• Home
  • Find Jobs
  • Register CV
  • Advertise jobs
  • Employer Pricing
  • IT Jobs
  • Sign in
  • Sign up
  • Home
  • Find Jobs
  • Register CV
  • Advertise jobs
  • Employer Pricing
  • IT Jobs
Sorry, that job is no longer available. Here are some results that may be similar to the job you were looking for.

578 jobs found

Email me jobs like this
Refine Search
Current Search
client services administrator
Robert Walters
Senior finance administrator
Robert Walters Manchester, Lancashire
Senior Finance Administrator Salary: £29,000 Location: Manchester An established investment trust, supported by a successful professional services business, is seeking a Senior Finance Administrator to join its Manchester office. This is an excellent opportunity to join an organisation that combines the stability and reputation of a Blue Chip Organisation. As the business continues to grow and evolve, you will play a key role in supporting the finance function, ensuring accounts payable processes run efficiently while contributing to a culture of continuous improvement. This position is ideal for an experienced finance professional who enjoys working in a fast-paced environment, values accuracy, and thrives in a supportive workplace. Why Join? This organisation offers the opportunity to build your career within a respected and growing business that genuinely invests in its people. Employees benefit from a strong culture of collaboration, professional development, and recognition, alongside an excellent rewards package that includes: Salary of £29,000 Performance-related bonus Generous pension contributions Private healthcare cover Health cash plan Life assurance Flexible annual leave options Ongoing learning and development opportunities The Role As a Senior Finance Administrator, you will support the day-to-day operation of the accounts payable function within a busy shared services environment. You will be responsible for processing supplier invoices, resolving queries, maintaining accurate financial records, and supporting internal controls and compliance requirements. Working closely with colleagues across the business, you will help ensure efficient financial operations while identifying opportunities to improve processes and enhance service delivery. Key Responsibilities Process third-party supplier invoices accurately and within agreed timescales Match invoices against purchase orders and resolve discrepancies Enter and post transactions into the accounts payable system Respond to supplier and internal payment queries in a timely and professional manner Support the billing team with client recharge processing Monitor accounts payable controls and ensure compliance with company policies Resolve escalated accounts payable issues and maintain positive supplier relationships Manage Zendesk tickets in line with agreed service levels Assist with audit requests and provide supporting documentation when required Identify and recommend process improvements to increase efficiency and accuracy About You To succeed in this role, you will bring previous accounts payable experience, strong attention to detail, and excellent communication skills. You will be comfortable managing high volumes of transactions while maintaining accuracy and delivering a high level of service to internal and external stakeholders. You will have: Experience within an accounts payable function, ideally in a shared services environment Experience processing employee expenses and financial transactions Strong numerical, analytical, and data management skills Excellent verbal and written communication skills Strong Microsoft Excel and general IT skills A proactive and organised approach to work The ability to manage competing priorities and meet deadlines A collaborative mindset with a commitment to continuous improvement A willingness to learn and develop professionally Professional development is actively encouraged, and employees are empowered to contribute ideas, drive improvements, and build rewarding long-term careers within the business. Apply Now If you are looking for the next step in your finance career and want to join an organisation that values collaboration, development, and high-quality work, we would love to hear from you. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Jul 01, 2026
Full time
Senior Finance Administrator Salary: £29,000 Location: Manchester An established investment trust, supported by a successful professional services business, is seeking a Senior Finance Administrator to join its Manchester office. This is an excellent opportunity to join an organisation that combines the stability and reputation of a Blue Chip Organisation. As the business continues to grow and evolve, you will play a key role in supporting the finance function, ensuring accounts payable processes run efficiently while contributing to a culture of continuous improvement. This position is ideal for an experienced finance professional who enjoys working in a fast-paced environment, values accuracy, and thrives in a supportive workplace. Why Join? This organisation offers the opportunity to build your career within a respected and growing business that genuinely invests in its people. Employees benefit from a strong culture of collaboration, professional development, and recognition, alongside an excellent rewards package that includes: Salary of £29,000 Performance-related bonus Generous pension contributions Private healthcare cover Health cash plan Life assurance Flexible annual leave options Ongoing learning and development opportunities The Role As a Senior Finance Administrator, you will support the day-to-day operation of the accounts payable function within a busy shared services environment. You will be responsible for processing supplier invoices, resolving queries, maintaining accurate financial records, and supporting internal controls and compliance requirements. Working closely with colleagues across the business, you will help ensure efficient financial operations while identifying opportunities to improve processes and enhance service delivery. Key Responsibilities Process third-party supplier invoices accurately and within agreed timescales Match invoices against purchase orders and resolve discrepancies Enter and post transactions into the accounts payable system Respond to supplier and internal payment queries in a timely and professional manner Support the billing team with client recharge processing Monitor accounts payable controls and ensure compliance with company policies Resolve escalated accounts payable issues and maintain positive supplier relationships Manage Zendesk tickets in line with agreed service levels Assist with audit requests and provide supporting documentation when required Identify and recommend process improvements to increase efficiency and accuracy About You To succeed in this role, you will bring previous accounts payable experience, strong attention to detail, and excellent communication skills. You will be comfortable managing high volumes of transactions while maintaining accuracy and delivering a high level of service to internal and external stakeholders. You will have: Experience within an accounts payable function, ideally in a shared services environment Experience processing employee expenses and financial transactions Strong numerical, analytical, and data management skills Excellent verbal and written communication skills Strong Microsoft Excel and general IT skills A proactive and organised approach to work The ability to manage competing priorities and meet deadlines A collaborative mindset with a commitment to continuous improvement A willingness to learn and develop professionally Professional development is actively encouraged, and employees are empowered to contribute ideas, drive improvements, and build rewarding long-term careers within the business. Apply Now If you are looking for the next step in your finance career and want to join an organisation that values collaboration, development, and high-quality work, we would love to hear from you. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Recruit UK
IFA Administrator
Recruit UK Norwich, Norfolk
Job Title: IFA Administrator Industry: Financial Advice Location: Norwich (Hybrid) Salary: Up to 34,000 Reference Number: 10438 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Norwich. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Private Medical Insurance post probation# Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. A desire to learn and develop and step out of comfort zone Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you: Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Jul 01, 2026
Full time
Job Title: IFA Administrator Industry: Financial Advice Location: Norwich (Hybrid) Salary: Up to 34,000 Reference Number: 10438 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Norwich. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Private Medical Insurance post probation# Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. A desire to learn and develop and step out of comfort zone Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you: Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Alexander Lloyd
Senior Pension Administrator
Alexander Lloyd Bristol, Somerset
Are you an experienced Senior Pension Administrator looking for a new role? We are working with one of the UKs Top Pension Consultancies who have a range of Senior Administrator positions ranging across their UK offices. The firm will ensuring you have the time, tools, and systems needed to perform your role effectively and enjoyably. They are committed to excellence in both client and employee satisfaction, as well as industry recognition. To be considered for this role you will need to have previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme and be familiar with all aspects of Defined Benefit administration including calculating member benefit entitlements, preparing and compiling information and documentation and working with a range of stakeholders, including clients and scheme members and answering complex queries about the scheme. This is an excellent opportunity to join an established Third Party administrator who are committed to offering a good work/ life balance as well as offering excellent career progression and a generous Pension and wider benefits package. Please quote 52439 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jul 01, 2026
Full time
Are you an experienced Senior Pension Administrator looking for a new role? We are working with one of the UKs Top Pension Consultancies who have a range of Senior Administrator positions ranging across their UK offices. The firm will ensuring you have the time, tools, and systems needed to perform your role effectively and enjoyably. They are committed to excellence in both client and employee satisfaction, as well as industry recognition. To be considered for this role you will need to have previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme and be familiar with all aspects of Defined Benefit administration including calculating member benefit entitlements, preparing and compiling information and documentation and working with a range of stakeholders, including clients and scheme members and answering complex queries about the scheme. This is an excellent opportunity to join an established Third Party administrator who are committed to offering a good work/ life balance as well as offering excellent career progression and a generous Pension and wider benefits package. Please quote 52439 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Alexander Lloyd
Senior Pension Administrator
Alexander Lloyd Sheffield, Yorkshire
