Database Administrator Up to 447.50 p/d (Inside IR35) 2 Days on site - Telford 6 months initially My client is a well-known consultancy seeking an database administrator. You'll be responsible for ensuring the performance, integrity, availability, and security of our database environments while supporting critical business applications and services. Job Responsibilities: Install, configure, maintain, and upgrade database management systems. Monitor database performance and proactively resolve issues. Perform regular database backups and ensure recovery procedures are tested and effective. Implement and maintain database security controls and access management. Optimise database structures, indexing, and queries for maximum performance. Support high-availability, replication, and disaster recovery solutions. Collaborate with development teams to improve application performance and database usage. Produce and maintain technical documentation, procedures, and standards. Support capacity planning and recommend future database improvements. Key Requirements: SC Clearence Proven experience as a Database Administrator or similar role. Strong experience with one or more of: Oracle, SQL Server, MySQL, PostgreSQL Experience with database performance tuning and optimisation. Knowledge of backup, recovery, replication, and high-availability technologies. Understanding of database security, permissions, auditing, and compliance. Experience troubleshooting complex database issues. Strong communication and stakeholder management skills. Desirable Cloud database experience (Azure, AWS, or GCP). Relevant certifications such as Oracle Certified Professional or Microsoft certifications. Experience working within enterprise-scale environments 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, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jul 02, 2026
Contractor
Database Administrator Up to 447.50 p/d (Inside IR35) 2 Days on site - Telford 6 months initially My client is a well-known consultancy seeking an database administrator. You'll be responsible for ensuring the performance, integrity, availability, and security of our database environments while supporting critical business applications and services. Job Responsibilities: Install, configure, maintain, and upgrade database management systems. Monitor database performance and proactively resolve issues. Perform regular database backups and ensure recovery procedures are tested and effective. Implement and maintain database security controls and access management. Optimise database structures, indexing, and queries for maximum performance. Support high-availability, replication, and disaster recovery solutions. Collaborate with development teams to improve application performance and database usage. Produce and maintain technical documentation, procedures, and standards. Support capacity planning and recommend future database improvements. Key Requirements: SC Clearence Proven experience as a Database Administrator or similar role. Strong experience with one or more of: Oracle, SQL Server, MySQL, PostgreSQL Experience with database performance tuning and optimisation. Knowledge of backup, recovery, replication, and high-availability technologies. Understanding of database security, permissions, auditing, and compliance. Experience troubleshooting complex database issues. Strong communication and stakeholder management skills. Desirable Cloud database experience (Azure, AWS, or GCP). Relevant certifications such as Oracle Certified Professional or Microsoft certifications. Experience working within enterprise-scale environments 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, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Anderson Recruitment Ltd
Gloucester, Gloucestershire
Are you looking to build a long-term career in Financial Services with a company that will invest in your development? Due to continued growth, we are delighted to be working with a highly successful, multi-award-winning estate agency who are looking for a Trainee Mortgage Advisor to join their established Mortgage department in Quedgeley, Gloucester. This is a fantastic opportunity for someone with the right attitude, ambition, and desire to succeed to take their first step into the mortgage industry. No previous mortgage experience is required - what matters most is your personality, commitment, and genuine interest in building a career as a Mortgage Advisor. You'll initially join the team as a Mortgage Administrator, gaining valuable hands-on experience by supporting experienced advisers, managing client enquiries, and learning the full mortgage journey. With full support and funded training towards CeMAP and industry qualifications, you'll have a clear pathway to progress into a Mortgage Advisor role within 12 - 18 months. Working within a fun, lively, and forward-thinking team, you'll be joining a business that values its people, celebrates success, and provides real opportunities to develop and progress. If you're motivated, organised, eager to learn, and looking for a career rather than just your next job, this could be the perfect opportunity. Key Responsibilities: -Supporting the Mortgage & Protection team with client applications from initial enquiry through to completion -Liaising with clients, lenders, providers and solicitors to ensure a smooth and efficient process -Providing excellent customer service through telephone and face-to-face communication -Supporting experienced Mortgage Advisors with client enquiries, documentation, and the overall mortgage journey -Developing knowledge of mortgage products, processes, and compliance requirements through full training and hands-on experience -Maintaining accurate client records, uploading documentation, and updating internal systems -Managing incoming calls, emails, and post in a professional and timely manner Candidate Attributes: -Previous experience in a customer service, administration, sales, or office-based role -Genuine interest in building a long-term career within mortgage advice -Strong IT skills, including confidence using Microsoft Office -Excellent communication skills, both written and verbal -Organised, reliable, and able to manage priorities effectively -Positive attitude with a proactive approach to learning and development Hours: Monday - Friday, 9am - 5pm (every other Saturday required once trained as an advisor) Salary: Starting salary of £27,000 per annum, once trained and in the advisory position you will have a reliable and generous additional income through commission which will be based on your banked income (percentages of up to 45%!)
Jul 02, 2026
Full time
Are you looking to build a long-term career in Financial Services with a company that will invest in your development? Due to continued growth, we are delighted to be working with a highly successful, multi-award-winning estate agency who are looking for a Trainee Mortgage Advisor to join their established Mortgage department in Quedgeley, Gloucester. This is a fantastic opportunity for someone with the right attitude, ambition, and desire to succeed to take their first step into the mortgage industry. No previous mortgage experience is required - what matters most is your personality, commitment, and genuine interest in building a career as a Mortgage Advisor. You'll initially join the team as a Mortgage Administrator, gaining valuable hands-on experience by supporting experienced advisers, managing client enquiries, and learning the full mortgage journey. With full support and funded training towards CeMAP and industry qualifications, you'll have a clear pathway to progress into a Mortgage Advisor role within 12 - 18 months. Working within a fun, lively, and forward-thinking team, you'll be joining a business that values its people, celebrates success, and provides real opportunities to develop and progress. If you're motivated, organised, eager to learn, and looking for a career rather than just your next job, this could be the perfect opportunity. Key Responsibilities: -Supporting the Mortgage & Protection team with client applications from initial enquiry through to completion -Liaising with clients, lenders, providers and solicitors to ensure a smooth and efficient process -Providing excellent customer service through telephone and face-to-face communication -Supporting experienced Mortgage Advisors with client enquiries, documentation, and the overall mortgage journey -Developing knowledge of mortgage products, processes, and compliance requirements through full training and hands-on experience -Maintaining accurate client records, uploading documentation, and updating internal systems -Managing incoming calls, emails, and post in a professional and timely manner Candidate Attributes: -Previous experience in a customer service, administration, sales, or office-based role -Genuine interest in building a long-term career within mortgage advice -Strong IT skills, including confidence using Microsoft Office -Excellent communication skills, both written and verbal -Organised, reliable, and able to manage priorities effectively -Positive attitude with a proactive approach to learning and development Hours: Monday - Friday, 9am - 5pm (every other Saturday required once trained as an advisor) Salary: Starting salary of £27,000 per annum, once trained and in the advisory position you will have a reliable and generous additional income through commission which will be based on your banked income (percentages of up to 45%!)
