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.
Jun 20, 2026
Full time
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.
Jun 20, 2026
Full time
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)
Jun 20, 2026
Full time
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)
Service Service Employment Agency Limited
Colchester, Essex
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)
Jun 20, 2026
Full time
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.
Jun 20, 2026
Contractor
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.
Financial Planning Administrator (Apply online only) Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale. A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of: " Complete all compliance administration associated with new business. " Ensure new business submitted to the insurance company is fully completed and compliant. " Ensure that all new business is input to iO accurately, including fee/commission expectation. " Monitor new business progress and chase outstanding documentation. " Accurately check and issue policy documents. " Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers. " Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service. " Produce client summaries/valuations as requested for new and existing clients within specified deadlines. " Advise product providers of changes of agency (LOA's) " Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider. " Maintain up to date records for new business submissions and pipeline. " Liaise effectively with clients, product providers and Directors. " Provide any general information as requested by clients, Directors or the management team. " Answer the telephone in a polite and professional manner. " Assist other Administrators/Advisers as required/requested. " General typing of correspondence. " Co-ordination of Adviser's diary, such as making appointments. " Attend relevant internal or external training. " Attend provider training sessions in relevant subjects. " Undertaking any other reasonable duties, as requested. Skills and Experience " Previous experience in an IFA environment " Interpersonal skills - able to work as part of a team and communicate professionally with clients " Proactive - willing to continue to develop, be enthusiastic " Highly organised, methodical, disciplined and meticulous " Ability to prioritise " Computer literate - Outlook, Word, Excel " Excellent keyboard skills " Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers. If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773
Jun 20, 2026
Full time
Financial Planning Administrator (Apply online only) Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale. A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of: " Complete all compliance administration associated with new business. " Ensure new business submitted to the insurance company is fully completed and compliant. " Ensure that all new business is input to iO accurately, including fee/commission expectation. " Monitor new business progress and chase outstanding documentation. " Accurately check and issue policy documents. " Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers. " Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service. " Produce client summaries/valuations as requested for new and existing clients within specified deadlines. " Advise product providers of changes of agency (LOA's) " Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider. " Maintain up to date records for new business submissions and pipeline. " Liaise effectively with clients, product providers and Directors. " Provide any general information as requested by clients, Directors or the management team. " Answer the telephone in a polite and professional manner. " Assist other Administrators/Advisers as required/requested. " General typing of correspondence. " Co-ordination of Adviser's diary, such as making appointments. " Attend relevant internal or external training. " Attend provider training sessions in relevant subjects. " Undertaking any other reasonable duties, as requested. Skills and Experience " Previous experience in an IFA environment " Interpersonal skills - able to work as part of a team and communicate professionally with clients " Proactive - willing to continue to develop, be enthusiastic " Highly organised, methodical, disciplined and meticulous " Ability to prioritise " Computer literate - Outlook, Word, Excel " Excellent keyboard skills " Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers. If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773
IFA Administrator Maidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Jun 20, 2026
Full time
IFA Administrator Maidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Job Title: Diploma Qualified Paraplanner Salary: £45,000 - £65,000 DOE About the Company: Our client is a well-established and highly respected independent financial planning business with a strong reputation for delivering advice to high-net-worth individuals and families. Backed by a larger national group whilst maintaining its entrepreneurial culture and autonomy, the business combines the resources of a larger organisation with the flexibility and personal approach of a boutique firm. Known for its technical excellence, supportive environment and commitment to professional development, the firm offers exposure to complex financial planning cases and clear long-term career pathways. Role Summary: An opportunity has arisen for an experienced Diploma Qualified Paraplanner to join a highly technical and collaborative team supporting advisers with complex financial planning cases. Working closely with senior advisers and technical specialists, you will play a key role in delivering high-quality suitability reports, research and planning solutions for a high-net-worth client base. This position offers significant exposure to sophisticated planning work, ongoing professional development support and clear progression opportunities into either senior technical roles or financial planning positions. Key Responsibilities: • Prepare detailed suitability reports and technical recommendations, developing expertise across complex financial planning scenarios • Conduct research across pensions, investments, protection and tax planning strategies, supporting high-quality client outcomes • Collaborate with advisers and administrators within a team-based service model, contributing to an efficient and client-focused service • Review and analyse client information to support robust planning recommendations and regulatory compliance • Assist with complex high-net-worth cases, enhancing your technical capability and professional development • Support continuous improvement initiatives and contribute to the firm's evolving