The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. About the Role We're looking for a Mortgage & Protection Administrator to join our friendly and growing Mortgage Team based in our office Melbourn, Cambridgeshire, near Royston . This is a fantastic opportunity for someone with at least one year's experience in a Mortgage administration role, who is working towards (or keen to start) CeMAP, and is genuinely interested in building a long-term career in the mortgage and wider financial planning world. You'll be part of a close-knit team of around six advisers and administrators, known for being supportive, collaborative and welcoming - a motivated team who enjoy sharing knowledge and developing together. Why Join Us? This role is ideal if you're looking to break into the mortgage market or take the next step in your career. We actively support and encourage progression, with clear opportunities to move into: Mortgage Adviser Mortgage & Protection Specialist Wider Financial Planning (FP) roles We believe in developing well-rounded professionals and regularly support individuals who want to expand into the broader financial planning world, beyond mortgages alone. Responsibilities Providing full administrative support to mortgage and protection advisers Managing client documentation and maintaining accurate records Liaising with clients, lenders, insurers and third parties professionally Supporting the mortgage application process from submission through to completion Ensuring a high standard of client service at all times Assisting with compliance and internal processes, in line with FCA requirements About you Minimum 1 year's experience in Mortgage administration Working towards CeMAP (or motivated to start) Strong organisational skills with excellent attention to detail Confident communicator, comfortable dealing with clients and stakeholders A team player who enjoys working collaboratively in an office-based environment Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Jun 13, 2026
Full time
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. About the Role We're looking for a Mortgage & Protection Administrator to join our friendly and growing Mortgage Team based in our office Melbourn, Cambridgeshire, near Royston . This is a fantastic opportunity for someone with at least one year's experience in a Mortgage administration role, who is working towards (or keen to start) CeMAP, and is genuinely interested in building a long-term career in the mortgage and wider financial planning world. You'll be part of a close-knit team of around six advisers and administrators, known for being supportive, collaborative and welcoming - a motivated team who enjoy sharing knowledge and developing together. Why Join Us? This role is ideal if you're looking to break into the mortgage market or take the next step in your career. We actively support and encourage progression, with clear opportunities to move into: Mortgage Adviser Mortgage & Protection Specialist Wider Financial Planning (FP) roles We believe in developing well-rounded professionals and regularly support individuals who want to expand into the broader financial planning world, beyond mortgages alone. Responsibilities Providing full administrative support to mortgage and protection advisers Managing client documentation and maintaining accurate records Liaising with clients, lenders, insurers and third parties professionally Supporting the mortgage application process from submission through to completion Ensuring a high standard of client service at all times Assisting with compliance and internal processes, in line with FCA requirements About you Minimum 1 year's experience in Mortgage administration Working towards CeMAP (or motivated to start) Strong organisational skills with excellent attention to detail Confident communicator, comfortable dealing with clients and stakeholders A team player who enjoys working collaboratively in an office-based environment Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
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 13, 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
Financial Services Administrator We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team. Key Attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. Tasks and responsibilities Carrying out admin tasks in support of the sales process and client review process. Communicating effectively with clients by letter, e-mail and telephone regarding their business Shows initiative and judgement when administering work. Is organised and prioritises work well. A good understanding of the sales process and client review process. Ability to use back office systems such as Intelliflo and to maintain the client records on them. Understanding how investment platforms work and how to read fund valuations in client portfolios. Maintaining client files and record keeping to a good quality. Understanding the compliance issues, guidance, manual, logs and processes. Processing of new business applications, including checks to confirm the documentation is correct. Understanding the regulator requirements relating to independent financial advisers. Creating and processing fund switch reports. Investment Reviews kept up to date and completed accurately. Ideally, some experience of supporting paraplanners to prepare simple suitability reports. Preparing documents to send to paraplanners such as factfind, risk assessments (including capacity for loss, knowledge and experience discussions etc, existing scheme information, illustrations and soft facts that cover the client's objectives, what is being recommended and why it is suitable. Qualifications: A minimum 2 year's experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.
Jun 13, 2026
Full time
Financial Services Administrator We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team. Key Attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. Tasks and responsibilities Carrying out admin tasks in support of the sales process and client review process. Communicating effectively with clients by letter, e-mail and telephone regarding their business Shows initiative and judgement when administering work. Is organised and prioritises work well. A good understanding of the sales process and client review process. Ability to use back office systems such as Intelliflo and to maintain the client records on them. Understanding how investment platforms work and how to read fund valuations in client portfolios. Maintaining client files and record keeping to a good quality. Understanding the compliance issues, guidance, manual, logs and processes. Processing of new business applications, including checks to confirm the documentation is correct. Understanding the regulator requirements relating to independent financial advisers. Creating and processing fund switch reports. Investment Reviews kept up to date and completed accurately. Ideally, some experience of supporting paraplanners to prepare simple suitability reports. Preparing documents to send to paraplanners such as factfind, risk assessments (including capacity for loss, knowledge and experience discussions etc, existing scheme information, illustrations and soft facts that cover the client's objectives, what is being recommended and why it is suitable. Qualifications: A minimum 2 year's experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.
Mortgage Administrator Location: City of London - Hybrid, 3 days per week office based Salary: Up to £33k Basic + Excellent Bonus Potential+ Benefits A fantastic opportunity is available for an experienced Mortgage Administrator to join our client, an award-winning financial services brokerage based in The City. This is a social, busy and fast paced environment offering a great career path and professional development. You will be responsible for support a team of Mortgage Brokers, administering mortgage administration through to completion, liaising with clients, solicitors, lenders etc. Applicants will need to be highly professional, being comfortable dealing with a wide range of clientele, including High Net Worth and UHNW individuals. Responsibilities: Administering mortgage applications through to completion. Regular liaison with lenders to obtain updates on applicant status and proactively progress mortgage applications through to offer. Skills & Experience Required: A minimum of 18 months mortgage administration experience. Experience of managing mortgage applications from offer through to completion Ability to resolve problems quickly & efficiently. Outstanding communication skills at all levels, both written and oral. Demonstrate a confident telephone manner & excellent customer service. A team player with ability to use own initiative.