Onboarding Administrator Salary: 16.00 per hour Location: Telford, Shropshire, TF3 4ER Hours: 37.5 hours per week, Monday to Friday, between 7am - 7pm Manpower has a fantastic opportunity for the right candidate to become an Onboarding Administrator, working with our client, Capgemini. In this role, you will process compliance checks and handle day to day onboarding activities. What you'll do Ensure rigor around the security and onboarding process to prevent breaches of the security standard Consult with appropriate teams at each stage of the onboarding process Arrange and facilitate BPSS compliance sessions with candidates Ensure all pre-employment documentation such as passports, visas and criminal record information is acceptable Process DBS criminal record checks Contacting referees via phone or email for employment, academic and personal references Enter candidate details into the relevant systems, processing internal requests for assets and accounts Handle confidential information with discretion What you'll bring A background in Administration Excellent customer service ethos and work management skills Proficient in MS Office Ability to follow processes Good teamworking skills Interested? Apply today! If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
Jul 02, 2026
Seasonal
Onboarding Administrator Salary: 16.00 per hour Location: Telford, Shropshire, TF3 4ER Hours: 37.5 hours per week, Monday to Friday, between 7am - 7pm Manpower has a fantastic opportunity for the right candidate to become an Onboarding Administrator, working with our client, Capgemini. In this role, you will process compliance checks and handle day to day onboarding activities. What you'll do Ensure rigor around the security and onboarding process to prevent breaches of the security standard Consult with appropriate teams at each stage of the onboarding process Arrange and facilitate BPSS compliance sessions with candidates Ensure all pre-employment documentation such as passports, visas and criminal record information is acceptable Process DBS criminal record checks Contacting referees via phone or email for employment, academic and personal references Enter candidate details into the relevant systems, processing internal requests for assets and accounts Handle confidential information with discretion What you'll bring A background in Administration Excellent customer service ethos and work management skills Proficient in MS Office Ability to follow processes Good teamworking skills Interested? Apply today! If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
Sales Administrator Sales & Property Services Ascot, Berkshire Full-time Role Overview We are seeking a highly organised and proactive Sales Administrator to support our busy sales team within a fast-paced environment. This role is key in ensuring the smooth running of sales operations, from initial enquiry through to completion, while providing an excellent service to clients, stakeholders, and internal teams. Key Responsibilities Managing and processing sales enquiries, maintaining accurate records on internal systems Supporting the sales team with reporting, pipeline updates, and administrative tasks Maintaining CRM systems and ensuring data is up to date and accurate Handling incoming calls and emails, providing a professional and efficient response Essential Requirements Previous experience in a Sales Administrator or similar administrative role Strong organisational skills with the ability to manage multiple tasks Excellent communication skills, both written and verbal High attention to detail and accuracy Proficiency in Microsoft Office, particularly Excel and Outlook Ability to work under pressure and meet deadlines Customer-focused mindset with a professional approach Desirable Skills & Experience Experience within property or real estate Familiarity with CRM systems What's on Offer Competitive salary and benefits package Opportunity to work in a supportive and collaborative team Career progression within a growing organisation Exposure to a fast-moving property environment
Jul 02, 2026
Full time
Sales Administrator Sales & Property Services Ascot, Berkshire Full-time Role Overview We are seeking a highly organised and proactive Sales Administrator to support our busy sales team within a fast-paced environment. This role is key in ensuring the smooth running of sales operations, from initial enquiry through to completion, while providing an excellent service to clients, stakeholders, and internal teams. Key Responsibilities Managing and processing sales enquiries, maintaining accurate records on internal systems Supporting the sales team with reporting, pipeline updates, and administrative tasks Maintaining CRM systems and ensuring data is up to date and accurate Handling incoming calls and emails, providing a professional and efficient response Essential Requirements Previous experience in a Sales Administrator or similar administrative role Strong organisational skills with the ability to manage multiple tasks Excellent communication skills, both written and verbal High attention to detail and accuracy Proficiency in Microsoft Office, particularly Excel and Outlook Ability to work under pressure and meet deadlines Customer-focused mindset with a professional approach Desirable Skills & Experience Experience within property or real estate Familiarity with CRM systems What's on Offer Competitive salary and benefits package Opportunity to work in a supportive and collaborative team Career progression within a growing organisation Exposure to a fast-moving property environment
Finance Administrator / Legal Cashier Newport Up to 29,000 + Excellent Benefits Are you an experienced Finance Administrator looking to join a professional organisation where accuracy, compliance and attention to detail are at the heart of what you do? We're recruiting for a Finance Administrator to join a well-established organisation in Newport. This is an excellent opportunity for someone with experience working in a highly regulated environment , such as FCA-regulated Financial Services, Legal Services, or Insurance , who is looking to join a supportive team with genuine long-term career prospects. The Role Working as part of a friendly finance team, you'll be responsible for supporting the day-to-day financial operations of the business, ensuring all transactions are processed accurately and in line with regulatory requirements. Key responsibilities include: Processing client and office account transactions. Posting receipts and payments. Completing daily bank reconciliations. Processing electronic payments and transfers. Maintaining accurate financial records. Supporting colleagues with finance-related queries. Assisting with month-end finance processes. Ensuring compliance with internal procedures and regulatory requirements. About You We're looking for someone who has: Previous experience in a Finance Administrator, Cashier or Finance Assistant role. Experience working within a highly regulated environment such as Legal, FCA-regulated Financial Services or Insurance . Excellent attention to detail and a high level of accuracy. Strong organisational and communication skills. The ability to manage multiple priorities in a fast-paced environment. Previous knowledge of legal finance or SRA Accounts Rules would be advantageous, but applications are also welcomed from candidates with transferable experience gained in other regulated sectors. What's on Offer? Salary up to 29,000 , depending on experience. Excellent benefits package. Office closure over the Christmas period. Friendly, collaborative and supportive team environment. Long-term career development opportunities. Hybrid working available following a successful training and onboarding period (minimum three days per week in the office). The opportunity to join a stable organisation where quality, teamwork and employee wellbeing are genuinely valued. If you're looking for your next challenge within a regulated finance environment and want to join an organisation that will support your development, we'd love to hear from you. Apply today or contact us for a confidential discussion.
Jul 02, 2026
Full time
Finance Administrator / Legal Cashier Newport Up to 29,000 + Excellent Benefits Are you an experienced Finance Administrator looking to join a professional organisation where accuracy, compliance and attention to detail are at the heart of what you do? We're recruiting for a Finance Administrator to join a well-established organisation in Newport. This is an excellent opportunity for someone with experience working in a highly regulated environment , such as FCA-regulated Financial Services, Legal Services, or Insurance , who is looking to join a supportive team with genuine long-term career prospects. The Role Working as part of a friendly finance team, you'll be responsible for supporting the day-to-day financial operations of the business, ensuring all transactions are processed accurately and in line with regulatory requirements. Key responsibilities include: Processing client and office account transactions. Posting receipts and payments. Completing daily bank reconciliations. Processing electronic payments and transfers. Maintaining accurate financial records. Supporting colleagues with finance-related queries. Assisting with month-end finance processes. Ensuring compliance with internal procedures and regulatory requirements. About You We're looking for someone who has: Previous experience in a Finance Administrator, Cashier or Finance Assistant role. Experience working within a highly regulated environment such as Legal, FCA-regulated Financial Services or Insurance . Excellent attention to detail and a high level of accuracy. Strong organisational and communication skills. The ability to manage multiple priorities in a fast-paced environment. Previous knowledge of legal finance or SRA Accounts Rules would be advantageous, but applications are also welcomed from candidates with transferable experience gained in other regulated sectors. What's on Offer? Salary up to 29,000 , depending on experience. Excellent benefits package. Office closure over the Christmas period. Friendly, collaborative and supportive team environment. Long-term career development opportunities. Hybrid working available following a successful training and onboarding period (minimum three days per week in the office). The opportunity to join a stable organisation where quality, teamwork and employee wellbeing are genuinely valued. If you're looking for your next challenge within a regulated finance environment and want to join an organisation that will support your development, we'd love to hear from you. Apply today or contact us for a confidential discussion.
