339 jobs found

Senior Administrator / Personal Assistant Location: Bristol Salary: Up to £45,000, depending on experience Hours: Full Time An excellent opportunity has arisen for a professional and adaptable Senior Administrator / Personal Assistant to work for a Partner within a St. James s Place Principal Partner Practice in Bristol. You will be working closely with the Partner and offering support as required. As this is a small family practice, the role will include an element of general administration alongside the PA and client servicing duties and you will be comfortable in providing end to end support. The Role: Senior Administrator / Personal Assistant Effective management of incoming communication, including post, emails, answering calls and handling queries professionally. Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year. Managing the Advisors diaries and booking in client meetings and reviews. Maintaining records of meetings and CRM to ensure compliance. Assisting the paraplanning team as required. Gathering and collating information on behalf of clients, paraplanners and Advisors. Providing high - level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise. The Person: Senior Administrator / Personal Assistant You will have been working in Financial Services, ideally for a SJP Partner Practice for several years and have good all-round knowledge which you are looking to expand and develop Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service. Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes Ability to apply processes rigorously and meticulously to promote effective and efficient working Assertive and confident manner, particularly on the telephone Excellent numeracy and literacy skills Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Job Description Performance Administrator Location: Staffordshire (Hybrid) Salary: £26,230 Hours: Monday - Friday between 8am-4.30pm and 8.30am-5pm We are seeking a highly organised, analytical and proactive Performance Administrator to join an established organisation operating within the financial services sector. This role offers the opportunity to work within a fast-paced and data-driven environment, supporting performance reporting across multiple clients, contracts, and service level agreements. The successful candidate will play a key role in producing accurate reports, maintaining internal systems, supporting client onboarding, and contributing to continuous improvement and automation initiatives across the business. Our client provides services to public sector organisations across the UK and is committed to maintaining high standards of compliance, professionalism, and operational excellence. They offer a supportive and structured working environment with clear expectations and opportunities for development. Benefits as a Performance Administrator: £26,230 annual salary 25 days annual leave plus bank holidays Mandatory office shutdown between Christmas and New Year Flexible hybrid working model Company pension scheme Company sick pay scheme Eye care vouchers Employee benefits platform with discounts and Employee Assistance Programme Dedicated training and development programme Workplace mental health initiatives Free secure onsite parking Key responsibilities as a Performance Administrator: Producing accurate month-end statistical reports for clients across multiple contracts and SLAs Delivering daily, weekly, and monthly routine reports, as well as ad hoc reporting as required Managing internal systems, including user setup, amendments, and removals Investigating and resolving system and data issues, including file uploads, returns, and payment processing Supporting the end-to-end client onboarding process, including participation in inception meetings Maintaining and managing the Systems inbox, ensuring queries are handled within agreed service levels Supporting reporting improvements, system enhancements, and automation initiatives Assisting the Sales and Bid teams by producing performance data and statistics for client meetings and tender submissions Attending product and system update meetings and communicating updates across the business Conducting regular data cleansing to ensure system accuracy and integrity Collaborating on system-related projects and wider digital transformation initiatives Building strong working relationships with internal teams and external system providers Identifying opportunities for continuous improvement to enhance efficiency and reduce costs Requirements as a Performance Administrator: Minimum of 12 months' experience in an administrative or similar role Strong experience using Microsoft Office, particularly Excel, and working with data and reporting Experience working with internal systems or case management platforms Excellent organisational skills with the ability to manage multiple priorities and deadlines Strong attention to detail and accuracy in data handling and reporting Confident communication skills, both written and verbal, with the ability to engage stakeholders at all levels Analytical mindset with the ability to identify issues and implement solutions Ability to work independently as well as collaboratively within a team Successful candidates will be required to complete relevant background checks prior to employment. Apply today to discuss the role in more detail!

