396 jobs found

Are you an experienced Case Manager in search of a new opportunity? Our client is seeking a skilled professional to become part of their Case Management team in Bootle. This compelling position entails overseeing post-completion, ensuring compliance with loan agreements, and cultivating robust client relationships. This Case Manager role offers a competitive salary of £30,000 - £35,000 per year. You'll be part of a dynamic environment where your expertise in loan management and client relations will shine. Plus, enjoy benefits like annual bonuses and salary reviews every April. Our client is a forward-thinking organisation that excels in portfolio management services. They focus on efficient loan management and prioritise strong communication and relationship-building with their clients. As a Case Manager, your responsibilities will include: Administering new and existing loans, setting up cases, and sending introductory correspondence. Organising electronic files and ensuring all legal documents and correspondence are correctly filed. Proactively monitoring loans, identifying risks, and taking necessary actions to ensure loan performance and redemption. Maintaining and updating electronic case records and data. Instructing and reviewing asset manager appointments and reports to identify risks. Conducting mid-term searches for all loans. Monitoring loan waypoints, key events, and conditions. Communicating with clients to gather information and resolve issues. Monitoring interest payments and ensuring timely collection. Liaising with solicitors for loan repayment and redemption statement preparation. Identifying loans at risk of exceeding their term and alerting the Head of Portfolio Management. Package and Benefits: The Case Manager role offers: Annual salary of £30,000 - £35,000, plus an annual bonus scheme. Salary reviews every April. 25 days holiday, increasing with length of service, plus your birthday off. Life insurance and onsite parking. Loyalty schemes and a cash-care health plan. Buy and sell holidays option. Regular social events. The ideal Case Manager will have: Experience in loan administration and portfolio management. Strong organisational skills and attention to detail. Excellent communication skills for client interaction. Ability to identify risks and take proactive measures. Experience in maintaining electronic records and data management. Ability to work independently and as part of a team. If you have experience or interest in roles such as Loan Administrator, Portfolio Analyst, Loan Officer, or Financial Case Manager, this Mortgage Administrator position could be the perfect fit for you. If you're ready to take on the challenge of managing a diverse portfolio and ensuring client satisfaction, this Mortgage Administrator role could be your next career move. Apply now and become a key player in our client's successful team. JL_FIN

