8 jobs found

Financial Planning Administrator Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale. A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of: " Complete all compliance administration associated with new business. " Ensure new business submitted to the insurance company is fully completed and compliant. " Ensure that all new business is input to iO accurately, including fee/commission expectation. " Monitor new business progress and chase outstanding documentation. " Accurately check and issue policy documents. " Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers. " Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service. " Produce client summaries/valuations as requested for new and existing clients within specified deadlines. " Advise product providers of changes of agency (LOA's) " Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider. " Maintain up to date records for new business submissions and pipeline. " Liaise effectively with clients, product providers and Directors. " Provide any general information as requested by clients, Directors or the management team. " Answer the telephone in a polite and professional manner. " Assist other Administrators/Advisers as required/requested. " General typing of correspondence. " Co-ordination of Adviser's diary, such as making appointments. " Attend relevant internal or external training. " Attend provider training sessions in relevant subjects. " Undertaking any other reasonable duties, as requested. Skills and Experience " Previous experience in an IFA environment " Interpersonal skills - able to work as part of a team and communicate professionally with clients " Proactive - willing to continue to develop, be enthusiastic " Highly organised, methodical, disciplined and meticulous " Ability to prioritise " Computer literate - Outlook, Word, Excel " Excellent keyboard skills " Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers. If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773

IFA Administrator Glasgow area - hybrid working Up to £40,000 If you are an experienced IFA Administrator looking for a role where you can be part of a genuinely supportive team, this could be a very good opportunity. This position would suit someone who enjoys working closely with advisers, keeping things organised, and being an important part of the client journey. It is ideal for someone who wants to be valued for the work they do, enjoys variety in their day, and is looking for a business where there is real scope to grow over time. You will be joining an established independent financial planning firm with a strong reputation for personalised advice and long term client relationships. Publicly, the business positions itself around clear guidance, trust, and tailored financial planning, while also highlighting a forward thinking approach and a commitment to helping people build rewarding careers within the firm. This is the sort of role where you can build on your existing experience, develop your technical knowledge, and increase your exposure over time. For someone who wants more than just a steady administration job, there is genuine long term potential here. The Business This is a well established independent financial planning firm with offices in the west of Scotland. The business provides advice across areas such as investment planning, retirement planning, estate planning, protection, business planning and broader financial planning, including work with private clients and high net worth clients. The culture appears professional, personable and quality driven. The business also publicly describes itself as a place for people looking to build a rewarding career within a forward thinking financial services organisation, which should appeal to candidates looking for more than just a job move. The Role You will support advisers with the day to day administration that underpins a high quality client service. A typical day may include: Preparing files, paperwork, illustrations and application forms ahead of client meetings Maintaining accurate client records on back office systems Producing valuations, annual review packs and other client documentation Liaising with providers and platforms for information, servicing requests and new business updates Processing withdrawals, fund switches and other client instructions Managing diaries and helping coordinate client appointments Supporting advisers with case progression and general case management Ensuring service standards and compliance requirements are met throughout the client journey You will also be a key point of contact for clients, so the role would suit someone who is professional, approachable and confident in dealing with people. For candidates who have not yet had exposure to report writing, this is something they can build towards over time as their knowledge and confidence grow. Experience with pensions, investments and protection business would be beneficial. Exposure to platforms and providers such as abrdn, Quilter, Wealthtime, Aviva, Scottish Widows, Aegon, LV, Prudential, Octopus or Rathbones would also be helpful. The Benefits Salary up to £40,000 Hybrid working - 3 days in the office Study support Genuine progression opportunities Supportive working culture Pension Competitive overall benefits package How to Apply Applying is quick and simple. Submit your CV through the advert and a consultant will contact you. Synonyms IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator

Wealth Management Administrator Location: Staffordshire (Office-based) Salary: Up to 28,000 (DOE) Hours: Full-Time Monday to Friday, 9:15am - 5:15pm NJR Recruitment is proud to be representing a well-established and growing wealth management business based in Staffordshire area. This firm is known for delivering exceptional service to a loyal client base and now seeks a proactive and enthusiastic Financial Services Administrator to join their collaborative and friendly team. What's on Offer: " Structured training and development support " Opportunity to progress within a respected wealth management firm " Supportive team culture and modern office environment " Enhanced DBS check required for this role Key Responsibilities: " Provide administrative support across the full advice process from client onboarding to ongoing servicing " Liaise with clients and providers to obtain policy information, chase outstanding documentation, and issue Letters of Authority (LOAs) " Submit new business applications accurately and in a timely manner " Generate quotes and illustrations using provider portals and back-office systems " Assist with investment rebalancing, drawdown cases, and review pack preparation " Maintain client records and ensure compliance standards are met " Produce and update management reports using Excel " Work closely with Financial Advisers and Paraplanners to ensure smooth service delivery " Deliver a consistently high level of client service via phone, email, and in person What We're Looking For: " Previous experience in a financial services admin/support role (IFA/wealth management ideal) " Familiarity with Intelliflo Office or similar back-office system " Excellent communication and relationship management skills " Strong working knowledge of Microsoft Office, especially Excel and Word " Experience with generating illustrations, submitting applications, and producing review documentation " Highly organised and comfortable in a fast-paced, deadline-driven environment " Working towards, or willing to undertake, a relevant industry qualification (e.g., Award in Financial Administration, Certificate in Financial Services) " Ability to maintain professionalism and confidentiality at all times If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR16492

