1740 jobs found

Scheduling Administrator - Education Sector Moreton on Marsh - Onsite 3 days a week 6 month contract Inside or IR35 £150 per day We are looking for an organised and proactive Planning and Scheduling Administrator to join our Academic Services team. This is a key role responsible for the effective planning, scheduling, and coordination of training programmes to ensure a seamless and high-quality learning experience for our customers. Working closely with Training Delivery teams and internal stakeholders, you will play a vital part in ensuring courses are accurately planned, resources are booked, and schedules are delivered efficiently and on time. Key Responsibilities Plan, schedule, and programme training courses in line with business objectives Input, manage, and maintain course bookings using internal systems (eg, Celcat) Coordinate staffing requirements, including booking core staff and associate tutors Ensure all schedules are completed 6-8 weeks in advance of course start dates Identify and resolve scheduling clashes, resource shortages, or conflicts Liaise with Training Delivery Team Leaders to agree priorities and timelines Manage amendments and enquiries within defined service levels (typically within 5 working days) Produce timesheets and ensure accurate processing of tutor payments Maintain clear and consistent communication with internal stakeholders Support onboarding of trainers and contribute to continuous improvement across scheduling processes What We're Looking For Strong administrative experience with excellent attention to detail Proven ability to build positive working relationships across teams Excellent organisational skills and ability to manage competing priorities Confident communicator, both written and verbal Proficiency in Microsoft Office (especially Excel) and ability to learn new systems quickly A proactive, solution-focused mindset with the ability to think on your feet Flexible approach to support business needs, including occasional weekend work Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.

Sales Invoicing Administrator Trentham Office based 8.30- 5.00pm Start Your Career in Finance Looking to build a long-term career in finance? This is an excellent opportunity to join a supportive finance team where you'll gain hands-on experience across invoicing, customer accounts, credit control and month-end processes. Whether you're already working in administration, finance or customer service, or looking to take your next step into accounting and finance, this role offers genuine exposure to key financial processes that form the foundation of a successful finance career. You'll work closely with experienced colleagues, develop your Excel and systems knowledge, and gain valuable insight into how a busy finance department operates. For someone who enjoys working with numbers, solving problems and being part of a collaborative team, this role provides a fantastic platform for future progression within finance. If you're organised, eager to learn and looking for an opportunity where your career can grow, we'd love to hear from you.

School Administrator Kirklees £100 - £130 per day Salary is dependent on experience, training or qualifications. The minimum experience, training or qualifications required for this position are previous experience working in an administrative role in a school. The role Providing administrative support for students, parents and staff, you will be a highly organised individual able to prioritise workload and work to strict deadlines. Duties will include answering queries both face-to-face and over the telephone alongside administrative duties including writing reports, updating databases and filing systems. You will need an efficient and helpful demeanour and an ability to think on your feet as well as excellent communication skills. Experience in a similar role and a knowledge of SIMS (School Information Management System) or Arbor is an advantage as is a good working knowledge of Microsoft Office. The role is full-time, term-time only. Requirements To be considered for the School Administrator position, you will: Have previous experience working in an administrative role in a school Ideally Have knowledge of SIMS (School Information Management System) or Arbor Have a high level of literacy and numeracy Have excellent organisational and communication skills Vision for Education is committed to safeguarding children, young people and vulnerable adults. We take our responsibilities extremely seriously. All staff we register will undertake thorough interviewing and referencing checks and hold, or be prepared to undergo, an Enhanced DBS check that must be registered on the Update Service. About Vision for Education Vision for Education is a market-leading education recruitment and supply agency committed to the learning and development of young people. With branches across the country, we are an employer of choice for high-quality primary, secondary and SEND teaching and support staff. What Vision for Education offer As a valued employee of Vision for Education, you will receive: Excellent daily rates paid weekly by our in-house Payroll team using the Pay As You Earn (PAYE) system Pension contributions (subject to a qualifying period) Full compliance with AWR (Agency Workers Regulations), to make sure you get the pay and working conditions you are entitled to FREE training to help with your professional development such as Team Teach training, online webinars and safeguarding and child protection updates Generous refer a friend or colleague bonus scheme Access to a dedicated consultant, who will provide ongoing support How to apply If you are a School Administrator and would like the challenge of working in a demanding and rewarding environment, then we want to hear from you. Apply today via this website, or for more information about this role and other opportunities across Vision for Education, please contact our Secondary Education team on (phone number removed).

