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senior administrator
Anderson Recruitment Ltd
Financial Services Administrator - Hybrid Working
Anderson Recruitment Ltd Gloucester, Gloucestershire
Our client, a UK-wide independent financial advice business, is seeking a Financial Services Administrator to join their Gloucester office on a full-time, permanent basis. This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers. The role plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments. The successful candidate will demonstrate strong communication skills and a commitment to delivering high-quality client service. Using initiative effectively and work collaboratively to support positive client and business outcomes. Responsibilities: New Business & Client Administration -Process new business applications and associated paperwork through to submission -Carry out client identity verification checks where required -Chase applications, transactions and client requests through to completion -Maintain accurate and up-to-date client and plan records on Intelligent Office -Ensure all client documentation is recorded and managed in line with company procedures Adviser & Platform Support -Manage client transactions, cash holdings and trades on provider platforms as instructed -Prepare quotations, applications and supporting documentation for adviser client meetings -Complete tasks assigned by advisers, managers, team leaders and colleagues Client, Provider & Claims Management -Respond promptly to queries from clients, providers and advisers -Handle incoming calls and direct enquiries appropriately -Process and manage policy and claims through to completion -Ensure clients receive the correct documentation in a timely manner Operational & Professional Responsibilities -Complete ad hoc tasks and other duties as required by the Senior Management Team -Work in accordance with company policies, health and safety requirements, and core values Hours: Monday to Friday 9am to 5pm - 2 days per week working from home Salary: 28,000 to 30,000 plus excellent benefits including: -25 days holiday plus holiday trading -Day off for birthday -Free parking -Pension -Income protection -Life cover -Health cash plan
Jun 29, 2026
Full time
Our client, a UK-wide independent financial advice business, is seeking a Financial Services Administrator to join their Gloucester office on a full-time, permanent basis. This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers. The role plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments. The successful candidate will demonstrate strong communication skills and a commitment to delivering high-quality client service. Using initiative effectively and work collaboratively to support positive client and business outcomes. Responsibilities: New Business & Client Administration -Process new business applications and associated paperwork through to submission -Carry out client identity verification checks where required -Chase applications, transactions and client requests through to completion -Maintain accurate and up-to-date client and plan records on Intelligent Office -Ensure all client documentation is recorded and managed in line with company procedures Adviser & Platform Support -Manage client transactions, cash holdings and trades on provider platforms as instructed -Prepare quotations, applications and supporting documentation for adviser client meetings -Complete tasks assigned by advisers, managers, team leaders and colleagues Client, Provider & Claims Management -Respond promptly to queries from clients, providers and advisers -Handle incoming calls and direct enquiries appropriately -Process and manage policy and claims through to completion -Ensure clients receive the correct documentation in a timely manner Operational & Professional Responsibilities -Complete ad hoc tasks and other duties as required by the Senior Management Team -Work in accordance with company policies, health and safety requirements, and core values Hours: Monday to Friday 9am to 5pm - 2 days per week working from home Salary: 28,000 to 30,000 plus excellent benefits including: -25 days holiday plus holiday trading -Day off for birthday -Free parking -Pension -Income protection -Life cover -Health cash plan
HSL
Warehouse Administrator
HSL Barwell, Leicestershire
Job Title: Warehouse Operative/Administrator Location: Barwell Pay Rate: £12.71- £13.50 per hour Hours: Monday Friday, 8:30am 5pm About the Role: Our client based in Barwell is seeking a Warehouse Operative/Administrator to join their team. The successful candidate will play a key role in supporting warehouse operations, ensuring smooth processes, and meeting shipping deadlines. Key Responsibilities: Assist in the preparation of regularly scheduled reports Maintain and update the stock management system Produce packing lists for worldwide shipments Ensure shipping deadlines are met Track shipments and update records accordingly Provide support to warehouse personnel Liaise with managers to handle requests and queries from senior management Requirements: Proven experience as an administrative assistant or in a similar role Knowledge of office management systems and procedures Proficiency in MS Office, particularly Excel (intermediate to advanced) Strong experience with V-lookups and pivot tables Excellent time management and workload prioritisation skills High attention to detail and problem-solving ability Strong written and verbal communication skills Excellent organisational skills with the ability to multi-task
Jun 29, 2026
Full time
Job Title: Warehouse Operative/Administrator Location: Barwell Pay Rate: £12.71- £13.50 per hour Hours: Monday Friday, 8:30am 5pm About the Role: Our client based in Barwell is seeking a Warehouse Operative/Administrator to join their team. The successful candidate will play a key role in supporting warehouse operations, ensuring smooth processes, and meeting shipping deadlines. Key Responsibilities: Assist in the preparation of regularly scheduled reports Maintain and update the stock management system Produce packing lists for worldwide shipments Ensure shipping deadlines are met Track shipments and update records accordingly Provide support to warehouse personnel Liaise with managers to handle requests and queries from senior management Requirements: Proven experience as an administrative assistant or in a similar role Knowledge of office management systems and procedures Proficiency in MS Office, particularly Excel (intermediate to advanced) Strong experience with V-lookups and pivot tables Excellent time management and workload prioritisation skills High attention to detail and problem-solving ability Strong written and verbal communication skills Excellent organisational skills with the ability to multi-task
Akkodis
ServiceNow Developer | Yorkshire Hybrid | Up to £60k
Akkodis
ServiceNow Developer Location: Hybrid (Yorkshire) Salary: Up to £60,000 base Type: Permanent (must have right to work in the UK, sponsorship unavailable) If you're a ServiceNow Developer who wants more than just "business as usual", this is one worth exploring. We're partnering with a forward-thinking organisation that is continuing to invest heavily in its ServiceNow platform and wider digital transformation. As part of this journey, they're looking to bring in a ServiceNow Developer who can make an immediate impact, while also having a clear path to progress into a Lead Developer role over time. This is a genuine opportunity to step into a role where you are not just maintaining an environment, but actively shaping it. You'll be working across both BAU enhancements and high-impact project delivery, helping evolve how the platform supports the wider business. Role Responsibilities Design, develop and implement solutions across the ServiceNow platform, with a focus on ITSM and CSM, while continuously enhancing and optimising existing functionality to ensure performance, stability and scalability. You will work closely with stakeholders across the business to gather requirements and translate them into effective, scalable technical solutions. Contribute to the ongoing roadmap and continuous improvement of the platform, supporting project delivery through new module implementations, upgrades and integrations. Play a key role in driving best practice across development, configuration and platform governance, while collaborating with cross-functional teams to deliver high-quality outcomes. Key Requirements Proven experience as a ServiceNow Developer Strong hands-on expertise across ITSM and CSM modules ServiceNow Certified System Administrator (essential) ServiceNow Certified Application Developer (preferred) Experience with Scripting, integrations and platform customisation Strong problem-solving skills and a proactive approach Desire to develop professionally and step into a lead or senior developer position What's on Offer Salary up to £60,000 Hybrid working model with flexibility Clear progression path into a Lead ServiceNow Developer role Opportunity to have real influence over platform direction and innovation This is ideal for a ServiceNow Developer who wants more than just BAU work. You'll get variety, ownership and the chance to grow into a leadership role, all within an organisation that genuinely values its platform and continues to invest in its future. If you're at the stage where you want more responsibility, more influence and a clear next step in your career, this is a strong opportunity to do exactly that. Modis International Ltd acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers in the UK. Modis Europe Ltd provide a variety of international solutions that connect clients to the best talent in the world. For all positions based in Switzerland, Modis Europe Ltd works with its licensed Swiss partner Accurity GmbH to ensure that candidate applications are handled in accordance with Swiss law. Both Modis International Ltd and Modis Europe Ltd are Equal Opportunities Employers. By applying for this role your details will be submitted to Modis International Ltd and/or Modis Europe Ltd. Our Candidate Privacy Information Statement which explains how we will use your information is available on the Modis website.
