Pensions Administrator Governance Coordinator Senior Administrator Location: Hybrid (London & South East travel required) Working Pattern: Full-time About the Opportunity My client is expanding and looking for a highly organised Administrator or Governance Coordinator to support their pensions consulting team. This role is ideal for someone who thrives in a fast-paced, professional services environment and can hit the ground running , supporting senior stakeholders, clients, and trustee boards. Pensions experience is helpful but not essential. Strong administrators from corporate, financial services, or consulting environments are encouraged to apply. Key Responsibilities Meeting & Governance Support Prepare trustee board and committee meeting agendas Schedule and organise meetings across multiple stakeholders Distribute papers, reports and key documentation Take accurate minutes and maintain records of decisions Track actions and ensure timely follow-up Coordination & Communication Act as a key contact between trustees, advisers, and service providers Coordinate with actuaries, auditors, legal advisers and consultants Manage communications across multiple stakeholders Administration & Reporting Maintain governance documentation and records Manage conflicts of interest registers and training logs Support the preparation of client reports Ensure all documents are accurate, well-written and professionally presented What We're Looking For This role requires someone confident, detail-driven, and proactive: Essential Skills Advanced Microsoft Office skills (Word, Excel, Outlook, Teams) Excellent organisation and time management Strong written skills with high grammatical accuracy Confident verbal communication with senior stakeholders Ability to manage competing priorities in a busy environment Experience Experience in administration within corporate, consultancy, or financial environments Pensions experience is advantageous but not essential Why Join My Client? Work within a values-led consultancy that prioritises people and wellbeing Exposure to high-level stakeholders and strategic client work Supportive and flexible culture Opportunities to develop into pensions or consulting roles over time Benefits Competitive salary Private healthcare (Bupa) Health cashback plan Pension contributions (3% / 6%) Life insurance & income protection Profit-related bonus 25 day's annual leave Working Pattern & Travel Hybrid working Occasional travel to London and South East for meetings (expenses covered) Apply Now Submit your CV with your salary expectations. All offers are subject to right-to-work and background checks. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Jun 22, 2026
Full time
Pensions Administrator Governance Coordinator Senior Administrator Location: Hybrid (London & South East travel required) Working Pattern: Full-time About the Opportunity My client is expanding and looking for a highly organised Administrator or Governance Coordinator to support their pensions consulting team. This role is ideal for someone who thrives in a fast-paced, professional services environment and can hit the ground running , supporting senior stakeholders, clients, and trustee boards. Pensions experience is helpful but not essential. Strong administrators from corporate, financial services, or consulting environments are encouraged to apply. Key Responsibilities Meeting & Governance Support Prepare trustee board and committee meeting agendas Schedule and organise meetings across multiple stakeholders Distribute papers, reports and key documentation Take accurate minutes and maintain records of decisions Track actions and ensure timely follow-up Coordination & Communication Act as a key contact between trustees, advisers, and service providers Coordinate with actuaries, auditors, legal advisers and consultants Manage communications across multiple stakeholders Administration & Reporting Maintain governance documentation and records Manage conflicts of interest registers and training logs Support the preparation of client reports Ensure all documents are accurate, well-written and professionally presented What We're Looking For This role requires someone confident, detail-driven, and proactive: Essential Skills Advanced Microsoft Office skills (Word, Excel, Outlook, Teams) Excellent organisation and time management Strong written skills with high grammatical accuracy Confident verbal communication with senior stakeholders Ability to manage competing priorities in a busy environment Experience Experience in administration within corporate, consultancy, or financial environments Pensions experience is advantageous but not essential Why Join My Client? Work within a values-led consultancy that prioritises people and wellbeing Exposure to high-level stakeholders and strategic client work Supportive and flexible culture Opportunities to develop into pensions or consulting roles over time Benefits Competitive salary Private healthcare (Bupa) Health cashback plan Pension contributions (3% / 6%) Life insurance & income protection Profit-related bonus 25 day's annual leave Working Pattern & Travel Hybrid working Occasional travel to London and South East for meetings (expenses covered) Apply Now Submit your CV with your salary expectations. All offers are subject to right-to-work and background checks. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications. They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience. Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! 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. Hays Specialist 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 (url removed)
Jun 22, 2026
Full time
Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications. They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience. Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! 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. Hays Specialist 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 (url removed)
Benefits: Mon-Thur 9am-5pm, Friday 8am-3pm 25 days holiday (rising with length of service) plus Bank Holidays Pension Life insurance Critical Illness Health Cash Plan Free parking Role: Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes. On offer is: Comprehensive training and mentorship, from experienced professionals within the corporate finance sector Opportunities for career advancement and professional development within the firm A supportive, dynamic, and collaborative work environment As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting. Responsibilities: Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise Support the development and implementation of internal processes to enhance efficiency within the corporate department Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team Candidate Requirements: A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment Excellent communication skills, both written and verbal, with a focus on client service Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting Relevant qualifications are advantageous but not required
Jun 22, 2026
Full time
Benefits: Mon-Thur 9am-5pm, Friday 8am-3pm 25 days holiday (rising with length of service) plus Bank Holidays Pension Life insurance Critical Illness Health Cash Plan Free parking Role: Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes. On offer is: Comprehensive training and mentorship, from experienced professionals within the corporate finance sector Opportunities for career advancement and professional development within the firm A supportive, dynamic, and collaborative work environment As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting. Responsibilities: Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise Support the development and implementation of internal processes to enhance efficiency within the corporate department Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team Candidate Requirements: A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment Excellent communication skills, both written and verbal, with a focus on client service Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting Relevant qualifications are advantageous but not required
Senior Finance Administrator Location: Sherborn - Office-based with occasional flexibility to work from home Salary: £35,000 - £40,000 Are you an experienced administrator with a strong eye for detail and a passion for improving processes? Do you thrive in a professional environment where confidentiality, accuracy and initiative are highly valued? We are recruiting on behalf of our client who continues to evolve through an exciting period of transformation. They are seeking a Senior Finance Administrator to play a pivotal role in supporting finance, compliance and operational projects across the business. This is a rare opportunity to join a well-established organisation where you will have genuine scope to influence change, develop your skills and expand your responsibilities over time. The Opportunity Reporting directly to the Office Manager, you will enjoy a varied role that combines project-based work with traditional finance and company secretarial administration. You will work closely with senior stakeholders and support the implementation of new systems, technologies and processes designed to improve efficiency across the organisation. Key Responsibilities Projects & Business Improvement Support the development, implementation and ongoing administration of key business transformation projects. Work closely with finance colleagues to research and deliver efficiency-driven initiatives. Assist with projects including wealth reporting, investment and loan databases, and electronic invoice and expense approval systems. Contribute to process improvement and continuous development across the business. Finance Administration Provide administrative support to the finance function, including audit-related activities. Prepare and coordinate senior management approval documentation. Maintain electronic and physical records relating to investments, loans, properties and mortgages. Collect, distribute and file investment statements and associated documentation. Carry out routine accounting system administration, including exchange rate updates and ledger reconciliations. Provide payment processing support when required. Company Secretarial & Compliance Maintain work-in-progress records and circulate regular updates. Prepare and submit statutory filings and compliance documentation within required deadlines. Maintain company secretarial databases, statutory books and corporate records. Coordinate regulatory reporting requirements, including relevant survey submissions. Ensure GDPR, ICO and other compliance registers remain accurate and up to date. Administer company domain registrations and renewals. Operational & Office Support Provide cover for administrative colleagues when required. Maintain key operational records, including banking mandates and company card registers. Monitor renewal dates and ensure appropriate actions are completed. Assist with petty cash administration. Support filing, archiving and general office administration. About You To be successful in this role, you will bring: A minimum of 5 years' administrative experience, ideally gained within a finance, professional services, corporate or family office environment. Exceptional organisational skills with the ability to prioritise a varied workload. Strong attention to detail and a commitment to accuracy. Experience handling highly confidential and sensitive information with discretion. Excellent written and verbal communication skills. Confidence working with a wide range of stakeholders. Strong IT skills, including Microsoft Office applications. Exposure to accounting software and AI productivity tools would be advantageous. A proactive mindset with a genuine interest in improving processes and embracing change. The ability to work independently while also contributing positively as part of a collaborative team. What's on Offer? In return, our client offers an excellent package including: Competitive salary commensurate with experience Annual salary and bonus review 10% employer pension contribution Salary sacrifice pension options 25 days annual leave plus bank holidays Private BUPA healthcare Life assurance (4x salary) Cycle to Work scheme Electric vehicle scheme On-site parking Long-term career development within a stable and highly professional environment If you are a motivated administrator looking for a varied role where you can combine traditional administration with exciting transformation projects, we would love to hear from you. Closing date is 5 th July 2026 Hawk 3 Talent Solutions are operating as an employment agency on behalf of its client. To Apply please follow the application process for the site this job is advertised on or email your CV to removed). By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