Client Support Administrator - Financial Planning Milton Keynes Up to £35,000 + Excellent Benefits + Hybrid Working An established and highly respected professional services firm is looking to appoint an experienced Senior Client Support Administrator to join its growing Financial Planning division. This is an excellent opportunity for an experienced financial services professional who enjoys combining technical administration, client service, process improvement, and team collaboration within a supportive and people-focused environment. You'll play a key role in supporting consultants and clients, overseeing complex administrative processes, helping maintain high compliance standards, and contributing to the smooth delivery of the wider Client Support function. About You The successful candidate will ideally have: Previous experience within financial planning or wealth management administration Strong organisational skills with excellent attention to detail A proactive and solutions-focused mindset Excellent communication and client service skills The ability to manage competing priorities effectively Strong Microsoft Office skills Experience working within a regulated financial services environment What's on Offer Hybrid/agile working with two days from home 25 days holiday plus bank holiday with option to buy/sell additional Excellent employee wellbeing support and benefits Strong career development and progression opportunities Access to ongoing professional development and training If you're looking to join a forward-thinking organisation where your contribution is genuinely valued and your career can continue to grow, we'd love to hear from you.

Chief Operating Officer (COO) The Shrine of Our Lady of Walsingham Location: Walsingham, Norfolk Salary: £60,000 - £70,000 per annum (plus benefits) The Shrine of Our Lady of Walsingham is one of England's most important Christian pilgrimage destinations, welcoming thousands of pilgrims and visitors each year from the UK and overseas. Alongside its devotional life, the Shrine operates a range of activities including accommodation, catering, retail, education, events and visitor services, all supporting its charitable mission. Governed by the Walsingham College Trust Association, the Shrine is now strengthening its operational and financial foundations to ensure long term sustainability while remaining faithful to its spiritual purpose. The creation of the Chief Operating Officer (COO) is in response to this context. The COO will act as deputy to the Priest Administrator and provide professional leadership across finance, operations and organisational systems. This is a broad and influential role, combining financial stewardship, commercial oversight and operational leadership, enabling the Priest Administrator to focus on mission, worship and pilgrimage. This is a rare opportunity to play a pivotal role in the long-term sustainability of a nationally significant spiritual institution. Essential experience includes: Qualified accountant (ACA, ACCA, CIMA or equivalent) Senior level experience covering finance and operations Knowledge of charity finance, governance and compliance Commercial acumen and experience overseeing trading or income generating activities Strong leadership, communication and stakeholder engagement skills A collaborative leadership style aligned with Christian ethos and values Preparedness to live within reasonable / practicable travelling distance of Walsingham. For further information and details on how to apply, please visit: For an informal and confidential discussion, please speak with our advisors at Berwick Partners; Katie McEvoy - Consultant - Berwick Partners E: T: (0)

Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If you re a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we d love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised. Manage confidential and sensitive information with absolute discretion. Prepare briefing documents, meeting packs, agendas and follow-up actions. Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner. Coordinate travel, meetings, events and key leadership engagements. Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams. Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities. IFA Technical Administration Process LOAs and liaise with product providers. Prepare valuations, portfolio comparison analytics and cashflow modelling inputs. Manage attitude-to-risk questionnaires and support suitability documentation processes. Produce and prepare client appointment packs for new and existing clients. Carry out fund switches and no action suitability letters where required. Manage adviser diary booking and scheduling for client meetings. Process new business applications, ensuring accuracy and regulatory compliance. Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor. Handle death claims with professionalism, sensitivity and empathy. Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures. Keep up to date with product, legislative and industry changes. What We re Looking For - Essential Experience Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential). Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion. Strong understanding of IFA processes, compliance requirements and provider interactions. Skills & Attributes Exceptional professionalism, confidentiality and judgement. Highly organised, proactive and able to manage competing deadlines. Confident communicator with excellent written and verbal skills. Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage. Able to work independently with minimal supervision while maintaining high accuracy. Composed under pressure; able to navigate interruptions and shifting priorities. A positive, solutions-focused team player who contributes ideas for improving processes and client service. Why Apply? Opportunity to work directly with the Senior Advisor in a trusted, high-impact position. A supportive, professional environment committed to excellence in client service. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