We are currently working on an exciting opportunity for a Senior Pension Administrator to join a large and growing organisation where you'll be part of a friendly and successful Pensions Administration team who take pride in delivering high-quality work for our clients, and you'll play a key role in upholding those standards. As a Senior Pensions Administrator, you will: Calculate member benefit entitlements accurately and efficiently Respond to queries from a range of stakeholders, including clients and scheme members Prepare and compile information and documentation as require We're looking for someone who brings Previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme Strong experience working with Defined Benefit (DB) pension schemes A proven track record of delivering outstanding customer service Excellent written and verbal communication skills Strong numeracy skills with exceptional attention to detail In return you will be rewarded with a comprehensive and competitive benefits package, including: Competitive salary with a discretionary annual bonus 25 days' holiday plus bank holidays, with the option to purchase additional leave Flexible working options, including hybrid/remote arrangements and family-friendly policies A strong focus on work-life balance, supported by a comprehensive wellbeing programme Generous pension scheme Please quote 52437 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each individual application. individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jul 01, 2026
Full time
We are currently working on an exciting opportunity for a Senior Pension Administrator to join a large and growing organisation where you'll be part of a friendly and successful Pensions Administration team who take pride in delivering high-quality work for our clients, and you'll play a key role in upholding those standards. As a Senior Pensions Administrator, you will: Calculate member benefit entitlements accurately and efficiently Respond to queries from a range of stakeholders, including clients and scheme members Prepare and compile information and documentation as require We're looking for someone who brings Previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme Strong experience working with Defined Benefit (DB) pension schemes A proven track record of delivering outstanding customer service Excellent written and verbal communication skills Strong numeracy skills with exceptional attention to detail In return you will be rewarded with a comprehensive and competitive benefits package, including: Competitive salary with a discretionary annual bonus 25 days' holiday plus bank holidays, with the option to purchase additional leave Flexible working options, including hybrid/remote arrangements and family-friendly policies A strong focus on work-life balance, supported by a comprehensive wellbeing programme Generous pension scheme Please quote 52437 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each individual application. individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Recruit UK
Investment Administrator
Recruit UK
Job Role: Portfolio / Investment Administrator Industry: Investment Management Location: London Salary: Up to £45,000 (flexible for highly experienced candidates) Job Reference: 10436 Recruit UK is supporting an excellent financial services firm with a hire for their London office. They're looking to hire an experienced Investment / Portfolio Administrator to join their team. This Investment Administrator position would suit an experienced Wealth Planning administrator or Financial Services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support. Key Responsibilities Act as PoC for complex technical queries from clients, IMs, and IFAs Assist with client and introducer queries via phone and email Support with opening and maintaining client portfolios Process payment instructions, asset sales, and verification call-backs Update client KYC information and process account amendments Support the Senior Investment Administrator/s with work allocation and checking activities Benefits Salary up to £45,000 (DoE) 6% Employer pension contribution Life, Income & Critical Illness protection Private medical & dental insurance Discounts on investment solutions 30 days holiday allowance + buy/sell options Hybrid work model (3:2) Skills & Experience Required Circa 3 years' experience within Wealth Management or Investment Management administration Strong understanding of the financial services industry Confident in communicating with clients, providers, and internal stakeholders If you're interested in exploring this Investment Administrator opportunity further, apply today!
Jul 01, 2026
Full time
Job Role: Portfolio / Investment Administrator Industry: Investment Management Location: London Salary: Up to £45,000 (flexible for highly experienced candidates) Job Reference: 10436 Recruit UK is supporting an excellent financial services firm with a hire for their London office. They're looking to hire an experienced Investment / Portfolio Administrator to join their team. This Investment Administrator position would suit an experienced Wealth Planning administrator or Financial Services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support. Key Responsibilities Act as PoC for complex technical queries from clients, IMs, and IFAs Assist with client and introducer queries via phone and email Support with opening and maintaining client portfolios Process payment instructions, asset sales, and verification call-backs Update client KYC information and process account amendments Support the Senior Investment Administrator/s with work allocation and checking activities Benefits Salary up to £45,000 (DoE) 6% Employer pension contribution Life, Income & Critical Illness protection Private medical & dental insurance Discounts on investment solutions 30 days holiday allowance + buy/sell options Hybrid work model (3:2) Skills & Experience Required Circa 3 years' experience within Wealth Management or Investment Management administration Strong understanding of the financial services industry Confident in communicating with clients, providers, and internal stakeholders If you're interested in exploring this Investment Administrator opportunity further, apply today!
Cameron James
Wealth Management Client Administrator
Cameron James
Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients. Job Description Job Title: Client Services Administrator Responsible to: Operations Manager Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively. Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to): Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and/or adviser's mailbox in a timely and professional manner Skills and Experience Required Essential Excellent communication skills-both written and verbal Desirable 2 years of experience working within a wealth management environment Strong understanding of pensions, investments, and protection products. Good knowledge of FCA regulations and compliance requirements Comprehensive Benefits package
Jul 01, 2026
Full time
Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients. Job Description Job Title: Client Services Administrator Responsible to: Operations Manager Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively. Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to): Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and/or adviser's mailbox in a timely and professional manner Skills and Experience Required Essential Excellent communication skills-both written and verbal Desirable 2 years of experience working within a wealth management environment Strong understanding of pensions, investments, and protection products. Good knowledge of FCA regulations and compliance requirements Comprehensive Benefits package
Cherry Professional
Business Support Administrator
Cherry Professional Lutterworth, Leicestershire
Role: New Business Administrator Location: Lutterworth - hybrid This is a proactive, customer-focused operational role with a key position in the New Business function. You will play an integral part in ensuring clients experience a smooth, efficient and professional service from initial engagement through to completion. The role is responsible for processing new deals and supporting the onboarding journey, ensuring all activity is handled efficiently, accurately and with commercial awareness. As a regular point of contact for clients you will represent the business with professionalism and confidence, delivering a high-quality experience at every stage. Key Responsibilities: Deliver a professional and responsive service to clients on a daily basis Process payouts for new deals accurately and in a timely manner Support and manage all aspects of the New Business process for both new and existing clients Conduct verification checks for new clients and brokers in line with internal policies Carry out initial risk assessments following verification and escalate or resolve issues where necessary Maintain accurate and up-to-date client and facility records across systems Monitor debtor records, trading styles and address details to ensure ongoing data accuracy Effectively manage workload and prioritise tasks to meet service expectations and deadlines Liaise closely with the wider Asset Finance team to maintain high standards of service and risk management Support general administrative activities as required Provide assistance to colleagues, including Sales and Management teams, when needed Skills & Knowledge: Strong administrative and organisational capability Excellent customer service and communication skills High level of attention to detail and accuracy Ability to build and maintain effective working relationships Basic commercial awareness, ideally within financial services or lending Ability to plan, prioritise and deliver against deadlines Comfortable handling data with strong numeracy skills Financial literacy and understanding of funding processes (desirable) Ability to engage effectively with internal stakeholders Understanding of asset-backed lending/security (advantageous) The successful candidate will be highly organised, detail-orientated and confident in managing a varied workload. You will have a professional and personable approach, strong communication skills and a genuine commitment to delivering excellent service. Cherry Professional are recruiting for this opportunity on behalf of our client. Please view our Privacy Policy on our website to understand how your data will be used if you apply for this role.
Jul 01, 2026
Full time
Role: New Business Administrator Location: Lutterworth - hybrid This is a proactive, customer-focused operational role with a key position in the New Business function. You will play an integral part in ensuring clients experience a smooth, efficient and professional service from initial engagement through to completion. The role is responsible for processing new deals and supporting the onboarding journey, ensuring all activity is handled efficiently, accurately and with commercial awareness. As a regular point of contact for clients you will represent the business with professionalism and confidence, delivering a high-quality experience at every stage. Key Responsibilities: Deliver a professional and responsive service to clients on a daily basis Process payouts for new deals accurately and in a timely manner Support and manage all aspects of the New Business process for both new and existing clients Conduct verification checks for new clients and brokers in line with internal policies Carry out initial risk assessments following verification and escalate or resolve issues where necessary Maintain accurate and up-to-date client and facility records across systems Monitor debtor records, trading styles and address details to ensure ongoing data accuracy Effectively manage workload and prioritise tasks to meet service expectations and deadlines Liaise closely with the wider Asset Finance team to maintain high standards of service and risk management Support general administrative activities as required Provide assistance to colleagues, including Sales and Management teams, when needed Skills & Knowledge: Strong administrative and organisational capability Excellent customer service and communication skills High level of attention to detail and accuracy Ability to build and maintain effective working relationships Basic commercial awareness, ideally within financial services or lending Ability to plan, prioritise and deliver against deadlines Comfortable handling data with strong numeracy skills Financial literacy and understanding of funding processes (desirable) Ability to engage effectively with internal stakeholders Understanding of asset-backed lending/security (advantageous) The successful candidate will be highly organised, detail-orientated and confident in managing a varied workload. You will have a professional and personable approach, strong communication skills and a genuine commitment to delivering excellent service. Cherry Professional are recruiting for this opportunity on behalf of our client. Please view our Privacy Policy on our website to understand how your data will be used if you apply for this role.
