24 jobs found

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 very well respected IFA Wealth Manager based in smart, professional offices in the Manningtree area are keen to appoint an experienced Senior IFA Support Administrator on a full time basis to assume greater responsibility as an Office manager. The duties will involve Office Management Partially looking after the team and partially the smooth running of the offices. Technical Support: Prepare and compile financial planning reports, including templated suitability reports and technical research. Client Support: Assist two advisers with client queries and provide administrative support to ensure a seamless client journey. Compliance: Ensure all documentation and processes adhere to FCA regulations and internal compliance standards. Data Management: Update and maintain client records on an " in house" and other relevant systems. The role is available immediately. For full details, please apply in confidence.

Income Reconciliation Administrator 6 Month FTC Remote Competitive Salary This opportunity would suit an experienced Financial Services Administrator, Income Administrator or Reconciliation Administrator who has worked within an IFA, wealth management or financial services environment. If you enjoy working with detail, keeping records accurate, resolving queries and supporting the smooth running of a financial planning business, this could be a very good opportunity. This is a 6 month fixed term contract where you will support the income reconciliation function within a growing financial planning business. You will be involved in recording payments, allocating provider commissions, dealing with fee and commission queries, reviewing aged debt reports and supporting month end processes. You will be working closely with the Operations Support Manager and wider administration team, helping ensure fees, commissions and income records are accurate, up to date and properly maintained. 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, operations and accurate records are seen as key parts of delivering excellent outcomes for both clients and advisers. The Role Working as an Income Reconciliation Administrator, you will support the finance and operations function with fees, commissions and income reconciliation administration. This is a detailed and hands on role. Responsibilities will include accurately recording payments received into company bank accounts, allocating commissions received from providers against outstanding invoices, supporting fee and commission related queries, reviewing aged debt reports and helping resolve issues that may prevent payment. You will also ensure relevant documentation, including provider commission statements and bank account records, is saved correctly to internal systems. The role will involve supporting month end close off, helping produce management information and maintaining accurate records within the back office system. Previous experience within an IFA, wealth management or financial services environment will be important. Experience in income administration, fee and commission reconciliation or a similar operational role would be particularly useful. Good knowledge of financial services products and processes would be beneficial, along with strong Excel, Microsoft Office and administration skills. Experience using Curo would be an advantage, although training can be provided where needed. You will need to be organised, accurate and able to manage deadlines. This role would suit someone who enjoys working methodically, solving problems and making sure detail is right. The Benefits Competitive salary depending on experience Remote working 6 month fixed term contract Opportunity to join a growing national advice business Strong potential to move into other roles across the business Supportive team environment Training on internal systems where required 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.

Assistant Team Manager Pensions Administration is the heart of our trustee services and as a people-first business, we are seeking a caring, motivated and technically competent Assistant Team Manager to join our team. You will be responsible for the service provided to a portfolio of pension scheme clients that range in size and type, although we predominantly service Defined Benefit schemes. You will manage all day-to-day activities in relation to your portfolio, as well as supporting the team with their training and development needs. This role will ideally be based in our Croydon or Birmingham office with a hybrid workstyle, but other office locations can be considered for the right candidate. Key responsibilities: Oversee and prioritise the allocation of all incoming work. Take responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements. Process member events within deadlines ensuring compliance with Isio's standards as well as scheme rules and legislation. Peer review and check work to ensure it is of a high standard and compliant with scheme rules and legislation. Provide support and share knowledge across the team. Maintain a culture which reflects Isio's values and puts the member at the heart of all activities. Attend and present at both internal and external meetings (including Trustee and/or client meetings). Keeping up to date with technical and scheme changes, particularly those that impact your portfolio of schemes. Take responsibility for ad hoc projects ensuring all deadlines are met and quality is of a high standard. Identify non-core fee projects and ensure these are raised with the client in a timely manner. Be positive and professional at all times, displaying strong leadership skills to help build relationships with others. Key skills and experience Experience - an experienced deputy team leader / strong senior pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefit pension schemes. Excellent customer service focus with the ability to assess client needs, build relationships and manage expectations. A great communicator - the ability to communicate with clients, members and colleagues with impact and credibility. Enthusiasm and motivation - a unwavering desire to solve problems and deliver excellent customer service. Excellent time management - the ability to manage resources across multiple tasks with a proven track record of consistently delivering to deadlines. A great team worker - an emerging role model within Isio, with the ability to support and develop others. Experience of presenting administration reports and communicating with clients/trustees. Experience of managing, mentoring, supervising, and developing teams. What you can expect in return A competitive salary and market leading bonus scheme Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.