Jun 29, 2026
Full time
ServiceNow Developer Location: Hybrid (Yorkshire) Salary: Up to £60,000 base Type: Permanent (must have right to work in the UK, sponsorship unavailable) If you're a ServiceNow Developer who wants more than just "business as usual", this is one worth exploring. We're partnering with a forward-thinking organisation that is continuing to invest heavily in its ServiceNow platform and wider digital transformation. As part of this journey, they're looking to bring in a ServiceNow Developer who can make an immediate impact, while also having a clear path to progress into a Lead Developer role over time. This is a genuine opportunity to step into a role where you are not just maintaining an environment, but actively shaping it. You'll be working across both BAU enhancements and high-impact project delivery, helping evolve how the platform supports the wider business. Role Responsibilities Design, develop and implement solutions across the ServiceNow platform, with a focus on ITSM and CSM, while continuously enhancing and optimising existing functionality to ensure performance, stability and scalability. You will work closely with stakeholders across the business to gather requirements and translate them into effective, scalable technical solutions. Contribute to the ongoing roadmap and continuous improvement of the platform, supporting project delivery through new module implementations, upgrades and integrations. Play a key role in driving best practice across development, configuration and platform governance, while collaborating with cross-functional teams to deliver high-quality outcomes. Key Requirements Proven experience as a ServiceNow Developer Strong hands-on expertise across ITSM and CSM modules ServiceNow Certified System Administrator (essential) ServiceNow Certified Application Developer (preferred) Experience with Scripting, integrations and platform customisation Strong problem-solving skills and a proactive approach Desire to develop professionally and step into a lead or senior developer position What's on Offer Salary up to £60,000 Hybrid working model with flexibility Clear progression path into a Lead ServiceNow Developer role Opportunity to have real influence over platform direction and innovation This is ideal for a ServiceNow Developer who wants more than just BAU work. You'll get variety, ownership and the chance to grow into a leadership role, all within an organisation that genuinely values its platform and continues to invest in its future. If you're at the stage where you want more responsibility, more influence and a clear next step in your career, this is a strong opportunity to do exactly that. Modis International Ltd acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers in the UK. Modis Europe Ltd provide a variety of international solutions that connect clients to the best talent in the world. For all positions based in Switzerland, Modis Europe Ltd works with its licensed Swiss partner Accurity GmbH to ensure that candidate applications are handled in accordance with Swiss law. Both Modis International Ltd and Modis Europe Ltd are Equal Opportunities Employers. By applying for this role your details will be submitted to Modis International Ltd and/or Modis Europe Ltd. Our Candidate Privacy Information Statement which explains how we will use your information is available on the Modis website.
Hays Specialist Recruitment Limited
School Administrator
Hays Specialist Recruitment Limited Warrington, Cheshire
Your new company At Hays Education , we are working in partnership with a welcoming and well-established secondary school in Warrington to recruit an experienced School Administrator to join their busy office team.This is a front-facing role , ideal for someone who thrives in a fast-paced school environment and has recent, hands-on experience working within a school or education setting. Due to the nature of the role, candidates without prior school-based administration experience will not be considered. Your new role As a School Administrator, you will be the first point of contact for staff, students, parents, and visitors, playing a key role in ensuring the smooth day-to-day running of the school office.Your responsibilities will include: Managing the front desk/reception area , welcoming visitors and ensuring safeguarding procedures are followed at all times Handling a high volume of incoming calls and emails , directing queries appropriately Supporting with attendance records, student data, and general administrative tasks Using internal school systems (such as SIMS, Arbor, or Bromcom ) to maintain accurate records Coordinating with teaching staff and senior leadership on administrative requests Maintaining confidentiality and professionalism when dealing with sensitive information What you'll need to succeed Have previous experience working as an Administrator within a school setting (essential) Be confident working on a busy school reception/front desk Have experience using school management systems (e.g., SIMS, Arbor, Bromcom ) Be highly organised, with strong attention to detail Have excellent communication and interpersonal skills Demonstrate a clear understanding of school safeguarding procedures What you'll get in return Dedicated education recruitment consultant supporting you throughout Access to a wide network of schools across Warrington and Cheshire Competitive daily rates / salary packages Opportunity to secure long-term or permanent employment Free safeguarding training and CPD opportunities What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Jun 29, 2026
Seasonal
Your new company At Hays Education , we are working in partnership with a welcoming and well-established secondary school in Warrington to recruit an experienced School Administrator to join their busy office team.This is a front-facing role , ideal for someone who thrives in a fast-paced school environment and has recent, hands-on experience working within a school or education setting. Due to the nature of the role, candidates without prior school-based administration experience will not be considered. Your new role As a School Administrator, you will be the first point of contact for staff, students, parents, and visitors, playing a key role in ensuring the smooth day-to-day running of the school office.Your responsibilities will include: Managing the front desk/reception area , welcoming visitors and ensuring safeguarding procedures are followed at all times Handling a high volume of incoming calls and emails , directing queries appropriately Supporting with attendance records, student data, and general administrative tasks Using internal school systems (such as SIMS, Arbor, or Bromcom ) to maintain accurate records Coordinating with teaching staff and senior leadership on administrative requests Maintaining confidentiality and professionalism when dealing with sensitive information What you'll need to succeed Have previous experience working as an Administrator within a school setting (essential) Be confident working on a busy school reception/front desk Have experience using school management systems (e.g., SIMS, Arbor, Bromcom ) Be highly organised, with strong attention to detail Have excellent communication and interpersonal skills Demonstrate a clear understanding of school safeguarding procedures What you'll get in return Dedicated education recruitment consultant supporting you throughout Access to a wide network of schools across Warrington and Cheshire Competitive daily rates / salary packages Opportunity to secure long-term or permanent employment Free safeguarding training and CPD opportunities What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Hays
Accounts Administrator
Hays Shrewsbury, Shropshire
Immediate Start, Accounts Administrator, Temporary, Full time, Shrewsbury Your new company A well-established and fast-paced organisation is seeking additional support within its finance function. This opportunity offers exposure to a collaborative team and a dynamic setting Your new role As an Accounts Administrator on a temporary basis, you will play a key role in ensuring the accurate and timely processing of financial data. Your responsibilities will include: Resolving customer claims and raising/tracking credit notes Completing supplier statement reconciliations Processing card payments and preparing daily reports Conducting monthly sales ledger analysis and calculating reserves Raising manual invoices and payment requisitions Producing weekly and daily reports as required Liaising with internal teams, customers, and external stakeholders Supporting with purchase invoice and credit queries Assisting with ad hoc finance duties and providing departmental cover when required You will report into a senior member of the finance team and work closely with colleagues across the wider business. What you'll need to succeed Previous finance experience Strong communication and interpersonal skills Excellent organisational skills A proactive and adaptable approach to work Ability to perform effectively in a fast-paced, high-pressure environment A willingness to learn and develop through on-the-job training What you'll get in return The opportunity to gain valuable experience within a busy finance team Exposure to a fast-moving and commercially focused environment A supportive team culture with opportunities to develop your skill set A structured, full-time working pattern with some flexibility What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 29, 2026
Seasonal
Immediate Start, Accounts Administrator, Temporary, Full time, Shrewsbury Your new company A well-established and fast-paced organisation is seeking additional support within its finance function. This opportunity offers exposure to a collaborative team and a dynamic setting Your new role As an Accounts Administrator on a temporary basis, you will play a key role in ensuring the accurate and timely processing of financial data. Your responsibilities will include: Resolving customer claims and raising/tracking credit notes Completing supplier statement reconciliations Processing card payments and preparing daily reports Conducting monthly sales ledger analysis and calculating reserves Raising manual invoices and payment requisitions Producing weekly and daily reports as required Liaising with internal teams, customers, and external stakeholders Supporting with purchase invoice and credit queries Assisting with ad hoc finance duties and providing departmental cover when required You will report into a senior member of the finance team and work closely with colleagues across the wider business. What you'll need to succeed Previous finance experience Strong communication and interpersonal skills Excellent organisational skills A proactive and adaptable approach to work Ability to perform effectively in a fast-paced, high-pressure environment A willingness to learn and develop through on-the-job training What you'll get in return The opportunity to gain valuable experience within a busy finance team Exposure to a fast-moving and commercially focused environment A supportive team culture with opportunities to develop your skill set A structured, full-time working pattern with some flexibility What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Sewell Wallis Ltd