Manpower UK Ltd
Contracts administrator
Manpower UK Ltd
Contracts Administrator - Fawley Salary: 50,100 - 68,700 per annum ( 25.62 - 35.14 per hour) Our client, a leading industrial operation in Fawley, is hiring a proactive Contracts Administrator to support production and site services. This key role involves managing service contracts, purchase orders, and contractor compliance to ensure smooth operations, cost control, and continuous improvement. What you'll be doing: Administer and monitor service contracts, ensuring contractor compliance with company standards. Create and update Service Requests and Entries in SAP. Maintain contractual documentation, track expiry dates, and support renewal processes. Manage purchase orders, monitor expenditure, and liaise with contractors on invoices and payments. Develop positive relationships with contractors and internal stakeholders. Coordinate fleet and site services, including vehicle servicing and equipment hire. Support health and safety initiatives, ensuring adherence to company policies and reporting non-compliance. Produce reports, track actions, and contribute to stakeholder meetings. What you'll bring: Experience in contract administration, procurement support, or commercial administration. Strong organisational skills with excellent attention to detail. Effective communication and stakeholder management abilities. Analytical mindset with problem-solving skills. Proficiency in Microsoft Office, especially Excel, Outlook, Word, and PowerPoint. Ability to work independently and manage multiple priorities. Desirable skills: Experience in industrial, manufacturing, or engineering environments. Familiarity with SAP or similar ERP systems. Knowledge of fleet management, equipment hire, or service contracts. What we're looking for: A motivated, well-organised professional confident in engaging with stakeholders at all levels. You'll thrive in a fast-paced environment, ensuring robust contract processes, safety compliance, and operational excellence. This is a fantastic opportunity to develop your commercial and stakeholder management skills within a dynamic, safety-focused setting. If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
Jul 01, 2026
Seasonal
Contracts Administrator - Fawley Salary: 50,100 - 68,700 per annum ( 25.62 - 35.14 per hour) Our client, a leading industrial operation in Fawley, is hiring a proactive Contracts Administrator to support production and site services. This key role involves managing service contracts, purchase orders, and contractor compliance to ensure smooth operations, cost control, and continuous improvement. What you'll be doing: Administer and monitor service contracts, ensuring contractor compliance with company standards. Create and update Service Requests and Entries in SAP. Maintain contractual documentation, track expiry dates, and support renewal processes. Manage purchase orders, monitor expenditure, and liaise with contractors on invoices and payments. Develop positive relationships with contractors and internal stakeholders. Coordinate fleet and site services, including vehicle servicing and equipment hire. Support health and safety initiatives, ensuring adherence to company policies and reporting non-compliance. Produce reports, track actions, and contribute to stakeholder meetings. What you'll bring: Experience in contract administration, procurement support, or commercial administration. Strong organisational skills with excellent attention to detail. Effective communication and stakeholder management abilities. Analytical mindset with problem-solving skills. Proficiency in Microsoft Office, especially Excel, Outlook, Word, and PowerPoint. Ability to work independently and manage multiple priorities. Desirable skills: Experience in industrial, manufacturing, or engineering environments. Familiarity with SAP or similar ERP systems. Knowledge of fleet management, equipment hire, or service contracts. What we're looking for: A motivated, well-organised professional confident in engaging with stakeholders at all levels. You'll thrive in a fast-paced environment, ensuring robust contract processes, safety compliance, and operational excellence. This is a fantastic opportunity to develop your commercial and stakeholder management skills within a dynamic, safety-focused setting. If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
HAMILTON ROWE RECRUITMENT SERVICES LTD
Administrator
HAMILTON ROWE RECRUITMENT SERVICES LTD Exeter, Devon
Administrator Exeter Up to £30,000 This is an exciting opportunity for an Administrator to join a leading building services business. Working for a market leader in building services maintenance, this offers the successful Administrator a chance to join a thriving business and work within an established team. Please note, you must have experience with raising quotes and invoicing to be suitable for this opportunity. Administrator Main Duties Assist the Account Director and Contract Management team with contract operations as requested, and support tasks assigned by the Office Manager. Compile and maintain all contract and operational documentation. Support financial reporting activities, including Work in Progress (WiP) and aged debt management. Address and resolve invoice discrepancies highlighted in the Finance blocked invoice reports. Gather information and prepare Monthly reports as needed. Update the quote log and monitor client approval status. Administrator Key Requirements Booking in Jobs Raising PO s and Quotes Good attitude towards work Excellent time keeping skills Administrator Salary and Benefits Up to £30,000 Monday - Friday, 8am - 5pm 25 Days annual leave Training to be provided Opportunity to work for a social business
Jul 01, 2026
Full time
Administrator Exeter Up to £30,000 This is an exciting opportunity for an Administrator to join a leading building services business. Working for a market leader in building services maintenance, this offers the successful Administrator a chance to join a thriving business and work within an established team. Please note, you must have experience with raising quotes and invoicing to be suitable for this opportunity. Administrator Main Duties Assist the Account Director and Contract Management team with contract operations as requested, and support tasks assigned by the Office Manager. Compile and maintain all contract and operational documentation. Support financial reporting activities, including Work in Progress (WiP) and aged debt management. Address and resolve invoice discrepancies highlighted in the Finance blocked invoice reports. Gather information and prepare Monthly reports as needed. Update the quote log and monitor client approval status. Administrator Key Requirements Booking in Jobs Raising PO s and Quotes Good attitude towards work Excellent time keeping skills Administrator Salary and Benefits Up to £30,000 Monday - Friday, 8am - 5pm 25 Days annual leave Training to be provided Opportunity to work for a social business
Atrium Workforce Solutions UK Limited
IBM MQ Administrator - z/OS (Mainframe)
Atrium Workforce Solutions UK Limited Leeds, Yorkshire
IBM MQ Administrator - z/OS (Mainframe) DURATION: 6 months (extension - very likely LOCATION: Leeds OR Edinburgh OR Halifax or Manchester WORKING HOURS: Standard business hours with out of hours support required ONSITE REQUIREMENTS: Hybrid - 2 days onsite per week ENGAGEMENT TYPE: Contract - Outside IR35 DAY RATE: £600 per day LEGAL RIGHT TO WORK: Candidates must have the legal right to work in the UK. Sponsorship is not available for this role. ATRIUM GLOBAL SUMMARY Atrium Global is supporting a client within the financial services sector who is seeking a highly experienced IBM MQ z/OS Administrator to join a specialist Mainframe Middleware team. JOB OVERVIEW This role sits within a Mainframe-only environment and requires a contractor who can contribute immediately with minimal ramp-up. You will provide hands-on support and delivery across a critical IBM MQ estate on z/OS, focusing on production stability, incident resolution and controlled change delivery. This is a pure z/OS MQ role - candidates with primarily distributed MQ or broader platform backgrounds will not be suitable. RESPONSIBILITIES Provide hands-on administration of IBM MQ on z/OS across production environments Deliver incident, problem and change resolution within strict SLAs Support and maintain MQ queue managers, channels and configurations Perform production deployments, upgrades and migrations Troubleshoot complex MQ issues across mission-critical systems Maintain service stability, resilience and performance optimisation Work closely with stakeholders across Mainframe and infrastructure teams Ensure adherence to governance, processes and security standards Participate in out of hours support and deployment activities REQUIREMENTS * Strong hands-on experience administering IBM MQ on z/OS (v9.x preferred) * Proven experience working in Mainframe-only MQ environments * Deep understanding of: - Queue managers - Channels - MQ objects - Clustering/Queue Sharing Groups (QSG) * Experience with TLS/SSL configuration and MQ security (RACF) * Strong troubleshooting skills within production MQ environments * Experience delivering changes independently into production * Familiarity with z/OS panels, ISPF and Mainframe tooling * Experience working within ITIL-controlled environments NICE TO HAVE * Experience with MQ monitoring tools on z/OS (eg Omegamon) * Experience within UK banking or financial services environments * Experience supporting high-volume payments or core banking systems
Jul 01, 2026
Contractor
IBM MQ Administrator - z/OS (Mainframe) DURATION: 6 months (extension - very likely LOCATION: Leeds OR Edinburgh OR Halifax or Manchester WORKING HOURS: Standard business hours with out of hours support required ONSITE REQUIREMENTS: Hybrid - 2 days onsite per week ENGAGEMENT TYPE: Contract - Outside IR35 DAY RATE: £600 per day LEGAL RIGHT TO WORK: Candidates must have the legal right to work in the UK. Sponsorship is not available for this role. ATRIUM GLOBAL SUMMARY Atrium Global is supporting a client within the financial services sector who is seeking a highly experienced IBM MQ z/OS Administrator to join a specialist Mainframe Middleware team. JOB OVERVIEW This role sits within a Mainframe-only environment and requires a contractor who can contribute immediately with minimal ramp-up. You will provide hands-on support and delivery across a critical IBM MQ estate on z/OS, focusing on production stability, incident resolution and controlled change delivery. This is a pure z/OS MQ role - candidates with primarily distributed MQ or broader platform backgrounds will not be suitable. RESPONSIBILITIES Provide hands-on administration of IBM MQ on z/OS across production environments Deliver incident, problem and change resolution within strict SLAs Support and maintain MQ queue managers, channels and configurations Perform production deployments, upgrades and migrations Troubleshoot complex MQ issues across mission-critical systems Maintain service stability, resilience and performance optimisation Work closely with stakeholders across Mainframe and infrastructure teams Ensure adherence to governance, processes and security standards Participate in out of hours support and deployment activities REQUIREMENTS * Strong hands-on experience administering IBM MQ on z/OS (v9.x preferred) * Proven experience working in Mainframe-only MQ environments * Deep understanding of: - Queue managers - Channels - MQ objects - Clustering/Queue Sharing Groups (QSG) * Experience with TLS/SSL configuration and MQ security (RACF) * Strong troubleshooting skills within production MQ environments * Experience delivering changes independently into production * Familiarity with z/OS panels, ISPF and Mainframe tooling * Experience working within ITIL-controlled environments NICE TO HAVE * Experience with MQ monitoring tools on z/OS (eg Omegamon) * Experience within UK banking or financial services environments * Experience supporting high-volume payments or core banking systems