Jun 22, 2026
Full time
Senior Finance Administrator Location: Sherborn - Office-based with occasional flexibility to work from home Salary: £35,000 - £40,000 Are you an experienced administrator with a strong eye for detail and a passion for improving processes? Do you thrive in a professional environment where confidentiality, accuracy and initiative are highly valued? We are recruiting on behalf of our client who continues to evolve through an exciting period of transformation. They are seeking a Senior Finance Administrator to play a pivotal role in supporting finance, compliance and operational projects across the business. This is a rare opportunity to join a well-established organisation where you will have genuine scope to influence change, develop your skills and expand your responsibilities over time. The Opportunity Reporting directly to the Office Manager, you will enjoy a varied role that combines project-based work with traditional finance and company secretarial administration. You will work closely with senior stakeholders and support the implementation of new systems, technologies and processes designed to improve efficiency across the organisation. Key Responsibilities Projects & Business Improvement Support the development, implementation and ongoing administration of key business transformation projects. Work closely with finance colleagues to research and deliver efficiency-driven initiatives. Assist with projects including wealth reporting, investment and loan databases, and electronic invoice and expense approval systems. Contribute to process improvement and continuous development across the business. Finance Administration Provide administrative support to the finance function, including audit-related activities. Prepare and coordinate senior management approval documentation. Maintain electronic and physical records relating to investments, loans, properties and mortgages. Collect, distribute and file investment statements and associated documentation. Carry out routine accounting system administration, including exchange rate updates and ledger reconciliations. Provide payment processing support when required. Company Secretarial & Compliance Maintain work-in-progress records and circulate regular updates. Prepare and submit statutory filings and compliance documentation within required deadlines. Maintain company secretarial databases, statutory books and corporate records. Coordinate regulatory reporting requirements, including relevant survey submissions. Ensure GDPR, ICO and other compliance registers remain accurate and up to date. Administer company domain registrations and renewals. Operational & Office Support Provide cover for administrative colleagues when required. Maintain key operational records, including banking mandates and company card registers. Monitor renewal dates and ensure appropriate actions are completed. Assist with petty cash administration. Support filing, archiving and general office administration. About You To be successful in this role, you will bring: A minimum of 5 years' administrative experience, ideally gained within a finance, professional services, corporate or family office environment. Exceptional organisational skills with the ability to prioritise a varied workload. Strong attention to detail and a commitment to accuracy. Experience handling highly confidential and sensitive information with discretion. Excellent written and verbal communication skills. Confidence working with a wide range of stakeholders. Strong IT skills, including Microsoft Office applications. Exposure to accounting software and AI productivity tools would be advantageous. A proactive mindset with a genuine interest in improving processes and embracing change. The ability to work independently while also contributing positively as part of a collaborative team. What's on Offer? In return, our client offers an excellent package including: Competitive salary commensurate with experience Annual salary and bonus review 10% employer pension contribution Salary sacrifice pension options 25 days annual leave plus bank holidays Private BUPA healthcare Life assurance (4x salary) Cycle to Work scheme Electric vehicle scheme On-site parking Long-term career development within a stable and highly professional environment If you are a motivated administrator looking for a varied role where you can combine traditional administration with exciting transformation projects, we would love to hear from you. Closing date is 5 th July 2026 Hawk 3 Talent Solutions are operating as an employment agency on behalf of its client. To Apply please follow the application process for the site this job is advertised on or email your CV to removed). By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
Technical Administrator will be responsible for providing technically-focused clerical, administrative and IT support for the housing asset management service, in order to support effective service delivery to residents and corporate clients. Main duties and responsibilities Carry out a range of general office administrative support tasks including maintain and manage diaries, prepare agendas, arrange meetings and take accurate technically-appropriate minutes as directed, collate relevant documentation, ensuring timely production and distribution and follow up action where required. Assist with the collection of technical data and performance indicators from staff, contractors, other departments, stakeholders, consultants, residents and provide contract administration support ensuring that records are accurate and up-to-date. Accurately input, interrogate, update and monitor data for the department s administrative and IT systems. Assist in the collation of all relevant information required by the Home Ownership Unit. Deal with technical service enquiries from the public, contractors, consultants, other departments, external bodies and stakeholders and ensure appropriate information is forwarded to the relevant officer where necessary; record complaints, closely monitor and take action to ensure the service meets the Council s response criteria. Under direction be responsible for the preparation and administration of all aspects of tender documentation including packaging, sending out and receiving tenders in accordance with the Council s Standing Orders and procedures. Responsible for recording and managing the receipt and issue of keys and FOBS, ordering keys where appropriate and assisting in providing access to properties. Actively participate in identifying technical and customer-focused improvements in service delivery and support the training of other members of the team as required. Ensure at all times whilst carrying out your duties due diligence is given to customer care and excellent service delivery. Carry out all duties with due regard to the provisions of health and safety regulations and legislation, the Council s equal opportunities and customer care polices, and the new technology agreement. Undertake any other work appropriate to the level and general nature of the post holder s duties to ensure the continued effective operation of the service Designation
Jun 21, 2026
Contractor
Technical Administrator will be responsible for providing technically-focused clerical, administrative and IT support for the housing asset management service, in order to support effective service delivery to residents and corporate clients. Main duties and responsibilities Carry out a range of general office administrative support tasks including maintain and manage diaries, prepare agendas, arrange meetings and take accurate technically-appropriate minutes as directed, collate relevant documentation, ensuring timely production and distribution and follow up action where required. Assist with the collection of technical data and performance indicators from staff, contractors, other departments, stakeholders, consultants, residents and provide contract administration support ensuring that records are accurate and up-to-date. Accurately input, interrogate, update and monitor data for the department s administrative and IT systems. Assist in the collation of all relevant information required by the Home Ownership Unit. Deal with technical service enquiries from the public, contractors, consultants, other departments, external bodies and stakeholders and ensure appropriate information is forwarded to the relevant officer where necessary; record complaints, closely monitor and take action to ensure the service meets the Council s response criteria. Under direction be responsible for the preparation and administration of all aspects of tender documentation including packaging, sending out and receiving tenders in accordance with the Council s Standing Orders and procedures. Responsible for recording and managing the receipt and issue of keys and FOBS, ordering keys where appropriate and assisting in providing access to properties. Actively participate in identifying technical and customer-focused improvements in service delivery and support the training of other members of the team as required. Ensure at all times whilst carrying out your duties due diligence is given to customer care and excellent service delivery. Carry out all duties with due regard to the provisions of health and safety regulations and legislation, the Council s equal opportunities and customer care polices, and the new technology agreement. Undertake any other work appropriate to the level and general nature of the post holder s duties to ensure the continued effective operation of the service Designation
This actuarial consultancy has over 1,500 employees operating from more than 80 global locations are currently looking for a Senior 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 Senior Pensions Administrator will need to have strong technical knowledge of Occupational schemes. You will be involved in all aspects of pension's administration, ensuring that all calculations are in line with Trust Deed and Rules as well as pensions legislation, meeting Service Level Agreements. To be considered for this role you must have recent experience in occupational pension schemes, gained from either a TPA or an in-house background and have made significant progress through pensions' industry qualifications such as APMI. 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.