We are currently recruiting on behalf of a leading company based in Bury St Edmunds who are looking for an Operations Administrator to join their ever-growing team. You will be responsible for maintaining the businesses systems, databases and procedures ensuring they are kept accurate and up to date. Our client offers excellent benefits, and prides themselves on their ability to provide excellent support to their colleagues. Key Duties & Responsibilities: Creating and maintaining business document templates to ensure they are user-friendly and efficient, while supporting the rollout of new system features Assisting with testing and implementing updates to back-office systems Helping maintain and improve company systems and processes, providing support and training to colleagues when needed Supporting data cleansing activities, system updates, and the production of reports, working with team members as required Ensuring information across systems is accurate and consistent, raising any issues where necessary Working closely with different teams to encourage consistent system use and data standards Supporting and leading projects aimed at improving operational efficiency, data quality, and client service Identifying process inefficiencies and help implement improvements to workflows and systems Skills & Experience Required: A recent graduate or candidate with proven administration experience gained from a professional environment A genuine passion in wanting to build a long-term career within financial services Dedicated, hardworking, and personable Strong communication skills, written and verbal Analytical mindset with strong problem-solving abilities Excellent IT skills, with proficiency in Microsoft Core Benefits (Subject to eligibility): Personalised progression plans to ensure your success and progression in the business 1st class training from an award-winning business Free parking 25 days holiday+ bank holidays plus closure between Christmas and new year Flexible working Social events Length of service recognition Discounted legal services Annual salary reviews and performance related bonuses Private healthcare and healthcare cash plan

Dynamite Recruitment are supporting the recruit of a Pensions Administrator to join a wonderful company that supply into the Financial Services industry. No previous Pensions experience is required As a Pensions Administrator , you'll be part of a collaborative team managing the full life cycle of Pensions. This is a varied and fast-paced role that requires attention to detail, good organisational skills, and the ability to prioritise effectively. Key Responsibilities Set up new SIPP accounts and handle onboarding processes. Process contributions, transfers, benefit payments, and investment transactions. Maintain accurate records and prepare statutory reports. Ensure compliance with HMRC and regulatory guidelines. Respond to client queries and build strong working relationships. Contribute to improving internal processes and supporting system enhancements. We re looking for someone with excellent administrative and communication skills, ideally with experience in pensions or financial services. Skills & Attributes: High level of accuracy and attention to detail. Strong organisational and time management abilities. Good communication skills, both written and verbal. Team player with a proactive mindset. Confident using Microsoft Office and similar tools. We offer a supportive environment where your professional growth is encouraged, along with a competitive benefits package. Including, Hybrid working model. Permanent, Full time Hybrid working £25,000 - £28,000 Plenty of internal progression avaliable!

Digital Services Administration Supervisor Excellent Leadership Opportunity Supportive Team Environment Career Development We are recruiting for an exciting opportunity for an experienced administrator or team leader to join a busy and well-established Digital Services department. This is a fantastic opportunity for someone with strong organisational, supervisory and financial administration skills who enjoys working in a fast-paced environment and supporting operational excellence across a large organisation. The successful candidate will play a key role in leading an administrative team, supporting financial processes, and ensuring efficient day-to-day departmental operations. The Role As Digital Services Administration Supervisor, you will be responsible for overseeing the delivery of high-quality administrative support across the department while ensuring robust systems, processes and financial controls are maintained. Key responsibilities include: Providing effective line management and day-to-day supervision of the administrative team Supporting staff development, performance management and training needs Managing capital and revenue orders and invoices accurately Maintaining financial records and supporting expenditure reporting Monitoring procurement processes and ensuring compliance with internal policies Liaising with suppliers, internal teams and third-party partners to resolve queries Supporting meetings and communicating updates across multiple channels including email, phone and MS Teams Ensuring administrative systems and processes operate efficiently and consistently Supporting the wider Digital Services function through accurate reporting and organisation About You We are looking for someone who has: Previous administration or office management experience Experience supervising or supporting teams Strong organisational and communication skills Excellent attention to detail and accuracy Experience working with financial administration, invoicing or procurement processes The ability to manage multiple priorities in a busy environment Confidence using Microsoft Office and IT systems A proactive and professional approach Why Apply? Join a highly supportive and collaborative team environment Excellent opportunity to develop leadership and supervisory experience Work within a respected and people-focused organisation Varied and rewarding role with real responsibility Strong focus on employee wellbeing, inclusivity and development Opportunity to make a genuine impact within a growing digital services function This is an excellent opportunity for an organised and motivated individual looking to further their career within administration, operations or digital services support. Apply today for immediate consideration by sending your cv to (url removed) PS2

