39 jobs found

Financial Adviser Administrator Oldham Area Flexible Hybrid Working (Up to 4 Days Working from Home) Salary: Up to £32,000 An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and growing financial planning firm based in the Oldham area. This role would suit a highly organised and detail-oriented individual with previous experience within financial services administration who enjoys supporting advisers and delivering exceptional client service. Offering flexible hybrid working and a supportive team environment, this is a fantastic opportunity to further your career within wealth management. The Role Working closely with Financial Planners, you will provide comprehensive technical and administrative support throughout the advice process, ensuring clients receive a professional and efficient service at every stage of their journey. You will play a key role in maintaining accurate records, preparing client documentation, processing applications, and liaising with providers to ensure business is completed smoothly and within agreed timescales. Key Responsibilities Provide high-quality administrative and technical support to Financial Planners Assist in delivering solutions that help clients achieve their financial objectives Ensure client files are complete and compliant, including all required identification and documentation Prepare for client meetings and complete all post-meeting follow-up activities Maintain and update client records accurately using Salesforce CRM Compile clear and comprehensive reports and documentation Prepare suitability letters and reports throughout the advice process Support the preparation of client reviews, including cashflow modelling updates and investment performance reporting Process new business applications accurately and maintain management information records Progress applications with product providers, clients and third parties to ensure timely completion Produce illustrations, reports and key client data Liaise extensively with provider administration centres to facilitate transactions and resolve queries Chase Letters of Authority and outstanding provider information Produce templated client correspondence and reports Handle incoming telephone calls professionally and confidently, providing excellent service to clients and providers About You To be successful in this role, you will have: Previous experience within an IFA or financial planning administration role Strong understanding of financial services processes and client servicing Excellent attention to detail and organisational skills Strong communication skills, both written and verbal Ability to manage multiple priorities and work to deadlines Confidence liaising with clients, providers and third parties Good IT skills and experience using CRM and back-office systems A proactive and professional approach with a strong focus on client service What's on Offer? Salary up to £32,000 Flexible hybrid working with up to 4 days working from home Company pension scheme Excellent staff benefits package Full training on company systems and compliance procedures Friendly, supportive and collaborative working environment Long-term career development opportunities within a growing business If you're an experienced Financial Services Administrator looking for a flexible role within a professional and supportive team, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16784 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

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

Our client is a highly respected wealth management practice seeking a proactive, organised, and detail-driven Financial Administrator to support daily operations and ensure exceptional client service. This role is ideal for someone who thrives in a fast-paced environment, enjoys working closely with advisers, and takes pride in delivering high-quality administrative and client support. If you're experienced, client-focused, and looking for a role where your contribution genuinely matters, this could be the perfect next step. The Opportunity As a Financial Administrator, you will play a key role in ensuring the smooth running of the practice. You'll support advisers, manage client workflows, and maintain high standards of accuracy and professionalism across all administrative processes. This is a hands-on role with real responsibility, you'll be involved in client communication , case management , new business processing , and meeting preparation , helping to deliver a seamless client experience. The Role New Business Processing Prepare and submit advice packs including illustrations, applications, and suitability letters Prioritise casework to meet agreed SLAs Ensure all documentation is accurate, compliant, and complete Client Meeting Follow-Up Format and process meeting notes Update internal systems including Salesforce and other platforms Complete all post-meeting actions promptly and accurately Client Review Management Support advisers with the coordination of client review cycles Monitor review tasks and ensure timely delivery Maintain accurate records throughout the review process Client Communication & Call Handling Handle incoming calls professionally and client-centrically Log, resolve, or escalate queries in line with service standards Maintain clear, accurate communication records Mail & Document Processing Manage incoming and outgoing mail Scan, prioritise, and log documents within required turnaround times Marketing & Client Engagement Organise and distribute marketing materials for campaigns and client occasions Ensure communications are accurate, compliant, and brand-aligned Case & Pipeline Management Maintain end-to-end ownership of allocated cases Follow up on provider requests such as LOAs Track pipeline business weekly and chase outstanding items Meeting Preparation & Onboarding Prepare client files ahead of meetings Set up new clients across internal systems and ensure data accuracy Professional Communication Draft clear, professional written communications to clients, providers, and internal teams What They're Looking For Previous experience in a senior administrative or client support role within financial services Strong organisational skills and exceptional attention to detail Ability to manage multiple tasks in a deadline-driven environment Strong verbal and written communication skills Proficiency in Microsoft Office and familiarity with Salesforce Client-focused mindset with a commitment to high-quality service Confident telephone manner and ability to build rapport Ability to work independently and collaboratively Why This Role? This is a fantastic opportunity to join a stable, well-regarded wealth management practice where your work directly contributes to outstanding client outcomes. You'll be part of a supportive, professional team with opportunities to grow, develop, and take on more responsibility over time. Please contact Laura at Financial Divisions

