Client Services Administrator/Junior Paraplanner Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) £35k - £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Client Services Executive/Junior Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 16, 2026
Full time
Client Services Administrator/Junior Paraplanner Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) £35k - £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Client Services Executive/Junior Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.
IFA Administrator Broadway/ Worcestershire Up to £30,000 + Fantastic Benefits Hybrid Working Life Assurance Exam Support Health Cash Plan Flexi-Time Experience of using Intelligent Office and the Transact platform is desirable. Are you an experienced IFA Administrator looking to develop your career within a reputable and supportive Wealth Management firm? This is an excellent opportunity to join a well-established team of Independent Financial Planners in Nottingham, where your progression and expertise will be truly valued. Our Client have a large presence across key locations within the UK, as a result of their ongoing growth now have an excellent opportunity available for an experienced IFA Administrator, that will offer ongoing support and development. In this role, you will play a key part in delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service at all times. Why This Role Stands Out " Hybrid working and flexible hours " Full support towards professional qualifications " Health Cash Plan and Employee Assistance Programme " Life Assurance " A collaborative, friendly and professional working environment Key Responsibilities " Processing new business across multiple provider platforms " Preparing client files, valuations, illustrations and suitability documentation " Managing day-to-day administration duties and maintaining accurate client records " Ensuring workflow tasks and SLAs are completed on time " Liaising with clients, providers and internal colleagues via phone, email and letter " Maintaining diary systems and ensuring all documentation is stored and scanned correctly Essential Experience " To be successful in this role, candidates must have: " Strong Financial Services administration experience within Pensions & Investments " Proven experience working with Structured Products " Hands-on experience using the Transact platform " Ideally, familiarity with Intelligent Office (iO) Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements. Interested? To find out more, please contact one of our specialist consultants quoting REF: NJR-16758
Jun 16, 2026
Full time
IFA Administrator Broadway/ Worcestershire Up to £30,000 + Fantastic Benefits Hybrid Working Life Assurance Exam Support Health Cash Plan Flexi-Time Experience of using Intelligent Office and the Transact platform is desirable. Are you an experienced IFA Administrator looking to develop your career within a reputable and supportive Wealth Management firm? This is an excellent opportunity to join a well-established team of Independent Financial Planners in Nottingham, where your progression and expertise will be truly valued. Our Client have a large presence across key locations within the UK, as a result of their ongoing growth now have an excellent opportunity available for an experienced IFA Administrator, that will offer ongoing support and development. In this role, you will play a key part in delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service at all times. Why This Role Stands Out " Hybrid working and flexible hours " Full support towards professional qualifications " Health Cash Plan and Employee Assistance Programme " Life Assurance " A collaborative, friendly and professional working environment Key Responsibilities " Processing new business across multiple provider platforms " Preparing client files, valuations, illustrations and suitability documentation " Managing day-to-day administration duties and maintaining accurate client records " Ensuring workflow tasks and SLAs are completed on time " Liaising with clients, providers and internal colleagues via phone, email and letter " Maintaining diary systems and ensuring all documentation is stored and scanned correctly Essential Experience " To be successful in this role, candidates must have: " Strong Financial Services administration experience within Pensions & Investments " Proven experience working with Structured Products " Hands-on experience using the Transact platform " Ideally, familiarity with Intelligent Office (iO) Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements. Interested? To find out more, please contact one of our specialist consultants quoting REF: NJR-16758
Barchester Healthcare are looking for an experienced and dedicated Administrator to join our team and play a pivotal role within the home's management team. Providing the General Manager with the support needed to ensure the efficient running of a high quality home, this varied position encompasses managing Customer Experience elements alongside, HR, Recruitment, Payroll, Finance and the supervision of junior members of the administration team. You'll need to be a self-sufficient and professional individual who is enthusiastic and promotes a positive image when communicating with others and talking about the home, creating a positive impression. Along with strong IT skills and excellent organisation, our Administrators will need to be comfortable in giving others direction. RESPONSIBILITIES Promote a warm and welcoming environment for residents, staff and visitors Manage enquiries and showrounds of the home for