Operations Administrator Salary: £25,500 per year Location: Stevenage Hours: Monday - Friday, 9am to 5pm Contract: Permanent About the Role A fantastic opportunity has become available for a proactive and organised Operations Administrator to join a growing operations team. This role is ideal for someone who enjoys variety, thrives in a busy environment, and takes pride in delivering exceptional service to clients and colleagues alike. As the first point of contact for operational support, you'll play a crucial part in ensuring service requests are handled efficiently, engineers are scheduled promptly, and clients receive a seamless experience. If you're someone who enjoys problem solving and keeping processes running smoothly, this is the perfect role for you. Key Responsibilities In this role, you will support the day to day running of the operations department, including: Monitoring and responding to emails in the service inbox Answering incoming calls to the Service Desk Logging client requests across internal and external systems Scheduling engineer visits and coordinating their attendance Closing completed jobs on the internal job management system Booking couriers and tracking shipments Managing the return of faulty equipment to suppliers or manufacturers Sending Welcome Packs to newly onboarded clients About You The ideal candidate will bring a positive attitude, strong organisational skills, and a commitment to excellent customer service. You will be: Highly organised with exceptional attention to detail Confident managing multiple tasks and prioritising effectively An excellent communicator, both written and verbal Friendly, approachable, and professional when dealing with clients Reliable, proactive, and comfortable working in a fast paced office environment Experienced in office administration What's in It for You? Starting salary of £25,500 per annum Monday-Friday, 9am-5pm working pattern 23 days holiday plus bank holidays, rising with length of service Supportive, friendly, and collaborative team culture Pension scheme Company Christmas bonus On site parking Regular company events Full training provided with ongoing development opportunities Please apply within
Jul 02, 2026
Full time
Operations Administrator Salary: £25,500 per year Location: Stevenage Hours: Monday - Friday, 9am to 5pm Contract: Permanent About the Role A fantastic opportunity has become available for a proactive and organised Operations Administrator to join a growing operations team. This role is ideal for someone who enjoys variety, thrives in a busy environment, and takes pride in delivering exceptional service to clients and colleagues alike. As the first point of contact for operational support, you'll play a crucial part in ensuring service requests are handled efficiently, engineers are scheduled promptly, and clients receive a seamless experience. If you're someone who enjoys problem solving and keeping processes running smoothly, this is the perfect role for you. Key Responsibilities In this role, you will support the day to day running of the operations department, including: Monitoring and responding to emails in the service inbox Answering incoming calls to the Service Desk Logging client requests across internal and external systems Scheduling engineer visits and coordinating their attendance Closing completed jobs on the internal job management system Booking couriers and tracking shipments Managing the return of faulty equipment to suppliers or manufacturers Sending Welcome Packs to newly onboarded clients About You The ideal candidate will bring a positive attitude, strong organisational skills, and a commitment to excellent customer service. You will be: Highly organised with exceptional attention to detail Confident managing multiple tasks and prioritising effectively An excellent communicator, both written and verbal Friendly, approachable, and professional when dealing with clients Reliable, proactive, and comfortable working in a fast paced office environment Experienced in office administration What's in It for You? Starting salary of £25,500 per annum Monday-Friday, 9am-5pm working pattern 23 days holiday plus bank holidays, rising with length of service Supportive, friendly, and collaborative team culture Pension scheme Company Christmas bonus On site parking Regular company events Full training provided with ongoing development opportunities Please apply within
Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We re Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays - Death in Service - Private Medical Insurance - Group Income Protection - Employee Assistance Program - Medicash - Private Pension - Discretionary 10% company annual bonus - Hybrid/Work from home - Full support for further professional qualifications. Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!
Jul 02, 2026
Full time
Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We re Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays - Death in Service - Private Medical Insurance - Group Income Protection - Employee Assistance Program - Medicash - Private Pension - Discretionary 10% company annual bonus - Hybrid/Work from home - Full support for further professional qualifications. Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!
Your new company Working for a successful accountancy firm in Plymouth. Full time permanent. Salary 26,765 per annum plus company benefits. 36.25 hours per week Free parking on site. Your new role Providing administrative and secretarial support to Partners, Directors, Managers, and the wider office team Managing meeting room bookings and setups, welcoming clients, arranging refreshments, and supporting the overall client experience Handling incoming calls, post, emails, and general office communications in a professional and efficient manner Supporting office administration processes including payments, petty cash, banking, office supplies, and maintenance coordination Assisting with client onboarding processes, including obtaining identification documentation, maintaining records, and updating internal systems Maintaining accurate internal databases and helping keep client records organised and up to date Supporting the planning and coordination of local office events, including invitations, attendee management, and event administration Providing general administrative support across the office as required Helping with keeping our client records store organised. Preparation of database invitees and attendees for local office events. Creating and sending out invitations managing responses and reminders. Generating content relating to events attended and agreed programme. Providing general event support for the office. What you'll need to succeed A positive, friendly, and approachable manner Experience of longevity in a professional work environment in a previous role Strong organisational skills with the ability to manage multiple tasks and priorities Confidence communicating with clients and colleagues in a professional manner A proactive approach and the ability to work independently when required A professional, discreet, and team-oriented attitude A passion for delivering excellent internal and external service Good typing and administrative processing skills, with strong attention to detail Excellent written and verbal communication skills Good working knowledge of Microsoft Word, Excel, PowerPoint, and Outlook A BTEC, apprenticeship, or qualification in Administration, Office Management, or a related area would be an advantage (but is not essential) What you'll get in return 36.25 hours per week (Flexible working may be available). 20 days annual leave plus bank holidays increasing to 25 days annual leave after three years' service. Annual salary review. Death in service 3 x annual salary. Access to Westfield Rewards and Health scheme. 24-hour external Employee Assistance Programme helpline. Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance. Introducing clients and team member commission schemes. Pension 3% rising to 4% (but matched up to 6% after 4 years' service). Enhanced Maternity and Paternity after one year's service. 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, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jul 02, 2026
Full time
Your new company Working for a successful accountancy firm in Plymouth. Full time permanent. Salary 26,765 per annum plus company benefits. 36.25 hours per week Free parking on site. Your new role Providing administrative and secretarial support to Partners, Directors, Managers, and the wider office team Managing meeting room bookings and setups, welcoming clients, arranging refreshments, and supporting the overall client experience Handling incoming calls, post, emails, and general office communications in a professional and efficient manner Supporting office administration processes including payments, petty cash, banking, office supplies, and maintenance coordination Assisting with client onboarding processes, including obtaining identification documentation, maintaining records, and updating internal systems Maintaining accurate internal databases and helping keep client records organised and up to date Supporting the planning and coordination of local office events, including invitations, attendee management, and event administration Providing general administrative support across the office as required Helping with keeping our client records store organised. Preparation of database invitees and attendees for local office events. Creating and sending out invitations managing responses and reminders. Generating content relating to events attended and agreed programme. Providing general event support for the office. What you'll need to succeed A positive, friendly, and approachable manner Experience of longevity in a professional work environment in a previous role Strong organisational skills with the ability to manage multiple tasks and priorities Confidence communicating with clients and colleagues in a professional manner A proactive approach and the ability to work independently when required A professional, discreet, and team-oriented attitude A passion for delivering excellent internal and external service Good typing and administrative processing skills, with strong attention to detail Excellent written and verbal communication skills Good working knowledge of Microsoft Word, Excel, PowerPoint, and Outlook A BTEC, apprenticeship, or qualification in Administration, Office Management, or a related area would be an advantage (but is not essential) What you'll get in return 36.25 hours per week (Flexible working may be available). 20 days annual leave plus bank holidays increasing to 25 days annual leave after three years' service. Annual salary review. Death in service 3 x annual salary. Access to Westfield Rewards and Health scheme. 24-hour external Employee Assistance Programme helpline. Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance. Introducing clients and team member commission schemes. Pension 3% rising to 4% (but matched up to 6% after 4 years' service). Enhanced Maternity and Paternity after one year's service. 