Jun 21, 2026
Full time
This actuarial consultancy has over 1,500 employees operating from more than 80 global locations are currently looking for a Senior 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 Senior Pensions Administrator will need to have strong technical knowledge of Occupational schemes. You will be involved in all aspects of pension's administration, ensuring that all calculations are in line with Trust Deed and Rules as well as pensions legislation, meeting Service Level Agreements. To be considered for this role you must have recent experience in occupational pension schemes, gained from either a TPA or an in-house background and have made significant progress through pensions' industry qualifications such as APMI. 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 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.
Jun 20, 2026
Full time
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.
YT Tech has partnered with a multi-award-winning, agile technology company based in Bath to find an energetic and dynamic Software Trainer. Our client builds innovative software solutions that genuinely make a difference, changing what is possible for both providers and end-users within their sector. Operating with a unique, forward-thinking, and self-managing team structure, they offer a phenomenal working environment where collaboration, transparency, and continuous improvement are part of the daily DNA. In this role, you will ensure the successful adoption and proficient use of their software platforms by delivering high-quality, engaging, and accessible training programmes to a diverse user base (ranging from administrators to highly specialized professionals). Key Responsibilities Curriculum Design & Delivery: Design, implement, and maintain a comprehensive training curriculum, delivering engaging sessions both online and in person. Content Creation: Create and refresh training content, utilizing learning management systems (LMS) and screen-recording/video tools to build a seamless learning experience. Subject Matter Expertise: Act as the internal and external expert on core software products. Assessment & Improvement: Develop competency assessments and establish post-training monitoring plans to drive continuous improvement via user feedback. Commercial Support: Partner with the sales and account management teams to deliver high-impact product demonstrations and workshops. Backlog Management: Independently manage your own workload and schedule effectively to align with team goals. About You We are looking for a self-starter who loves to collaborate and is passionate about using technology for good. To be successful in this role, you should possess: Training Experience: Proven track record as a corporate trainer, technical trainer, or clinical educator, ideally within a SaaS (Software as a Service) environment. Industry Awareness (Desirable): An understanding of healthcare industry workflows (e.g., referrals, patient pathways) and key data regulations (GDPR, consent, permissions) is highly desirable but not essential. Communication Skills: Exceptional public speaking, presentation, and facilitation skills, with a proven ability to simplify complex technical or specialized concepts. People-First Approach: High levels of patience, empathy, and adaptability to support users with vastly different levels of technical confidence. Flexibility: Comfort with regular business travel for onsite training and client go-live support. Requirements Must be fully eligible to live and work in the UK (sponsorship is not available). Willingness to complete a basic DBS check during onboarding If interested and you match the criteria, please apply with your most recent CV.
Jun 20, 2026
Full time
YT Tech has partnered with a multi-award-winning, agile technology company based in Bath to find an energetic and dynamic Software Trainer. Our client builds innovative software solutions that genuinely make a difference, changing what is possible for both providers and end-users within their sector. Operating with a unique, forward-thinking, and self-managing team structure, they offer a phenomenal working environment where collaboration, transparency, and continuous improvement are part of the daily DNA. In this role, you will ensure the successful adoption and proficient use of their software platforms by delivering high-quality, engaging, and accessible training programmes to a diverse user base (ranging from administrators to highly specialized professionals). Key Responsibilities Curriculum Design & Delivery: Design, implement, and maintain a comprehensive training curriculum, delivering engaging sessions both online and in person. Content Creation: Create and refresh training content, utilizing learning management systems (LMS) and screen-recording/video tools to build a seamless learning experience. Subject Matter Expertise: Act as the internal and external expert on core software products. Assessment & Improvement: Develop competency assessments and establish post-training monitoring plans to drive continuous improvement via user feedback. Commercial Support: Partner with the sales and account management teams to deliver high-impact product demonstrations and workshops. Backlog Management: Independently manage your own workload and schedule effectively to align with team goals. About You We are looking for a self-starter who loves to collaborate and is passionate about using technology for good. To be successful in this role, you should possess: Training Experience: Proven track record as a corporate trainer, technical trainer, or clinical educator, ideally within a SaaS (Software as a Service) environment. Industry Awareness (Desirable): An understanding of healthcare industry workflows (e.g., referrals, patient pathways) and key data regulations (GDPR, consent, permissions) is highly desirable but not essential. Communication Skills: Exceptional public speaking, presentation, and facilitation skills, with a proven ability to simplify complex technical or specialized concepts. People-First Approach: High levels of patience, empathy, and adaptability to support users with vastly different levels of technical confidence. Flexibility: Comfort with regular business travel for onsite training and client go-live support. Requirements Must be fully eligible to live and work in the UK (sponsorship is not available). Willingness to complete a basic DBS check during onboarding If interested and you match the criteria, please apply with your most recent CV.
Job Opportunity: Temporary Receptionist/Administrator Location: Glasgow Contract Type: Temporary Working Hours: 8 AM- 5.30 PM, Monday to Friday, with occasional weekends Pay rate: 13.00 per hour. Are you an organised, approachable, and detail-oriented individual looking to contribute to a dynamic corporate environment? Our client is seeking a temporary administrator/receptionist to support their front-of-house operations while providing essential administrative assistance across the business. Key Responsibilities: Reception Duties: Greet visitors and clients professionally, ensuring a welcoming and efficient front-of-house experience. Answer and direct incoming calls and emails in efficiently. Manage visitor logs, issue passes, and maintain security protocols. Coordinate meeting room bookings and ensure rooms are prepared and presentable. Administrative Support: Provide general administrative assistance including data entry, filing, scanning, and document management. Support internal teams with scheduling, correspondence, and ad hoc tasks. Handle incoming and outgoing mail and courier services. Maintain office supplies and liaise with vendors as needed. Ideal Candidate Profile: Previous experience in a reception or administrative role within a professional setting. Excellent communication and interpersonal skills. Strong organisational abilities and attention to detail. Proficient in Microsoft Office Suite (Word, Excel, Outlook). Able to multitask and prioritise effectively in a fast-paced environment. Friendly, reliable, and committed to delivering high-quality service. If you are interested in this role and wish to be considered, please click apply! Whilst we'd love to get back to every applicant personally, it is not always possible and sadly we cannot provide individual feedback. Working as a temp is an ideal way of exploring different job roles and industries. It also gives you control of your own work/life balance. Here are just some of the benefits you can expect when you become part of the Office Angels team: Employed directly with Office Angels, meaning we're always on hand to ensure you're being well looked after. Access to discount vouchers with many high street brands Eye care vouchers and money towards glasses should you require them for VDU purposes. We can search for permanent work whilst you're in assignments and offer expert interview support and advice. Weekly pay Pension scheme option (with employer contributions) 28 days paid annual leave (Based on a weekly accrual) Statutory Sick Pay in the unfortunate event you find yourself under the weather. Access to our assistance programme that provides free, confidential, and independent advice on a range of issues including grief, stress, and legal issues. Should you wish to pursue a different career path, we have several sister businesses which cover almost every sector and specialism. We are proud to say our consultants are experts in recruitment and are more than happy to discuss the benefits in more detail; please contact your local Office Angels branch for further information. 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.