prospective families, including managing the customer database appropriately to support the commercial performance and conversion of enquiries for the home Drive the occupancy and reputation of the Care Home as part of a community engagement team Support resident and family feedback with a focus on customer care Assist with the recruitment of home staff, completing employment new starter checks and arranging inductions Payroll preparation for home based staff Provide advice and guidance to employees on queries using the HR tools and resources available Ensure that all personal files are stored securely Attend meetings and produce accurate notes and minutes where required Ensure all rotas are complete Manage safe contents, petty cash, and resident fund accounts Update ad-hoc training, supervisions, and appraisals on staff records Offer guidance on staff development opportunities including signposting to Apprenticeships and qualifications NEED TO HAVE Experience in a customer facing role Previous involvement in HR administration and recruitment High level of attention to detail and the ability to prioritise Proficient user of Microsoft- specifically Word, Excel and Outlook CIPD qualification would be beneficial REWARDS AND BENEFITS Rewarding Excellence bonus, meaning you will be financially rewarded by up to 500 for a Good or Outstanding CQC inspection Unlimited access to our generous refer a friend scheme, earning up to 500 per referral Access to a wide range of retail and leisure discounts at big brands and supermarkets Free access to medical specialists, who are available for a second opinion if you need it to make a decision with confidence Confidential and free access to counselling and legal services Tax code review service, where we will check that you are on the right code and paying the right level of tax Option to join our monthly staff lottery alongside thousands of colleagues across the UK As the only healthcare provider to be accredited as one of the best companies to work for in the UK, Barchester are dedicated to ensuring that our team are respected and their contribution valued. If you are looking to develop your administrative career with an employer that is supportive and offers progression opportunities, Barchester is an empowering and rewarding place to be. 7766
Jun 16, 2026
Full time
Barchester Healthcare are looking for an experienced and dedicated Administrator to join our team and play a pivotal role within the home's management team. Providing the General Manager with the support needed to ensure the efficient running of a high quality home, this varied position encompasses managing Customer Experience elements alongside, HR, Recruitment, Payroll, Finance and the supervision of junior members of the administration team. You'll need to be a self-sufficient and professional individual who is enthusiastic and promotes a positive image when communicating with others and talking about the home, creating a positive impression. Along with strong IT skills and excellent organisation, our Administrators will need to be comfortable in giving others direction. RESPONSIBILITIES Promote a warm and welcoming environment for residents, staff and visitors Manage enquiries and showrounds of the home for prospective families, including managing the customer database appropriately to support the commercial performance and conversion of enquiries for the home Drive the occupancy and reputation of the Care Home as part of a community engagement team Support resident and family feedback with a focus on customer care Assist with the recruitment of home staff, completing employment new starter checks and arranging inductions Payroll preparation for home based staff Provide advice and guidance to employees on queries using the HR tools and resources available Ensure that all personal files are stored securely Attend meetings and produce accurate notes and minutes where required Ensure all rotas are complete Manage safe contents, petty cash, and resident fund accounts Update ad-hoc training, supervisions, and appraisals on staff records Offer guidance on staff development opportunities including signposting to Apprenticeships and qualifications NEED TO HAVE Experience in a customer facing role Previous involvement in HR administration and recruitment High level of attention to detail and the ability to prioritise Proficient user of Microsoft- specifically Word, Excel and Outlook CIPD qualification would be beneficial REWARDS AND BENEFITS Rewarding Excellence bonus, meaning you will be financially rewarded by up to 500 for a Good or Outstanding CQC inspection Unlimited access to our generous refer a friend scheme, earning up to 500 per referral Access to a wide range of retail and leisure discounts at big brands and supermarkets Free access to medical specialists, who are available for a second opinion if you need it to make a decision with confidence Confidential and free access to counselling and legal services Tax code review service, where we will check that you are on the right code and paying the right level of tax Option to join our monthly staff lottery alongside thousands of colleagues across the UK As the only healthcare provider to be accredited as one of the best companies to work for in the UK, Barchester are dedicated to ensuring that our team are respected and their contribution valued. If you are looking to develop your administrative career with an employer that is supportive and offers progression opportunities, Barchester is an empowering and rewarding place to be. 7766