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, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Legal Support Administrator - New Build Property Location: Loughborough The Opportunity An excellent opportunity has arisen to join a well-established and highly regarded law firm with an outstanding reputation for client service. Due to continued growth, the firm is looking to recruit a Legal Support Administrator to join its busy New Build Property team. This is an ideal role for someone with strong administration and customer service skills who is looking to build a long-term career within the legal sector. The position offers genuine progression, with the opportunity to develop into a Residential Conveyancing Administrator role as your experience grows. The Role Working as part of an experienced and supportive team, you will provide administrative support on new build property transactions, working closely with major national house builders, clients and fee earners. Key responsibilities include: Providing administrative support to the New Build Property team. Liaising with large national house builders, clients and third parties. Meeting and assisting clients face-to-face in a professional and friendly manner. Preparing legal documentation and correspondence. Opening new files and maintaining accurate case records. Managing housing plot information and ensuring documentation is updated throughout the transaction. Handling telephone and email enquiries. Assisting with diary management and general office administration. Supporting the team to ensure property transactions progress smoothly and efficiently. About You The successful candidate will: Have previous administration experience (legal or property experience is advantageous but not essential). Be highly organised with excellent attention to detail. Have strong communication and customer service skills. Be confident dealing with clients both in person and over the telephone. Be able to prioritise a busy workload and work effectively as part of a team. Be keen to learn and develop within the legal profession. Have good IT skills, including Microsoft Office. What's on Offer A genuine opportunity to build a long-term career within a respected legal practice. Clear progression into a Residential Conveyancing Administration role. Full training and ongoing support from an experienced team. A friendly, collaborative and supportive working environment. Exposure to high-quality new build property work with major national house builders. Competitive salary and benefits package. Long-term career development within a growing department. This is an excellent opportunity for an ambitious administrator looking to join a professional yet welcoming firm where hard work is recognised, development is encouraged and there is a clear pathway for career progression within residential conveyancing. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jul 02, 2026
Full time
Legal Support Administrator - New Build Property Location: Loughborough The Opportunity An excellent opportunity has arisen to join a well-established and highly regarded law firm with an outstanding reputation for client service. Due to continued growth, the firm is looking to recruit a Legal Support Administrator to join its busy New Build Property team. This is an ideal role for someone with strong administration and customer service skills who is looking to build a long-term career within the legal sector. The position offers genuine progression, with the opportunity to develop into a Residential Conveyancing Administrator role as your experience grows. The Role Working as part of an experienced and supportive team, you will provide administrative support on new build property transactions, working closely with major national house builders, clients and fee earners. Key responsibilities include: Providing administrative support to the New Build Property team. Liaising with large national house builders, clients and third parties. Meeting and assisting clients face-to-face in a professional and friendly manner. Preparing legal documentation and correspondence. Opening new files and maintaining accurate case records. Managing housing plot information and ensuring documentation is updated throughout the transaction. Handling telephone and email enquiries. Assisting with diary management and general office administration. Supporting the team to ensure property transactions progress smoothly and efficiently. About You The successful candidate will: Have previous administration experience (legal or property experience is advantageous but not essential). Be highly organised with excellent attention to detail. Have strong communication and customer service skills. Be confident dealing with clients both in person and over the telephone. Be able to prioritise a busy workload and work effectively as part of a team. Be keen to learn and develop within the legal profession. Have good IT skills, including Microsoft Office. What's on Offer A genuine opportunity to build a long-term career within a respected legal practice. Clear progression into a Residential Conveyancing Administration role. Full training and ongoing support from an experienced team. A friendly, collaborative and supportive working environment. Exposure to high-quality new build property work with major national house builders. Competitive salary and benefits package. Long-term career development within a growing department. This is an excellent opportunity for an ambitious administrator looking to join a professional yet welcoming firm where hard work is recognised, development is encouraged and there is a clear pathway for career progression within residential conveyancing. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Are you a Trainee/Junior Financial Adviser lacking structure in your current role? Or you may be a Paraplanner or experienced technical Administrator with your Level 4 Diploma, looking to take the next step in your career? Or perhaps you feel you aren't seeing the career progression once promised in your current role? An excellent opportunity has arisen for a Trainee Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Advisers. Our client is a highly respected business and is offering a rare opportunity for a Paraplanner or a technical Administrator with their Level 4 Diploma to transition into a Financial Adviser role. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for someone looking to take the next step into client-facing role. The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes. Our client has invested heavily in technology, training and adviser support, allowing Financial Advisers to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work-life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture. You will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into a Financial Planner role. You will also be provided with existing clients once competent, as well as marketing and business development support to grow your client book. What's on Offer Salary to £42,000 Excellent bonus structure Clear pathway into a Financial Adviser role Full training, mentoring and development support Dedicated Administrator and full paraplanning support (upon reaching Adviser status) Full study support towards Chartered status, including study days for exams Flexible and hybrid working environment Genuine autonomy and trust Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered status Excellent company culture with regular social and networking events Who They're Looking For Level 4 Diploma qualified Trainee/Junior Financial Adviser, Paraplanner or experienced technical Administrator seeking a clear route into a Financial Planner role Strong technical knowledge and a genuine passion for financial planning Excellent communication and relationship-building skills Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long-term career development. With an established client bank provided as part of your transition into advice and a clear pathway into a Financial Adviser role, this position offers an exceptional platform on which to build a successful advisory career and earn very well. If this opportunity is of interest, please send your CV to Harry at Financial Divisions
Jul 02, 2026
Full time
Are you a Trainee/Junior Financial Adviser lacking structure in your current role? Or you may be a Paraplanner or experienced technical Administrator with your Level 4 Diploma, looking to take the next step in your career? Or perhaps you feel you aren't seeing the career progression once promised in your current role? An excellent opportunity has arisen for a Trainee Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Advisers. Our client is a highly respected business and is offering a rare opportunity for a Paraplanner or a technical Administrator with their Level 4 Diploma to transition into a Financial Adviser role. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for someone looking to take the next step into client-facing role. The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes. Our client has invested heavily in technology, training and adviser support, allowing Financial Advisers to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work-life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture. You will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into a Financial Planner role. You will also be provided with existing clients once competent, as well as marketing and business development support to grow your client book. What's on Offer Salary to £42,000 Excellent bonus structure Clear pathway into a Financial Adviser role Full training, mentoring and development support Dedicated Administrator and full paraplanning support (upon reaching Adviser status) Full study support towards Chartered status, including study days for exams Flexible and hybrid working environment Genuine autonomy and trust Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered status Excellent company culture with regular social and networking events Who They're Looking For Level 4 Diploma qualified Trainee/Junior Financial Adviser, Paraplanner or experienced technical Administrator seeking a clear route into a Financial Planner role Strong technical knowledge and a genuine passion for financial planning Excellent communication and relationship-building skills Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long-term career development. With an established client bank provided as part of your transition into advice and a clear pathway into a Financial Adviser role, this position offers an exceptional platform on which to build a successful advisory career and earn very well. If this opportunity is of interest, please send your CV to Harry at Financial Divisions
My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit a Mortgage Paraplanner (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. This is predominantly an office based role, with the opportunity to also work from home on one day per week. This is a great opportunity for either an established Mortgage Paraplanner, for an experienced Mortgage Administrator who is keen to work within a more technical position or possibly for an experienced Mortgage Advisor/Broker who is now keen to move away from an advice based role but that still wants to use their technical mortgage product knowledge to good effect. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress for example into either a Team Leader role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will include: You will aid the companies Director and Mortgage and Protection Advisor's by completing mortgage and associated protection product research, assisting to source the ideal mortgage and protection products to meet specific clients criteria. You will liaise between the companies Director, Mortgage and Protection Advisor's, Mortgage and Protection Administrator's, the Mortgage Lenders, Protection Providers, Solicitors and the company's clients to aid the progress of mortgage and protection cases successfully through to their completion. You will provide excellent levels of service. You will use relevant mortgage product sourcing software and the various lenders online platforms/portals to submit Residential & BTL mortgage applications suitably. You will use relevant protection product sourcing software and the various protection providers online platforms/portals to submit insurance applications suitably. Ensuring all work meets the required FCA compliance standards. Key candidate attributes: Strong Mortgage Paraplanning/Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary of £35,000 to £40,000 which is negotiable based upon skill-set/role experience. Plus benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), team trips abroad and a bonus scheme which is based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £4,000 annually. All leading to a possible annual OTE of up to circa £45,000 within this role.If you are interested within these vacancy's and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Jul 02, 2026
