Senior Pensions Administrator At the heart of every pension scheme are its members. That's why our client combine outstanding customer service with technical expertise, robust quality controls, and a supportive team culture. We're now looking for a DB Pensions Administrator to join their growing administration team and help deliver a first-class service to our clients and their members. This role is ideal for someone with existing DB pensions experience who is keen to develop their career within a professional, forward-thinking organisation. The Role As a DB Pensions Administrator, you'll be responsible for delivering accurate, timely, and customer-focused pension administration services across a portfolio of schemes. Your responsibilities will include: Managing a wide range of DB administration activities, including leavers, retirements, transfers (in and out), and deaths Updating pension administration systems and databases accurately Logging, scanning, and managing post and correspondence Handling internal and external telephone and written enquiries professionally Running automated system calculations and completing manual benefit calculations where required Producing customer correspondence to draft or final letter standards using electronic document management systems Monitoring procedural developments and supporting the implementation of changes Returning original documentation and certificates to members securely Amending and, with experience, checking non-financial transactions such as changes of address Developing knowledge of assigned clients and their pension schemes Supporting project work and wider team initiatives Providing informal mentoring and support to junior team members Working collaboratively with internal and external teams (e.g. Payroll, Accounts, Admin Support) Accurately recording time and meeting utilisation targets Contributing to non-client activities such as training, technical committees, and events About You Essential experience and skills: Proven experience in Defined Benefits (DB) pensions administration, covering leavers, retirements, deaths, and transfers Strong numerical aptitude, demonstrated through work experience or qualifications IT-confident, particularly in Microsoft Word, Excel, and Outlook Highly organised with excellent planning and prioritisation skills Able to manage multiple tasks and meet deadlines Accurate, detail-focused, and quality-driven Strong written and verbal communication skills Benefits on offer Competitive salary and annual discretionary bonus 25 days' holiday, with buy/sell flexibility Pension contribution matching Healthcare plans, life assurance, and retailer discounts Flexible benefits scheme, employee assistance programme, and digital GP service Paid volunteering days and opportunities to take part in community initiatives Employee referral bonus for introducing successful candidates A supportive environment that encourages learning, development, and career progression
Jun 30, 2026
Full time
Senior Pensions Administrator At the heart of every pension scheme are its members. That's why our client combine outstanding customer service with technical expertise, robust quality controls, and a supportive team culture. We're now looking for a DB Pensions Administrator to join their growing administration team and help deliver a first-class service to our clients and their members. This role is ideal for someone with existing DB pensions experience who is keen to develop their career within a professional, forward-thinking organisation. The Role As a DB Pensions Administrator, you'll be responsible for delivering accurate, timely, and customer-focused pension administration services across a portfolio of schemes. Your responsibilities will include: Managing a wide range of DB administration activities, including leavers, retirements, transfers (in and out), and deaths Updating pension administration systems and databases accurately Logging, scanning, and managing post and correspondence Handling internal and external telephone and written enquiries professionally Running automated system calculations and completing manual benefit calculations where required Producing customer correspondence to draft or final letter standards using electronic document management systems Monitoring procedural developments and supporting the implementation of changes Returning original documentation and certificates to members securely Amending and, with experience, checking non-financial transactions such as changes of address Developing knowledge of assigned clients and their pension schemes Supporting project work and wider team initiatives Providing informal mentoring and support to junior team members Working collaboratively with internal and external teams (e.g. Payroll, Accounts, Admin Support) Accurately recording time and meeting utilisation targets Contributing to non-client activities such as training, technical committees, and events About You Essential experience and skills: Proven experience