275 jobs found

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Trainee Paraplanner Location - Chester (up to 3 days a week from home) Salary up to £35,00 + bonus Full Time, Permanent We are working with a Boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. Key duties of the Trainee Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. Cashflow Modelling Ad hoc Administration duties What's on offer? Salary up to £35,000 DOE Study support to complete Level 4 diploma in Financial Planning Hybrid work (3 days a week from home) 35 hour working week with flexi starts (8-4 or 9-5) Annual bonus up to 10% Strong benefits package If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours. Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management

Your new company Hays is working on an exciting role to recruit a Facilities Manager on a permanent basis this person is responsible for the effective management, maintenance, and development of the Council's physical assets and facilities. This role ensures safe, compliant, and efficient operations across all sites, including Public Conveniences. The post holder will lead operational delivery, oversee asset management and maintenance programmes, ensure Health & Safety compliance, and contribute to the strategic direction to deliver high-quality services to the community. Your new role As a Facitlies Manager your role will involve: Asset & Facilities Management Oversee the maintenance and operational management of all facilities, ensuring they remain safe, compliant, and fit for purpose Develop and deliver planned maintenance programmes, monitoring costs and performance Ensure effective management of public-facing facilities and services Manage day-to-day service delivery across multiple facilities and operational teams Ensure services are delivered efficiently, within budget, and in line with organisational policies Lead on emergency response procedures and facilities-related incidents Lead, manage, and develop operational staff, including recruitment, training, and performance management Allocate workloads and ensure effective team performance Take ownership of Health & Safety across all facilities, ensuring full legislative compliance Maintain robust processes, procedures, and documentation Manage budgets relating to facilities and maintenance Oversee supplier and contractor relationships, ensuring value for money and service quality Monitor financial performance and identify efficiencies Act as a key point of contact for internal and external stakeholders Build and maintain effective working relationships with contractors, partners, and service users Contribute to reporting and attend meetings as required Support the development of asset management strategies and service improvements Provide insight and data to inform decision-making and future planning Contribute to broader organisational objectives and community outcomes What you'll need to succeed Strong experience in facilities or asset management Proven knowledge of Health & Safety legislation and compliance Excellent organisational skills, with the ability to manage multiple priorities Strong interpersonal and communication skills Experience managing budgets and working with financial data Ability to lead and motivate teams effectively High level of integrity, professionalism, and reliability Proactive, solutions-focused approach Desirable Experience within a public sector or community-focused environment Relevant qualifications in Facilities Management or Health & Safety (e.g. NEBOSH) Knowledge of asset management systems and processes What you'll get in return What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to 35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri

This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey click apply for full job details

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. We have a new opportunity within our Norwich office for a Financial Planning Administrator. This is a hybrid working opportunity (3 days in office - 2 from home). The main purpose of this role is to provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. Please note - This is a dog friendly office. Responsibilies Helping Advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO. Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans. Adding details of any missing policy information to IO as required. Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value. Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required. Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges. Using the standard templates within IO, create and check the client valuation report and upload to IO. Produce any 'OneNote Packs' requested by the advisers. Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system. Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients. Produce client letters as required. Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace. Always comply with the Compliance policies Engage with training and development as applicable. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department. About you: Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. 1-year minimum relevant experience supporting an adviser. Previous regulatory or financial industry experience. Customer focused. Drives forward service excellence. Collaborative and a team player. Good standard of education Maths and English GCSE, grade 5 or above, or equivalent 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.