service proposition Requirements: • Diploma qualified in Financial Planning (or working towards completion) • Strong paraplanning experience within an independent financial advice environment • Experience producing suitability reports and technical research across core financial planning areas • Strong understanding of pensions, investments, protection and tax planning • Excellent analytical, communication and report-writing skills • A proactive and collaborative approach with a desire to continue developing professionally Benefits: • Royal London pension scheme with 4% employer contribution • Annual company bonus scheme (post-probation) • Amber River Premier Bupa Health Cash Plan (post-probation) • Life Assurance (£200,000) • 25 days annual leave plus additional entitlement after long service • Christmas shutdown period • Employee Assistance Programme • Digital GP and wellbeing support services • Company-funded study support • Cycle to Work Scheme If this role isn't quite right, it's still worth speaking to one of our specialist team, we may be working on something that hasn't hit the market yet. Related Job Titles: Senior Paraplanner, Technical Paraplanner, Financial Planning Paraplanner, Wealth Planning Paraplanner, Financial Planning Analyst
Jun 20, 2026
Full time
Job Title: Diploma Qualified Paraplanner Salary: £45,000 - £65,000 DOE About the Company: Our client is a well-established and highly respected independent financial planning business with a strong reputation for delivering advice to high-net-worth individuals and families. Backed by a larger national group whilst maintaining its entrepreneurial culture and autonomy, the business combines the resources of a larger organisation with the flexibility and personal approach of a boutique firm. Known for its technical excellence, supportive environment and commitment to professional development, the firm offers exposure to complex financial planning cases and clear long-term career pathways. Role Summary: An opportunity has arisen for an experienced Diploma Qualified Paraplanner to join a highly technical and collaborative team supporting advisers with complex financial planning cases. Working closely with senior advisers and technical specialists, you will play a key role in delivering high-quality suitability reports, research and planning solutions for a high-net-worth client base. This position offers significant exposure to sophisticated planning work, ongoing professional development support and clear progression opportunities into either senior technical roles or financial planning positions. Key Responsibilities: • Prepare detailed suitability reports and technical recommendations, developing expertise across complex financial planning scenarios • Conduct research across pensions, investments, protection and tax planning strategies, supporting high-quality client outcomes • Collaborate with advisers and administrators within a team-based service model, contributing to an efficient and client-focused service • Review and analyse client information to support robust planning recommendations and regulatory compliance • Assist with complex high-net-worth cases, enhancing your technical capability and professional development • Support continuous improvement initiatives and contribute to the firm's evolving service proposition Requirements: • Diploma qualified in Financial Planning (or working towards completion) • Strong paraplanning experience within an independent financial advice environment • Experience producing suitability reports and technical research across core financial planning areas • Strong understanding of pensions, investments, protection and tax planning • Excellent analytical, communication and report-writing skills • A proactive and collaborative approach with a desire to continue developing professionally Benefits: • Royal London pension scheme with 4% employer contribution • Annual company bonus scheme (post-probation) • Amber River Premier Bupa Health Cash Plan (post-probation) • Life Assurance (£200,000) • 25 days annual leave plus additional entitlement after long service • Christmas shutdown period • Employee Assistance Programme • Digital GP and wellbeing support services • Company-funded study support • Cycle to Work Scheme If this role isn't quite right, it's still worth speaking to one of our specialist team, we may be working on something that hasn't hit the market yet. Related Job Titles: Senior Paraplanner, Technical Paraplanner, Financial Planning Paraplanner, Wealth Planning Paraplanner, Financial Planning Analyst
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 20, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Senior Administrator East Grinstead - with parking available nearby (approx £5 per day) - also around a 15 minute walk from the train station. Workplace is a town centre based location with plenty of bus options available from nearby towns. Full time permanent role - Monday-Thursday (Apply online only), with a 1700 finish on Friday's. Office based role. Working in superb newly refurbished office. Salary £28000 - £32000 with extensive all round company / staff benefits. Good pensions scheme with employer contributions (3%), Employee Assistance Programme (mental health & wellbeing), Study support & development opportunities plus more We are very pleased to be partnered with our modern and progressive financial services / legal based client as they seek to recruit a Senior Administrator to join their friendly and welcoming team in central East Grinstead The role - Senior Administrator My client is seeking an experienced Administrator to play a key role in keeping business operations running smoothly. This is a hands-on position where you ll oversee day-to-day admin activity, support senior leadership, and supervise a junior team member ensuring high standards, efficiency, and excellent service delivery across the business. Duties will include: Oversee daily administrative operations and ensure smooth outputs. Manage a Junior Administrator, reviewing workload and performance Co-ordinate multiple priorities, ensuring deadlines and SLAs are consistently met Provide administrative support to senior leadership Manage diaries, scheduling, meetings, and travel arrangements Support investigations and ad hoc projects Maintain accurate records and improve internal systems Assist with onboarding new employees and general team co-ordination Monitor office resources, rota planning, and departmental coverage Build strong working relationships across teams and stakeholders Experience, competencies and knowledge required: Good experience within an administrative / office based role Background within professional services / healthcare / financial services sector desirable (not essential) Highly organised with the ability to prioritise and manage multiple tasks Strong communicator confident working with stakeholders at all level High attention to detail with strong problem-solving skills Very good IT skills, including Microsoft 365, Outlook, and Windows For more information regarding this new and exciting Senior Administrator opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. 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