Jun 13, 2026
Full time
Mortgage Administrator Location: City of London - Hybrid, 3 days per week office based Salary: Up to £33k Basic + Excellent Bonus Potential+ Benefits A fantastic opportunity is available for an experienced Mortgage Administrator to join our client, an award-winning financial services brokerage based in The City. This is a social, busy and fast paced environment offering a great career path and professional development. You will be responsible for support a team of Mortgage Brokers, administering mortgage administration through to completion, liaising with clients, solicitors, lenders etc. Applicants will need to be highly professional, being comfortable dealing with a wide range of clientele, including High Net Worth and UHNW individuals. Responsibilities: Administering mortgage applications through to completion. Regular liaison with lenders to obtain updates on applicant status and proactively progress mortgage applications through to offer. Skills & Experience Required: A minimum of 18 months mortgage administration experience. Experience of managing mortgage applications from offer through to completion Ability to resolve problems quickly & efficiently. Outstanding communication skills at all levels, both written and oral. Demonstrate a confident telephone manner & excellent customer service. A team player with ability to use own initiative.
Protection Administrator / Sales Support Camberley Full-Time Permanent Monday Friday 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Protection Administrator / Sales Support to join our client based in their Camberley Branch. Protection Administration Manage protection applications from submission through to policies being placed on risk. Liaise with providers to monitor progress and resolve any issues during underwriting. Proactively chase outstanding requirements, including medical evidence and GP reports. Keep advisers updated on case progress and any provider requirements. Ensure accurate updates are recorded on internal systems and CRM. Maintain clear audit trails and ensure documentation is stored correctly. Client Communication Contact clients where additional information or documentation is required. Provide updates to clients on the progress of their applications. Assist clients with completion of documentation including trust forms. Support the referral process for wills and estate planning services where appropriate. Sales Support Support Protection Advisers by contacting new and existing leads. Attempt to reconnect with clients who: Have not yet responded to previous contact attempts Previously declined advice but may benefit from a review Identify and hot-key high priority leads for advisers. Book appointments into adviser diaries and confirm client availability. Conduct initial information gathering with clients ahead of adviser appointments to improve efficiency of advice meetings. Buildings & Contents Insurance Sales Contact existing clients to discuss their Buildings and Contents Insurance needs at appropriate stages of the mortgage journey and renewal cycle. Identify opportunities from the existing client bank, referrals, outbound campaigns, and internal handovers. Gather relevant client information to obtain quotations and present suitable options. Follow up quotations and outstanding opportunities to maximise conversion rates. Convert warm leads into completed sales in line with agreed targets and service standards. Maintain accurate records of quotes, sales activity, and client outcomes on internal systems. Work closely with advisers and colleagues to maximise cross-sale opportunities. Deliver excellent customer service, ensuring products are presented fairly and transparently. Client Retention Contact clients who have cancelled or lapsed protection policies to understand the reason and identify opportunities for review. Support advisers with re-engaging clients where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture. Skills & Experience Essential Strong administrative and organisational skills Excellent telephone manner and client communication skills Ability to manage multiple cases and tasks simultaneously High attention to detail Comfortable working with internal systems and CRM platforms Desirable Experience within mortgage or protection administration Understanding of protection products (Life Cover, Critical Illness, Income Protection) Experience liaising with insurers and underwriting teams Required Qualifications 4 GCSEs grade 4 / C and above Personal Attributes Professional and client-focused approach Proactive and self-motivated Strong problem-solving skills Ability to work effectively in a fast-paced environment By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
Jun 12, 2026
Full time
Protection Administrator / Sales Support Camberley Full-Time Permanent Monday Friday 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Protection Administrator / Sales Support to join our client based in their Camberley Branch. Protection Administration Manage protection applications from submission through to policies being placed on risk. Liaise with providers to monitor progress and resolve any issues during underwriting. Proactively chase outstanding requirements, including medical evidence and GP reports. Keep advisers updated on case progress and any provider requirements. Ensure accurate updates are recorded on internal systems and CRM. Maintain clear audit trails and ensure documentation is stored correctly. Client Communication Contact clients where additional information or documentation is required. Provide updates to clients on the progress of their applications. Assist clients with completion of documentation including trust forms. Support the referral process for wills and estate planning services where appropriate. Sales Support Support Protection Advisers by contacting new and existing leads. Attempt to reconnect with clients who: Have not yet responded to previous contact attempts Previously declined advice but may benefit from a review Identify and hot-key high priority leads for advisers. Book appointments into adviser diaries and confirm client availability. Conduct initial information gathering with clients ahead of adviser appointments to improve efficiency of advice meetings. Buildings & Contents Insurance Sales Contact existing clients to discuss their Buildings and Contents Insurance needs at appropriate stages of the mortgage journey and renewal cycle. Identify opportunities from the existing client bank, referrals, outbound campaigns, and internal handovers. Gather relevant client information to obtain quotations and present suitable options. Follow up quotations and outstanding opportunities to maximise conversion rates. Convert warm leads into completed sales in line with agreed targets and service standards. Maintain accurate records of quotes, sales activity, and client outcomes on internal systems. Work closely with advisers and colleagues to maximise cross-sale opportunities. Deliver excellent customer service, ensuring products are presented fairly and transparently. Client Retention Contact clients who have cancelled or lapsed protection policies to understand the reason and identify opportunities for review. Support advisers with re-engaging clients where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture. Skills & Experience Essential Strong administrative and organisational skills Excellent telephone manner and client communication skills Ability to manage multiple cases and tasks simultaneously High attention to detail Comfortable working with internal systems and CRM platforms Desirable Experience within mortgage or protection administration Understanding of protection products (Life Cover, Critical Illness, Income Protection) Experience liaising with insurers and underwriting teams Required Qualifications 4 GCSEs grade 4 / C and above Personal Attributes Professional and client-focused approach Proactive and self-motivated Strong problem-solving skills Ability to work effectively in a fast-paced environment By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