Sales Support Administrator £28,000 - £30,000 per annum (depending on skills and abilities) Permanent role Location: Wrexham Additional benefits: Life Assurance (x3 salary) 31 days holiday (including bank holidays). Enhanced pension (5% employer contributions) Private Medical insurance after 6 months service Free parking. Benefits platform The Role: We are partnering with a global, market-leading organisation, known for innovation, premium products, and strong international presence. As part of their continued growth, they're looking for a Sales Support Administrator to play a key role, linking customers and internal departments to ensure a high level of service and efficiency. Responsibilities: Provide day-to-day sales and administrative support Coordinate with internal teams and customers to ensure smooth operations Manage customer accounts, pricing, and contractual agreements Support equipment distribution, maintenance, and logistics Liaise with third-party suppliers and service providers Handle financial tasks including reconciliations, credits, and business cases Apply promotions and maintain customer loyalty schemes Process orders and maintain accurate system records Produce sales reports using reporting tools Deliver high-quality customer service and operational support Requirements: Excellent communication (written and verbal) Attention to detail and accuracy Customer focused mindset Good relationship builder/ team player Able to work on own initiative Excellent planning, multitasking and organisational skills Problem solving skills Proficient working knowledge of Microsoft Office, Excel and have excellent administration skills Additional skills/job titles : Sales Administrator, Admin Assistant, Sales Operations Coordinator. Note : If this job is not for you but you are looking for a new opportunity, please contact us for a confidential discussion on your career. To Apply This vacancy is advertised by Travail Employment Group who are acting as an Employment Agency. Once you click to apply for this job your application will be immediately received by Travail Employment Group. If your application is successful a consultant will be in contact with you within the next 7 days. If we have not contacted you within 7 days you may not have been successful for this position but please feel free to give us a call to discuss similar roles. All candidates registering with Travail Employment Group will need to provide proof of identity, and evidence of any experience, training and qualifications our client considers necessary for this position. CWOIND01

Sewell Wallis is partnering with a well-established, family-owned e-commerce Bradford based business with over 30 years of trading history. Supplying products to a range of recognised retail brands, the business is currently navigating a challenging period and is seeking a commercially minded finance professional who can help drive change, improve performance and play a key role in shaping the future direction of the company. This is far more than a traditional finance role. You'll join a close-knit Senior Leadership Team and be given the platform to influence strategic decisions, challenge existing processes and make a genuine impact across the organisation. For the right individual, there is a clear pathway to progress into a Finance Director position. What will you be doing? Working closely with the Managing Director and wider leadership team, your responsibilities as the Finance Manager will include: Managing and developing a small finance team Supporting the preparation and delivery of monthly and year-end financial accounts Managing banking relationships, foreign currency transactions and cash flow forecasting Reviewing and improving financial controls, processes and reporting procedures Identifying operational improvements and helping implement positive change across the business Reviewing supplier and service contracts and supporting renegotiations where appropriate Analysing costs, margins and profitability to support commercial decision-making Supporting long-term strategic planning and business growth initiatives Playing an active role in monthly management and leadership meetings What skills do we need? We're looking for a commercially focused finance professional who enjoys being hands-on and influencing business performance. You will ideally have: ACA, ACCA or CIMA qualification (qualified by experience candidates with relevant expertise will also be considered) Previous experience within an e-commerce environment Strong commercial acumen and a proactive approach to problem-solving Experience partnering with operational teams and senior stakeholders Proven leadership skills with the ability to develop and motivate others The ambition and potential to progress into a future Finance Director role What's On Offer? 60,000 - 80,000 salary, depending on experience Clear progression pathway to Finance Director 28 days holiday plus bank holidays Hybrid working (4 days office / 1 day from home) Private healthcare Opportunity to play a genuine role in transforming and shaping the future of the business Apply for this role below, or for more information, contact Kayley. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.