Financial Planning Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Financial Planning Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management / Financial Planning Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please Apply now, or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
Jun 16, 2026
Full time
Financial Planning Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Financial Planning Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management / Financial Planning Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please Apply now, or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
A leading professional services firm is looking to hire an Insolvency Administrator to join its specialist Contentious Insolvency / Investigations team in London. This is an excellent opportunity for someone looking to move into more complex, investigation-led work while gaining exposure to innovative technologies, including AI-driven tools . The Role You will support a varied portfolio of contentious and investigation-focused assignments, working closely with senior staff on complex cases involving director conduct, recoveries, and litigation support. The team is forward-thinking and leverages AI and technology to improve case efficiency and insight. Key Responsibilities Assist in the management of contentious insolvency and investigation cases Review financial records and support director conduct investigations Help identify potential antecedent transactions and recovery opportunities Prepare reports, correspondence, and statutory documentation Liaise with legal teams, creditors, and key stakeholders Utilise internal systems and AI tools to support case analysis About You Experience within corporate insolvency (administrations, liquidations, or investigations) Interest in contentious or investigation-based work Strong attention to detail and analytical skills Comfortable working with data and open to using new technologies Good communication and organisational abilities What's On Offer Exposure to complex and high-profile contentious cases Opportunity to work with modern AI tools and innovative processes Hybrid working - flexible structure Supportive, collaborative, and forward-thinking team Clear progression and development opportunities If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Jun 16, 2026
Full time
A leading professional services firm is looking to hire an Insolvency Administrator to join its specialist Contentious Insolvency / Investigations team in London. This is an excellent opportunity for someone looking to move into more complex, investigation-led work while gaining exposure to innovative technologies, including AI-driven tools . The Role You will support a varied portfolio of contentious and investigation-focused assignments, working closely with senior staff on complex cases involving director conduct, recoveries, and litigation support. The team is forward-thinking and leverages AI and technology to improve case efficiency and insight. Key Responsibilities Assist in the management of contentious insolvency and investigation cases Review financial records and support director conduct investigations Help identify potential antecedent transactions and recovery opportunities Prepare reports, correspondence, and statutory documentation Liaise with legal teams, creditors, and key stakeholders Utilise internal systems and AI tools to support case analysis About You Experience within corporate insolvency (administrations, liquidations, or investigations) Interest in contentious or investigation-based work Strong attention to detail and analytical skills Comfortable working with data and open to using new technologies Good communication and organisational abilities What's On Offer Exposure to complex and high-profile contentious cases Opportunity to work with modern AI tools and innovative processes Hybrid working - flexible structure Supportive, collaborative, and forward-thinking team Clear progression and development opportunities If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
A leading UK advisory firm is seeking an experienced Senior Insolvency Administrator to join its growing team in the Southampton area . This is an excellent opportunity to take ownership of a varied corporate caseload while working within a supportive and collaborative restructuring environment. You will play a key role in delivering insolvency and restructuring services, managing cases from inception through to closure, and working closely with directors, stakeholders, and professional advisors. The role offers strong exposure to technically challenging work alongside an experienced and well-respected team. What's on offer: A varied role managing a portfolio of liquidations and administrations from start to finish Responsibility for case progression, statutory reporting, and stakeholder communication Exposure to investigations into directors' conduct and company affairs Opportunity to liaise closely with solicitors, agents, and other third-party professionals Clear career progression within a growing and dynamic restructuring team Financial support for professional qualifications 25 days holiday + bank holidays, birthday leave, and giving-back days Contributory pension scheme and enhanced sick pay Flexible benefits, wellbeing support, and enhanced family-friendly policies 36.25-hour working week in a professional, team-oriented environment What we're looking for: A minimum of 3 years' experience in corporate insolvency Proven ability to manage a diverse caseload from inception to closure Experience dealing directly with directors and stakeholders from initial meeting onwards Strong understanding of corporate insolvency procedures and compliance requirements Good numeracy and analytical skills, with attention to detail and accuracy Ability to identify and manage high-risk issues effectively Excellent written and verbal communication skills Highly organised, with the ability to manage competing priorities A proactive, adaptable approach with the ability to work independently and within a team Strong interpersonal skills and confidence liaising with a range of stakeholders An insolvency or accountancy qualification is preferred If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Jun 16, 2026