Our client, an international bank with a strong presence in global financial markets, is seeking a Treasury Settlements administrator to join its Operations team in London. This is an excellent opportunity for a detail-oriented banking professional with experience across treasury products, settlements, confirmations, regulatory reporting, and back-office operations. Key Responsibilities Support the timely and accurate settlement of Treasury transactions including Money Markets, FX, NDFs, Bonds, CDs, Repos and Interest Rate Swaps. Process trade confirmations and investigate settlement issues with internal and external counterparties. Maintain and update static data within back-office systems. Monitor cashflows, coupon payments, interest settlements and maturity events. Manage transaction reporting, reconciliations and trade investigations. Support collateral management activities including margin reconciliation, dispute resolution and settlement. Assist with regulatory reporting obligations including EMIR, MiFID and MiFID II. Liaise with reporting vendors and internal stakeholders to ensure reporting accuracy and completeness. Support system enhancements, testing, process improvements and project initiatives. Conduct AML and CDD checks in accordance with internal policies and regulatory requirements. Perform daily CASS reviews and escalate any breaches or concerns appropriately. Produce management information and governance reporting as required. Requirements Previous experience within Treasury Operations, Settlements, Back Office or Trade Support gained within a banking environment. Knowledge of Treasury products including FX, Money Markets, Securities and Interest Rate Swaps. Understanding of EMIR, MiFID/MiFID II and regulatory reporting requirements. Exposure to collateral management and reconciliation processes would be advantageous. Knowledge of CASS regulations would be beneficial. Strong attention to detail and accuracy. Excellent organisational and prioritisation skills. Strong communication and stakeholder management abilities. Proficient in Microsoft Office applications, particularly Excel. Mandarin language skills would be advantageous but are not essential. What's on Offer Opportunity to join a well-established international banking institution. Broad exposure across Treasury Operations and Regulatory Reporting. Collaborative and professional working environment. Excellent career development opportunities within a growing organisation.

Transport Administrator - Coventry People Solutions are currently recruiting for a Transport Administrator to join our well-established client based in Coventry . This is a fantastic opportunity offering excellent rates of pay, ongoing work, and genuine opportunities for growth and progression within a reputable logistics operation. This role would suit applicants who have previously worked as a Transport Coordinator , Logistics Coordinator , or Transport Manager . Shifts Monday to Friday (however, flexibility is required to meet business needs) 14:00 - 22:00 40 hours per week Benefits As a Transport Administrator , you will receive: Regular weekday working hours Weekly pay Ongoing support and training Opportunity to develop within a logistics environment Supportive and professional working environment Day-to-Day Duties As a Transport Administrator , your duties will include (but are not limited to): Communicating effectively with drivers and customers via phone and email Using systems (such as ESP, GTS, SAP, DLOG, Drive Safe) to input data and generate reports Conducting driver briefings and debriefings Maintaining a positive and engaging approach with drivers Using Microsoft Word and Excel proficiently Demonstrating strong organisational skills Delivering a customer-focused service at all times Providing the Customer Service team with confirmation updates Maintaining and updating KPI spreadsheets Applying knowledge of drivers' hours regulations Essential Skills To be successful as a Transport Administrator , you will need: Proficiency in Microsoft Office packages (Word, Excel, Outlook) Strong written and verbal communication skills Excellent attention to detail and accuracy Ability to prioritise tasks and manage time effectively A professional, proactive, and organised approach Desirable Experience Previous administration experience or experience in a similar role Experience working within a fast-paced office environment Training Industry-related training provided Ongoing support throughout the assignment Apply If you are ready to take on this opportunity as a Transport Administrator , please apply today and a member of our recruitment team will be in touch. People Solutions do not charge candidates any fees or request deposits at any stage of the recruitment process