Junior IFA Admin 32,000 - 35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, Hampshire Are you a Junior IFA Administrator or similar looking for a role within a friendly, relaxed business that values a great working environment, 33 Days Holiday, Paid-for trips and a stable, 9am-5pm schedule? On offer if the opportunity to join a respected Financial Services firm who are looking to grow. You'll be joining a tight knit branch that has been established for over 20 years. In this role you will be assisting Advisors and Paraplanners with their general admin. This will involve; data entry, chasing suppliers, submitting application and other ad-hoc duties. Every other year, the owners organising a 3-4 day trip to Europe, previous locations having been Madeira, Budapest, Dubrovnik, Budapest and Krakow. This role would suit an IFA Admin looking to join a more relaxed and less corporate environment that offers a friendly atmosphere, 33 days holiday, an annual bonus and 9am-5pm hours. The Role: Supporting Paraplanners and Financial Advisors with general administrative tasks Data Entry, chasing suppliers and submitting applications Progression and training opportunities to become a Paraplanner 9:00 - 17:00 Monday to Friday The Person: Junior IFA Admin or similar Looking for a less corporate atmosphere Job Reference: BBBH 23580a If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Biller - Professional Services Your new company A leading international organisation is seeking a detail-oriented Billing Administrator to join its finance team in a fast-paced, collaborative environment. This is a fantastic opportunity to work within a global business supporting critical billing and financial operations. Your new role You will manage the end-to-end billing process, including invoice preparation, adjustments, and reporting. You'll coordinate with internal and external stakeholders to resolve billing queries, maintain customer and contract data, support month-end processes, and ensure accuracy and compliance (including VAT standards). You'll also assist with system testing and ad hoc finance tasks. What you'll need to succeed Native/business-level Japanese and fluent English (Desired not essential) Previous billing or finance experience Strong Excel and MS Office skills Excellent attention to detail and organisational skills Ability to multitask, meet deadlines, and work independently Strong communication and teamwork skills Proactive, reliable, and highly self-motivated What you'll get in return Opportunity to work in a global, professional environment Career development within finance and billing Supportive team culture Competitive salary and benefits package What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Senior SIPP Administrator Award-Winning Pension Provider Hybrid Working Are you an experienced SIPP or pensions professional looking for a role where your expertise is genuinely valued? We're working with a highly respected, award-winning pension provider that continues to grow year after year through innovation, outstanding service and market-leading pension solutions. Due to continued expansion, they are looking to strengthen their established SIPP Administration team with several new hires. This is an excellent opportunity to join a business with an outstanding reputation in the pensions industry, offering long-term career development, hybrid working, a supportive culture and exposure to a varied and technically interesting caseload. Why consider this opportunity? Join a recognised and award-winning pension provider Hybrid home and office working available Excellent salary and comprehensive benefits package Strong focus on employee well being and development Genuine opportunities for career progression across the wider business High staff retention and a collaborative team environment Work with experienced professionals across pensions, operations and financial services Exposure to complex pension cases, retirement planning and investment administration The Role As a SIPP Administrator, you'll play a key role in supporting both clients and regulated financial advisers, ensuring all pension administration is completed accurately, efficiently and in line with regulatory requirements. This position offers a broad range of responsibilities across the full lifecycle of a SIPP, making it ideal for candidates seeking variety, technical exposure and the opportunity to further develop their pension expertise. Key duties will include: Processing SIPP transfer-in and transfer-out requests Managing new business applications through to completion Administering pension drawdown and retirement income payments Processing PCLS and ad-hoc benefit payments Calculating member benefits, including drawdown, bereavement and divorce-related cases Processing investment applications and withdrawals Using HMRC online services and payroll systems to administer member benefits Liaising with financial advisers, clients, solicitors and third-party providers Supporting the administration of SIPPs and SSAS arrangements, including property-based schemes where applicable Maintaining high service standards and meeting agreed service levels Contributing to risk management and regulatory compliance processes Assisting with complaint resolution where required About You We're keen to speak with individuals who have previous pensions administration experience, particularly within SIPP administration. You'll ideally possess: Strong knowledge of SIPP and pension regulations Previous experience administering pension transfers, drawdown and retirement benefits Excellent attention to detail and organisational skills Strong communication and relationship-building abilities Good understanding of investment transactions and pension products Confidence working with financial advisers, clients and external stakeholders Proficiency in Microsoft Office, particularly Excel A positive, proactive and customer-focused approach The Opportunity This is a fantastic chance to join a growing organisation at an exciting stage of its development. Whether you're looking to further your career within pensions administration, broaden your technical knowledge, or join a business with a genuine focus on employee development and work-life balance, this opportunity offers all of that and more. For a confidential discussion and immediate consideration, please contact Recruit Wealth today

Job title: Accounts Administrator (Payroll) Job Type: Permanent Start date: Subject to clearance Salary: 25,000- 28,000 pa + Benefits Location: Swindon Hours of work: 37.5 Hours Per Week - Fully Site Based The Role: To provide clerical support to the Finance function, input and verification of source documents onto the ledgers in line with company procedures and UK Generally Accepted Accounting Practise. Main Responsibilities will include but not be limited to: Receive invoices into email, capture on invoice register and distribute to persons to action. Input supplier invoices onto SAP system. Monitor integrity of Office Managers GRN inputs, raise and address queries as appropriate. Pro-actively assist site personnel with SAP input queries. Input non purchase order nominal invoices ensuring accurate coding. Deal with first line supplier queries and resolve or escalate as appropriate. Scan invoices onto SAP system and ensure they are correctly matched to the posting entry. Perform statement reconciliations to verify supplier balances. Accurately code and input the Barclaycard Statement. Input expense claim forms to SAP system ensuring accuracy and coding. Process SAP payment runs as requested. Ability to provide cover for colleagues with duties including but not limited to: Subcontract payments. Experience/Qualifications: Accounts Payable / Purchase Ledger experience. Processing supplier invoices and matching PO/GRN documentation. Using SAP or a similar finance/ERP system. Supplier statement reconciliations and query resolution. Invoice coding, expenses, and payment processing. Good attention to detail and accuracy in financial data entry. Desirable: SAP experience. Subcontractor payment processing. Basic accounting and VAT knowledge. Please note: All candidates MUST be eligible to work in the UK. Interested in this position? please click "apply now" We try to respond to all applicants, but sometimes this is not possible due to high volumes of applications; if you have not heard from us within 14 days, regrettably it means you have been unsuccessful on this occasion. Company information: This is a Volunteer vacancy is being advertised by Rullion Ltd Since 1978, Rullion has been securing exceptional candidates for a range of clients; from large well-known brands, to SMEs and start-ups. As a family-owned business, Rullion's approach is credible and honest, focused on building long-lasting relationships with both clients and candidates. Rullion is a forward-thinking recruitment company that specialises in providing a wide range of talent consultancy services to a diverse client base; from small start-ups to large household names. We celebrate and support diversity and are committed to ensuring equal opportunities for both employees and applicants. Rullion celebrates and supports diversity and is committed to ensuring equal opportunities for both employees and applicants.