A well-established and highly regarded Financial Planning firm is seeking a professional, organised, and proactive Assistant to support the Director/Financial Advisor. This is an excellent opportunity for an experienced PA or administrator looking to join a collaborative and client-focused environment within the financial services sector. The successful candidate will provide administrative and organisational support to the Director, helping ensure the smooth day-to-day running of the business and delivering an exceptional client experience. This may also include personal errands and diary management Key responsibilities will include: Managing diaries, appointments, and meetings Preparing client documentation and correspondence Liaising with clients, providers, and internal teams Maintaining accurate records and updating CRM systems Supporting with reports, presentations, and meeting packs Handling incoming calls and emails professionally General office and administrative support as required The ideal candidate will be highly organised, detail-oriented, and confident managing multiple priorities in a fast-paced professional environment. You will have: Previous experience in a PA, Executive Assistant, or Senior Administrator role Excellent communication and interpersonal skills Strong organisational and time management abilities A professional and discreet approach Good working knowledge of Microsoft Office packages Experience within financial services or wealth management would be advantageous, but is not essential This position can be offered on a full or full or part time basis Office based, Poole £25,000 - £30,000

This is an excellent opportunity for a Junior Administrator to join a fun and dynamic team based in Guildford. Client Details This is an excellent opportunity for a Junior Administrator to join a fun and dynamic team based in Guildford. Description Provide administrative support to the Accounts & Finance department, including data entry and record management. Processing CIS Payroll timesheets Assist with the preparation and processing of financial documents and reports. Handle incoming correspondence and ensure timely responses to client queries. Maintain accurate and up-to-date filing systems for financial records. Support the team with compliance and regulatory documentation. Collaborate with other departments to ensure seamless workflow and communication. Contribute to the smooth operation of the office by performing ad hoc duties as required. Profile A successful Junior Administrator should have: A strong organisational mindset and the ability to manage multiple tasks efficiently. Proficiency in using office software and tools, particularly Microsoft Office Suite. An understanding or interest in the professional services industry, particularly accounting and finance. Excellent written and verbal communication skills. A proactive and enthusiastic approach to learning and problem-solving. Job Offer A permanent position with a competitive salary ranging from 26,000 to 28,000 per annum. Great benefits package to support your professional and personal needs. Opportunities to grow and develop within the professional services industry. A supportive and collaborative working environment in Guildford. If you are ready to take the next step in your career as a Junior Administrator, apply now to join this thriving organisation in the accountancy and finance sector.

Are you organised, proactive, and confident thriving in a fast-paced office? Do you enjoy keeping operations running smoothly while supporting a busy team? If you're someone who takes ownership, anticipates needs before they arise, and takes pride in delivering high-quality admin support then this could be the perfect opportunity for you! JOB TITLE: Office Administrator CONTRACT : Permanent HOURS: Monday - Friday, 8am - 5pm START : ASAP SALARY: 26,000- 29,000pa LOCATION: Ringwood We're looking for a detail driven Administrator to join a growing construction company, where no two days are the same. You'll play a key role in coordinating office operations, providing some finance administration and support to technical departments. Could this be your next career move? Provide administrative support to the wider team, ensuring smooth day-to-day office operations Manage incoming calls and emails, acting as a professional first point of contact for clients, suppliers, and subcontractors Handle client queries efficiently, ensuring excellent service and timely resolution of issues Liaise with subcontractors to coordinate schedules, documentation, and ongoing project requirements Support project teams with maintaining accurate records, schedules, and site documentation Process supplier invoices and assist with invoice reconciliation Use Xero to process invoices and support the accounts team with finance administration tasks Ensure all purchase orders, invoices, and delivery notes are accurately recorded and filed Maintain organised digital and physical filing systems, ensuring compliance with company procedures Assist with ordering office supplies and managing relationships with external suppliers Provide general office support, including data entry, document preparation, and reporting Proactively identify administrative improvements to enhance efficiency within the office Is this you? Previous experience in an administrative role, ideally within construction or a fast-paced office environment Experience using Xero software and having invoicing experience is beneficial, but not essential Strong organisational skills with the ability to manage multiple priorities and meet deadlines Excellent communication skills, both written and verbal, with confidence speaking to clients, suppliers, and subcontractors High level of attention to detail and accuracy, particularly when handling documentation and financial data Proactive and self-motivated, with the ability to work independently and take initiative Competent in Microsoft Office (Word, Excel, Outlook) and general office systems If this sounds like YOU, then apply with your CV TODAY! We are excited to speak to you about this opportunity! NB: If this company and position appeals to you then please apply your CV on-line and please send your CV to (url removed) Advertised by Office Angels, South Coast branch . Please note that due to a high volume of response Office Angels receive; only successful candidates will be contacted For the purposes of the Regulations, please note that Office Angels in the provision of these services will be operating as a recruitment agency. Office Angels are an equal opportunities employer 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.

