Trainee Paraplanner Leicester Up to £30,000 Full CII Study Support Looking to build a successful career in Financial Planning? Our client is a highly regarded boutique firm of Independent Financial Planners based in the Leicester area, renowned for delivering a personalised service to clients and providing a supportive, close-knit working environment for its employees. Due to continued growth and success, they are seeking an ambitious and detail-oriented IFA Administrator/ Trainee Paraplanner to join their expanding team. This is an excellent opportunity for someone looking to develop their career within Wealth Management and progress towards a Paraplanning role within a business that genuinely invests in its people. As a boutique practice, the firm offers a collaborative culture, direct exposure to experienced Financial Advisers, and clear opportunities for professional development. Full support will be provided towards CII qualifications, making this an ideal role for an individual keen to enhance their technical knowledge and build a long-term career in Financial Planning. The Opportunity This role is ideally suited to someone with at least 12 months' experience within Financial Services administration, particularly in pensions and investments. You'll join a friendly and forward-thinking team where structured training, mentoring and career progression are actively encouraged. Key Responsibilities " Processing new business applications, client valuations and illustrations " Preparing fund value reports and client documentation " Conducting research to support the financial planning process " Producing pension, investment and protection quotations and valuations " Managing Letters of Authority and maintaining accurate client records " Supporting Financial Advisers with ongoing client servicing and administrative duties About You " Previous experience within an IFA, Financial Planning or Wealth Management environment " Strong attention to detail and excellent organisational skills " A client-focused approach with a commitment to delivering exceptional service " Enthusiasm to learn, develop and progress within Financial Planning " Excellent written and verbal communication skills What's on Offer? " Salary up to £28,000 " Full support towards CII professional qualifications " Clear progression pathway into Paraplanning " Supportive and collaborative boutique working environment " Long-term career development within a growing and reputable firm This is a fantastic opportunity to join a respected boutique financial planning firm where your development is actively supported, your contributions are recognised, and genuine career progression is available. For further information, please contact one of our specialist consultants quoting reference NJR16806
Jul 02, 2026
Full time
Trainee Paraplanner Leicester Up to £30,000 Full CII Study Support Looking to build a successful career in Financial Planning? Our client is a highly regarded boutique firm of Independent Financial Planners based in the Leicester area, renowned for delivering a personalised service to clients and providing a supportive, close-knit working environment for its employees. Due to continued growth and success, they are seeking an ambitious and detail-oriented IFA Administrator/ Trainee Paraplanner to join their expanding team. This is an excellent opportunity for someone looking to develop their career within Wealth Management and progress towards a Paraplanning role within a business that genuinely invests in its people. As a boutique practice, the firm offers a collaborative culture, direct exposure to experienced Financial Advisers, and clear opportunities for professional development. Full support will be provided towards CII qualifications, making this an ideal role for an individual keen to enhance their technical knowledge and build a long-term career in Financial Planning. The Opportunity This role is ideally suited to someone with at least 12 months' experience within Financial Services administration, particularly in pensions and investments. You'll join a friendly and forward-thinking team where structured training, mentoring and career progression are actively encouraged. Key Responsibilities " Processing new business applications, client valuations and illustrations " Preparing fund value reports and client documentation " Conducting research to support the financial planning process " Producing pension, investment and protection quotations and valuations " Managing Letters of Authority and maintaining accurate client records " Supporting Financial Advisers with ongoing client servicing and administrative duties About You " Previous experience within an IFA, Financial Planning or Wealth Management environment " Strong attention to detail and excellent organisational skills " A client-focused approach with a commitment to delivering exceptional service " Enthusiasm to learn, develop and progress within Financial Planning " Excellent written and verbal communication skills What's on Offer? " Salary up to £28,000 " Full support towards CII professional qualifications " Clear progression pathway into Paraplanning " Supportive and collaborative boutique working environment " Long-term career development within a growing and reputable firm This is a fantastic opportunity to join a respected boutique financial planning firm where your development is actively supported, your contributions are recognised, and genuine career progression is available. For further information, please contact one of our specialist consultants quoting reference NJR16806
Job Title: Junior Facilities Administrator Location: London Salary: Depending on qualification and experience Job type: Full time, Contract - 8 Months About us: Evergreen established in 1968 has since become one of the largest shipping lines in the world, and it is fully committed to its customers as well as to environment protection. Evergreen's recent shipbuilding program to expand its fleet has already deployed several new containerships with the latest marine technologies which were adopted for quality transportation service and also for sustainable development of marine ecology. About the job: This is an exciting opportunity for the right candidate to join our London Office Procurement and Facilities team. You will have the opportunity to manage and be responsible for maintaining day to day functions of a well-established international company. The role is primarily administrative, however, there is a unique opportunity for the candidate to learn basic facilities operations and management to the General Affairs Team. We are looking for a friendly, confident individual, someone who has a flexible approach to their jobs with a can-do attitude. Responsibilities: Daily post and Courier administration Office equipment and printing administration Meeting Room booking and preparation Assistance to DM on building projects when required Building facilities administration Answering and redirection of incoming calls Telecommunication administration Pantry appliance and sundries administration Assist the General Affairs Team and building manager with ad-hoc facilities management Area office administration Stationery and company merchandise administration Budget analysis About you: This is an entry-level/junior position, so previous facilities or administrative experience is not strictly necessary. However, we are looking for candidates who demonstrate: A "Can-Do" Attitude: You are eager to roll up your sleeves, assist with a variety of tasks, and learn new processes quickly Strong Organizational Skills: You are comfortable managing multiple tasks at once, from courier bookings to office supply stock levels A Proactive Mindset: You take pride in your environment and can identify when something needs attention before being asked Excellent Communication: Whether answering calls or coordinating with building managers, you are professional, clear, and friendly Numerical Aptitude: As this role includes assisting with budget analysis and inventory tracking, a good comfort level with basic figures and Excel is essential Reliability & Flexibility: You are comfortable with an office-based role, willing to work overtime when project deadlines require it, and happy to support the team with ad-hoc requests Eligibility: You must have the full legal right to work in the UK without requiring sponsorship Benefits of Joining Evergreen Marine (UK) Ltd: - Subsidized lunch in our canteen - On-site Gym - Cycle to Work scheme - Sports and Social Club - monthly organized events for staff at discounted rates - Interest-free Company Loan for Annual Season Ticket - Employee Assistance Programme - offering 24/7 Mental Wellbeing Support, counselling service, financial guidance and legal consultations - Personal Accident Insurance - Optional Private Medical Insurance - Life Insurance - Group Company Pension Scheme - Pension advisory services + Annual One-on-One Pension review Meetings - Income Protection Scheme Please click on the APPLY button and you will be redirected to our careers page to apply for this role. Candidates with the relevant experience or job titles of; Administrative Assistant, Office Assistant, Support Administrator, Business Administrator, Admin Support, Office Support, Admin Assistant, Admin, Operation Assistant, Operational Support Administrator, Operational Support Assistant, Office Administrator, Operations Assistant, Operations Administrator, Business Support, Facilities Management, Facilities Officer may also be considered.
Jul 02, 2026
Contractor
Job Title: Junior Facilities Administrator Location: London Salary: Depending on qualification and experience Job type: Full time, Contract - 8 Months About us: Evergreen established in 1968 has since become one of the largest shipping lines in the world, and it is fully committed to its customers as well as to environment protection. Evergreen's recent shipbuilding program to expand its fleet has already deployed several new containerships with the latest marine technologies which were adopted for quality transportation service and also for sustainable development of marine ecology. About the job: This is an exciting opportunity for the right candidate to join our London Office Procurement and Facilities team. You will have the opportunity to manage and be responsible for maintaining day to day functions of a well-established international company. The role is primarily administrative, however, there is a unique opportunity for the candidate to learn basic facilities operations and management to the General Affairs Team. We are looking for a friendly, confident individual, someone who has a flexible approach to their jobs with a can-do attitude. Responsibilities: Daily post and Courier administration Office equipment and printing administration Meeting Room booking and preparation Assistance to DM on building projects when required Building facilities administration Answering and redirection of incoming calls Telecommunication administration Pantry appliance and sundries administration Assist the General Affairs Team and building manager with ad-hoc facilities management Area office administration Stationery and company merchandise administration Budget analysis About you: This is an entry-level/junior position, so previous facilities or administrative experience is not strictly necessary. However, we are looking for candidates who demonstrate: A "Can-Do" Attitude: You are eager to roll up your sleeves, assist with a variety of tasks, and learn new processes quickly Strong Organizational Skills: You are comfortable managing multiple tasks at once, from courier bookings to office supply stock levels A Proactive Mindset: You take pride in your environment and can identify when something needs attention before being asked Excellent Communication: Whether answering calls or coordinating with building managers, you are professional, clear, and friendly Numerical Aptitude: As this role includes assisting with budget analysis and inventory tracking, a good comfort level with basic figures and Excel is essential Reliability & Flexibility: You are comfortable with an office-based role, willing to work overtime when project deadlines require it, and happy to support the team with ad-hoc requests Eligibility: You must have the full legal right to work in the UK without requiring sponsorship Benefits of Joining Evergreen Marine (UK) Ltd: - Subsidized lunch in our canteen - On-site Gym - Cycle to Work scheme - Sports and Social Club - monthly organized events for staff at discounted rates - Interest-free Company Loan for Annual Season Ticket - Employee Assistance Programme - offering 24/7 Mental Wellbeing Support, counselling service, financial guidance and legal consultations - Personal Accident Insurance - Optional Private Medical Insurance - Life Insurance - Group Company Pension Scheme - Pension advisory services + Annual One-on-One Pension review Meetings - Income Protection Scheme Please click on the APPLY button and you will be redirected to our careers page to apply for this role. Candidates with the relevant experience or job titles of; Administrative Assistant, Office Assistant, Support Administrator, Business Administrator, Admin Support, Office Support, Admin Assistant, Admin, Operation Assistant, Operational Support Administrator, Operational Support Assistant, Office Administrator, Operations Assistant, Operations Administrator, Business Support, Facilities Management, Facilities Officer may also be considered.