Full time
A leading UK advisory firm is seeking an experienced Senior Insolvency Administrator to join its growing team in the Southampton area . This is an excellent opportunity to take ownership of a varied corporate caseload while working within a supportive and collaborative restructuring environment. You will play a key role in delivering insolvency and restructuring services, managing cases from inception through to closure, and working closely with directors, stakeholders, and professional advisors. The role offers strong exposure to technically challenging work alongside an experienced and well-respected team. What's on offer: A varied role managing a portfolio of liquidations and administrations from start to finish Responsibility for case progression, statutory reporting, and stakeholder communication Exposure to investigations into directors' conduct and company affairs Opportunity to liaise closely with solicitors, agents, and other third-party professionals Clear career progression within a growing and dynamic restructuring team Financial support for professional qualifications 25 days holiday + bank holidays, birthday leave, and giving-back days Contributory pension scheme and enhanced sick pay Flexible benefits, wellbeing support, and enhanced family-friendly policies 36.25-hour working week in a professional, team-oriented environment What we're looking for: A minimum of 3 years' experience in corporate insolvency Proven ability to manage a diverse caseload from inception to closure Experience dealing directly with directors and stakeholders from initial meeting onwards Strong understanding of corporate insolvency procedures and compliance requirements Good numeracy and analytical skills, with attention to detail and accuracy Ability to identify and manage high-risk issues effectively Excellent written and verbal communication skills Highly organised, with the ability to manage competing priorities A proactive, adaptable approach with the ability to work independently and within a team Strong interpersonal skills and confidence liaising with a range of stakeholders An insolvency or accountancy qualification is preferred If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Randstad Construction & Property
Cambridge, Cambridgeshire
Administrator Company Secretarial Administrator Location: Cambridge (Agile 2-3 days Home Working Available). Salary: 26646 - 27000 per annum + Excellent Benefits. Work Pattern: Monday - Friday, 9:00am to 5:30pm The Opportunity Are you a detail-oriented administrator looking to build a career with a national leader? We are an award-winning property services group, officially certified as one of the "Great Places to Work UK." We are looking for a proactive Administrator to join the team as a Company Secretarial Administrator in Cambridge. This is a fantastic entry point into the world of corporate governance and property law. Whether you have experience in the sector or are a skilled administrator looking for a new challenge, we offer a structured development path and regular salary reviews to ensure your hard work is rewarded. The Benefits Agile Working: Enjoy a blend of office and home working following your initial training period. Career Growth: Dedicated support for professional qualifications and clear internal progression routes. Environment: Join a supportive, 450-strong team that values collaboration and employee well-being. Stability: Work for a well-established group with over 30 years of industry expertise. Benefits - Wide range of staff benefits form day one Your Role As a vital part of our Secretarial Department, you will handle a variety of administrative and compliance-based tasks to support our clients. Your day-to-day will include: Compliance Administration: Preparing and issuing formal meeting notices and filing annual statements with Companies House. Data Management: Maintain accurate digital records, update director appointments/resignations, and manage internal databases. Client On boarding: Issuing welcome packs and correspondence to new stakeholders and property owners. Documentation: Scan, save, and organise financial accounts and legal documents. Enquiry Handling: Managing incoming mail and performing administrative searches via the Land Registry. About You We are looking for a "can-do" professional who enjoys a fast-paced environment. To be successful, you should have: Strong Literacy & Numeracy: GCSE Grades A-C (or equivalent) in English and Maths. Tech Savvy: Confident using IT systems and learning new software quickly. Organisational Skills: The ability to prioritise your own workload and meet deadlines under pressure. Communication: A diplomatic approach with the ability to take clear instructions and work effectively within a team For further detail on this new and exciting opening, please apply today Randstad CPE values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
Jun 15, 2026
Full time