Jun 19, 2026
Seasonal
Job Opportunity: Temporary Receptionist/Administrator Location: Glasgow Contract Type: Temporary Working Hours: 8 AM- 5.30 PM, Monday to Friday, with occasional weekends Pay rate: 13.00 per hour. Are you an organised, approachable, and detail-oriented individual looking to contribute to a dynamic corporate environment? Our client is seeking a temporary administrator/receptionist to support their front-of-house operations while providing essential administrative assistance across the business. Key Responsibilities: Reception Duties: Greet visitors and clients professionally, ensuring a welcoming and efficient front-of-house experience. Answer and direct incoming calls and emails in efficiently. Manage visitor logs, issue passes, and maintain security protocols. Coordinate meeting room bookings and ensure rooms are prepared and presentable. Administrative Support: Provide general administrative assistance including data entry, filing, scanning, and document management. Support internal teams with scheduling, correspondence, and ad hoc tasks. Handle incoming and outgoing mail and courier services. Maintain office supplies and liaise with vendors as needed. Ideal Candidate Profile: Previous experience in a reception or administrative role within a professional setting. Excellent communication and interpersonal skills. Strong organisational abilities and attention to detail. Proficient in Microsoft Office Suite (Word, Excel, Outlook). Able to multitask and prioritise effectively in a fast-paced environment. Friendly, reliable, and committed to delivering high-quality service. If you are interested in this role and wish to be considered, please click apply! Whilst we'd love to get back to every applicant personally, it is not always possible and sadly we cannot provide individual feedback. Working as a temp is an ideal way of exploring different job roles and industries. It also gives you control of your own work/life balance. Here are just some of the benefits you can expect when you become part of the Office Angels team: Employed directly with Office Angels, meaning we're always on hand to ensure you're being well looked after. Access to discount vouchers with many high street brands Eye care vouchers and money towards glasses should you require them for VDU purposes. We can search for permanent work whilst you're in assignments and offer expert interview support and advice. Weekly pay Pension scheme option (with employer contributions) 28 days paid annual leave (Based on a weekly accrual) Statutory Sick Pay in the unfortunate event you find yourself under the weather. Access to our assistance programme that provides free, confidential, and independent advice on a range of issues including grief, stress, and legal issues. Should you wish to pursue a different career path, we have several sister businesses which cover almost every sector and specialism. We are proud to say our consultants are experts in recruitment and are more than happy to discuss the benefits in more detail; please contact your local Office Angels branch for further information. 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.
HR Administrator Location: Central London (3 minutes walk from Holborn station) Contract: Permanent, Full Time, Hybrid Working Salary: 30,000 - 35,000 About the Company Our client is a dynamic consulting firm that helps businesses thrive through innovative solutions and exceptional service. They offer a collaborative environment where people are encouraged to grow, contribute ideas, and make a real impact. Benefits & Perks Competitive salary Professional development opportunities Flexible working arrangements Vibrant office culture (creative co working space & dog friendly!) Social events and team-building activities The Role As an HR Administrator, you will provide essential support to the HR team, helping to deliver an excellent employee experience throughout the employee lifecycle. You will be highly organised, detail-oriented, and confident managing multiple priorities in a fast-paced professional environment. Key Responsibilities HR Administration Support employee onboarding and offboarding processes, ensuring all documentation and records are completed accurately. Maintain employee records and HR systems, ensuring data integrity and confidentiality. Assist with HR administration, including contracts, references, right-to-work checks, and other employment documentation. Respond to general HR queries from employees and managers. Support the delivery and administration of training, learning and development initiatives. Assist with employee engagement activities, awareness campaigns, and wellbeing initiatives. Help maintain HR policies, procedures, and employee handbooks to ensure compliance with employment legislation and company standards. Recruitment Support Coordinate recruitment activities, including posting vacancies, screening applications, scheduling interviews, and candidate communications. Support hiring managers throughout the recruitment process. Maintain recruitment records and provide reporting on recruitment activity. Assist with graduate, university, and early careers engagement initiatives where required. General Administration Provide high-quality administrative support to the HR team and wider business. Coordinate meetings, prepare documentation, and take minutes when required. Create surveys and assist with collecting and analysing employee feedback. Support internal events and team-building activities. Assist with ad hoc projects and administrative tasks as required. Essential Skills & Experience Previous experience in an HR Administrator, HR Assistant, or Administrative Support role. Excellent organisational skills with strong attention to detail. Strong written and verbal communication skills. Ability to prioritise workload and work effectively in a busy environment. Professional approach with the ability to handle confidential information sensitively. Strong Microsoft Office skills, including Word, Excel, and PowerPoint. Desirable Skills & Experience Previous experience within a consulting, professional services, or corporate environment. Knowledge of recruitment processes and HR best practices. Experience using HR systems and software. Degree or qualification in HR, Business Administration, or a related field. Familiarity with Employment Hero or similar HR platforms. How to Apply Ready to embark on a rewarding career with us? Send your CV outlining your experience and why you would be a great fit for the role. 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.
Jun 19, 2026
Full time
HR Administrator Location: Central London (3 minutes walk from Holborn station) Contract: Permanent, Full Time, Hybrid Working Salary: 30,000 - 35,000 About the Company Our client is a dynamic consulting firm that helps businesses thrive through innovative solutions and exceptional service. They offer a collaborative environment where people are encouraged to grow, contribute ideas, and make a real impact. Benefits & Perks Competitive salary Professional development opportunities Flexible working arrangements Vibrant office culture (creative co working space & dog friendly!) Social events and team-building activities The Role As an HR Administrator, you will provide essential support to the HR team, helping to deliver an excellent employee experience throughout the employee lifecycle. You will be highly organised, detail-oriented, and confident managing multiple priorities in a fast-paced professional environment. Key Responsibilities HR Administration Support employee onboarding and offboarding processes, ensuring all documentation and records are completed accurately. Maintain employee records and HR systems, ensuring data integrity and confidentiality. Assist with HR administration, including contracts, references, right-to-work checks, and other employment documentation. Respond to general HR queries from employees and managers. Support the delivery and administration of training, learning and development initiatives. Assist with employee engagement activities, awareness campaigns, and wellbeing initiatives. Help maintain HR policies, procedures, and employee handbooks to ensure compliance with employment legislation and company standards. Recruitment Support Coordinate recruitment activities, including posting vacancies, screening applications, scheduling interviews, and candidate communications. Support hiring managers throughout the recruitment process. Maintain recruitment records and provide reporting on recruitment activity. Assist with graduate, university, and early careers engagement initiatives where required. General Administration Provide high-quality administrative support to the HR team and wider business. Coordinate meetings, prepare documentation, and take minutes when required. Create surveys and assist with collecting and analysing employee feedback. Support internal events and team-building activities. Assist with ad hoc projects and administrative tasks as required. Essential Skills & Experience Previous experience in an HR Administrator, HR Assistant, or Administrative Support role. Excellent organisational skills with strong attention to detail. Strong written and verbal communication skills. Ability to prioritise workload and work effectively in a busy environment. Professional approach with the ability to handle confidential information sensitively. Strong Microsoft Office skills, including Word, Excel, and PowerPoint. Desirable Skills & Experience Previous experience within a consulting, professional services, or corporate environment. Knowledge of recruitment processes and HR best practices. Experience using HR systems and software. Degree or qualification in HR, Business Administration, or a related field. Familiarity with Employment Hero or similar HR platforms. How to Apply Ready to embark on a rewarding career with us? Send your CV outlining your experience and why you would be a great fit for the role. 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.