Senior Manager
Sewell Wallis Ltd Harrogate, Yorkshire
Sewell Wallis are recruiting for an experienced Senior Management Accountant to join a well-established organisation based in Harrogate. This is an excellent opportunity for a qualified accountant who enjoys combining strong management accounts with driving continuous improvement. Alongside producing accurate and timely financial information across a varied business portfolio, you'll play a key role in a number of exciting finance transformation initiatives. The team is focused on streamlining processes, improving controls, and introducing automation to create greater efficiencies across the finance function. You'll have the opportunity to get involved in projects that challenge existing ways of working, identify opportunities for improvement, and help shape how the finance team operates in the future. This role would suit someone who is naturally proactive, enjoys analysing processes, and is motivated by finding smarter, more efficient ways of working. If you thrive in an environment where you can make a genuine impact while developing your career within a supportive and forward-thinking finance team, we'd love to hear from you. What will you be doing? Assist in the production of monthly management accounts, ensuring accuracy and delivery within agreed deadlines. Prepare, review and maintain monthly balance sheet reconciliations and quarterly VAT returns. Manage, coach and develop direct reports, conducting regular performance and development reviews. Build strong working relationships with finance colleagues and key stakeholders across the business. Support internal and external audit requirements and year-end reporting. Identify opportunities to improve financial processes and controls, helping to streamline reporting activities. Maintain and update finance procedures and process documentation. Contribute to finance and business improvement projects as required. Undertake additional duties appropriate to the role to support the wider finance team. What skills are we looking for? CIMA, ACCA or ACA qualification (or equivalent). Experience working within a large or high-volume finance environment. Strong management accounting knowledge. Excellent analytical skills with the ability to challenge and improve existing processes Experience managing a small team What's on offer? Competitive salary of up to 55,000 Salary sacrifice pension scheme 25 days' annual leave plus bank holidays Option to purchase additional annual leave Life assurance (3x salary) Health cash plan Structured learning and development opportunities Long service recognition Modern office based in Harrogate, with onsite parking and excellent public transport links Send us your CV below, or contact Inci Evcil for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Jun 29, 2026
Full time
Sewell Wallis are recruiting for an experienced Senior Management Accountant to join a well-established organisation based in Harrogate. This is an excellent opportunity for a qualified accountant who enjoys combining strong management accounts with driving continuous improvement. Alongside producing accurate and timely financial information across a varied business portfolio, you'll play a key role in a number of exciting finance transformation initiatives. The team is focused on streamlining processes, improving controls, and introducing automation to create greater efficiencies across the finance function. You'll have the opportunity to get involved in projects that challenge existing ways of working, identify opportunities for improvement, and help shape how the finance team operates in the future. This role would suit someone who is naturally proactive, enjoys analysing processes, and is motivated by finding smarter, more efficient ways of working. If you thrive in an environment where you can make a genuine impact while developing your career within a supportive and forward-thinking finance team, we'd love to hear from you. What will you be doing? Assist in the production of monthly management accounts, ensuring accuracy and delivery within agreed deadlines. Prepare, review and maintain monthly balance sheet reconciliations and quarterly VAT returns. Manage, coach and develop direct reports, conducting regular performance and development reviews. Build strong working relationships with finance colleagues and key stakeholders across the business. Support internal and external audit requirements and year-end reporting. Identify opportunities to improve financial processes and controls, helping to streamline reporting activities. Maintain and update finance procedures and process documentation. Contribute to finance and business improvement projects as required. Undertake additional duties appropriate to the role to support the wider finance team. What skills are we looking for? CIMA, ACCA or ACA qualification (or equivalent). Experience working within a large or high-volume finance environment. Strong management accounting knowledge. Excellent analytical skills with the ability to challenge and improve existing processes Experience managing a small team What's on offer? Competitive salary of up to 55,000 Salary sacrifice pension scheme 25 days' annual leave plus bank holidays Option to purchase additional annual leave Life assurance (3x salary) Health cash plan Structured learning and development opportunities Long service recognition Modern office based in Harrogate, with onsite parking and excellent public transport links Send us your CV below, or contact Inci Evcil for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Hays
Billing Specialist
Hays
Billing Specialist required for a law firm in BS1 Your new company Law firm in BS1 Your new role You'll join a respected, fast-growing Bristol law firm where billing accuracy, client care and commercial awareness sit at the heart of the operation. This role is ideal for someone who thrives in a structured, deadline-driven environment and enjoys being the steady, detail-driven partner to Fee Earners and Partners. What you'll be doing Managing the full legal billing cycle from draft bills to final submission Preparing, reviewing and amending bills in line with client agreements, rate cards and matter requirements Ensuring compliance with SLAs, billing guidelines and regulatory standards Working closely with Partners, Fee Earners and the wider Finance team to resolve queries quickly and professionally Monitoring WIP, aged debt and unbilled time to support accurate forecasting Supporting month-end processes, reporting and continuous improvement initiatives Maintaining accurate records and ensuring all billing outputs are audit-ready What you'll need to succeed Experience as a Billing Specialist or Billing Administrator within legal or wider professional services or utilities firm Strong Excel skills and confidence working with financial data Excellent communication skills and the ability to influence senior stakeholders High attention to detail, accuracy and consistency under pressure A proactive, solutions-focused mindset with a calm, professional style Understanding of WIP management and billing compliance What you'll get in return Exceptional Benefits PackageThis firm invests heavily in its people and offers a benefits package that genuinely stands out: Hybrid working (typically 2-3 days in the Bristol office) 30 days annual leave plus bank holidays Enhanced pension scheme Private medical insurance with optional family cover Life assurance & income protection Annual bonus scheme linked to firm and individual performance Professional development support Wellbeing programme including counselling, EAP, mental-health support and wellness sessions Discounted legal services for you and your family Modern, high-spec offices close to Temple Meads Clear progression pathways within a growing finance function Why this role matters Billing in a law firm is more than processing invoices - it's about protecting client relationships, supporting Partners, and ensuring the financial health of the firm. You'll be a trusted, visible part of the business with real influence and ownership. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. INDHAF
Jun 29, 2026
Full time
Billing Specialist required for a law firm in BS1 Your new company Law firm in BS1 Your new role You'll join a respected, fast-growing Bristol law firm where billing accuracy, client care and commercial awareness sit at the heart of the operation. This role is ideal for someone who thrives in a structured, deadline-driven environment and enjoys being the steady, detail-driven partner to Fee Earners and Partners. What you'll be doing Managing the full legal billing cycle from draft bills to final submission Preparing, reviewing and amending bills in line with client agreements, rate cards and matter requirements Ensuring compliance with SLAs, billing guidelines and regulatory standards Working closely with Partners, Fee Earners and the wider Finance team to resolve queries quickly and professionally Monitoring WIP, aged debt and unbilled time to support accurate forecasting Supporting month-end processes, reporting and continuous improvement initiatives Maintaining accurate records and ensuring all billing outputs are audit-ready What you'll need to succeed Experience as a Billing Specialist or Billing Administrator within legal or wider professional services or utilities firm Strong Excel skills and confidence working with financial data Excellent communication skills and the ability to influence senior stakeholders High attention to detail, accuracy and consistency under pressure A proactive, solutions-focused mindset with a calm, professional style Understanding of WIP management and billing compliance What you'll get in return Exceptional Benefits PackageThis firm invests heavily in its people and offers a benefits package that genuinely stands out: Hybrid working (typically 2-3 days in the Bristol office) 30 days annual leave plus bank holidays Enhanced pension scheme Private medical insurance with optional family cover Life assurance & income protection Annual bonus scheme linked to firm and individual performance Professional development support Wellbeing programme including counselling, EAP, mental-health support and wellness sessions Discounted legal services for you and your family Modern, high-spec offices close to Temple Meads Clear progression pathways within a growing finance function Why this role matters Billing in a law firm is more than processing invoices - it's about protecting client relationships, supporting Partners, and ensuring the financial health of the firm. You'll be a trusted, visible part of the business with real influence and ownership. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. INDHAF
