Our client is a well-established and highly regarded independent financial planning and wealth management practice that has been helping individuals, families and businesses achieve their financial objectives for over two decades. Built on long-standing client relationships, trusted advice and exceptional service standards, the firm provides comprehensive financial planning solutions across pensions, investments, protection, tax planning, retirement planning and employee benefits. Their reputation has been established through a commitment to delivering genuinely client-focused advice and maintaining the highest professional standards. The business prides itself on creating a supportive and collaborative working environment where employees are valued, developed and encouraged to contribute to the continued success of the firm. With a loyal client base, strong referral network and ambitious growth plans, this is an excellent opportunity to join a respected financial planning practice with a genuine focus on quality over volume. The Opportunity Due to continued growth, an opportunity has arisen for an experienced Financial Planning Administrator / Client Support Associate to join the business on a flexible part-time basis. Working closely with Financial Advisers, clients, product providers and professional connections, you will play an integral role in ensuring clients receive an efficient, professional and seamless service throughout their financial planning journey. This position offers exposure to a broad range of financial planning disciplines and would suit an individual who enjoys working within a client-centric environment where attention to detail and service excellence are highly valued. Key Responsibilities Providing administrative and technical support to Financial Advisers across a broad range of financial planning activities. Acting as a key point of contact for clients, advisers, providers and third-party professional connections. Producing quotations, illustrations, suitability support material and provider information. Conducting research across pensions, investments, protection and other financial planning solutions. Utilising industry technology and research tools to support adviser recommendations and client outcomes. Assisting with the implementation and ongoing servicing of client arrangements. Preparing documentation and reports for client review meetings. Maintaining and monitoring review schedules and servicing requirements. Managing diary events and workflow activities throughout the client lifecycle. Liaising with product providers to progress cases efficiently and resolve queries. Ensuring all client records, workflow tasks and compliance documentation are maintained accurately within the firm's back-office systems. Supporting the ongoing review and maintenance of existing client arrangements. Delivering a consistently high level of client service across all interactions. About You The successful candidate will possess: A minimum of three years' current experience within Financial Planning, Wealth Management or an Independent Financial Adviser environment. A strong understanding of financial planning products including pensions, investments and protection. Previous experience supporting Financial Advisers and managing client servicing activities. Excellent organisational and time management skills. Strong written and verbal communication abilities. High levels of accuracy and attention to detail. The ability to prioritise workloads effectively and work independently. A proactive and professional approach to client service. A genuine commitment to delivering exceptional client outcomes. Experience of using Intelliflo or similar financial planning back-office systems would be advantageous. Professional qualifications, or progress towards industry qualifications, would also be viewed favourably. Working Pattern This is a genuinely flexible part-time position offering approximately 17.5 hours per week. You can choose how you wish work these hours per week however these hours will be worked onsite. The business is open to discussing how those hours are structured, including both working days and daily hours, allowing flexibility around personal commitments and work-life balance. Whilst flexibility is offered around scheduling, the successful individual will be expected to work from the office during their agreed hours to support collaboration with advisers and the wider team. This opportunity may particularly appeal to experienced financial planning professionals seeking a reduced-hours role whilst remaining engaged in a professional and rewarding financial services environment. What's on Offer Join a respected and growing independent financial planning business. Flexible part-time working arrangement. Exposure to a broad range of financial planning and wealth management activities. Supportive and collaborative team environment. Opportunity to work closely with experienced advisers and industry professionals. Long-term career stability within an established and successful firm. Ongoing professional development and learning opportunities. A culture that genuinely values quality client service, professionalism and teamwork. If you are an experienced Financial Planning Administrator, Client Support Specialist or Wealth Management Support professional seeking a flexible role within a highly respected financial planning practice, we would be delighted to hear from you.
Jun 30, 2026
Full time
Our client is a well-established and highly regarded independent financial planning and wealth management practice that has been helping individuals, families and businesses achieve their financial objectives for over two decades. Built on long-standing client relationships, trusted advice and exceptional service standards, the firm provides comprehensive financial planning solutions across pensions, investments, protection, tax planning, retirement planning and employee benefits. Their reputation has been established through a commitment to delivering genuinely client-focused advice and maintaining the highest professional standards. The business prides itself on creating a supportive and collaborative working environment where employees are valued, developed and encouraged to contribute to the continued success of the firm. With a loyal client base, strong referral network and ambitious growth plans, this is an excellent opportunity to join a respected financial planning practice with a genuine focus on quality over volume. The Opportunity Due to continued growth, an opportunity has arisen for an experienced Financial Planning Administrator / Client Support Associate to join the business on a flexible part-time basis. Working closely with Financial Advisers, clients, product providers and professional connections, you will play an integral role in ensuring clients receive an efficient, professional and seamless service throughout their financial planning journey. This position offers exposure to a broad range of financial planning disciplines and would suit an individual who enjoys working within a client-centric environment where attention to detail and service excellence are highly valued. Key Responsibilities Providing administrative and technical support to Financial Advisers across a broad range of financial planning activities. Acting as a key point of contact for clients, advisers, providers and third-party professional connections. Producing quotations, illustrations, suitability support material and provider information. Conducting research across pensions, investments, protection and other financial planning solutions. Utilising industry technology and research tools to support adviser recommendations and client outcomes. Assisting with the implementation and ongoing servicing of client arrangements. Preparing documentation and reports for client review meetings. Maintaining and monitoring review schedules and servicing requirements. Managing diary events and workflow activities throughout the client lifecycle. Liaising with product providers to progress cases efficiently and resolve queries. Ensuring all client records, workflow tasks and compliance documentation are maintained accurately within the firm's back-office systems. Supporting the ongoing review and maintenance of existing client arrangements. Delivering a consistently high level of client service across all interactions. About You The successful candidate will possess: A minimum of three years' current experience within Financial Planning, Wealth Management or an Independent Financial Adviser environment. A strong understanding of financial planning products including pensions, investments and protection. Previous experience supporting Financial Advisers and managing client servicing activities. Excellent organisational and time management skills. Strong written and verbal communication abilities. High levels of accuracy and attention to detail. The ability to prioritise workloads effectively and work independently. A proactive and professional approach to client service. A genuine commitment to delivering exceptional client outcomes. Experience of using Intelliflo or similar financial planning back-office systems would be advantageous. Professional qualifications, or progress towards industry qualifications, would also be viewed favourably. Working Pattern This is a genuinely flexible part-time position offering approximately 17.5 hours per week. You can choose how you wish work these hours per week however these hours will be worked onsite. The business is open to discussing how those hours are structured, including both working days and daily hours, allowing flexibility around personal commitments and work-life balance. Whilst flexibility is offered around scheduling, the successful individual will be expected to work from the office during their agreed hours to support collaboration with advisers and the wider team. This opportunity may particularly appeal to experienced financial planning professionals seeking a reduced-hours role whilst remaining engaged in a professional and rewarding financial services environment. What's on Offer Join a respected and growing independent financial planning business. Flexible part-time working arrangement. Exposure to a broad range of financial planning and wealth management activities. Supportive and collaborative team environment. Opportunity to work closely with experienced advisers and industry professionals. Long-term career stability within an established and successful firm. Ongoing professional development and learning opportunities. A culture that genuinely values quality client service, professionalism and teamwork. If you are an experienced Financial Planning Administrator, Client Support Specialist or Wealth Management Support professional seeking a flexible role within a highly respected financial planning practice, we would be delighted to hear from you.