Legal Secretary Manchester A well-established commercial law firm is seeking a Legal Secretary to join their growing Manchester office, supporting a busy Real Estate and Corporate team within a professional and collaborative environment. This opportunity would suit a Legal Secretary or Legal Administrator with previous law firm experience who is looking to continue developing their career within a highly respected practice. The Legal Secretary's role: Diary and inbox management for fee earners Preparing and formatting legal documentation Organising meetings and travel arrangements Opening new client files and handling compliance administration Supporting billing and time recording processes Liaising with clients and internal departments The successful Legal Secretary will have: Previous experience within a law firm environment Strong organisational and communication skills Excellent attention to detail Proficiency with Microsoft Office and document management systems A proactive and professional attitude In Return? Competitive salary package Hybrid working opportunities Friendly and supportive team environment Long-term progression opportunities
Jun 19, 2026
Full time
Legal Secretary Manchester A well-established commercial law firm is seeking a Legal Secretary to join their growing Manchester office, supporting a busy Real Estate and Corporate team within a professional and collaborative environment. This opportunity would suit a Legal Secretary or Legal Administrator with previous law firm experience who is looking to continue developing their career within a highly respected practice. The Legal Secretary's role: Diary and inbox management for fee earners Preparing and formatting legal documentation Organising meetings and travel arrangements Opening new client files and handling compliance administration Supporting billing and time recording processes Liaising with clients and internal departments The successful Legal Secretary will have: Previous experience within a law firm environment Strong organisational and communication skills Excellent attention to detail Proficiency with Microsoft Office and document management systems A proactive and professional attitude In Return? Competitive salary package Hybrid working opportunities Friendly and supportive team environment Long-term progression opportunities
Senior Administrator - Location: Sherborne (office-based, with occasional WFH) Candidates with solid admin experience in financial services, legal services, accountancy practices, private/family office environments etc. are examples of the types of professional services that could work for this role. Our client is a private Family Office supporting an entrepreneurial, high-net-worth family and their wider financial interests. They provide finance, tax and compliance support and are investing in new technologies, systems and processes to improve efficiency and controls. This role will be key in supporting our client's finance and compliance functions during a period of generational change. Reporting to the Office Manager, you'll split your time between project work (supporting system and process improvements) and hands-on administration. There is genuine scope to expand the role over time as new tools and workflows are implemented. Role details This is a full-time (38.75 hours per week) permanent role Monday to Friday, 08:30 to 17:15 with a one-hour unpaid lunch break Salary: 35,000- 40,000 per annum Office-based; occasional working from home may be available post-probation (subject to workload) Start date: ASAP Duties : Projects Support the Investment Accountant from research through to implementation Assist delivery and future administration of key efficiency projects: Global wealth reporting Investment and loan database Electronic invoice and credit card approval process Finance administration Support audit-driven administration as required Prepare and file senior management approval documentation Create and maintain investment, loan, property and mortgage files (electronic/paper) Collect, distribute and file investment statements; update records promptly Complete routine tasks in the accounting system (e.g., exchange rates, ledger reconciliations) Provide payment-processing cover for the finance team when needed Company secretarial / compliance support Maintain and circulate a weekly work-in-progress tracker Prepare and file statutory information within deadlines (e.g., Companies House and other bodies) Maintain the company secretarial database, statutory books and records Maintain registers (including past/present directorships) and monitor GDPR/ICO registers Prepare non-payroll ONS survey information for submission Administer domain registrations/renewals Office administration Provide cover for the Office Administrator as required Maintain key operational documents (bank mandates, cards in issue) Monitor credit/debit card expiry dates and diarise renewals Assist with monthly petty cash counts, filing and archiving Candidate profile At least 5 years' quality administrative experience (finance/corporate preferred) Highly organised; able to prioritise with high volumes of information Strong integrity and discretion with confidential information Excellent written and verbal communication; strong attention to detail Confident, tactful and able to work with a wide range of stakeholders Strong IT skills (MS Office essential); accounting software and AI tools advantageous Flexible, proactive and motivated by change and process improvement Team player who can also work independently Benefits / what they offer 10% employer pension contribution (salary sacrifice option available) 25 days holiday plus bank holidays Individual BUPA cover Life insurance (4x gross salary) Cycle to Work and electric car benefit schemes Car parking Annual salary and bonus review
Jun 19, 2026
Full time
Senior Administrator - Location: Sherborne (office-based, with occasional WFH) Candidates with solid admin experience in financial services, legal services, accountancy practices, private/family office environments etc. are examples of the types of professional services that could work for this role. Our client is a private Family Office supporting an entrepreneurial, high-net-worth family and their wider financial interests. They provide finance, tax and compliance support and are investing in new technologies, systems and processes to improve efficiency and controls. This role will be key in supporting our client's finance and compliance functions during a period of generational change. Reporting to the Office Manager, you'll split your time between project work (supporting system and process improvements) and hands-on administration. There is genuine scope to expand the role over time as new tools and workflows are implemented. Role details This is a full-time (38.75 hours per week) permanent role Monday to Friday, 08:30 to 17:15 with a one-hour unpaid lunch break Salary: 35,000- 40,000 per annum Office-based; occasional working from home may be available post-probation (subject to workload) Start date: ASAP Duties : Projects Support the Investment Accountant from research through to implementation Assist delivery and future administration of key efficiency projects: Global wealth reporting Investment and loan database Electronic invoice and credit card approval process Finance administration Support audit-driven administration as required Prepare and file senior management approval documentation Create and maintain investment, loan, property and mortgage files (electronic/paper) Collect, distribute and file investment statements; update records promptly Complete routine tasks in the accounting system (e.g., exchange rates, ledger reconciliations) Provide payment-processing cover for the finance team when needed Company secretarial / compliance support Maintain and circulate a weekly work-in-progress tracker Prepare and file statutory information within deadlines (e.g., Companies House and other bodies) Maintain the company secretarial database, statutory books and records Maintain registers (including past/present directorships) and monitor GDPR/ICO registers Prepare non-payroll ONS survey information for submission Administer domain registrations/renewals Office administration Provide cover for the Office Administrator as required Maintain key operational documents (bank mandates, cards in issue) Monitor credit/debit card expiry dates and diarise renewals Assist with monthly petty cash counts, filing and archiving Candidate profile At least 5 years' quality administrative experience (finance/corporate preferred) Highly organised; able to prioritise with high volumes of information Strong integrity and discretion with confidential information Excellent written and verbal communication; strong attention to detail Confident, tactful and able to work with a wide range of stakeholders Strong IT skills (MS Office essential); accounting software and AI tools advantageous Flexible, proactive and motivated by change and process improvement Team player who can also work independently Benefits / what they offer 10% employer pension contribution (salary sacrifice option available) 25 days holiday plus bank holidays Individual BUPA cover Life insurance (4x gross salary) Cycle to Work and electric car benefit schemes Car parking Annual salary and bonus review
This client, who specialises in the management and development of wealth for corporate and individual clients, has an exciting opportunity for an experienced Senior Group Risk & Healthcare Administrator to join their Employee Benefits team. The Senior Group Risk & Healthcare Administrator will need to administer a portfolio of clients in respect of their Group Risk contracts and other related benefits including Group Life, DIS, PHI, PMI, and critical illness. As a Senior Group Risk & Healthcare Administrator you will be responsible for providing pro-active administration support to the Consultants in order to retain and expand existing client accounts and to help develop new business. You will liaise with insurers to negotiate preferred terms, attend client meetings and draft recommendation reports. You will have excellent verbal and written communication skills, a reliable working attitude and a professional client focussed approach. 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.