My client is a very well established, thriving, directly authorised, independent Mortgage and Protection Brokerage. The company's main aim is to provide the best, most impartial and tailored advice available to its clientele.The company are currently keen to recruit an additional employed Mortgage and Protection Administrator to join their established team based within Stanmore, Middlesex. Within this position you will primarily handle Residential and BTL mortgage cases, plus associated protection business. However, you will also have the opportunity to progress your knowledge into the Commercial Mortgage, Bridging Finance and Development Finance sectors. This role is based within a Stanmore, Middlesex office with great public transport links, whilst there is also free car parking available on-site. The working hours within this role are Monday to Friday from 8:30am to 5pm (including a 1 hour lunch break each day). In addition to the large existing base of established clients that the company have, they also gain numerous new client referrals/recommendations and enquiries each week. In addition to this, the company regularly gain additional new business from third party client introducer businesses and also as a result of their marketing campaigns. Several of the businesses client leads are of a HNW nature. Within this employed position, key role features include; You will liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion. You will provide excellent levels of service to clients. You will use your strong administrative skills to ensure that records are thorough and up to date. You will use various lenders online platforms/portals to submit Residential & BTL mortgage cases suitably. You will use various protection providers online platforms/portals to submit insurance cases suitably. You will write suitability letters. Gathering original documents from clients, as required by the lenders. Ensuring all work meets the required FCA compliance standards. You will work within a dynamic, growing business, which has a professional environment, and you will join a successful, friendly and helpful team. The company will support you with further career development opportunities in the future including training to additionally administer Commercial Mortgage, Bridging Finance and Development Finance cases and the possibility of becoming a Team Leader/Team Manager there. Key candidate attributes: Strong Mortgage Administration experience. Great organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary, likely to range between £28,000 and £35,000 (dependent upon your level of experience). Employee benefits include a pension and private medical insurance. If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Jun 12, 2026
Full time
My client is a very well established, thriving, directly authorised, independent Mortgage and Protection Brokerage. The company's main aim is to provide the best, most impartial and tailored advice available to its clientele.The company are currently keen to recruit an additional employed Mortgage and Protection Administrator to join their established team based within Stanmore, Middlesex. Within this position you will primarily handle Residential and BTL mortgage cases, plus associated protection business. However, you will also have the opportunity to progress your knowledge into the Commercial Mortgage, Bridging Finance and Development Finance sectors. This role is based within a Stanmore, Middlesex office with great public transport links, whilst there is also free car parking available on-site. The working hours within this role are Monday to Friday from 8:30am to 5pm (including a 1 hour lunch break each day). In addition to the large existing base of established clients that the company have, they also gain numerous new client referrals/recommendations and enquiries each week. In addition to this, the company regularly gain additional new business from third party client introducer businesses and also as a result of their marketing campaigns. Several of the businesses client leads are of a HNW nature. Within this employed position, key role features include; You will liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion. You will provide excellent levels of service to clients. You will use your strong administrative skills to ensure that records are thorough and up to date. You will use various lenders online platforms/portals to submit Residential & BTL mortgage cases suitably. You will use various protection providers online platforms/portals to submit insurance cases suitably. You will write suitability letters. Gathering original documents from clients, as required by the lenders. Ensuring all work meets the required FCA compliance standards. You will work within a dynamic, growing business, which has a professional environment, and you will join a successful, friendly and helpful team. The company will support you with further career development opportunities in the future including training to additionally administer Commercial Mortgage, Bridging Finance and Development Finance cases and the possibility of becoming a Team Leader/Team Manager there. Key candidate attributes: Strong Mortgage Administration experience. Great organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary, likely to range between £28,000 and £35,000 (dependent upon your level of experience). Employee benefits include a pension and private medical insurance. If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Part-time Mortgage Administrator Spider is advertising on behalf of a growing and successful mortgage advisory business that is looking to recruit a Mortgage Administrator to join their team based in Ipswich, Suffolk on a part-time basis, working 14 hours per week. Fantastic company benefits include: Competitive Salary:£13.50 - £15.00 per hour, depending on experience Holiday: 10 days annual leave Additional: Flexible working hours to suit the right candidate, with the potential for additional hours in the future as the business continues to grow About the role As a Mortgage Administrator, you will play a key role in supporting Mortgage Brokers throughout the mortgage application process, from initial enquiry through to completion. This is an excellent opportunity to join a supportive and expanding business where your contribution will make a real difference to both the team and clients. The role offers flexibility around working hours and would suit an organised, proactive individual who enjoys working in a fast-paced environment. Main Duties & Responsibilities will include: Manage and maintain accurate borrower, loan, and application records, ensuring all documentation is up to date and compliant Provide administrative support throughout the mortgage process, including preparing correspondence, emails, and documentation Liaise with solicitors, lenders, valuers, financial advisers, and other third parties to progress applications through to completion Respond to enquiries and build strong relationships with clients and professional stakeholders, delivering excellent customer service Support compliance requirements and ensure mortgage applications are processed efficiently and in line with industry regulations About you: The ideal candidate will have previous administration or customer service experience and a genuine interest in the financial services sector. You will be highly organised, with excellent attention to detail and the ability to manage multiple tasks effectively. As a Mortgage Administrator, you will be a confident communicator with strong interpersonal skills and enjoy building positive working relationships with clients and professional contacts alike. A proactive approach, willingness to learn, and the ability to adapt to changing priorities are essential. Most importantly, you'll be a positive team player who enjoys contributing to a supportive and collaborative working environment. About them: They pride themselves on maintaining a supportive, team-focused culture where colleagues work collaboratively, support one another, and enjoy what they do. It's an environment where people work hard to deliver excellent results for clients while maintaining a positive, friendly, and enjoyable workplace. If you have the relevant skills and experience for this part-time Mortgage Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you. They are an equal opportunity employer and welcomes applicants from all backgrounds. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments. Please check your email inbox and spam/junk mail folder for any email correspondence for this role. This vacancy is being advertised and handled through Spider. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.