Have you been involved in the transport function within logistics and are looking to further your career? Are you a problem solver with great initiative? Do you pride yourself on your attention to detail? Do you want to work for a fantastic company with great culture and strong values? Here at GXO , we're recruiting a Night Warehouse Administrator to join our busy dynamic team in Bellshill, ML3 4NP working in partnership with our customer Howdens. You will be working full-time , Monday to Friday , covering the hours of 22:00 to 06:00. Pay, benefits and more: As a Night Warehouse Administrator, you will receive: An annual salary of £ 31,400.74 per annum 20 days annual leave, plus bank holidays Holiday pay and workplace pension Access to our Hapi App platform offering a variety of high street discounts, cashback cards, a saving scheme and much more! Opportunities for career development and progression, as well as training enrichment and multiskilling, in a dynamic working environment What you'll do on a typical day: Maintain accurate stock and pallet records, ensuring system updates reflect all warehouse transactions Manage and process stock movement documentation in line with company procedures Liaise with customers, hauliers, and internal teams to support smooth daily operations Provide general administrative support to ensure efficient warehouse operations Follow all Health & Safety, quality, and food safety standards, reporting any issues promptly What you need to succeed at GXO: Strong communication skills with the ability to engage effectively with internal and external stakeholders Highly organised with excellent attention to detail, ensuring accuracy and error-free work IT literate, with good knowledge of Microsoft packages, including Excel Experience using Manhattan WMS experience advantageous Flexible, reliable, and able to multitask in a fast-paced environment while meeting deadlines We engineer faster, smarter, leaner supply chains. GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work. GXO is an equal opportunity employer. We celebrate, support and thrive on diversity and are committed to creating an inclusive environment for all employees. We believe that diversity and inclusion in our business is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. We are an Armed Forces friendly organisation and Disability Confident Leader as part of the Disability Confident Scheme (GIS) and actively welcome applications from people with disabilities. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement
Jun 30, 2026
Full time
Have you been involved in the transport function within logistics and are looking to further your career? Are you a problem solver with great initiative? Do you pride yourself on your attention to detail? Do you want to work for a fantastic company with great culture and strong values? Here at GXO , we're recruiting a Night Warehouse Administrator to join our busy dynamic team in Bellshill, ML3 4NP working in partnership with our customer Howdens. You will be working full-time , Monday to Friday , covering the hours of 22:00 to 06:00. Pay, benefits and more: As a Night Warehouse Administrator, you will receive: An annual salary of £ 31,400.74 per annum 20 days annual leave, plus bank holidays Holiday pay and workplace pension Access to our Hapi App platform offering a variety of high street discounts, cashback cards, a saving scheme and much more! Opportunities for career development and progression, as well as training enrichment and multiskilling, in a dynamic working environment What you'll do on a typical day: Maintain accurate stock and pallet records, ensuring system updates reflect all warehouse transactions Manage and process stock movement documentation in line with company procedures Liaise with customers, hauliers, and internal teams to support smooth daily operations Provide general administrative support to ensure efficient warehouse operations Follow all Health & Safety, quality, and food safety standards, reporting any issues promptly What you need to succeed at GXO: Strong communication skills with the ability to engage effectively with internal and external stakeholders Highly organised with excellent attention to detail, ensuring accuracy and error-free work IT literate, with good knowledge of Microsoft packages, including Excel Experience using Manhattan WMS experience advantageous Flexible, reliable, and able to multitask in a fast-paced environment while meeting deadlines We engineer faster, smarter, leaner supply chains. GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work. GXO is an equal opportunity employer. We celebrate, support and thrive on diversity and are committed to creating an inclusive environment for all employees. We believe that diversity and inclusion in our business is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. We are an Armed Forces friendly organisation and Disability Confident Leader as part of the Disability Confident Scheme (GIS) and actively welcome applications from people with disabilities. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement
Alexander Daniels is working in partnership with a well-established and highly respected financial services organisation operating across the UK. This is an excellent opportunity for an individual looking to develop their career and build long-term expertise within a supportive and collaborative financial services environment. Pension & Investment Administrator Overview: This position plays a key role in supporting financial advisers and internal teams by delivering efficient, accurate, and compliant administrative services across pensions and investment products. The successful candidate will be responsible for managing client data, processing new business, and liaising with providers to ensure a seamless client journey. Key Responsibilities Process new pension and investment business submissions, ensuring all documentation is complete, accurate, and compliant prior to submission Maintain and update client records on internal systems, ensuring data accuracy at all times Submit applications to providers via online systems and postal methods where necessary Proactively monitor and chase providers to obtain timely updates on applications and ongoing cases Keep advisers and clients informed on case progress and workflow status Prepare client documentation, including post-sale correspondence and plan schedules Operational & Administrative Duties Manage and prioritise workload effectively to meet deadlines and service standards Maintain workflow activity and task management within back-office systems Ensure all client documentation is appropriately stored and archived within internal document management systems Obtain and follow up on client authorities with providers and third parties Support the production of client reports, including valuations and cost/charges statements for review meetings Assist with ongoing service processes, including client communications and database management Compliance & Governance Ensure all activities align with regulatory standards and internal compliance frameworks Maintain a strong focus on delivering positive customer outcomes in line with FCA expectations Adhere to all internal policies, including those relating to conflicts of interest and inducements Verify that all new business files meet compliance standards before processing Team & Business Support Provide general administrative assistance to advisers and wider teams as required Respond to queries from colleagues and stakeholders in a professional and timely manner Contribute to team performance by sharing knowledge and supporting colleagues when needed Skills & Experience Required Previous experience within a financial services administration role, with exposure to pensions and investments Working knowledge of financial products such as personal pensions, group schemes, or investment products Strong IT skills, including proficiency in Microsoft Office and CRM/back-office systems Excellent organisational and time management abilities Strong communication skills, both written and verbal Ability to work accurately in a fast-paced environment Desirable: Industry qualifications (or working towards), such as financial services administration or regulatory certifications Personal Attributes Highly organised with a methodical approach to work Flexible and adaptable to changing priorities Strong attention to detail and accountability for own work Customer-focused with a collaborative mindset Committed to continuous professional development
Jun 30, 2026
Full time
Alexander Daniels is working in partnership with a well-established and highly respected financial services organisation operating across the UK. This is an excellent opportunity for an individual looking to develop their career and build long-term expertise within a supportive and collaborative financial services environment. Pension & Investment Administrator Overview: This position plays a key role in supporting financial advisers and internal teams by delivering efficient, accurate, and compliant administrative services across pensions and investment products. The successful candidate will be responsible for managing client data, processing new business, and liaising with providers to ensure a seamless client journey. Key Responsibilities Process new pension and investment business submissions, ensuring all documentation is complete, accurate, and compliant prior to submission Maintain and update client records on internal systems, ensuring data accuracy at all times Submit applications to providers via online systems and postal methods where necessary Proactively monitor and chase providers to obtain timely updates on applications and ongoing cases Keep advisers and clients informed on case progress and workflow status Prepare client documentation, including post-sale correspondence and plan schedules Operational & Administrative Duties Manage and prioritise workload effectively to meet deadlines and service standards Maintain workflow activity and task management within back-office systems Ensure all client documentation is appropriately stored and archived within internal document management systems Obtain and follow up on client authorities with providers and third parties Support the production of client reports, including valuations and cost/charges