in Defined Benefits (DB) pensions administration, covering leavers, retirements, deaths, and transfers Strong numerical aptitude, demonstrated through work experience or qualifications IT-confident, particularly in Microsoft Word, Excel, and Outlook Highly organised with excellent planning and prioritisation skills Able to manage multiple tasks and meet deadlines Accurate, detail-focused, and quality-driven Strong written and verbal communication skills Benefits on offer Competitive salary and annual discretionary bonus 25 days' holiday, with buy/sell flexibility Pension contribution matching Healthcare plans, life assurance, and retailer discounts Flexible benefits scheme, employee assistance programme, and digital GP service Paid volunteering days and opportunities to take part in community initiatives Employee referral bonus for introducing successful candidates A supportive environment that encourages learning, development, and career progression
Senior Administrator East Grinstead - with parking available nearby (approx £5 per day) - also around a 15 minute walk from the train station. Workplace is a town centre based location with plenty of bus options available from nearby towns. Full time permanent role - Monday-Thursday (Apply online only), with a 1700 finish on Friday's. Office based role. Working in superb newly refurbished office. Salary £28000 - £32000 with extensive all round company / staff benefits. Good pensions scheme with employer contributions (3%), Employee Assistance Programme (mental health & wellbeing), Study support & development opportunities plus more We are very pleased to be partnered with our modern and progressive financial services / legal based client as they seek to recruit a Senior Administrator to join their friendly and welcoming team in central East Grinstead The role - Senior Administrator My client is seeking an experienced Administrator to play a key role in keeping business operations running smoothly. This is a hands-on position where you ll oversee day-to-day admin activity, support senior leadership, and supervise a junior team member ensuring high standards, efficiency, and excellent service delivery across the business. Duties will include: Oversee daily administrative operations and ensure smooth outputs. Manage a Junior Administrator, reviewing workload and performance Co-ordinate multiple priorities, ensuring deadlines and SLAs are consistently met Provide administrative support to senior leadership Manage diaries, scheduling, meetings, and travel arrangements Support investigations and ad hoc projects Maintain accurate records and improve internal systems Assist with onboarding new employees and general team co-ordination Monitor office resources, rota planning, and departmental coverage Build strong working relationships across teams and stakeholders Experience, competencies and knowledge required: Good experience within an administrative / office based role Background within professional services / healthcare / financial services sector desirable (not essential) Highly organised with the ability to prioritise and manage multiple tasks Strong communicator confident working with stakeholders at all level High attention to detail with strong problem-solving skills Very good IT skills, including Microsoft 365, Outlook, and Windows For more information regarding this new and exciting Senior Administrator opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
Jun 27, 2026
Full time
Senior Administrator East Grinstead - with parking available nearby (approx £5 per day) - also around a 15 minute walk from the train station. Workplace is a town centre based location with plenty of bus options available from nearby towns. Full time permanent role - Monday-Thursday (Apply online only), with a 1700 finish on Friday's. Office based role. Working in superb newly refurbished office. Salary £28000 - £32000 with extensive all round company / staff benefits. Good pensions scheme with employer contributions (3%), Employee Assistance Programme (mental health & wellbeing), Study support & development opportunities plus more We are very pleased to be partnered with our modern and progressive financial services / legal based client as they seek to recruit a Senior Administrator to join their friendly and welcoming team in central East Grinstead The role - Senior Administrator My client is seeking an experienced Administrator to play a key role in keeping business operations running smoothly. This is a hands-on position where you ll oversee day-to-day admin activity, support senior leadership, and supervise a junior team member ensuring high standards, efficiency, and excellent service delivery across the business. Duties will include: Oversee daily administrative operations and ensure smooth outputs. Manage a Junior Administrator, reviewing workload and performance Co-ordinate multiple priorities, ensuring deadlines and SLAs are consistently met Provide administrative support to senior leadership Manage