Sewell Wallis Ltd
Interim Finance Business Partner
Sewell Wallis Ltd City, Sheffield
Sewell Wallis are partnering with a well-established, values-driven organisation based in Sheffield to recruit an experienced Finance Business Partner initially on an interim basis. This is an excellent opportunity for a commercially minded finance professional who enjoys partnering with senior stakeholders, influencing decision-making and driving financial performance across a complex South Yorkshire based organisation. You'll play a pivotal role in delivering insightful financial analysis, supporting strategic planning and ensuring robust financial management. Working closely with operational leaders and the wider finance team, you'll help shape budgets, forecasts and financial reporting while identifying opportunities to improve processes, controls and overall business performance. What will you be doing? Act as a trusted Finance Business Partner to budget holders, senior leaders and executive stakeholders, providing meaningful financial insight and challenge. Support the production of accurate and timely monthly management accounts, ensuring income, expenditure and balance sheet items are correctly accounted for. Prepare and maintain budgets, forecasts and financial plans, providing clear analysis and commentary on financial performance and key variances. Deliver high-quality financial analysis to support strategic decision-making, business cases and continuous improvement initiatives. Provide technical accounting guidance and respond to finance-related queries from stakeholders across the organisation. Review and enhance financial processes and internal controls, identifying opportunities to improve efficiency and accuracy. Work collaboratively with stakeholders to coordinate budgeting and reporting cycles in line with organisational objectives. Drive improvements in management reporting, forecasting and financial analysis through the effective use of technology and reporting tools. Develop meaningful KPI reporting and performance measures to support informed decision-making. Present complex financial information in a clear, concise and accessible way to both finance and non-finance audiences. Identify financial risks and ensure appropriate controls and mitigation strategies are in place. Support cost-saving and efficiency initiatives while maintaining high standards of financial governance and reporting. Contribute to wider finance projects and undertake additional responsibilities appropriate to the role. What skills are we looking for? You'll be a proactive and commercially aware finance professional with excellent analytical skills and the confidence to build strong relationships across all levels of an organisation. You'll be comfortable working independently, managing competing priorities and delivering to tight deadlines. Qualified CIMA, ACCA or ACA. Previous experience in a Finance Business Partner or Management Accounting role. Strong knowledge of management accounting principles and financial reporting. Experience producing budgets, forecasts and management information. Excellent stakeholder management and communication skills. Strong analytical and problem-solving abilities. A continuous improvement mindset with experience enhancing financial processes. Advanced Excel skills, with experience using finance systems and reporting tools. What's on offer? A varied and influential finance role with significant stakeholder exposure. The opportunity to make a genuine impact within a purpose-led organisation. Hybrid working and flexible arrangements. Supportive, collaborative team environment. Competitive salary and comprehensive benefits package. Ongoing professional development and career progression opportunities. Apply for this role below, or for more information, contact Kayley. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Jun 29, 2026
Seasonal
Sewell Wallis are partnering with a well-established, values-driven organisation based in Sheffield to recruit an experienced Finance Business Partner initially on an interim basis. This is an excellent opportunity for a commercially minded finance professional who enjoys partnering with senior stakeholders, influencing decision-making and driving financial performance across a complex South Yorkshire based organisation. You'll play a pivotal role in delivering insightful financial analysis, supporting strategic planning and ensuring robust financial management. Working closely with operational leaders and the wider finance team, you'll help shape budgets, forecasts and financial reporting while identifying opportunities to improve processes, controls and overall business performance. What will you be doing? Act as a trusted Finance Business Partner to budget holders, senior leaders and executive stakeholders, providing meaningful financial insight and challenge. Support the production of accurate and timely monthly management accounts, ensuring income, expenditure and balance sheet items are correctly accounted for. Prepare and maintain budgets, forecasts and financial plans, providing clear analysis and commentary on financial performance and key variances. Deliver high-quality financial analysis to support strategic decision-making, business cases and continuous improvement initiatives. Provide technical accounting guidance and respond to finance-related queries from stakeholders across the organisation. Review and enhance financial processes and internal controls, identifying opportunities to improve efficiency and accuracy. Work collaboratively with stakeholders to coordinate budgeting and reporting cycles in line with organisational objectives. Drive improvements in management reporting, forecasting and financial analysis through the effective use of technology and reporting tools. Develop meaningful KPI reporting and performance measures to support informed decision-making. Present complex financial information in a clear, concise and accessible way to both finance and non-finance audiences. Identify financial risks and ensure appropriate controls and mitigation strategies are in place. Support cost-saving and efficiency initiatives while maintaining high standards of financial governance and reporting. Contribute to wider finance projects and undertake additional responsibilities appropriate to the role. What skills are we looking for? You'll be a proactive and commercially aware finance professional with excellent analytical skills and the confidence to build strong relationships across all levels of an organisation. You'll be comfortable working independently, managing competing priorities and delivering to tight deadlines. Qualified CIMA, ACCA or ACA. Previous experience in a Finance Business Partner or Management Accounting role. Strong knowledge of management accounting principles and financial reporting. Experience producing budgets, forecasts and management information. Excellent stakeholder management and communication skills. Strong analytical and problem-solving abilities. A continuous improvement mindset with experience enhancing financial processes. Advanced Excel skills, with experience using finance systems and reporting tools. What's on offer? A varied and influential finance role with significant stakeholder exposure. The opportunity to make a genuine impact within a purpose-led organisation. Hybrid working and flexible arrangements. Supportive, collaborative team environment. Competitive salary and comprehensive benefits package. Ongoing professional development and career progression opportunities. Apply for this role below, or for more information, contact Kayley. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Blue Arrow
International Senior Administrator
Blue Arrow Gorseinon, Swansea
Blue Arrow is urgently recruiting for an International Senior Administrator to join our clients team based in the Swansea area working for a manufacturing company. Contract: Permanent Salary: 36,000p.a, increasing to 38,000 upon successful completion of probation Hours of work: 40 hrs pw Mon-Fri: Flexible start time: 8.30am-5pm or 8am-4.30pm or 9am-5.30 pm About the Role We are seeking an experienced and highly organised International Senior Administrator to join our clients growing team. This is an exciting opportunity for a motivated professional who thrives in a fast-paced environment and enjoys coordinating activities across multiple countries, cultures, and stakeholders. Reporting to the International Director with 1 part time admin team member reporting to the senior admin. The successful candidate will play a key role in supporting international operations, ensuring administrative excellence, and providing high-level support to senior management and global teams. Key Responsibilities: Manage and coordinate international administrative processes and systems Support senior leadership with diary management, reporting, and project coordination Prepare, review, and maintain documentation, records, databases and correspondence Coordinate meetings, travel arrangements, and international events Processing international invoices, expenses, and budgets Order entry for international orders or support thereof Supporting procurement and supplier coordination across countries International lead generation and management. Allocation to relevant country and assigned individual Liaise with internal departments and external partners across multiple countries Monitor deadlines and ensure timely completion of administrative tasks Produce reports, presentations, and management information as required Support audits/compliance ensuring activities align with UK regulations (e.g. data protection, visa requirements), governance, and operational activities Maintaining accurate records, contracts, and documentation Identify opportunities to improve administrative processes and efficiencies Acting as a point of contact for global stakeholders Supporting translation or cultural considerations where needed Required Skills: Business degree. Qualified by experience. International experience essential Second language Spanish an advantage but not essential Strong organisational and multitasking ability Cultural awareness and sensitivity Excellent communication skills Attention to detail (especially for compliance) Proficiency in administrative systems and Microsoft Office Ability to manage time zones and deadlines Travel: flexibility and capability to potentially travel may be a component of this role If you feel you have the right experience for the above role, please submit your CV for immediate response. Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.