Administrator Company Secretarial Administrator Location: Cambridge (Agile 2-3 days Home Working Available). Salary: 26646 - 27000 per annum + Excellent Benefits. Work Pattern: Monday - Friday, 9:00am to 5:30pm The Opportunity Are you a detail-oriented administrator looking to build a career with a national leader? We are an award-winning property services group, officially certified as one of the "Great Places to Work UK." We are looking for a proactive Administrator to join the team as a Company Secretarial Administrator in Cambridge. This is a fantastic entry point into the world of corporate governance and property law. Whether you have experience in the sector or are a skilled administrator looking for a new challenge, we offer a structured development path and regular salary reviews to ensure your hard work is rewarded. The Benefits Agile Working: Enjoy a blend of office and home working following your initial training period. Career Growth: Dedicated support for professional qualifications and clear internal progression routes. Environment: Join a supportive, 450-strong team that values collaboration and employee well-being. Stability: Work for a well-established group with over 30 years of industry expertise. Benefits - Wide range of staff benefits form day one Your Role As a vital part of our Secretarial Department, you will handle a variety of administrative and compliance-based tasks to support our clients. Your day-to-day will include: Compliance Administration: Preparing and issuing formal meeting notices and filing annual statements with Companies House. Data Management: Maintain accurate digital records, update director appointments/resignations, and manage internal databases. Client On boarding: Issuing welcome packs and correspondence to new stakeholders and property owners. Documentation: Scan, save, and organise financial accounts and legal documents. Enquiry Handling: Managing incoming mail and performing administrative searches via the Land Registry. About You We are looking for a "can-do" professional who enjoys a fast-paced environment. To be successful, you should have: Strong Literacy & Numeracy: GCSE Grades A-C (or equivalent) in English and Maths. Tech Savvy: Confident using IT systems and learning new software quickly. Organisational Skills: The ability to prioritise your own workload and meet deadlines under pressure. Communication: A diplomatic approach with the ability to take clear instructions and work effectively within a team For further detail on this new and exciting opening, please apply today Randstad CPE values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
Estate Agent Branch Manager Are you a Branch Manager wanting more or are you a high performing Assistant Branch Manager, Sales Manager or strong Lister wanting to progress with your career? Are you a DYNAMIC and INSPIRATIONAL leader of people? On target earnings on offer of £65,000. Also being offered is an impressive basic salary of £30,000. In addition you will have the option of a company car or a £4,000 car allowance. Every other Saturday working. Estate Agent Branch Manager This is a role for an enthusiastic, skilled and charismatic Estate Agent seeking a responsible and well paid role with a dynamic and growing business, where success, commitment and hard work is both recognised and rewarded - an excellent salary package awaits you if you match the description. Estate Agent Branch Manager From winning new business to motivating and getting the best out of your team, you will be expected to lead by example and must be professional in your approach to every aspect of the process of selling homes. Estate Agent Branch Manager A minimum of 5 years experience in the Estate Agency industry is required and must include practical experience in valuations and instruction gaining. This is a great role to develop your management skills and help you move upwards on the career ladder. Estate Agent Branch Manager Basic salary £30,000 plus £4,000 car allowance or company car with on target earnings of £65,000. Every other Saturday working. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Jun 15, 2026
Full time
Estate Agent Branch Manager Are you a Branch Manager wanting more or are you a high performing Assistant Branch Manager, Sales Manager or strong Lister wanting to progress with your career? Are you a DYNAMIC and INSPIRATIONAL leader of people? On target earnings on offer of £65,000. Also being offered is an impressive basic salary of £30,000. In addition you will have the option of a company car or a £4,000 car allowance. Every other Saturday working. Estate Agent Branch Manager This is a role for an enthusiastic, skilled and charismatic Estate Agent seeking a responsible and well paid role with a dynamic and growing business, where success, commitment and hard work is both recognised and rewarded - an excellent salary package awaits you if you match the description. Estate Agent Branch Manager From winning new business to motivating and getting the best out of your team, you will be expected to lead by example and must be professional in your approach to every aspect of the process of selling homes. Estate Agent Branch Manager A minimum of 5 years experience in the Estate Agency industry is required and must include practical experience in valuations and instruction gaining. This is a great role to develop your management skills and help you move upwards on the career ladder. Estate Agent Branch Manager Basic salary £30,000 plus £4,000 car allowance or company car with on target earnings of £65,000. Every other Saturday working. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £29,000 Basic Salary, £2,500 Car Allowance £60,000 - £65,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 15, 2026