statements for review meetings Assist with ongoing service processes, including client communications and database management Compliance & Governance Ensure all activities align with regulatory standards and internal compliance frameworks Maintain a strong focus on delivering positive customer outcomes in line with FCA expectations Adhere to all internal policies, including those relating to conflicts of interest and inducements Verify that all new business files meet compliance standards before processing Team & Business Support Provide general administrative assistance to advisers and wider teams as required Respond to queries from colleagues and stakeholders in a professional and timely manner Contribute to team performance by sharing knowledge and supporting colleagues when needed Skills & Experience Required Previous experience within a financial services administration role, with exposure to pensions and investments Working knowledge of financial products such as personal pensions, group schemes, or investment products Strong IT skills, including proficiency in Microsoft Office and CRM/back-office systems Excellent organisational and time management abilities Strong communication skills, both written and verbal Ability to work accurately in a fast-paced environment Desirable: Industry qualifications (or working towards), such as financial services administration or regulatory certifications Personal Attributes Highly organised with a methodical approach to work Flexible and adaptable to changing priorities Strong attention to detail and accountability for own work Customer-focused with a collaborative mindset Committed to continuous professional development
Finance Processing Agent Permanent £26-28,000PA Rayleigh We are looking for a Finance Processing Agent to join our client at their offices in Rayleigh to support their Stakeholders. The Role: To assist customers looking to purchase new and used cars, motorbikes and light commercial vehicles working with a network of dealer partners, who provide flexible finance solutions. Working as part of an energetic and driven team, you will be responsible for maintaining the professional and excellent reputation of the company, liaising directly with their internal team, customers, partners, lenders, dealers, and account managers. You will be supported in a great atmosphere and there are opportunities for development and progression. Responsibilities: Accurately process and check finance documentation Handle phone calls and email enquiries Liaise with customers, lenders, dealers, and internal teams Resolve queries and support Account Managers Ideal Candidate: You will need to be a strong and very organised administrator as this role is admin heavy. Customer service experience - Minimum of 1-3 Years Will have demonstrable experience of a structured sales process. Excellent PC skills to include Power Point, Excel, Word, Outlook. Knowledge of regulations relating to compliance, money laundering, AML, CCD, CCA is desirable but not essential as training will be given. Hours: Monday - Friday 9am - 6pm Saturday 9am - 4pm Sunday 10am - 4pm Weekend work required (with a fixed day off during the week) Salary Range: £26-28,000 per annum Company Benefits Free parking Company pension Casual dress Company events On-site parking Ideally you will be a driver with your own transport due to the location. If you feel you have the skills for this position, please do not hesitate to contact us at One to One Personnel on or email your CV to or We look forward to hearing from you.
Jun 30, 2026
Full time
Finance Processing Agent Permanent £26-28,000PA Rayleigh We are looking for a Finance Processing Agent to join our client at their offices in Rayleigh to support their Stakeholders. The Role: To assist customers looking to purchase new and used cars, motorbikes and light commercial vehicles working with a network of dealer partners, who provide flexible finance solutions. Working as part of an energetic and driven team, you will be responsible for maintaining the professional and excellent reputation of the company, liaising directly with their internal team, customers, partners, lenders, dealers, and account managers. You will be supported in a great atmosphere and there are opportunities for development and progression. Responsibilities: Accurately process and check finance documentation Handle phone calls and email enquiries Liaise with customers, lenders, dealers, and internal teams Resolve queries and support Account Managers Ideal Candidate: You will need to be a strong and very organised administrator as this role is admin heavy. Customer service experience - Minimum of 1-3 Years Will have demonstrable experience of a structured sales process. Excellent PC skills to include Power Point, Excel, Word, Outlook. Knowledge of regulations relating to compliance, money laundering, AML, CCD, CCA is desirable but not essential as training will be given. Hours: Monday - Friday 9am - 6pm Saturday 9am - 4pm Sunday 10am - 4pm Weekend work required (with a fixed day off during the week) Salary Range: £26-28,000 per annum Company Benefits Free parking Company pension Casual dress Company events On-site parking Ideally you will be a driver with your own transport due to the location. If you feel you have the skills for this position, please do not hesitate to contact us at One to One Personnel on or email your CV to or We look forward to hearing from you.
Amour Recruitment is delighted to be working in partnership with a highly regarded and growing organisation based just outside Portsmouth. Due to continued expansion, our client is seeking a Pensions Administrator to join their established and supportive team. This is an excellent opportunity for an experienced administrator within pensions, wealth management or financial services to join a collaborative environment where accuracy, organisation, and client service are key. You will be responsible for supporting a busy pensions administration function, ensuring processes are handled efficiently, compliantly, and to the highest standard. Responsibilities: Process pension transfers in and out, including both cash and in-specie transactions Administer contributions and maintain accurate records Process member drawdown benefits, including income payments and PCLS Support and deliver pension payroll activities Produce monthly and annual reports Carry out daily banking tasks, including morning and afternoon reconciliations Ensure all administration is completed accurately and in line with regulatory requirements Requirements: Previous experience within pensions, wealth management, or financial services administration (essential) Strong attention to detail and a high level of accuracy Excellent written and verbal communication skills Ability to follow processes and instructions with precision Calm, positive, and professional approach under pressure Confident IT skills, with the ability to work across multiple systems Hours: Monday to Friday - typically 08:30-17:00 (flexibility available) Hybrid working options available following successful training and probation Salary: £27,000 -£35,000 (salary is negotiable depending on relevant experience) If you're looking to develop your career within pensions administration and join a business that values accuracy, professionalism, and teamwork, we'd love to hear from you.
Jun 30, 2026
Full time
Amour Recruitment is delighted to be working in partnership with a highly regarded and growing organisation based just outside Portsmouth. Due to continued expansion, our client is seeking a Pensions Administrator to join their established and supportive team. This is an excellent opportunity for an experienced administrator within pensions, wealth management or financial services to join a collaborative environment where accuracy, organisation, and client service are key. You will be responsible for supporting a busy pensions administration function, ensuring processes are handled efficiently, compliantly, and to the highest standard. Responsibilities: Process pension transfers in and out, including both cash and in-specie transactions Administer contributions and maintain accurate records Process member drawdown benefits, including income payments and PCLS Support and deliver pension payroll activities Produce monthly and annual reports Carry out daily banking tasks, including morning and afternoon reconciliations Ensure all administration is completed accurately and in line with regulatory requirements Requirements: Previous experience within pensions, wealth management, or financial services administration (essential) Strong attention to detail and a high level of accuracy Excellent written and verbal communication skills Ability to follow processes and instructions with precision Calm, positive, and professional approach under pressure Confident IT skills, with the ability to work across multiple systems Hours: Monday to Friday - typically 08:30-17:00 (flexibility available) Hybrid working options available following successful training and probation Salary: £27,000 -£35,000 (salary is negotiable depending on relevant experience) If you're looking to develop your career within pensions administration and join a business that values accuracy, professionalism, and teamwork, we'd love to hear from you.
Pensions Team Leader Here at Alexander Lloyd, we are currently working with a well-known third-party administrator to support their search for a Pensions Team Leader to lead and develop their administration team. You could be a senior pensions administrator that has experience in deputising for the team leader and has checked juniors work or already a team leader for your next challenge. Role & Responsibilities: Motivate and develop the pension administration team Work closely with the manager of the team and deputise where neccessary Act as the escalation point for any complaints Conduct performance reviews with the team to ensure they are receiving the correct development and support Essential Criteria: Strong technical knowledge in defined benefit pension administration, including manual calculations Experience in leading teams This role is hybrid to Leeds, 2 days per week so if this position is of interest reach out to discuss further today! Please quote 52426 when calling Collette Cardy 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.