Pensions Technical & Professional Standards Manager This new role will be to shape the technical and professional standards behind high-quality Defined Benefit Pensions Administration Role description The Pensions Technical & Professional Standards Manager plays a key role in providing Defined Benefit Pensions technical leadership, governance, and continuous improvement across our pensions administration team. This is a pivotal role for someone who thrives on interpreting complex legislation, influencing senior stakeholders and driving best practice in a third-party administration environment. Working within our Technical & Quality Assurance team, the role brings together the management of legislative interpretation, technical guidance, Root Cause Analysis (RCA), trend reporting, and pensions administration compliance requirements. This role can be based in our Croydon, Reading, Manchester, Birmingham or Belfast city centre office with a hybrid workstyle. What does the role entail? Acting as a trusted technical expert on Defined Benefit (DB) pensions, supporting complex queries and ensuring consistent interpretation of legislation Translating legislative and regulatory change into clear, practical guidance, processes and communications Supporting and evolving pensions administration standards, frameworks and governance frameworks Leading key activity aligned to industry standard (e.g. General Code, pensions dashboards readiness, GMP equalisation, regulatory reporting) Managing ISO 9001 requirements, ensuring robust documentation and audit readiness Taking ownership of the Root Cause Analysis (RCA) framework, identifying trends and driving improvements Producing high-quality MI, trend analysis and insights to inform decision making and prioritisation Collaborating with Operations, QA and senior leadership to embed consistent standards across the business What we're looking for Essential Significant experience in third party Defined Benefit pensions administration, Deep technical knowledge of Defined Benefit pension schemes and UK legislative framework Experience in technical oversight, quality assurance, or governance-focused role within third party pensions administration Strong analytical and problem-solving capabilities, including: Root Cause Analysis (RCA) and trend identification Translating insight into proportionate, practical improvements Excellent communication skills, with the ability to: Producing clear, high-quality technical guidance and senior level reporting Explain complex issues to non-technical audiences Influence stakeholders and embed best practice collaboratively Desirable Experience working with industry frameworks and standards, (e.g. TPR Codes of Practice, including the General Code, ISO 9001, AAF, PASA) Exposure to risk registers, governance frameworks and regulatory reporting Experience of producing technical updates (both for internal and external use) Knowledge of data quality and governance in pensions administration (including, but not limited to, Pensions Dashboard readiness) Relevant professional qualification or working towards them (e.g. PMI or equivalent) What you can expect in return A competitive salary and market leading bonus scheme Study support for you to work towards the completion of the Pensions Management Institute (PMI) Certificate in Pension Calculations (CPC) qualification Salary increases for PMI exam passes Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits. About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.