Jun 20, 2026
Full time
Senior Administrator East Grinstead - with parking available nearby (approx £5 per day) - also around a 15 minute walk from the train station. Workplace is a town centre based location with plenty of bus options available from nearby towns. Full time permanent role - Monday-Thursday (Apply online only), with a 1700 finish on Friday's. Office based role. Working in superb newly refurbished office. Salary £28000 - £32000 with extensive all round company / staff benefits. Good pensions scheme with employer contributions (3%), Employee Assistance Programme (mental health & wellbeing), Study support & development opportunities plus more We are very pleased to be partnered with our modern and progressive financial services / legal based client as they seek to recruit a Senior Administrator to join their friendly and welcoming team in central East Grinstead The role - Senior Administrator My client is seeking an experienced Administrator to play a key role in keeping business operations running smoothly. This is a hands-on position where you ll oversee day-to-day admin activity, support senior leadership, and supervise a junior team member ensuring high standards, efficiency, and excellent service delivery across the business. Duties will include: Oversee daily administrative operations and ensure smooth outputs. Manage a Junior Administrator, reviewing workload and performance Co-ordinate multiple priorities, ensuring deadlines and SLAs are consistently met Provide administrative support to senior leadership Manage diaries, scheduling, meetings, and travel arrangements Support investigations and ad hoc projects Maintain accurate records and improve internal systems Assist with onboarding new employees and general team co-ordination Monitor office resources, rota planning, and departmental coverage Build strong working relationships across teams and stakeholders Experience, competencies and knowledge required: Good experience within an administrative / office based role Background within professional services / healthcare / financial services sector desirable (not essential) Highly organised with the ability to prioritise and manage multiple tasks Strong communicator confident working with stakeholders at all level High attention to detail with strong problem-solving skills Very good IT skills, including Microsoft 365, Outlook, and Windows For more information regarding this new and exciting Senior Administrator opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. 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
Estate Agent Lister Without doubt the perfect job role for an out and out Lister as all you need to do is value, list and close. You MUST be prepared to do prospecting so / self generation / door knocks as this is at least 50% of your role. As a company they generate 50 to 60 market appraisals per month off of their our own marketing, but Listers are expected to chip in with self generation with 15 or so listings per month of their own. An OUTSTANDING personal listing commission structure awaits an experienced Lister with 3 thresholds dependent on bankings and starting at 10% and increasing to 12.5% and then 15%. You will join the current Lister who personally banked £250,000 in 2025. You will work in a pure listing role so you will not be expected to sell or sales progress as there are dedicated Sales Negotiators and a Sales Progressor so what a breath of fresh air this position holds for an Agent who loves to list. The salary package on offer is equally as impressive with a £25,000 basic salary with on target earnings of £70,000 which is realistic. Estate Agent Lister As an independent business, all ideas are heard, and talent is nurtured to provide scope for future progression and promotion internally. Typically, with at least 2 years experience you will be expected to list, negotiate, and represent the Estate Agency to the highest standard. Estate Agent Lister They allow an environment where day to day independence is offered with minimal interference, so this role will suit an individual candidate. Estate Agent Lister Day to day you will be working as part of a team to ensure your clients get the results that they have employed you for, whilst working closely with the Directors to achieve the branch target and objectives. Estate Agent Lister £70,000 on target earnings. Basic salary £25,000. 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 20, 2026
Full time
Estate Agent Lister Without doubt the perfect job role for an out and out Lister as all you need to do is value, list and close. You MUST be prepared to do prospecting so / self generation / door knocks as this is at least 50% of your role. As a company they generate 50 to 60 market appraisals per month off of their our own marketing, but Listers are expected to chip in with self generation with 15 or so listings per month of their own. An OUTSTANDING personal listing commission structure awaits an experienced Lister with 3 thresholds dependent on bankings and starting at 10% and increasing to 12.5% and then 15%. You will join the current Lister who personally banked £250,000 in 2025. You will work in a pure listing role so you will not be expected to sell or sales progress as there are dedicated Sales Negotiators and a Sales Progressor so what a breath of fresh air this position holds for an Agent who loves to list. The salary package on offer is equally as impressive with a £25,000 basic salary with on target earnings of £70,000 which is realistic. Estate Agent Lister As an independent business, all ideas are heard, and talent is nurtured to provide scope for future progression and promotion internally. Typically, with at least 2 years experience you will be expected to list, negotiate, and represent the Estate Agency to the highest standard. Estate Agent Lister They allow an environment where day to day independence is offered with minimal interference, so this role will suit an individual candidate. Estate Agent Lister Day to day you will be working as part of a team to ensure your clients get the results that they have employed you for, whilst working closely with the Directors to achieve the branch target and objectives. Estate Agent Lister £70,000 on target earnings. Basic salary £25,000. 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.
Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Brighton You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. You will be: Keeping close contact between clients and colleagues Retrieving new and historic information about individual clients Holding records of every verbal, written or electronic communication with colleagues, clients and third parties Working alongside financial advisers to obtain information as part of the process of creating financial reports Assessing objectives for individual clients to target the necessary solution Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority Keeping a up to date with any developments in the world of finance to benefit the needs of clients. This is a great opportunity to join a growing established practice and work alongside a team of professionals. Please submit your CV to Riley at Artemis Recruitment if you are interested in this position.
Jun 20, 2026
Full time
Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Brighton You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. You will be: Keeping close contact between clients and colleagues Retrieving new and historic information about individual clients Holding records of every verbal, written or electronic communication with colleagues, clients and third parties Working alongside financial advisers to obtain information as part of the process of creating financial reports Assessing objectives for individual clients to target the necessary solution Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority Keeping a up to date with any developments in the world of finance to benefit the needs of clients. This is a great opportunity to join a growing established practice and work alongside a team of professionals. Please submit your CV to Riley at Artemis Recruitment if you are interested in this position.
We are seeking a detail-oriented and proactive Financial Planning Administrator to join a well-established financial planning team in Nottingham. This role focuses on delivering high-quality administrative, technical, and back-office support to ensure a smooth and compliant service for clients, while providing opportunities to develop knowledge and experience in financial planning. The role also involves supporting and training Junior Administrators within the team. Key Responsibilities: Submit new business applications and manage them through to completion, resolving any issues and keeping advisers updated. Liaise with product providers to obtain valuations, quotes, and other information for advisers. Prepare annual review letters and other client communications. Process protection applications, bereavement claims, bond assignments, and surrenders, ensuring timely follow-up. Perform fee reconciliation and resolve discrepancies. Run reports to ensure adviser payments are accurate and on time. Maintain internal logs and back-office records, including DB Transfer Log and Letters of Authority. Professionally respond to client queries via telephone and email. Manage meeting room bookings, incoming/outgoing post, and document preparation. Support the wider support team, providing assistance and training where required. Ensure all tasks comply with company policies, procedures, and regulatory requirements. Continuously build knowledge and experience in financial planning processes and industry standards. Undertake reasonable ad-hoc tasks as required. Requirements Strong understanding of financial planning processes and compliance requirements. Proficient in Microsoft Office applications. Excellent organisational skills, with the ability to prioritise and work independently. Clear and concise written and verbal communication skills. High attention to detail and accuracy. Strong interpersonal skills and a team-oriented approach. Flexible, adaptable, and able to manage multiple tasks simultaneously.
Jun 20, 2026
Full time
We are seeking a detail-oriented and proactive Financial Planning Administrator to join a well-established financial planning team in Nottingham. This role focuses on delivering high-quality administrative, technical, and back-office support to ensure a smooth and compliant service for clients, while providing opportunities to develop knowledge and experience in financial planning. The role also involves supporting and training Junior Administrators within the team. Key Responsibilities: Submit new business applications and manage them through to completion, resolving any issues and keeping advisers updated. Liaise with product providers to obtain valuations, quotes, and other information for advisers. Prepare annual review letters and other client communications. Process protection applications, bereavement claims, bond assignments, and surrenders, ensuring timely follow-up. Perform fee reconciliation and resolve discrepancies. Run reports to ensure adviser payments are accurate and on time. Maintain internal logs and back-office records, including DB Transfer Log and Letters of Authority. Professionally respond to client queries via telephone and email. Manage meeting room bookings, incoming/outgoing post, and document preparation. Support the wider support team, providing assistance and training where required. Ensure all tasks comply with company policies, procedures, and regulatory requirements. Continuously build knowledge and experience in financial planning processes and industry standards. Undertake reasonable ad-hoc tasks as required. Requirements Strong understanding of financial planning processes and compliance requirements. Proficient in Microsoft Office applications. Excellent organisational skills, with the ability to prioritise and work independently. Clear and concise written and verbal communication skills. High attention to detail and accuracy. Strong interpersonal skills and a team-oriented approach. Flexible, adaptable, and able to manage multiple tasks simultaneously.
Job Title: IFA Administrator Industry: Financial Advice Location: Warwick Salary: £26,000 - £30,000 Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively 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. 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.
Jun 20, 2026
Full time
Job Title: IFA Administrator Industry: Financial Advice Location: Warwick Salary: £26,000 - £30,000 Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively 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. 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.