Sheffield City Centre This role provides front-of-house, reception, and student support. You will answer queries by telephone, email, letter, and in person, or direct them to the management team. You will handle enquiries from students, parents, universities, and stakeholders, ensure timely responsiveness, resolve issues or refer to management, distribute post, manage the parcel pick-up system, and prepare written correspondence. You will receive student payments and assist in financial control tasks including credit control, staff expense reconciliation, daily cash and card banking reconciliation, petty cash reconciliation, updating the booking system, and invoice reconciliation and payment requests. You will order supplies, prepare arrival packs, publish and distribute scheme signage, check returned licence acceptances, perform room viewings, support the Assistant Manager with administrative tasks, work with marketing, and organise on-site social events while monitoring and updating social media. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

One of the UK's leading specialist providers of pensions, employee benefits and payments expertise is currently looking for a senior pensions administrator to work within the pension's administration team servicing both member and client queries in relation to several Defined Benefit (DB) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries (oral and written). Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

One of the UK's leading specialist providers of pensions, employee benefits and payments expertise is currently looking for a pensions administrator to work within the pension's administration team servicing both member and client queries in relation to several Defined Benefit (DB) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries (oral and written). Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

This client provides the full range of actuarial and consultancy services. They require a pension's administrator to work within the pension's administration team servicing both member and client queries in relation to both Defined Benefit (DB) and Defined Contribution (DC) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries. Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

This partnership of consulting actuaries and administrators' is looking for a Senior Pensions Administrator to join their recently expanding team. The purpose of the role is to provide a full pension administration service to clients and customers in an accurate, efficient and timely manner. Ideally they are looking for candidates who have previous experience of administering of Final Salary (DB) Occupational Pension schemes. To be successful for this role you will need to provide full administrative support for a number of different pension schemes. You will be involved in all aspects of administration including calculating and processing members' benefits, answering pension queries, liaising with client contacts, checking the work of colleagues within the team when required and providing support for the administration manager. This opportunity will provide you with the ability to learn within a highly skilled team and they offer full training on the pensions schemes that they administer plus excellent career development opportunities. In some circumstances, they are also able to offer flexible working hours. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

Job Title: Finance Administrator Location: London (5 days a week, in-office) Industry: MEP Consultancy, Building Services Sector About Us: My client is a leading MEP consultancy delivering high-quality building services solutions across a range of projects. They pride themselves on their collaborative approach, technical expertise, and commitment to excellence. Role Overview: They are seeking a proactive and detail-oriented Finance Administrator to join their London office. The successful candidate will manage key financial processes including bookkeeping, payroll, reporting, and invoice management, supporting the smooth financial operation of our SME. Key Responsibilities: Manage day-to-day finance operations using QuickBooks and Excel Process invoices, purchase orders, and supplier payments accurately and on time Assist with payroll administration ensuring compliance with statutory requirements Prepare financial reports and management accounts for senior leadership Support budgeting and forecasting activities Maintain accurate financial records and assist with audits as required Collaborate with colleagues across departments to ensure efficient financial processes Assist in ad hoc finance projects and process improvements Requirements: Proven experience in finance or accounting within an SME environment ideally in construction Proficiency in QuickBooks and Excel (advanced functions desirable) Experience with payroll, invoicing, and financial reporting Strong attention to detail and organisational skills Excellent communication skills and ability to work independently and collaboratively Chartered status or working towards chartership is desirable but not essential Benefits: Competitive salary Full-time, office-based role (Monday-Friday) Opportunity to work in a respected MEP consultancy within the building services sector Supportive and collaborative team environment Professional development opportunities Additional Information: This position does not offer visa sponsorship ; candidates must have the right to work in the UK If you would like to apply for this position, then please forward your CV to (url removed) Eden Brown is acting as an Employment Agency in relation to this vacancy.