Business Operations Administrator Contract: 6-12 Month Contract Rate: 200 to 225 per day (Outside IR35) Location: London Hybrid (2-3 days per week onsite) Overview We are looking for an experienced Business Operations Administrator to support a busy operational function within a highly regulated environment. This role is focused on business operations, governance, procurement, supplier management, contract administration, compliance, and financial processes. It is an excellent opportunity for a highly organised administrator who enjoys working across multiple business functions and supporting operational activities. Please note: This is not a hands-on technical or IT support role. We are specifically looking for someone with strong administrative, operational, procurement, governance, or business support experience. Working closely with internal stakeholders, finance teams, procurement functions, project teams, and external suppliers, you will help ensure key business processes are delivered efficiently, accurately, and in line with company procedures. Key Responsibilities Procurement & Financial Administration Raise and manage purchase orders for goods and services Support invoice processing, reconciliation, and supplier payment activities Maintain procurement records and documentation Assist with budget tracking and expenditure reporting Liaise with suppliers and internal stakeholders to resolve queries Supplier & Contract Administration Maintain supplier records and compliance documentation Track contract renewals, notice periods, and key commercial milestones Support supplier onboarding and governance activities Coordinate approvals, access requests, and associated documentation Ensure records are maintained in line with internal policies and audit requirements Business Operations Support Provide administrative support across operational and project activities Maintain accurate records, documentation, and reporting information Coordinate meetings, workshops, and stakeholder communications Support process improvement initiatives and governance activities Assist with reporting and administrative tasks across multiple workstreams Compliance & Reporting Maintain records to support audits and compliance requirements Produce regular reports and management information Monitor operational activities and escalate issues where appropriate Support the continuous improvement of business processes and controls Skills & Experience Previous experience in an Operations Administrator, Business Administrator, Project Administrator, PMO Administrator, Contracts Administrator, Procurement Administrator, or similar role Strong organisational and administrative skills Experience supporting procurement, supplier management, contracts, governance, or compliance processes Excellent communication and stakeholder management skills Strong attention to detail and ability to manage multiple priorities Proficient in Microsoft Office 365, including Excel, Word, Teams, and SharePoint Experience using ERP, finance, procurement, or business management systems Desirable Experience Experience working within a regulated or compliance-driven environment Exposure to procurement, supplier governance, contract management, or operational reporting Experience supporting projects, programmes, or business operations teams Understanding of business processes, governance, and operational controls
Jul 02, 2026
Contractor
Business Operations Administrator Contract: 6-12 Month Contract Rate: 200 to 225 per day (Outside IR35) Location: London Hybrid (2-3 days per week onsite) Overview We are looking for an experienced Business Operations Administrator to support a busy operational function within a highly regulated environment. This role is focused on business operations, governance, procurement, supplier management, contract administration, compliance, and financial processes. It is an excellent opportunity for a highly organised administrator who enjoys working across multiple business functions and supporting operational activities. Please note: This is not a hands-on technical or IT support role. We are specifically looking for someone with strong administrative, operational, procurement, governance, or business support experience. Working closely with internal stakeholders, finance teams, procurement functions, project teams, and external suppliers, you will help ensure key business processes are delivered efficiently, accurately, and in line with company procedures. Key Responsibilities Procurement & Financial Administration Raise and manage purchase orders for goods and services Support invoice processing, reconciliation, and supplier payment activities Maintain procurement records and documentation Assist with budget tracking and expenditure reporting Liaise with suppliers and internal stakeholders to resolve queries Supplier & Contract Administration Maintain supplier records and compliance documentation Track contract renewals, notice periods, and key commercial milestones Support supplier onboarding and governance activities Coordinate approvals, access requests, and associated documentation Ensure records are maintained in line with internal policies and audit requirements Business Operations Support Provide administrative support across operational and project activities Maintain accurate records, documentation, and reporting information Coordinate meetings, workshops, and stakeholder communications Support process improvement initiatives and governance activities Assist with reporting and administrative tasks across multiple workstreams Compliance & Reporting Maintain records to support audits and compliance requirements Produce regular reports and management information Monitor operational activities and escalate issues where appropriate Support the continuous improvement of business processes and controls Skills & Experience Previous experience in an Operations Administrator, Business Administrator, Project Administrator, PMO Administrator, Contracts Administrator, Procurement Administrator, or similar role Strong organisational and administrative skills Experience supporting procurement, supplier management, contracts, governance, or compliance processes Excellent communication and stakeholder management skills Strong attention to detail and ability to manage multiple priorities Proficient in Microsoft Office 365, including Excel, Word, Teams, and SharePoint Experience using ERP, finance, procurement, or business management systems Desirable Experience Experience working within a regulated or compliance-driven environment Exposure to procurement, supplier governance, contract management, or operational reporting Experience supporting projects, programmes, or business operations teams Understanding of business processes, governance, and operational controls
Service Service Employment Agency Limited
Bury St. Edmunds, Suffolk
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Purpose of the role To provide high quality technical support across the team to enable Financial Planners and Directors to deliver a consistent, high-level service to clients. Being aligned to an individual Financial Planner or several FPs across the team Help maintain and develop a number of client services Support and develop junior team members to enable them to be as efficient and effective as possible, sharing technical resources across the team as necessary Key responsibilities Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with technical problem solving where necessary Check more complex policy analysis and complete complex calculations for clients Liaise with clients, dealing with their queries and ensuring all client correspondence is clear and accurate Prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow/CGT calculations, as and when required, in conjunction with line manager approval Hold regular meetings with your peers to discuss cases and to highlight changes in legislation that we need to consider and ideas for enhancing the services we deliver. Involvement with developing procedures for the team Ensure internal systems and processes are followed consistently amongst team members Support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client Highlight serious issues or system errors (provider systems or internal systems) to your line manager, dealing with day-to-day issues autonomously Provide technical training as required and support individual learning and development Maintain and update your personal development record Undertake project activity to feedback recommended changes to promote best practise of key processes and procedures, including client facing documents Personal Specification Diploma qualified (essential) Thorough knowledge of systems and processes Experience of dealing with a number of high level technical queries Providing accurate and timely information and administrative support Development of others Managing complex technical issues Maintaining a working knowledge of product key features, policy benefits and competitive strengths of providers' products Maintain market knowledge by attending provider seminars and technical updates as well as financial and industry media updates Platform functionality Mandatory compliance training Pass 'lead support' knowledge test Attention to detail/accuracy Computer literate and data management, including company specific software Analytical, Decision making & problem solving Ability to train others Planning, time management and organisation skills Report writing & presentation skills Time management Ability to build and maintain relationships Ability to work pro-actively, on own initiative and as part of a team Communication - written and verbal Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (two days from home) Profit Share Social events Free parking Free drinks/fruit Cycle to work scheme Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme Professional qualifications supported financially
Jul 02, 2026
Full time
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Purpose of the role To provide high quality technical support across the team to enable Financial Planners and Directors to deliver a consistent, high-level service to clients. Being aligned to an individual Financial Planner or several FPs across the team Help maintain and develop a number of client services Support and develop junior team members to enable them to be as efficient and effective as possible, sharing technical resources across the team as necessary Key responsibilities Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with technical problem solving where necessary Check more complex policy analysis and complete complex calculations for clients Liaise with clients, dealing with their queries and ensuring all client correspondence is clear and accurate Prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow/CGT calculations, as and when required, in conjunction with line manager approval Hold regular meetings with your peers to discuss cases and to highlight changes in legislation that we need to consider and ideas for enhancing the services we deliver. Involvement with developing procedures for the team Ensure internal systems and processes are followed consistently amongst team members Support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client Highlight serious issues or system errors (provider systems or internal systems) to your line manager, dealing with day-to-day issues autonomously Provide technical training as required and support individual learning and development Maintain and update your personal development record Undertake project activity to feedback recommended changes to promote best practise of key processes and procedures, including client facing documents Personal Specification Diploma qualified (essential) Thorough knowledge of systems and processes Experience of dealing with a number of high level technical queries Providing accurate and timely information and administrative support Development of others Managing complex technical issues Maintaining a working knowledge of product key features, policy benefits and competitive strengths of providers' products Maintain market knowledge by attending provider seminars and technical updates as well as financial and industry media updates Platform functionality Mandatory compliance training Pass 'lead support' knowledge test Attention to detail/accuracy Computer literate and data management, including company specific software Analytical, Decision making & problem solving Ability to train others Planning, time management and organisation skills Report writing & presentation skills Time management Ability to build and maintain relationships Ability to work pro-actively, on own initiative and as part of a team Communication - written and verbal Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (two days from home) Profit Share Social events Free parking Free drinks/fruit Cycle to work scheme Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme Professional qualifications supported financially
This is based in our Manchester dealership: 99 Windsor St, Manchester M5 4DG A permanent full-time contract Manufacturer owned dealership opportunity. About Us Stellantis &You is an integral division of Stellantis, a premier global automotive manufacturer renowned for its array of iconic brands, including Abarth, Alfa Romeo, Citroen, DS, Fiat, Fiat Professional, Jeep, Peugeot, and Vauxhall. We are committed to fostering individual growth and recognise the hard work, flexibility, and commitment of our people so we offer an industry leading benefits package alongside our competitive basic salary. Additional Benefits Company Car Scheme: Enjoy the opportunity to access up to two company branded vehicles with insurance, servicing and breakdown & tyre cover included! Company Discounts: Exclusive discounts on new cars and a range of aftersales services, including MOT, body shop, parts, services, and tyres. Pension: Benefit from a generous employer pension contribution of up to 7%. Annual Holiday: Start with 22 days of annual leave, which increases to 26 with continued service, in addition to bank holidays. Reward Gateway: Access our comprehensive discount portal, Reward Gateway, boasting over 500 incredible deals to help you save significantly. Family-Friendly Policies: Take advantage of enhanced maternity, paternity, and adoption leave provisions. Employee Assistance Programme: Prioritize your wellbeing with access to counselling, practical information, and digital resources. Occupational Health: We're committed to promoting and maintaining the highest degree of physical, mental, and social well-being for our Stellantis &You UK employees. Personal Accident Insurance: Enjoy worldwide personal accident cover as part of our employee benefits package. Training Opportunities: Access a range of training initiatives and e-learning resources to support your professional development. Shared Incentive Plan: Seize the opportunity to invest in the Stellantis Group through our shared incentive plan. Health Cash Plan: Our insurance policy allows members to claim a percentage of their daily health expenses, ensuring comprehensive health coverage. Paid sick leave upon completion of Probationary period. Role Overview: An exciting new opportunity has come up here at our Manchester dealership. This is a great opportunity for you to become a key member of the our busy dealership team. As a Fleet Administrator you will be expected support the Sales/Fleet Department by ensuring efficient administration of all financial operations and systems and to ensure that all vehicle movements and transactions and departmental strategies to achieve, and strive to exceed, all sales objectives. In this role you will also: Work effectively within the dealership team to ensure industry-leading standards of customer care and satisfaction at all times. Ensure the accurate and timely completion of administration and operational tasks. Strive to achieve a consistently high level of customer satisfaction through outstanding personal and professional conduct. Develop and maintain professional and positive working relationships with Company colleagues, customers, suppliers and external representatives where appropriate Deal with all customers and visitors promptly, courteously and professionally. Ensure all environmental, Health & Safety and other Company policies and practices are strictly adhered to, operating within the law at all times. Let s Work together: Previous experience in an administrative position is required, experience in a dealership environment is preferred. Stellantis is proud to be an equal opportunity employer. We are committed to equal employment opportunity and equal pay regardless of race, colour, religion, sex, national origin, sexual orientation, disability, or gender identity. Stellantis are also accredited with the Defence Employer Recognition Scheme (ERS) Gold Award, that recognises organisations that pledge, demonstrate or advocate support to the armed forces community. Please contact our recruitment team if you would like to discuss anything further or if you require any form of reasonable adjustments for any part of the recruitment process