Consortium Professional Recruitment Ltd
Project & Operations Administrator
Consortium Professional Recruitment Ltd
Location: Brough Salary: £30,000 Consortium Professional Recruitment are delighted to be partnering with our client to recruit an Project & Operations Administrator . This is an excellent opportunity for an organised and proactive professional who enjoys working across multiple projects, building strong relationships, and ensuring operational activities are delivered efficiently and accurately. As an Project & Operations Administrator , you'll become a key member of a collaborative team, supporting project delivery, service administration, customer communications, and reporting activities. This role offers variety, responsibility, and the opportunity to make a meaningful impact across the business while working alongside experienced colleagues in a supportive environment. The Opportunity: As an Operations Support Administrator , you'll play a key role in: • Producing project and service administration documentation, reports, and operational updates to support business activities. • Monitoring quote status, work orders, project schedules, and progress reporting to help ensure successful delivery. • Coordinating communication between customers, suppliers, site teams, and internal departments. • Supporting service delivery activities, including planned maintenance and breakdown response administration. • Maintaining accurate project documentation, configuration control, and compliance records in line with company processes. • Raising purchase orders, supporting sales administration activities, and assisting with financial reporting requirements. Your work will directly contribute to the successful delivery of projects and services, helping customers receive a high-quality, responsive, and professional experience. About You: We're looking for someone who can bring: • Previous experience within project support, service coordination, or operational administration environments. • Strong organisational skills with the ability to manage multiple priorities and deadlines effectively. • Experience using Microsoft Office applications, particularly Excel, Word, and project-related systems. • Excellent communication and relationship-building skills when working with customers, suppliers, and colleagues. • A collaborative and proactive approach with strong attention to detail. • Confidence analysing information and producing accurate reports. • Experience working with project management or service workflow systems. • A Health & Safety qualification (desirable). • Full UK Driving Licence. • A positive, adaptable mindset and willingness to support wider business activities when required. The Benefits and Package: In return, you'll enjoy: • Salary: £30,000 • Opportunity to work within a supportive and collaborative team environment. • Varied and engaging workload with exposure to multiple business functions. • Ongoing professional development and learning opportunities. • Inclusive workplace culture that values teamwork, communication, and continuous improvement. • The chance to play an important role within a growing and successful organisation. How to Apply: This exciting Operations Support Administrator opportunity is being managed by Consortium Professional Recruitment, a trusted recruitment partner. If you're ready to take the next step in your career, we'd love to hear from you. Please apply with your CV attached. Consortium Professional Recruitment Ltd are a professional level recruitment consultancy specialising in the delivery of high relevance recruitment services on behalf of our clients across the UK. We regularly receive large responses to our advertising which can make providing individual feedback to every applicant challenging. If you haven t received a reply from us within 14 days of your application, we regret to say your application has been unsuccessful on this occasion. We have a policy of retaining your details for future vacancies unless you request otherwise. To learn more about our services, please visit (url removed)
Jul 01, 2026
Full time
Location: Brough Salary: £30,000 Consortium Professional Recruitment are delighted to be partnering with our client to recruit an Project & Operations Administrator . This is an excellent opportunity for an organised and proactive professional who enjoys working across multiple projects, building strong relationships, and ensuring operational activities are delivered efficiently and accurately. As an Project & Operations Administrator , you'll become a key member of a collaborative team, supporting project delivery, service administration, customer communications, and reporting activities. This role offers variety, responsibility, and the opportunity to make a meaningful impact across the business while working alongside experienced colleagues in a supportive environment. The Opportunity: As an Operations Support Administrator , you'll play a key role in: • Producing project and service administration documentation, reports, and operational updates to support business activities. • Monitoring quote status, work orders, project schedules, and progress reporting to help ensure successful delivery. • Coordinating communication between customers, suppliers, site teams, and internal departments. • Supporting service delivery activities, including planned maintenance and breakdown response administration. • Maintaining accurate project documentation, configuration control, and compliance records in line with company processes. • Raising purchase orders, supporting sales administration activities, and assisting with financial reporting requirements. Your work will directly contribute to the successful delivery of projects and services, helping customers receive a high-quality, responsive, and professional experience. About You: We're looking for someone who can bring: • Previous experience within project support, service coordination, or operational administration environments. • Strong organisational skills with the ability to manage multiple priorities and deadlines effectively. • Experience using Microsoft Office applications, particularly Excel, Word, and project-related systems. • Excellent communication and relationship-building skills when working with customers, suppliers, and colleagues. • A collaborative and proactive approach with strong attention to detail. • Confidence analysing information and producing accurate reports. • Experience working with project management or service workflow systems. • A Health & Safety qualification (desirable). • Full UK Driving Licence. • A positive, adaptable mindset and willingness to support wider business activities when required. The Benefits and Package: In return, you'll enjoy: • Salary: £30,000 • Opportunity to work within a supportive and collaborative team environment. • Varied and engaging workload with exposure to multiple business functions. • Ongoing professional development and learning opportunities. • Inclusive workplace culture that values teamwork, communication, and continuous improvement. • The chance to play an important role within a growing and successful organisation. How to Apply: This exciting Operations Support Administrator opportunity is being managed by Consortium Professional Recruitment, a trusted recruitment partner. If you're ready to take the next step in your career, we'd love to hear from you. Please apply with your CV attached. Consortium Professional Recruitment Ltd are a professional level recruitment consultancy specialising in the delivery of high relevance recruitment services on behalf of our clients across the UK. We regularly receive large responses to our advertising which can make providing individual feedback to every applicant challenging. If you haven t received a reply from us within 14 days of your application, we regret to say your application has been unsuccessful on this occasion. We have a policy of retaining your details for future vacancies unless you request otherwise. To learn more about our services, please visit (url removed)
SF Partners
Customer Service Administrator
SF Partners Mansfield, Nottinghamshire
Part Time Customer Service Administrator North Nottinghamshire25 Hours Per Week (Flexible Working Pattern)9 Month Contract SF Recruitment are delighted to be partnering with a valued client to recruit a Part-Time Customer Service Administrator to join their team based in North Nottinghamshire. This is an excellent opportunity for an experienced administrator or customer service professional looking for a varied role within a well-established organisation that plays a vital role in maintaining and improving local infrastructure across Nottinghamshire. As a Customer Service Administrator, you will provide essential administrative support to operational teams, helping to ensure the smooth delivery of key services. You'll be responsible for managing customer enquiries, maintaining accurate records and supporting day-to-day depot operations. This role would suit someone who enjoys a busy and varied workload, has strong organisational skills and takes pride in delivering excellent customer service. Key Responsibilities Providing administrative support across the teams. Responding to customer and colleague enquiries via telephone, email and face-to-face. Accurately inputting and maintaining data across Microsoft Office and internal systems. Supporting operational teams with performance monitoring and reporting. Monitoring and controlling resources to support quality and cost control. Gathering and processing information to support Health & Safety, Environmental and ISO compliance requirements. Prioritising workloads to meet operational deadlines and business requirements. Providing flexible reception and administrative cover when required. Supporting internal communications and depot administration activities. We're looking for someone with: Previous experience within an administration, customer service or office support role. Strong IT skills, including Microsoft Word, Excel, Outlook and database systems. Excellent communication skills and experience dealing with customers both over the phone and via email. Strong organisational skills with the ability to manage multiple priorities. A proactive and flexible approach to work. Good attention to detail and a high level of accuracy. The ability to work effectively within a fast-paced office environment. If you're an organised and customer-focused administrator looking for a part-time opportunity within a supportive and professional environment, we'd love to hear from you. Apply now through SF Partners for immediate consideration.