Finance Administrator (Part-Time) Location: Belfast Area Contract: Part-time (24-30 hours) Permanent Office-based Salary: £30,000 pro-rata Our well-established client seeks to appoint an experienced and reliable Finance Administrator to join their dynamic organisation on a part-time, permanent basis. This position offers the opportunity to support multiple business units, contributing to the effective day-to-day running of finance operations. The role will suit someone seeking 24-30 hours per week, with some flexibility required around working patterns to accommodate business demands. Day-to-day of the role: Manage purchase, sales and nominal ledgers accurately and efficiently Carry out regular reconciliations including bank accounts, supplier statements and company credit cards Process payments and ensure suppliers are paid within agreed terms Support cash handling activities including preparing bank lodgements and monitoring outstanding debt Maintain accurate stock records, including inventory Provide payroll cover for both weekly and monthly cycles during periods of absence Act as a key contact for resolving finance-related queries from both internal teams and external stakeholders Required Skills & Qualifications: Proven experience using Sage Strong Excel and general IT skills Flexible approach to working hours when required Excellent communication skills and ability to build working relationships A professional, dependable attitude with a focus on delivering high-quality work For more information, including package details, please contact Mary at Reed Belfast, apply via this advert, or contact me confidentially on LinkedIn

Role: Sub-contractor Accounts Administrator Salary: £26,000-£30,000 Location: Potters Bar Role Overview: Full-time, 37.5 hours per week, office-based , permanent Flexible hours available (8:00-16:00, or 9:00-17:00 with a 30-minute lunch) Small car park on-site; on-street parking available Team of 5 Role overview: Ability to accurately process subcontractor invoices for sole traders. Competence in processing subcontractor invoices for field-based subcontractors. Strong attention to detail when verifying information provided by contract managers. Ability to log and record all received agency invoices promptly and accurately. Skill in coordinating with contract managers to obtain approvals and assign costs to relevant jobs. Proficiency in processing agency invoices in line with company procedures. Capability to reconcile agency accounts with received statements and resolve discrepancies. Experience in preparing payment schedules for agencies, ensuring deadlines are met. Understanding of compliance requirements, ensuring all subcontractors hold valid public liability insurance. Ability to validate new subcontractors through HMRC systems and confirm all required onboarding documentation is complete. Competence in setting up and maintaining a fortnightly payment schedule for subcontractors. Knowledge of month-end processes, including managing labour-only invoice cut-offs . Skill in processing labour-only invoices and incorporating them into payment schedules. Confidence in liaising with contract managers to chase outstanding invoice information when required. Accuracy in allocating payments against invoices once payments have been made. Please note, that you MUST have subcontractor and CIS experience to be considered for this role.

Role: Sub-contractor Accounts Administrator Salary: £26,000-£30,000 Location: Potters Bar Role Overview: Full-time, 37.5 hours per week, office-based , permanent Flexible hours available (8:00-16:00, or 9:00-17:00 with a 30-minute lunch) Small car park on-site; on-street parking available Team of 5 Role overview: Ability to accurately process subcontractor invoices for sole traders. Competence in processing subcontractor invoices for field-based subcontractors. Strong attention to detail when verifying information provided by contract managers. Ability to log and record all received agency invoices promptly and accurately. Skill in coordinating with contract managers to obtain approvals and assign costs to relevant jobs. Proficiency in processing agency invoices in line with company procedures. Capability to reconcile agency accounts with received statements and resolve discrepancies. Experience in preparing payment schedules for agencies, ensuring deadlines are met. Understanding of compliance requirements, ensuring all subcontractors hold valid public liability insurance. Ability to validate new subcontractors through HMRC systems and confirm all required onboarding documentation is complete. Competence in setting up and maintaining a fortnightly payment schedule for subcontractors. Knowledge of month-end processes, including managing labour-only invoice cut-offs . Skill in processing labour-only invoices and incorporating them into payment schedules. Confidence in liaising with contract managers to chase outstanding invoice information when required. Accuracy in allocating payments against invoices once payments have been made. Please note, that you MUST have subcontractor and CIS experience to be considered for this role.