Personal Assistant Location: Chichester Salary: £30,000 - £35,000 plus Benefits (DOE) About the Role Our client, a well-established and highly respected Financial Services practice, is seeking an experienced and proactive Personal Assistant to provide comprehensive support to senior advisers and the wider team. This is a varied and fast-paced role that would suit an organised professional who thrives on managing multiple priorities, has exceptional attention to detail, and is comfortable working within a client-focused environment. Previous experience within Financial Services, Wealth Management, Financial Planning, or a similar regulated environment would be highly advantageous. A key aspect of the role will involve attending client meetings, producing detailed and accurate post-meeting summaries, and ensuring all follow-up actions are documented and completed efficiently. Key Responsibilities Executive & Administrative Support Provide day-to-day support to senior advisers and directors. Manage diaries, appointments, and meeting schedules. Organise client meetings, including preparation of documentation and meeting packs. Handle correspondence, telephone enquiries, and client communications professionally and confidentially. Coordinate travel arrangements and other administrative requirements. Meeting Support & Documentation Attend client meetings where required. Produce clear, concise, and professional post-meeting summaries and client notes. Record actions, recommendations, and follow-up requirements accurately. Ensure meeting records comply with internal procedures and regulatory requirements. Track outstanding actions and ensure timely completion. Client Relationship Management Act as a key point of contact for clients. Deliver a high level of customer service and maintain strong professional relationships. Assist with client onboarding, documentation, and ongoing servicing requirements. Liaise with providers and third parties to obtain information and progress client cases. General Office Support Maintain accurate records and filing systems. Support compliance and administration processes. Assist with project work and business initiatives as required. Contribute to the smooth running of the practice and wider team. Systems & Tools Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) CRM systems Salesforce experience would be preferred About You We're looking for an individual who is: Highly organised with excellent time management skills. A confident communicator with strong written and verbal communication abilities. Experienced in producing accurate meeting notes, summaries, and professional documentation. Comfortable managing confidential and sensitive information. Able to work independently whilst supporting a busy team. Detail-oriented with excellent proofreading and administration skills. Proactive, professional, and client-focused. Desirable Experience Previous experience as a Personal Assistant, Executive Assistant, or Senior Administrator. Experience within Financial Services, Wealth Management, Financial Planning, Banking, or a regulated professional services environment. Understanding of Financial Services terminology and processes. Experience producing client meeting summaries, suitability reports, or technical documentation. If you're looking to join a professional and growing Financial Services practice where you can play a key role supporting advisers and delivering an exceptional client experience, we'd love to hear from you.

CLIENT SERVICES ADMINISTRATOR £26,000 - £30,000 - Wolverhampton - Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.