diaries, scheduling, meetings, and travel arrangements Support investigations and ad hoc projects Maintain accurate records and improve internal systems Assist with onboarding new employees and general team co-ordination Monitor office resources, rota planning, and departmental coverage Build strong working relationships across teams and stakeholders Experience, competencies and knowledge required: Good experience within an administrative / office based role Background within professional services / healthcare / financial services sector desirable (not essential) Highly organised with the ability to prioritise and manage multiple tasks Strong communicator confident working with stakeholders at all level High attention to detail with strong problem-solving skills Very good IT skills, including Microsoft 365, Outlook, and Windows For more information regarding this new and exciting Senior Administrator opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
We are seeking a detail-oriented and proactive Financial Planning Administrator to join a well-established financial planning team in Nottingham. This role focuses on delivering high-quality administrative, technical, and back-office support to ensure a smooth and compliant service for clients, while providing opportunities to develop knowledge and experience in financial planning. The role also involves supporting and training Junior Administrators within the team. Key Responsibilities: Submit new business applications and manage them through to completion, resolving any issues and keeping advisers updated. Liaise with product providers to obtain valuations, quotes, and other information for advisers. Prepare annual review letters and other client communications. Process protection applications, bereavement claims, bond assignments, and surrenders, ensuring timely follow-up. Perform fee reconciliation and resolve discrepancies. Run reports to ensure adviser payments are accurate and on time. Maintain internal logs and back-office records, including DB Transfer Log and Letters of Authority. Professionally respond to client queries via telephone and email. Manage meeting room bookings, incoming/outgoing post, and document preparation. Support the wider support team, providing assistance and training where required. Ensure all tasks comply with company policies, procedures, and regulatory requirements. Continuously build knowledge and experience in financial planning processes and industry standards. Undertake reasonable ad-hoc tasks as required. Requirements Strong understanding of financial planning processes and compliance requirements. Proficient in Microsoft Office applications. Excellent organisational skills, with the ability to prioritise and work independently. Clear and concise written and verbal communication skills. High attention to detail and accuracy. Strong interpersonal skills and a team-oriented approach. Flexible, adaptable, and able to manage multiple tasks simultaneously.
Jun 27, 2026
Full time
We are seeking a detail-oriented and proactive Financial Planning Administrator to join a well-established financial planning team in Nottingham. This role focuses on delivering high-quality administrative, technical, and back-office support to ensure a smooth and compliant service for clients, while providing opportunities to develop knowledge and experience in financial planning. The role also involves supporting and training Junior Administrators within the team. Key Responsibilities: Submit new business applications and manage them through to completion, resolving any issues and keeping advisers updated. Liaise with product providers to obtain valuations, quotes, and other information for advisers. Prepare annual review letters and other client communications. Process protection applications, bereavement claims, bond assignments, and surrenders, ensuring timely follow-up. Perform fee reconciliation and resolve discrepancies. Run reports to ensure adviser payments are accurate and on time. Maintain internal logs and back-office records, including DB Transfer Log and Letters of Authority. Professionally respond to client queries via telephone and email. Manage meeting room bookings, incoming/outgoing post, and document preparation. Support the wider support team, providing assistance and training where required. Ensure all tasks comply with company policies, procedures, and regulatory requirements. Continuously build knowledge and experience in financial planning processes and industry standards. Undertake reasonable ad-hoc tasks as required. Requirements Strong understanding of financial planning processes and compliance requirements. Proficient in Microsoft Office applications. Excellent organisational skills, with the ability to prioritise and work independently. Clear and concise written and verbal communication skills. High attention to detail and accuracy. Strong interpersonal skills and a team-oriented approach. Flexible, adaptable, and able to manage multiple tasks simultaneously.