Jun 12, 2026
Full time
Part-time Mortgage Administrator Spider is advertising on behalf of a growing and successful mortgage advisory business that is looking to recruit a Mortgage Administrator to join their team based in Ipswich, Suffolk on a part-time basis, working 14 hours per week. Fantastic company benefits include: Competitive Salary:£13.50 - £15.00 per hour, depending on experience Holiday: 10 days annual leave Additional: Flexible working hours to suit the right candidate, with the potential for additional hours in the future as the business continues to grow About the role As a Mortgage Administrator, you will play a key role in supporting Mortgage Brokers throughout the mortgage application process, from initial enquiry through to completion. This is an excellent opportunity to join a supportive and expanding business where your contribution will make a real difference to both the team and clients. The role offers flexibility around working hours and would suit an organised, proactive individual who enjoys working in a fast-paced environment. Main Duties & Responsibilities will include: Manage and maintain accurate borrower, loan, and application records, ensuring all documentation is up to date and compliant Provide administrative support throughout the mortgage process, including preparing correspondence, emails, and documentation Liaise with solicitors, lenders, valuers, financial advisers, and other third parties to progress applications through to completion Respond to enquiries and build strong relationships with clients and professional stakeholders, delivering excellent customer service Support compliance requirements and ensure mortgage applications are processed efficiently and in line with industry regulations About you: The ideal candidate will have previous administration or customer service experience and a genuine interest in the financial services sector. You will be highly organised, with excellent attention to detail and the ability to manage multiple tasks effectively. As a Mortgage Administrator, you will be a confident communicator with strong interpersonal skills and enjoy building positive working relationships with clients and professional contacts alike. A proactive approach, willingness to learn, and the ability to adapt to changing priorities are essential. Most importantly, you'll be a positive team player who enjoys contributing to a supportive and collaborative working environment. About them: They pride themselves on maintaining a supportive, team-focused culture where colleagues work collaboratively, support one another, and enjoy what they do. It's an environment where people work hard to deliver excellent results for clients while maintaining a positive, friendly, and enjoyable workplace. If you have the relevant skills and experience for this part-time Mortgage Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you. They are an equal opportunity employer and welcomes applicants from all backgrounds. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments. Please check your email inbox and spam/junk mail folder for any email correspondence for this role. This vacancy is being advertised and handled through Spider. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.
IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOE London, City (near Cannon Street) 2 days hybrid after probation Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere. About the Company This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning. They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management. We've placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients. This is a varied and structured position where you'll be involved in the full client journey, not just administrative tasks. You'll be trusted to manage your own workflow while working closely with colleagues across the business. Producing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems such as Intelliflo and Concert Hub Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload Ideally studying towards the Diploma in Financial Planning, or keen to start Salary & Benefits £34,000 - £38,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that genuinely invests in its people. There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time. After an initial couple of years in this role - they have various career development pathways you can look at. You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Jun 12, 2026
Full time
IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOE London, City (near Cannon Street) 2 days hybrid after probation Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere. About the Company This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning. They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management. We've placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients. This is a varied and structured position where you'll be involved in the full client journey, not just administrative tasks. You'll be trusted to manage your own workflow while working closely with colleagues across the business. Producing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems such as Intelliflo and Concert Hub Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload Ideally studying towards the Diploma in Financial Planning, or keen to start Salary & Benefits £34,000 - £38,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that genuinely invests in its people. There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time. After an initial couple of years in this role - they have various career development pathways you can look at. You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Tenancy Administrator • Monday to Friday 8.30am to 5.30pm (no weekends). • Hybrid working will only become effective upon completion of initial probationary period normally 6 months so you must be able to travel to Chelmsford during the probation period. Thereafter, hybrid working will commence working 3 days at home one week and 2 days the next. A total of 10 days at home every 4 weeks. • A fantastic opportunity for an experienced Tenancy Administrator to join a Lettings Department to provide vital support to our Tenancy team. Tenancy Administrator • Liaise with Lettings Branch Managers to obtain and assess rent review recommendations. • Manage the landlord rent review correspondence via DocuSign. • Download and process landlord instructions for the coordinators to action. • Prepare figures and supporting data for rent review recommendations and tribunal cases. • Assist with the preparation and management of rent review tribunal cases • Process general enquiries from landlords and tenants. • Maintain accurate and up-to-date property records on the internal CRM system. • Provide administrative support to the team. • Process and manage rent review data between Microsoft Excel and the CRM system. • Assist with the preparation of tenancy notices. Tenancy Administrator • Previous experience within Residential Lettings. • Proactive can do attitude, with exceptional organisational skills and able to prioritise effectively. • Excellent communication skills, both written and verbal. • You will be a personable, team player, with a professional approach. • Retain a strong attention to detail. • IT proficient, you will be familiar with MS Office packages and able to learn quickly. Tenancy Administrator • Hours of work Monday to Friday 8.30am to 5.30pm (no weekends). Hybrid - 3 days at home one week and 2 days the next. • A total of 10 days at home per every 4 weeks. • Hybrid working will become effective upon completion of initial probationary period (normally 6 months). • All candidates will work 5 days a week in Chelmsford up until this point. Tenancy Administrator • Basic salary circa £26,000 to £28,000 depending on relevant experience and will increase over time with progression. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positionswithin the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Jun 12, 2026