My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team. Key Responsibilities Provide end-to-end administrative support to one or two Financial Planners Prepare pre-meeting packs, engagement letters and client documentation Maintain accurate client records and workflows using Intelligent Office (IO) Process new business, fund switches, cash management and platform transactions Monitor pipelines and proactively update planners on case progress Support Annual Reviews in collaboration with Financial Planners and review teams Liaise with product providers, platforms, paraplanners and third parties Conduct four-eye checks and support quality control processes Complete AML checks, including client ID recording and electronic verification Generate client valuations and assist with invoicing Support trust administration and death claims where required Act as a subject-matter expert in specific areas (e.g. trusts, DB pension transfers) Assist in mentoring and training trainee / apprentice FP administrators Handle client and provider phone queries professionally Candidate Profile Ideally 4 years experience in a Financial Planning support or administration role Good all round knowledge of pension and investment products Excellent attention to detail and organisational skills Strong written and verbal communication skills Client-focused, professional and collaborative approach Ability to manage multiple cases and deadlines in a regulated environment In return my client offers a generous remuneration package, hybrid working (1 - 2 days from home), a friendly working environment and excellent benefits package.

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. We're looking for an Associate Paraplanner to join our growing paraplanning function in Newcastle. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment. You'll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress-enabling suitability reports to be produced efficiently and without delay. We can off a clear development pathway within a structured paraplanning team. Exposure to varied and technically engaging cases, a supportive environment focused on quality, collaboration, and learning and an opportunity to continue progressing towards full Paraplanner/Advising status. Responsibilities Undertaking technical research to support suitability reports and recommendations Producing basic report writing and documentation to a high standard Liaising with Advisers and Client Support staff to ensure all information and requirements are complete Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly Supporting the paraplanning team with case preparation and workflow management Maintaining a strong understanding of regulatory requirements and internal processes Requirements A minimum of 2 years' experience within the financial services profession. Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent Experience gained with Intelligent Office would be an advantage Experience within Financial Services administration or a similar environment. Experience of working with IT systems that support this service. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Financial Planning Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Financial Planning Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management / Financial Planning Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please Apply now, or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.

Wealth Management Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Wealth Management Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please click Apply now. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.

Financial Services Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Financial Services Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management / Financial Services Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please Apply now, or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.

Salary: c.£60,000 per annum (+ strong benefits) Hours: Monday - Thursday (09:00 to 17:00) and Friday (09:00 - 16:00) Experience: Operations Director, Operations Manager, Operations Lead, Practice Manager, Financial Services, Wealth Management, Financial Advisors, IFA, Business Growth The Opportunity Thompson & Terry Recruitment are working with a growing, client-focused financial planning business with a strong reputation for delivering high-quality advice and long-term relationships. As the business enters an ambitious phase of growth, they are now looking to recruit an outstanding Operations Director with real gravitas to join their team based in Hambledon. This is a key role at a pivotal stage in the business. As Operations Director, you will take ownership of how the business runs day to day, bringing clarity, structure and control as the company continues to grow. You will work closely with the Directors to translate business strategy into clear, executable plans, ensuring the business is set up to scale sustainably without losing the standards, culture and client experience it is known for. The successful Operations Director will be a strong relationship builder with excellent organisational skills and the ability to create order from complexity, while working in a really collaborative way. Alongside day-to-day operational responsibilities, you will be responsible for overseeing client servicing teams and delivery standards, improving workflows and processes, ensuring the business has the right capacity and structure to grow, and embedding clear accountability, ownership and performance standards. You will also act as the key escalation point for operational matters and partner with the Directors to deliver business objectives and support growth plans. The Company Thompson & Terry Recruitment's client is a well-established and highly successful financial planning business based in Hambledon. They are a people-focused business with a strong reputation for high-quality advice, long-term relationships and exceptional service. As they continue to grow, they are looking to appoint an Operations Director who can bring structure, confidence and a continuous improvement mindset to the role. They are so proud of their culture, where all their people are driven, committed and collaborative. In return, they offer a strong basic salary and impressive benefits package, which includes an enhanced pension, private medical insurance and a big focus on work/life balance. Requirements Experience of excelling within a similar level role focused on managing the operations of a growing business. An excellent communicator, both written and verbal. Confident to manage the operations of a business from day one, with the ability to make key decisions and the confidence to back them. A proactive approach to problem-solving and process improvement. Strong people management skills and the ability to work closely with Directors and wider teams. Thompson & Terry Ltd, trading as Thompson & Terry Recruitment are an Abingdon based recruitment agency specialising in placing candidates into jobs in Oxford and across Oxfordshire. We typically source candidates into Office Administration Jobs, Sales Jobs and Marketing Jobs. No terminology used in this advert is intended to discriminate on the grounds of any of the protected characteristics. PLEASE NOTE: Due to a high volume of applications, if you have not heard from us within 5 working days, unfortunately, your application has been unsuccessful at this time.