Job Title: Level 3 Business Administrator Apprentice (Careers) Location: Birmingham Salary: £16,021 per annum (increasing to National Living Wage following 12 months in post) Job type: Full time, Fixed term for 24 months UCB is an equal opportunities employer. We are TEF rated Silver, with a Good Ofsted rating. The Role: Are you an organised, friendly individual who enjoys helping others and wants to build a career in administration or student support? This exciting opportunity offers hands-on experience within a dynamic and supportive university careers team that supports students across Further Education (FE), Higher Education (HE), and Sixth Form provision. As a Business Administrator Apprentice, you'll play a key role in supporting day-to-day operations and events, assisting students with basic careers queries, and ensuring the smooth delivery of services. You'll gain valuable experience while working towards a nationally recognised qualification. This role is ideal for someone with a genuine interest in student services, education, or administration-and a willingness to learn and grow in a busy, people-focused environment. Key Responsibilities Conduct CV checks and support the delivery of CV clinics Review and provide feedback on UCAS personal statements and applications Assist with drop-in sessions, answering straightforward careers-related enquiries Help develop and maintain careers resources (online and print) Support the planning and delivery of events, including booking rooms and promoting activities Maintain accurate records and assist with data entry and reporting Perform general administrative tasks such as managing shared inboxes, booking appointments, and updating spreadsheets Communicate professionally with staff, students, and external partners What We're Looking For A strong interest in careers, education, or student support Good written and verbal communication skills Confidence using Microsoft Office (Word, Excel, Outlook) Organised, reliable, and detail-oriented Friendly and professional attitude Willingness to learn and commit to the full apprenticeship programme What We Offer Full training and support throughout your apprenticeship Opportunity to gain a Level 3 qualification in Business Administration Experience working in a professional, student-focused team A chance to make a real impact on the student experience Benefits: Generous allocation of annual leave 29 days' paid leave per year 12 Bank Holidays & Concessionary Days Excellent Local Government Pension Scheme Employer Contributions - 20.9% Subsidised private healthcare provided by Aviva including a Digital GP Service. Employee Assistance Programme inclusive of counselling services, financial wellbeing support and bereavement support Annual health MOTs with our Registered Nurse Excellent staff development opportunities including professional qualification sponsorship A variety of salary sacrifice schemes including technology and cycle. Heavily-subsidised on-site car parking in central Birmingham Free on-site gym membership Extra Information: All applicants for employment at the University will be expected to undertake an Enhanced Check with the Disclosure and Barring Service prior to commencement. All applicants for employment at the University will be expected to demonstrate an understanding of the principles of Safeguarding and the PREVENT agenda in the context of further and higher education Closing Date - 5th July 2026 Interview Date - 16th July 2026 The University is an equal opportunities employer. Please click APPLY to be redirected to our website to complete an application form. Candidates with the experience or relevant job titles of: Administrator, Office Administration Assistant, Office Coordinator, Admin Assistant, Junior administrator, Business Administrator, Office Assistant, Office Coordinator, Operations Administrator will also be considered for this role.
Jun 27, 2026
Contractor
Job Title: Level 3 Business Administrator Apprentice (Careers) Location: Birmingham Salary: £16,021 per annum (increasing to National Living Wage following 12 months in post) Job type: Full time, Fixed term for 24 months UCB is an equal opportunities employer. We are TEF rated Silver, with a Good Ofsted rating. The Role: Are you an organised, friendly individual who enjoys helping others and wants to build a career in administration or student support? This exciting opportunity offers hands-on experience within a dynamic and supportive university careers team that supports students across Further Education (FE), Higher Education (HE), and Sixth Form provision. As a Business Administrator Apprentice, you'll play a key role in supporting day-to-day operations and events, assisting students with basic careers queries, and ensuring the smooth delivery of services. You'll gain valuable experience while working towards a nationally recognised qualification. This role is ideal for someone with a genuine interest in student services, education, or administration-and a willingness to learn and grow in a busy, people-focused environment. Key Responsibilities Conduct CV checks and support the delivery of CV clinics Review and provide feedback on UCAS personal statements and applications Assist with drop-in sessions, answering straightforward careers-related enquiries Help develop and maintain careers resources (online and print) Support the planning and delivery of events, including booking rooms and promoting activities Maintain accurate records and assist with data entry and reporting Perform general administrative tasks such as managing shared inboxes, booking appointments, and updating spreadsheets Communicate professionally with staff, students, and external partners What We're Looking For A strong interest in careers, education, or student support Good written and verbal communication skills Confidence using Microsoft Office (Word, Excel, Outlook) Organised, reliable, and detail-oriented Friendly and professional attitude Willingness to learn and commit to the full apprenticeship programme What We Offer Full training and support throughout your apprenticeship Opportunity to gain a Level 3 qualification in Business Administration Experience working in a professional, student-focused team A chance to make a real impact on the student experience Benefits: Generous allocation of annual leave 29 days' paid leave per year 12 Bank Holidays & Concessionary Days Excellent Local Government Pension Scheme Employer Contributions - 20.9% Subsidised private healthcare provided by Aviva including a Digital GP Service. Employee Assistance Programme inclusive of counselling services, financial wellbeing support and bereavement support Annual health MOTs with our Registered Nurse Excellent staff development opportunities including professional qualification sponsorship A variety of salary sacrifice schemes including technology and cycle. Heavily-subsidised on-site car parking in central Birmingham Free on-site gym membership Extra Information: All applicants for employment at the University will be expected to undertake an Enhanced Check with the Disclosure and Barring Service prior to commencement. All applicants for employment at the University will be expected to demonstrate an understanding of the principles of Safeguarding and the PREVENT agenda in the context of further and higher education Closing Date - 5th July 2026 Interview Date - 16th July 2026 The University is an equal opportunities employer. Please click APPLY to be redirected to our website to complete an application form. Candidates with the experience or relevant job titles of: Administrator, Office Administration Assistant, Office Coordinator, Admin Assistant, Junior administrator, Business Administrator, Office Assistant, Office Coordinator, Operations Administrator will also be considered for this role.