Role: Sub-contractor Accounts Administrator Salary: £26,000-£30,000 Location: Potters Bar Role Overview: Full-time, 37.5 hours per week, office-based , permanent Flexible hours available (8:00-16:00, or 9:00-17:00 with a 30-minute lunch) Small car park on-site; on-street parking available Team of 5 Role overview: Ability to accurately process subcontractor invoices for sole traders. Competence in processing subcontractor invoices for field-based subcontractors. Strong attention to detail when verifying information provided by contract managers. Ability to log and record all received agency invoices promptly and accurately. Skill in coordinating with contract managers to obtain approvals and assign costs to relevant jobs. Proficiency in processing agency invoices in line with company procedures. Capability to reconcile agency accounts with received statements and resolve discrepancies. Experience in preparing payment schedules for agencies, ensuring deadlines are met. Understanding of compliance requirements, ensuring all subcontractors hold valid public liability insurance. Ability to validate new subcontractors through HMRC systems and confirm all required onboarding documentation is complete. Competence in setting up and maintaining a fortnightly payment schedule for subcontractors. Knowledge of month-end processes, including managing labour-only invoice cut-offs . Skill in processing labour-only invoices and incorporating them into payment schedules. Confidence in liaising with contract managers to chase outstanding invoice information when required. Accuracy in allocating payments against invoices once payments have been made. Please note, that you MUST have subcontractor and CIS experience to be considered for this role.

Finance Assistant24 hours per week, over 4 daysNear King's LynnA fantastic opportunity for a Finance Assistant has arisen with a wonderful, well-known Norfolk business.Supporting the wider team, this role will involve the following tasks: Sales ledger duties, ensuring accurate and timely invoicing and cash collection. Administrative support, including cover for the Office Administrator Coordination of utilities billing Administration of insurance products Managing and maintaining the database. The successful person will have experience in a similar role.To apply, please submit your CV or contact Caroline Meeson at Pure.

Our client has a successful and established family business in Wolverhampton and they are currently looking for an experienced FS Administrator to join the team The company has been established for over 20 years and the successful candidate will support a number of Financial Advisers within the business Duties include as an overview Client appointment confirmation Preparing meeting packs Update CRM system Fund switches NEW business and withdrawals input Supporting Advisers This is an office based role therefore the successful candidate will need to drive Base negotiable but circa £30-32000 plus benefits and the chance of an immediate start For more information call Jason at Astral

Macildowie Procurement, Supply Chain & Logistics Purchasing Administrator - up to £33,000 Per Annum Monday - Thursday, 8am - 5pm / Friday 1pm Macildowie Procurement has exclusively partnered with high growth manufacturing businesses in Cannock to recruit a Purchasing Administrator. The key objective is to support the Procurement and Supply Chain team by ensuring efficient processing of purchase orders, maintaining supplier information, monitoring deliveries and supporting material availability for production across multiple sites. Main Responsibilities Raising purchase orders for all items required on all three of our clients sites. These include BOM items, consumables, stationery, tooling orders and miscellaneous orders. Ensuring supplier receipt of POs and chasing up deliveries to ensure on time in full delivery. Monitor MRP requirements for BOM items to ensure materials will be available at the required time for production and customer orders. Forecast product shortages to ensure material availability for production. Manage and resolve invoice queries. Update and maintain supplier and part details in MRP system. Support the wider procurement team with building and nurturing supplier relationships. Support new product Introduction activities. The Candidate Previous experience operating in a manufacturing purchasing position. Proficient user of Microsoft Office, including Excel and MRP systems. Ability to comfortably carry out transactional and reactive procurement tasks. Able to travel to Cannock. Excellent communication skills. Benefits Early finish of 1pm on Fridays. 23 days holiday entitlement plus Bank Holidays. The first stage of the application process is to apply online. If you would like any more information about this vacancy before applying, please get in touch with Tom Whitsey.