Full time
My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit a Mortgage Paraplanner (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. This is predominantly an office based role, with the opportunity to also work from home on one day per week. This is a great opportunity for either an established Mortgage Paraplanner, for an experienced Mortgage Administrator who is keen to work within a more technical position or possibly for an experienced Mortgage Advisor/Broker who is now keen to move away from an advice based role but that still wants to use their technical mortgage product knowledge to good effect. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress for example into either a Team Leader role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will include: You will aid the companies Director and Mortgage and Protection Advisor's by completing mortgage and associated protection product research, assisting to source the ideal mortgage and protection products to meet specific clients criteria. You will liaise between the companies Director, Mortgage and Protection Advisor's, Mortgage and Protection Administrator's, the Mortgage Lenders, Protection Providers, Solicitors and the company's clients to aid the progress of mortgage and protection cases successfully through to their completion. You will provide excellent levels of service. You will use relevant mortgage product sourcing software and the various lenders online platforms/portals to submit Residential & BTL mortgage applications suitably. You will use relevant protection product sourcing software and the various protection providers online platforms/portals to submit insurance applications suitably. Ensuring all work meets the required FCA compliance standards. Key candidate attributes: Strong Mortgage Paraplanning/Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary of £35,000 to £40,000 which is negotiable based upon skill-set/role experience. Plus benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), team trips abroad and a bonus scheme which is based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £4,000 annually. All leading to a possible annual OTE of up to circa £45,000 within this role.If you are interested within these vacancy's and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Client Relationship Manager Wealth Management Cheltenham £26,000 - £32,500 + bonus This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself. You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day. The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop. What the role involves Acting as the first point of contact for clients, handling queries and providing clear updates Managing cases from enquiry through to completion, ensuring steady progress throughout Liaising with providers, advisers, and third parties to keep everything on track Supporting Financial Consultants with documentation, workflow, and preparation Maintaining accurate client records in line with FCA and data protection requirements Working with the Head of Client Relations to improve processes and efficiency What good looks like Clients receive timely, clear communication and feel well supported Cases move smoothly without unnecessary delays or chasing Advisers are properly supported and able to focus on advice Work is organised, accurate, and consistently reliable Who this suits Someone already working in IFA or wealth management administration Looking for more client exposure and responsibility Comfortable managing multiple cases without losing detail Confident communicator who can build trust with clients Interested in progressing towards an adviser role over time Background and experience Experience in IFA or wealth management administration is essential Understanding of how financial planning cases progress end-to-end SJP experience is beneficial but not required Strong organisation and attention to detail A proactive, professional approach to work What's on offer £26,000 - £32,500 salary plus bonus Full study support towards industry qualifications 30 days holiday plus bank holidays Pension, sick pay, and BUPA wellbeing support Additional perks including birthday leave and company events A collaborative team environment with genuine progression opportunities If you're looking to step into a more client-facing role with a clear progression route, this is a strong next move within financial services.
Jul 02, 2026
Full time
Client Relationship Manager Wealth Management Cheltenham £26,000 - £32,500 + bonus This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself. You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day. The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop. What the role involves Acting as the first point of contact for clients, handling queries and providing clear updates Managing cases from enquiry through to completion, ensuring steady progress throughout Liaising with providers, advisers, and third parties to keep everything on track Supporting Financial Consultants with documentation, workflow, and preparation Maintaining accurate client records in line with FCA and data protection requirements Working with the Head of Client Relations to improve processes and efficiency What good looks like Clients receive timely, clear communication and feel well supported Cases move smoothly without unnecessary delays or chasing Advisers are properly supported and able to focus on advice Work is organised, accurate, and consistently reliable Who this suits Someone already working in IFA or wealth management administration Looking for more client exposure and responsibility Comfortable managing multiple cases without losing detail Confident communicator who can build trust with clients Interested in progressing towards an adviser role over time Background and experience Experience in IFA or wealth management administration is essential Understanding of how financial planning cases progress end-to-end SJP experience is beneficial but not required Strong organisation and attention to detail A proactive, professional approach to work What's on offer £26,000 - £32,500 salary plus bonus Full study support towards industry qualifications 30 days holiday plus bank holidays Pension, sick pay, and BUPA wellbeing support Additional perks including birthday leave and company events A collaborative team environment with genuine progression opportunities If you're looking to step into a more client-facing role with a clear progression route, this is a strong next move within financial services.
My client is a very well established, successful, multi-award winning, Directly Authorised, Wealth Management practice. The company's main aim is to provide the best and most impartial advice available to its clientele, operating within a non-sales focused, high client service, advice based culture. The firms clients are both UK and internationally based, they are most frequently of a HNW nature. The company are currently keen to hire an additional Mortgage Administrator (administering mainly Residential and BTL focused cases) to join their established team based within their Central London office. The working hours within this position are Monday to Friday from 9:00am to 5:30pm, with a 1 hour lunch break each day. This is a hybrid role whereby the successful candidate would work from a prime located Central London office on 4 days' of each week, whilst you will have the opportunity to work from home on 1 day of each week. Key responsibilities: Job activities will include: Inputting of mortgage applications. Sending packaging requirements to the lender after application has been submitted. Creating tasks, records and reminders on the CRM. Ensuring all documents are scanned to the activity, prior to and post offer. Creating invoices where applicable. Adding of fees figures. Ensuring MI is up to date on relevant spreadsheets. Sending out of re-broke letters to clients. Ensuring that files are compliant post completion. Chasing lenders where required and providing updates to clients where required to support the Advisors. Updating of notes on the CRM where applicable. Liaising with clients, advisers, lenders, solicitors to ensure that mortgage applications are progressing to exchange/completion suitably. Meeting with Lenders' Business Development Managers. Taking responsibility for product transfer mortgage cases/basic product research. Key candidate attributes: Mortgage Administration experience gained ideally within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online lender portals/platforms. Excellent English written skills and telephone manner. Must demonstrate mortgage knowledge/technical ability and be confident with mortgage based terminology. Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion. Desire to progress in a professional and growing business. The successful candidate will receive a competitive basic salary of up to £37,000 which is negotiable based on skill-set/ability/role experience. Employee benefits include a pension scheme, private medical insurance, an initial 25 day's annual leave (plus the annual bank holidays) and an annual discretionary bonus. If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Jul 02, 2026
Full time
My client is a very well established, successful, multi-award winning, Directly Authorised, Wealth Management practice. The company's main aim is to provide the best and most impartial advice available to its clientele, operating within a non-sales focused, high client service, advice based culture. The firms clients are both UK and internationally based, they are most frequently of a HNW nature. The company are currently keen to hire an additional Mortgage Administrator (administering mainly Residential and BTL focused cases) to join their established team based within their Central London office. The working hours within this position are Monday to Friday from 9:00am to 5:30pm, with a 1 hour lunch break each day. This is a hybrid role whereby the successful candidate would work from a prime located Central London office on 4 days' of each week, whilst you will have the opportunity to work from home on 1 day of each week. Key responsibilities: Job activities will include: Inputting of mortgage applications. Sending packaging requirements to the lender after application has been submitted. Creating tasks, records and reminders on the CRM. Ensuring all documents are scanned to the activity, prior to and post offer. Creating invoices where applicable. Adding of fees figures. Ensuring MI is up to date on relevant spreadsheets. Sending out of re-broke letters to clients. Ensuring that files are compliant post completion. Chasing lenders where required and providing updates to clients where required to support the Advisors. Updating of notes on the CRM where applicable. Liaising with clients, advisers, lenders, solicitors to ensure that mortgage applications are progressing to exchange/completion suitably. Meeting with Lenders' Business Development Managers. Taking responsibility for product transfer mortgage cases/basic product research. Key candidate attributes: Mortgage Administration experience gained ideally within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online lender portals/platforms. Excellent English written skills and telephone manner. Must demonstrate mortgage knowledge/technical ability and be confident with mortgage based terminology. Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion. Desire to progress in a professional and growing business. The successful candidate will receive a competitive basic salary of up to £37,000 which is negotiable based on skill-set/ability/role experience. Employee benefits include a pension scheme, private medical insurance, an initial 25 day's annual leave (plus the annual bank holidays) and an annual discretionary bonus. If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