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Jun 24, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
Jun 24, 2026
Full time
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Assistant Team Leader - Loans Administration Contract Until March 2026 London Up to £460 Umbrella/day A leading financial services institution is seeking an Assistant Team Leader within their Loans Administration team . This role is ideal for someone with a strong background in Loan Agency operations who thrives in a fast-paced, high-control environment. Key Responsibilities: Act as Facility Agent for daily loan processing across EMEA Ensure Agency and bilateral loan transactions are processed accurately and on time Oversee fee processing, reconciliations, and loan reporting under 4-eye control Supervise Loans Administrators, offering guidance and training where required Liaise daily with Treasury, Front Office, and external counterparties to manage settlements and funding Support leadership in process improvements, system testing, and operational planning Skills & Experience: Solid understanding of Loans Administration Agency responsibilities Knowledge of SWIFT payments , loan documentation, and funding mechanisms Strong communication skills and ability to engage stakeholders at all levels Detail-oriented with proven ability to meet deadlines under pressure Experience providing guidance to junior staff This is a London-based role (Canary Wharf) with hybrid working) with an initial contract running until March 2026 , offering up to £460/day (Umbrella) .
Oct 08, 2025
Full time
Assistant Team Leader - Loans Administration Contract Until March 2026 London Up to £460 Umbrella/day A leading financial services institution is seeking an Assistant Team Leader within their Loans Administration team . This role is ideal for someone with a strong background in Loan Agency operations who thrives in a fast-paced, high-control environment. Key Responsibilities: Act as Facility Agent for daily loan processing across EMEA Ensure Agency and bilateral loan transactions are processed accurately and on time Oversee fee processing, reconciliations, and loan reporting under 4-eye control Supervise Loans Administrators, offering guidance and training where required Liaise daily with Treasury, Front Office, and external counterparties to manage settlements and funding Support leadership in process improvements, system testing, and operational planning Skills & Experience: Solid understanding of Loans Administration Agency responsibilities Knowledge of SWIFT payments , loan documentation, and funding mechanisms Strong communication skills and ability to engage stakeholders at all levels Detail-oriented with proven ability to meet deadlines under pressure Experience providing guidance to junior staff This is a London-based role (Canary Wharf) with hybrid working) with an initial contract running until March 2026 , offering up to £460/day (Umbrella) .