Client Servicing Administrator Location : Altrincham Hours : Monday to Friday, 9:00am - 5:00pm (flexibility available) Overview An excellent opportunity has arisen for a highly organised and client-focused individual to join a busy and professional operations team as a Client Servicing Administrator.This role is central to delivering a seamless and high-quality client journey. You will play a key part in supporting advisers and ensuring that all client servicing activities, including review scheduling and engagement, are carried out efficiently and accurately. Key Responsibilities Serve as a main point of contact for clients, delivering a consistently high standard of service both over the phone and in person Proactively identify clients due for financial reviews using internal systems Coordinate and schedule client review meetings (both face-to-face and virtual) Effectively manage adviser diaries and ensure optimal planning of appointments Prepare and distribute client review documentation to a high standard Maintain accurate and up-to-date client records, logging all interactions within internal systems Conduct follow-ups with clients to ensure engagement and continuity of service Produce reports to support advisers in preparation for client meetings Support ongoing client engagement activities, including scheduled communications Ensure all administrative processes are completed in line with regulatory and company standards Contribute to the smooth running of the office through general administrative support Skills and Experience Proficiency in Microsoft Office applications, including Outlook, Word, Excel and Teams Strong organisational skills with the ability to manage multiple tasks effectively Excellent communication skills, both written and verbal Professional and confident telephone manner High level of attention to detail and accuracy Ability to work both independently and as part of a team Proactive approach with the ability to prioritise workload Strong sense of integrity and commitment to maintaining confidentiality About You You will be a motivated and detail-oriented individual with a strong focus on delivering outstanding client service. You are comfortable managing competing priorities in a structured and efficient manner, and take pride in maintaining high standards in all aspects of your work. Experience within a professional services or financial services environment would be advantageous. Benefits 25 days holiday plus bank holidays plus an additional day for your birthday Company pension scheme Life insurance Access to employee discounts and benefits platform Regular company events Hybrid working available following successful completion of probation If you'd like to be considered for this role, please apply now or contact Rhyan Scott at Reed Financial Services for more information.

Financial Planning Administrator Crawley, 2-3 days a week in the office Up to £33,000 This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. 25 days holiday + bank holidays 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities What's needed to be considered? Previous experience within Financial Planning in an IFA Administrator support role is desirable Knowledge of products including Pensions and Investments Experience using a CRM/back-office system such as Xplan or IO Strong client services and communication skills Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory

IFA Administrator Wetherby £28,000 - £37,000 NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities will include: Diary Management Liaising with clients, providers and 3rd parties Processing new business Creating meeting packs Drafting and sending letters Obtaining valuations and illustrations General office admin What's in it for you? Salary range: up to £37k depending on experience Discretionary bonus 8% employer pension contribution 25 days holiday + Bank Holidays Private medical insurance Death in service cover Excellent progression and development Free onsite parking What do we need from you? Previous experience doing a similar role, preferably within an Independent Financial Services environment. Experience working with intelligent office is essential Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions Those working towards the CII Level 4 Diploma would be of most interest Solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16705

Client Support Administrator - Financial Planning Preston Up to £35,000 + Excellent Benefits + Hybrid Working An established and highly respected professional services firm is looking to appoint an experienced Senior Client Support Administrator to join its growing Financial Planning division. This is an excellent opportunity for an experienced financial services professional who enjoys combining technical administration, client service, process improvement, and team collaboration within a supportive and people-focused environment. You'll play a key role in supporting consultants and clients, overseeing complex administrative processes, helping maintain high compliance standards, and contributing to the smooth delivery of the wider Client Support function. About You The successful candidate will ideally have: Previous experience within financial planning or wealth management administration Strong organisational skills with excellent attention to detail A proactive and solutions-focused mindset Excellent communication and client service skills The ability to manage competing priorities effectively Strong Microsoft Office skills Experience working within a regulated financial services environment What's on Offer Hybrid/agile working with two days from home 25 days holiday plus bank holiday with option to buy/sell additional Excellent employee wellbeing support and benefits Strong career development and progression opportunities Access to ongoing professional development and training If you're looking to join a forward-thinking organisation where your contribution is genuinely valued and your career can continue to grow, we'd love to hear from you.