Financial Planning Assistant/ PA North Bristol - Hybrid Working After Probation Salary: £28,000 - £35,000 depending on experience Looking to move into Wealth Planning? Do you currently work in Mortgage Admin or Pensions Admin or perhaps for a provider platform, investment managers or other areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of Financial services administration and client services support and who loves supporting a busy professional About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. You'll work closely with the adviser on a day-to-day basis This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position. Long-Term Career Development One of the most exciting aspects of this role is where it could lead. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. A move into Wealth planning administration/Paraplanning/adviser or practice manager is likely to arise over time as the business grows and as you develop competency in the intial support role. What We're Looking For This role could suit someone from a variety of professional services and financial services backgrounds You'll likely have: Excellent organisational skills Strong attention to detail Experience managing inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £35,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.

IFA Administrator Location: Either Plymouth, Exeter or Weston-super-mare (Hybrid - 2 days home / 3 days office) Hours: Full Time Department: Administration & Adviser Support An exciting opportunity has arisen for an experienced IFA Administrator / Business Manager to join a growing financial planning team based in Bath. This role plays a central part in supporting advisers and paraplanners to deliver high-quality advice and exceptional service to clients. The Business Manager acts as the primary coordination point between advisers, paraplanners and clients-managing client reviews, handling sensitive information, processing new business and ensuring all administrative activity is completed accurately and efficiently. This position requires previous experience in IFA administration along with strong working knowledge of Intelliflo (IO) . Key Responsibilities Client Review Preparation Identify clients due for review using IO tasks. Contact clients to arrange review appointments. Prepare and manage client files and ensure all documentation is up to date. Source pro-forma information, gather missing data and upload to IO. Administrative & Client Support Support a team of financial advisers with day-to-day administration. Respond to incoming calls, emails and the central enquiry mailbox. Book internal meetings and manage the central diary. Meet and greet clients, set up meeting rooms and ensure smooth client appointments. New Business Processing Submit applications and upload relevant documentation to providers. Proactively monitor application progress to avoid delays. Chase providers for updates and outstanding information. Issue letters of authority and gather plan information. Ongoing Client Servicing Maintain accurate client records and ensure IO is always up to date. Process top-ups, pension withdrawals and annual review documentation. Manage platform-based tasks including transfers in, claiming advice fees and investing client funds. Liaise with GPs to obtain protection-related medical reports. Work closely with paraplanners to submit compliance cases and complete IO service tasks. Operational Support Handle daily post and deliveries. Manage client data securely and in line with internal procedures. Contribute to positive client outcomes through efficient, accurate administration. Key Skills & Experience Previous IFA administration experience is essential. Strong working knowledge of Intelliflo (IO) is required. Experience within financial services advantageous. Excellent written and verbal communication skills. Highly organised with exceptional attention to detail. Able to work efficiently in a fast-paced environment. Professional, proactive and comfortable supporting a busy adviser team. Qualifications A degree or equivalent is desirable but not essential. Willingness to work towards a Level 4 financial planning qualification is expected. This is a fantastic opportunity for an experienced IFA Administrator looking to develop their career within a supportive, professional environment.