Property Manager Working from 9.00am (you will be expected to arrive in the office by 8.45am) to 6.00pm Monday to Friday. You would be expected to be able to manage 180 properties efficiently and manage a Junior Property Manager. You should be working within Residential Property Management. Primarily, the successful individual will be dealing with all maintenance based issues on a particular portfolio of fully managed properties. Property Manager The Role: Ensuring gas safety checks are up to date Ensuring electrical safety checks are up to date Arranging inventories, check in and check out appointments Advising utility companies of meter readings Co-ordination of estimates and undertaking of repairs by contractors Negotiating and co-ordinating renewal contracts Negotiating the return of deposits between landlord and tenant (including co-ordination of any repairs, cleaning as required Drafting final statement of repairs for accounts to process Day to day correspondence Tenant referencing and monitoring process via referencing agency Preparation of tenancy agreements Sending EPC instructions via website Property Manager Skills Required: A calm, unflappable person, with strength of character (required when dealing with issues like return of deposits or repairs required to a property) Systematic approach with strong administrative skills Problem solver Ability to work under pressure, whilst maintaining attention to detail Secretarial skills would help so that the applicant would be able to generate their own letters. Longer reports can be dictated and compiled by other personnel if necessary. Property Manager This role is a pivotal position. The main focus is the issues surrounding property maintenance, property management and deposit resolution at the end of the tenancy. It requires a special talent to keep both the landlord and tenant 'on side . For example, sometimes a tenant can get quite stressed when there is a relatively minor delay on the repair of a washing machine etc. At the same time, there is the occasional landlord who may need to be pushed to spend money on his property. The person who will fulfil this role successfully will need to have all of the skills listed previously. The job can often be very demanding. The successful applicant will also have the ability to build excellent long-term relationships with our landlords; most of whom are professionals. As well as dealing with individual tenants, you will also deal with industry professionals and corporate clients. Property Manager Remuneration: Working from 9.00am (you will be expected to arrive in the office by 8.45am) to 6.00pm Monday to Friday. Basic salary between £30,000 and £35,000 depending on experience. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website at (url removed) for online Estate Agency vacancies. Find Steve King on LinkedIn.
Oct 04, 2025
Full time
Property Manager Working from 9.00am (you will be expected to arrive in the office by 8.45am) to 6.00pm Monday to Friday. You would be expected to be able to manage 180 properties efficiently and manage a Junior Property Manager. You should be working within Residential Property Management. Primarily, the successful individual will be dealing with all maintenance based issues on a particular portfolio of fully managed properties. Property Manager The Role: Ensuring gas safety checks are up to date Ensuring electrical safety checks are up to date Arranging inventories, check in and check out appointments Advising utility companies of meter readings Co-ordination of estimates and undertaking of repairs by contractors Negotiating and co-ordinating renewal contracts Negotiating the return of deposits between landlord and tenant (including co-ordination of any repairs, cleaning as required Drafting final statement of repairs for accounts to process Day to day correspondence Tenant referencing and monitoring process via referencing agency Preparation of tenancy agreements Sending EPC instructions via website Property Manager Skills Required: A calm, unflappable person, with strength of character (required when dealing with issues like return of deposits or repairs required to a property) Systematic approach with strong administrative skills Problem solver Ability to work under pressure, whilst maintaining attention to detail Secretarial skills would help so that the applicant would be able to generate their own letters. Longer reports can be dictated and compiled by other personnel if necessary. Property Manager This role is a pivotal position. The main focus is the issues surrounding property maintenance, property management and deposit resolution at the end of the tenancy. It requires a special talent to keep both the landlord and tenant 'on side . For example, sometimes a tenant can get quite stressed when there is a relatively minor delay on the repair of a washing machine etc. At the same time, there is the occasional landlord who may need to be pushed to spend money on his property. The person who will fulfil this role successfully will need to have all of the skills listed previously. The job can often be very demanding. The successful applicant will also have the ability to build excellent long-term relationships with our landlords; most of whom are professionals. As well as dealing with individual tenants, you will also deal with industry professionals and corporate clients. Property Manager Remuneration: Working from 9.00am (you will be expected to arrive in the office by 8.45am) to 6.00pm Monday to Friday. Basic salary between £30,000 and £35,000 depending on experience. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website at (url removed) for online Estate Agency vacancies. Find Steve King on LinkedIn.
BRAND NEW ROLE: Junior Paraplanner Vacancy Boutique Wealth Management Firm £35k - £40k basic salary discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Junior Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £40k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.
Sep 26, 2025
Full time
BRAND NEW ROLE: Junior Paraplanner Vacancy Boutique Wealth Management Firm £35k - £40k basic salary discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Junior Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £40k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.
Premier Jobs UK Limited
Leamington Spa, Warwickshire
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Sep 22, 2025
Full time
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