Full time
Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £29,000 Basic Salary, £2,500 Car Allowance £60,000 - £65,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
PA/Administration Support - Wealth Planning Location: North Bristol, Hybrid Working after probation Salary: £28,000 to £38,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. Do you currently work in Professional services or areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position. About the Company This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced administration support. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Key responsibilities will include: Diary and meeting management Inbox management and correspondence Coordinating client appointments and follow-up actions Managing adviser workflows and task allocation Liaising with clients and professional connections Working with outsourced administrators and paraplanners Ensuring client reviews and ongoing service activities run smoothly Supporting the adviser with projects and business growth initiatives Long-Term Career Development As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. What We're Looking For You'll likely have: Excellent organisational skills Strong attention to detail Experience managing diaries, inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £38,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within professional services or financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
Jun 15, 2026
Full time
PA/Administration Support - Wealth Planning Location: North Bristol, Hybrid Working after probation Salary: £28,000 to £38,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. Do you currently work in Professional services or areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position. About the Company This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced administration support. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Key responsibilities will include: Diary and meeting management Inbox management and correspondence Coordinating client appointments and follow-up actions Managing adviser workflows and task allocation Liaising with clients and professional connections Working with outsourced administrators and paraplanners Ensuring client reviews and ongoing service activities run smoothly Supporting the adviser with projects and business growth initiatives Long-Term Career Development As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. What We're Looking For You'll likely have: Excellent organisational skills Strong attention to detail Experience managing diaries, inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £38,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within professional services or financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd love to hear from you.
Jun 15, 2026
Full time
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd love to hear from you.
About the role As our Care Home Manager, you will oversee the daily operations of the home. As a regulated business, we expect the candidate to be registered with the Care Quality Commission (CQC) and be familiar with all the relevant legislation and regulations. You will be responsible for ensuring that the home provides high-quality care and support to our residents, whilst meeting financial targets and maintaining full occupancy. You will be supported externally by dedicated Operations and Central teams, and within the home you will have the support of a Deputy Manager and Administrator, as well as Hospitality and Housekeeping teams. These teams will collaborate with you to ensure smooth operations and exceptional care for our residents. Reports to: Operations Manager Key duties and responsibilities • Provide leadership and direction to the home s staff team, promoting a culture of kindness, compassion, and empathy. • Ensure the home meets all regulatory requirements, including those set by the CQC, and maintain excellent standards of care and support. • Manage the home s budget, ensuring financial targets are met and costs are effectively managed. • Develop and implement a strategic marketing plan to maintain full occupancy and promote the home s services to potential residents, families, and stakeholders. • Build and maintain positive relationships with residents, families, and all stakeholders, responding effectively to their needs and concerns. Skills and attributes Previous experience managing a nursing / residential home. A strong working knowledge of CQC standards with a proven record of working towards achieving Outstanding ratings. Excellent communication skills and the ability to maintain effective working relationships with internal and external professionals, families, and visitors. A proven track record of marketing and business skills within the private care sector, running a commercially successful care home. Enthusiasm and passion for developing high levels of person-centred care. Ability to actively participate in the growth and development of the care service. Education and qualification Preferably NMC registered nurse with relevant post-registration experience (desirable but not essential). What will you gain? You will have the satisfaction of working with and being supported by an enthusiastic and caring team that puts people at the heart of the business. We know the happiness of our staff improves the service we give our residents. You will have plenty of opportunities to learn and develop your skills, and we have the procedures and processes in place to help you at every step.