An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes. This is an excellent opportunity for a capable and detail-oriented Wealth Planning Assistant to join a growing, well-resourced business with a first-class reputation, strong systems, and genuine long-term career prospects. The Role The Senior Wealth Planning Assistant will provide comprehensive administrative and client support to Wealth Planners, acting as a key point of contact for internal teams, product providers, and clients. The role requires a strong understanding of the end-to-end wealth planning process and the ability to work efficiently within a regulated environment. Key responsibilities include: Planner & Administrative Support Providing high-level administrative support to Wealth Planners Supporting case submissions to paraplanning and liaising with central services Producing accurate client documentation and service agreements Handling finance-related administration including billing, WIP, commissions, and invoices Maintaining accurate client records on Xplan and associated systems Ensuring all work meets internal processes and compliance standards Client Support Acting as a first point of contact for clients, dealing with general queries and escalating complex matters where appropriate Preparing and submitting CDD and onboarding documentation in line with AML procedures Arranging client meetings, valuations, meeting packs, and diary management Attending client meetings where required and completing post-meeting actions and minutes Preparing application forms in line with suitability reports and ensuring timely processing Handling client correspondence, post, and letters of authority Meeting and greeting clients at office locations when required Team Support & Development Supporting and mentoring junior Wealth Planning Assistants Assisting with training and quality checking of work Sharing knowledge and best practice across the team Contributing to continuous improvement and efficiency initiatives Supporting the wider team during peaks in workload Skills & Experience Required Proven experience in a Wealth Planning Assistant or similar role Strong understanding of the end-to-end wealth planning process Good knowledge of financial planning products Experience with Xplan / Intelliflo highly desirable Voyant experience desirable Strong attention to detail and accuracy Excellent organisation, planning, and prioritisation skills Strong client service and communication skills Good numerical ability Proficient in Microsoft Word and Excel Good understanding of regulatory and compliance requirements within wealth management What's on Offer Competitive salary of £40,000-£45,000 (approx.) Discretionary bonus Comprehensive benefits package (including pension and healthcare) Hybrid working model with flexibility after probation Exposure to high-quality advisers and complex client cases Strong opportunity for the role to become permanent Long-term career development within a growing wealth management business If you're an experienced Financial Planning Administrator seeking a new opportunity with one of the UK's leading wealth managers, please do apply and we can mange the process on your behalf.
Jun 20, 2026
Full time
An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes. This is an excellent opportunity for a capable and detail-oriented Wealth Planning Assistant to join a growing, well-resourced business with a first-class reputation, strong systems, and genuine long-term career prospects. The Role The Senior Wealth Planning Assistant will provide comprehensive administrative and client support to Wealth Planners, acting as a key point of contact for internal teams, product providers, and clients. The role requires a strong understanding of the end-to-end wealth planning process and the ability to work efficiently within a regulated environment. Key responsibilities include: Planner & Administrative Support Providing high-level administrative support to Wealth Planners Supporting case submissions to paraplanning and liaising with central services Producing accurate client documentation and service agreements Handling finance-related administration including billing, WIP, commissions, and invoices Maintaining accurate client records on Xplan and associated systems Ensuring all work meets internal processes and compliance standards Client Support Acting as a first point of contact for clients, dealing with general queries and escalating complex matters where appropriate Preparing and submitting CDD and onboarding documentation in line with AML procedures Arranging client meetings, valuations, meeting packs, and diary management Attending client meetings where required and completing post-meeting actions and minutes Preparing application forms in line with suitability reports and ensuring timely processing Handling client correspondence, post, and letters of authority Meeting and greeting clients at office locations when required Team Support & Development Supporting and mentoring junior Wealth Planning Assistants Assisting with training and quality checking of work Sharing knowledge and best practice across the team Contributing to continuous improvement and efficiency initiatives Supporting the wider team during peaks in workload Skills & Experience Required Proven experience in a Wealth Planning Assistant or similar role Strong understanding of the end-to-end wealth planning process Good knowledge of financial planning products Experience with Xplan / Intelliflo highly desirable Voyant experience desirable Strong attention to detail and accuracy Excellent organisation, planning, and prioritisation skills Strong client service and communication skills Good numerical ability Proficient in Microsoft Word and Excel Good understanding of regulatory and compliance requirements within wealth management What's on Offer Competitive salary of £40,000-£45,000 (approx.) Discretionary bonus Comprehensive benefits package (including pension and healthcare) Hybrid working model with flexibility after probation Exposure to high-quality advisers and complex client cases Strong opportunity for the role to become permanent Long-term career development within a growing wealth management business If you're an experienced Financial Planning Administrator seeking a new opportunity with one of the UK's leading wealth managers, please do apply and we can mange the process on your behalf.