Jun 19, 2026
Full time
This client, who specialises in the management and development of wealth for corporate and individual clients, has an exciting opportunity for an experienced Senior Group Risk & Healthcare Administrator to join their Employee Benefits team. The Senior Group Risk & Healthcare Administrator will need to administer a portfolio of clients in respect of their Group Risk contracts and other related benefits including Group Life, DIS, PHI, PMI, and critical illness. As a Senior Group Risk & Healthcare Administrator you will be responsible for providing pro-active administration support to the Consultants in order to retain and expand existing client accounts and to help develop new business. You will liaise with insurers to negotiate preferred terms, attend client meetings and draft recommendation reports. You will have excellent verbal and written communication skills, a reliable working attitude and a professional client focussed approach. 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.
About the Role We're looking for an experienced and highly organised administrator to join our growing Employee Benefits team. This role is ideal for someone who enjoys working with data, spreadsheets, systems and processes, and takes pride in delivering a high standard of work. Whilst experience within employee benefits is welcomed, it is not essential. We are open to candidates from a wide range of administration backgrounds who are keen to learn and develop within financial services. Whether you currently work in employee benefits, pensions, payroll, HR, insurance or another professional administration role, we'd love to hear from you. We are also happy to consider part-time applicants for the right candidate. What You'll Be Doing You'll play a key role in supporting our consultants and corporate clients, helping to ensure employee benefit schemes run smoothly and clients receive an excellent service. Your responsibilities will include: Managing administration for workplace pension, group risk and healthcare schemes Maintaining and updating client records and internal systems Producing reports, spreadsheets and client documentation Processing scheme amendments, joiners, leavers and salary updates Liaising with providers, insurers, employers and employees Supporting client renewals and implementation projects Assisting with onboarding new clients Identifying and resolving administrative issues Ensuring work is completed accurately and within agreed timescales What We're Looking For You may already work in employee benefits or financial services. Equally, you may have built a successful career in administration, payroll, HR, operations or another professional environment and be looking for a new challenge. Most importantly, we're looking for someone who: Has previous administration experience Is highly organised and able to manage multiple priorities Has excellent attention to detail Is confident using Microsoft Excel and working with data Enjoys problem-solving and finding solutions Takes ownership of their work Communicates confidently and professionally Works well both independently and as part of a team Has a positive, proactive approach Desirable Experience within employee benefits, pensions, financial services or insurance Knowledge of workplace pensions, healthcare or group risk arrangements Experience using CRM or client management systems Why Join Us? Supportive and friendly team environment Exposure to a wide range of clients and employee benefit arrangements Opportunity to build specialist knowledge and develop your career Varied and interesting work with genuine responsibility Growing business with opportunities for progression Relaxed, professional and non-corporate culture Benefits 22 days holiday plus bank holidays (pro rata for part-time employees) Option to purchase up to 5 additional days holiday 4x Death in Service cover 2x Critical Illness cover Health Cash Plan Office-based Monday to Thursday Home working on Fridays Working hours: Monday to Thursday: 8:30am - 5:00pm Friday: 8:30am - 1:30pm Interested? Don't worry if you don't meet every requirement listed above. If you're an experienced administrator with strong organisational skills, a good eye for detail and confidence working with spreadsheets and data, we'd still love to hear from you.
Jun 18, 2026
Full time
About the Role We're looking for an experienced and highly organised administrator to join our growing Employee Benefits team. This role is ideal for someone who enjoys working with data, spreadsheets, systems and processes, and takes pride in delivering a high standard of work. Whilst experience within employee benefits is welcomed, it is not essential. We are open to candidates from a wide range of administration backgrounds who are keen to learn and develop within financial services. Whether you currently work in employee benefits, pensions, payroll, HR, insurance or another professional administration role, we'd love to hear from you. We are also happy to consider part-time applicants for the right candidate. What You'll Be Doing You'll play a key role in supporting our consultants and corporate clients, helping to ensure employee benefit schemes run smoothly and clients receive an excellent service. Your responsibilities will include: Managing administration for workplace pension, group risk and healthcare schemes Maintaining and updating client records and internal systems Producing reports, spreadsheets and client documentation Processing scheme amendments, joiners, leavers and salary updates Liaising with providers, insurers, employers and employees Supporting client renewals and implementation projects Assisting with onboarding new clients Identifying and resolving administrative issues Ensuring work is completed accurately and within agreed timescales What We're Looking For You may already work in employee benefits or financial services. Equally, you may have built a successful career in administration, payroll, HR, operations or another professional environment and be looking for a new challenge. Most importantly, we're looking for someone who: Has previous administration experience Is highly organised and able to manage multiple priorities Has excellent attention to detail Is confident using Microsoft Excel and working with data Enjoys problem-solving and finding solutions Takes ownership of their work Communicates confidently and professionally Works well both independently and as part of a team Has a positive, proactive approach Desirable Experience within employee benefits, pensions, financial services or insurance Knowledge of workplace pensions, healthcare or group risk arrangements Experience using CRM or client management systems Why Join Us? Supportive and friendly team environment Exposure to a wide range of clients and employee benefit arrangements Opportunity to build specialist knowledge and develop your career Varied and interesting work with genuine responsibility Growing business with opportunities for progression Relaxed, professional and non-corporate culture Benefits 22 days holiday plus bank holidays (pro rata for part-time employees) Option to purchase up to 5 additional days holiday 4x Death in Service cover 2x Critical Illness cover Health Cash Plan Office-based Monday to Thursday Home working on Fridays Working hours: Monday to Thursday: 8:30am - 5:00pm Friday: 8:30am - 1:30pm Interested? Don't worry if you don't meet every requirement listed above. If you're an experienced administrator with strong organisational skills, a good eye for detail and confidence working with spreadsheets and data, we'd still love to hear from you.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Technical Paraplanner (Holistic Planning) A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expanding team. The business has experienced significant growth across two offices and offers a collaborative, supportive environment that balances professionalism with autonomy. Salary: £50,000 - £65,000 (depending on experience and qualifications) Location: Hybrid - Cheltenham (primary), typically 2 days from the office, 3 days at home This is a holistic paraplanning role, suited to a technically strong paraplanner who enjoys managing complex cases end to end and acting as a trusted technical partner to senior advisers and clients. This role suits a paraplanner who thrives in a non-corporate, autonomous environment. The firm values individuals who are hands-on, proactive, and willing to get involved beyond a rigid job description. The Technical Paraplanner will play a central role in the delivery of high-quality financial planning. The position involves full responsibility for the technical "after part" of client advice, from meeting notes and fact-finding through to complex report writing and implementation. The successful candidate will work closely with senior advisers who focus on business development and client relationships, providing comprehensive technical support across a wide range of planning scenarios. There is also scope to mentor and support junior paraplanners as the team continues to grow. Key Responsibilities Scope Advice from initial meeting notes through to final suitability reports Work collaboratively with advisers to agree advice strategies and planning solutions Produce high-quality, technically robust suitability reports Act as a key point of contact for clients on complex planning cases Support planning across areas including: Estate and inheritance tax planning, Business relief and business-related planning, Pension crystallisation and annuity planning, Whole of life insurance, Trust planning and trust dissolution Liaise closely with administrators to ensure smooth case progression and client servicing Support complex planning work for senior leadership portfolios Assist with training and mentoring of junior paraplanners where appropriate Ensure all work meets regulatory and compliance standards, including file checking processes Skills & Experience Required Proven experience in a technical or holistic paraplanning role Strong technical knowledge across complex financial planning areas Ability to manage cases independently from start to finish Comfortable supporting advisers who delegate detailed technical work Proactive mindset with the ability to identify improvements and efficiencies Diploma in Financial Planning (minimum requirement) Chartered status highly preferred (CII ideally, though LIBF or CISI also considered)