Jul 02, 2026
Full time
This is based in our Manchester dealership: 99 Windsor St, Manchester M5 4DG A permanent full-time contract Manufacturer owned dealership opportunity. About Us Stellantis &You is an integral division of Stellantis, a premier global automotive manufacturer renowned for its array of iconic brands, including Abarth, Alfa Romeo, Citroen, DS, Fiat, Fiat Professional, Jeep, Peugeot, and Vauxhall. We are committed to fostering individual growth and recognise the hard work, flexibility, and commitment of our people so we offer an industry leading benefits package alongside our competitive basic salary. Additional Benefits Company Car Scheme: Enjoy the opportunity to access up to two company branded vehicles with insurance, servicing and breakdown & tyre cover included! Company Discounts: Exclusive discounts on new cars and a range of aftersales services, including MOT, body shop, parts, services, and tyres. Pension: Benefit from a generous employer pension contribution of up to 7%. Annual Holiday: Start with 22 days of annual leave, which increases to 26 with continued service, in addition to bank holidays. Reward Gateway: Access our comprehensive discount portal, Reward Gateway, boasting over 500 incredible deals to help you save significantly. Family-Friendly Policies: Take advantage of enhanced maternity, paternity, and adoption leave provisions. Employee Assistance Programme: Prioritize your wellbeing with access to counselling, practical information, and digital resources. Occupational Health: We're committed to promoting and maintaining the highest degree of physical, mental, and social well-being for our Stellantis &You UK employees. Personal Accident Insurance: Enjoy worldwide personal accident cover as part of our employee benefits package. Training Opportunities: Access a range of training initiatives and e-learning resources to support your professional development. Shared Incentive Plan: Seize the opportunity to invest in the Stellantis Group through our shared incentive plan. Health Cash Plan: Our insurance policy allows members to claim a percentage of their daily health expenses, ensuring comprehensive health coverage. Paid sick leave upon completion of Probationary period. Role Overview: An exciting new opportunity has come up here at our Manchester dealership. This is a great opportunity for you to become a key member of the our busy dealership team. As a Fleet Administrator you will be expected support the Sales/Fleet Department by ensuring efficient administration of all financial operations and systems and to ensure that all vehicle movements and transactions and departmental strategies to achieve, and strive to exceed, all sales objectives. In this role you will also: Work effectively within the dealership team to ensure industry-leading standards of customer care and satisfaction at all times. Ensure the accurate and timely completion of administration and operational tasks. Strive to achieve a consistently high level of customer satisfaction through outstanding personal and professional conduct. Develop and maintain professional and positive working relationships with Company colleagues, customers, suppliers and external representatives where appropriate Deal with all customers and visitors promptly, courteously and professionally. Ensure all environmental, Health & Safety and other Company policies and practices are strictly adhered to, operating within the law at all times. Let s Work together: Previous experience in an administrative position is required, experience in a dealership environment is preferred. Stellantis is proud to be an equal opportunity employer. We are committed to equal employment opportunity and equal pay regardless of race, colour, religion, sex, national origin, sexual orientation, disability, or gender identity. Stellantis are also accredited with the Defence Employer Recognition Scheme (ERS) Gold Award, that recognises organisations that pledge, demonstrate or advocate support to the armed forces community. Please contact our recruitment team if you would like to discuss anything further or if you require any form of reasonable adjustments for any part of the recruitment process
Job title: Client Services Assistant Location: Kendal Adecco is recruiting an Experienced Client Services Assistant to provide comprehensive administrative and client support. In this position, you will work closely with Financial Planners and Relationship Managers, under the guidance of the Manager of HR & Administration, ensuring that all activity aligns with responsible business practices and Consumer Duty principles. What You Will Do? Process new business, incremental business, surrenders, encashment, switches, and alterations to policies using company IT systems, ensuring accurate and timely completion. Follow each case from start to finish, issue policy documents and contract notes, and keep all company IT systems fully updated, including uploading and maintaining all scanned documents. Co-ordinate with providers regarding clients' change of address, Appointment/retirement of trustees, and any death cases, including liaison with legal parties where necessary. Prepare client files for Financial Planners, update client information on the IT system before meetings, insert the correct client pack, and highlight any outstanding compliance requirements in advance. Collate documents and illustrations for the financial plan, send and collate letters of authority and policy information, and obtain policy information and literature from the internet and other available sources. Handle enquiries from insurance companies and clients as far as possible, providing accurate information, escalating where appropriate, and recording relevant details on company IT systems. Check daily tasks on company IT systems, chase any outstanding entries, and obtain quotations as required for corporate clients in response to internal or external requests. Produce valuations for clients as required, taking into account each client's service standard, and accurately record all valuations and related notes on company IT systems. Update client Factfinds on the IT system after meetings, prepare clients' portfolios, set up all required information, and instigate PFP access with each client as appropriate. Chase Initial fees from providers to ensure company cash flow is not detrimentally impacted, and run and analyze client profit and loss reports to identify any areas where required income or fees are not being achieved. Cover reception when required to provide a professional and welcoming service, maintaining a tidy and organized client-facing area consistent with company standards. Identify any training and development needs required to meet the responsibilities of your role, and complete any additional tasks requested from time to time by management. Act as a Consumer Duty Champion on committees and across the business, ensuring decisions and priorities are aligned with Consumer Duty principles and supporting the implementation and annual review of the Consumer Duty framework. Your Skills Demonstrated experience with Basic Word, Excel and Outlook, using these tools confidently for document preparation, data handling, email, and calendar management in a professional environment. Excellent customer service skills (both internal and external), with the ability to manage client and colleague interactions professionally, tactfully, and in a manner that supports long-term business relationships. Excellent written and verbal communication skills, enabling you to draft clear correspondence, explain information accurately, and communicate effectively with providers, clients, colleagues, and management. Strong interpersonal skills, including the ability to work collaboratively, provide constructive feedback, recognize others' achievements, and avoid office politics or gossip in day-to-day interactions. At least 2 years relevant administrative experience, ideally within financial services or a similar professional environment, with evidence of working to defined processes and service standards. Willingness to participate in learning opportunities/events outside of usual work hours, demonstrating a proactive approach to maintaining product knowledge, system knowledge, and ongoing professional development. Business-like approach in both appearance and conduct, consistently behaving professionally, maintaining confidentiality regarding clients and colleagues, and not bringing the company into disrepute. Strong organizational skills, including the ability to prioritize daily activities, keep work and client areas clean and tidy, and respond efficiently and effectively to queries while meeting agreed SLA's. Proactive problem-solving mindset, taking ownership to minimize problems, researching solutions to challenges or issues, and maintaining a positive attitude to change and a 'Can Do' attitude. Flexible approach to tasks and working hours to ensure work is completed and business needs are met, fully supporting the Directors/Management Team and aligning your workload with the company's business strategy and goals. Benefits Annual leave is 22 days holidays + bank holidays + currently 3 additional days off between Christmas and New Year, providing a clearly defined and structured entitlement. The role is covered by a Death In service Scheme, offering a specified company-backed benefit in the event of employee death. Retirement provision includes a 3% company contribution Pension Scheme, giving a clearly stated employer pension contribution level. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jul 02, 2026
Full time
Job title: Client Services Assistant Location: Kendal Adecco is recruiting an Experienced Client Services Assistant to provide comprehensive administrative and client support. In this position, you will work closely with Financial Planners and Relationship Managers, under the guidance of the Manager of HR & Administration, ensuring that all activity aligns with responsible business practices and Consumer Duty principles. What You Will Do? Process new business, incremental business, surrenders, encashment, switches, and alterations to policies using company IT systems, ensuring accurate and timely completion. Follow each case from start to finish, issue policy documents and contract notes, and keep all company IT systems fully updated, including uploading and maintaining all scanned documents. Co-ordinate with providers regarding clients' change of address, Appointment/retirement of trustees, and any death cases, including liaison with legal parties where necessary. Prepare client files for Financial Planners, update client information on the IT system before meetings, insert the correct client pack, and highlight any outstanding compliance requirements in advance. Collate documents and illustrations for the financial plan, send and collate letters of authority and policy information, and obtain policy information and literature from the internet and other available sources. Handle enquiries from insurance companies and clients as far as possible, providing accurate information, escalating where appropriate, and recording relevant details on company IT systems. Check daily tasks on company IT systems, chase any outstanding entries, and obtain quotations as required for corporate clients in response to internal or external requests. Produce valuations for clients as required, taking into account each client's service standard, and accurately record all valuations and related notes on company IT systems. Update client Factfinds on the IT system after meetings, prepare clients' portfolios, set up all required information, and instigate PFP access with each client as appropriate. Chase Initial fees from providers to ensure company cash flow is not detrimentally impacted, and run and analyze client profit and loss reports to identify any areas where required income or fees are not being achieved. Cover reception when required to provide a professional and welcoming service, maintaining a tidy and organized client-facing area consistent with company standards. Identify any training and development needs required to meet the responsibilities of your role, and complete any additional tasks requested from time to time by management. Act as a Consumer Duty Champion on committees and across the business, ensuring decisions and priorities are aligned with Consumer Duty principles and supporting the implementation and annual review of the Consumer Duty framework. Your Skills Demonstrated experience with Basic Word, Excel and Outlook, using these tools confidently for document preparation, data handling, email, and calendar management in a professional environment. Excellent customer service skills (both internal and external), with the ability to manage client and colleague interactions professionally, tactfully, and in a manner that supports long-term business relationships. Excellent written and verbal communication skills, enabling you to draft clear correspondence, explain information accurately, and communicate effectively with providers, clients, colleagues, and management. Strong interpersonal skills, including the ability to work collaboratively, provide constructive feedback, recognize others' achievements, and avoid office politics or gossip in day-to-day interactions. At least 2 years relevant administrative experience, ideally within financial services or a similar professional environment, with evidence of working to defined processes and service standards. Willingness to participate in learning opportunities/events outside of usual work hours, demonstrating a proactive approach to maintaining product knowledge, system knowledge, and ongoing professional development. Business-like approach in both appearance and conduct, consistently behaving professionally, maintaining confidentiality regarding clients and colleagues, and not bringing the company into disrepute. Strong organizational skills, including the ability to prioritize daily activities, keep work and client areas clean and tidy, and respond efficiently and effectively to queries while meeting agreed SLA's. Proactive problem-solving mindset, taking ownership to minimize problems, researching solutions to challenges or issues, and maintaining a positive attitude to change and a 'Can Do' attitude. Flexible approach to tasks and working hours to ensure work is completed and business needs are met, fully supporting the Directors/Management Team and aligning your workload with the company's business strategy and goals. Benefits Annual leave is 22 days holidays + bank holidays + currently 3 additional days off between Christmas and New Year, providing a clearly defined and structured entitlement. The role is covered by a Death In service Scheme, offering a specified company-backed benefit in the event of employee death. Retirement provision includes a 3% company contribution Pension Scheme, giving a clearly stated employer pension contribution level. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