Job Title: Customer Service Advisor Location: Halesowen (B62) Salary: 26,938 - 28,609 + up to 2000 Performance related bonus Job Type: Permanent, Full Time Working Hours: 37.5 hours per week, Monday to Friday between 08:30am to 18:30pm on a 5-week rotational shift pattern. 1 in 3 Saturdays 09:00am - 17:30pm. Early Shift: 8:30am - 17:00pm Mid Shift: 9:00am - 17:30pm Late Shift: 10:00am - 18:30pm About the Role: As a Customer Service Advisor, you will provide a professional first point of contact for customers, colleagues and external business partners in order to ensure the delivery of an exceptional customer experience. What you will be doing: Serve our customers regardless of the channel they use, e.g. web, telephone, email, etc. Use My Policy systems to enter customer data to a high standard of accuracy Validate and process new customer accounts assisting customers with any account related enquiries Maintain a strong and up to date working knowledge of all processes relating to relevant products and services To work collaboratively with your peer group and other colleagues sharing best practice When appropriate, seeks opportunities to add value to the customer and build customer loyalty through the promotion of My Policy products and services Provide administrative support to ensure activities related to customer's accounts are carried out in a timely manner and records are maintained Establish and communicate high standards of customer service in line with the company's values and culture Establish and communicate high standards of customer service in line with the company's values and culture Identify and escalate to your line manager any key customer impacting issues to achieve greater business wide success Maintain effective working practices in a team environment, ensuring that compliance and service delivery standards are in line with quality and compliance framework and regulatory requirements Contribute to an open and honest culture within teams through collaborative and supportive working Support a culture of continuous improvement for Customer experience, and operating systems Liaise with relevant stakeholders across the business to instigate and influence positive change What we're looking for: Strong Communicator Effective decision maker in a fast-paced environment Individuals who have a passion and commitment to providing quality Customer Service Team Player Able to prioritise workloads to meet challenging deadlines and ability to multi-task and self-organise. Pro-active and well organised Adaptable Computer literate and proficient in MS Office suite Accuracy and attention to detail A desire to develop own skill sets A Few Things to Know Before You Apply Checks & Clearances - All roles at Acorn are subject to DBS and financial checks. Any offer we make will be conditional until these are completed to a satisfactory standard. Visa Requirements - Because our training is quite comprehensive, we can only consider applicants who have at least one year remaining on their Graduate or Post-Study Work visa. At the moment, we're not able to offer visa sponsorship. Please click the APPLY button to submit your CV for this role. Candidates with experience or relevant job titles of; Customer Services Administrator, Customer Service Representative, Customer Support, Client Service, Sales Support, Customer Service Consultant, Customer Service Administrator, Business Support, Office Administrator and Administrative will all be considered.

This actuarial consultancy has over 1,500 employees operating from more than 80 global locations are currently looking for an experienced Pensions administrator. You will be providing support to Defined Contribution & Defined Benefit Occupational Pensions Schemes. Responsibilities will include servicing a varied portfolio of corporate clients. The successful candidate will need to have strong technical knowledge of Occupational Pension schemes. APMI or good progress towards completion is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

This client provides the full range of actuarial and consultancy services. They require a pension's administrator to work within the pension's administration team servicing Defined Benefit (DB) pension schemes. You will be required to process a wide range of routine and non-routine documentation within defined procedures as well as resolving customer enquiries. Key tasks would include drafting of non-standard correspondence in response to customer enquiries, inputting customer details, collating and analysing data. To be considered for this role you must have recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and have made significant progress through pensions' industry qualifications such as QPA or APE would be beneficial. If you are looking to make a difference within the pensions sector then this opportunity is definitely worth investigating further. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