Financial Services Administrator Location: Summertown, North OxfordHours: 9am - 5pm fully office basedSalary: Highly competitive + bonus and benefits Are you an enthusiastic Financial Services Administrator who could fulfil a vital support function as part of the team at a highly respected Appointed Representative of St. James's Place Plc. (SJP) This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage a varied workload while maintaining exceptional client service standards. You will be working closely with Advisers, Paraplanners, and the Administration team in this SJP Partner Practice to ensure the smooth delivery of all business processes and client servicing requirements. As the Financial Services Administrator you will be responsible for: Supporting a busy Practice with a range of administrative tasks Managing client communications and maintaining accurate records Assisting with reports, portfolio reviews, and new business processing Diary and database management The ideal experience, skills and behaviours you possess are: Excellent face-to-face and telephone client interaction skills, the ability to build rapport swiftly and provide quality support to agreed standards and timescales Calm and approachable, projecting professionalism and confidence, working with total discretion at all times Excellent written communication skills and great attention to detail. Ability to focus on your own tasks as well as on shared goals as part of the team. Previous experience in an office support role in Financial Services. Creating and maintaining client files; experience of client management systems such as Salesforce would be ideal Broad knowledge of Microsoft Office (Outlook, Word, Excel) If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in.St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Service Support & Invoice Administrator Location: Redditch Full-Time Fixed-Term Contract (18 months) Pay: 13 - 15 per hour Hours: Monday to Friday (office hours) About the Role: We are seeking a highly organised and detail-oriented Service Support & Invoice Administrator to join our busy Service team on an 18-month fixed-term contract. This is a key role responsible for ensuring accurate service invoicing, maintaining administrative records, and supporting day-to-day operations. You'll work closely with technicians, customers, and internal teams to ensure work orders are processed efficiently, invoices are issued promptly, and service operations run smoothly. Key Responsibilities: Service Invoicing & Administration Review and approve work orders to ensure they are correct and ready for invoicing Ensure timely completion and closure of work orders within SAP Liaise with Technicians to resolve missing or incomplete information Prepare and issue accurate invoices, including cost breakdowns for customers Manage invoice queries and follow up on overdue payments Allocate travel and service-related costs to relevant work orders Maintain utilisation data and service records Update customer and service information in Salesforce Carry out quality checks on technician timesheets Finance Support Support the Finance team with service-related information Approve supplier invoices and handle payment queries Maintain subcontractor cost records and recharge processes Update work breakdown structures in SAP Technician Support & Coordination Manage overtime reporting and ensure compliance with company policies Arrange technician travel including flights, ferries, and hire vehicles Order tools, materials, and equipment, maintaining accurate stock records Assist with work-order documentation General Administration Order office supplies and manage department resources Handle incoming and outgoing post Provide cover for Warranty Processing when required About You: Essential Skills & Experience Proven administrative experience within a service, engineering, or technical environment Strong attention to detail and high level of accuracy Excellent communication and organisational skills Ability to manage multiple tasks and meet deadlines Experience with SAP and Salesforce (or ability to learn quickly) Proficient in Microsoft Office Self-motivated with the ability to work both independently and as part of a team Desirable Experience in a service operations environment Knowledge of work-order processes and service invoicing Reporting Structure Reports to: Field Service Manager Department: Service / Operations Why Join Us? Competitive hourly rate of 13 - 15 per hour Stable 18-month contract with full-time hours Supportive, collaborative working environment Opportunity to gain experience across service, finance, and operations If you're a proactive administrator with a keen eye for detail and a passion for supporting operational excellence, we'd love to hear from you. How to Apply : If you're interested in this opportunity, please apply now with your up-to-date CV or contact Adecco Worcester for further details. Note : Only successful applicants will be contacted for an interview. Thank you for your understanding. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

I am representing an established organisation who are seeking a hands-on CRM System Administrator to support operational needs within its Salesforce environment. This role is focused on ensuring the CRM remains a trusted, accurate source of truth for pipeline, contracts, and revenue data, while supporting business users and maintaining strong data governance. Key Responsibilities: Day-to-day Salesforce administration, including users, permissions, and configuration Ongoing data hygiene: deduplication, clean-up of dormant/orphaned records, and maintaining data quality standards Management of picklists, record types, validation rules, and page layouts Supporting controlled changes and releases (e.g. sandbox to production) Maintaining a robust data quality framework across key CRM objects Assisting with reconciliation activities between CRM and finance systems Building and maintaining reports and dashboards (pipeline, bookings, revenue, renewals) Providing first-line user support, onboarding guidance, and basic documentation Requirements: Proven experience in Salesforce or a similar CRM system within a commercial environment Strong focus on data quality, governance, and reporting accuracy Confident working with Excel and data cleansing tasks Strong communication skills with a service-oriented mindset Understanding of B2B revenue processes (desirable) Salesforce Admin certification (ADM 201) advantageous This is a full time, temporary role and for the right candidate, it could develop in to a permanent position. Hybrid working is offered. Interviews are commencing immediately. If you are interested, please contact Emily at Pure.