Jun 15, 2026
Full time
About the role As our Care Home Manager, you will oversee the daily operations of the home. As a regulated business, we expect the candidate to be registered with the Care Quality Commission (CQC) and be familiar with all the relevant legislation and regulations. You will be responsible for ensuring that the home provides high-quality care and support to our residents, whilst meeting financial targets and maintaining full occupancy. You will be supported externally by dedicated Operations and Central teams, and within the home you will have the support of a Deputy Manager and Administrator, as well as Hospitality and Housekeeping teams. These teams will collaborate with you to ensure smooth operations and exceptional care for our residents. Reports to: Operations Manager Key duties and responsibilities • Provide leadership and direction to the home s staff team, promoting a culture of kindness, compassion, and empathy. • Ensure the home meets all regulatory requirements, including those set by the CQC, and maintain excellent standards of care and support. • Manage the home s budget, ensuring financial targets are met and costs are effectively managed. • Develop and implement a strategic marketing plan to maintain full occupancy and promote the home s services to potential residents, families, and stakeholders. • Build and maintain positive relationships with residents, families, and all stakeholders, responding effectively to their needs and concerns. Skills and attributes Previous experience managing a nursing / residential home. A strong working knowledge of CQC standards with a proven record of working towards achieving Outstanding ratings. Excellent communication skills and the ability to maintain effective working relationships with internal and external professionals, families, and visitors. A proven track record of marketing and business skills within the private care sector, running a commercially successful care home. Enthusiasm and passion for developing high levels of person-centred care. Ability to actively participate in the growth and development of the care service. Education and qualification Preferably NMC registered nurse with relevant post-registration experience (desirable but not essential). What will you gain? You will have the satisfaction of working with and being supported by an enthusiastic and caring team that puts people at the heart of the business. We know the happiness of our staff improves the service we give our residents. You will have plenty of opportunities to learn and develop your skills, and we have the procedures and processes in place to help you at every step.
Capio Recruitment Financial Planning
Newcastle Upon Tyne, Tyne And Wear
Financial Services Administrator Newcastle Upon Tyne £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Jun 15, 2026
Full time
Financial Services Administrator Newcastle Upon Tyne £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 15, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 15, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 15, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £60,000 - £65,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 15, 2026
Full time
Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £60,000 - £65,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Commercial Manager Role Purpose Provide pre- and post-contract commercial support across designated projects, ensuring delivery within agreed cost and time targets. Act as the key commercial interface between Project Managers, Work Package Managers, stakeholders, suppliers, and subcontractors. Key Responsibilities Manage commercial aspects of assigned work packages (e.g. design, installation, testing & commissioning, materials, telecoms, power, civil engineering, and professional services). Control and manage project changes and variations. Support Project Managers and Engineering teams on contractual and commercial matters. Monitor costs, budgets, forecasts, and financial performance. Identify, manage, and mitigate commercial risks. Contribute to internal and external commercial reporting. Ensure compliance with company processes, governance, and document control requirements. Maintain effective relationships with finance, project teams, suppliers, subcontractors, and clients. Keep accurate and auditable commercial records. Requirements Experience as a Quantity Surveyor, Contracts Administrator, or similar commercial role within a contractor-led project environment. Background in rail, engineering, construction, defence, IT, or related industries. Degree qualified (or equivalent) and ideally working towards or holding a professional qualification (e.g. RICS). Strong commercial and contractual management experience. Ability to manage direct labour and subcontractor costs. Experience assessing changes, variations, cost forecasting, and earned value/progress measurement. Strong negotiation, financial, and commercial skills. Self-motivated with the ability to work independently and under pressure. Excellent stakeholder management and communication skills.
Jun 15, 2026
Contractor
Commercial Manager Role Purpose Provide pre- and post-contract commercial support across designated projects, ensuring delivery within agreed cost and time targets. Act as the key commercial interface between Project Managers, Work Package Managers, stakeholders, suppliers, and subcontractors. Key Responsibilities Manage commercial aspects of assigned work packages (e.g. design, installation, testing & commissioning, materials, telecoms, power, civil engineering, and professional services). Control and manage project changes and variations. Support Project Managers and Engineering teams on contractual and commercial matters. Monitor costs, budgets, forecasts, and financial performance. Identify, manage, and mitigate commercial risks. Contribute to internal and external commercial reporting. Ensure compliance with company processes, governance, and document control requirements. Maintain effective relationships with finance, project teams, suppliers, subcontractors, and clients. Keep accurate and auditable commercial records. Requirements Experience as a Quantity Surveyor, Contracts Administrator, or similar commercial role within a contractor-led project environment. Background in rail, engineering, construction, defence, IT, or related industries. Degree qualified (or equivalent) and ideally working towards or holding a professional qualification (e.g. RICS). Strong commercial and contractual management experience. Ability to manage direct labour and subcontractor costs. Experience assessing changes, variations, cost forecasting, and earned value/progress measurement. Strong negotiation, financial, and commercial skills. Self-motivated with the ability to work independently and under pressure. Excellent stakeholder management and communication skills.