JOB TITLE: Administrator Temporary to Permanent LOCATION: Bridgwater, Somerset SALARY: Starting salary of 28,000 PA HOURS: Monday - Friday, 8:30am till 5:00pm BENEFITS: We would love for you to join us, some of the great perks of temping through Office Angels include: Weekly pay Access to Boost - our exclusive platform with discounts on hundreds of retailers, a wellbeing hub with recipes, an exercise area, and a mindfulness section with blogs & videos Temporary candidate of the month award Temporary candidate lunches/treats Online timesheets A dedicated consultant as an additional layer of support We're recruiting for a personable and highly organised Administrator to join a well-established, family-run business based in Bridgwater. You'll become part of a friendly and down-to-earth team, playing a key role in supporting a range of administrative and accounts functions to keep the department running smoothly. This is a varied and fast-paced position, ideal for someone who thrives on staying organised and enjoys getting stuck into different tasks. Strong administrative skills are essential, along with the ability to adapt and manage priorities with confidence. This opportunity is initially offered on a temporary basis, with a strong view to become a permanent role for the right person, making it a great chance to grow within a supportive and welcoming business. MAIN RESPONSIBILITIES: Managing operative training requirements by organising, scheduling, and booking relevant courses. Maintaining accurate training records, monitoring expiry dates, and ensuring all staff remain compliant with industry and health & safety standards. Acting as a key point of contact for inbound calls, responding to enquiries professionally and efficiently. Scheduling and booking jobs, coordinating with managers and operatives to ensure smooth delivery of services and optimal resource allocation. Creating, maintaining, and updating spreadsheets using Microsoft Excel to track operational and financial data. Producing reports, analysing information, and ensuring data accuracy to support business decision-making. Completing and submitting client Health & Safety questionnaires and documentation, ensuring compliance with regulations and company policies. Responsible for maintaining and reconciling the sales ledger, managing outstanding invoices through effective credit control processes, liaising with clients to secure timely payments, resolving account queries, and reducing aged debt. Accurately collating and processing employee timesheets to support weekly/monthly payroll. Ensuring all hours, overtime, and absences are recorded correctly, working closely with management to resolve discrepancies and maintain compliance with company procedures . KEY SKILLS: Confident and professional telephone manner IT literate with knowledge of MS Packages (Sage experience would be desirable however not essential) High attention to detail and accuracy Excellent customer care skills Ability to work well as part of a team and independently NEXT STEPS: Please apply online or send your CV to (url removed). Alternatively, you can call Nicole on (phone number removed). 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.
Jul 02, 2026
Full time
JOB TITLE: Administrator Temporary to Permanent LOCATION: Bridgwater, Somerset SALARY: Starting salary of 28,000 PA HOURS: Monday - Friday, 8:30am till 5:00pm BENEFITS: We would love for you to join us, some of the great perks of temping through Office Angels include: Weekly pay Access to Boost - our exclusive platform with discounts on hundreds of retailers, a wellbeing hub with recipes, an exercise area, and a mindfulness section with blogs & videos Temporary candidate of the month award Temporary candidate lunches/treats Online timesheets A dedicated consultant as an additional layer of support We're recruiting for a personable and highly organised Administrator to join a well-established, family-run business based in Bridgwater. You'll become part of a friendly and down-to-earth team, playing a key role in supporting a range of administrative and accounts functions to keep the department running smoothly. This is a varied and fast-paced position, ideal for someone who thrives on staying organised and enjoys getting stuck into different tasks. Strong administrative skills are essential, along with the ability to adapt and manage priorities with confidence. This opportunity is initially offered on a temporary basis, with a strong view to become a permanent role for the right person, making it a great chance to grow within a supportive and welcoming business. MAIN RESPONSIBILITIES: Managing operative training requirements by organising, scheduling, and booking relevant courses. Maintaining accurate training records, monitoring expiry dates, and ensuring all staff remain compliant with industry and health & safety standards. Acting as a key point of contact for inbound calls, responding to enquiries professionally and efficiently. Scheduling and booking jobs, coordinating with managers and operatives to ensure smooth delivery of services and optimal resource allocation. Creating, maintaining, and updating spreadsheets using Microsoft Excel to track operational and financial data. Producing reports, analysing information, and ensuring data accuracy to support business decision-making. Completing and submitting client Health & Safety questionnaires and documentation, ensuring compliance with regulations and company policies. Responsible for maintaining and reconciling the sales ledger, managing outstanding invoices through effective credit control processes, liaising with clients to secure timely payments, resolving account queries, and reducing aged debt. Accurately collating and processing employee timesheets to support weekly/monthly payroll. Ensuring all hours, overtime, and absences are recorded correctly, working closely with management to resolve discrepancies and maintain compliance with company procedures . KEY SKILLS: Confident and professional telephone manner IT literate with knowledge of MS Packages (Sage experience would be desirable however not essential) High attention to detail and accuracy Excellent customer care skills Ability to work well as part of a team and independently NEXT STEPS: Please apply online or send your CV to (url removed). Alternatively, you can call Nicole on (phone number removed). 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.
Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome Salary: Up to £26,000 - £30,000 Outskirts Wolverhampton, West Midlands Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways . About the Company This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients. Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Jul 02, 2026
Full time
Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome Salary: Up to £26,000 - £30,000 Outskirts Wolverhampton, West Midlands Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways . About the Company This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients. Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Your new company Hays are recruiting for a permanent client services and meeting coordinator. This role is fully office based in Manchester City Centre. Your new role To deliver an exceptional, world-class client experience by supporting all aspects of client services, including reception, concierge, and the full coordination and delivery of meeting rooms and event spaces. The role ensures seamless service across all touchpoints, combining hospitality, technical support, and operational excellence. Key Responsibilities Client Experience & Front-of-HouseProvide a professional meet-and-greet service for clients and guests, both in person and virtually. Deliver a high-end, hospitality-led experience, anticipating and responding to client needs. Offer a concierge-style service, including arranging transport and local recommendations. Build strong rapport with clients, acting as a trusted and approachable point of contact. Meeting & Events Coordination Manage meeting room setups, including furniture layouts, catering arrangements, and technical requirements. Coordinate end-to-end meeting support, from booking through to completion. Act as the primary contact for key meetings and events, offering guidance and expertise. Work closely with business development and events teams to support planning and delivery. Audio-Visual & Technical Support Support the use of in-room technology, including video conferencing (e.g. Teams), presentation tools, and audio systems. Troubleshoot AV and technical issues using structured problem-solving approaches. Provide user support for Wi-Fi, printing, and presentation software, including PowerPoint enhancements. Liaise with specialist teams to escalate and resolve technical faults. Operational Coordination Collaborate with internal teams (technology, catering, facilities, maintenance) to ensure smooth service delivery. Monitor room and space utilisation, ensuring efficient use of resources. Resolve scheduling conflicts and competing demands for space and services. Maintain high standards across meeting rooms and client areas, ensuring they are fully equipped and presentable. Coordinate deliveries, ensuring prompt communication with relevant teams Administration & ComplianceManage administrative tasks including reporting, financial reconciliation, and invoicing. Maintain accurate records of bookings and service usage. Adhere to organisational policies, procedures, and service standards. Follow all health and safety regulations, including emergency and business continuity procedures. Support additional workplace duties as required. What you'll need to succeed Proven experience in a corporate reception, hospitality, or meeting room environment. Experience using booking or space management systems (e.g. Eptura/Condeco) is desirable. Strong IT proficiency, including Microsoft Office, Outlook, and AV/conferencing platforms. Excellent written and verbal communication skills, with the ability to engage at all levels. Strong interpersonal skills with the ability to build rapport quickly. Well-organised with a structured and methodical approach to work. Ability to manage multiple priorities in a fast-paced environment. Confident in resolving conflicts and handling competing demands. Comfortable working independently as well as part of a team. Proactive, adaptable, and solutions-focused mindset. Must have administrative experience within professional services What you'll get in return This role is paying 25,000, excellent benefits and a fantastic business which promotes self-development. 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. 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 (url removed)
Jul 02, 2026
Full time
Your new company Hays are recruiting for a permanent client services and meeting coordinator. This role is fully office based in Manchester City Centre. Your new role To deliver an exceptional, world-class client experience by supporting all aspects of client services, including reception, concierge, and the full coordination and delivery of meeting rooms and event spaces. The role ensures seamless service across all touchpoints, combining hospitality, technical support, and operational excellence. Key Responsibilities Client Experience & Front-of-HouseProvide a professional meet-and-greet service for clients and guests, both in person and virtually. Deliver a high-end, hospitality-led experience, anticipating and responding to client needs. Offer a concierge-style service, including arranging transport and local recommendations. Build strong rapport with clients, acting as a trusted and approachable point of contact. Meeting & Events Coordination Manage meeting room setups, including furniture layouts, catering arrangements, and technical requirements. Coordinate end-to-end meeting support, from booking through to completion. Act as the primary contact for key meetings and events, offering guidance and expertise. Work closely with business development and events teams to support planning and delivery. Audio-Visual & Technical Support Support the use of in-room technology, including video conferencing (e.g. Teams), presentation tools, and audio systems. Troubleshoot AV and technical issues using structured problem-solving approaches. Provide user support for Wi-Fi, printing, and presentation software, including PowerPoint enhancements. Liaise with specialist teams to escalate and resolve technical faults. Operational Coordination Collaborate with internal teams (technology, catering, facilities, maintenance) to ensure smooth service delivery. Monitor room and space utilisation, ensuring efficient use of resources. Resolve scheduling conflicts and competing demands for space and services. Maintain high standards across meeting rooms and client areas, ensuring they are fully equipped and presentable. Coordinate deliveries, ensuring prompt communication with relevant teams Administration & ComplianceManage administrative tasks including reporting, financial reconciliation, and invoicing. Maintain accurate records of bookings and service usage. Adhere to organisational policies, procedures, and service standards. Follow all health and safety regulations, including emergency and business continuity procedures. Support additional workplace duties as required. What you'll need to succeed Proven experience in a corporate reception, hospitality, or meeting room environment. Experience using booking or space management systems (e.g. Eptura/Condeco) is desirable. Strong IT proficiency, including Microsoft Office, Outlook, and AV/conferencing platforms. Excellent written and verbal communication skills, with the ability to engage at all levels. Strong interpersonal skills with the ability to build rapport quickly. Well-organised with a structured and methodical approach to work. Ability to manage multiple priorities in a fast-paced environment. Confident in resolving conflicts and handling competing demands. Comfortable working independently as well as part of a team. Proactive, adaptable, and solutions-focused mindset. Must have administrative experience within professional services What you'll get in return This role is paying 25,000, excellent benefits and a fantastic business which promotes self-development. 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. 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 (url removed)
Financial Planning Administrator Burnham-on-Sea £30,000 - £36,000 (DOE) We are seeking an experienced Financial Planning Admin to join a well-established financial planning business. This is a varied, central role combining client interaction, technical administration, and operational support. The Role You will be responsible for: Acting as the first point of contact for clients, including calls and front-of-house support Preparing client meeting packs, regulatory documents, and portfolio reports Managing Letters of Authority and liaising with providers for information Supporting advisers with research using industry platforms and tools Processing applications, withdrawals, and transactions across investment platforms Maintaining accurate client records and updating systems throughout the advice process Chasing providers and managing workflows to ensure timely completion of cases Handling sensitive documentation including identification and policy paperwork Supporting business reporting, including income tracking and client servicing activity Managing post, correspondence, and general office organisation About You We are looking for someone who is: Highly organised with strong attention to detail Confident communicating with clients face-to-face and over the phone Able to manage multiple tasks in a structured, regulated environment Proactive and able to work independently as well as part of a team Experience (desirable) Previous experience within financial services or an IFA environment Familiarity with industry platforms and provider systems Progress towards CII qualifications (advantageous) Working Arrangements Office-based preferred due to client-facing nature Flexible options available including hybrid working (1 day WFH) or a 4-day week Why Apply? This is a varied and responsible role within a professional, client-focused environment, offering long-term stability and the opportunity to become an integral part of a growing team. If this sounds like the right opportunity for you, please contact Josie today!