Executive Assistant to the Regional Head Location: Central London Salary: 29,500 per annum Contract: 12-Month Fixed-Term Contract (with potential for extension) Working Pattern: Full-Time, Fully Office-Based About the Opportunity Our client is a well-established international bank with a strong global presence and a reputation for delivering exceptional service to its customers and stakeholders. An exciting opportunity has arisen for an experienced and highly organised Executive Assistant to provide dedicated support to the Regional Head based in Central London. This is a key role requiring professionalism, discretion, excellent communication skills and the ability to manage multiple priorities in a fast-paced environment. The successful candidate will work closely with senior leadership, supporting business operations through effective diary management, meeting coordination, reporting, travel arrangements and stakeholder engagement. Key Responsibilities Executive & Meeting Support Coordinate and organise meetings, conferences and appointments with senior executives, department heads, clients and external stakeholders. Prepare, collate and distribute meeting materials in advance. Attend meetings where required, taking accurate notes and producing minutes. Track and monitor action points, ensuring timely follow-up and completion. Arrange meeting rooms, refreshments and hospitality requirements. Diary & Travel Management Manage the Regional Head's diary, appointments and scheduling. Coordinate domestic and international travel arrangements, including flights, accommodation, transport and visa requirements where necessary. Ensure travel itineraries and supporting documentation are prepared accurately and efficiently. Office Administration Act as the first point of contact for telephone enquiries and visitors. Manage filing systems and maintain accurate records and documentation. Raise purchase orders, stationery requests and payment requests as required. Support the smooth running of office operations and hospitality arrangements. Assist with project tracking and workflow management. Communication & Reporting Manage incoming correspondence, emails and post in a professional and timely manner. Prepare presentations, management information reports, financial reports and business updates. Analyse data and reports to support the Regional Head in decision-making. Coordinate communication between the Regional Head, senior management and key stakeholders. Monitor and report on organisational performance metrics. Relationship Management Build and maintain effective relationships with internal and external stakeholders. Liaise with travel providers, service suppliers and other third-party organisations on behalf of the Regional Head. Maintain professional networks and key business contacts. HR & Team Support Provide administrative and coordination support to HR-related activities when required. Assist with organising staff events, meetings and engagement initiatives. Support wider team activities and undertake additional duties delegated by the Regional Head. About You To be successful in this role, you will have: A degree in any discipline. Previous experience as an Executive Assistant, Personal Assistant or Senior Administrator supporting senior leadership. Strong organisational and planning skills with exceptional attention to detail. Excellent written and verbal communication skills. Advanced proficiency in Microsoft Office, including Outlook, Word, Excel and PowerPoint. The ability to manage multiple priorities and meet deadlines. Strong interpersonal skills with a professional and confident manner. Experience handling confidential and sensitive information with discretion. A warm, approachable and service-focused attitude. What We Offer Competitive salary of 29,500 per annum. Opportunity to work within a respected international banking environment. Exposure to senior leadership and strategic business activities. Professional and supportive office environment. Potential for contract extension beyond the initial 12-month term, subject to business requirements and performance. If you are a proactive and organised professional looking to further your career within an international banking environment, we would be delighted to hear from you.

IFA Administrator Chester £30k - £35k Depending on Experience Mon Fri 09:00am 05:00m Office Based Free Parking Huge Career Development Opportunities Are you an IFA Administrator or have worked as an Administrator within the Financial Service filed and looking for a fresh challenge? Do you have experience working with Intelliflo/io/Intelligent Office CRM system? Our client is going through an exiting time currently and due to huge growth are looking to add to the team an Experienced IFA Administrator (2 years minimum experience) We are looking for an Experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. If you meet the above criteria and would like an informal chat, please apply to be considered for this unique and exciting opportunity.

Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.

Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.