Jun 30, 2026
Full time
Pensions Team Leader Here at Alexander Lloyd, we are currently working with a well-known third-party administrator to support their search for a Pensions Team Leader to lead and develop their administration team. You could be a senior pensions administrator that has experience in deputising for the team leader and has checked juniors work or already a team leader for your next challenge. Role & Responsibilities: Motivate and develop the pension administration team Work closely with the manager of the team and deputise where neccessary Act as the escalation point for any complaints Conduct performance reviews with the team to ensure they are receiving the correct development and support Essential Criteria: Strong technical knowledge in defined benefit pension administration, including manual calculations Experience in leading teams This role is hybrid to Leeds, 2 days per week so if this position is of interest reach out to discuss further today! Please quote 52426 when calling Collette Cardy 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.
An opportunity has arisen to join a well-established business, based in North Kent as an Accounts Administrator. This role would be Ideal for a candidate who has gained initial experience within an accounts/admin role and is now seeking the next step with an opportunity to take on further responsibility down the line. The successful candidate will be working in a medium size accounts team and be involved in a range of accounting and administrative duties, with a primary focus on invoicing. Duties include: Processing documentation and records accurately. Setting up and amending customer agreements. Updating and maintaining customer information on online portals. Raising and processing invoices. Generating invoice schedules and ensuring timely processing. Requesting and managing purchase orders for ongoing contracts. Providing support across the wider finance function, including: Purchase ledger duties. Coding and processing company card transactions. Updating cash flow information. Bank reconciliations. Credit control and debtor management. Suitable candidates will ideally have a foundation of accounts admin experience however graduates (relevant degree) with no experience will be considered. The role will start off handling basic accounting duties; however, over time you will be given more responsibilities and trained on other areas to add to your experience. This is a fully office-based role working a 40-hour week, Monday-Friday based in Dartford. The salary will be £27k - £30k depending on experience, 25 days holiday, parking on site, healthcare plan and pension scheme. A great opportunity for someone looking to take the next step in their accounts career! Please note, due to the expected high volume of applicants, only suitable candidates will be contacted.
Jun 30, 2026
Full time
An opportunity has arisen to join a well-established business, based in North Kent as an Accounts Administrator. This role would be Ideal for a candidate who has gained initial experience within an accounts/admin role and is now seeking the next step with an opportunity to take on further responsibility down the line. The successful candidate will be working in a medium size accounts team and be involved in a range of accounting and administrative duties, with a primary focus on invoicing. Duties include: Processing documentation and records accurately. Setting up and amending customer agreements. Updating and maintaining customer information on online portals. Raising and processing invoices. Generating invoice schedules and ensuring timely processing. Requesting and managing purchase orders for ongoing contracts. Providing support across the wider finance function, including: Purchase ledger duties. Coding and processing company card transactions. Updating cash flow information. Bank reconciliations. Credit control and debtor management. Suitable candidates will ideally have a foundation of accounts admin experience however graduates (relevant degree) with no experience will be considered. The role will start off handling basic accounting duties; however, over time you will be given more responsibilities and trained on other areas to add to your experience. This is a fully office-based role working a 40-hour week, Monday-Friday based in Dartford. The salary will be £27k - £30k depending on experience, 25 days holiday, parking on site, healthcare plan and pension scheme. A great opportunity for someone looking to take the next step in their accounts career! Please note, due to the expected high volume of applicants, only suitable candidates will be contacted.
Banking Administrator 4-day working week with full-time pay Great culture Banking Administrator - Tonbridge 4-Day Week £32,000 Exceptional Work-Life Balance Looking for a banking role where your accuracy, organisation, and customer focus make a real impact? An exciting opportunity has become available for a Banking Administrator to join a growing and values-led financial services organisation based in Tonbridge. Offering a genuine 4-day working week with full-time pay , this is an excellent opportunity for an experienced banking professional seeking both career development and a healthier work-life balance. About the role Working as part of a supportive and collaborative operations team, you will play a key role in the day-to-day administration of customer accounts and banking processes. This varied position offers exposure to multiple areas of banking operations, ensuring customers receive an efficient, compliant, and professional service at every stage. Key responsibilities will include: Processing customer applications and account openings, including AML and verification checks Managing account transactions, updates, and maintenance requests Responding to customer enquiries by telephone, email, and post Supporting account administration, including closures, maturities, reconciliations, and record maintenance Ensuring all documentation and audit trails are completed accurately Assisting with operational and administrative tasks across the wider team Maintaining compliance with internal procedures and regulatory requirements This is an excellent opportunity for someone looking to broaden their banking knowledge and develop their career within a respected financial services environment. What we are looking for The successful candidate will be highly organised, detail-focused, and committed to delivering exceptional customer service. Essential skills and experience: Previous banking experience is essential Strong administrative and data processing skills Excellent attention to detail and accuracy Confident communication skills, both written and verbal Ability to prioritise workloads and meet deadlines Good working knowledge of Microsoft Office, including Word, Excel, and Outlook A proactive, positive approach and willingness to support colleagues Desirable: Knowledge of AML/KYC procedures and compliance requirements What's in it for you This organisation is committed to creating a positive and rewarding working environment, offering an excellent range of benefits including: £32,000 salary 4-day working week (32 hours) with full-time pay Flexible working pattern with a designated day off Hybrid working available following successful completion of probation (minimum two office days per week) Generous annual leave entitlement plus bank holidays (pro rata) Pension scheme Private healthcare Life assurance Employee Assistance Programme Ongoing training and career development opportunities Friendly, supportive team culture and regular social events About the company This specialist financial services organisation has a strong social purpose, using customer deposits to support projects and initiatives that create positive change across the UK. Its work has helped fund organisations across sectors including housing, education, healthcare, and community development. With a collaborative culture and a genuine commitment to employee development, the business offers the opportunity to build a rewarding career while contributing to meaningful and impactful work. If you're an experienced banking professional looking for a role that offers purpose, progression, and a genuine work-life balance, we'd love to hear from you. Apply today or contact us now for further information. Interviews are taking place shortly, and opportunities offering a 4-day week with full-time pay are rare, so don't delay. Disclaimer In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.