TITLE: Financial Services Administrator LOCATION: Exeter SALARY: 27,000 - 33,000 per annum DOE BENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunities HOURS: Monday to Friday 9.00am - 5.00pm THE COMPANY: Our client, a well-established and growing financial services organisation, is looking to appoint a motivated Financial Services Administrator to join their friendly and professional operations team. This is a fast-paced, client-focused environment where you will play a key role in supporting advisers and ensuring a high-quality client experience. You will be part of a collaborative team with excellent opportunities for development and progression. DUTIES INCLUDE: Client Servicing: Managing ongoing client servicing tasks, review cycles, and follow-up activities for an allocated client segment. Adviser Support: Supporting Financial Advisers with meeting preparation, case management, and client communications. Client Communication: Responding to client queries via email and telephone in a timely and professional manner. Record Management: Maintaining accurate and up-to-date client records within CRM systems (Salesforce). Onboarding Support: Assisting with new client onboarding and ongoing servicing processes. Compliance: Ensuring all activities meet regulatory and internal compliance standards. Administration: Providing general administrative support to ensure smooth day-to-day operations. Key Skills & Qualifications Technical Skills: Experience using CRM systems (Salesforce desirable) and strong Microsoft 365 skills. Soft Skills: Excellent organisation, communication, and time management skills. Attention to Detail: High level of accuracy and consistency in all work. Experience: Previous experience within financial services is essential. Working Style: Ability to manage a busy workload, prioritise effectively, and remain calm under pressure. How to Apply: If you're excited about this opportunity and believe you'd be a great fit, we want to hear from you! Please apply online, send your CV to (url removed) Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

FRENCH SELECTION (FS) Spanish Speaking Administrator Graduates or career starters also welcome to apply Location: London Hybrid work following a 6 month training period Salary: up to £28,000 per annum plus benefits and discretionary bonus Ref: 4320SG To apply using our preferred format, please visit French Selection website, go to the vacancies page, search job reference: 4320SG The company: An international trading company who work with global suppliers and manufactures specialising within the metals industry. Main duties: An exciting opportunity for a motivated early-career candidate to gain practical experience in accounts, logistics , administration and international trade operations The role: - Support the day-to-day running of accounts, administration, shipping and operational activities across the business - Input and maintain accurate financial, trading and invoicing data within spreadsheets and internal systems -Assist with bookkeeping tasks, reconciliations, supplier payments and general finance administration - Coordinate shipping and logistics documentation while monitoring delivery schedules and deadlines -Provide general administrative support to senior management and assist with ad hoc business tasks as required -Gain hands-on exposure to all areas of a growing international trading business, with opportunities for learning and career development The candidate: - Fluent in Spanish (written and spoken) essential - Ideal for recent graduate, A-level school leaver or someone looking to start a career in administration - Excellent communication skills - Confident and ambitious with the willingness to learn - Strong IT skills and numeracy skills The salary: up to £28,000 per annum plus benefits and discretionary bonus French Selection, leading UK-based consultancy specialising in the recruitment of bilingual and multilingual professionals for international business (industries and services). We are the leading recruitment consultancy for German, French, Italian and Spanish speaking positions. Also recruiting for positions with other languages such as Dutch, Polish, Portuguese, Scandinavian languages, Mandarin, Japanese and Arabic.