Wealth Planning Administrator - City of London Salary: Up to £38,000 (plus quarterly bonuses) Location: City of London Type: Full-time, permanent An excellent opportunity has arisen for an experienced Wealth Planning Administrator to join a highly regarded and well-established financial planning firm based in the City of London. This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients. Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions. The Role Provide comprehensive administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications, valuations, and policy information. Liaise with product providers and clients to obtain and manage key documentation. Maintain accurate client records on internal systems and ensure all compliance requirements are met. Support advisers with meeting preparation, follow-up actions, and client communication. Assist with workflow management and contribute to the continuous improvement of administrative processes. About You Ideally 2 + years' experience in an IFA Administration role (1 years+ will be considered). Strong knowledge of financial planning processes, products, and platforms. Excellent organisational skills, with the ability to prioritise and manage multiple tasks effectively. High attention to detail and accuracy in data handling and documentation. Confident communication skills and a proactive, team-focused approach. Experience with back-office systems such as Intelligent Office (IO) would be advantageous. The Offer Salary up to around £38,000 , depending on experience and qualifications. Hybrid working, 3 days in office and 2 from home Supportive, professional working environment with long-term stability. Opportunity to work within a respected firm that values quality, integrity, and client service. This is an ideal opportunity for an experienced IFA Administrator who enjoys working as part of a professional team and wants to play a key role in supporting high-quality financial advice delivery.
Jun 20, 2026
Full time
Wealth Planning Administrator - City of London Salary: Up to £38,000 (plus quarterly bonuses) Location: City of London Type: Full-time, permanent An excellent opportunity has arisen for an experienced Wealth Planning Administrator to join a highly regarded and well-established financial planning firm based in the City of London. This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients. Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions. The Role Provide comprehensive administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications, valuations, and policy information. Liaise with product providers and clients to obtain and manage key documentation. Maintain accurate client records on internal systems and ensure all compliance requirements are met. Support advisers with meeting preparation, follow-up actions, and client communication. Assist with workflow management and contribute to the continuous improvement of administrative processes. About You Ideally 2 + years' experience in an IFA Administration role (1 years+ will be considered). Strong knowledge of financial planning processes, products, and platforms. Excellent organisational skills, with the ability to prioritise and manage multiple tasks effectively. High attention to detail and accuracy in data handling and documentation. Confident communication skills and a proactive, team-focused approach. Experience with back-office systems such as Intelligent Office (IO) would be advantageous. The Offer Salary up to around £38,000 , depending on experience and qualifications. Hybrid working, 3 days in office and 2 from home Supportive, professional working environment with long-term stability. Opportunity to work within a respected firm that values quality, integrity, and client service. This is an ideal opportunity for an experienced IFA Administrator who enjoys working as part of a professional team and wants to play a key role in supporting high-quality financial advice delivery.
Job Title: Level 3 Business Administrator Apprentice (Careers) Location: Birmingham Salary: £16,021 per annum (increasing to National Living Wage following 12 months in post) Job type: Full time, Fixed term for 24 months UCB is an equal opportunities employer. We are TEF rated Silver, with a Good Ofsted rating. The Role: Are you an organised, friendly individual who enjoys helping others and wants to build a career in administration or student support? This exciting opportunity offers hands-on experience within a dynamic and supportive university careers team that supports students across Further Education (FE), Higher Education (HE), and Sixth Form provision. As a Business Administrator Apprentice, you'll play a key role in supporting day-to-day operations and events, assisting students with basic careers queries, and ensuring the smooth delivery of services. You'll gain valuable experience while working towards a nationally recognised qualification. This role is ideal for someone with a genuine interest in student services, education, or administration-and a willingness to learn and grow in a busy, people-focused environment. Key Responsibilities Conduct CV checks and support the delivery of CV clinics Review and provide feedback on UCAS personal statements and applications Assist with drop-in sessions, answering straightforward careers-related enquiries Help develop and maintain careers resources (online and print) Support the planning and delivery of events, including booking rooms and promoting activities Maintain accurate records and assist with data entry and reporting Perform general administrative tasks such as managing shared inboxes, booking appointments, and updating spreadsheets Communicate professionally with staff, students, and external partners What We're Looking For A strong interest in careers, education, or student support Good written and verbal communication skills Confidence using Microsoft Office (Word, Excel, Outlook) Organised, reliable, and detail-oriented Friendly and professional attitude Willingness to learn and commit to the full apprenticeship programme What We Offer Full training and support throughout your apprenticeship Opportunity to gain a Level 3 qualification in Business Administration Experience working in a professional, student-focused team A chance to make a real impact on the student experience Benefits: Generous allocation of annual leave 29 days' paid leave per year 12 Bank Holidays & Concessionary Days Excellent Local Government Pension Scheme Employer Contributions - 20.9% Subsidised private healthcare provided by Aviva including a Digital GP Service. Employee Assistance Programme inclusive of counselling services, financial wellbeing support and bereavement support Annual health MOTs with our Registered Nurse Excellent staff development opportunities including professional qualification sponsorship A variety of salary sacrifice schemes including technology and cycle. Heavily-subsidised on-site car parking in central Birmingham Free on-site gym membership Extra Information: All applicants for employment at the University will be expected to undertake an Enhanced Check with the Disclosure and Barring Service prior to commencement. All applicants for employment at the University will be expected to demonstrate an understanding of the principles of Safeguarding and the PREVENT agenda in the context of further and higher education Closing Date - 5th July 2026 Interview Date - 16th July 2026 The University is an equal opportunities employer. Please click APPLY to be redirected to our website to complete an application form. Candidates with the experience or relevant job titles of: Administrator, Office Administration Assistant, Office Coordinator, Admin Assistant, Junior administrator, Business Administrator, Office Assistant, Office Coordinator, Operations Administrator will also be considered for this role.