Jun 30, 2026
Full time
Banking Administrator 4-day working week with full-time pay Great culture Banking Administrator - Tonbridge 4-Day Week £32,000 Exceptional Work-Life Balance Looking for a banking role where your accuracy, organisation, and customer focus make a real impact? An exciting opportunity has become available for a Banking Administrator to join a growing and values-led financial services organisation based in Tonbridge. Offering a genuine 4-day working week with full-time pay , this is an excellent opportunity for an experienced banking professional seeking both career development and a healthier work-life balance. About the role Working as part of a supportive and collaborative operations team, you will play a key role in the day-to-day administration of customer accounts and banking processes. This varied position offers exposure to multiple areas of banking operations, ensuring customers receive an efficient, compliant, and professional service at every stage. Key responsibilities will include: Processing customer applications and account openings, including AML and verification checks Managing account transactions, updates, and maintenance requests Responding to customer enquiries by telephone, email, and post Supporting account administration, including closures, maturities, reconciliations, and record maintenance Ensuring all documentation and audit trails are completed accurately Assisting with operational and administrative tasks across the wider team Maintaining compliance with internal procedures and regulatory requirements This is an excellent opportunity for someone looking to broaden their banking knowledge and develop their career within a respected financial services environment. What we are looking for The successful candidate will be highly organised, detail-focused, and committed to delivering exceptional customer service. Essential skills and experience: Previous banking experience is essential Strong administrative and data processing skills Excellent attention to detail and accuracy Confident communication skills, both written and verbal Ability to prioritise workloads and meet deadlines Good working knowledge of Microsoft Office, including Word, Excel, and Outlook A proactive, positive approach and willingness to support colleagues Desirable: Knowledge of AML/KYC procedures and compliance requirements What's in it for you This organisation is committed to creating a positive and rewarding working environment, offering an excellent range of benefits including: £32,000 salary 4-day working week (32 hours) with full-time pay Flexible working pattern with a designated day off Hybrid working available following successful completion of probation (minimum two office days per week) Generous annual leave entitlement plus bank holidays (pro rata) Pension scheme Private healthcare Life assurance Employee Assistance Programme Ongoing training and career development opportunities Friendly, supportive team culture and regular social events About the company This specialist financial services organisation has a strong social purpose, using customer deposits to support projects and initiatives that create positive change across the UK. Its work has helped fund organisations across sectors including housing, education, healthcare, and community development. With a collaborative culture and a genuine commitment to employee development, the business offers the opportunity to build a rewarding career while contributing to meaningful and impactful work. If you're an experienced banking professional looking for a role that offers purpose, progression, and a genuine work-life balance, we'd love to hear from you. Apply today or contact us now for further information. Interviews are taking place shortly, and opportunities offering a 4-day week with full-time pay are rare, so don't delay. Disclaimer In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.
IFA Administrator Location: Meriden Salary: Up to £30,000 Benefits: 8% Employer Pension Contribution, BUPA Private Healthcare, Free Parking The Opportunity Our client is a highly regarded and growing firm of Independent Financial Planners, currently seeking an experienced IFA Administrator to join their successful and expanding team. This is an excellent opportunity for an organised and proactive individual looking to further their career within a supportive and professional Wealth Management environment. The successful candidate will play a key role in supporting Financial Planners and delivering a first-class service to clients, with opportunities for ongoing training and professional development. Key Responsibilities Provide comprehensive administrative support to Financial Planners. Act as a key point of contact between Planners, Paraplanners, clients, and product providers. Manage and coordinate adviser diaries, appointments, and client reviews. Maintain accurate and up-to-date client records on back-office systems. Prepare client review packs and post-meeting documentation. Process Letters of Authority and obtain information from providers. Assist with the preparation of Suitability Letters following client meetings. Submit and monitor new business applications through to completion. Process a variety of financial planning transactions, including: ISA contributions Pension transfers Fund switches In-house DFM investments Liaise with clients and providers to ensure an efficient and professional service is maintained at all times. Skills & Experience A minimum of 3 years' experience within a Financial Planning, Wealth Management, or IFA environment. Strong understanding of pensions, investments, and protection products. Proficient in Microsoft Office applications. Excellent organisational skills with the ability to manage multiple tasks effectively. Strong attention to detail and accuracy. Excellent written and verbal communication skills. A proactive and professional approach to work. Ability to work independently while also contributing positively as part of a team. Qualifications GCSE English and Maths (Grade C/4 or above). Level 3 Financial Planning qualification (or working towards) would be advantageous, although not essential. Training & Development Our client is committed to supporting employee development and can offer: Support towards professional Financial Planning qualifications. Ongoing training and development. Exposure to a wide range of financial planning and wealth management services. Benefits Competitive salary of up to £30,000, dependent upon experience. 8% employer pension contribution. BUPA private healthcare. Free on-site parking. Supportive and collaborative working environment. Excellent long-term career prospects. This is a fantastic opportunity for an experienced Financial Planning Administrator seeking a new challenge with a forward-thinking and growing Wealth Management firm. To apply, please submit your CV to NJR Recruitment quoting reference NJR16776 . Due to the high volume of applications we receive, we may only be able to respond to candidates whose experience closely matches the requirements of the role.
Jun 30, 2026
Full time
IFA Administrator Location: Meriden Salary: Up to £30,000 Benefits: 8% Employer Pension Contribution, BUPA Private Healthcare, Free Parking The Opportunity Our client is a highly regarded and growing firm of Independent Financial Planners, currently seeking an experienced IFA Administrator to join their successful and expanding team. This is an excellent opportunity for an organised and proactive individual looking to further their career within a supportive and professional Wealth Management environment. The successful candidate will play a key role in supporting Financial Planners and delivering a first-class service to clients, with opportunities for ongoing training and professional development. Key Responsibilities Provide comprehensive administrative support to Financial Planners. Act as a key point of contact between Planners, Paraplanners, clients, and product providers. Manage and coordinate adviser diaries, appointments, and client reviews. Maintain accurate and up-to-date client records on back-office systems. Prepare client review packs and post-meeting documentation. Process Letters of Authority and obtain information from providers. Assist with the preparation of Suitability Letters following client meetings. Submit and monitor new business applications through to completion. Process a variety of financial planning transactions, including: ISA contributions Pension transfers Fund switches In-house DFM investments Liaise with clients and providers to ensure an efficient and professional service is maintained at all times. Skills & Experience A minimum of 3 years' experience within a Financial Planning, Wealth Management, or IFA environment. Strong understanding of pensions, investments, and protection products. Proficient in Microsoft Office applications. Excellent organisational skills with the ability to manage multiple tasks effectively. Strong attention to detail and accuracy. Excellent written and verbal communication skills. A proactive and professional approach to work. Ability to work independently while also contributing positively as part of a team. Qualifications GCSE English and Maths (Grade C/4 or above). Level 3 Financial Planning qualification (or working towards) would be advantageous, although not essential. Training & Development Our client is committed to supporting employee development and can offer: Support towards professional Financial Planning qualifications. Ongoing training and development. Exposure to a wide range of financial planning and wealth management services. Benefits Competitive salary of up to £30,000, dependent upon experience. 8% employer pension contribution. BUPA private healthcare. Free on-site parking. Supportive and collaborative working environment. Excellent long-term career prospects. This is a fantastic opportunity for an experienced Financial Planning Administrator seeking a new challenge with a forward-thinking and growing Wealth Management firm. To apply, please submit your CV to NJR Recruitment quoting reference NJR16776 . Due to the high volume of applications we receive, we may only be able to respond to candidates whose experience closely matches the requirements of the role.