IFA Administrator - 2 days home working option - Gloucester based An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement , offering the chance to be part of a busy, supportive and forward-thinking team. The Role You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment . Key responsibilities will include: Processing new business applications and managing cases through to completion Maintaining accurate client records and documentation Liaising with providers, clients and advisers to progress cases efficiently Supporting advisers with client preparation, quotations and documentation Managing ongoing servicing requests and policy administration About You Minimum 1+ year experience within financial services administration Strong organisational skills with the ability to manage multiple cases simultaneously Excellent communication and client service skills Comfortable working in a high-volume, deadline-driven environment Salary & Progression Salary up to £30,000 (Up to £32,000 for the right individual ) Structured reviews: Annual salary review Working Pattern Initial 2-3 weeks office-based onboarding Possible option for WFH on Fridays during initial period Thereafter: 3 days in the office / 2 days from home (flexible on which days) Benefits 26 days holiday + bank holidays + birthday off Hybrid and flexible working Study support towards professional qualifications Pension + benefits package with 5% flexible allowance Supportive and collaborative working environment Annual and 6 monthly pay reviews If you're looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression , this could be an excellent move.

Do you have procurement experience? Do you have administration experience? Do you like hybrid working? If the answer is "Yes", then our client is looking for someone like you to support them as a Procurement Administrator on a 12 month contract Role - Procurement Administrator Pay - £15.50 - £16.50 per hour Location- Leicestershire, LE67 1TL Shift pattern- Mon-Fri, 8.30am - 5pm with 1hr for lunch (3 days in the office 2 remote) 40hrs Duration- 12 months contract Start date - ASAP Responsibilities: Procurement administration of tasks response to queries into central mailbox review and release / challenge of requisitions within Coupa PO system support Category Manager with ad hoc queries and tender activity various system admin activities across E1, SAP, Coupa and Causeway CPA supporting calls from site to resolve PO issues Communicating findings with relevant staff members General administration duties, emailing, filing, data entry, answering calls Collaborating data into IT systems Experience needed: Prior experience in an office based administrative role Previous procurement experience Capacity to operate under minimal supervision Strong IT literacy skills with MS Office and Google suite Excellent attention to detail Strong verbal and written communication skills Benefits: Advice and editing on your current CV Dedicated team throughout your journey within the role Paid holiday Exclusive online services including restaurant and retail discounts Chance to receive £300 for referring a friend Opportunity for progression into permanent roles Competitive rates of pay Apply today! Randstad CPE values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.

IFA Administrator An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement, offering the chance to be part of a busy, supportive and forward-thinking team. The Role You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment. Key responsibilities will include: Processing new business applications and managing cases through to completion Maintaining accurate client records and documentation Liaising with providers, clients and advisers to progress cases efficiently Supporting advisers with client preparation, quotations and documentation Managing ongoing servicing requests and policy administration About You Minimum 1+ year experience within financial services administration Strong organisational skills with the ability to manage multiple cases simultaneously Excellent communication and client service skills Comfortable working in a high-volume, deadline-driven environment Salary & Progression Salary up to £30,000 (Up to £32,000 for the right individual) Structured reviews: Annual salary review Working Pattern Initial 2-3 weeks office-based onboarding Possible option for WFH on Fridays during initial period Thereafter: 3 days in the office / 2 days from home (flexible on which days) Benefits 26 days holiday + bank holidays + birthday off Hybrid and flexible working Study support towards professional qualifications Pension + benefits package with 5% flexible allowance Supportive and collaborative working environment If you're looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression, this could be an excellent move. Synonyms IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator

Senior IFA Administrator / Reports to: IFA Team Leader Key working relationships: Financial Planning Managers, Financial Planners, Paraplanners, the wider IFA team and relevant colleagues across the firm. Role purpose: To provide high-quality, efficient and compliant administrative support to the firm's financial planning team, a strong focus on client servicing, new business implementation and ongoing review administration. Role supports the delivery of a premium client experience. Therefore essential that the role holder maintains accurate and auditable records and helps ensure work is progressed in line with internal procedures, service standards and regulatory requirements. KEY RESPONSIBILITIES 1. Client Administration and Service Delivery Managing a varied workload to support the efficient running of the financial planning team, prioritising client, adviser and provider requirements and ensuring work is completed accurately and within agreed timescales. Preparing, collating and issuing client and provider documentation to a high standard, ensuring records are accurate, complete and presented in line with the firm's requirements. Maintaining accurate client records, workflows, notes and document management on the firm's back-office and CRM systems. Using the firm's procedures, workflows and systems effectively to support: - Client records and workflows, new business processing and case tracking, provider and platform administration. Valuations, letters of authority and policy servicing. Risk profiling and planning support tools. Client communications, compliance controls and file records - Handling telephone and email enquiries professionally and promptly. Liaising closely with Financial Planning Managers, Financial Planners, Paraplanners and the Team Leader. Undertaking core financial planning administration activities, including: - Preparing and submitting new business applications, obtaining provider information and valuations. Processing servicing requests (withdrawals, switches, etc.). Monitoring pipelines and chasing providers. Preparing review packs and meeting documentation. Maintaining confidentiality and data security at all times. 2. Professional Standards and Team Contribution Demonstrating a professional, proactive approach. Identifying inefficiencies and contributing to improvement. Supporting colleagues and teamwork. 3. Compliance and Risk Awareness Working in accordance with FCA, GDPR, AML and internal procedures. Maintaining audit-ready records and escalating issues appropriately. 4. Client Service and Teamworking Providing professional, responsive service. Communicating clearly with clients and colleagues. Maintaining a client-focused approach at all times. PERSON SPECIFICATION Experience: - Significant experience in IFA/wealth management administration, knowledge of pensions, investments, ISAs, bonds and protection. Experience with new business and client servicing, experience using CRM and provider platforms, understanding of FCA-regulated environments Education and Communication: - Good standard of education including English with strong written and verbal communication skills Skills and Approach: - Awareness of AML, GDPR, Consumer Duty. Strong organisation and attention to detail, ability to prioritise and work independently, collaborative and professional approach. Good knowledge of Microsoft Office and systems Development: - Support available for financial planning qualifications

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Administrator Location: Kingsley Office (Office based) Salary: £30,000 - £35,000, dependent on experience Benefits: Competitive salary Pension scheme Death in Service cover Income Protection Private Medical Insurance Approximately 26 days holiday plus bank holidays Fully funded professional exams On-site parking Bi-annual company trips abroad (with alternate UK-based trips in other years) Ongoing training and development opportunities About the Company: We are working with a well-established financial advisory firm seeking an experienced Financial Administrator to join their Kingsley office. The successful candidate will join a supportive and collaborative administration team, working closely with a group of financial advisers to deliver a high-quality client service. This is a stable, long-term opportunity within a professional environment that offers progression and development within financial services administration. Key Responsibilities: Providing comprehensive administrative support to a team of financial advisers Processing new business applications across pensions, investments, and protection products Managing client records and ensuring all documentation is accurate and up to date Using Intelligent Office (IO) to manage workflows, client data, and administration tasks Liaising with product providers such as Fidelity, Aviva, and Quilter Processing contributions, withdrawals, fund switches, and fee calculations Preparing client review packs and supporting documentation Monitoring cases through to completion, ensuring timely progression Handling client and provider queries in a professional and efficient manner Supporting compliance with FCA regulations and internal procedures Assisting the wider administration team where required What We're Looking For: Minimum of 2 years' experience in a financial services administration role (IFA or wealth management) Strong understanding of financial products including pensions, investments, and protection Experience using Intelligent Office (IO) Strong organisational skills with excellent attention to detail Confident communication skills, both written and verbal Ability to manage workload effectively and prioritise tasks A proactive, self-motivated approach Strong team player with a professional attitude Must be able to work fully office based (non-negotiable) Desirable Skills: Experience working with provider platforms such as Fidelity, Aviva, and Quilter Exposure to fund switches, rebalancing, and risk profiling Knowledge of FCA compliance processes within an advisory environment Interest in progressing towards paraplanning or further technical development How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.