Jun 20, 2026
Contractor
Job Title: Level 3 Business Administrator Apprentice (Careers) Location: Birmingham Salary: £16,021 per annum (increasing to National Living Wage following 12 months in post) Job type: Full time, Fixed term for 24 months UCB is an equal opportunities employer. We are TEF rated Silver, with a Good Ofsted rating. The Role: Are you an organised, friendly individual who enjoys helping others and wants to build a career in administration or student support? This exciting opportunity offers hands-on experience within a dynamic and supportive university careers team that supports students across Further Education (FE), Higher Education (HE), and Sixth Form provision. As a Business Administrator Apprentice, you'll play a key role in supporting day-to-day operations and events, assisting students with basic careers queries, and ensuring the smooth delivery of services. You'll gain valuable experience while working towards a nationally recognised qualification. This role is ideal for someone with a genuine interest in student services, education, or administration-and a willingness to learn and grow in a busy, people-focused environment. Key Responsibilities Conduct CV checks and support the delivery of CV clinics Review and provide feedback on UCAS personal statements and applications Assist with drop-in sessions, answering straightforward careers-related enquiries Help develop and maintain careers resources (online and print) Support the planning and delivery of events, including booking rooms and promoting activities Maintain accurate records and assist with data entry and reporting Perform general administrative tasks such as managing shared inboxes, booking appointments, and updating spreadsheets Communicate professionally with staff, students, and external partners What We're Looking For A strong interest in careers, education, or student support Good written and verbal communication skills Confidence using Microsoft Office (Word, Excel, Outlook) Organised, reliable, and detail-oriented Friendly and professional attitude Willingness to learn and commit to the full apprenticeship programme What We Offer Full training and support throughout your apprenticeship Opportunity to gain a Level 3 qualification in Business Administration Experience working in a professional, student-focused team A chance to make a real impact on the student experience Benefits: Generous allocation of annual leave 29 days' paid leave per year 12 Bank Holidays & Concessionary Days Excellent Local Government Pension Scheme Employer Contributions - 20.9% Subsidised private healthcare provided by Aviva including a Digital GP Service. Employee Assistance Programme inclusive of counselling services, financial wellbeing support and bereavement support Annual health MOTs with our Registered Nurse Excellent staff development opportunities including professional qualification sponsorship A variety of salary sacrifice schemes including technology and cycle. Heavily-subsidised on-site car parking in central Birmingham Free on-site gym membership Extra Information: All applicants for employment at the University will be expected to undertake an Enhanced Check with the Disclosure and Barring Service prior to commencement. All applicants for employment at the University will be expected to demonstrate an understanding of the principles of Safeguarding and the PREVENT agenda in the context of further and higher education Closing Date - 5th July 2026 Interview Date - 16th July 2026 The University is an equal opportunities employer. Please click APPLY to be redirected to our website to complete an application form. Candidates with the experience or relevant job titles of: Administrator, Office Administration Assistant, Office Coordinator, Admin Assistant, Junior administrator, Business Administrator, Office Assistant, Office Coordinator, Operations Administrator will also be considered for this role.
A well established organisation within the UK development and construction consultancy sector Your new companyMy client is seeking a Quantity Surveyor to join their team. Operating within the UK development and construction consultancy sector, they deliver project management, cost consultancy, and Employer's Agent services across a broad portfolio. Your new roleAs a key member of the team, you will: Lead the delivery of multiple projects across various sectors (with support from Senior Consultants where required). Manage all aspects of cost planning, financial reporting, and project forecasting. Prepare appointments, contracts, and all core documentation for commissions. Deliver Employer's Agent / Contract Administrator duties, including issuing project certification. Prepare interim valuations, contract instructions, and final accounts. Provide contract and dispute advice to clients. Attend and contribute to pre-contract meetings with clients, contractors, and wider professional teams. Undertake site visits for inspections, snagging, valuations, and handovers. Manage tender processes including issuing ITTs, evaluating bids, and making contract award recommendations. Prepare agendas, meeting minutes, reports, and client documentation. Arrange and occasionally chair project meetings. Support business development and marketing activities to help drive company growth. What you'll need to succeed Minimum 3 years' experience within a construction or consultancy environment. Strong capability in workload planning and resource management. Solid understanding of procurement routes and forms of building contract. Demonstrable experience managing and controlling project budgets. Strong financial planning abilities, including negotiation and problem-solving. Confident user of Microsoft Word, Excel, PowerPoint, with the ability to prepare high-quality reports and presentations. Experience using estimating tools and relevant industry software. What you'll get in return Competitive salary based on experience Clear opportunities for progression Supportive, collaborative working environment Exposure to a diverse range of projects and sectors Flexible/Hybrid working options What you need to do nowIf 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.