Client-side Quantity Surveyor - Liverpool Hybrid working. 2 years FTC Your new company The role is to provide Quantity Surveying services on construction and estate works, which includes building maintenance, mechanical and electrical alterations/improvements and minor/major value capital and revenue projects within the value band of circa £25K to £10M. This is a client-side opportunity working in the education sector based in Liverpool working hybrid. The role may suit a graduate who has a few years of demonstrable industry experience. The role holder will also ensure that projects are delivered to the agreed programme, budget and quality, working to recognised industry standards.The role holder will undertake contract, cost and financial management of individual schemes and assist with the preparation of feasibility schemes, budget/pre-tender estimates and cost estimation, tender and procurement information and management, ensuring that expenditure is within agreed budgets, and that accurate project cost monitoring and cash flow forecasts are provided to assist the Finance Department with financial planning and identifying the necessary funding requirements. Assists in discussions concerning project performance and provides commercial input to project strategy and risk management, ensuring key performance targets (KPI's) reviews are undertaken for both the consultant's team and the construction team.Provides commercial input to construction contracts and undertakes risk profiling, including completion of risk registers, value management of projects and expenditure, advising on procurement strategy and the management of revenue and Minor Capital Projects. Ensures sustainable, low carbon schemes are implemented and energy use minimised by good design and installation practices. Provides advice in conjunction with the Senior Quantity Surveyor on contractual matters relating to projects, in respect of the preferred contract NEC and the JCT contract together with other appropriate forms of contract, and maintaining awareness of differing building contracts in use.Acts as Quantity Surveyor and the Contract Administrator's Representative where agreed, for allocated estate improvement and refurbishment projects, ensuring that works are completed to the agreed timescales, cost plans and quality standards. Produces outline and detailed budgets, cost estimates and cost plans for new works, replacements, adaptations and the extension of existing facilities and assess feasibility and budget information provided by the Framework Consultants. Manages external consultants using Schedule of Services, providing them with detailed briefing instructions, ensuring design information complies with the objectives and monitors their performance together with the quality of their design, throughout the life of the project through to financial completion. Attends Design Team project meetings with external Design Consultants and contributes to design quality and build-ability standards.Manages the production of building designs and specifications to meet the requirements of the Clients and to agreed programmes of work, ensuring compliance with all applicable statutory regulations and other Policies.Monitors progress of project work at design, procurement and implementation stages against the overall delivery programme.Undertake tender management in accordance with the Tender Process, complying with Financial and tendering regulations and procedures. Undertakes contract administration duties including the evaluation of Framework Contractors Early Warnings, Compensation Events, Variations and other claims, working with the Head of Design Group. Prepare, assess, negotiate and settle final accounts with consultants and contractors ensuring all costs are accounted for and agreed by all parties, negotiating solutions to resolve disputes effectively. Essential Educated to Degree level or equivalent in Quantity Surveying. Desirable Recognised professional qualification (RICS, CIOB etc) Skills, general and specialist knowledge Essential Experience of using BCIS or National Schedule of Rates or equivalent estimating methodology.Experience using Standard Method of Measurement.Experience of using risk management techniques for the management of projectsAble to liaise with customers at all levels on a one-to-one basis or in groups.Experience of the Construction Design and Management Regulations 2015Experience and knowledge of public sector procurement rules, and financial governance in a public-sector context. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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

This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Taunton - You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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

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

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an Investment Support Administrator to join their well-established office on the northeast outskirts. Overview The role is offered as a fixed-term contract for a period of 12 months. This role offers the opportunity to provide high-quality administrative and operational support to the Investment Director and wider Investment Team across Discretionary Fund Management (DFM) activities. The position plays an important part in accurate data management, timely reporting and the smooth delivery of investment processes, supporting the management of AREA Passive Plus, Blended Income MPS and AMPS portfolios. The focus is on administration, process coordination, and data integrity, rather than primary investment analysis or decision-making. Key duties • You will maintain and update investment spreadsheets, including FE risk scores, portfolio data and switching logs. • You will support the delivery of portfolio switches and rebalancing activity. • You will assist with back office system data reconciliation in partnership with Operations. • You will prepare Investment Committee packs and produce meeting minutes and action logs. • You will support the production of monthly bulletins and quarterly factsheets. • You will produce and maintain AUM reporting and MI outputs. • You will manage the investment mailbox and coordinate internal and external queries. • You will maintain document control, audit files and governance records. Qualifications Working towards or currently holding a relevant Level 4 industry qualification, such as the CII Level 4 Diploma in Regulated Financial Planning. Previous experience within financial services. Highly reliable and trustworthy, with strong integrity and professionalism. Excellent communication, research and analytical skills. Confident using financial systems, software and reporting tools. Strong problem-solving skills and sound judgement. Self-motivated, resilient and committed to accuracy and high-quality output. A collaborative approach with the ability to build strong working relationships and networks. Excellent organisation and time management, with the flexibility to adapt to changing priorities. Committed to ongoing personal development in line with company and CII requirements. On successful completion of probation, my client operates a hybrid working , 2 days WFH, 3 in the office. Benefits Company social events Pension Cycle to work scheme Employee discount Enhanced maternity leave Enhanced paternity leave Free parking Health & wellbeing programme Life insurance On-site parking Paid volunteer time Referral programme Sick pay Working from home (post probation)