Sales Administrator High Wycombe, commutable from: Reading, Slough, Bracknell, Maidenhead, Windsor, Uxbridge, Ruislip, Chorleywood, Chalfront St Peter, Amersham, Chesham, Wendover, Princes Risborough & all surrounding areas 30,000 - 34,000 (Pro Rata) 6-month fixed term contract Do you have sales administration experience and are looking to work for an industry-leader offering ongoing technical training and development? You'll play a key role in supporting the sales function, ensuring orders are processed accurately, customer enquiries are handled efficiently, and internal teams work together to deliver an exceptional customer experience. Working alongside colleagues across several European territories and international offices, you'll gain exposure to global business operations while developing your technical knowledge, systems expertise, and commercial skills within a supportive and collaborative environment. The company are the global leader within their specialist field supplying into a wide-range of industry sectors and due to the continued growth of the business they are now looking to recruit a Sales Administrator. This position would suit somebody with sales administration experience looking for an interesting and varied position. The Role: Process customer orders and maintain accurate records in Salesforce and ERP systems. Support quotations, lead times, reporting, customer account setup, and general sales administration. Liaise with Service, Finance, Logistics, and international teams to ensure smooth order delivery. The Candidate: Previous sales administration experience. Strong organisational skills with excellent attention to detail Happy being fully office based Reference Number: BBBH(phone number removed) To apply for this role or to be considered for further roles, please click "Apply Now" or contact Patrick Simper at Rise Technical Recruitment. Rise Technical Recruitment Ltd acts an employment agency for permanent roles and an employment business for temporary roles. The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set and will be decided by our client, the employer. Rise are not responsible or liable for any hiring decisions made by the end client. We are an equal opportunities company and welcome applications from all suitable candidates.

Patient Services Administrator Location: Newport, Isle of Wight Salary: 24K to 28K per annum Job Type: Full-Time, Permanent Pertemps Isle of Wight is recruiting on behalf of one of our valued clients for a Patient Services Administrator to join their growing team based on the Isle of Wight . This is an excellent opportunity for an experienced customer service professional who enjoys helping others and thrives in a fast-paced environment. The successful candidate will play a key role in supporting patients throughout their healthcare journey, ensuring exceptional service and efficient administration at every stage. The Role As a Patient Services Administrator, you will be the first point of contact for patients, carers, families and healthcare professionals. You will provide support via telephone, email and online communication channels, assisting with appointments, enquiries and administrative processes while delivering a high standard of customer care. Key Responsibilities Act as the first point of contact for patient enquiries, providing professional and responsive customer service. Handle telephone calls, emails and online enquiries efficiently and sensitively. Book patient appointments, assessments and ongoing treatment sessions. Maintain accurate and up-to-date patient records and administrative documentation. Ensure all information is handled in line with confidentiality, compliance and data protection requirements. Escalate concerns or issues that may impact patient care or service delivery to the appropriate supervisor. Provide clear and accurate information to patients, families and carers. Support colleagues across the wider administration team to maintain service continuity. Assist with the coordination of sensitive matters, including safeguarding concerns, complaints, incidents and data-related issues when required. Contribute to the continuous improvement of patient experience and administrative processes. About You Essential Requirements Minimum of 3 years' experience in a customer service, administration or support-based role. Experience using databases and performing accurate data entry. Strong understanding of confidentiality and the importance of handling sensitive information appropriately. Excellent verbal and written communication skills. Strong organisational skills with exceptional attention to detail. Ability to manage multiple priorities and adapt to changing demands. Empathetic approach with the ability to support individuals in potentially challenging situations. Professional, calm and patient manner when dealing with enquiries. Desirable Skills & Experience Experience working in a busy, customer-facing environment. Knowledge or experience of Salesforce or similar CRM systems. Previous experience within healthcare, patient services or a regulated environment. Personal Attributes The successful candidate will be: Friendly, approachable and professional. A proactive team player with a positive, can-do attitude. Flexible and adaptable in their approach to work. Confident communicating with people at all levels. Patient, diplomatic and compassionate. Able to remain calm under pressure and handle sensitive situations appropriately. Committed to delivering an excellent customer experience. What Success Looks Like High levels of patient, family and carer satisfaction. Accurate and compliant patient record management. Efficient handling of enquiries and appointment bookings. Achievement of service targets and administrative deadlines. Consistently professional and supportive interactions with patients and colleagues. If you are an organised and customer-focused administrator looking for your next opportunity on the Isle of Wight, we would love to hear from you. Apply today through Pertemps today.