Jul 02, 2026
Full time
Financial Planning Administrator Burnham-on-Sea £30,000 - £36,000 (DOE) We are seeking an experienced Financial Planning Admin to join a well-established financial planning business. This is a varied, central role combining client interaction, technical administration, and operational support. The Role You will be responsible for: Acting as the first point of contact for clients, including calls and front-of-house support Preparing client meeting packs, regulatory documents, and portfolio reports Managing Letters of Authority and liaising with providers for information Supporting advisers with research using industry platforms and tools Processing applications, withdrawals, and transactions across investment platforms Maintaining accurate client records and updating systems throughout the advice process Chasing providers and managing workflows to ensure timely completion of cases Handling sensitive documentation including identification and policy paperwork Supporting business reporting, including income tracking and client servicing activity Managing post, correspondence, and general office organisation About You We are looking for someone who is: Highly organised with strong attention to detail Confident communicating with clients face-to-face and over the phone Able to manage multiple tasks in a structured, regulated environment Proactive and able to work independently as well as part of a team Experience (desirable) Previous experience within financial services or an IFA environment Familiarity with industry platforms and provider systems Progress towards CII qualifications (advantageous) Working Arrangements Office-based preferred due to client-facing nature Flexible options available including hybrid working (1 day WFH) or a 4-day week Why Apply? This is a varied and responsible role within a professional, client-focused environment, offering long-term stability and the opportunity to become an integral part of a growing team. If this sounds like the right opportunity for you, please contact Josie today!
Are you an experienced Mortgage Administrator or IFA Administrator looking for a role where you can take ownership of cases and make a real impact? Do you enjoy building strong relationships with clients, advisers, and lenders while ensuring applications progress smoothly from start to finish? Juice Recruitment is delighted to be supporting a well-established and growing financial services business in the search for a Case Manager. This is an excellent opportunity for an experienced Mortgage Administrator or IFA Administrator to join a professional and supportive team where client service is at the heart of everything they do. Working remotely, you'll play a key role in managing mortgage applications from submission through to completion, ensuring clients receive a seamless experience while supporting advisers and maintaining strong relationships with lenders and third-party partners. DAY TO DAY Managing mortgage applications from submission through to completion. Acting as the main point of contact for clients throughout the application journey. Liaising with lenders and providers to obtain updates and progress cases efficiently. Requesting and managing outstanding documentation from clients. Proactively identifying and resolving issues that could impact application timescales. Reviewing mortgage offers and ensuring all information is accurate before notifying advisers. Keeping advisers informed of case progress and any potential challenges. Maintaining accurate and compliant client records within the CRM system. Liaising with introducers and trusted third-party partners where appropriate. Uploading and allocating client documentation and correspondence. WHAT WE'D LOVE TO SEE Previous experience working in a mortgage or IFA role, ideally within customer services or administration. Excellent communication and relationship-building skills. Strong organisational abilities with the capacity to manage multiple cases simultaneously. Exceptional attention to detail and accuracy. Confidence in dealing with lenders, clients, and advisers professionally. A proactive approach to problem-solving and case progression. Strong IT skills and experience using CRM systems. CeMAP qualification, or working towards it, would be advantageous but is not essential. FOR YOU Competitive salary dependent on experience. Fully remote working. Ongoing training and professional development opportunities. A supportive and collaborative team environment. The opportunity to join a growing and successful financial services business. A varied role where your expertise and contribution will be highly valued. Long-term career development opportunities within a professional and customer-focused organisation. Apply today or contact Juice Recruitment for a confidential conversation. INDS
Jul 02, 2026
Full time
Are you an experienced Mortgage Administrator or IFA Administrator looking for a role where you can take ownership of cases and make a real impact? Do you enjoy building strong relationships with clients, advisers, and lenders while ensuring applications progress smoothly from start to finish? Juice Recruitment is delighted to be supporting a well-established and growing financial services business in the search for a Case Manager. This is an excellent opportunity for an experienced Mortgage Administrator or IFA Administrator to join a professional and supportive team where client service is at the heart of everything they do. Working remotely, you'll play a key role in managing mortgage applications from submission through to completion, ensuring clients receive a seamless experience while supporting advisers and maintaining strong relationships with lenders and third-party partners. DAY TO DAY Managing mortgage applications from submission through to completion. Acting as the main point of contact for clients throughout the application journey. Liaising with lenders and providers to obtain updates and progress cases efficiently. Requesting and managing outstanding documentation from clients. Proactively identifying and resolving issues that could impact application timescales. Reviewing mortgage offers and ensuring all information is accurate before notifying advisers. Keeping advisers informed of case progress and any potential challenges. Maintaining accurate and compliant client records within the CRM system. Liaising with introducers and trusted third-party partners where appropriate. Uploading and allocating client documentation and correspondence. WHAT WE'D LOVE TO SEE Previous experience working in a mortgage or IFA role, ideally within customer services or administration. Excellent communication and relationship-building skills. Strong organisational abilities with the capacity to manage multiple cases simultaneously. Exceptional attention to detail and accuracy. Confidence in dealing with lenders, clients, and advisers professionally. A proactive approach to problem-solving and case progression. Strong IT skills and experience using CRM systems. CeMAP qualification, or working towards it, would be advantageous but is not essential. FOR YOU Competitive salary dependent on experience. Fully remote working. Ongoing training and professional development opportunities. A supportive and collaborative team environment. The opportunity to join a growing and successful financial services business. A varied role where your expertise and contribution will be highly valued. Long-term career development opportunities within a professional and customer-focused organisation. Apply today or contact Juice Recruitment for a confidential conversation. INDS
We are working with a highly regarded, independent Chartered Financial Planning firm who are looking to appoint a Financial Services Administrator to join their friendly and growing team. This is a fantastic opportunity to join a boutique business that prides itself on its welcoming culture, supportive environment and genuinely client-focused approach. The team is known for being collaborative, approachable and committed to delivering a high standard of service while maintaining a positive and enjoyable workplace. This role would suit someone with previous experience in financial planning or financial services administration, but equally, it could be an excellent entry point into the industry for a professional individual with strong organisational skills, attention to detail, and a desire to build a long-term career within financial services. Full training and development will be provided, along with support towards professional qualifications. Key responsibilities: Providing administrative support to financial planners and paraplanners Managing client documentation and maintaining accurate records Assisting with the preparation of client meeting packs and reports Liaising with providers and clients to ensure smooth processing of business Supporting the wider team with day-to-day administrative tasks About you: Experience within financial services administration or financial planning is desirable Alternatively, strong professional experience in an office-based environment Excellent communication and organisational skills High level of accuracy and attention to detail A proactive and positive attitude with a willingness to learn Package: Salary up to £31,000 (dependent on experience and qualifications) Hybrid working - 3 days in the office / 2 days from home 25 days' holiday plus bank holidays Pension scheme Income protection cover Full exam support and clear career progression opportunities This is an excellent opportunity to join a supportive, close-knit team within a highly respected boutique firm where you can genuinely develop and progress your career.