£30,000 - £45,000 Basic Salary (Depending on Experience) Boutique Wealth Management Firm Close-Knit Team Hybrid Working High-Responsibility Support Role An excellent opportunity has arisen for a Financial Planning Administrator / Client Support Associate to join a boutique and highly personalised wealth management firm based in Central London. Founded in 2013, the business has built a strong reputation for delivering high-quality, client-focused financial planning advice within a close-knit and collaborative team environment. The firm is led by an experienced Director and consists of a small team including another Adviser, an Office Manager and an Administrator. This is a fantastic opportunity for an experienced financial services professional who enjoys taking ownership, working closely with advisers, and providing high-quality administrative and client support across the full financial planning process. The firm is particularly interested in individuals with experience in a structured, high-volume financial planning environment who are confident handling a wide range of administrative and client servicing responsibilities. The Opportunity This is a varied and hands-on support role where you will work closely with advisers and the wider team to ensure the smooth delivery of financial planning services to clients. You will be given significant responsibility from day one, with the opportunity to manage tasks independently, take ownership of processes and proactively support the delivery of client advice. Your responsibilities will include: • Managing incoming client queries and requests in a timely and professional manner • Supporting the preparation of client meetings, including documentation and pre-meeting information • Updating and maintaining accurate client records within Salesforce • Producing suitability letters and supporting documentation • Providing end-to-end financial planning administration support • Liaising with providers and third parties to progress client cases • Monitoring and tracking outstanding tasks to ensure smooth case progression • Taking ownership of workloads and proactively resolving issues where possible • Supporting advisers with general day-to-day client servicing requirements • Ensuring all client records and systems are kept accurate and up to date Requirements • Previous experience within a financial planning, wealth management or IFA environment • Strong understanding of financial services administration processes • Experience working in a structured, client-focused environment • Confident using CRM systems (Salesforce experience advantageous) • Strong organisational skills and ability to manage multiple tasks • High attention to detail and accuracy • Strong communication skills, both written and verbal • Proactive, self-motivated and able to take ownership of work • Ability to work effectively as part of a small, close-knit team What's on Offer • Salary £30,000 - £45,000 depending on experience • Hybrid working arrangement (typically 3-4 days in the office with flexibility) • Central London office location near Covent Garden • Close-knit and supportive team environment • Broad exposure across the full financial planning process • Genuine opportunity to take ownership and add value from day one • Flexible and pragmatic working culture focused on finding the right person rather than rigid structure • Long-term stability within an established boutique wealth management firm Why This Opportunity Stands Out This is a rare opportunity to join a small, established wealth management business where your contribution will be highly visible and genuinely valued. You will be working directly with experienced advisers in a collaborative environment that encourages initiative, responsibility and professional development, making this an excellent role for someone looking to step into a more involved and trusted client support position. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.
Jul 02, 2026
Full time
£30,000 - £45,000 Basic Salary (Depending on Experience) Boutique Wealth Management Firm Close-Knit Team Hybrid Working High-Responsibility Support Role An excellent opportunity has arisen for a Financial Planning Administrator / Client Support Associate to join a boutique and highly personalised wealth management firm based in Central London. Founded in 2013, the business has built a strong reputation for delivering high-quality, client-focused financial planning advice within a close-knit and collaborative team environment. The firm is led by an experienced Director and consists of a small team including another Adviser, an Office Manager and an Administrator. This is a fantastic opportunity for an experienced financial services professional who enjoys taking ownership, working closely with advisers, and providing high-quality administrative and client support across the full financial planning process. The firm is particularly interested in individuals with experience in a structured, high-volume financial planning environment who are confident handling a wide range of administrative and client servicing responsibilities. The Opportunity This is a varied and hands-on support role where you will work closely with advisers and the wider team to ensure the smooth delivery of financial planning services to clients. You will be given significant responsibility from day one, with the opportunity to manage tasks independently, take ownership of processes and proactively support the delivery of client advice. Your responsibilities will include: • Managing incoming client queries and requests in a timely and professional manner • Supporting the preparation of client meetings, including documentation and pre-meeting information • Updating and maintaining accurate client records within Salesforce • Producing suitability letters and supporting documentation • Providing end-to-end financial planning administration support • Liaising with providers and third parties to progress client cases • Monitoring and tracking outstanding tasks to ensure smooth case progression • Taking ownership of workloads and proactively resolving issues where possible • Supporting advisers with general day-to-day client servicing requirements • Ensuring all client records and systems are kept accurate and up to date Requirements • Previous experience within a financial planning, wealth management or IFA environment • Strong understanding of financial services administration processes • Experience working in a structured, client-focused environment • Confident using CRM systems (Salesforce experience advantageous) • Strong organisational skills and ability to manage multiple tasks • High attention to detail and accuracy • Strong communication skills, both written and verbal • Proactive, self-motivated and able to take ownership of work • Ability to work effectively as part of a small, close-knit team What's on Offer • Salary £30,000 - £45,000 depending on experience • Hybrid working arrangement (typically 3-4 days in the office with flexibility) • Central London office location near Covent Garden • Close-knit and supportive team environment • Broad exposure across the full financial planning process • Genuine opportunity to take ownership and add value from day one • Flexible and pragmatic working culture focused on finding the right person rather than rigid structure • Long-term stability within an established boutique wealth management firm Why This Opportunity Stands Out This is a rare opportunity to join a small, established wealth management business where your contribution will be highly visible and genuinely valued. You will be working directly with experienced advisers in a collaborative environment that encourages initiative, responsibility and professional development, making this an excellent role for someone looking to step into a more involved and trusted client support position. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.
Our client is going through an exciting period of growth and is looking to recruit a Client Services Administrator (Property), to join their team in Bracknell. Please note that this is NOT a Sales role. You will NOT be required to sell properties yourself Our client is happy to consider candidates who have previously worked within the property industry as well as candidates who come from outside the industry . No-matter what background you come from, you MUST be able to demonstrate a good academic ability and be committed to working hard and learning in a fast-paced environment. (Psychometric testing will form part of the interview process). The company provide an outsourced service to their clients, selling properties on their behalf. This team specifically supports the process by acting in their clients' best interests; ensuring the best possible outcome is always achieved. Attributes of successful applicant: Confident communicator - both verbal and written Resilience, positivity, and able to work in a fast-paced environment Able to solve problems and multitask Strong organisational skills Strong PC skills The role: Building strong relationships with agents and clients Liaising with third parties Progressing each sale through to successful completion Identifying the most appropriate agent to sell each property Entering property specifications on to the system Managing the process from the initial marketing of the property through to successful completion Researching and comparing recent sales of similar properties Managing incoming enquiries Analysing local market conditions through liaison with vendors Always ensuring the best outcomes for all parties concerned. Benefits of working for the company: A bonus of up to £5,200 per year 23 days holiday plus bank holidays, Xmas Eve and your birthday off! Free parking on site Subsidized gym membership Cycle to work scheme Healthcare Cash Plan Health Screening Life Assurance Discounts on Property services In line with GDPR regulations, we are making you aware that to proceed with your application we will need to contact you via email, telephone and/or text message. To receive future job alerts from us, you will be required to provide consent within our marketing preference options. The link will be provided in an email to you. Due to the high number of applications that we are receiving, we are unable to respond to every application individually. If you do not hear from us within 5 days, please assume that your application has not been successful.