Jul 01, 2026
Contractor
Part Time Customer Service Administrator North Nottinghamshire25 Hours Per Week (Flexible Working Pattern)9 Month Contract SF Recruitment are delighted to be partnering with a valued client to recruit a Part-Time Customer Service Administrator to join their team based in North Nottinghamshire. This is an excellent opportunity for an experienced administrator or customer service professional looking for a varied role within a well-established organisation that plays a vital role in maintaining and improving local infrastructure across Nottinghamshire. As a Customer Service Administrator, you will provide essential administrative support to operational teams, helping to ensure the smooth delivery of key services. You'll be responsible for managing customer enquiries, maintaining accurate records and supporting day-to-day depot operations. This role would suit someone who enjoys a busy and varied workload, has strong organisational skills and takes pride in delivering excellent customer service. Key Responsibilities Providing administrative support across the teams. Responding to customer and colleague enquiries via telephone, email and face-to-face. Accurately inputting and maintaining data across Microsoft Office and internal systems. Supporting operational teams with performance monitoring and reporting. Monitoring and controlling resources to support quality and cost control. Gathering and processing information to support Health & Safety, Environmental and ISO compliance requirements. Prioritising workloads to meet operational deadlines and business requirements. Providing flexible reception and administrative cover when required. Supporting internal communications and depot administration activities. We're looking for someone with: Previous experience within an administration, customer service or office support role. Strong IT skills, including Microsoft Word, Excel, Outlook and database systems. Excellent communication skills and experience dealing with customers both over the phone and via email. Strong organisational skills with the ability to manage multiple priorities. A proactive and flexible approach to work. Good attention to detail and a high level of accuracy. The ability to work effectively within a fast-paced office environment. If you're an organised and customer-focused administrator looking for a part-time opportunity within a supportive and professional environment, we'd love to hear from you. Apply now through SF Partners for immediate consideration.
Reed
Financial Planning Administrator
Reed Aberdeen, Aberdeenshire
Financial Planning Administrator - Aberdeen Join a progressive, UK-wide financial advice firm making a real impact Are you organised, detail-driven, and passionate about delivering top-tier client service? Our client is looking for a Financial Planning Administrator to support their expert advisers in helping clients make smart financial choices. What you'll do: Process new business applications and manage client records Support advisers with trades and platform tasks Handle client queries and documentation with precision Collaborate across teams to deliver outstanding service What you'll bring: Knowledge of working with financial products in a similar role Strong communication and organisational skills A proactive, team-focused mindset Experience with Intelligent Office (a plus!) What's on offer: Competitive salary DOE + discretionary bonus Hybrid and flexible working policy 26 days holiday + bank holidays + 1 day off for your birthday Flexible benefits package including Pension, DIS, Income protection, PMI and electric car scheme You'll be part of a supportive team in Aberdeen, helping both personal and corporate clients navigate savings, investments, and retirement planning If you want to be part of a forward-thinking, independent financial advice business with a strong presence across the UK. Apply today and take the next step in your financial services career! Please contact Pauline Low at Reed on if you have any questions. Looking forward to hearing from you
Jul 01, 2026
Full time
Financial Planning Administrator - Aberdeen Join a progressive, UK-wide financial advice firm making a real impact Are you organised, detail-driven, and passionate about delivering top-tier client service? Our client is looking for a Financial Planning Administrator to support their expert advisers in helping clients make smart financial choices. What you'll do: Process new business applications and manage client records Support advisers with trades and platform tasks Handle client queries and documentation with precision Collaborate across teams to deliver outstanding service What you'll bring: Knowledge of working with financial products in a similar role Strong communication and organisational skills A proactive, team-focused mindset Experience with Intelligent Office (a plus!) What's on offer: Competitive salary DOE + discretionary bonus Hybrid and flexible working policy 26 days holiday + bank holidays + 1 day off for your birthday Flexible benefits package including Pension, DIS, Income protection, PMI and electric car scheme You'll be part of a supportive team in Aberdeen, helping both personal and corporate clients navigate savings, investments, and retirement planning If you want to be part of a forward-thinking, independent financial advice business with a strong presence across the UK. Apply today and take the next step in your financial services career! Please contact Pauline Low at Reed on if you have any questions. Looking forward to hearing from you
Financial Divisions
IFA Admin - Croydon, Up to £35,000 + Bonus + Excellent Benefits
Financial Divisions Croydon, Surrey
Salary: Up to £35,000 + Bonus + Excellent Benefits Job Type: Full-Time, Permanent Join a Thriving Wealth Management Firm Where Your Career Can Flourish Are you an experienced IFA Administrator looking to join a highly respected and growing wealth management business where your contribution is genuinely valued? This is an outstanding opportunity to become part of a professional, ambitious, and client-centric financial planning firm that has built its reputation on delivering exceptional advice and service to high-net-worth individuals, families, and business owners. As the business continues to expand, they are seeking a talented and detail-oriented IFA Administrator to play a pivotal role within their client support team. Working alongside experienced Financial Advisers and Paraplanners, you will help deliver a first-class client journey while benefiting from a collaborative culture, ongoing professional development, and genuine long-term career progression opportunities. For individuals who are passionate about financial planning and looking to build a rewarding career within wealth management, this role offers an excellent platform for future growth, including a clear pathway into Paraplanning. The Role As an IFA Administrator, you will be responsible for providing comprehensive administrative support across the advice process, ensuring clients receive a seamless and professional experience from initial enquiry through to ongoing servicing. You will become a key member of a highly successful team, managing client cases, liaising with providers, maintaining accurate records, and ensuring all administrative activities are completed efficiently and compliantly. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners. Process new business applications, fund switches, withdrawals, and servicing requests. Prepare client documentation and supporting paperwork. Manage and progress client cases through to completion. Liaise with product providers, platforms, and third-party organisations. Respond to client enquiries via telephone and email in a professional and timely manner. Maintain accurate and compliant client records. Monitor workflows and ensure tasks are completed within agreed timescales. Assist with client reviews and ongoing servicing requirements. Support the delivery of exceptional client service standards throughout the business. Ensure all work is completed in accordance with FCA and internal compliance requirements. Essential Requirements To be considered for this position, applicants must have: Previous experience working within an IFA Practice, Financial Planning Firm, or Wealth Management Business . Practical experience using Intelligent Office (IO) as part of their day-to-day role. Experience supporting Financial Advisers and/or Paraplanners. Strong knowledge of financial services administration processes. Excellent organisational and time management skills. Exceptional attention to detail and accuracy. Strong communication skills, both written and verbal. The ability to manage multiple tasks and priorities simultaneously. Proficiency with Microsoft Outlook, Word, and Excel. Applications from candidates without prior IFA / Wealth Management experience or Intelligent Office experience will not be considered. Desirable Experience Exposure to investment, pension, and protection products. Experience using provider and platform systems such as Nucleus, Transact, Quilter, Standard Life, or Abrdn. Understanding of FCA regulations and financial planning processes. Progress towards industry qualifications or an interest in professional study. Salary & Benefits Salary up to £35,000 depending on experience. Discretionary annual bonus. Hybrid working arrangement. 25 days annual leave. Christmas office closure in addition to annual leave entitlement. Employer pension contribution. Private medical insurance allowance following probation. Death in Service cover. Study support and professional development funding. Company laptop and mobile phone. Free on-site parking. Regular company events and team activities. Clear and structured progression pathway towards a Paraplanner role. Why Apply? This is an opportunity to join a forward-thinking and growing wealth management firm that genuinely invests in its people. You'll be surrounded by experienced professionals, gain exposure to complex financial planning cases, and become part of a business that values excellence, collaboration, and long-term career development. If you're an experienced IFA Administrator with Intelligent Office experience and you're looking for a role that offers stability, progression, and the chance to be part of an ambitious and successful organisation, we'd love to hear from you. To apply, please send your CV to Ryan at Financial Divisions.