The starting salary for this position is 27,634 per annum, working 36 hours per week. We are hiring a new Admissions Administrator to join our fantastic Surrey Adult Learning team based at the Woking Adult Learning Centre, but with the option to work flexibly from other offices and home. Rewards and Benefits 26 days' holiday (prorated for part time staff), rising to 28 days after 2 years' service and 31 days after 5 years' service Option to buy up to 10 days of additional annual leave An extensive Employee Assistance Programme (EAP) to support health and wellbeing Up to 5 days of carer's leave per year Paternity, adoption and dependents leave A generous local government salary related pension Lifestyle discounts including gym, travel, shopping and many more 2 paid volunteering days per year Learning and development hub where you can access a wealth of resources Discount on Surrey Adult Learning courses About the Role Surrey Adult Learning is a leading provider of diverse daytime, evening and Saturday courses and learning opportunities for adults. We offer a wide range of qualification courses, including English for Speakers of other Languages (ESOL), maths and digital skills. Our courses also cater to individuals with learning disabilities, mental health conditions and parents/carers seeking to upskill to support their children. Additionally, we provide courses for personal development in various subjects such as arts and crafts, languages and exercise. Our outreach provision is designed to assist those currently facing life challenges. We have a fantastic opportunity to join our team to support the administration of our Adult Skills and Work Skills provision. This priority area includes GCSE and Functional Skills courses in English & Maths and English for Speakers of other Languages (ESOL) as well as Work Skills and IT courses. You will have a key role in the day-to-day support to our Information, Advice and Guidance (IAG) process, which assists learners to apply, be assessed and placed on the appropriate level course. You will check eligibility documents, facilitate assessments, coordinate course offers, process enrolments, respond to learner queries, monitor and keep track of information and update and maintain spreadsheets and databases. You will work closely with Curriculum & Learning Managers and will liaise regularly with your colleagues to make sure that everything is in place to guarantee that processes run effectively and efficiently. Shortlisting criteria To be considered for shortlisting for this position, your application will clearly evidence the following skills: Excellent interpersonal skills, along with a high level of written and verbal communication ability Great team working skills Strong administrative skills and experience of working within a customer-focused environment High standard of accuracy and attention to detail Excellent IT skills, including proficiency in Microsoft applications (Word, Excel, SharePoint) Effective organisational skills with the ability to manage your own workload, meet deadlines and prioritise as required To apply, we request that you submit a CV and you will be asked the following 4 questions: Please can you describe a situation where you had to communicate important information to a learner, customer or colleague. What approach did you take and what was the outcome? Please describe a task that you have undertaken that required a high level of accuracy and attention to detail. How did you ensure your work was accurate and customer focused? Please describe a time when you had to manage competing deadlines or high workload. How did you prioritise your tasks and what was the outcome? Please describe an example of when you worked collaboratively as part of a team to achieve a shared goal. What was your role and what contribution did you make? The job advert closes at 23:59 on 21st June 2026 with interviews planned to follow. We are committed to safeguarding and promoting the welfare of our learners and expect all staff to share this commitment. Online searches may be carried out on applicants who are shortlisted for interview, and a DBS 'Disclosure and Barring Service' check is required for this role, which will be discussed further at interview. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Our Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.