Jul 02, 2026
Full time
We are working with a highly regarded, independent Chartered Financial Planning firm who are looking to appoint a Financial Services Administrator to join their friendly and growing team. This is a fantastic opportunity to join a boutique business that prides itself on its welcoming culture, supportive environment and genuinely client-focused approach. The team is known for being collaborative, approachable and committed to delivering a high standard of service while maintaining a positive and enjoyable workplace. This role would suit someone with previous experience in financial planning or financial services administration, but equally, it could be an excellent entry point into the industry for a professional individual with strong organisational skills, attention to detail, and a desire to build a long-term career within financial services. Full training and development will be provided, along with support towards professional qualifications. Key responsibilities: Providing administrative support to financial planners and paraplanners Managing client documentation and maintaining accurate records Assisting with the preparation of client meeting packs and reports Liaising with providers and clients to ensure smooth processing of business Supporting the wider team with day-to-day administrative tasks About you: Experience within financial services administration or financial planning is desirable Alternatively, strong professional experience in an office-based environment Excellent communication and organisational skills High level of accuracy and attention to detail A proactive and positive attitude with a willingness to learn Package: Salary up to £31,000 (dependent on experience and qualifications) Hybrid working - 3 days in the office / 2 days from home 25 days' holiday plus bank holidays Pension scheme Income protection cover Full exam support and clear career progression opportunities This is an excellent opportunity to join a supportive, close-knit team within a highly respected boutique firm where you can genuinely develop and progress your career.
Brighthire Solutions Ltd T/A Brighthire Recruitmen
East Grinstead, Sussex
Private Client Consultant (Wills, Trusts & LPAs) 28,000 - 30,000 Hybrid Working Funded STEP Qualification Career Progression Are you looking to join a growing organisation that offers genuine career development, funded qualifications and the opportunity to work closely with clients to deliver expert estate planning advice? We are recruiting for a Private Client Consultant to join a highly regarded organisation operating within the Estate Planning and Financial Services sector. As a Private Client Consultant, you will provide expert guidance to clients on a range of private client matters, helping them protect their assets and plan effectively for the future. You will be responsible for: Advising clients on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate and Estate Planning Drafting, reviewing and amending Wills and LPAs Assisting clients with inheritance tax and wealth preservation considerations Preparing and submitting LPAs to the Office of the Public Guardian (OPG) Building strong, long-term client relationships Maintaining accurate records using CRM systems Liaising with clients, colleagues and stakeholders throughout the process Attending occasional client events, roadshows and regional meetings Ensuring all work is completed accurately and within service level agreements About YouTo be successful in this role, you will ideally have: A Law degree or equivalent legal qualification STEP or CILEX qualification (or interest in working towards) Strong client-facing and relationship-building skills Excellent drafting and communication abilities High levels of attention to detail and organisation Proficiency with Microsoft Office and CRM systems A full UK driving licence and willingness to travel when required What's on Offer? Salary of 28,000 - 30,000 Hybrid working Funded STEP qualifications Structured career progression to Senior Consultant level Ongoing professional development and training Exposure to complex and high-value private client work Supportive and collaborative working environment This opportunity would suit candidates currently working as a Paralegal, Probate Case Handler, Estate Planning Consultant, Will Writer, Legal Advisor, Private Client Executive, Probate Administrator or Private Client Consultant. However, other experience would be considered. Apply today to learn more about this exciting opportunity within a growing and forward-thinking organisation.
Jul 01, 2026
Full time
Private Client Consultant (Wills, Trusts & LPAs) 28,000 - 30,000 Hybrid Working Funded STEP Qualification Career Progression Are you looking to join a growing organisation that offers genuine career development, funded qualifications and the opportunity to work closely with clients to deliver expert estate planning advice? We are recruiting for a Private Client Consultant to join a highly regarded organisation operating within the Estate Planning and Financial Services sector. As a Private Client Consultant, you will provide expert guidance to clients on a range of private client matters, helping them protect their assets and plan effectively for the future. You will be responsible for: Advising clients on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate and Estate Planning Drafting, reviewing and amending Wills and LPAs Assisting clients with inheritance tax and wealth preservation considerations Preparing and submitting LPAs to the Office of the Public Guardian (OPG) Building strong, long-term client relationships Maintaining accurate records using CRM systems Liaising with clients, colleagues and stakeholders throughout the process Attending occasional client events, roadshows and regional meetings Ensuring all work is completed accurately and within service level agreements About YouTo be successful in this role, you will ideally have: A Law degree or equivalent legal qualification STEP or CILEX qualification (or interest in working towards) Strong client-facing and relationship-building skills Excellent drafting and communication abilities High levels of attention to detail and organisation Proficiency with Microsoft Office and CRM systems A full UK driving licence and willingness to travel when required What's on Offer? Salary of 28,000 - 30,000 Hybrid working Funded STEP qualifications Structured career progression to Senior Consultant level Ongoing professional development and training Exposure to complex and high-value private client work Supportive and collaborative working environment This opportunity would suit candidates currently working as a Paralegal, Probate Case Handler, Estate Planning Consultant, Will Writer, Legal Advisor, Private Client Executive, Probate Administrator or Private Client Consultant. However, other experience would be considered. Apply today to learn more about this exciting opportunity within a growing and forward-thinking organisation.
Providing comprehensive administrative support to Financial Advisers Submitting new business applications to financial providers Good benefits package Administrator - Independent Financial Adviser Location: Exeter Salary: £25,000 - £28,000 per annum (dependent on experience) Hours: Monday to Friday, 9am - 5pm (1 hour lunch break) Contract Type: Permanent Start Date: Immediate A well-established, independent financial advice firm in Exeter is seeking an experienced Administrator to join their friendly and professional team of 12 employees. This roles provides essential support to Financial Advisers who manage diverse client portfolios. The successful candidate will play a key part in ensuring smooth day-to-day operations with minimal direct client contact, focusing instead on technical administrative tasks and liaison with industry providers. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Submitting new business applications to financial providers Communicating with investment and insurance companies (e.g., Aviva, Prudential, Fidelity, Scottish Widows) Monitoring and managing ongoing workflow to ensure timely completion of tasks Maintaining accurate records and managing documentation General administrative duties as required Essential Skills & Experience Exceptional attention to detail and strong organisational skills Ability to work effectively under pressure and manage competing priorities Excellent written and verbal English communication skills Proficiency in Microsoft Office applications Proven ability to handle a constant flow of work in a fast-paced environment Desirable but Not Essential Previous experience within the financial services industry Knowledge of Intelligent Office (Intelliflo) software What's on Offer Competitive salary of £25,000 - £28,000 depending on experience and qualifications Hybrid working arrangement to suit both individual and company needs 33 days annual leave (25 days plus 8 Bank Holidays) Group Protection Scheme Private Medical Insurance Free on-site parking Career development to progress Opportunities to participate in social and charity events
Jul 01, 2026
Full time
Providing comprehensive administrative support to Financial Advisers Submitting new business applications to financial providers Good benefits package Administrator - Independent Financial Adviser Location: Exeter Salary: £25,000 - £28,000 per annum (dependent on experience) Hours: Monday to Friday, 9am - 5pm (1 hour lunch break) Contract Type: Permanent Start Date: Immediate A well-established, independent financial advice firm in Exeter is seeking an experienced Administrator to join their friendly and professional team of 12 employees. This roles provides essential support to Financial Advisers who manage diverse client portfolios. The successful candidate will play a key part in ensuring smooth day-to-day operations with minimal direct client contact, focusing instead on technical administrative tasks and liaison with industry providers. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Submitting new business applications to financial providers Communicating with investment and insurance companies (e.g., Aviva, Prudential, Fidelity, Scottish Widows) Monitoring and managing ongoing workflow to ensure timely completion of tasks Maintaining accurate records and managing documentation General administrative duties as required Essential Skills & Experience Exceptional attention to detail and strong organisational skills Ability to work effectively under pressure and manage competing priorities Excellent written and verbal English communication skills Proficiency in Microsoft Office applications Proven ability to handle a constant flow of work in a fast-paced environment Desirable but Not Essential Previous experience within the financial services industry Knowledge of Intelligent Office (Intelliflo) software What's on Offer Competitive salary of £25,000 - £28,000 depending on experience and qualifications Hybrid working arrangement to suit both individual and company needs 33 days annual leave (25 days plus 8 Bank Holidays) Group Protection Scheme Private Medical Insurance Free on-site parking Career development to progress Opportunities to participate in social and charity events
Trainee Financial Planning Administrator Bury Area Onsite parking Around £26,500 + Exam Support An exciting opportunity has arisen for an enthusiastic and motivated graduate to join a growing financial services firm as a Trainee IFA Administrator. Based at Head Office in a beautiful ara just outside of Bury Town Centre, this is the perfect entry point for someone looking to build a long-term career within wealth management, with clear progression and full support towards professional qualifications. The Role You will provide essential administrative support to Advisers and Paraplanners, helping to ensure a smooth and efficient client journey. This is a varied, hands-on role where you will gain valuable industry experience while developing your technical knowledge. As part of the role, you will receive full support to complete your CII qualifications, including funded exams and access to industry-leading learning resources. Key Responsibilities 1. Provide pre-sales administrative support, including preparation of engagement letters and client documentation 2. Issue Letters of Authority and gather client information from providers 3. Obtain valuations, quotes, and application forms as required 4. Prepare client files and support advisers ahead of meetings 5. Maintain and update back-office systems and client records 6. Manage adviser diaries, meetings, and work schedules 7. Assist with client communications, including newsletters and updates 8. Handle incoming calls and respond to initial enquiries 9. Meet and greet visitors and provide front-of-house support 10. Carry out general administration, filing, and ad hoc tasks About You 1. Recent graduate with a strong interest in financial services 2. Excellent attention to detail and organisational skills 3. Strong communication skills, both written and verbal 4. A positive, proactive attitude with a willingness to learn 5. Able to manage tasks effectively and meet deadlines 6. Comfortable working as part of a team in a busy environment 7. Committed to studying towards professional qualifications (CII) What's on Offer 1. Full support towards CII qualifications (including funded exams) 2. Clear career progression within financial services days holiday, increasing with service 4. Pension scheme (3% employer / 4% employee) 5. Death in Service (4x salary) 6. Permanent Health Insurance (75% income protection) 7. Supportive, friendly working environment Why Apply? This is a fantastic opportunity to kick-start your career in financial services with a firm that invests in your development and provides a clear pathway for progression. Apply today via NJR Recruitment or call quoting the reference NJR16783 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Jul 01, 2026
Full time