Jun 29, 2026
Full time
Blue Arrow is urgently recruiting for an International Senior Administrator to join our clients team based in the Swansea area working for a manufacturing company. Contract: Permanent Salary: 36,000p.a, increasing to 38,000 upon successful completion of probation Hours of work: 40 hrs pw Mon-Fri: Flexible start time: 8.30am-5pm or 8am-4.30pm or 9am-5.30 pm About the Role We are seeking an experienced and highly organised International Senior Administrator to join our clients growing team. This is an exciting opportunity for a motivated professional who thrives in a fast-paced environment and enjoys coordinating activities across multiple countries, cultures, and stakeholders. Reporting to the International Director with 1 part time admin team member reporting to the senior admin. The successful candidate will play a key role in supporting international operations, ensuring administrative excellence, and providing high-level support to senior management and global teams. Key Responsibilities: Manage and coordinate international administrative processes and systems Support senior leadership with diary management, reporting, and project coordination Prepare, review, and maintain documentation, records, databases and correspondence Coordinate meetings, travel arrangements, and international events Processing international invoices, expenses, and budgets Order entry for international orders or support thereof Supporting procurement and supplier coordination across countries International lead generation and management. Allocation to relevant country and assigned individual Liaise with internal departments and external partners across multiple countries Monitor deadlines and ensure timely completion of administrative tasks Produce reports, presentations, and management information as required Support audits/compliance ensuring activities align with UK regulations (e.g. data protection, visa requirements), governance, and operational activities Maintaining accurate records, contracts, and documentation Identify opportunities to improve administrative processes and efficiencies Acting as a point of contact for global stakeholders Supporting translation or cultural considerations where needed Required Skills: Business degree. Qualified by experience. International experience essential Second language Spanish an advantage but not essential Strong organisational and multitasking ability Cultural awareness and sensitivity Excellent communication skills Attention to detail (especially for compliance) Proficiency in administrative systems and Microsoft Office Ability to manage time zones and deadlines Travel: flexibility and capability to potentially travel may be a component of this role If you feel you have the right experience for the above role, please submit your CV for immediate response. Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.
Front Row Recruitment Ltd
Financial Planning Administrator
Front Row Recruitment Ltd Exeter, Devon
My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team. Key Responsibilities Provide end-to-end administrative support to one or two Financial Planners Prepare pre-meeting packs, engagement letters and client documentation Maintain accurate client records and workflows using Intelligent Office (IO) Process new business, fund switches, cash management and platform transactions Monitor pipelines and proactively update planners on case progress Support Annual Reviews in collaboration with Financial Planners and review teams Liaise with product providers, platforms, paraplanners and third parties Conduct four-eye checks and support quality control processes Complete AML checks, including client ID recording and electronic verification Generate client valuations and assist with invoicing Support trust administration and death claims where required Act as a subject-matter expert in specific areas (e.g. trusts, DB pension transfers) Assist in mentoring and training trainee / apprentice FP administrators Handle client and provider phone queries professionally Candidate Profile Ideally 4 years experience in a Financial Planning support or administration role Good all round knowledge of pension and investment products Excellent attention to detail and organisational skills Strong written and verbal communication skills Client-focused, professional and collaborative approach Ability to manage multiple cases and deadlines in a regulated environment In return my client offers a generous remuneration package, hybrid working (1 - 2 days from home), a friendly working environment and excellent benefits package.
Jun 29, 2026
Full time
My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team. Key Responsibilities Provide end-to-end administrative support to one or two Financial Planners Prepare pre-meeting packs, engagement letters and client documentation Maintain accurate client records and workflows using Intelligent Office (IO) Process new business, fund switches, cash management and platform transactions Monitor pipelines and proactively update planners on case progress Support Annual Reviews in collaboration with Financial Planners and review teams Liaise with product providers, platforms, paraplanners and third parties Conduct four-eye checks and support quality control processes Complete AML checks, including client ID recording and electronic verification Generate client valuations and assist with invoicing Support trust administration and death claims where required Act as a subject-matter expert in specific areas (e.g. trusts, DB pension transfers) Assist in mentoring and training trainee / apprentice FP administrators Handle client and provider phone queries professionally Candidate Profile Ideally 4 years experience in a Financial Planning support or administration role Good all round knowledge of pension and investment products Excellent attention to detail and organisational skills Strong written and verbal communication skills Client-focused, professional and collaborative approach Ability to manage multiple cases and deadlines in a regulated environment In return my client offers a generous remuneration package, hybrid working (1 - 2 days from home), a friendly working environment and excellent benefits package.