Job Title - Wealth Administrator Location - Exeter (EX2) Salary - Up to £33,000 depending on experience Role Type - Full-time, Permanent We are an established Senior Partner Practice of St. James s Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice. About the Role - Wealth Administrator We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm s client service proposition helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time. Key Responsibilities - Wealth Administrator The successful candidate will: Own client servicing tasks for our client bank Support the delivery of client review cycles, follow-ups and recurring servicing tasks Maintain accurate client records, workflows and management information Work closely with wealth planners and paraplanners to support case preparation and client communication Help ensure client enquiries are handled professionally, warmly and efficiently Support compliance and operational processes in line with the firm s standards Identify process friction and suggest practical improvements Escalate appropriately where judgement, authority or technical input is required Contribute to a professional, client-focused and supportive team culture What We Are Looking For - Wealth Administrator We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring: Strong administration and organisational skills Excellent attention to detail A warm and professional communication style Confidence dealing with clients by email and telephone The ability to manage tasks, deadlines and follow-ups reliably A proactive approach to solving problems and improving processes Comfort working with CRM systems (Salesforce) and workflow tools A strong team ethic and willingness to support colleagues An interest in developing a career within wealth management What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business. Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Salesforce Developer Cardiff (1 day per week onsite) Hybrid Competitive Salary of up to £65k + Bonus and comprehensive benefits package. We are recruiting for a Salesforce Developer to join a growing technology team delivering enhancements and ongoing development across a Salesforce platform. This is a fantastic opportunity for someone with 1-2+ years of Salesforce experience who enjoys working closely with stakeholders to build scalable solutions and improve business processes. Key Skills & Experience: Salesforce development and configuration experience Strong knowledge of Flows, Validation Rules and platform automation Understanding of Salesforce security models, data structures and reporting Experience with Reports & Dashboards Exposure to Apex, Lightning Web Components (LWC) and integrations is desirable Experience working in an Agile environment Strong communication and problem-solving skills Desirable: Financial services sector experience What's on Offer? Hybrid working (1 day per week in Cardiff) Opportunity to work on a business critical Salesforce platform Supportive team environment with ongoing development opportunities. If you're a Salesforce Developer looking for your next challenge, apply today for immediate consideration. Salesforce / Developer / Administrator /CRM / Apex / Lightning / Cloud / FS / Financial Services / Omni / South West / Bristol / Cardiff / Newport / Gloucester / Cheltenham / Swindon / Cirencester / Hereford / Permanent / Hybrid / £50 65k