Jul 01, 2026
Full time
Salary: Up to £35,000 + Bonus + Excellent Benefits Job Type: Full-Time, Permanent Join a Thriving Wealth Management Firm Where Your Career Can Flourish Are you an experienced IFA Administrator looking to join a highly respected and growing wealth management business where your contribution is genuinely valued? This is an outstanding opportunity to become part of a professional, ambitious, and client-centric financial planning firm that has built its reputation on delivering exceptional advice and service to high-net-worth individuals, families, and business owners. As the business continues to expand, they are seeking a talented and detail-oriented IFA Administrator to play a pivotal role within their client support team. Working alongside experienced Financial Advisers and Paraplanners, you will help deliver a first-class client journey while benefiting from a collaborative culture, ongoing professional development, and genuine long-term career progression opportunities. For individuals who are passionate about financial planning and looking to build a rewarding career within wealth management, this role offers an excellent platform for future growth, including a clear pathway into Paraplanning. The Role As an IFA Administrator, you will be responsible for providing comprehensive administrative support across the advice process, ensuring clients receive a seamless and professional experience from initial enquiry through to ongoing servicing. You will become a key member of a highly successful team, managing client cases, liaising with providers, maintaining accurate records, and ensuring all administrative activities are completed efficiently and compliantly. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners. Process new business applications, fund switches, withdrawals, and servicing requests. Prepare client documentation and supporting paperwork. Manage and progress client cases through to completion. Liaise with product providers, platforms, and third-party organisations. Respond to client enquiries via telephone and email in a professional and timely manner. Maintain accurate and compliant client records. Monitor workflows and ensure tasks are completed within agreed timescales. Assist with client reviews and ongoing servicing requirements. Support the delivery of exceptional client service standards throughout the business. Ensure all work is completed in accordance with FCA and internal compliance requirements. Essential Requirements To be considered for this position, applicants must have: Previous experience working within an IFA Practice, Financial Planning Firm, or Wealth Management Business . Practical experience using Intelligent Office (IO) as part of their day-to-day role. Experience supporting Financial Advisers and/or Paraplanners. Strong knowledge of financial services administration processes. Excellent organisational and time management skills. Exceptional attention to detail and accuracy. Strong communication skills, both written and verbal. The ability to manage multiple tasks and priorities simultaneously. Proficiency with Microsoft Outlook, Word, and Excel. Applications from candidates without prior IFA / Wealth Management experience or Intelligent Office experience will not be considered. Desirable Experience Exposure to investment, pension, and protection products. Experience using provider and platform systems such as Nucleus, Transact, Quilter, Standard Life, or Abrdn. Understanding of FCA regulations and financial planning processes. Progress towards industry qualifications or an interest in professional study. Salary & Benefits Salary up to £35,000 depending on experience. Discretionary annual bonus. Hybrid working arrangement. 25 days annual leave. Christmas office closure in addition to annual leave entitlement. Employer pension contribution. Private medical insurance allowance following probation. Death in Service cover. Study support and professional development funding. Company laptop and mobile phone. Free on-site parking. Regular company events and team activities. Clear and structured progression pathway towards a Paraplanner role. Why Apply? This is an opportunity to join a forward-thinking and growing wealth management firm that genuinely invests in its people. You'll be surrounded by experienced professionals, gain exposure to complex financial planning cases, and become part of a business that values excellence, collaboration, and long-term career development. If you're an experienced IFA Administrator with Intelligent Office experience and you're looking for a role that offers stability, progression, and the chance to be part of an ambitious and successful organisation, we'd love to hear from you. To apply, please send your CV to Ryan at Financial Divisions.
GH Engage Limited
Facilities Contract Support
GH Engage Limited City, London
Contract Support Administrator - Commercial Property & Faciliies Management City of London Up to 43,000 + Excellent Benefits Client Side Hybrid (1 day working from home) 5% Bonus An excellent opportunity has arisen for an Contract Support Administrator to join the on-site facilities management team at a prestigious, multi-tenanted commercial building in the City of London. This is a key role supporting a high-performing in-house engineering team, ensuring the smooth coordination of maintenance activities, contractor management, compliance, procurement and engineering administration. Working closely with engineering and property operations, you will help deliver a best-in-class service within a landmark commercial environment. The Contract Support will take ownership of the CAFM system, coordinating planned preventative maintenance, reactive work orders and contractor attendance while ensuring accurate asset and compliance records are maintained. You will also support procurement, purchase orders, financial reporting, engineering documentation and health & safety administration. Contract Support Administrator - Requirements At least two years' experience within an engineering, facilities management or property administration role Experience using CAFM systems to manage planned maintenance and work orders Strong Microsoft Office skills, particularly Excel, Word and PowerPoint Experience processing purchase orders, quotes and supplier queries Excellent organisational skills with strong attention to detail Ability to prioritise workloads and meet deadlines in a fast-paced environment Strong written and verbal communication skills Experience within commercial property or facilities management (desirable) Knowledge of building services or hard services maintenance (desirable) Salary & Benefits Up to 43,000 5% annual bonus ( 2,150) 25 days annual leave plus bank holidays Enhanced pension contribution Private medical insurance Dental cover Life assurance Income protection Employee Assistance Programme Health & wellbeing benefits Cycle to Work scheme Season ticket loan Professional development support Enhanced family leave Volunteering day each year Excellent long-term career progression Monday to Friday, 40 hours (flexible) Engineering Administrator / Contract Support / Engineering Coordinator / Engineering Support Administrator / Engineering Team Administrator / Engineering Planner / Engineering Scheduler / Maintenance Administrator / Maintenance Coordinator / Maintenance Planner / Maintenance Scheduler
Jul 01, 2026
Full time
Contract Support Administrator - Commercial Property & Faciliies Management City of London Up to 43,000 + Excellent Benefits Client Side Hybrid (1 day working from home) 5% Bonus An excellent opportunity has arisen for an Contract Support Administrator to join the on-site facilities management team at a prestigious, multi-tenanted commercial building in the City of London. This is a key role supporting a high-performing in-house engineering team, ensuring the smooth coordination of maintenance activities, contractor management, compliance, procurement and engineering administration. Working closely with engineering and property operations, you will help deliver a best-in-class service within a landmark commercial environment. The Contract Support will take ownership of the CAFM system, coordinating planned preventative maintenance, reactive work orders and contractor attendance while ensuring accurate asset and compliance records are maintained. You will also support procurement, purchase orders, financial reporting, engineering documentation and health & safety administration. Contract Support Administrator - Requirements At least two years' experience within an engineering, facilities management or property administration role Experience using CAFM systems to manage planned maintenance and work orders Strong Microsoft Office skills, particularly Excel, Word and PowerPoint Experience processing purchase orders, quotes and supplier queries Excellent organisational skills with strong attention to detail Ability to prioritise workloads and meet deadlines in a fast-paced environment Strong written and verbal communication skills Experience within commercial property or facilities management (desirable) Knowledge of building services or hard services maintenance (desirable) Salary & Benefits Up to 43,000 5% annual bonus ( 2,150) 25 days annual leave plus bank holidays Enhanced pension contribution Private medical insurance Dental cover Life assurance Income protection Employee Assistance Programme Health & wellbeing benefits Cycle to Work scheme Season ticket loan Professional development support Enhanced family leave Volunteering day each year Excellent long-term career progression Monday to Friday, 40 hours (flexible) Engineering Administrator / Contract Support / Engineering Coordinator / Engineering Support Administrator / Engineering Team Administrator / Engineering Planner / Engineering Scheduler / Maintenance Administrator / Maintenance Coordinator / Maintenance Planner / Maintenance Scheduler
Bis Henderson
Warehouse Administrator
Bis Henderson Warrington, Cheshire