Full time
Tenancy Administrator • Monday to Friday 8.30am to 5.30pm (no weekends). • Hybrid working will only become effective upon completion of initial probationary period normally 6 months so you must be able to travel to Chelmsford during the probation period. Thereafter, hybrid working will commence working 3 days at home one week and 2 days the next. A total of 10 days at home every 4 weeks. • A fantastic opportunity for an experienced Tenancy Administrator to join a Lettings Department to provide vital support to our Tenancy team. Tenancy Administrator • Liaise with Lettings Branch Managers to obtain and assess rent review recommendations. • Manage the landlord rent review correspondence via DocuSign. • Download and process landlord instructions for the coordinators to action. • Prepare figures and supporting data for rent review recommendations and tribunal cases. • Assist with the preparation and management of rent review tribunal cases • Process general enquiries from landlords and tenants. • Maintain accurate and up-to-date property records on the internal CRM system. • Provide administrative support to the team. • Process and manage rent review data between Microsoft Excel and the CRM system. • Assist with the preparation of tenancy notices. Tenancy Administrator • Previous experience within Residential Lettings. • Proactive can do attitude, with exceptional organisational skills and able to prioritise effectively. • Excellent communication skills, both written and verbal. • You will be a personable, team player, with a professional approach. • Retain a strong attention to detail. • IT proficient, you will be familiar with MS Office packages and able to learn quickly. Tenancy Administrator • Hours of work Monday to Friday 8.30am to 5.30pm (no weekends). Hybrid - 3 days at home one week and 2 days the next. • A total of 10 days at home per every 4 weeks. • Hybrid working will become effective upon completion of initial probationary period (normally 6 months). • All candidates will work 5 days a week in Chelmsford up until this point. Tenancy Administrator • Basic salary circa £26,000 to £28,000 depending on relevant experience and will increase over time with progression. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positionswithin the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Job Title: Senior IFA Administrator Industry: Financial Services Location: Leeds Salary: £30,000 - £40,000 Hybrid: Flexibility Are you an experienced Senior IFA Administrator with a background in an Independent Financial Adviser (IFA) practice? Recruit UK are working on an excellent opportunity for a Senior IFA Administrator position in Leeds to join a leading forward thinking Independent Financial Advice firm. They are looking for an experienced Senior IFA Administrator who will provide high-quality administrative support to them, enabling the delivery of strong client outcomes. The Role: Processing new business (including investments, pensions, mortgages, and life policies) Handling client servicing requests (e.g., switches, rebalances, withdrawals) Managing policy enquiries and client correspondence Providing administrative support: handling calls, managing post, typing documents, and greeting clients As a Senior IFA Administrator you will help and collaborate effectively with your colleagues What's in it for you: Basic Salary up to £40,000 + Bonuses Excellent Benefits Hybrid + Flex working Friendly team Pension Generous Study/Training Program Study support towards Level 4 Diploma Skills and experience required: 3 years+ Financial Planning Administration experience Consider applicants who are currently IFA administrators and doing senior work Benefits: Health Insurance 25 days holidays + Bank holidays, (days in between Christmas) Pension Study support towards level 4 35hrs week Free car parking About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Independent Financial Advice firm based in Durham on an IFA Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Jun 12, 2026
Full time
Job Title: Senior IFA Administrator Industry: Financial Services Location: Leeds Salary: £30,000 - £40,000 Hybrid: Flexibility Are you an experienced Senior IFA Administrator with a background in an Independent Financial Adviser (IFA) practice? Recruit UK are working on an excellent opportunity for a Senior IFA Administrator position in Leeds to join a leading forward thinking Independent Financial Advice firm. They are looking for an experienced Senior IFA Administrator who will provide high-quality administrative support to them, enabling the delivery of strong client outcomes. The Role: Processing new business (including investments, pensions, mortgages, and life policies) Handling client servicing requests (e.g., switches, rebalances, withdrawals) Managing policy enquiries and client correspondence Providing administrative support: handling calls, managing post, typing documents, and greeting clients As a Senior IFA Administrator you will help and collaborate effectively with your colleagues What's in it for you: Basic Salary up to £40,000 + Bonuses Excellent Benefits Hybrid + Flex working Friendly team Pension Generous Study/Training Program Study support towards Level 4 Diploma Skills and experience required: 3 years+ Financial Planning Administration experience Consider applicants who are currently IFA administrators and doing senior work Benefits: Health Insurance 25 days holidays + Bank holidays, (days in between Christmas) Pension Study support towards level 4 35hrs week Free car parking About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Independent Financial Advice firm based in Durham on an IFA Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Lettings Manager Basic Salary £28,000 - £29,000 On Target Earnings: £50,000 Car Allowance or a Company Car Work Pattern: 5 days per week including some Saturdays (3 on, 1 off) Additional Benefits: 33 days paid Holiday, plus an extra day off for your birthday, Pension, Life Insurance, Phone Allowance, Company Rewards and Incentives, Structured Career Path. Lettings Manager Are you an OUTSTANDING Lettings Professional seeking a new challenge? Our client offers quality Letting Agents the platform to earn a great salary and become part of a rapidly growing part of their business. If you have the skill and ambition to work with a renowned, forward thinking operation, then you could be the perfect fit! Lettings Manager - What's in it for you? A competitive salary package (see below) with uncapped rewards and a brilliant career path. A company car or car allowance. Holiday Commission, 33 days paid Holiday, Private Healthcare, Pension, Life Insurance, Company Rewards and Incentives, Employee Assistance Scheme. A company that values customers and colleagues alike (currently 4.8/5 on TrustPilot). A company that listens to its colleagues from yearly staff survey feedback (see our website for results of 90%+) A company that invests in its people from Day 1 with the best ongoing training and development. Ongoing professional continuous development with like-minded people who are keen to share their experiences to help you be "the best you can be". A company that embraces change and moves with the times. Access to up-to-date company communication via social media and WhatsApp groups. Being encouraged and sponsored to actively take part in charity and community events and really giving something back. Lettings Manager - Qualities you will demonstrate: An ability to build great relationships where customers really buy in to you as a person and a fantastic record for turning valuations into listings and lets. Drive and determination together with plenty of get up and go together with pace, passion, and enthusiasm! Ambitious and self-motivated with the ability to work in a pressurised