Job Title: Finance Administrator Location: Eastbourne Job Type: Permanent, Full-Time (37.5 hours per week) Salary: Up to £30,000 per annum (dependent on experience) + benefits Our client is a well-established, independent firm of Chartered Accountants with offices across East Sussex. They provide a full range of accountancy, tax, and advisory services to SMEs, individuals, and specialist sectors. The Role Due to continued growth, the firm is looking to recruit a Finance Administrator to join their busy accounts and administration team. This is a varied, hands-on role suited to someone with strong administrative experience, good numerical ability, and excellent attention to detail. You will support a wide range of transactional finance, client administration, and office support tasks. Key Responsibilities You will be responsible for a broad mix of finance and administrative duties, including: Processing accounts payable, accounts receivable, and credit control Managing standing orders, cashbooks, and month-end transfers Supporting month-end processes including journals, accruals, and reporting Maintaining accurate records in accounting systems (Xero, Sage, QuickBooks) Managing client onboarding via Ignition, including payments and AML checks Updating office fees spreadsheets and completing monthly reconciliations Assisting with billing, payroll invoicing (outsourced), and ad hoc invoices Processing WIP write-offs, credit notes, and fee adjustments Handling incoming payments and petty cash reconciliation Supporting fee protection claims and client renewals Liaising with clients, suppliers, and internal teams to resolve queries Providing general admin support including diary management, reception cover, phones, scanning, and post handling Requirements Previous experience in a finance, accounts, or administrative role within a financial environment Strong numeracy skills (GCSE Maths or equivalent minimum) Excellent attention to detail and strong organisational skills Confident user of Microsoft Excel Experience using accounting systems such as Xero, Sage, or QuickBooks Strong communication skills and ability to work effectively as part of a team Comfortable handling a varied workload in a busy office environment Benefits Discretionary performance-related bonus Optional private medical insurance (post-probation) Optional NEST pension scheme 28 days holiday including bank holidays (increasing to 33 days with service) Office closure between Christmas and New Year Company social events across offices 10% of first-year fees for personally introduced clients (subject to terms) £750 referral bonus for introducing new team members (subject to conditions)
Jun 30, 2026
Full time
Job Title: Finance Administrator Location: Eastbourne Job Type: Permanent, Full-Time (37.5 hours per week) Salary: Up to £30,000 per annum (dependent on experience) + benefits Our client is a well-established, independent firm of Chartered Accountants with offices across East Sussex. They provide a full range of accountancy, tax, and advisory services to SMEs, individuals, and specialist sectors. The Role Due to continued growth, the firm is looking to recruit a Finance Administrator to join their busy accounts and administration team. This is a varied, hands-on role suited to someone with strong administrative experience, good numerical ability, and excellent attention to detail. You will support a wide range of transactional finance, client administration, and office support tasks. Key Responsibilities You will be responsible for a broad mix of finance and administrative duties, including: Processing accounts payable, accounts receivable, and credit control Managing standing orders, cashbooks, and month-end transfers Supporting month-end processes including journals, accruals, and reporting Maintaining accurate records in accounting systems (Xero, Sage, QuickBooks) Managing client onboarding via Ignition, including payments and AML checks Updating office fees spreadsheets and completing monthly reconciliations Assisting with billing, payroll invoicing (outsourced), and ad hoc invoices Processing WIP write-offs, credit notes, and fee adjustments Handling incoming payments and petty cash reconciliation Supporting fee protection claims and client renewals Liaising with clients, suppliers, and internal teams to resolve queries Providing general admin support including diary management, reception cover, phones, scanning, and post handling Requirements Previous experience in a finance, accounts, or administrative role within a financial environment Strong numeracy skills (GCSE Maths or equivalent minimum) Excellent attention to detail and strong organisational skills Confident user of Microsoft Excel Experience using accounting systems such as Xero, Sage, or QuickBooks Strong communication skills and ability to work effectively as part of a team Comfortable handling a varied workload in a busy office environment Benefits Discretionary performance-related bonus Optional private medical insurance (post-probation) Optional NEST pension scheme 28 days holiday including bank holidays (increasing to 33 days with service) Office closure between Christmas and New Year Company social events across offices 10% of first-year fees for personally introduced clients (subject to terms) £750 referral bonus for introducing new team members (subject to conditions)
Client Service Administrator - Financial Planning Location: Nottingham Salary: Full-Time Permanent NJR Recruitment is excited to be representing a well-established, independent financial planning firm in their search for a Client Service Co-ordinator. This is a fantastic opportunity for someone with financial planning admin experience who's passionate about delivering exceptional service to clients and working closely with financial advisers and paraplanners. Benefits: days holiday + bank holidays 2. Private Medical Insurance 3. Life Assurance 4. Income Protection 5. Company Pension Key Responsibilities: 1. Liaise with clients and providers via phone, email, and video 2. Support Financial Planners with day-to-day tasks and client file management 3. Book appointments, manage diaries, and prepare detailed meeting packs 4. Submit instructions to platforms and providers 5. Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office) 6. Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning Service What We're Looking For: 1. Previous experience in a financial planning admin or support role 2. Proficient in MS Office (Word, Excel, Teams, SharePoint) 3. Familiarity with Intelligent Office (IO) 4. Excellent organisational and communication skills 5. A proactive, team-oriented individual with strong attention to detail If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR 16779
Jun 30, 2026
Full time
Client Service Administrator - Financial Planning Location: Nottingham Salary: Full-Time Permanent NJR Recruitment is excited to be representing a well-established, independent financial planning firm in their search for a Client Service Co-ordinator. This is a fantastic opportunity for someone with financial planning admin experience who's passionate about delivering exceptional service to clients and working closely with financial advisers and paraplanners. Benefits: days holiday + bank holidays 2. Private Medical Insurance 3. Life Assurance 4. Income Protection 5. Company Pension Key Responsibilities: 1. Liaise with clients and providers via phone, email, and video 2. Support Financial Planners with day-to-day tasks and client file management 3. Book appointments, manage diaries, and prepare detailed meeting packs 4. Submit instructions to platforms and providers 5. Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office) 6. Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning Service What We're Looking For: 1. Previous experience in a financial planning admin or support role 2. Proficient in MS Office (Word, Excel, Teams, SharePoint) 3. Familiarity with Intelligent Office (IO) 4. Excellent organisational and communication skills 5. A proactive, team-oriented individual with strong attention to detail If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR 16779
Do you have administration experience in the logistics sector? Are you looking to join a reputable company where you can develop and grow? We are looking for a full-time Stock Administrator to join our Medway team at Segen . You will be working 37.5 hours a week, Monday to Friday, 14:00 - 22:00. Pay, benefits and more: An annual salary of £28,684.03 25 days holiday pay, plus 8 bank holidays Workplace pension Access to our Hapi App platform, offering a variety of high street discounts, a cycle to work scheme, cashback cards, a saving scheme and much more! Opportunities for career development and progression, as well as training enrichment and multiskilling, in a dynamic working environment What you'll do on a typical day: Ensure accurate stock control through cycle counting and investigation of discrepancies Support warehouse operations by resolving stock and picking issues efficiently Maintain clear communications with customers and internal teams on stock updates Adhere to all Health & Safety and company procedures at all times Manage stock loss and assist with audits, damage control and corrective actions Contribute to continuous improvement projects and meet stock- related KPIs What you need to succeed at GXO: Experience in warehouse/ stock administration is essential Ability to work to deadlines A strong 'Can Do' attitude to succeed in a demanding environment Outstanding communication skills, both written and verbal Excellent PC skills, including Microsoft applications Good customer service skills We engineer faster, smarter, leaner supply chains GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work. GXO is an equal opportunity employer. We celebrate, support and thrive on diversity and are committed to creating an inclusive environment for all employees. We believe that diversity and inclusion in our business is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. We are an Armed Forces friendly organisation and Disability Confident Leader as part of the Disability Confident Scheme (GIS) and actively welcome applications from people with disabilities. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement
Jun 30, 2026
Full time
Do you have administration experience in the logistics sector? Are you looking to join a reputable company where you can develop and grow? We are looking for a full-time Stock Administrator to join our Medway team at Segen . You will be working 37.5 hours a week, Monday to Friday, 14:00 - 22:00. Pay, benefits and more: An annual salary of £28,684.03 25 days holiday pay, plus 8 bank holidays Workplace pension Access to our Hapi App platform, offering a variety of high street discounts, a cycle to work scheme, cashback cards, a saving scheme and much more! Opportunities for career development and progression, as well as training enrichment and multiskilling, in a dynamic working environment What you'll do on a typical day: Ensure accurate stock control through cycle counting and investigation of discrepancies Support warehouse operations by resolving stock and picking issues efficiently Maintain clear communications with customers and internal teams on stock updates Adhere to all Health & Safety and company procedures at all times Manage stock loss and assist with audits, damage control and corrective actions Contribute to continuous improvement projects and meet stock- related KPIs What you need to succeed at GXO: Experience in warehouse/ stock administration is essential Ability to work to deadlines A strong 'Can Do' attitude to succeed in a demanding environment Outstanding communication skills, both written and verbal Excellent PC skills, including Microsoft applications Good customer service skills We engineer faster, smarter, leaner supply chains GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work. GXO is an equal opportunity employer. We celebrate, support and thrive on diversity and are committed to creating an inclusive environment for all employees. We believe that diversity and inclusion in our business is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. We are an Armed Forces friendly organisation and Disability Confident Leader as part of the Disability Confident Scheme (GIS) and actively welcome applications from people with disabilities. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement
Our client, a well established an already established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts across a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package.