Senior Systems Administrator
Muller Dairy Market Drayton, Shropshire
We're Hiring: Senior Systems Administrator Location: East Kilbride or Market Drayton / Hybrid - 3 days per week on site. Contract: Full-Time, Permanent Hours: Monday-Friday (40 hours) Benefits for the role: Competitive salary, generous annual bonus, Life Assurance, Private Medical Insurance, 25 days holiday plus bank holidays (rising with service), Enhanced Maternity & Paternity Family Leave click apply for full job details
Jun 29, 2026
Full time
We're Hiring: Senior Systems Administrator Location: East Kilbride or Market Drayton / Hybrid - 3 days per week on site. Contract: Full-Time, Permanent Hours: Monday-Friday (40 hours) Benefits for the role: Competitive salary, generous annual bonus, Life Assurance, Private Medical Insurance, 25 days holiday plus bank holidays (rising with service), Enhanced Maternity & Paternity Family Leave click apply for full job details
Senior Systems Administrator
Muller Dairy Glasgow, Lanarkshire
We're Hiring: Senior Systems Administrator Location: East Kilbride or Market Drayton / Hybrid - 3 days per week on site. Contract: Full-Time, Permanent Hours: Monday-Friday (40 hours) Benefits for the role: Competitive salary, generous annual bonus, Life Assurance, Private Medical Insurance, 25 days holiday plus bank holidays (rising with service), Enhanced Maternity & Paternity Family Leave click apply for full job details
Jun 29, 2026
Full time
We're Hiring: Senior Systems Administrator Location: East Kilbride or Market Drayton / Hybrid - 3 days per week on site. Contract: Full-Time, Permanent Hours: Monday-Friday (40 hours) Benefits for the role: Competitive salary, generous annual bonus, Life Assurance, Private Medical Insurance, 25 days holiday plus bank holidays (rising with service), Enhanced Maternity & Paternity Family Leave click apply for full job details
Pension Administrator
Impellam
Pension Admin Location - Remote working mode Contract - until 30 November 2026. Key Responsibilities Provide a full Pensions administrative service ensuring accurate and timely processing of data and resolution of new and historic pension queries in line with deadlines and Service Level Agreements across a range of Pension Schemes. Ensure agreed standards, including expected behaviours are consistently met whilst maintaining good working relationships with both external and internal customers. Contribute to projects and activities to review administrative procedures and processes, applying and accepting change in the interests of efficiency. Specific Responsibilities Support the on-boarding process for new customers, taking action to ensure employee pension records are updated with required payroll information to avoid any pensionable service gaps. Take ownership of pension scheme queries, liaising with colleagues as appropriate to ensure accurately and timely resolutions are provided to customers. Manage queries resulting from the monthly pension submissions to all scheme providers, liaising with colleagues as required to ensure these are responded to within the current period. Process requests for pension estimates as appropriate within agreed timescales ensuring the relevant call is updated within the customer relationship portal. Support with any TUPE transfers, ensuring quality assurance and completion of relevant documentation as required by the scheme provider. Support the annual pension scheme administrative processes as required. Manage and monitor own workload though the Customer Relationship Management System to ensure individual targets, response deadlines and Service Level Agreement time frames are consistently met. Raising concerns with the Senior Advisor as required. Develop good working relationships with internal and external customers through the updating of call logs via the Customer Relationship Management System, ensuring high quality customer service responses and expected behaviours are maintained. Actively keep up-to-date working knowledge of pension scheme changes/updates, in order to provide consistent advice and support. Essential Evidence of numeracy and literacy qualifications. Experience of delivering excellent customer service. Experience of working to deadlines and managing competing priorities. ICT literacy, including proficiency in Microsoft Excel, Word, and Outlook. Strong numerical and literacy skills with excellent accuracy and attention to detail. Ability to interpret Pension Scheme rules. Excellent verbal and written communication skills. Effective team-working skills with the ability to collaborate and support colleagues. Ability to prioritise and organise workload effectively, remaining calm and adaptable in changing work situations. Desirable Experience of Pension Scheme operations. Experience of transactional processing. Experience of delivering services against performance standards and KPIs. Experience of using a Client Relationship Management (CRM) system. Operational knowledge of pension schemes. Core Competencies Customer Service: Committed to delivering the best possible experience for customers. Attention to Detail: Demonstrates a high level of accuracy and identifies errors effectively. Team Working: Collaborates with and respects colleagues to deliver a professional service. Communication: Listens actively and communicates information clearly and effectively. Commercial Awareness: Understands how individual activities contribute to wider business objectives and service delivery. Innovation & Continuous Improvement: Proactively identifies opportunities to improve processes and suggests changes. Results Focused: Demonstrates a proactive, can-do attitude, seeks efficiencies, manages time effectively, and supports colleagues to achieve team objectives. Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.
Jun 29, 2026
Contractor
Pension Admin Location - Remote working mode Contract - until 30 November 2026. Key Responsibilities Provide a full Pensions administrative service ensuring accurate and timely processing of data and resolution of new and historic pension queries in line with deadlines and Service Level Agreements across a range of Pension Schemes. Ensure agreed standards, including expected behaviours are consistently met whilst maintaining good working relationships with both external and internal customers. Contribute to projects and activities to review administrative procedures and processes, applying and accepting change in the interests of efficiency. Specific Responsibilities Support the on-boarding process for new customers, taking action to ensure employee pension records are updated with required payroll information to avoid any pensionable service gaps. Take ownership of pension scheme queries, liaising with colleagues as appropriate to ensure accurately and timely resolutions are provided to customers. Manage queries resulting from the monthly pension submissions to all scheme providers, liaising with colleagues as required to ensure these are responded to within the current period. Process requests for pension estimates as appropriate within agreed timescales ensuring the relevant call is updated within the customer relationship portal. Support with any TUPE transfers, ensuring quality assurance and completion of relevant documentation as required by the scheme provider. Support the annual pension scheme administrative processes as required. Manage and monitor own workload though the Customer Relationship Management System to ensure individual targets, response deadlines and Service Level Agreement time frames are consistently met. Raising concerns with the Senior Advisor as required. Develop good working relationships with internal and external customers through the updating of call logs via the Customer Relationship Management System, ensuring high quality customer service responses and expected behaviours are maintained. Actively keep up-to-date working knowledge of pension scheme changes/updates, in order to provide consistent advice and support. Essential Evidence of numeracy and literacy qualifications. Experience of delivering excellent customer service. Experience of working to deadlines and managing competing priorities. ICT literacy, including proficiency in Microsoft Excel, Word, and Outlook. Strong numerical and literacy skills with excellent accuracy and attention to detail. Ability to interpret Pension Scheme rules. Excellent verbal and written communication skills. Effective team-working skills with the ability to collaborate and support colleagues. Ability to prioritise and organise workload effectively, remaining calm and adaptable in changing work situations. Desirable Experience of Pension Scheme operations. Experience of transactional processing. Experience of delivering services against performance standards and KPIs. Experience of using a Client Relationship Management (CRM) system. Operational knowledge of pension schemes. Core Competencies Customer Service: Committed to delivering the best possible experience for customers. Attention to Detail: Demonstrates a high level of accuracy and identifies errors effectively. Team Working: Collaborates with and respects colleagues to deliver a professional service. Communication: Listens actively and communicates information clearly and effectively. Commercial Awareness: Understands how individual activities contribute to wider business objectives and service delivery. Innovation & Continuous Improvement: Proactively identifies opportunities to improve processes and suggests changes. Results Focused: Demonstrates a proactive, can-do attitude, seeks efficiencies, manages time effectively, and supports colleagues to achieve team objectives. Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.