Trainee Financial Planning Administrator Bury Area Onsite parking Around £26,500 + Exam Support An exciting opportunity has arisen for an enthusiastic and motivated graduate to join a growing financial services firm as a Trainee IFA Administrator. Based at Head Office in a beautiful ara just outside of Bury Town Centre, this is the perfect entry point for someone looking to build a long-term career within wealth management, with clear progression and full support towards professional qualifications. The Role You will provide essential administrative support to Advisers and Paraplanners, helping to ensure a smooth and efficient client journey. This is a varied, hands-on role where you will gain valuable industry experience while developing your technical knowledge. As part of the role, you will receive full support to complete your CII qualifications, including funded exams and access to industry-leading learning resources. Key Responsibilities 1. Provide pre-sales administrative support, including preparation of engagement letters and client documentation 2. Issue Letters of Authority and gather client information from providers 3. Obtain valuations, quotes, and application forms as required 4. Prepare client files and support advisers ahead of meetings 5. Maintain and update back-office systems and client records 6. Manage adviser diaries, meetings, and work schedules 7. Assist with client communications, including newsletters and updates 8. Handle incoming calls and respond to initial enquiries 9. Meet and greet visitors and provide front-of-house support 10. Carry out general administration, filing, and ad hoc tasks About You 1. Recent graduate with a strong interest in financial services 2. Excellent attention to detail and organisational skills 3. Strong communication skills, both written and verbal 4. A positive, proactive attitude with a willingness to learn 5. Able to manage tasks effectively and meet deadlines 6. Comfortable working as part of a team in a busy environment 7. Committed to studying towards professional qualifications (CII) What's on Offer 1. Full support towards CII qualifications (including funded exams) 2. Clear career progression within financial services days holiday, increasing with service 4. Pension scheme (3% employer / 4% employee) 5. Death in Service (4x salary) 6. Permanent Health Insurance (75% income protection) 7. Supportive, friendly working environment Why Apply? This is a fantastic opportunity to kick-start your career in financial services with a firm that invests in your development and provides a clear pathway for progression. Apply today via NJR Recruitment or call quoting the reference NJR16783 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Finance and Operations Administrator Central London - Hybrid (1 day from home) £40,000 - £45,000, plus benefits We have been retained by a prestigious boutique Wealth Planning firm, who seek an organised and numerate Operations Administrator with Bookkeeping experience, to support the investment administration and finance processes. This is a blended hybrid role, sitting between bookkeeping and investment administration duties, hence we are seeking a Bookkeeper, keen to learn and develop their investment administration skills. The Finance and Operations Administrator will report to the Operation Director, supporting the day-to-day administration of client investment accounts, trade processing, cash handling, and bookkeeping tasks. The role requires strong attention to detail, good numeracy, and the ability to work accurately under deadlines while maintaining high standards of client service and record keeping. KEY RESPONSIBILITIES Investment Operations Process and monitor investment transactions, subscriptions, redemptions, switches, income payments, and transfers. Maintain accurate client and account records in internal systems. Perform daily and periodic cash, stock, and fee reconciliations. Assist with trade settlement, contract notes, corporate actions, and dividend processing. Support new client onboarding, account opening, and statutory documentation checks. Handle queries from advisers, custodians, platforms, and internal teams in a timely manner. Prepare and check client valuations, fee calculations, and portfolio reports. Finance Assist with firm wide bank reconciliations, cashbook entries, invoice coding, and payment processing. Support firm wide bookkeeping tasks, including posting journals, allocating receipts and payments, ongoing monthly preparation of VAT 'partial exemption' calculations for and maintaining ledgers. Help prepare information for management reporting, audits, and compliance reviews. Identify and escalate exceptions, discrepancies, and control issues. Maintain filing, workflow logs, and accurate audit trails. Main point of contact for annual audit. Essential Skills and Experience Bookkeeping experience preferably with Sage 50 Accounts, including bank reconciliations, invoice processing, and ledger maintenance. Experience in investment operations, fund administration, wealth management, or a similar financial services environment. Strong numeracy and excellent attention to detail. Good Excel skills and confidence working with databases or back-office systems. Clear written and verbal communication skills. Strong organisational skills and the ability to manage competing priorities. Ability to follow procedures and maintain confidentiality. Desirable skills Knowledge of investment platforms, custodians, or nominee accounts. Understanding of settlement cycles, corporate actions, and fee billing. Familiarity with accounting software : Sage 50 Accounts. A bookkeeping qualification or progress toward one. Experience supporting audits, client reporting, or regulatory controls. Personal attributes Reliable and proactive. Methodical and process driven. Comfortable working both independently and as part of a team. Professional, client-focused, and adaptable. Willing to learn and improve processes. Qualifications GCSEs including Maths and English, or equivalent. AAT, bookkeeping qualification, or relevant financial services qualification is desirable. Working relationships Internal: Investment operations, finance, compliance, administration/client service, paraplanners and advisers. External: Custodians, platforms, banks, accountants, auditors, and clients or advisers where appropriate. Success measures Accurate and timely processing of transactions and reconciliations. Low error rate and strong audit trail quality. Responsive handling of operational and bookkeeping queries. Good contribution to controls, reporting, and client service.
Jul 01, 2026
Full time
Finance and Operations Administrator Central London - Hybrid (1 day from home) £40,000 - £45,000, plus benefits We have been retained by a prestigious boutique Wealth Planning firm, who seek an organised and numerate Operations Administrator with Bookkeeping experience, to support the investment administration and finance processes. This is a blended hybrid role, sitting between bookkeeping and investment administration duties, hence we are seeking a Bookkeeper, keen to learn and develop their investment administration skills. The Finance and Operations Administrator will report to the Operation Director, supporting the day-to-day administration of client investment accounts, trade processing, cash handling, and bookkeeping tasks. The role requires strong attention to detail, good numeracy, and the ability to work accurately under deadlines while maintaining high standards of client service and record keeping. KEY RESPONSIBILITIES Investment Operations Process and monitor investment transactions, subscriptions, redemptions, switches, income payments, and transfers. Maintain accurate client and account records in internal systems. Perform daily and periodic cash, stock, and fee reconciliations. Assist with trade settlement, contract notes, corporate actions, and dividend processing. Support new client onboarding, account opening, and statutory documentation checks. Handle queries from advisers, custodians, platforms, and internal teams in a timely manner. Prepare and check client valuations, fee calculations, and portfolio reports. Finance Assist with firm wide bank reconciliations, cashbook entries, invoice coding, and payment processing. Support firm wide bookkeeping tasks, including posting journals, allocating receipts and payments, ongoing monthly preparation of VAT 'partial exemption' calculations for and maintaining ledgers. Help prepare information for management reporting, audits, and compliance reviews. Identify and escalate exceptions, discrepancies, and control issues. Maintain filing, workflow logs, and accurate audit trails. Main point of contact for annual audit. Essential Skills and Experience Bookkeeping experience preferably with Sage 50 Accounts, including bank reconciliations, invoice processing, and ledger maintenance. Experience in investment operations, fund administration, wealth management, or a similar financial services environment. Strong numeracy and excellent attention to detail. Good Excel skills and confidence working with databases or back-office systems. Clear written and verbal communication skills. Strong organisational skills and the ability to manage competing priorities. Ability to follow procedures and maintain confidentiality. Desirable skills Knowledge of investment platforms, custodians, or nominee accounts. Understanding of settlement cycles, corporate actions, and fee billing. Familiarity with accounting software : Sage 50 Accounts. A bookkeeping qualification or progress toward one. Experience supporting audits, client reporting, or regulatory controls. Personal attributes Reliable and proactive. Methodical and process driven. Comfortable working both independently and as part of a team. Professional, client-focused, and adaptable. Willing to learn and improve processes. Qualifications GCSEs including Maths and English, or equivalent. AAT, bookkeeping qualification, or relevant financial services qualification is desirable. Working relationships Internal: Investment operations, finance, compliance, administration/client service, paraplanners and advisers. External: Custodians, platforms, banks, accountants, auditors, and clients or advisers where appropriate. Success measures Accurate and timely processing of transactions and reconciliations. Low error rate and strong audit trail quality. Responsive handling of operational and bookkeeping queries. Good contribution to controls, reporting, and client service.
Administrator In Temporary by WP Recruitment & HR Ltd30th June 2026 Industry: Local Authority Location: Newport, Isle of Wight Hours: 37 hours per week (8.30am - 5pm) Days: Monday - Friday Duration: approx. 12 weeks (whilst recruiting permanently) Duties: Providing full administrative support functions to Safeguarding Team including: Organising, attending and recording/minuting sensitive meetings containing complex and confidential information. Ensuring meetings have the correct set-up, equipment and follow-up. Providing accurate word processing services including letters and reports. Updating and maintaining databases, including saving and scanning records, collating paper files from a variety of locations. Supporting financial and procurement functions. Experience: Must have a strong administrative experience within a fast paced environment, including minuting meetings and be able to prioritise workload in addition to processing confidential and sensitive information accurately. Must be able to work well on own initiative, as well as part of a team, within a pressurised environment, to deadlines. Must have excellent communication skills and a high level of computer literacy on MS Office, with the ability to pick up new systems quickly. Must have recent DBS (within the last 12 months or part of the update service) . Salary: 13.26 per hour worked By submitting your CV to WP Recruitment & HR Ltd, you imply consent to our agency processing your personal data, please see our GDPR webpage for further information If we think we can assist you, we will invite you to register with our agency, WP Recruitment & HR Ltd., in order to be considered for vacancies. If you are already registered with our agency, please contact our office directly on (phone number removed) for further details.
Jul 01, 2026
Seasonal
Administrator In Temporary by WP Recruitment & HR Ltd30th June 2026 Industry: Local Authority Location: Newport, Isle of Wight Hours: 37 hours per week (8.30am - 5pm) Days: Monday - Friday Duration: approx. 12 weeks (whilst recruiting permanently) Duties: Providing full administrative support functions to Safeguarding Team including: Organising, attending and recording/minuting sensitive meetings containing complex and confidential information. Ensuring meetings have the correct set-up, equipment and follow-up. Providing accurate word processing services including letters and reports. Updating and maintaining databases, including saving and scanning records, collating paper files from a variety of locations. Supporting financial and procurement functions. Experience: Must have a strong administrative experience within a fast paced environment, including minuting meetings and be able to prioritise workload in addition to processing confidential and sensitive information accurately. Must be able to work well on own initiative, as well as part of a team, within a pressurised environment, to deadlines. Must have excellent communication skills and a high level of computer literacy on MS Office, with the ability to pick up new systems quickly. Must have recent DBS (within the last 12 months or part of the update service) . Salary: 13.26 per hour worked By submitting your CV to WP Recruitment & HR Ltd, you imply consent to our agency processing your personal data, please see our GDPR webpage for further information If we think we can assist you, we will invite you to register with our agency, WP Recruitment & HR Ltd., in order to be considered for vacancies. If you are already registered with our agency, please contact our office directly on (phone number removed) for further details.
