an excellent staff retention rate, first class training programmes and regular opportunities to progress into more senior roles. If you are looking for variety, autonomy and to break into a global business this is the role for you. For more information please click apply and contact Patrick Walsh - REF5027 - (phone number removed) The Role: Working with a variety of in house teams Access to technical development, industry training and progression Analysing costs, profitability and timeframes The Candidate: Experience within a manufacturing environment Keen to develop new skills A commutable distance to Tewkesbury elix Sourcing Solutions is a specialist recruiter for Engineering, IT and Science roles ranging from mid to senior level positions. Please be aware that we will only accept applications from candidates that have a valid work permit to work in the UK. By applying to this job, you are confirming that you do not hold a criminal record and that you know of no legal reason why you would be ineligible for employment. Admin Administration Sales Commercial Office Estimator Quotations Costs Estimation Quotes Finance Manufacture Manufacturing Manufacturer Engineer Engineering Product Design CAD Financial Training Development Analyst Junior Tewkesbury Gloucester Gloucestershire Worcester Evesham Malvern INDLP
Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our newly created specialist Administration Project Implementations Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; GMP Equalisation projects; benefit analysis and rectification work; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports and maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering and taking responsibility of managing administration services to Defined Benefit pension schemes. Demonstrable experience working on and delivering bulk projects including GMP, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work You can find out more about us and the benefits we offer on our careers website. What's next? Click on the 'apply' and follow the simple application process on-line. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.
Oct 08, 2025
Full time
Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our newly created specialist Administration Project Implementations Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; GMP Equalisation projects; benefit analysis and rectification work; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports and maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering and taking responsibility of managing administration services to Defined Benefit pension schemes. Demonstrable experience working on and delivering bulk projects including GMP, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work You can find out more about us and the benefits we offer on our careers website. What's next? Click on the 'apply' and follow the simple application process on-line. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.
Role: HR Systems Administrator Type: Temporary until February 2027 (Maternity Cover) Salary: 37,280 - 41,771 per annum Hybrid or Remote: Agile working arrangements available (approximately 60% office-based) Location: Derbyshire Sellick Partnership is partnering with a public sector organisation to recruit a Systems Administrator (HR) on a temporary basis. The Responsibilities of the HR Systems Administrator will be: Administer, develop, and maintain HR databases and associated systems. Ensure compliance with Data Protection legislation and maintain data security. Configure, test, and maintain HR systems including user setup, documentation, and training. Manage system updates and validate data quality across workflows, reports, and interfaces. Produce reports and statistical analysis to support workforce planning and management decisions. Provide system training and create user guides for staff. Support HR processes such as pay awards, contractual changes, and leave calculations. Work collaboratively with system providers to resolve issues and improve system functionality. Promote continuous improvement through process automation and innovation. Act as a subject matter expert on HR systems across the organisation. The Ideal candidate for the HR Systems Administrator role will have: Strong understanding of management information systems and data structures. Advanced Excel skills and ability to analyse and present data clearly. Experience delivering training and creating technical documentation. Excellent communication and problem-solving skills. BTEC/NVQ Level 3 in Business and Administration or equivalent experience. How to apply for the HR Systems Administrator role: If you believe that you are well-suited to this excellent opportunity of a HR Systems Administrator, please apply directly or contact Tim Farnsworth at Sellick Partnership Derby Office for more information. CVs will be screened and sent over to the client for shortlisting, the successful applicants interviews will be arranged as soon as possible. Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.
Oct 06, 2025
Contractor
Role: HR Systems Administrator Type: Temporary until February 2027 (Maternity Cover) Salary: 37,280 - 41,771 per annum Hybrid or Remote: Agile working arrangements available (approximately 60% office-based) Location: Derbyshire Sellick Partnership is partnering with a public sector organisation to recruit a Systems Administrator (HR) on a temporary basis. The Responsibilities of the HR Systems Administrator will be: Administer, develop, and maintain HR databases and associated systems. Ensure compliance with Data Protection legislation and maintain data security. Configure, test, and maintain HR systems including user setup, documentation, and training. Manage system updates and validate data quality across workflows, reports, and interfaces. Produce reports and statistical analysis to support workforce planning and management decisions. Provide system training and create user guides for staff. Support HR processes such as pay awards, contractual changes, and leave calculations. Work collaboratively with system providers to resolve issues and improve system functionality. Promote continuous improvement through process automation and innovation. Act as a subject matter expert on HR systems across the organisation. The Ideal candidate for the HR Systems Administrator role will have: Strong understanding of management information systems and data structures. Advanced Excel skills and ability to analyse and present data clearly. Experience delivering training and creating technical documentation. Excellent communication and problem-solving skills. BTEC/NVQ Level 3 in Business and Administration or equivalent experience. How to apply for the HR Systems Administrator role: If you believe that you are well-suited to this excellent opportunity of a HR Systems Administrator, please apply directly or contact Tim Farnsworth at Sellick Partnership Derby Office for more information. CVs will be screened and sent over to the client for shortlisting, the successful applicants interviews will be arranged as soon as possible. Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Oct 03, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