environment. You will have to work hard to keep up with the challenges you will face and be focused on turning the "ordinary" into the "extraordinary". Getting stuck in and making things happen. And yes, you will be the type of person that has a genuine interest in people and helping them on their forwards journey and seeing their eyes light up when they secure their perfect home! Our company values are central to our ethos, and we work with customers and colleagues alike treating them with courtesy, honesty, trust, and respect. You too will need a great work ethic and matching values with heaps of positivity and energy. You will need a full driving licence. Lettings Manager - The Role: Customer experience starts with YOU! In providing that personal, professional lettings expertise and advice, you help us make sure our customers get the best possible service at all times. Managing your own business both in relation to profitability and business development. Motivate, inspire, and manage your team, running morning meetings and coaching sessions. Successfully list a targeted number of properties, advising and helping our landlords let their homes for the best price and with the best service and support possible. Keep abreast of current market conditions and have a good knowledge of your local market developing a reputation for being an expert in your field. Work closely with your team, downloading new properties that you have brought to the market and agreeing a suitable strategy to match up potential tenants. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 12, 2026
Full time
Lettings Manager Basic Salary £28,000 - £29,000 On Target Earnings: £50,000 Car Allowance or a Company Car Work Pattern: 5 days per week including some Saturdays (3 on, 1 off) Additional Benefits: 33 days paid Holiday, plus an extra day off for your birthday, Pension, Life Insurance, Phone Allowance, Company Rewards and Incentives, Structured Career Path. Lettings Manager Are you an OUTSTANDING Lettings Professional seeking a new challenge? Our client offers quality Letting Agents the platform to earn a great salary and become part of a rapidly growing part of their business. If you have the skill and ambition to work with a renowned, forward thinking operation, then you could be the perfect fit! Lettings Manager - What's in it for you? A competitive salary package (see below) with uncapped rewards and a brilliant career path. A company car or car allowance. Holiday Commission, 33 days paid Holiday, Private Healthcare, Pension, Life Insurance, Company Rewards and Incentives, Employee Assistance Scheme. A company that values customers and colleagues alike (currently 4.8/5 on TrustPilot). A company that listens to its colleagues from yearly staff survey feedback (see our website for results of 90%+) A company that invests in its people from Day 1 with the best ongoing training and development. Ongoing professional continuous development with like-minded people who are keen to share their experiences to help you be "the best you can be". A company that embraces change and moves with the times. Access to up-to-date company communication via social media and WhatsApp groups. Being encouraged and sponsored to actively take part in charity and community events and really giving something back. Lettings Manager - Qualities you will demonstrate: An ability to build great relationships where customers really buy in to you as a person and a fantastic record for turning valuations into listings and lets. Drive and determination together with plenty of get up and go together with pace, passion, and enthusiasm! Ambitious and self-motivated with the ability to work in a pressurised environment. You will have to work hard to keep up with the challenges you will face and be focused on turning the "ordinary" into the "extraordinary". Getting stuck in and making things happen. And yes, you will be the type of person that has a genuine interest in people and helping them on their forwards journey and seeing their eyes light up when they secure their perfect home! Our company values are central to our ethos, and we work with customers and colleagues alike treating them with courtesy, honesty, trust, and respect. You too will need a great work ethic and matching values with heaps of positivity and energy. You will need a full driving licence. Lettings Manager - The Role: Customer experience starts with YOU! In providing that personal, professional lettings expertise and advice, you help us make sure our customers get the best possible service at all times. Managing your own business both in relation to profitability and business development. Motivate, inspire, and manage your team, running morning meetings and coaching sessions. Successfully list a targeted number of properties, advising and helping our landlords let their homes for the best price and with the best service and support possible. Keep abreast of current market conditions and have a good knowledge of your local market developing a reputation for being an expert in your field. Work closely with your team, downloading new properties that you have brought to the market and agreeing a suitable strategy to match up potential tenants. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Administrator, Financial Services Industry 25,000pa - 30,000pa doe Bristol (Pill) - Fully office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Jun 12, 2026
Full time
Administrator, Financial Services Industry 25,000pa - 30,000pa doe Bristol (Pill) - Fully office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Jun 11, 2026
Full time
Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Financial Administrator IFA Practice £28,000-£32,000 Basic Chester Flexible Working Our client, a well-established and highly regarded financial services firm in Chester, is looking to recruit an experienced Financial Administrator to join their growing team. This is an excellent opportunity for someone with previous experience working within an IFA practice who is looking to develop their career within a supportive and professional environment. The business offers ongoing training, funded qualifications, genuine progression opportunities, and an excellent benefits package. The Role As a Financial Administrator, you will: Process new business across investments, pensions, mortgages, and protection products Support client servicing activities, including fund switches, rebalances, and withdrawals Produce quotations using provider platforms and exchange systems Handle policy enquiries and liaise with providers Provide administrative support to Financial Advisers and the wider team Manage incoming and outgoing correspondence Assist with reception and telephone duties when required Maintain accurate client records and documentation Financial Administrator requirements: Previous experience within a Financial Services or IFA environment Strong organisational skills with excellent attention to detail Ability to prioritise workloads and meet deadlines effectively Excellent communication skills, both written and verbal Strong IT skills, including Microsoft Word, Excel, and Outlook Experience using IO (Intelliflo) back-office systems would be advantageous Knowledge of platforms such as Abrdn, Aviva, and Aegon would be beneficial What's on Offer? £28,000 - £32,000 basic salary 25 days holiday + bank holidays Annual salary review Pension scheme Ongoing training and career development Professional qualifications funded, including study leave Supportive and professional working environment Working hours Monday to Friday, 9:00am-5:30pm Flexible working hours available Apply Today! If you're an experienced Financial Administrator looking to further your career within a respected IFA practice that invests in its people, we'd love to hear from you. Apply now, and we'll review your application within 48 hours. Suitable candidates will be contacted directly.
