Ernest Gordon Recruitment Limited
Hillingdon, Middlesex
IFA Administrator (Flexible / Financial Services) 33,000 - 36,000 + Funded Qualifications + 33 Days Holiday + Hybrid (3 days in Office) + Flexible Hours + Training + Progression Hillingdon Are you an IFA Administrator looking to join a well-established and stable IFA, which will offer you 33 days holiday, hybrid working and excellent work life balance? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention. Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings. This role offers ultimate work life balance with flexible hours, hybrid working and 33 days holiday. This role would suit an IFA Administrator looking for a stable business which look after their employees. They will offer you 2 days a week WFH, flexible hours and 33 days holiday. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Looking for work life balance Reference Number: BBBH 26249 IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Finance, Hillingdon, Uxbridge, Ealing, Harrow, Slough If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon 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 our website.
Jul 10, 2026
Full time
IFA Administrator (Flexible / Financial Services) 33,000 - 36,000 + Funded Qualifications + 33 Days Holiday + Hybrid (3 days in Office) + Flexible Hours + Training + Progression Hillingdon Are you an IFA Administrator looking to join a well-established and stable IFA, which will offer you 33 days holiday, hybrid working and excellent work life balance? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention. Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings. This role offers ultimate work life balance with flexible hours, hybrid working and 33 days holiday. This role would suit an IFA Administrator looking for a stable business which look after their employees. They will offer you 2 days a week WFH, flexible hours and 33 days holiday. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Looking for work life balance Reference Number: BBBH 26249 IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Finance, Hillingdon, Uxbridge, Ealing, Harrow, Slough If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon 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 our website.
Job Title: Office Manager Location: West Edinburgh Salary: 28,000 - 32,000 DOE Start date : As soon as possible Hours: 35 hours per week (Initial full time onsite period, then hybrid) The Opportunity Our client is looking for a highly organised, proactive and hands-on Office Manager to become the operational backbone of their close-knit team. This is a varied and rewarding position that combines office management, executive support, supplier coordination, compliance administration and logistics management. You'll play a pivotal role in ensuring the smooth day-to-day running of the business, working closely with key stakeholders and taking ownership of essential operational processes. This opportunity is ideal for an experienced office professional who enjoys autonomy, thrives in a fast-paced environment and takes pride in keeping everything running efficiently behind the scenes. Key Responsibilities As Office Manager, you will be responsible for: Coordinating travel and logistics arrangements, including flights, accommodation, vehicle hire, parking, deliveries and collections. Reviewing and processing expenses, ensuring accuracy and compliance with company procedures. Managing accreditation and compliance administration, including maintaining records and monitoring renewal schedules. Overseeing health and safety administration, ensuring servicing schedules, certifications and compliance requirements are maintained. Liaising with suppliers and service providers, obtaining quotations and managing follow-up activities. Supporting business operations through meeting coordination, note-taking and maintenance of digital filing systems. Managing office supplies, equipment and facilities-related requirements. Coordinating IT, telecommunications and software subscription administration. Supporting onboarding processes, including documentation, right-to-work checks and equipment allocation. Managing diaries, calendars and meeting arrangements. Acting as the first point of contact for general enquiries and administrative matters. Monitoring outstanding actions and helping to keep projects and business activities on track. About You To be successful in this role, you will bring: Essential Experience Previous experience in an Office Manager, Senior Administrator or similar position. Proven ability to work independently and manage responsibilities with minimal supervision. Experience juggling multiple priorities within a busy and dynamic environment. Excellent organisational and administrative skills with strong attention to detail. Confidence building relationships with external suppliers, partners and stakeholders. Strong IT skills and a practical, technically minded approach. Personal Qualities Proactive, self-motivated and able to take ownership of tasks. Strong communication and interpersonal skills. A solution-focused approach with excellent problem-solving abilities. Flexible and adaptable, with the ability to thrive in a small team environment. Professional, reliable and committed to delivering high standards. Interested? We'd love to hear from experienced Office Managers and senior administrators looking for their next challenge in a rewarding and diverse role. Apply today to find out more. This vacancy is being advertised on behalf of Office Angels who are operating as an employment agency. Office Angels are an equal opportunities employer. 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 10, 2026
Full time