Working for a global manufacturing company within their prestigious, modern office, the t Administrator acts as a key link between customers, Business Development Managers and internal departments to ensure a high level of service and efficiency. This is a new role due to growth and the Administrator will join a small, highly motivated team to support the continued success of the wider business. Working Monday to Friday, the Administrator will be rewarded with 31 days holiday including Bank Holidays, life assurance, private medical insurance, pension scheme, and access to a benefits platform. To apply for this fantastic role, you will have experience within administration, sales processes and order management with preferred skills in Salesforce, SAP, or a similar system. Main Responsibilities Support with Sales Support activities, co-ordinate with internal departments such as sales, finance, production, customer services and also externally with customers Provide administration, maintenance and support for customer queries Liaise with finance on new account set ups, apply pricing and charges, along with specific product visibility Liaise with finance regarding business case requests from Business Development Managers (improved discount terms, retrospective payments for customers, etc) Create contractual agreements, set up contractual terms for retrospective and clawback payment/invoices for specific customers Liaise with 3rd party equipment providers, where there is a contractual agreement in place Amend discounts and charges on internal systems in agreement with Business Development Managers Set up DHL and DX shipment/collections for products Maintain Loyalty Points Scheme Pricing reconciliation and raise credits where applicable Apply product offers to specific customer accounts in agreement with Business Development Manager requests Place orders via SAP software for equipment and consumables Produce sales reports using various reporting tools (PowerBi, Cognos) Experience and skills required Experience of working within either sales support, administration or customer service Experience of working with systems including Salesforce, PowerBi, SAP, DocuSign (preferred) Familiarity with sales processes and order management Strong organisational and multitasking skills Excellent communication (written and verbal) Attention to detail and accuracy Customer focused mindset Good relationship builder/ team player Able to work on own initiative and good problem-solving skills Unfortunately, due to time restrictions we cannot respond to every applicant, in the event that we haven t contacted you within 48 hours please take it you have not been successful for this particular role, but your details will be kept on file and considered for all future vacancies. We are an equal opportunities agency and welcome applicants from all backgrounds. We are acting on behalf of the client as an Employment Agency in relation to this vacancy.

Sales Co-Ordinator required for my well establsiehd client based in Coalville, on a full time basis Reporting to the Senior Sales Executive and Head of Sales, the Sales Co-Ordinator role is a varied role. Whilst supervising a team of 2 Sales Administrators / Advisors and an Internal Sales Representative, the Sales Co-Ordinator will be working Monday to Friday, 8am to 5pm. In the absence of the Senior Sales Executive, the Sales Co-Ordinator will report to the Head of Sales. The Sales Co-Ordinator will play an integral part in the co-ordination, supervision and development of a small team, whilst being responsible for upselling, identifying new sales opportunities and forging excellent internal cross-departmental relationships. Key Responsibilities: Effective team supervision as aforementioned, ensuring all team members are focussed, and deliver on an ongoing basis on all Key Performance Indicators (KPI s). Ensuring effective reporting of sales performance figures, KPI s and so forth on a weekly basis. Resolving customer queries and / or complaints in a professional, timely manner, whilst reporting back to the Senior Sales Executive and Head of Sales, respectively. Looking to upsell at every opportunity. Ensuring respective sales SLA s are adhered to at all times Ensuring full product knowledge at all times, whilst imparting this knowledge to clients team members and all other relative parties in a simple, yet effective manner Ensuring attendance at all relative meetings as required and requested by the Senior Sales Executive and Head of Sales, respectively Forging excellent working relationships with the Sales Executives Facilitating the execution of the Company s Sales strategy The effective use of all internal Sales systems, such as Salesforce Overseeing the effective supervision and development of Sales Administrators / Advisors whilst ensuring all relative training records are maintained and updated at all times Cross-departmental engagement, whilst working closely with all relevant stakeholders in a professional manner Escalating any concerns and / or queries to the Senior Sales Executive and Head of Sales as required Exploring new ways of fee generation, and agreeing these with the Senior Sales Executive and Head of Sales, respectively Suggesting avenues for process improvement to the Senior Sales Executive and Head of Sales Previous experience in a similar role is essential