Jun 11, 2026
Full time
Financial Administrator IFA Practice £28,000-£32,000 Basic Chester Flexible Working Our client, a well-established and highly regarded financial services firm in Chester, is looking to recruit an experienced Financial Administrator to join their growing team. This is an excellent opportunity for someone with previous experience working within an IFA practice who is looking to develop their career within a supportive and professional environment. The business offers ongoing training, funded qualifications, genuine progression opportunities, and an excellent benefits package. The Role As a Financial Administrator, you will: Process new business across investments, pensions, mortgages, and protection products Support client servicing activities, including fund switches, rebalances, and withdrawals Produce quotations using provider platforms and exchange systems Handle policy enquiries and liaise with providers Provide administrative support to Financial Advisers and the wider team Manage incoming and outgoing correspondence Assist with reception and telephone duties when required Maintain accurate client records and documentation Financial Administrator requirements: Previous experience within a Financial Services or IFA environment Strong organisational skills with excellent attention to detail Ability to prioritise workloads and meet deadlines effectively Excellent communication skills, both written and verbal Strong IT skills, including Microsoft Word, Excel, and Outlook Experience using IO (Intelliflo) back-office systems would be advantageous Knowledge of platforms such as Abrdn, Aviva, and Aegon would be beneficial What's on Offer? £28,000 - £32,000 basic salary 25 days holiday + bank holidays Annual salary review Pension scheme Ongoing training and career development Professional qualifications funded, including study leave Supportive and professional working environment Working hours Monday to Friday, 9:00am-5:30pm Flexible working hours available Apply Today! If you're an experienced Financial Administrator looking to further your career within a respected IFA practice that invests in its people, we'd love to hear from you. Apply now, and we'll review your application within 48 hours. Suitable candidates will be contacted directly.
Job Overview We are seeking an organised, professional, and customer-focused Mortgage Administrator to support a busy team of Mortgage and Protection Advisers. The successful candidate will play a vital role in managing mortgage applications from initial enquiry through to completion, ensuring clients receive a seamless and efficient service throughout their property finance journey. This role requires excellent attention to detail, strong communication skills, and the ability to manage multiple cases simultaneously. Key Responsibilities Supporting Mortgage Advisers with the administration of residential, remortgage, buy-to-let, and specialist lending applications Managing mortgage cases from application through to offer and completion Liaising with clients, lenders, solicitors, estate agents, and other third parties to progress applications Obtaining and reviewing client documentation, ensuring all compliance requirements are met Maintaining accurate client records and updating internal CRM systems Chasing outstanding documents and information from clients and third parties Monitoring application progress and proactively resolving delays Preparing suitability and application documentation for advisers Managing adviser diaries and scheduling client appointments Handling incoming telephone calls, emails, and client enquiries professionally Assisting with mortgage reviews, product transfers, and remortgage opportunities Ensuring all work is completed in accordance with FCA regulations and company procedures Requirements Previous experience in mortgage administration, financial services administration, or a similar role Strong understanding of the mortgage application process Excellent organisational and time management skills High level of accuracy and attention to detail Professional communication and customer service skills Ability to work effectively in a fast-paced environment Competent in Microsoft Office and CRM systems Experience working with lenders, solicitors, and property professionals is advantageous Personal Attributes Client-focused approach Strong problem-solving skills Proactive and self-motivated Ability to manage multiple deadlines and priorities Professional and confidential in handling sensitive information Positive attitude and willingness to support the wider team
Jun 11, 2026
Full time
Job Overview We are seeking an organised, professional, and customer-focused Mortgage Administrator to support a busy team of Mortgage and Protection Advisers. The successful candidate will play a vital role in managing mortgage applications from initial enquiry through to completion, ensuring clients receive a seamless and efficient service throughout their property finance journey. This role requires excellent attention to detail, strong communication skills, and the ability to manage multiple cases simultaneously. Key Responsibilities Supporting Mortgage Advisers with the administration of residential, remortgage, buy-to-let, and specialist lending applications Managing mortgage cases from application through to offer and completion Liaising with clients, lenders, solicitors, estate agents, and other third parties to progress applications Obtaining and reviewing client documentation, ensuring all compliance requirements are met Maintaining accurate client records and updating internal CRM systems Chasing outstanding documents and information from clients and third parties Monitoring application progress and proactively resolving delays Preparing suitability and application documentation for advisers Managing adviser diaries and scheduling client appointments Handling incoming telephone calls, emails, and client enquiries professionally Assisting with mortgage reviews, product transfers, and remortgage opportunities Ensuring all work is completed in accordance with FCA regulations and company procedures Requirements Previous experience in mortgage administration, financial services administration, or a similar role Strong understanding of the mortgage application process Excellent organisational and time management skills High level of accuracy and attention to detail Professional communication and customer service skills Ability to work effectively in a fast-paced environment Competent in Microsoft Office and CRM systems Experience working with lenders, solicitors, and property professionals is advantageous Personal Attributes Client-focused approach Strong problem-solving skills Proactive and self-motivated Ability to manage multiple deadlines and priorities Professional and confidential in handling sensitive information Positive attitude and willingness to support the wider team