Paraplanner Location; Leicestershire Salary; £(phone number removed)K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for a Paraplanner, to join their paraplanning team. ROLE OVERVIEW: The Paraplanning Team are responsible for producing all of the firms Suitability Reports, offering technical support to the advisers, conducting product research and comparison, completing cash flow analysis and project work in relation to improving processing and effective working. MAIN TASKS SUITABILITY REPORTS: Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. Work closely with Financial Planners and the wider teams to obtain all relevant information. RESEARCH: To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors To work closely with other members of the Paraplanning Team To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team To maintain good working relationships with colleagues, third party providers and clients To maintain records that meet the requirements of the firm and the FCA. OTHER AREAS: To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken. To produce one off comparisons and reports for bespoke client cases where necessary To assist the Head of Paraplanning to support the Group Team with regard to processes and day to day queries. Report to the Head of Paraplanning on a day-to-day basis (or other frequency as agreed on and varied from time to time) regarding; workload, and legislative issues. PERSON SPECIFICATION QUALIFICATIONS & EXPERIENCE ESSENTIAL: Diploma in Financial Planning (or equivalent) Financial service administration experience At least 2 years' experience as a paraplanner. KNOWLEDGE AND SKILLS REQUIRED ESSENTIAL: To have critical analysis skills in order to decipher information from notes and files in order to prepare reports and cashflows. Knowledge of the advice process. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of the FCA rules relating to Conduct of Business, Money Laundering, Training and Competence, and Client Money and the ability to adapt these to the workplace to ensure compliant practices. Knowledge of Data Protection legislation and the ability to apply this within the workplace. A good working knowledge of Outlook, Word and Excel Ability to communicate effectively with clients, third parties and professional connections via various methods - phone, letter, e-mail, etc. Ability to operate an effective diary system. Ability to create and maintain accurate computer-based records. Excellent written and verbal communication skills. DESIRABLE: Experience using Virtual Cabinet and Intelliflo Office & Planning PAY & BENEFITS: Salary £35,000 to £42,000 per annum (dependant on qualifications, knowledge, and experience) 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available. Discretionary bonuses 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme. Free parking Hybrid Working Scheme - Following completion of initial training and induction If you wish to be considered for this role, please email your cv to (url removed) or call me to discuss on (phone number removed). If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Our Shared Service Centre team (SSC) provides essential support to a number of teams across our firm. As well as assisting on large-scale operations, beyond the capacity of a core specialist team, they provide the unparalleled expertise we need to keep moving forward. As part of this friendly department, you'll have the chance to work on exciting projects and develop your skillset. There's real opportunity, making it a great chance to use industry knowledge and experience to solve problems in your next career step, or it can be a place to learn if you're just starting out. If you want to work on important projects and explore your potential, we'll give you the friendly, supportive working environment to go far. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The role The firm is looking to recruit a n SSC Associate who will join the ATEQA Team (After The Event Q uality Assurance) within BDO's Shared Service Centre (SSC) Internal Compliance Area, based in Liverpool City Centre. This will be a challenging and rewarding role where you will be involved in the administration and assurance of the firm's Conflicts of Interest (COI), Know Your Customer (KYC) & Anti-Money Laundering (AML) requirements, and on-line management system s (Including CMS & CTO2 ). Successful applicants will be required to engage with Partners and senior stakeholders to discuss the 7 key risk areas identified by BDO (AML, Ethics & Independence, Conflicts, Reputational, Execution, Commercial, Network), and any mitigations provided for these risks. You'll be someone with: Knowledge and experience of the Anti -Money Laundering Regulations , and the implementation /application of these regulations in real world scenarios . IT skills - strong working knowledge of MS Office including Access, Outlook, Power P oint , Internet research. Well presented with a professional level of communication . Strong v erbal communication, and experience dealing with difficult conversations and ; Strong written communication with experience collating information into navigable and clear reports , with a high-level summary of key points. Experience with time management and meeting deadlines. A bility to prioritise and support an organised workload. You'll preferably have: Experience and knowledge of heightening risk factors within AML/KYC, and appropriate mitigating points. Knowledge of business/key terms within the Accounting/Audit/Professional Services industry, and the application of AML principles in these areas. Detailed understanding of typical corporate structures, ultimate beneficial ownership of organisations/entities and appreciation of influence and control over bodies corporate. Ability to use own initiative and take a risk based approach. Good telephone manner. We'll value you You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Wealth Management The Opportunity Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, ideally with Intelligent Office experience, to support their highly achieving chartered Advisers. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input. The offices are excellent and you will benefit from free parking and local amenities. The Role As an IFA/Client services or Wealth Management Administrator, duties will include (but are not limited to): Delivering a proactive and efficient support service to directors and consultants of their Wealth Management clients. Involved in new business and servicing administration as well as general administration and special projects. You will be given direct responsibility for aspects of the administration and will be expected to manage these tasks appropriately. Assisting the office manager with the development and implementation of changes to administration procedures to enhance efficiencies and to continually consider improving procedures and processes. Attending relevant internally and externally arranged meetings and courses and provide feedback after the event, including how benefits / changes can be implemented on a day-to-day basis. Contributing to the development of the team and the business in general through suggestions, feedback, and involvement in team meetings. Ensuring back-office records are accurately maintained and updated as changes occur or are advised. You will help your colleagues during periods of sickness or increased workloads and during their holiday. Required to process commission and fee statements and raise invoices within I.O. so should preferably have experience in this area. About you As an IFA/Client Services Administrator you will possess the following: IFA administration experience and knowledge of the Intelligent Office system (preferred). You will be able to work within a team but can self-motivate. You will have a strong skillset in Microsoft Office, especially excel, have excellent attention to detail and be inquisitive. As the role involves communicating with clients and product providers, strong written and verbal communication skills are crucial as well as excellent punctuality At least 12 months experience delivering financial services administration support within an IFA practice. You will have current knowledge of Intelligent Office (ideally), including new business, servicing, and potentially fee/commission processing. You will know how to use standard templates and to use Tasks to provide an audit trail. You will have good knowledge of current FCA regulatory requirements. In summary This position represents an excellent opportunity to join a successful firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment If this is opportunity is of interest, please contact Jim Maddison at Financial Divisions