Jun 20, 2026
Full time
A well established organisation within the UK development and construction consultancy sector Your new companyMy client is seeking a Quantity Surveyor to join their team. Operating within the UK development and construction consultancy sector, they deliver project management, cost consultancy, and Employer's Agent services across a broad portfolio. Your new roleAs a key member of the team, you will: Lead the delivery of multiple projects across various sectors (with support from Senior Consultants where required). Manage all aspects of cost planning, financial reporting, and project forecasting. Prepare appointments, contracts, and all core documentation for commissions. Deliver Employer's Agent / Contract Administrator duties, including issuing project certification. Prepare interim valuations, contract instructions, and final accounts. Provide contract and dispute advice to clients. Attend and contribute to pre-contract meetings with clients, contractors, and wider professional teams. Undertake site visits for inspections, snagging, valuations, and handovers. Manage tender processes including issuing ITTs, evaluating bids, and making contract award recommendations. Prepare agendas, meeting minutes, reports, and client documentation. Arrange and occasionally chair project meetings. Support business development and marketing activities to help drive company growth. What you'll need to succeed Minimum 3 years' experience within a construction or consultancy environment. Strong capability in workload planning and resource management. Solid understanding of procurement routes and forms of building contract. Demonstrable experience managing and controlling project budgets. Strong financial planning abilities, including negotiation and problem-solving. Confident user of Microsoft Word, Excel, PowerPoint, with the ability to prepare high-quality reports and presentations. Experience using estimating tools and relevant industry software. What you'll get in return Competitive salary based on experience Clear opportunities for progression Supportive, collaborative working environment Exposure to a diverse range of projects and sectors Flexible/Hybrid working options What you need to do nowIf 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
Jun 19, 2026
Full time
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
An established and highly regarded financial planning firm based near York is looking to appoint an experienced Office Administrator to support its growing team.This is an excellent opportunity for someone with previous financial services administration experience who enjoys working in a professional, client-focused environment. You'll play a key role in ensuring the smooth day-to-day running of the business while supporting advisers, paraplanners, and clients. What You'll Be Doing Managing general office administration, including telephone calls, emails, and post Processing client applications and submitting new business accurately and efficiently Placing investment trades and fund switches as instructed Liaising with providers and clients to obtain and update information Maintaining internal systems, records, and client data Coordinating annual client reviews and appointments Preparing documentation and reports for client meetings Providing administrative support to advisers and paraplanners Helping to deliver an outstanding client experience What We're Looking For Previous administration experience within financial services is essential Strong organisational skills and excellent attention to detail A proactive approach and willingness to learn Excellent written and verbal communication skills Ability to manage multiple priorities effectively Proficiency in Microsoft Office, including Word, Excel, and Outlook A professional, friendly, and team-oriented attitude What's on Offer 26 days annual leave plus bank holidays Additional annual leave for long service Christmas office closure Private medical insurance Ongoing training and development opportunities Support and sponsorship for professional qualifications Modern office environment Friendly, supportive team culture where your contribution is genuinely valued 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.
Jun 19, 2026
Full time
An established and highly regarded financial planning firm based near York is looking to appoint an experienced Office Administrator to support its growing team.This is an excellent opportunity for someone with previous financial services administration experience who enjoys working in a professional, client-focused environment. You'll play a key role in ensuring the smooth day-to-day running of the business while supporting advisers, paraplanners, and clients. What You'll Be Doing Managing general office administration, including telephone calls, emails, and post Processing client applications and submitting new business accurately and efficiently Placing investment trades and fund switches as instructed Liaising with providers and clients to obtain and update information Maintaining internal systems, records, and client data Coordinating annual client reviews and appointments Preparing documentation and reports for client meetings Providing administrative support to advisers and paraplanners Helping to deliver an outstanding client experience What We're Looking For Previous administration experience within financial services is essential Strong organisational skills and excellent attention to detail A proactive approach and willingness to learn Excellent written and verbal communication skills Ability to manage multiple priorities effectively Proficiency in Microsoft Office, including Word, Excel, and Outlook A professional, friendly, and team-oriented attitude What's on Offer 26 days annual leave plus bank holidays Additional annual leave for long service Christmas office closure Private medical insurance Ongoing training and development opportunities Support and sponsorship for professional qualifications Modern office environment Friendly, supportive team culture where your contribution is genuinely valued 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.