Jun 30, 2026
Full time
Our client, a well established an already established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts across a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package.
One of our Milton Keynes based Clients require a Finance orientated individual to join their Finance team, initially on a Temporary basis, with a view to being made permanent by the end of the year. Reconciling and processing contributions for Investment and Disinvestment. Liaising with schemes regarding actions required to maintain member's pensions funds. Compiling monthly reports for regulatory purposes. Creating statements of accounts and answering other queries. Providing excellent service to the pension scheme employers and members, through accurate, timely and empathetic contact, via phone and email. Requirements: Previous experience of working in a financial or accounts related environment. Good communication skills with the ability to liaise with people at all levels. Excellent organisational skills to manage various tasks while achieving SLAs. Strong general computer skills, comfortable with MS Office (especially Excel). Excellent attention to detail. Working Monday to Friday, 9-5 with one hour for lunch (office based).
Jun 30, 2026
Contractor
One of our Milton Keynes based Clients require a Finance orientated individual to join their Finance team, initially on a Temporary basis, with a view to being made permanent by the end of the year. Reconciling and processing contributions for Investment and Disinvestment. Liaising with schemes regarding actions required to maintain member's pensions funds. Compiling monthly reports for regulatory purposes. Creating statements of accounts and answering other queries. Providing excellent service to the pension scheme employers and members, through accurate, timely and empathetic contact, via phone and email. Requirements: Previous experience of working in a financial or accounts related environment. Good communication skills with the ability to liaise with people at all levels. Excellent organisational skills to manage various tasks while achieving SLAs. Strong general computer skills, comfortable with MS Office (especially Excel). Excellent attention to detail. Working Monday to Friday, 9-5 with one hour for lunch (office based).
Quality Administrator Uxbridge £25,000 to £28,000 per annum A lovely opportunity has arisen for a Quality Administrator to join a long standing, family run business based in the Uxbridge area. If you have some previous quality administration experience and are looking for a new role within a business that will encourage growth and development, this could be the ideal next step for you. What's in it for you? 25 days holiday plus Bank Holidays Birthday off every year Lovely working hours - Mon - Thu Fri - plus one half day on a Friday per month Company pension Life assurance scheme Annual numeration review Regular social activities across the business Hybrid working available after passing your probation period Role requirements: To investigate and resolve client complaints and non-conformances To conduct internal quality audits Supporting preparation for the annual ISO audit Liaising with other internal departments and advising on supplier issues Updating quality procedures in line with process changes To complete general administration duties including scanning in supplier certificates and other important documentation Checking orders and raising credit notes Reviewing contracts Sending out client reviews and questionnaires Previous experience and skills required: Strong communication skills Proficient with Microsoft Office, particularly Outlook, Word and Excel Excellent attention to detail and organisational/planning skills. Experience of working with Quality management systems such as ISO 9001/AS9102 What You Need to Do Now: If this sounds like the role for you, don't wait - apply today with your up-to-date CV! If it's not quite right for you but you know someone perfect, refer them to us and receive a £100 voucher when they're placed and pass their probation period (terms apply). Visit our website to read more about our Double the Reward scheme in our blog. Due to the high number of applications, if you have not heard from us within 48 hours, please assume your application has been unsuccessful. A little more about us: We are Top Flight Recruitment Ltd (trading as Uxbridge Employment Agency and Windsor Employment Agency), and act as an Employment Agency when advertising permanent roles and as an Employment Business when advertising temporary or contract roles. All vacancies are advertised with written instruction from our clients. Where salaries or rates of pay are quoted, the nature of the work, location, and minimum experience, training or qualifications required are stated within the advert. We never charge fees to work-seekers, and all recruitment is carried out in line with the Conduct of Employment Agencies and Employment Businesses Regulations 2003. We take your privacy seriously. Please see our website for our full Data Privacy Notice.
Jun 30, 2026
Full time
Quality Administrator Uxbridge £25,000 to £28,000 per annum A lovely opportunity has arisen for a Quality Administrator to join a long standing, family run business based in the Uxbridge area. If you have some previous quality administration experience and are looking for a new role within a business that will encourage growth and development, this could be the ideal next step for you. What's in it for you? 25 days holiday plus Bank Holidays Birthday off every year Lovely working hours - Mon - Thu Fri - plus one half day on a Friday per month Company pension Life assurance scheme Annual numeration review Regular social activities across the business Hybrid working available after passing your probation period Role requirements: To investigate and resolve client complaints and non-conformances To conduct internal quality audits Supporting preparation for the annual ISO audit Liaising with other internal departments and advising on supplier issues Updating quality procedures in line with process changes To complete general administration duties including scanning in supplier certificates and other important documentation Checking orders and raising credit notes Reviewing contracts Sending out client reviews and questionnaires Previous experience and skills required: Strong communication skills Proficient with Microsoft Office, particularly Outlook, Word and Excel Excellent attention to detail and organisational/planning skills. Experience of working with Quality management systems such as ISO 9001/AS9102 What You Need to Do Now: If this sounds like the role for you, don't wait - apply today with your up-to-date CV! If it's not quite right for you but you know someone perfect, refer them to us and receive a £100 voucher when they're placed and pass their probation period (terms apply). Visit our website to read more about our Double the Reward scheme in our blog. Due to the high number of applications, if you have not heard from us within 48 hours, please assume your application has been unsuccessful. A little more about us: We are Top Flight Recruitment Ltd (trading as Uxbridge Employment Agency and Windsor Employment Agency), and act as an Employment Agency when advertising permanent roles and as an Employment Business when advertising temporary or contract roles. All vacancies are advertised with written instruction from our clients. Where salaries or rates of pay are quoted, the nature of the work, location, and minimum experience, training or qualifications required are stated within the advert. We never charge fees to work-seekers, and all recruitment is carried out in line with the Conduct of Employment Agencies and Employment Businesses Regulations 2003. We take your privacy seriously. Please see our website for our full Data Privacy Notice.
A 1st class position has just been created within a successful and extremely friendly Wealth and Asset Manager based in Essex. Working largely from the offices the role encompasses a full range of technical support administration and suitability report writing. Duties Include: Administration of a full range of Private client Pension and Investment products. Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients. Assisting in the training of new staff, sharing knowledge and best practices in support. Conducting comprehensive research on financial products to support planners in making informed recommendations. Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives. Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy. Participating in professional development opportunities to stay abreast of industry trends and regulations. Maintaining meticulous records of client interactions and financial recommendations, upholding data protection laws. Daily use of Provider Platforms and back office systems. The role offers a very competitive salary and range of benefits and is available immediately.