Jun 18, 2026
Full time
Technical Paraplanner (Holistic Planning) A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expanding team. The business has experienced significant growth across two offices and offers a collaborative, supportive environment that balances professionalism with autonomy. Salary: £50,000 - £65,000 (depending on experience and qualifications) Location: Hybrid - Cheltenham (primary), typically 2 days from the office, 3 days at home This is a holistic paraplanning role, suited to a technically strong paraplanner who enjoys managing complex cases end to end and acting as a trusted technical partner to senior advisers and clients. This role suits a paraplanner who thrives in a non-corporate, autonomous environment. The firm values individuals who are hands-on, proactive, and willing to get involved beyond a rigid job description. The Technical Paraplanner will play a central role in the delivery of high-quality financial planning. The position involves full responsibility for the technical "after part" of client advice, from meeting notes and fact-finding through to complex report writing and implementation. The successful candidate will work closely with senior advisers who focus on business development and client relationships, providing comprehensive technical support across a wide range of planning scenarios. There is also scope to mentor and support junior paraplanners as the team continues to grow. Key Responsibilities Scope Advice from initial meeting notes through to final suitability reports Work collaboratively with advisers to agree advice strategies and planning solutions Produce high-quality, technically robust suitability reports Act as a key point of contact for clients on complex planning cases Support planning across areas including: Estate and inheritance tax planning, Business relief and business-related planning, Pension crystallisation and annuity planning, Whole of life insurance, Trust planning and trust dissolution Liaise closely with administrators to ensure smooth case progression and client servicing Support complex planning work for senior leadership portfolios Assist with training and mentoring of junior paraplanners where appropriate Ensure all work meets regulatory and compliance standards, including file checking processes Skills & Experience Required Proven experience in a technical or holistic paraplanning role Strong technical knowledge across complex financial planning areas Ability to manage cases independently from start to finish Comfortable supporting advisers who delegate detailed technical work Proactive mindset with the ability to identify improvements and efficiencies Diploma in Financial Planning (minimum requirement) Chartered status highly preferred (CII ideally, though LIBF or CISI also considered)
Job title: Client Services Assistant Location: Kendal Adecco is recruiting an Experienced Client Services Assistant to provide comprehensive administrative and client support. In this position, you will work closely with Financial Planners and Relationship Managers, under the guidance of the Manager of HR & Administration, ensuring that all activity aligns with responsible business practices and Consumer Duty principles. What You Will Do? Process new business, incremental business, surrenders, encashment, switches, and alterations to policies using company IT systems, ensuring accurate and timely completion. Follow each case from start to finish, issue policy documents and contract notes, and keep all company IT systems fully updated, including uploading and maintaining all scanned documents. Co-ordinate with providers regarding clients' change of address, Appointment/retirement of trustees, and any death cases, including liaison with legal parties where necessary. Prepare client files for Financial Planners, update client information on the IT system before meetings, insert the correct client pack, and highlight any outstanding compliance requirements in advance. Collate documents and illustrations for the financial plan, send and collate letters of authority and policy information, and obtain policy information and literature from the internet and other available sources. Handle enquiries from insurance companies and clients as far as possible, providing accurate information, escalating where appropriate, and recording relevant details on company IT systems. Check daily tasks on company IT systems, chase any outstanding entries, and obtain quotations as required for corporate clients in response to internal or external requests. Produce valuations for clients as required, taking into account each client's service standard, and accurately record all valuations and related notes on company IT systems. Update client Factfinds on the IT system after meetings, prepare clients' portfolios, set up all required information, and instigate PFP access with each client as appropriate. Chase Initial fees from providers to ensure company cash flow is not detrimentally impacted, and run and analyze client profit and loss reports to identify any areas where required income or fees are not being achieved. Cover reception when required to provide a professional and welcoming service, maintaining a tidy and organized client-facing area consistent with company standards. Identify any training and development needs required to meet the responsibilities of your role, and complete any additional tasks requested from time to time by management. Act as a Consumer Duty Champion on committees and across the business, ensuring decisions and priorities are aligned with Consumer Duty principles and supporting the implementation and annual review of the Consumer Duty framework. Your Skills Demonstrated experience with Basic Word, Excel and Outlook, using these tools confidently for document preparation, data handling, email, and calendar management in a professional environment. Excellent customer service skills (both internal and external), with the ability to manage client and colleague interactions professionally, tactfully, and in a manner that supports long-term business relationships. Excellent written and verbal communication skills, enabling you to draft clear correspondence, explain information accurately, and communicate effectively with providers, clients, colleagues, and management. Strong interpersonal skills, including the ability to work collaboratively, provide constructive feedback, recognize others' achievements, and avoid office politics or gossip in day-to-day interactions. At least 2 years relevant administrative experience, ideally within financial services or a similar professional environment, with evidence of working to defined processes and service standards. Willingness to participate in learning opportunities/events outside of usual work hours, demonstrating a proactive approach to maintaining product knowledge, system knowledge, and ongoing professional development. Business-like approach in both appearance and conduct, consistently behaving professionally, maintaining confidentiality regarding clients and colleagues, and not bringing the company into disrepute. Strong organizational skills, including the ability to prioritize daily activities, keep work and client areas clean and tidy, and respond efficiently and effectively to queries while meeting agreed SLA's. Proactive problem-solving mindset, taking ownership to minimize problems, researching solutions to challenges or issues, and maintaining a positive attitude to change and a 'Can Do' attitude. Flexible approach to tasks and working hours to ensure work is completed and business needs are met, fully supporting the Directors/Management Team and aligning your workload with the company's business strategy and goals. Benefits Annual leave is 22 days holidays + bank holidays + currently 3 additional days off between Christmas and New Year, providing a clearly defined and structured entitlement. The role is covered by a Death In service Scheme, offering a specified company-backed benefit in the event of employee death. Retirement provision includes a 3% company contribution Pension Scheme, giving a clearly stated employer pension contribution level. 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.