Warehouse Stock AdministratorAppleton £28,000Mon - Fri - 8 hour shift between AM - PM warehouseImmediate StartsOvertime Opportunities Experience: Previous experience in logistics, procurement or operational Administration is essentialI'm seeking a proactive and detail-oriented Warehouse Administrator to support our clients warehouse operations across inbound, outbound, and stock administration. This hands-on role requires excellent organisational skills, a customer-focused mindset, and the ability to manage multiple priorities in a fast-paced environment.Roles & Responsibilities: Dealing with transport/carrier bookings and queries (inbound and outbound) Daily submission of customer manifests in line with SLA requirements Waving of customer order volumes in a timely manner to meet customer SLA requirements Setting up and actioning stock transfer requests to optimise stock availability and resolving stock issues General administrative/clerical duties to support the warehouse operation team e.g., exception management, holiday booking, etc Operated WMS Analyse spreadsheets Assist in resolving customer queries and resolution through the Customer Service team Production administration including production of labels, stock allocation, specifications, costings, etc Preparation and DGN's and Export paperwork Completion of control measures/checks across all areas of the warehouse operation to ensure that customer KPI's and SLAs are met Conducting P.I. counts in order to maintain stock integrity within pick faces / storage locations ensuring that customer KPI's and SLAs are met Identifying and reporting any stock discrepancies, taking appropriate action to investigate, correct and record the event using Microsoft Excel and Access Monitoring and investigating adjustments made on site in a live environment Carry out allocated audit and compliance tasks. Participate in customer stock takes and reconciliation processes Auditing of BBE dates and effective stock rotation and instigate any necessary corrective action Report potential risks and aid loss prevention (theft or damage) Processing Your Data Bis Henderson Recruitment is a leading provider of recruitment, interim management and consultancy services to the supply chain and logistics industry. Should you respond to this advertisement we may store your CV and contact details and will process this data for recruitment purposes only. Should we process your data, then we will always tell you that we are doing so. Please visit our website to read our Privacy Policy in full, in this Policy you will find information about our compliance with the UK General Data Protection Regulations. All applicants must have an unrestricted right to work in the UK as our client will not support visa sponsorship for this role.
Jul 01, 2026
Full time
Warehouse Stock AdministratorAppleton £28,000Mon - Fri - 8 hour shift between AM - PM warehouseImmediate StartsOvertime Opportunities Experience: Previous experience in logistics, procurement or operational Administration is essentialI'm seeking a proactive and detail-oriented Warehouse Administrator to support our clients warehouse operations across inbound, outbound, and stock administration. This hands-on role requires excellent organisational skills, a customer-focused mindset, and the ability to manage multiple priorities in a fast-paced environment.Roles & Responsibilities: Dealing with transport/carrier bookings and queries (inbound and outbound) Daily submission of customer manifests in line with SLA requirements Waving of customer order volumes in a timely manner to meet customer SLA requirements Setting up and actioning stock transfer requests to optimise stock availability and resolving stock issues General administrative/clerical duties to support the warehouse operation team e.g., exception management, holiday booking, etc Operated WMS Analyse spreadsheets Assist in resolving customer queries and resolution through the Customer Service team Production administration including production of labels, stock allocation, specifications, costings, etc Preparation and DGN's and Export paperwork Completion of control measures/checks across all areas of the warehouse operation to ensure that customer KPI's and SLAs are met Conducting P.I. counts in order to maintain stock integrity within pick faces / storage locations ensuring that customer KPI's and SLAs are met Identifying and reporting any stock discrepancies, taking appropriate action to investigate, correct and record the event using Microsoft Excel and Access Monitoring and investigating adjustments made on site in a live environment Carry out allocated audit and compliance tasks. Participate in customer stock takes and reconciliation processes Auditing of BBE dates and effective stock rotation and instigate any necessary corrective action Report potential risks and aid loss prevention (theft or damage) Processing Your Data Bis Henderson Recruitment is a leading provider of recruitment, interim management and consultancy services to the supply chain and logistics industry. Should you respond to this advertisement we may store your CV and contact details and will process this data for recruitment purposes only. Should we process your data, then we will always tell you that we are doing so. Please visit our website to read our Privacy Policy in full, in this Policy you will find information about our compliance with the UK General Data Protection Regulations. All applicants must have an unrestricted right to work in the UK as our client will not support visa sponsorship for this role.
TIME Appointments Ltd
Client Servicing Administrator
TIME Appointments Ltd Bury St. Edmunds, Suffolk
Are you a detail-driven admin superstar who thrives in a fast-paced, people-focused environment? Time Appointments is working with a highly respected and growing financial services firm that's on the hunt for a Client Servicing Administrator to support their high-performing Private Client team. If you're looking for a role where your work truly makes a difference and every day brings something new - this could be the role for you! You'll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business. Key Duties & Responsibilities: Prepare comprehensive client review packs for upcoming meetings. Maintain accurate and up-to-date client records in line with internal processes. Liaise with third parties and internal departments to obtain information and answer client queries. Prioritise work effectively between emails, tasks, post, reviews and phone calls. Support, train, and mentor new team members to ensure smooth onboarding and development. Keep Financial Planners informed of progress and raise any concerns as needed. Assist with front-of-house duties during reception cover (breaks, sickness, annual leave). Contribute to the ongoing improvement of systems and processes by providing feedback. Ensure compliance by maintaining a clear audit trail and using systems accurately. Essential Skills & Attributes: Proven administrative or secretarial experience, ideally within financial services. Strong organisational skills with excellent attention to detail. Confident communicator - written and verbal. Proficient IT and data management skills. Ability to follow procedures and manage time effectively. Professional, trustworthy, and curious with a willingness to learn. GCSEs/A-Levels in English and Maths (or equivalent) In return, you will receive: 38 Days Annual Leave - incl. Christmas closure, your birthday off & bank holidays Fully Funded Training & Exams + Paid Study Leave Flexible Working & Free Parking 5% Employer Pension Contribution Profit Share Bonus & Length of Service Recognition Healthcare Benefits - Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare Wellbeing Perks - Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance Regular Social Events & 15% Discount on Legal Services
Jul 01, 2026
Full time
Are you a detail-driven admin superstar who thrives in a fast-paced, people-focused environment? Time Appointments is working with a highly respected and growing financial services firm that's on the hunt for a Client Servicing Administrator to support their high-performing Private Client team. If you're looking for a role where your work truly makes a difference and every day brings something new - this could be the role for you! You'll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business. Key Duties & Responsibilities: Prepare comprehensive client review packs for upcoming meetings. Maintain accurate and up-to-date client records in line with internal processes. Liaise with third parties and internal departments to obtain information and answer client queries. Prioritise work effectively between emails, tasks, post, reviews and phone calls. Support, train, and mentor new team members to ensure smooth onboarding and development. Keep Financial Planners informed of progress and raise any concerns as needed. Assist with front-of-house duties during reception cover (breaks, sickness, annual leave). Contribute to the ongoing improvement of systems and processes by providing feedback. Ensure compliance by maintaining a clear audit trail and using systems accurately. Essential Skills & Attributes: Proven administrative or secretarial experience, ideally within financial services. Strong organisational skills with excellent attention to detail. Confident communicator - written and verbal. Proficient IT and data management skills. Ability to follow procedures and manage time effectively. Professional, trustworthy, and curious with a willingness to learn. GCSEs/A-Levels in English and Maths (or equivalent) In return, you will receive: 38 Days Annual Leave - incl. Christmas closure, your birthday off & bank holidays Fully Funded Training & Exams + Paid Study Leave Flexible Working & Free Parking 5% Employer Pension Contribution Profit Share Bonus & Length of Service Recognition Healthcare Benefits - Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare Wellbeing Perks - Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance Regular Social Events & 15% Discount on Legal Services
Astral Recruitment
Financial Services Administrator
Astral Recruitment
Our client has a successful and established family business in Wolverhampton and they are currently looking for an experienced FS Administrator to join the team The company has been established for over 20 years and the successful candidate will support a number of Financial Advisers within the business Duties include as an overview Client appointment confirmation Preparing meeting packs Update CRM system Fund switches NEW business and withdrawals input Supporting Advisers This is an office based role therefore the successful candidate will need to drive Base negotiable but circa £30-32000 plus benefits and the chance of an immediate start For more information call Jason at Astral