Client Data Administrator 12m FTC Northwich Hybrid up to £28,000 Meraki Talent is working with a well established financial services firm is looking to appoint a Client Data Administrator to join its Operations team on a 12-month contract based in Northwich. This is an excellent opportunity for an organised and detail focused professional with experience within financial services, ideally wealth management or asset management, who enjoys working in a fast-paced operational environment with a strong focus on accuracy, compliance, and client data management. Responsibilities : Accurately inputting and maintaining client data across internal systems Uploading and updating client documentation in line with company procedures Processing fee amendments and ensuring records are updated correctly Reviewing documentation to ensure completeness, accuracy, and compliance Supporting the management and maintenance of client files and records Working within established risk and compliance frameworks to ensure regulatory standards are met Liaising with internal stakeholders to resolve data discrepancies and operational queries Supporting operational process improvements and administrative initiatives Assisting with internal talent development and training schemes where required Person Specification Previous experience within financial services is essential, ideally within wealth management, asset management, or investment management Strong data entry and administrative experience with excellent attention to detail Experience handling sensitive client information accurately and confidentially Understanding of risk and compliance frameworks within regulated environments Comfortable working with large volumes of data and documentation Strong organisational and time management skills Proactive and collaborative approach to work Confident using internal systems and Microsoft Office applications

Client Support Administrator - Financial Planning Manchester Up to £35,000 + Excellent Benefits + Hybrid Working An established and highly respected professional services firm is looking to appoint an experienced Senior Client Support Administrator to join its growing Financial Planning division. This is an excellent opportunity for an experienced financial services professional who enjoys combining technical administration, client service, process improvement, and team collaboration within a supportive and people-focused environment. You'll play a key role in supporting consultants and clients, overseeing complex administrative processes, helping maintain high compliance standards, and contributing to the smooth delivery of the wider Client Support function. About You The successful candidate will ideally have: Previous experience within financial planning or wealth management administration Strong organisational skills with excellent attention to detail A proactive and solutions-focused mindset Excellent communication and client service skills The ability to manage competing priorities effectively Strong Microsoft Office skills Experience working within a regulated financial services environment What's on Offer Hybrid/agile working with two days from home 25 days holiday plus bank holiday with option to buy/sell additional Excellent employee wellbeing support and benefits Strong career development and progression opportunities Access to ongoing professional development and training If you're looking to join a forward-thinking organisation where your contribution is genuinely valued and your career can continue to grow, we'd love to hear from you.

Training Coordinator (part-time) Salary: £18.24 per hour + holiday pay Contract: Temporary (8 - 12 weeks initially), part-time: 2-days per week Location: London (hybrid working, 1-day per week onsite) We're delighted to be supporting a leading UK charity in their search for a Training Coordinator to join their team on an initial temporary basis. This organisation delivers vital, trauma informed support services and works with partners across sectors to improve understanding, awareness and response to complex and sensitive issues. Working at the heart of a small, collaborative team, you'll ensure the smooth delivery of training programmes; coordinating logistics, managing client communications and maintaining accurate records from booking through to completion. This is a unique opportunity for a highly organised administrator to join a purpose driven team doing deeply meaningful work, where professionalism, empathy and attention to detail are critical to supporting both clients and colleagues in a respectful and considered way. Responsibilities: Training Coordination & Scheduling Managing the end to end training workflow from confirmed booking through to completion. Coordinating scheduling, allocating trainers and maintaining an accurate training calendar. Ensuring all training logistics are organised effectively and delivered smoothly. Client Communication & Delivery Support Acting as a key point of contact for clients, ensuring clear, timely and professional communication. Sending joining instructions, reminders and follow-ups. Supporting post training activity, including evaluations, certificates and follow up communications. Financial & Administrative Processes Issuing and tracking contracts and invoices, ensuring timely completion and escalation where required. Tracking trainer costs and expenses, maintaining accurate financial records. Data Management & Reporting Maintaining a central 'source of truth' tracker across all training activity. Producing light-touch reports on delivery, pipeline and activity. Ensuring all records are accurate, up to date and aligned with internal processes. Continuous Improvement & Team Support Supporting the ongoing refinement of processes and templates. Providing reliable, consistent administrative support to enable the wider team to focus on strategic work. Requirements: Strong administrative or coordination experience, ideally within training, events or operations. Excellent organisational skills and attention to detail. Confidence managing multiple priorities and taking ownership of processes. Strong communication skills and a professional, client focused approach. Good IT skills, including experience using Microsoft Office, spreadsheets and tracking systems. A reliable, proactive mindset and the ability to work independently. Experience within a psychology-based environment or familiarity with sensitive subject matter would be advantageous. If you're an organised and detail-focused coordinator looking to make an immediate impact within a meaningful organisation, we'd love to hear from you. Applications will be reviewed on a rolling basis so if this role interests you, please apply ASAP by submitting your CV in Word format. At Prospectus, we invest in your journey as a candidate and are committed to supporting you with your application. We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status, or pregnancy/maternity. If you have a disability and require reasonable adjustments to any part of the process, please reach out to us.