Jul 02, 2026
Full time
Our client is going through an exciting period of growth and is looking to recruit a Client Services Administrator (Property), to join their team in Bracknell. Please note that this is NOT a Sales role. You will NOT be required to sell properties yourself Our client is happy to consider candidates who have previously worked within the property industry as well as candidates who come from outside the industry . No-matter what background you come from, you MUST be able to demonstrate a good academic ability and be committed to working hard and learning in a fast-paced environment. (Psychometric testing will form part of the interview process). The company provide an outsourced service to their clients, selling properties on their behalf. This team specifically supports the process by acting in their clients' best interests; ensuring the best possible outcome is always achieved. Attributes of successful applicant: Confident communicator - both verbal and written Resilience, positivity, and able to work in a fast-paced environment Able to solve problems and multitask Strong organisational skills Strong PC skills The role: Building strong relationships with agents and clients Liaising with third parties Progressing each sale through to successful completion Identifying the most appropriate agent to sell each property Entering property specifications on to the system Managing the process from the initial marketing of the property through to successful completion Researching and comparing recent sales of similar properties Managing incoming enquiries Analysing local market conditions through liaison with vendors Always ensuring the best outcomes for all parties concerned. Benefits of working for the company: A bonus of up to £5,200 per year 23 days holiday plus bank holidays, Xmas Eve and your birthday off! Free parking on site Subsidized gym membership Cycle to work scheme Healthcare Cash Plan Health Screening Life Assurance Discounts on Property services In line with GDPR regulations, we are making you aware that to proceed with your application we will need to contact you via email, telephone and/or text message. To receive future job alerts from us, you will be required to provide consent within our marketing preference options. The link will be provided in an email to you. Due to the high number of applications that we are receiving, we are unable to respond to every application individually. If you do not hear from us within 5 days, please assume that your application has not been successful.
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Jul 02, 2026
Full time
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Receptionist / Administrator (Part-Time, Temp to Perm) MONDAY START Location: Cheltenham Central Pay Rate: 13.85 per hour Contract: Temporary (4 weeks initially) with an excellent opportunity to become permanent We're delighted to be recruiting for a brand-new clinic opening in the heart of Cheltenham. This is an exciting opportunity for a friendly, organised and professional Receptionist / Administrator to join the team from the very beginning and help create an outstanding experience for every client who visits. Starting on a 4-week temporary contract, this role offers a strong opportunity to become permanent for the right candidate. If you're passionate about delivering exceptional customer service, enjoy working with people and take pride in creating a welcoming environment, we'd love to hear from you. Shift Patterns Available Please note, candidates must be able to commit to one of the following fixed shift patterns: Option 1 Monday: 8:00am - 5:00pm Tuesday: 10:00am - 7:00pm Wednesday: 8:00am - 5:00pm Option 2 Thursday: 8:00am - 5:00pm Friday: 8:00am - 5:00pm Saturday: 9:00am - 4:00pm The Role As the face of the clinic, you will be responsible for ensuring every client receives a warm welcome and outstanding service from arrival through to departure. You'll play a key role in the smooth day-to-day running of reception while providing valuable administrative support to the wider team. Key Responsibilities Welcoming clients and visitors in a friendly and professional manner Onboarding new clients and completing registrations accurately Providing exceptional customer service and support to existing clients Handling incoming telephone calls and email enquiries efficiently Scheduling appointments and assisting with general client enquiries Maintaining a clean, organised and welcoming reception area Completing administrative duties including data entry, filing and document management Supporting the wider team with day-to-day administration tasks Ensuring a consistently positive customer experience for all visitors About You Previous experience within a receptionist, administration, customer service or front-of-house role Excellent communication and interpersonal skills Strong organisational skills and attention to detail Confident using Microsoft Office and other computer systems Able to manage multiple tasks and prioritise workloads effectively Professional, reliable and team-oriented approach Passionate about delivering outstanding customer service What's on Offer 13.85 per hour Central Cheltenham location Opportunity to join a brand-new clinic from launch Friendly and supportive team environment Excellent temp-to-perm opportunity for the right candidate Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jul 02, 2026
Full time
Receptionist / Administrator (Part-Time, Temp to Perm) MONDAY START Location: Cheltenham Central Pay Rate: 13.85 per hour Contract: Temporary (4 weeks initially) with an excellent opportunity to become permanent We're delighted to be recruiting for a brand-new clinic opening in the heart of Cheltenham. This is an exciting opportunity for a friendly, organised and professional Receptionist / Administrator to join the team from the very beginning and help create an outstanding experience for every client who visits. Starting on a 4-week temporary contract, this role offers a strong opportunity to become permanent for the right candidate. If you're passionate about delivering exceptional customer service, enjoy working with people and take pride in creating a welcoming environment, we'd love to hear from you. Shift Patterns Available Please note, candidates must be able to commit to one of the following fixed shift patterns: Option 1 Monday: 8:00am - 5:00pm Tuesday: 10:00am - 7:00pm Wednesday: 8:00am - 5:00pm Option 2 Thursday: 8:00am - 5:00pm Friday: 8:00am - 5:00pm Saturday: 9:00am - 4:00pm The Role As the face of the clinic, you will be responsible for ensuring every client receives a warm welcome and outstanding service from arrival through to departure. You'll play a key role in the smooth day-to-day running of reception while providing valuable administrative support to the wider team. Key Responsibilities Welcoming clients and visitors in a friendly and professional manner Onboarding new clients and completing registrations accurately Providing exceptional customer service and support to existing clients Handling incoming telephone calls and email enquiries efficiently Scheduling appointments and assisting with general client enquiries Maintaining a clean, organised and welcoming reception area Completing administrative duties including data entry, filing and document management Supporting the wider team with day-to-day administration tasks Ensuring a consistently positive customer experience for all visitors About You Previous experience within a receptionist, administration, customer service or front-of-house role Excellent communication and interpersonal skills Strong organisational skills and attention to detail Confident using Microsoft Office and other computer systems Able to manage multiple tasks and prioritise workloads effectively Professional, reliable and team-oriented approach Passionate about delivering outstanding customer service What's on Offer 13.85 per hour Central Cheltenham location Opportunity to join a brand-new clinic from launch Friendly and supportive team environment Excellent temp-to-perm opportunity for the right candidate Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Our client, an innovative boutique Wealth Management firm, is looking to expand their offering to a rage of Individual and Corporate Clients. A new role is available for a skilled Administrator to join their team in London Working as part of a close knit and professional team, your role will be to deliver a first class service to clients and colleagues. Your role will be varied and requires a well organised and practical individual. The team focuses on delivering bespoke solutions to Private and Corporate Clients. As such, your work will focus on Individual Wealth Management including Retirement, Investment and Protection planning as well as Corporate Schemes including GPPs, PHI, DIS and Critical Illness cover as well as specialist Insurance Schemes such as Keyman. You will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. The successful candidate will have in depth knowledge and understanding of the Wealth Management and Employee Benefits process, allied to broad technical knowledge covering all areas of Pensions, Investments and Group Risk cover. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest. Sales Support Administrator, Administration, Employee Benefits, Financial Services, Corporate Benefits, New Business, Client Service, Pensions, Group Risk By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Jul 02, 2026
Full time
Our client, an innovative boutique Wealth Management firm, is looking to expand their offering to a rage of Individual and Corporate Clients. A new role is available for a skilled Administrator to join their team in London Working as part of a close knit and professional team, your role will be to deliver a first class service to clients and colleagues. Your role will be varied and requires a well organised and practical individual. The team focuses on delivering bespoke solutions to Private and Corporate Clients. As such, your work will focus on Individual Wealth Management including Retirement, Investment and Protection planning as well as Corporate Schemes including GPPs, PHI, DIS and Critical Illness cover as well as specialist Insurance Schemes such as Keyman. You will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. The successful candidate will have in depth knowledge and understanding of the Wealth Management and Employee Benefits process, allied to broad technical knowledge covering all areas of Pensions, Investments and Group Risk cover. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest. Sales Support Administrator, Administration, Employee Benefits, Financial Services, Corporate Benefits, New Business, Client Service, Pensions, Group Risk By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
£30,000 - £38,000 Basic Salary + Bonus + Comprehensive Benefits Established Wealth Management Firm Study Support Available Long-Term Career Development A fantastic opportunity has arisen for an experienced Financial Planning Administrator to join a highly regarded Independent Financial Advisory firm based in Godalming. Established for over 20 years, this successful wealth management practice provides holistic financial planning and mortgage advice to families, retirees, professionals and high-net-worth individuals across Surrey, Hampshire and London. The business has built an excellent reputation through delivering a high level of client service and maintaining long-standing relationships with its loyal client base. Following a period of significant growth and increased levels of new business, the firm is now looking to strengthen its support team with the addition of a Financial Planning Administrator who will play a key role in supporting advisers, paraplanners and clients across the entire financial planning process. The Opportunity This is a varied and rewarding administration role where you will gain exposure to all aspects of financial planning administration while working closely with experienced advisers and paraplanners. Your responsibilities will include: • Obtaining and maintaining client information and documentation • Preparing and processing letters of authority and valuation requests • Supporting the onboarding of new clients and conducting AML checks • Liaising with clients, providers and platform providers on a daily basis • Preparing client review packs and meeting documentation • Processing new business applications and servicing existing policies • Maintaining accurate client records and updating back-office systems • Supporting advisers and paraplanners with ongoing client servicing requirements You will gain exposure to a broad range of financial planning products and platforms, including Quilter, Aviva, Elevate, Standard Life Wrap and Transact. Requirements • Previous experience within a Financial Planning Administrator or Wealth Management Administrator role • Strong understanding of financial planning administration processes • Excellent organisational and communication skills • Ability to manage multiple cases and deadlines effectively • Experience using Intelligent Office would be highly advantageous • Professional and client-focused approach • A desire to build a long-term career within financial planning What's on Offer • £30,000 - £38,000 basic salary depending on experience • Bonus scheme participation • 25 days holiday plus bank holidays • Excellent pension contribution • Death in Service benefit • Income Protection cover • Full induction and training programme • Study support for professional qualifications • Accessible office parking • Ongoing exposure to experienced advisers and paraplanners • Long-term career progression opportunities within a growing business This is an excellent opportunity for an ambitious Financial Planning Administrator seeking to join a successful and well-established wealth management firm where you can develop your technical knowledge, broaden your industry exposure and build a rewarding long-term career. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.