Jul 01, 2026
Full time
Our client has a successful and established family business in Wolverhampton and they are currently looking for an experienced FS Administrator to join the team The company has been established for over 20 years and the successful candidate will support a number of Financial Advisers within the business Duties include as an overview Client appointment confirmation Preparing meeting packs Update CRM system Fund switches NEW business and withdrawals input Supporting Advisers This is an office based role therefore the successful candidate will need to drive Base negotiable but circa £30-32000 plus benefits and the chance of an immediate start For more information call Jason at Astral
Cranleigh Personnel
Mortgage Administrator/ Pensions Administrator - Step into Financial Planning
Cranleigh Personnel Bristol, Somerset
Financial Planning Assistant/ PA North Bristol - Hybrid Working After Probation Salary: £28,000 - £35,000 depending on experience Looking to move into Wealth Planning? Do you currently work in Mortgage Admin or Pensions Admin or perhaps for a provider platform, investment managers or other areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of Financial services administration and client services support and who loves supporting a busy professional About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. You'll work closely with the adviser on a day-to-day basis This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position. Long-Term Career Development One of the most exciting aspects of this role is where it could lead. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. A move into Wealth planning administration/Paraplanning/adviser or practice manager is likely to arise over time as the business grows and as you develop competency in the intial support role. What We're Looking For This role could suit someone from a variety of professional services and financial services backgrounds You'll likely have: Excellent organisational skills Strong attention to detail Experience managing inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £35,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
Jul 01, 2026
Full time
Financial Planning Assistant/ PA North Bristol - Hybrid Working After Probation Salary: £28,000 - £35,000 depending on experience Looking to move into Wealth Planning? Do you currently work in Mortgage Admin or Pensions Admin or perhaps for a provider platform, investment managers or other areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of Financial services administration and client services support and who loves supporting a busy professional About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. You'll work closely with the adviser on a day-to-day basis This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position. Long-Term Career Development One of the most exciting aspects of this role is where it could lead. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. A move into Wealth planning administration/Paraplanning/adviser or practice manager is likely to arise over time as the business grows and as you develop competency in the intial support role. What We're Looking For This role could suit someone from a variety of professional services and financial services backgrounds You'll likely have: Excellent organisational skills Strong attention to detail Experience managing inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £35,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
Reed
Ifa Administrator - hybrid working
Reed Plymouth, Devon
IFA Administrator Location: Either Plymouth, Exeter or Weston-super-mare (Hybrid - 2 days home / 3 days office) Hours: Full Time Department: Administration & Adviser Support An exciting opportunity has arisen for an experienced IFA Administrator / Business Manager to join a growing financial planning team based in Bath. This role plays a central part in supporting advisers and paraplanners to deliver high-quality advice and exceptional service to clients. The Business Manager acts as the primary coordination point between advisers, paraplanners and clients-managing client reviews, handling sensitive information, processing new business and ensuring all administrative activity is completed accurately and efficiently. This position requires previous experience in IFA administration along with strong working knowledge of Intelliflo (IO) . Key Responsibilities Client Review Preparation Identify clients due for review using IO tasks. Contact clients to arrange review appointments. Prepare and manage client files and ensure all documentation is up to date. Source pro-forma information, gather missing data and upload to IO. Administrative & Client Support Support a team of financial advisers with day-to-day administration. Respond to incoming calls, emails and the central enquiry mailbox. Book internal meetings and manage the central diary. Meet and greet clients, set up meeting rooms and ensure smooth client appointments. New Business Processing Submit applications and upload relevant documentation to providers. Proactively monitor application progress to avoid delays. Chase providers for updates and outstanding information. Issue letters of authority and gather plan information. Ongoing Client Servicing Maintain accurate client records and ensure IO is always up to date. Process top-ups, pension withdrawals and annual review documentation. Manage platform-based tasks including transfers in, claiming advice fees and investing client funds. Liaise with GPs to obtain protection-related medical reports. Work closely with paraplanners to submit compliance cases and complete IO service tasks. Operational Support Handle daily post and deliveries. Manage client data securely and in line with internal procedures. Contribute to positive client outcomes through efficient, accurate administration. Key Skills & Experience Previous IFA administration experience is essential. Strong working knowledge of Intelliflo (IO) is required. Experience within financial services advantageous. Excellent written and verbal communication skills. Highly organised with exceptional attention to detail. Able to work efficiently in a fast-paced environment. Professional, proactive and comfortable supporting a busy adviser team. Qualifications A degree or equivalent is desirable but not essential. Willingness to work towards a Level 4 financial planning qualification is expected. This is a fantastic opportunity for an experienced IFA Administrator looking to develop their career within a supportive, professional environment.
Jul 01, 2026
Full time
IFA Administrator Location: Either Plymouth, Exeter or Weston-super-mare (Hybrid - 2 days home / 3 days office) Hours: Full Time Department: Administration & Adviser Support An exciting opportunity has arisen for an experienced IFA Administrator / Business Manager to join a growing financial planning team based in Bath. This role plays a central part in supporting advisers and paraplanners to deliver high-quality advice and exceptional service to clients. The Business Manager acts as the primary coordination point between advisers, paraplanners and clients-managing client reviews, handling sensitive information, processing new business and ensuring all administrative activity is completed accurately and efficiently. This position requires previous experience in IFA administration along with strong working knowledge of Intelliflo (IO) . Key Responsibilities Client Review Preparation Identify clients due for review using IO tasks. Contact clients to arrange review appointments. Prepare and manage client files and ensure all documentation is up to date. Source pro-forma information, gather missing data and upload to IO. Administrative & Client Support Support a team of financial advisers with day-to-day administration. Respond to incoming calls, emails and the central enquiry mailbox. Book internal meetings and manage the central diary. Meet and greet clients, set up meeting rooms and ensure smooth client appointments. New Business Processing Submit applications and upload relevant documentation to providers. Proactively monitor application progress to avoid delays. Chase providers for updates and outstanding information. Issue letters of authority and gather plan information. Ongoing Client Servicing Maintain accurate client records and ensure IO is always up to date. Process top-ups, pension withdrawals and annual review documentation. Manage platform-based tasks including transfers in, claiming advice fees and investing client funds. Liaise with GPs to obtain protection-related medical reports. Work closely with paraplanners to submit compliance cases and complete IO service tasks. Operational Support Handle daily post and deliveries. Manage client data securely and in line with internal procedures. Contribute to positive client outcomes through efficient, accurate administration. Key Skills & Experience Previous IFA administration experience is essential. Strong working knowledge of Intelliflo (IO) is required. Experience within financial services advantageous. Excellent written and verbal communication skills. Highly organised with exceptional attention to detail. Able to work efficiently in a fast-paced environment. Professional, proactive and comfortable supporting a busy adviser team. Qualifications A degree or equivalent is desirable but not essential. Willingness to work towards a Level 4 financial planning qualification is expected. This is a fantastic opportunity for an experienced IFA Administrator looking to develop their career within a supportive, professional environment.

Modal Window

  • Blog
  • Contact
  • About Us
  • Terms & Conditions
  • Privacy
  • Employer
  • Post a Job
  • Search Resumes
  • Sign in
  • Job Seeker
  • Find Jobs
  • Create Resume
  • Sign in
  • Facebook
  • Twitter
  • Instagram
  • Pinterest
  • Youtube
Parent and Partner sites: IT Job Board | Search Jobs Near Me | RightTalent.co.uk | Quantity Surveyor jobs | Building Surveyor jobs | Construction Recruitment | Talent Recruiter | London Jobs | Property jobs
© 2008-2026 Jobs Hiring Near Me