IFA Administrator Location: Birmingham (Hybrid) Salary: £28,000 - £32,000 (dependent on experience) About the Firm We are working with a well-respected and growing IFA firm that prides itself on delivering a first-class, client-focused service. Their team is friendly, professional, and passionate about providing tailored advice and exceptional support to our clients. They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care. The Role You'll play a key role in supporting advisers and the wider team across all aspects of client servicing and administration. Including new business submissions, processing withdrawals and fund switches, supporting with reporting, liaising with providers, clients and advisors on a regular basis and managing client relationships as well as data input to a high level of attention to detail. What You'll Bring Experience in financial services administration. Strong attention to detail and organisational skills. Excellent communication skills and a professional telephone manner. A proactive, positive, and team-oriented approach. Experience across a variety of platforms and CRM systems What's in It for You Flexible working Generous annual leave Professional development opportunities Auto enrolment pension Death in Service If this opportunity of growth and development piques your interest, please contact Adele at Capio Recruitment for a conversation in confidence.
Jun 15, 2026
Full time
IFA Administrator Location: Birmingham (Hybrid) Salary: £28,000 - £32,000 (dependent on experience) About the Firm We are working with a well-respected and growing IFA firm that prides itself on delivering a first-class, client-focused service. Their team is friendly, professional, and passionate about providing tailored advice and exceptional support to our clients. They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care. The Role You'll play a key role in supporting advisers and the wider team across all aspects of client servicing and administration. Including new business submissions, processing withdrawals and fund switches, supporting with reporting, liaising with providers, clients and advisors on a regular basis and managing client relationships as well as data input to a high level of attention to detail. What You'll Bring Experience in financial services administration. Strong attention to detail and organisational skills. Excellent communication skills and a professional telephone manner. A proactive, positive, and team-oriented approach. Experience across a variety of platforms and CRM systems What's in It for You Flexible working Generous annual leave Professional development opportunities Auto enrolment pension Death in Service If this opportunity of growth and development piques your interest, please contact Adele at Capio Recruitment for a conversation in confidence.
Grove Talent Solutions
Kettering, Northamptonshire
Role: Financial Planning Administrator Location: Kettering Salary: £ Negotiable The Opportunity A well-established, modern, independent financial planning firm is seeking a professional and proactive IFA Administrator to join its growing Kettering-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. Role Overview The successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning. Key Responsibilities Processing new business applications and maintaining accurate client records. Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Managing client communications and scheduling appointments. Supporting the team with compliance and regulatory requirements. Assisting with annual reviews and updating client files accordingly. Candidate Skills Previous experience in a similar IFA, wealth management or financial services administration role. Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Fantastic holiday allowance of up to 30 days Annual Holiday + Bank Holidays. (Salary Purchase) Private Medical Insurance Strong Pension Scheme CII Exams & Membership funding Opportunity for progression towards paraplanning / advising in the future.
Jun 15, 2026
Full time
Role: Financial Planning Administrator Location: Kettering Salary: £ Negotiable The Opportunity A well-established, modern, independent financial planning firm is seeking a professional and proactive IFA Administrator to join its growing Kettering-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. Role Overview The successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning. Key Responsibilities Processing new business applications and maintaining accurate client records. Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Managing client communications and scheduling appointments. Supporting the team with compliance and regulatory requirements. Assisting with annual reviews and updating client files accordingly. Candidate Skills Previous experience in a similar IFA, wealth management or financial services administration role. Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Fantastic holiday allowance of up to 30 days Annual Holiday + Bank Holidays. (Salary Purchase) Private Medical Insurance Strong Pension Scheme CII Exams & Membership funding Opportunity for progression towards paraplanning / advising in the future.