Financial Divisions
Financial Administrator - London - £45,000 + benefits
Financial Divisions
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
Jun 29, 2026
Full time
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
Tate
Pensions Administrator / Governance Coordinator (Hybrid)
Tate Hemel Hempstead, Hertfordshire
Pensions Administrator Governance Coordinator Senior Administrator Location: Hybrid (London & South East travel required) Working Pattern: Full-time About the Opportunity My client is expanding and looking for a highly organised Administrator or Governance Coordinator to support their pensions consulting team. This role is ideal for someone who thrives in a fast-paced, professional services environment and can hit the ground running , supporting senior stakeholders, clients, and trustee boards. Pensions experience is helpful but not essential. Strong administrators from corporate, financial services, or consulting environments are encouraged to apply. Key Responsibilities Meeting & Governance Support Prepare trustee board and committee meeting agendas Schedule and organise meetings across multiple stakeholders Distribute papers, reports and key documentation Take accurate minutes and maintain records of decisions Track actions and ensure timely follow-up Coordination & Communication Act as a key contact between trustees, advisers, and service providers Coordinate with actuaries, auditors, legal advisers and consultants Manage communications across multiple stakeholders Administration & Reporting Maintain governance documentation and records Manage conflicts of interest registers and training logs Support the preparation of client reports Ensure all documents are accurate, well-written and professionally presented What We're Looking For This role requires someone confident, detail-driven, and proactive: Essential Skills Advanced Microsoft Office skills (Word, Excel, Outlook, Teams) Excellent organisation and time management Strong written skills with high grammatical accuracy Confident verbal communication with senior stakeholders Ability to manage competing priorities in a busy environment Experience Experience in administration within corporate, consultancy, or financial environments Pensions experience is advantageous but not essential Why Join My Client? Work within a values-led consultancy that prioritises people and wellbeing Exposure to high-level stakeholders and strategic client work Supportive and flexible culture Opportunities to develop into pensions or consulting roles over time Benefits Competitive salary Private healthcare (Bupa) Health cashback plan Pension contributions (3% / 6%) Life insurance & income protection Profit-related bonus 25 day's annual leave Working Pattern & Travel Hybrid working Occasional travel to London and South East for meetings (expenses covered) Apply Now Submit your CV with your salary expectations. All offers are subject to right-to-work and background checks. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Jun 29, 2026
Full time
Pensions Administrator Governance Coordinator Senior Administrator Location: Hybrid (London & South East travel required) Working Pattern: Full-time About the Opportunity My client is expanding and looking for a highly organised Administrator or Governance Coordinator to support their pensions consulting team. This role is ideal for someone who thrives in a fast-paced, professional services environment and can hit the ground running , supporting senior stakeholders, clients, and trustee boards. Pensions experience is helpful but not essential. Strong administrators from corporate, financial services, or consulting environments are encouraged to apply. Key Responsibilities Meeting & Governance Support Prepare trustee board and committee meeting agendas Schedule and organise meetings across multiple stakeholders Distribute papers, reports and key documentation Take accurate minutes and maintain records of decisions Track actions and ensure timely follow-up Coordination & Communication Act as a key contact between trustees, advisers, and service providers Coordinate with actuaries, auditors, legal advisers and consultants Manage communications across multiple stakeholders Administration & Reporting Maintain governance documentation and records Manage conflicts of interest registers and training logs Support the preparation of client reports Ensure all documents are accurate, well-written and professionally presented What We're Looking For This role requires someone confident, detail-driven, and proactive: Essential Skills Advanced Microsoft Office skills (Word, Excel, Outlook, Teams) Excellent organisation and time management Strong written skills with high grammatical accuracy Confident verbal communication with senior stakeholders Ability to manage competing priorities in a busy environment Experience Experience in administration within corporate, consultancy, or financial environments Pensions experience is advantageous but not essential Why Join My Client? Work within a values-led consultancy that prioritises people and wellbeing Exposure to high-level stakeholders and strategic client work Supportive and flexible culture Opportunities to develop into pensions or consulting roles over time Benefits Competitive salary Private healthcare (Bupa) Health cashback plan Pension contributions (3% / 6%) Life insurance & income protection Profit-related bonus 25 day's annual leave Working Pattern & Travel Hybrid working Occasional travel to London and South East for meetings (expenses covered) Apply Now Submit your CV with your salary expectations. All offers are subject to right-to-work and background checks. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Julie Rose Recruitment
Administrator
Julie Rose Recruitment Bromley, London
JRRL are looking for an Operations Administrator to join this growing company in the heart of Bromley. You will be joining a dynamic and professional team dedicated to maintaining an efficient, welcoming office environment. This role is full-time and based in the office. Duties for the Operations Administrator: Assist in managing the office space to create a safe and welcoming working environment be the first point of contact for office-related matters for staff and visitors Formatting, editing, and processing reports Approving employee expenses Monitoring emails to respond to client and employee queries Managing internal and external correspondence on behalf of senior management Entering data, maintaining databases, and keeping records Dealing with client queries or forwarding them to the management team accordingly Person Specification for the Operations Administrator: Proficient in Microsoft Office applications: Excel, Word, PowerPoint, Outlook, Teams, SharePoint Excellent communication and interpersonal skills Strong written and verbal English communication High attention to detail Effective time management and prioritisation skills Strong organisational and multi-tasking abilities Adaptable in a fast-paced, evolving environment Able to work independently and collaboratively within a team Flexible and responsive to the changing needs of a growing company This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end is suited for individuals who may require additional training, while the higher end is for candidates with the skills and experience outlined above.
Jun 29, 2026
Full time
JRRL are looking for an Operations Administrator to join this growing company in the heart of Bromley. You will be joining a dynamic and professional team dedicated to maintaining an efficient, welcoming office environment. This role is full-time and based in the office. Duties for the Operations Administrator: Assist in managing the office space to create a safe and welcoming working environment be the first point of contact for office-related matters for staff and visitors Formatting, editing, and processing reports Approving employee expenses Monitoring emails to respond to client and employee queries Managing internal and external correspondence on behalf of senior management Entering data, maintaining databases, and keeping records Dealing with client queries or forwarding them to the management team accordingly Person Specification for the Operations Administrator: Proficient in Microsoft Office applications: Excel, Word, PowerPoint, Outlook, Teams, SharePoint Excellent communication and interpersonal skills Strong written and verbal English communication High attention to detail Effective time management and prioritisation skills Strong organisational and multi-tasking abilities Adaptable in a fast-paced, evolving environment Able to work independently and collaboratively within a team Flexible and responsive to the changing needs of a growing company This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end is suited for individuals who may require additional training, while the higher end is for candidates with the skills and experience outlined above.