Are you eager to make a significant impact in a role that combines operational excellence with innovative technology? A leading company in the industrial services and Facilities Management space is seeking an Inhouse Consultant LeadecOS / CAFM Specialist based in Coventry (with travel across UK sites). This is not a pure IT or systems administrator role; it is a dynamic blend of CAFM system management, process improvement, user training, and data analysis. As this market leader expands its hard FM and technical services footprint, you will serve as the UK subject matter expert, driving the deployment and optimisation of a newly launched, custom platform to transform service delivery nationwide. The Role As the Inhouse Consultant CAFM Specialist, you ll: Lead System Implementation & Rollout: Spearhead system deployments across the UK, gathering business requirements, configuring the platform to optimise workflows, and ensuring total alignment with global standards. Drive Operational Improvement: Partner closely with site managers and operational teams to improve business processes, maximise system utilisation, and support the seamless mobilisation of new contracts and sites. Deliver User Support & Training: Act as the primary point of contact for system queries, conducting comprehensive training for managers, helpdesk teams, and administrators while producing clear user guides and documentation. Manage Data & Advanced Reporting: Maintain rigorous data quality across multiple sites, analysing operational trends and leveraging advanced Excel tools (such as Pivot Tables, Power Query, and complex formulas) to deliver actionable insights. You To be successful in the role of In-house Consultant CAFM Specialist, you ll bring: Operational CAFM Expertise: Strong operational awareness and practical experience supporting CAFM, field service, or service management systems from an operations standpoint, rather than a purely IT infrastructure angle. Relevant experience is desirable: Experience in CAFM , FM systems managers, helpdesk managers/team leaders, mobilisation managers with CAFM exposure, or FM operations professionals with exceptional systems knowledge. Advanced Data & Technical Skills: High proficiency in Microsoft Excel to manage structured datasets. Familiarity with Salesforce, project implementation, or exposure to industrial/hard services is highly desirable. Excellent Stakeholder Management: Superior communication skills to seamlessly bridge the gap between UK operations and European stakeholders. Mobility & Flexibility: A full UK driving license and a willingness to travel regularly to support a diverse site portfolio spanning Coventry, Solihull, Birmingham, Warrington, Hinkley, Crewe. What's in it for you? This role offers significant autonomy as the UK lead for the platform, providing a unique opportunity to shape how a major CAFM application develops across the business. You will benefit from a highly collaborative structure, reporting directly to the UK Head of Engineering & Projects. The position offers: A basic salary of £50,000 (with flexibility up to £60,000 for the right candidate). A £5,000 car allowance and a performance-related bonus scheme worth up to 20% . A balanced 37.5-hour working week with hybrid arrangements (typically 3 days on-site/2 days WFH, with more site presence required during critical mobilisations). Direct influence on high-profile operational projects that enhance business efficiency. Apply Now! To apply for the position of Inhouse Consultant LeadecOS / CAFM Specialist, click Apply Now and send your CV to Olivia Blake. Interviews are taking place now, so don t miss your chance to secure this impactful role!

Salesforce Developer - Education Cloud Perm London (Hybrid working) Salary - 55,000 - 107,100pa My client is helping universities modernise the entire student lifecycle using Salesforce Education Cloud. This is not a support or ticket-resolution role. They want developers who think about architecture, scalability, maintainability and long-term platform design. Candidates will work directly with universities, helping shape how Education Cloud is used across admissions, student engagement and wider university operations. Must Haves: Salesforce development experience Apex Lightning Web Components (LWC) Salesforce integrations and APIs Strong understanding of Salesforce platform architecture Salesforce Platform Administrator certification Highly Desirable Salesforce Education Cloud Education Cloud Consultant certification University or Higher Education sector experience