Illustration Consultant Length: (Contract - 8 Weeks) Day Rate: £300 per day via Umbrella~ Location: London - ideally hybrid working Overview We're looking for an experienced Illustrator to work with a fintech client's in-house creative team on an 8-week contract. You'll take an existing illustration concept and develop it into a clear, scalable visual language that can be used consistently across the brand's customer experiences. This is a great opportunity to shape a core part of a growing brand identity. The Role Refine and elevate an existing illustration style into a cohesive system Work closely with the internal team to define how illustration fits within the wider brand Ensure the style works across marketing, digital, and product touchpoints What You'll Do Develop a distinctive, recognisable illustration style Ensure it scales from simple UI elements to more detailed storytelling Create guidelines covering: Composition and layout Shape and construction Colour usage Levels of detail Use across different channels Deliverables A defined illustration language Clear usage guidelines A set of example illustrations Source files and supporting documentation Guidance for future use and development What We're Looking For Experience creating illustration systems for established brands Strong conceptual and visual design skills Experience across both marketing and digital product work Strong skills in vector illustration and Figma AI-assisted workflow experience (nice to have) Portfolio We'd like to see work that shows: A range of branded illustration styles Strong visual storytelling Clear, adaptable design across different formats

Providing a dual function of leadership and hands on technical expertise supporting the full-stack of networking! You will have networking as a specialism, inside a corporate IT Infrastructure and you will own the corporate network end to end across multiple sites to include but not limited to switching, routing, wireless, firewalls, VPN, and the connectivity to ensure that everything ties together. You will be key to updating network documentation to support the growth of the organization and help strengthen the capabilities in a BAU environment. Key skills to include; Deep, expert-level network engineering: enterprise switching and routing, BGP and OSPF, firewalls (Palo Alto, Fortinet, Aruba, Junos, Arista or similar), wireless, and VPN. CCNP-calibre as an illustration, though certifications are not required. Experience designing and securing multi-site networks. A genuine full-stack baseline: comfortable making routine changes across Windows systems and the domain, identity and access, cloud, and endpoint. Comfort with network automation and infrastructure as code (Python, Ansible, Terraform or similar). Cloud networking exposure across GCP, Azure, or AWS. Apply now to speak with VIQU IT in confidence. Or reach out to Donna Lenihan via the VIQU IT website. Do you know someone great? We ll thank you with up to £1,000 if your referral is successful (terms apply). For more exciting roles and opportunities like this, please follow us on IT Recruitment

We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.

We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.

Do you have a background in teaching, care, coaching or support roles? Have you recently graduated in Psychology, Education or Health and Social Care? Are you looking to build your experience working in a SEND setting? If any of these categories apply to you, we may be able to place you in one of our vacancies supporting children with additional needs in mainstream and specialist schools around South Gloucestershire. As a teaching assistant, you will have the opportunity to work closely with young people, encouraging them to learn and challenge themselves. You will be expected to assist teachers in delivering tailored lessons, offer one-on-one support to students, and help create a safe and positive learning environment. A compassionate and patient approach is essential, as well as the ability to establish trusting relationships with students to encourage their academic and personal development. As well as seeking experienced educators, we are also ready to assist compassionate and eager individuals in gaining vital experience. Whilst working for Five Education, you will benefit from training such as Makaton, PMLD Awareness and Team Teach, and have a dedicated consultant who will help you every step of the way: Kate - that's me! Main Responsibilities: • Supporting students both 1:1 and in small groups by making the curriculum accessible, using creative approaches to make learning fun • Always ensuring the safety and well-being of students • Helping students to develop social skills and self-regulation skills • Working collaboratively with teachers, SENCo and other staff members to address the individual needs of students • Encouraging socialisation and good behaviour through positivity and praise Essential Criteria: • Empathetic, patient and have a strong interest in supporting children • Able to work 5 days a week (term time only), Monday-Friday 8:30-15:30 • Right to work in the UK - we CANNOT accept sponsorship or a skilled worker visa • Minimum two recent references, covering the last two years • Up-to-date DBS/police check, or be willing to obtain one Please note, if you do not have a Non-Voluntary Enhanced DBS on the Update Service, we will need to help you process a new one at a cost of £62.70. This will be refunded after 20 days of work with us. What can Five Education offer you? • Check out our Google reviews for one of the best supply experiences in Bristol! We offer free specialised training in areas such as Team Teach, Makaton, PMLD/SLD Awareness, Autism Awareness, and more • Free DBS (refunded when you work 20 days) • "Recommending a friend" bonus scheme • Specialist support / mentoring while you are working If you think this could be a job for you, please get in touch to find out more from Kate at (phone number removed). We are always available for an informal chat if you want to find out more about whether this role is suited to you. Pay: Five Education operates a PAYE payroll; this is the most transparent way to be paid with no hidden fees such as admin fee or employer's NI. Please note pay rate is for illustration and does include holiday pay. Vetting: Five Education is committed to safeguarding and promoting the welfare of children and young people and expects all of the staff we employ to share this commitment. Successful applicants will be required to undergo checks including reference checks, TRA checks and will need to have a DBS. There will also be an interview. We welcome and encourage job applications from people of all backgrounds. We particularly welcome applications from Black, Asian and Minority Ethnic (BAME) candidates as they are currently under-represented at this level. Contact Kate on (phone number removed) / (url removed)