Senior Administrator - Location: Sherborne Would suit someone from Financial services or a compliance industry based company 50% project work- Data drive, AI researching, etc and 50% supporting in the payroll, admin, compliance and insurance departments Our client is a private Family Office supporting an entrepreneurial, high-net-worth family and their wider financial interests. They provide finance, tax and compliance support and are investing in new technologies, systems and processes to improve efficiency and controls. This role will be key in supporting our client's finance and compliance functions during a period of generational change. Reporting to the Office Manager, you'll split your time between project work (supporting system and process improvements) and hands-on administration. There is genuine scope to expand the role over time as new tools and workflows are implemented. Role details This is a full-time (38.75 hours per week) permanent role Monday to Friday, 08:30 to 17:15 with a one-hour unpaid lunch break Salary: 35,000- 40,000 per annum Office-based; occasional working from home may be available post-probation (subject to workload) Start date: ASAP Duties : Projects Support the Investment Accountant from research through to implementation Assist delivery and future administration of key efficiency projects: Global wealth reporting Investment and loan database Electronic invoice and credit card approval process Finance administration Support audit-driven administration as required Prepare and file senior management approval documentation Create and maintain investment, loan, property and mortgage files (electronic/paper) Collect, distribute and file investment statements; update records promptly Complete routine tasks in the accounting system (e.g., exchange rates, ledger reconciliations) Provide payment-processing cover for the finance team when needed Company secretarial / compliance support Maintain and circulate a weekly work-in-progress tracker Prepare and file statutory information within deadlines (e.g., Companies House and other bodies) Maintain the company secretarial database, statutory books and records Maintain registers (including past/present directorships) and monitor GDPR/ICO registers Prepare non-payroll ONS survey information for submission Administer domain registrations/renewals Office administration Provide cover for the Office Administrator as required Maintain key operational documents (bank mandates, cards in issue) Monitor credit/debit card expiry dates and diarise renewals Assist with monthly petty cash counts, filing and archiving Candidate profile At least 5 years' quality administrative experience (finance/corporate preferred) Highly organised; able to prioritise with high volumes of information Strong integrity and discretion with confidential information Excellent written and verbal communication; strong attention to detail Confident, tactful and able to work with a wide range of stakeholders Strong IT skills (MS Office essential); accounting software and AI tools advantageous Flexible, proactive and motivated by change and process improvement Team player who can also work independently Benefits / what they offer 10% employer pension contribution (salary sacrifice option available) 25 days holiday plus bank holidays Individual BUPA cover Life insurance (4x gross salary) Cycle to Work and electric car benefit schemes Car parking Annual salary and bonus review
Jul 01, 2026
Full time
Senior Administrator - Location: Sherborne Would suit someone from Financial services or a compliance industry based company 50% project work- Data drive, AI researching, etc and 50% supporting in the payroll, admin, compliance and insurance departments Our client is a private Family Office supporting an entrepreneurial, high-net-worth family and their wider financial interests. They provide finance, tax and compliance support and are investing in new technologies, systems and processes to improve efficiency and controls. This role will be key in supporting our client's finance and compliance functions during a period of generational change. Reporting to the Office Manager, you'll split your time between project work (supporting system and process improvements) and hands-on administration. There is genuine scope to expand the role over time as new tools and workflows are implemented. Role details This is a full-time (38.75 hours per week) permanent role Monday to Friday, 08:30 to 17:15 with a one-hour unpaid lunch break Salary: 35,000- 40,000 per annum Office-based; occasional working from home may be available post-probation (subject to workload) Start date: ASAP Duties : Projects Support the Investment Accountant from research through to implementation Assist delivery and future administration of key efficiency projects: Global wealth reporting Investment and loan database Electronic invoice and credit card approval process Finance administration Support audit-driven administration as required Prepare and file senior management approval documentation Create and maintain investment, loan, property and mortgage files (electronic/paper) Collect, distribute and file investment statements; update records promptly Complete routine tasks in the accounting system (e.g., exchange rates, ledger reconciliations) Provide payment-processing cover for the finance team when needed Company secretarial / compliance support Maintain and circulate a weekly work-in-progress tracker Prepare and file statutory information within deadlines (e.g., Companies House and other bodies) Maintain the company secretarial database, statutory books and records Maintain registers (including past/present directorships) and monitor GDPR/ICO registers Prepare non-payroll ONS survey information for submission Administer domain registrations/renewals Office administration Provide cover for the Office Administrator as required Maintain key operational documents (bank mandates, cards in issue) Monitor credit/debit card expiry dates and diarise renewals Assist with monthly petty cash counts, filing and archiving Candidate profile At least 5 years' quality administrative experience (finance/corporate preferred) Highly organised; able to prioritise with high volumes of information Strong integrity and discretion with confidential information Excellent written and verbal communication; strong attention to detail Confident, tactful and able to work with a wide range of stakeholders Strong IT skills (MS Office essential); accounting software and AI tools advantageous Flexible, proactive and motivated by change and process improvement Team player who can also work independently Benefits / what they offer 10% employer pension contribution (salary sacrifice option available) 25 days holiday plus bank holidays Individual BUPA cover Life insurance (4x gross salary) Cycle to Work and electric car benefit schemes Car parking Annual salary and bonus review
We are seeking a IFA Administrator to join a well-established financial services firm based near to Birmingham . You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients. The Role Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business. Client Services Provide a high level of aftercare to all existing clients; Support the advisers with information requests as required; Organise and manage campaigns throughout the year to ensure relevant allowances are used; Assist with top-ups, transfers and withdrawals; Manage the client annual review process; Send quarterly valuation reports to all clients; Data Processing Input and update client information into the CRM; Generate reports to monitor company performance; Develop CRM processes to improve general efficiency; Utilise mail merges to contact clients for any unused allowances and annual review reminders; Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams • Complete Management Information (MI) • Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file • Use our compliance help desk to keep up to date with any regulation The Candidate Essential experience and qualifications: A degree-level education or previous work experience in an office environment to a high standard We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner Time management and the ability to multi task is essential A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player This is a great opportunity to join a friendly team who pride themselves on giving a great service to their clients. This would be ideal for someone with a strong interest in the financial services sector who is looking to begin their career or making a career change. This role will be an office based position. If you are interested in this position then please forward your CV to Josie at Artemis Recruitment.
Jul 01, 2026
Full time
We are seeking a IFA Administrator to join a well-established financial services firm based near to Birmingham . You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients. The Role Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business. Client Services Provide a high level of aftercare to all existing clients; Support the advisers with information requests as required; Organise and manage campaigns throughout the year to ensure relevant allowances are used; Assist with top-ups, transfers and withdrawals; Manage the client annual review process; Send quarterly valuation reports to all clients; Data Processing Input and update client information into the CRM; Generate reports to monitor company performance; Develop CRM processes to improve general efficiency; Utilise mail merges to contact clients for any unused allowances and annual review reminders; Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams • Complete Management Information (MI) • Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file • Use our compliance help desk to keep up to date with any regulation The Candidate Essential experience and qualifications: A degree-level education or previous work experience in an office environment to a high standard We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner Time management and the ability to multi task is essential A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player This is a great opportunity to join a friendly team who pride themselves on giving a great service to their clients. This would be ideal for someone with a strong interest in the financial services sector who is looking to begin their career or making a career change. This role will be an office based position. If you are interested in this position then please forward your CV to Josie at Artemis Recruitment.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Office-based (full-time) Salary: Competitive, dependent on experience Benefits: 24 days holiday plus bank holidays Office closed over Christmas period plus additional gifted day On-site parking available Casual dress code Dog-friendly office environment Supportive, close-knit team environment Progression Supported. About the Company: A well-established and professional financial planning firm providing holistic financial advice to a wide range of clients. The business has a strong focus on client service, technical accuracy, and long-term relationships. The team is small, collaborative, and highly experienced, offering a supportive environment where individuals are trusted to take ownership of their work. Key Responsibilities: Providing full administrative support to financial planners and paraplanners Processing new business across pensions, investments, and protection Using Intelligent Office (IO) to manage client records and workflows Liaising with providers to ensure timely and accurate processing of cases Preparing documentation for client meetings and reviews Supporting portfolio rebalancing (partial and full) Reviewing provider reports and maintaining accurate client data Ensuring compliance standards are met at all times Supporting the wider team with general office and client service duties What We're Looking For: Minimum 2 years' experience within an IFA/financial planning environment Strong working knowledge of Intelligent Office (IO) is essential Proven experience in financial services administration Ability to work in a fast-paced, client-focused environment Strong attention to detail and organisational skills Confident communicator with a professional approach Able to work independently as well as part of a team Must be based full-time in the office Desirable Skills: Experience using provider platforms (e.g. pensions and investment platforms) Understanding of portfolio rebalancing processes Exposure to report checking and client review preparation Experience working in a small, collaborative IFA team 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.
Jul 01, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Office-based (full-time) Salary: Competitive, dependent on experience Benefits: 24 days holiday plus bank holidays Office closed over Christmas period plus additional gifted day On-site parking available Casual dress code Dog-friendly office environment Supportive, close-knit team environment Progression Supported. About the Company: A well-established and professional financial planning firm providing holistic financial advice to a wide range of clients. The business has a strong focus on client service, technical accuracy, and long-term relationships. The team is small, collaborative, and highly experienced, offering a supportive environment where individuals are trusted to take ownership of their work. Key Responsibilities: Providing full administrative support to financial planners and paraplanners Processing new business across pensions, investments, and protection Using Intelligent Office (IO) to manage client records and workflows Liaising with providers to ensure timely and accurate processing of cases Preparing documentation for client meetings and reviews Supporting portfolio rebalancing (partial and full) Reviewing provider reports and maintaining accurate client data Ensuring compliance standards are met at all times Supporting the wider team with general office and client service duties What We're Looking For: Minimum 2 years' experience within an IFA/financial planning environment Strong working knowledge of Intelligent Office (IO) is essential Proven experience in financial services administration Ability to work in a fast-paced, client-focused environment Strong attention to detail and organisational skills Confident communicator with a professional approach Able to work independently as well as part of a team Must be based full-time in the office Desirable Skills: Experience using provider platforms (e.g. pensions and investment platforms) Understanding of portfolio rebalancing processes Exposure to report checking and client review preparation Experience working in a small, collaborative IFA team 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.