Salesforce Experience Cloud Web Lead- 60,000 (London) 56,000 (Remote) - Flexible (Remote Available) The Opportunity Yolk Recruitment Public Sector & Not-for-Profit team are working closely with an incredibly worthwhile charity that supports some of the most in need people. They work closely with charities in the space to create a strong network of support for the vulnerable. We are helping them recruit a Salesforce Experience Cloud Web Lead who will be designing, developing and delivering a Salesforce Experience Cloud based information hub for an exciting new project. What the Salesforce Experience Cloud Website Lead will be doing You will be working with the Head of Data Systems and AI to scope and design an online site before working with the technical teams for build and release. Scope and design the Salesforce experience site - Consulting with target audiences and stakeholders to ensure it meets their requirements Work with technical staff to build the platform and facilitate user testing with target audiences Create training materials (guides, short videos) for both internal staff and external users to encourage adoption Monitor site adoption, user behaviour, and engagement metrics to identify pain points and areas of success Manage the backlog of feature requests, bugs, and Salesforce seasonal release updates What the successful Salesforce Experience Cloud Web Lead will bring to the team You will have a strong understanding of Salesforce Experience Cloud in order to support the design and build, and strong project management skills in order to take the project from discovery to completion. Effective project management skills with the ability to prioritise and manage deadlines and work across multiple workstreams at the same time. Experience managing a database, website or online community via a Salesforce experience site. Salesforce Certified Administrator OR Salesforce Certified Experience Cloud Consultant certifications. Proficiency with Salesforce Flows, standard object architecture, sharing/visibility models, and Salesforce CMS. Basic knowledge of HTML/CSS for minor branding tweaks. Desirable = Knowledge of homelessness and/or supported housing Here's What You'll Get in Return Salary of up to 60,000 Flexible working arrangements Generous Holiday Allowances - 30 days PLUS bank holidays Employee assistance and training programmes Think this one's for you If you think this Salesforce Experience Cloud Web Lead opportunity is for you then please apply online. Yolk Public Sector & Not-for-Profit team works with organisations across the UK to fulfil their recruitment needs and to achieve their D&I objectives. We recruit temporary, contract and permanent hires for 1 off specialist needs or for volume campaigns. We support our applicants to navigate the public sector recruitment processes and secure their dream jobs. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work.

Position: Salesforce Administrator Location: Remote Perm Role - 45k - 50k Job Purpose. The Salesforce Administrator is responsible for the configuration, maintenance, and continuous improvement of the Salesforce platform , ensuring it effectively supports business processes, users, and data integrity. The role acts as the primary point of contact for Salesforce users, driving adoption, usability, and ongoing optimisation of the system. Job context & scope Key Duties and Responsibilities Salesforce Administrator: The responsibilities for the role include, but are not limited to: Salesforce Platform Management Configure and maintain Salesforce features including objects, fields, page layouts, flows, validation rules, and reports Manage user accounts, profiles, roles, permissions, and security settings Ensure system availability, performance, and data integrity Implement and maintain automation using Salesforce tools (Flows, Approval Processes) User Support & Training Act as first-line support for Salesforce-related issues and questions Troubleshoot and resolve system errors and user-reported issues Deliver user training, documentation, and guidance to improve adoption Gather feedback and translate business requirements into Salesforce solutions Data Management & Reporting Maintain high standards of data quality, accuracy, and consistency Perform data imports, exports, deduplication, and cleansing Create and maintain dashboards and reports to support business insight and decision-making Change Management & Continuous Improvement Manage Salesforce releases and coordinate testing of new features Assess impact of platform updates and communicate changes to users Identify opportunities to enhance efficiency through automation and process improvements Support minor enhancements and collaborate with developers on more complex changes Security, Compliance & Best Practice Ensure Salesforce usage complies with security, privacy, and regulatory requirements Manage access controls and audit trails Follow Salesforce and organizational best practices Maintain system documentation and configuration records Stakeholder & Vendor Collaboration Liaise with business stakeholders to understand requirements and priorities Work with Salesforce vendors, partners, or developers as needed Support integration with other systems where applicable Transformation Provide support to the wider Transformation Team on non-Salesforce related change activity if applicable and / or there is downtime Requirements for the role Proven experience as a Salesforce Administrator or similar role Strong communication and interpersonal skills. Salesforce Administrator Certification (ADM 201) - preferred Experience supporting Sales, Service, or Marketing Cloud Understanding of CRM processes and business workflows INDIT Planet Recruitment is acting as an Employment Business in relation to this vacancy.