Job title: Business Support Coordinator Hourly rate: 13.69 Working hours: 37 Monday-Friday Location: Landmark House, Ipswich IP1 5PF/ Hybrid 2 days Contract: 3-6 months Opus People Solutions are recruiting on behalf of Suffolk County Council for a Business Support Coordinator to Co-ordinate processes providing a range of administrative and financial duties supporting the delivery of services within the MASH department. The MASH receives all Child referrals and Adult Safeguarding Referrals, gathering relevant partner agency information to determine the most appropriate course of action and to ensure referrals are passed to a children's social care team in a timely way. Responsibilities will include: Day to day management of specific processes carried out in service area including administrative, financial, IT and HR processes. Data gathering and preparation Triage referrals for safeguarding and providing feedback on referrals Producing daily stats for the team Producing letters and responding to incoming communication General admin support including room bookings and stationary ordering Diary management, making appointments, arranging and preparing for meetings and taking minutes. For more information or to process your application, please apply now!

Job Title: Administrator Location: Dorchester, Dorset Contract Type: Temporary Salary: 13.26 per hour Hours: 30 hours per week (6 hours per day) About Us Connect2Dorset is a managed service agency owned by Dorset Council providing temporary, contract and interim opportunities into the Council. Our service is built on our values of ethical, trustworthy, and caring, and our profits are returned to our Local Authority shareholders. About the Role Connect2Dorset is recruiting an Administrator to support the day-to-day operations at Poundbury Waste Depot, a key operational base for waste collection services. You will provide essential administrative support to depot supervisors and operational staff, ensuring smooth coordination of daily activities. This includes acting as a central point of contact for internal teams, maintaining accurate records, and supporting a range of administrative processes that keep the depot running efficiently. Key Responsibilities Provide general administrative and clerical support to depot management and operational teams. Act as a key point of contact for internal staff, particularly waste collection crews and supervisors. Manage correspondence, calls, and internal communications. Organise meetings, maintain diaries, and take minutes when required. Maintain accurate records, filing systems, and internal databases. Input and update operational data, spreadsheets, and reporting systems. Support basic financial administration, including processing and record-keeping tasks. Assist with operational coordination tasks to support daily depot activity. Carry out additional administrative duties as required. Skills and Experience Previous experience in an administrative or office support role. Strong organisational and communication skills. Confident using Microsoft Office (Word, Excel, Outlook). Ability to manage workload independently and prioritise tasks. High attention to detail and accuracy with data entry and records. Professional approach when communicating with operational staff. Connect2Dorset is a trading style of Dorset & Kent Commercial Services LLP - A joint venture between Dorset Council & Commercial Services Kent Ltd. Connect2Dorset is an equal opportunities Employment Agency & Business. It positively encourages applications from all suitably qualified and eligible candidates. Connect2Dorset is a trading style of Dorset & Kent Commercial Services LLP - A joint venture between Dorset Council & Commercial Services Kent Ltd. Connect2Dorset is an equal opportunities Employment Agency & Business. It positively encourages applications from all suitably qualified and eligible candidates.