Jun 30, 2026
Full time
A 1st class position has just been created within a successful and extremely friendly Wealth and Asset Manager based in Essex. Working largely from the offices the role encompasses a full range of technical support administration and suitability report writing. Duties Include: Administration of a full range of Private client Pension and Investment products. Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients. Assisting in the training of new staff, sharing knowledge and best practices in support. Conducting comprehensive research on financial products to support planners in making informed recommendations. Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives. Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy. Participating in professional development opportunities to stay abreast of industry trends and regulations. Maintaining meticulous records of client interactions and financial recommendations, upholding data protection laws. Daily use of Provider Platforms and back office systems. The role offers a very competitive salary and range of benefits and is available immediately.
A 1st class position support has just been created within a successful and extremely friendly Wealth and Asset Manager based in Hertfordshire. This would suit an individual with at least 12 month Investment or IFA Administration experience. Working largely from the offices ( with some flexibility for hybrid working) the role encompasses a full range of technical support administration and suitability report writing. Duties Include: Administration of a full range of Private client Pension and Investment products. Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients. Assisting in the training of new staff, sharing knowledge and best practices in support. Conducting comprehensive research on financial products to support planners in making informed recommendations. Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives. Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy. Daily use of Provider Platforms and back office systems. The role offers a very competitive salary and range of benefits and is available immediately.
Jun 30, 2026
Full time
A 1st class position support has just been created within a successful and extremely friendly Wealth and Asset Manager based in Hertfordshire. This would suit an individual with at least 12 month Investment or IFA Administration experience. Working largely from the offices ( with some flexibility for hybrid working) the role encompasses a full range of technical support administration and suitability report writing. Duties Include: Administration of a full range of Private client Pension and Investment products. Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients. Assisting in the training of new staff, sharing knowledge and best practices in support. Conducting comprehensive research on financial products to support planners in making informed recommendations. Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives. Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy. Daily use of Provider Platforms and back office systems. The role offers a very competitive salary and range of benefits and is available immediately.
Full Time, Up to £32,000 Taunton Hybrid working (3 days in office) This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business. If you enjoy keeping things organised, supporting advisers and paraplanners, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. The Role Working as a Client Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service. This is a broad and hands on role. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings. You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous experience within financial services and in a client focused administration role will be important, along with strong organisational skills, good communication and the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed. The Benefits Competitive salary depending on experience Hybrid working with 3 days in the office Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process.
Jun 30, 2026
Full time
Full Time, Up to £32,000 Taunton Hybrid working (3 days in office) This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business. If you enjoy keeping things organised, supporting advisers and paraplanners, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. The Role Working as a Client Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service. This is a broad and hands on role. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings. You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous experience within financial services and in a client focused administration role will be important, along with strong organisational skills, good communication and the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed. The Benefits Competitive salary depending on experience Hybrid working with 3 days in the office Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process.
We currently have an exclusive role for an experienced Senior Pension Administrator to join an In House pension team to predominantly work on the Company's closed Defined Benefit (DB) scheme, with the opportunity to also get involved on the DC scheme including engagement with current employees as part of their general retirement planning journey. This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. This role would suit someone who enjoys a mix of operational delivery, technical problem-solving, and contributing to broader scheme projects. Main duties To play a key role in delivering accurate, timely, and compliant pension administration services to DB members. Handle a varied workload that combines day-to-day operations with more complex technical work, pensioner payroll, project support and end to end scheme events such as pensions increase. Quality checking of casework completed by the team to ensure it meets high standards and is delivered in line with agreed Service Level Agreements (SLAs) Processing the monthly pensioner payroll, including associated reconciliations and payments Managing the annual pension increase exercise end-to-end Assisting with other annual and triennial projects What We're Looking For: Significant experience in Defined Benefit pension administration and an understanding of Defined Contribution Schemes. Strong technical knowledge of DB schemes, including benefit calculations and annual exercises. Pensioner payroll experience ideal although full training can be provided to successful candidate. Proven ability to handle complex cases and provide quality assurance / peer review on colleagues' work. Excellent attention to detail and a proactive approach to meeting SLAs and deadlines. What's in it for you? This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. There are opportunities to take an active role within various committees and employee engagement sessions as well as to develop skills in relation to governance and risk management. You will also be offered a Competitive salary Holiday entitlement and Generous Pension Scheme Please quote 52427 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.
Jun 30, 2026
Full time
We currently have an exclusive role for an experienced Senior Pension Administrator to join an In House pension team to predominantly work on the Company's closed Defined Benefit (DB) scheme, with the opportunity to also get involved on the DC scheme including engagement with current employees as part of their general retirement planning journey. This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. This role would suit someone who enjoys a mix of operational delivery, technical problem-solving, and contributing to broader scheme projects. Main duties To play a key role in delivering accurate, timely, and compliant pension administration services to DB members. Handle a varied workload that combines day-to-day operations with more complex technical work, pensioner payroll, project support and end to end scheme events such as pensions increase. Quality checking of casework completed by the team to ensure it meets high standards and is delivered in line with agreed Service Level Agreements (SLAs) Processing the monthly pensioner payroll, including associated reconciliations and payments Managing the annual pension increase exercise end-to-end Assisting with other annual and triennial projects What We're Looking For: Significant experience in Defined Benefit pension administration and an understanding of Defined Contribution Schemes. Strong technical knowledge of DB schemes, including benefit calculations and annual exercises. Pensioner payroll experience ideal although full training can be provided to successful candidate. Proven ability to handle complex cases and provide quality assurance / peer review on colleagues' work. Excellent attention to detail and a proactive approach to meeting SLAs and deadlines. What's in it for you? This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. There are opportunities to take an active role within various committees and employee engagement sessions as well as to develop skills in relation to governance and risk management. You will also be offered a Competitive salary Holiday entitlement and Generous Pension Scheme Please quote 52427 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.
Idex Consulting are seeking an experienced Senior Pensions Administrator to join a growing pensions team, taking responsibility for the day-to-day administration of Defined Benefit (DB) pension schemes while supporting and mentoring junior colleagues. Key Responsibilities Manage the day-to-day administration of DB schemes. Perform and review complex benefit calculations. Act as a key contact for members, trustees, and advisers. Review and check the work of junior team members. Support scheme projects, including GMP reconciliations and wind-ups. Ensure service standards and deadlines are consistently met. Essential Experience Proven DB pensions administration experience. Strong knowledge of UK pensions legislation and scheme rules. Experience handling complex calculations and cases. Desirable Experience attending trustee or client meetings. Mentoring or coaching experience. Involvement in business development or client pitches. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Jun 30, 2026
Full time
Idex Consulting are seeking an experienced Senior Pensions Administrator to join a growing pensions team, taking responsibility for the day-to-day administration of Defined Benefit (DB) pension schemes while supporting and mentoring junior colleagues. Key Responsibilities Manage the day-to-day administration of DB schemes. Perform and review complex benefit calculations. Act as a key contact for members, trustees, and advisers. Review and check the work of junior team members. Support scheme projects, including GMP reconciliations and wind-ups. Ensure service standards and deadlines are consistently met. Essential Experience Proven DB pensions administration experience. Strong knowledge of UK pensions legislation and scheme rules. Experience handling complex calculations and cases. Desirable Experience attending trustee or client meetings. Mentoring or coaching experience. Involvement in business development or client pitches. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