Office Angels
Plant Administrator
Office Angels City, Manchester
Plant Administrator Denton 28,000 Monday - Friday, 8am - 5pm Our client, a leading organisation in the industry, is seeking a dedicated Plant Administrator to join their busy team in Denton on a permanent basis. If you thrive in a fast-paced environment and are passionate about supporting operational excellence, we want to hear from you! Key Responsibilities: Daily Operations: Process daily office operations for the plant team, ensuring smooth workflow. Be aware of what stock is available and respond to requests with efficiency. Documentation: Prepare accurate site reports and operational documentation with meticulous attention to detail. Filing Systems: organise and maintain both digital and physical filing systems, including confidential and compliance-sensitive documents. Ensure data is accurate and up to date at all times Management Support: Assist plant management by preparing senior-level operational documents and reports. Purchase Orders: Process purchase orders in accordance with established company procedures. Compliance Records: Maintain up-to-date regulatory compliance records, including PAT tests, LOLER certificates, and related documentation. Audit Preparation: Prepare and update materials required for audits and inspections. Team Collaboration: Collaborate closely with the plant team to support ongoing operational needs. Communication: Handle incoming calls and correspondence professionally, providing excellent communication support. Administrative Assistance: Assist team members with various administrative tasks to enhance efficiency and productivity. Process Improvements: Identify areas for administrative process improvements and help implement changes. Key Skills and Qualifications: Background: A construction and/or plant background would be ideal. Administration experience in a similar industry would also be considered. Attention to detail: Able to ensure all information is correct and accurate. Team Player: Contributes positively to team efforts and works collaboratively. Communication: Clear and effective communicator, both on the phone and in writing. Interpersonal Skills: Strong interpersonal skills to foster positive relationships. Efficiency: Demonstrates punctuality and a strong focus on efficiency. Tech Savvy: Working knowledge of Microsoft Office applications and able to pick up bespoke plant and stock management systems. Problem Solver: Shows initiative in resolving issues proactively. Reliability: Delivers a reliable output of work to meet requirements consistently. Pressure Resilience: Responds positively to pressure and tight deadlines. How to Apply: Send your CV to (url removed) or call (phone number removed) for further information. Office Angels is an employment agency. We are an equal opportunities employer who put 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. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them 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. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 29, 2026
Full time
Plant Administrator Denton 28,000 Monday - Friday, 8am - 5pm Our client, a leading organisation in the industry, is seeking a dedicated Plant Administrator to join their busy team in Denton on a permanent basis. If you thrive in a fast-paced environment and are passionate about supporting operational excellence, we want to hear from you! Key Responsibilities: Daily Operations: Process daily office operations for the plant team, ensuring smooth workflow. Be aware of what stock is available and respond to requests with efficiency. Documentation: Prepare accurate site reports and operational documentation with meticulous attention to detail. Filing Systems: organise and maintain both digital and physical filing systems, including confidential and compliance-sensitive documents. Ensure data is accurate and up to date at all times Management Support: Assist plant management by preparing senior-level operational documents and reports. Purchase Orders: Process purchase orders in accordance with established company procedures. Compliance Records: Maintain up-to-date regulatory compliance records, including PAT tests, LOLER certificates, and related documentation. Audit Preparation: Prepare and update materials required for audits and inspections. Team Collaboration: Collaborate closely with the plant team to support ongoing operational needs. Communication: Handle incoming calls and correspondence professionally, providing excellent communication support. Administrative Assistance: Assist team members with various administrative tasks to enhance efficiency and productivity. Process Improvements: Identify areas for administrative process improvements and help implement changes. Key Skills and Qualifications: Background: A construction and/or plant background would be ideal. Administration experience in a similar industry would also be considered. Attention to detail: Able to ensure all information is correct and accurate. Team Player: Contributes positively to team efforts and works collaboratively. Communication: Clear and effective communicator, both on the phone and in writing. Interpersonal Skills: Strong interpersonal skills to foster positive relationships. Efficiency: Demonstrates punctuality and a strong focus on efficiency. Tech Savvy: Working knowledge of Microsoft Office applications and able to pick up bespoke plant and stock management systems. Problem Solver: Shows initiative in resolving issues proactively. Reliability: Delivers a reliable output of work to meet requirements consistently. Pressure Resilience: Responds positively to pressure and tight deadlines. How to Apply: Send your CV to (url removed) or call (phone number removed) for further information. Office Angels is an employment agency. We are an equal opportunities employer who put 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. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them 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. 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.
Julie Rose Recruitment
Office Administrator
Julie Rose Recruitment Barnton, Cheshire
JRRL are currently seeking an Office Administrator to support HR operations, team office duties and supporting senior managers. This position will be based in Northwich, Cheshire. Our client is seeking someone that can work full time 37.5 hours per week or Part Time 30 hours per week. Key responsibilities of the Office Administrator: Supporting the HR Coordinator and senior members with office duties in a professional and confident manner. Assist with HR administration including starter/leaver processes, pre-employment checks, contract amendments, and induction processes. Assist and cover payroll processing. To assist with travel arrangements and itinerary planning. Maintain and update electronic personnel records. Personal specification of the Office Administrator: Good all round administration experience. HR administration experience (not essential as full training given). A proactive approach, self-motivated and enthusiastic. A can-do and flexible approach with the ability to adapt to changing priorities. Excellent organisational skills, including the ability to manage time effectively. Strong IT skills, skilled in using Microsoft Word and Excel. Benefits for the Office Administrator: 25 days holiday + bank holidays. Hybrid Working 2 days working from home. Workplace Pension. Life Assurance and Income Protection (after probation). Private Medical Insurance. Cycle to Work Scheme. This role is a full-time/part time (30 hours) permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.
Jun 29, 2026
Full time
JRRL are currently seeking an Office Administrator to support HR operations, team office duties and supporting senior managers. This position will be based in Northwich, Cheshire. Our client is seeking someone that can work full time 37.5 hours per week or Part Time 30 hours per week. Key responsibilities of the Office Administrator: Supporting the HR Coordinator and senior members with office duties in a professional and confident manner. Assist with HR administration including starter/leaver processes, pre-employment checks, contract amendments, and induction processes. Assist and cover payroll processing. To assist with travel arrangements and itinerary planning. Maintain and update electronic personnel records. Personal specification of the Office Administrator: Good all round administration experience. HR administration experience (not essential as full training given). A proactive approach, self-motivated and enthusiastic. A can-do and flexible approach with the ability to adapt to changing priorities. Excellent organisational skills, including the ability to manage time effectively. Strong IT skills, skilled in using Microsoft Word and Excel. Benefits for the Office Administrator: 25 days holiday + bank holidays. Hybrid Working 2 days working from home. Workplace Pension. Life Assurance and Income Protection (after probation). Private Medical Insurance. Cycle to Work Scheme. This role is a full-time/part time (30 hours) permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.
WEALTHLINK RECRUITMENT LTD
Mortgage Administrator
WEALTHLINK RECRUITMENT LTD Beaconsfield, Buckinghamshire
Mortgage Administrator Fully Office Based £28,000 - £38,000- DOE + Bonus + Clear Progression Path An established and growing whole-of-market mortgage brokerage is looking to appoint a Mortgage Administrator to support its busy advisory team. This is an excellent opportunity for somebody with mortgage administration experience looking to join a supportive business with genuine long-term progression into senior operational or leadership positions. Key Responsibilities: Supporting advisers with the end-to-end mortgage application process Managing lender correspondence and progressing cases through to completion Chasing lenders, solicitors and clients for outstanding documentation Keying applications directly onto lenders portal Maintaining accurate CRM records and compliant case notes Assisting with packaging and submitting mortgage applications Providing excellent client service throughout the customer journey Requirements: Previous mortgage administration experience within a brokerage environment Whole-of-market experience highly desirable Strong organisational and communication skills Ability to manage multiple cases in a fast-paced environment Protection administration experience desirable but not essential Additional Information: Yearly bonus structure Excellent company culture and supportive environment Clear progression pathway into senior leadership/operations over time
Jun 29, 2026
Full time
Mortgage Administrator Fully Office Based £28,000 - £38,000- DOE + Bonus + Clear Progression Path An established and growing whole-of-market mortgage brokerage is looking to appoint a Mortgage Administrator to support its busy advisory team. This is an excellent opportunity for somebody with mortgage administration experience looking to join a supportive business with genuine long-term progression into senior operational or leadership positions. Key Responsibilities: Supporting advisers with the end-to-end mortgage application process Managing lender correspondence and progressing cases through to completion Chasing lenders, solicitors and clients for outstanding documentation Keying applications directly onto lenders portal Maintaining accurate CRM records and compliant case notes Assisting with packaging and submitting mortgage applications Providing excellent client service throughout the customer journey Requirements: Previous mortgage administration experience within a brokerage environment Whole-of-market experience highly desirable Strong organisational and communication skills Ability to manage multiple cases in a fast-paced environment Protection administration experience desirable but not essential Additional Information: Yearly bonus structure Excellent company culture and supportive environment Clear progression pathway into senior leadership/operations over time
Financial Divisions
Senior Finance Administrator
Financial Divisions Maidstone, Kent
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 29, 2026
Full time
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.

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