SC Cleared Salesforce Data Cloud Developer (360) - 6 months+ 600 - 700 per day - Remote/London As part of our continuous growth, we are seeking a Salesforce Data Cloud Developer to join our Salesforce Practice. This mid-level, client-facing role sits within our growing Data Cloud capability, working across enterprise engagements to design, build, and optimise Salesforce Data Cloud solutions that unlock the value of unified customer data. You will collaborate closely with architects, delivery managers, and client stakeholders to deliver measurable outcomes across industries including automotive, retail, financial services, and the public sector. Note you must either have Full UK Security Clearance (SC) or be able to attain it to be eligible for this role. Role & responsibilities: Configure and build Data Cloud solutions for enterprise clients, including Data Streams, Data Model Object (DMO) mappings, transformations, and ingestion pipelines from Salesforce CRM and third-party platforms. Implement Identity Resolution rulesets to unify customer profiles across multiple data sources, defining match and reconciliation rules aligned to client requirements. Develop Calculated Insights and Segments using SOQL and Data Cloud SQL to surface derived metrics and KPIs, working with business stakeholders to translate requirements into segment logic aligned to marketing and operational use cases. Configure Data Cloud Activations to push unified profiles and segments to downstream platforms including Marketing Cloud, Sales Cloud, Service Cloud, and third-party tools. Support integration design between Data Cloud and other Salesforce clouds or external systems via MuleSoft, APIs, or native connectors, ensuring seamless data flow across platforms. Participate in client workshops and sprint ceremonies as a technical subject matter expert, producing clear documentation including solution designs, data flow diagrams, and configuration guides. Contribute to pre-sales and estimation activity as required by the practice, and support knowledge sharing and mentoring of junior team members. Your Skills & Experience: 3-5 years of hands-on Salesforce development experience , with at least 1 year focused on Salesforce Data Cloud, including proven experience with Data Streams, Unified Data Model, Identity Resolution, Segmentation, and Activations. Proficiency in SOQL and Data Cloud SQL , with experience writing queries to support Calculated Insights, segmentation logic, and data validation. Strong understanding of data modelling concepts , customer data platforms (CDPs), and data integration best practices within Salesforce Data Cloud and the broader Salesforce ecosystem. Experience integrating Data Cloud with Marketing Cloud, Sales Cloud, or third-party platforms using APIs, native connectors, or MuleSoft. Salesforce Data Cloud Consultant certification is required, or must be obtained within 6 months of joining. Salesforce Certified Administrator is also required. Excellent communication skills , with the ability to explain complex technical concepts to non-technical stakeholders and thrive in a fast-paced, client-facing consulting environment. Familiarity with Agile delivery methodologies , including Scrum or Kanban, with experience working within sprint-based delivery teams and contributing to ceremonies such as planning, retrospectives, and stand-ups. Desirable: Experience with additional Salesforce products such as Sales Cloud, Service Cloud, Marketing Cloud or Experience Cloud. Familiarity with MuleSoft, CRM Analytics (Tableau CRM), or Agentforce. Additional Salesforce certifications are desirable , including Salesforce Platform Developer I, Marketing Cloud Consultant, Integration Architect, AI Associate, or AI Specialist. Familiarity with cloud platforms such as AWS, Azure, or Google Cloud , and experience integrating with cloud-based data warehouses or data lakes (eg Snowflake, Databricks, BigQuery). Knowledge of data security and compliance best practices in cloud-based environments. This temporary contract is inside IR35 and will require working under the direction of the client delivery manager as part of a multi-disciplinary team. The successful candidate will follow established delivery processes and working practices. This role requires the successful candidate to undergo and be eligible for UK Security Vetting at SC/DV level. Clearance sponsorship will be provided where required. Due to the nature of the work, candidates should meet the relevant residency requirements. If applicable, reserved post nationality restrictions will be confirmed by the client. Damia is committed to inclusive recruitment and welcomes applicants from all backgrounds. Due to the secure nature of the position and working environment, you must have, or be eligible to obtain Security Clearance More details relating to UK Security Clearance can be found here: United Kingdom Security Vetting: clearance levels - (url removed) List of national security vetting clearance levels with guidance on who requires clearance and what checks are completed. Damia Group Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept our Data Protection Policy which can be found on our website. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job. Damia Group is acting as an Employment Business in relation to this vacancy and in accordance to Conduct Regulations 2003.