Estate Agent Assistant Branch Manager £25,000 - £30,000 Basic Salary commensurate with experience £50,000+ On Target Earnings 5 days a week including Saturday 9am to 6pm weekdays, 9am to 5pm Saturday, parking available Are you an existing Senior Negotiator with Property Listing/Valuation experience? Are you feeling unsettled or undervalued within your current position? Or, do you simply wish to progress your career in Estate Agency? If any of these apply, please send in your CV today! Estate Agent Assistant Branch Manager This is an exciting opportunity for Top Class Estate Agents to develop their career with an established, forward thinking independent Estate Agency. Estate Agent Assistant Branch Manager You will help manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Assistant Branch Manager - Key objectives: Responsibility to increase revenue and profitability through the achievement of agreed business targets Setting and reviewing performance standards Development of team members Implementing agreed business plans Listing and selling properties Maintain a compliant business Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 11, 2026
Full time
Estate Agent Assistant Branch Manager £25,000 - £30,000 Basic Salary commensurate with experience £50,000+ On Target Earnings 5 days a week including Saturday 9am to 6pm weekdays, 9am to 5pm Saturday, parking available Are you an existing Senior Negotiator with Property Listing/Valuation experience? Are you feeling unsettled or undervalued within your current position? Or, do you simply wish to progress your career in Estate Agency? If any of these apply, please send in your CV today! Estate Agent Assistant Branch Manager This is an exciting opportunity for Top Class Estate Agents to develop their career with an established, forward thinking independent Estate Agency. Estate Agent Assistant Branch Manager You will help manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Assistant Branch Manager - Key objectives: Responsibility to increase revenue and profitability through the achievement of agreed business targets Setting and reviewing performance standards Development of team members Implementing agreed business plans Listing and selling properties Maintain a compliant business Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Estate Agency Branch Administrator £28,000 to £30,000 basic salary working Monday to Friday from 9.00am to 5.30pm. Car driver essential with use of pool car in the office as you will assist with the odd viewing. Applications will only be considered from candidates with current or previous experience working within the residential property sector as either a Secretary or Administrator in either residential sales, lettings or property management. Estate Agency Branch Administrator An independent Estate Agency, are now looking for an Estate Agency Branch Administrator to join the team. Estate Agency Branch Administrator The atmosphere in the office is extremely vibrant, with a large number of clients arriving at the office in person requiring a property viewing or needing assistance with a general enquiry. Meanwhile, the phones will be ringing with yet more enquiries. The pace is fast, yet every client enquiry needs to be dealt with professionally and compliantly. Estate Agency Branch Administrator Successful candidates will need to be very well organised and believe strongly in delivering a very high level of customer service on a consistent basis. You will require excellent working knowledge of MS packages such as Word, Excel & Outlook. Downloading pictures and floorplans, sorting out Energy Performance Certificates, GDPR. You will have impeccable attention to detail and be able to keep up to date with all evolving compliance matters. You must also enjoy dealing with a variety of people, as the role will likely include liaising with new clients and handling internet and telephone inquiries, as well as assisting the sales and lettings teams with applicant registration and supporting paperwork. Sales administration duties will include typing of property particulars, confirming sales in writing, updating window cards, typing valuation reports, accounting and other ad-hoc duties. Therefore excellent communication skills both electronically and verbally are essential. You will also assist in carrying out property viewings as and when required. Estate Agency Branch Administrator £28,000 to £30,000 basic salary working Monday to Friday from 9.00am to 5.30pm. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Jun 11, 2026
Full time
Estate Agency Branch Administrator £28,000 to £30,000 basic salary working Monday to Friday from 9.00am to 5.30pm. Car driver essential with use of pool car in the office as you will assist with the odd viewing. Applications will only be considered from candidates with current or previous experience working within the residential property sector as either a Secretary or Administrator in either residential sales, lettings or property management. Estate Agency Branch Administrator An independent Estate Agency, are now looking for an Estate Agency Branch Administrator to join the team. Estate Agency Branch Administrator The atmosphere in the office is extremely vibrant, with a large number of clients arriving at the office in person requiring a property viewing or needing assistance with a general enquiry. Meanwhile, the phones will be ringing with yet more enquiries. The pace is fast, yet every client enquiry needs to be dealt with professionally and compliantly. Estate Agency Branch Administrator Successful candidates will need to be very well organised and believe strongly in delivering a very high level of customer service on a consistent basis. You will require excellent working knowledge of MS packages such as Word, Excel & Outlook. Downloading pictures and floorplans, sorting out Energy Performance Certificates, GDPR. You will have impeccable attention to detail and be able to keep up to date with all evolving compliance matters. You must also enjoy dealing with a variety of people, as the role will likely include liaising with new clients and handling internet and telephone inquiries, as well as assisting the sales and lettings teams with applicant registration and supporting paperwork. Sales administration duties will include typing of property particulars, confirming sales in writing, updating window cards, typing valuation reports, accounting and other ad-hoc duties. Therefore excellent communication skills both electronically and verbally are essential. You will also assist in carrying out property viewings as and when required. Estate Agency Branch Administrator £28,000 to £30,000 basic salary working Monday to Friday from 9.00am to 5.30pm. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Senior Administrator - Location: Sherborne (office-based, with occasional WFH) 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 11, 2026
Full time
Senior Administrator - Location: Sherborne (office-based, with occasional WFH) 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