An established and growing financial planning practice is seeking a highly organised and detail-oriented IFA Administrator to support advisers and deliver an excellent client experience.This is an excellent opportunity for an experienced administrator looking to develop their career within financial services. The successful candidate will play a key role in supporting the client journey, processing new business, maintaining accurate records, and ensuring compliance requirements are met. Key Responsibilities Client and Adviser Support Prepare and pre-complete application forms. Produce cost and charges disclosure documents. Obtain illustrations and supporting provider documentation. Prepare factsheets, Key Information Documents (KIDs/KIIDs), and other pre-advice paperwork for client meetings and recommendations. Provide administrative support to advisers throughout the client advice process. New Business Processing Submit new business applications and investment transactions via various investment platforms and life companies within required deadlines. Maintain accurate records to support valuation reconciliation and business processing. Track and monitor applications through to completion. Client Onboarding Set up and maintain client records within the firm's back-office system. Prepare onboarding documentation and application forms. Ensure all compliance and anti-money laundering requirements have been satisfied and accurately recorded. Manage workflow processes to ensure smooth onboarding and service delivery. Compliance and Record Management Ensure client files are complete, compliant, and accurately maintained. Obtain policy information from providers through Letters of Authority and update client records accordingly. Ensure all relevant documentation, agreements, reports, and supporting evidence are recorded and stored appropriately. Maintain diary management systems and ensure actions are completed within required timescales. Support advisers and the wider team in meeting regulatory and internal compliance standards. General Administration Filing, scanning, photocopying, and document management. Managing incoming and outgoing post. Providing general office administration support as required. About You Essential Previous experience in an administrative role within financial services, wealth management, financial planning, pensions, investments, or a related sector. Excellent organisational skills and strong attention to detail. Ability to manage multiple priorities and meet deadlines. Strong written and verbal communication skills. Proficiency in Microsoft Office applications. Desirable Relevant industry experience. Experience using financial services back-office systems. Knowledge of investment, pension, and protection products. Understanding of compliance and anti-money laundering requirements within financial services. What's on Offer? Competitive salary dependent on experience and capability. Employer pension contribution. Death in Service benefit (4x salary). 24 days annual leave plus bank holidays. Discretionary bonus scheme. Professional qualifications support, including exam funding and training. Opportunity to develop a long-term career within a supportive and professional environment. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

An exciting opportunity has arisen for an experienced Operations Manager to join a growing, regulated financial services business in North London. This is a pivotal role and you will work closely with the advisers, regional directors, the training teams, and other leaders to enhance the client experience, streamline service delivery to advisers and clients, and improve the speed and accuracy of administrative support and advice. The Opportunity Operating in a fast paced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering high quality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will help maintain the highest standards in client service while ensuring seamless operational support. Key Responsibilities Support other team leaders and advisers by ensuring seamless workflow management and resource allocation. Work to provide clients with the highest level of service, by supporting advisers so that they have more time with their clients. Oversee the performance of the Paraplanning & Planning Support teams, ensuring operational excellence. Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards. Proactively provide regular updates to the directors on team performance and capacity. Ensure full accountability for team structure, service delivery, and Adviser support functions. Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively. Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme. Work closely with the FP Training Team, which will be responsible for training Planning Support and Paraplanners. Ensure team members understand their core duties, expectations, and service delivery requirements. Act as a first point of contact for any team issues or escalations. Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations. Work closely with the People and Training teams to drive ongoing professional development for Act as the key leadership figure within the team for Adviser support functions. The ideal candidate will have: Strong operational oversight with expertise in financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence. Minimum of 3-5 years experience in paraplanning or client services. Excellent stakeholder management, collaborating with leadership, training, and support teams. Strategic and organised, able to manage multiple priorities in a fast-paced environment. Strong attention to detail, ensuring accuracy and consistency in all processes. Excellent communication skills with a client-focused approach to enhance Adviser and client experiences. Familiarity with FCA regulations and compliance standards within financial advice firms. This role is ideal for someone with extensive knowledge of Paraplanning and Planning Support Administrators, a passion for developing high performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support. What's on Offer Excellent salary and benefits package Competitive pension scheme Generous holiday allowance Hybrid working (2 days from home)

This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Senior Pensions Project Administrator whose purpose will be to plan and carry out projects and Scheme Events using Profund Classic, oPen, and other tools as required within the agreed time and budget constraints. The Pensions Project Administrator will provide support and technical expertise to the Pensions Managers in delivering ad-hoc client projects as well as assisting in Pension Scheme Installations. The Senior Pensions Project Administrator will also undertake in project tasks and provide reports to communicate progress/unexpected issues with the project sponsor. You will also need to have relevant experience with exposure to technical issues relating to pension scheme legislation and systems. To be considered for this role you must have at least 3-4 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.