Hybrid working available! Up to £45,000 plus EXCELLENT bonus and benefits Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization. As a Client Services Executive, you'll be the cornerstone of client interactions, ensuring seamless communication and outstanding service Duties of the Client Services Executive to include: Building Lasting Relationships : Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed. Streamlining Processes : Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes. Administrative Expertise : Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability. Collaborative Support : Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships. Manage the client lifecycle administration process. Ensure that all processes are in adherence with the RIM Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes. Maintaining client records and internal CRM systems What we need from you as a Client Service Executive: Previous experience working within Investment or Wealth Management services highly advantageous Client Facing experience within financial services is required. Personable and professional with strong time management skills and a keen eye for detail Strong IT skills including Microsoft Office packages. What's in it for you: Thriving Environment : Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success. Meaningful Client Impact : As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships! Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector. Engage in diverse and challenging projects, collaborate with experienced professionals, and receive ongoing training and development. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing and Sales Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing and Sales Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

United Utilities' (UU) purpose is to deliver great water for a stronger, greener and healthier North West of England. We are committed to providing our services in a way that respects the environment, supports the economy, and benefits society. We value diversity, inclusion and innovation in our workplace, and we foster a culture where our people can grow, excel, and be themselves. We uphold our ethics, values and business model to fulfil our mission and, by setting clear goals and objectives, we create sustainable long-term value for our colleagues, customers and communities. Whether you work with a team that shares your vision or join a network of peers with similar interests, you will find a welcoming and supportive organisation to be part of. We've got a lot to offer. You'll be part of a thriving FTSE 100 company and will enjoy a range of core benefits that reflect your value and value contribution. Benefits A generous annual leave package of 26 days, which increases to 30 days after four years of service (increases one day per year), in addition to 8 bank holidays A competitive pension scheme with up to 14% employer contribution, 21% combined, and life cover Up to 7.5% performance-related bonus scheme, as well as recognition awards for outstanding achievements A comprehensive healthcare plan through our company-funded scheme MyGymDiscounts - gym and wellness benefit that offers up to 25% off on gym memberships and digital fitness subscriptions Best Doctors Salary Finance Wealth at Work courses Deals and discounts EVolve Car Scheme Employee Assistance Plan Mental health first aiders ShareBuy MORE Choices flexible benefits Enhanced parental leave schemes Job Purpose We have a great opportunity for an Operations Assistant to join the Cumbria Catchment Team. You will provide support to the Management Team by acting as a coordinator. You will ensure that all identified training needs are fulfilled, including booking training courses, communicating arrangements, organising accommodation and subsistence if required. You will need to keep accurate records to ensure that compliance is met with regard to training, e.g. Manual Handling and similar Health & Safety training. You will coordinate all the activities to ensure the site is Health & Safety compliant including taking part and assisting in inspections. You will also coordinate and control the processes in relation to Company vehicles, including ensuring MOT's are current, recording any police notices and completing to ensure legal compliance. The role is varied and integral to an efficient site operation. Accountabilities & Responsibilities Act as the Health & Safety administration lead, ensuring statutory record-keeping obligations are met and supporting all local H&S requirements including briefings, training, and documentation. Provide first-line support for IT queries (Outlook, Word, Excel), assist new starters with system access, and maintain regular contact with business support functions such as L&D, Procurement, and Fleet. Support recruitment activities including raising requests, interview coordination, onboarding, and maintaining up-to-date ID cards and leave records. Manage ordering and tracking of PPE, tools, IT equipment, and office supplies, including resolving discrepancies with suppliers and processing SAP orders and cheque requests. Coordinate training for the area, maintain accurate training records, and act as the main contact for course invitations and joining instructions. Support operational and fleet administration including fuel data monitoring, vehicle checks, AIRline system actions, lone working systems, and bonus scheme reporting, while also providing general admin support to managers. Assist with catchment finance activities including raising purchase orders, managing POs, and ensuring accurate goods receipting to maintain seamless financial operations. Compile performance data to provide insightful reports that support decision making for the catchment leadership team. Technical Skills & Experience You will be highly organised, be able to multi task and be self-driven with accomplished interpersonal skills. You will also have: A high degree of self-motivation. Excellent attention to detail with excellent written and oral skills. Ability to demonstrate a high level of accuracy and the drive to achieve high quality work output. Excellent communication skills with proven ability to communicate effectively with colleagues, service providers and stakeholders. Ability to share knowledge and skills. Flexibility to travel between sites as required. Ability to demonstrate proficient use of Micro-soft packages. As a part of this role flexibility to travel between sites as required therefore a full UK driving licence will be required for the role. This role may not be eligible for the visa sponsorship

Insurance Administration 10 Months FTC Your new company Hays are recruiting for a 10-month fixed-term assistant to deliver full administrative assistance, supporting the team's clients and managers. This role is based in the Manchester city centre office, Monday-Friday 9-5pm Your new role You will assist in the preparation and review of client portfolio reports and investment summaries.Maintain accurate records of client holdings and transactionsSupport the onboarding of new clients, including documentation and compliance checksLiaise with custodians and third-party providers to ensure timely execution of trades and updatesMonitor market news and assist in compiling research for investment meetingsProvide administrative support to portfolio managers and financial advisors What you'll need to succeed Previous experience in financial services, investment operations, or wealth management preferredStrong attention to detail and excellent organisational skillsProficiency in Microsoft Excel and portfolio management software Ability to work independently and manage multiple tasks efficientlyA genuine interest in financial markets and investment strategiesProfessional communication skills and a client-first mindset What you'll get in return This role is paying the f £28,000 - £30,000, 10 months FTC, excellent benefits and the potential to go permanent or extended for the right candidate. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. #