Jun 18, 2026
Full time
Job title: Client Services Assistant Location: Kendal Adecco is recruiting an Experienced Client Services Assistant to provide comprehensive administrative and client support. In this position, you will work closely with Financial Planners and Relationship Managers, under the guidance of the Manager of HR & Administration, ensuring that all activity aligns with responsible business practices and Consumer Duty principles. What You Will Do? Process new business, incremental business, surrenders, encashment, switches, and alterations to policies using company IT systems, ensuring accurate and timely completion. Follow each case from start to finish, issue policy documents and contract notes, and keep all company IT systems fully updated, including uploading and maintaining all scanned documents. Co-ordinate with providers regarding clients' change of address, Appointment/retirement of trustees, and any death cases, including liaison with legal parties where necessary. Prepare client files for Financial Planners, update client information on the IT system before meetings, insert the correct client pack, and highlight any outstanding compliance requirements in advance. Collate documents and illustrations for the financial plan, send and collate letters of authority and policy information, and obtain policy information and literature from the internet and other available sources. Handle enquiries from insurance companies and clients as far as possible, providing accurate information, escalating where appropriate, and recording relevant details on company IT systems. Check daily tasks on company IT systems, chase any outstanding entries, and obtain quotations as required for corporate clients in response to internal or external requests. Produce valuations for clients as required, taking into account each client's service standard, and accurately record all valuations and related notes on company IT systems. Update client Factfinds on the IT system after meetings, prepare clients' portfolios, set up all required information, and instigate PFP access with each client as appropriate. Chase Initial fees from providers to ensure company cash flow is not detrimentally impacted, and run and analyze client profit and loss reports to identify any areas where required income or fees are not being achieved. Cover reception when required to provide a professional and welcoming service, maintaining a tidy and organized client-facing area consistent with company standards. Identify any training and development needs required to meet the responsibilities of your role, and complete any additional tasks requested from time to time by management. Act as a Consumer Duty Champion on committees and across the business, ensuring decisions and priorities are aligned with Consumer Duty principles and supporting the implementation and annual review of the Consumer Duty framework. Your Skills Demonstrated experience with Basic Word, Excel and Outlook, using these tools confidently for document preparation, data handling, email, and calendar management in a professional environment. Excellent customer service skills (both internal and external), with the ability to manage client and colleague interactions professionally, tactfully, and in a manner that supports long-term business relationships. Excellent written and verbal communication skills, enabling you to draft clear correspondence, explain information accurately, and communicate effectively with providers, clients, colleagues, and management. Strong interpersonal skills, including the ability to work collaboratively, provide constructive feedback, recognize others' achievements, and avoid office politics or gossip in day-to-day interactions. At least 2 years relevant administrative experience, ideally within financial services or a similar professional environment, with evidence of working to defined processes and service standards. Willingness to participate in learning opportunities/events outside of usual work hours, demonstrating a proactive approach to maintaining product knowledge, system knowledge, and ongoing professional development. Business-like approach in both appearance and conduct, consistently behaving professionally, maintaining confidentiality regarding clients and colleagues, and not bringing the company into disrepute. Strong organizational skills, including the ability to prioritize daily activities, keep work and client areas clean and tidy, and respond efficiently and effectively to queries while meeting agreed SLA's. Proactive problem-solving mindset, taking ownership to minimize problems, researching solutions to challenges or issues, and maintaining a positive attitude to change and a 'Can Do' attitude. Flexible approach to tasks and working hours to ensure work is completed and business needs are met, fully supporting the Directors/Management Team and aligning your workload with the company's business strategy and goals. Benefits Annual leave is 22 days holidays + bank holidays + currently 3 additional days off between Christmas and New Year, providing a clearly defined and structured entitlement. The role is covered by a Death In service Scheme, offering a specified company-backed benefit in the event of employee death. Retirement provision includes a 3% company contribution Pension Scheme, giving a clearly stated employer pension contribution level. 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.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Corporate Sales Administrator required for Automotive Fleet Dealership based in Stockport! The position is full-time and permanent, with 33 days annual leave. For your hard work as a Sales Administrator for our Motor Trade Client you can expect a salary of up to £25,000. Benefits for the Successful Corporate Sales Administrator: Enjoy 33 days of annual leave (including bank holidays) Access exclusive retail discounts, plus savings on new and used cars and servicing offers Benefit from a company pension scheme to help you plan for the future Take advantage of family-friendly policies designed to support a better work-life balance Use a cycle-to-work scheme to help commute for less Prioritise wellbeing with 24/7 access to healthcare professionals Earn additional value with a paid day to volunteer in your community Save more with a company share purchase plan and receive financial rewards for referrals Grow with ongoing training and development opportunities Receive life assurance, with the option to increase cover Opportunity for flexible working options, where appropriate Duties of the Vehicle Sales Administrator: Doing the administration for all new and used vehicles sold Stock Control Vehicle Taxing and Registration Invoice General Administration duties for the Car Sales Executive Requirements of the Corporate Sales Administrator: Sales Administrator experience within a busy Car Sales Business Experience with using Motor Trade specific CRMs The ability to work well under pressure Keen attention to detail Contact Paul Martin, Automotive Recruitment Specialist at Perfect Placement covering Stockport and Greater Manchester, today to discover more about this fantastic opportunity. Perfect Placement are the UK s Leading Automotive Recruitment Agency so if you are looking for a job within the Motor Trade be sure to contact us today. Perfect Placement UK Ltd See our website for details
Jun 18, 2026
Full time
Corporate Sales Administrator required for Automotive Fleet Dealership based in Stockport! The position is full-time and permanent, with 33 days annual leave. For your hard work as a Sales Administrator for our Motor Trade Client you can expect a salary of up to £25,000. Benefits for the Successful Corporate Sales Administrator: Enjoy 33 days of annual leave (including bank holidays) Access exclusive retail discounts, plus savings on new and used cars and servicing offers Benefit from a company pension scheme to help you plan for the future Take advantage of family-friendly policies designed to support a better work-life balance Use a cycle-to-work scheme to help commute for less Prioritise wellbeing with 24/7 access to healthcare professionals Earn additional value with a paid day to volunteer in your community Save more with a company share purchase plan and receive financial rewards for referrals Grow with ongoing training and development opportunities Receive life assurance, with the option to increase cover Opportunity for flexible working options, where appropriate Duties of the Vehicle Sales Administrator: Doing the administration for all new and used vehicles sold Stock Control Vehicle Taxing and Registration Invoice General Administration duties for the Car Sales Executive Requirements of the Corporate Sales Administrator: Sales Administrator experience within a busy Car Sales Business Experience with using Motor Trade specific CRMs The ability to work well under pressure Keen attention to detail Contact Paul Martin, Automotive Recruitment Specialist at Perfect Placement covering Stockport and Greater Manchester, today to discover more about this fantastic opportunity. Perfect Placement are the UK s Leading Automotive Recruitment Agency so if you are looking for a job within the Motor Trade be sure to contact us today. Perfect Placement UK Ltd See our website for details