Jul 02, 2026
Full time
£30,000 - £38,000 Basic Salary + Bonus + Comprehensive Benefits Established Wealth Management Firm Study Support Available Long-Term Career Development A fantastic opportunity has arisen for an experienced Financial Planning Administrator to join a highly regarded Independent Financial Advisory firm based in Godalming. Established for over 20 years, this successful wealth management practice provides holistic financial planning and mortgage advice to families, retirees, professionals and high-net-worth individuals across Surrey, Hampshire and London. The business has built an excellent reputation through delivering a high level of client service and maintaining long-standing relationships with its loyal client base. Following a period of significant growth and increased levels of new business, the firm is now looking to strengthen its support team with the addition of a Financial Planning Administrator who will play a key role in supporting advisers, paraplanners and clients across the entire financial planning process. The Opportunity This is a varied and rewarding administration role where you will gain exposure to all aspects of financial planning administration while working closely with experienced advisers and paraplanners. Your responsibilities will include: • Obtaining and maintaining client information and documentation • Preparing and processing letters of authority and valuation requests • Supporting the onboarding of new clients and conducting AML checks • Liaising with clients, providers and platform providers on a daily basis • Preparing client review packs and meeting documentation • Processing new business applications and servicing existing policies • Maintaining accurate client records and updating back-office systems • Supporting advisers and paraplanners with ongoing client servicing requirements You will gain exposure to a broad range of financial planning products and platforms, including Quilter, Aviva, Elevate, Standard Life Wrap and Transact. Requirements • Previous experience within a Financial Planning Administrator or Wealth Management Administrator role • Strong understanding of financial planning administration processes • Excellent organisational and communication skills • Ability to manage multiple cases and deadlines effectively • Experience using Intelligent Office would be highly advantageous • Professional and client-focused approach • A desire to build a long-term career within financial planning What's on Offer • £30,000 - £38,000 basic salary depending on experience • Bonus scheme participation • 25 days holiday plus bank holidays • Excellent pension contribution • Death in Service benefit • Income Protection cover • Full induction and training programme • Study support for professional qualifications • Accessible office parking • Ongoing exposure to experienced advisers and paraplanners • Long-term career progression opportunities within a growing business This is an excellent opportunity for an ambitious Financial Planning Administrator seeking to join a successful and well-established wealth management firm where you can develop your technical knowledge, broaden your industry exposure and build a rewarding long-term career. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.
Employee Benefits Administrator - Group Risk Manchester Hybrid Working (3 Days Office / 2 Days Home) Salary: Up to £36,000 + Benefits A highly regarded wealth planning and employee benefits consultancy is seeking an experienced Employee Benefits Administrator to join its growing team in Manchester. This is an excellent opportunity for an administrator with experienc e in Group Risk who wants to join a supportive and professional firm offering long-term career development, hybrid working, and exposure to a diverse portfolio of corporate clients. The Role Working closely with Employee Benefits Consultants, you will provide comprehensive administration support across a range of Group Risk schemes, including: Group Life Assurance Group Income Protection Group Critical Illness Excepted Group Life Your responsibilities will include: Processing new business and scheme renewals Preparing quotations and market review documentation Liaising with insurers and providers Supporting consultants with client servicing activities Managing member and client enquiries Maintaining accurate records and scheme documentation Assisting with client reviews and ongoing scheme administration Ensuring service standards and deadlines are consistently met About You To be successful in this role, you will have: Previous administration experience within Employee Benefits Strong knowledge of Group Risk products Experience dealing with insurers and providers Excellent organisational and communication skills A proactive and detail-oriented approach The ability to manage multiple priorities in a fast-paced environment What's On Offer? Basic salary up to £36,000 Hybrid working arrangement Central Manchester office location Supportive and collaborative team environment Ongoing training and professional development Excellent long-term career prospects within a growing consultancy Comprehensive benefits package This role would suit an Employee Benefits Administrator, Group Risk Administrator, Corporate Benefits Administrator, or Employee Benefits Support professional looking to further their career within a respected and expanding consultancy.
Jul 02, 2026
Full time
Employee Benefits Administrator - Group Risk Manchester Hybrid Working (3 Days Office / 2 Days Home) Salary: Up to £36,000 + Benefits A highly regarded wealth planning and employee benefits consultancy is seeking an experienced Employee Benefits Administrator to join its growing team in Manchester. This is an excellent opportunity for an administrator with experienc e in Group Risk who wants to join a supportive and professional firm offering long-term career development, hybrid working, and exposure to a diverse portfolio of corporate clients. The Role Working closely with Employee Benefits Consultants, you will provide comprehensive administration support across a range of Group Risk schemes, including: Group Life Assurance Group Income Protection Group Critical Illness Excepted Group Life Your responsibilities will include: Processing new business and scheme renewals Preparing quotations and market review documentation Liaising with insurers and providers Supporting consultants with client servicing activities Managing member and client enquiries Maintaining accurate records and scheme documentation Assisting with client reviews and ongoing scheme administration Ensuring service standards and deadlines are consistently met About You To be successful in this role, you will have: Previous administration experience within Employee Benefits Strong knowledge of Group Risk products Experience dealing with insurers and providers Excellent organisational and communication skills A proactive and detail-oriented approach The ability to manage multiple priorities in a fast-paced environment What's On Offer? Basic salary up to £36,000 Hybrid working arrangement Central Manchester office location Supportive and collaborative team environment Ongoing training and professional development Excellent long-term career prospects within a growing consultancy Comprehensive benefits package This role would suit an Employee Benefits Administrator, Group Risk Administrator, Corporate Benefits Administrator, or Employee Benefits Support professional looking to further their career within a respected and expanding consultancy.