Job Title: Office Manager Location: West Edinburgh Salary: 28,000 - 32,000 DOE Start date : As soon as possible Hours: 35 hours per week (Initial full time onsite period, then hybrid) The Opportunity Our client is looking for a highly organised, proactive and hands-on Office Manager to become the operational backbone of their close-knit team. This is a varied and rewarding position that combines office management, executive support, supplier coordination, compliance administration and logistics management. You'll play a pivotal role in ensuring the smooth day-to-day running of the business, working closely with key stakeholders and taking ownership of essential operational processes. This opportunity is ideal for an experienced office professional who enjoys autonomy, thrives in a fast-paced environment and takes pride in keeping everything running efficiently behind the scenes. Key Responsibilities As Office Manager, you will be responsible for: Coordinating travel and logistics arrangements, including flights, accommodation, vehicle hire, parking, deliveries and collections. Reviewing and processing expenses, ensuring accuracy and compliance with company procedures. Managing accreditation and compliance administration, including maintaining records and monitoring renewal schedules. Overseeing health and safety administration, ensuring servicing schedules, certifications and compliance requirements are maintained. Liaising with suppliers and service providers, obtaining quotations and managing follow-up activities. Supporting business operations through meeting coordination, note-taking and maintenance of digital filing systems. Managing office supplies, equipment and facilities-related requirements. Coordinating IT, telecommunications and software subscription administration. Supporting onboarding processes, including documentation, right-to-work checks and equipment allocation. Managing diaries, calendars and meeting arrangements. Acting as the first point of contact for general enquiries and administrative matters. Monitoring outstanding actions and helping to keep projects and business activities on track. About You To be successful in this role, you will bring: Essential Experience Previous experience in an Office Manager, Senior Administrator or similar position. Proven ability to work independently and manage responsibilities with minimal supervision. Experience juggling multiple priorities within a busy and dynamic environment. Excellent organisational and administrative skills with strong attention to detail. Confidence building relationships with external suppliers, partners and stakeholders. Strong IT skills and a practical, technically minded approach. Personal Qualities Proactive, self-motivated and able to take ownership of tasks. Strong communication and interpersonal skills. A solution-focused approach with excellent problem-solving abilities. Flexible and adaptable, with the ability to thrive in a small team environment. Professional, reliable and committed to delivering high standards. Interested? We'd love to hear from experienced Office Managers and senior administrators looking for their next challenge in a rewarding and diverse role. Apply today to find out more. This vacancy is being advertised on behalf of Office Angels who are operating as an employment agency. Office Angels are an equal opportunities employer. 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.
We are currently recruiting for a Sales Administrator on behalf of our client, a well-established automotive business located in Stratford-upon-Avon, Warwickshire. This role presents an excellent opportunity for a skilled and experienced Sales Administrator seeking long-term career development within the motor trade. The successful individual will be responsible for supporting vehicle sales processes, maintaining accurate stock records, and providing essential administrative assistance to the sales team. The position offers a dynamic working environment within a reputable company committed to staff development and employee satisfaction. Benefits of the Sales Administrator: Competitive hourly rate of 13.52 33 days' annual leave, including bank holidays Company pension scheme and life assurance Vehicle purchase scheme Staff discounts on servicing, parts, and body repairs Cycle to Work scheme and lifestyle discounts Paid volunteering day each year Ongoing training and clear career progression pathways Duties of the Sales Administrator: Processing new vehicle purchases and preparation Maintaining and updating vehicle stock records accurately Managing and updating vehicle databases Building and maintaining solid relationships with suppliers, customers, and colleagues Supporting the sales team with administrative tasks Ensuring accurate filing systems and documentation Assisting with the efficient movement and supply of vehicles Providing general administrative support to enhance operational efficiency Requirements of the Sales Administrator: Previous administration experience, ideally within the motor trade or automotive industry Strong organisational skills with excellent attention to detail Confident user of Microsoft Office packages Experience with Dealer Management Systems such as Kerridge, ADP, or Keyloop is desirable Excellent communication and customer service skills Ability to work effectively in a fast-paced, target-driven environment Proactive attitude and team-oriented approach If you are an organised and motivated Sales Administrator looking for your next career move in the automotive sector, we would be pleased to hear from you. Contact Aedan Oliver, Automotive Recruitment Specialist at Perfect Placement covering Stratford-upon-Avon and Warwickshire, today to discover more about this fantastic opportunity. Our team of Automotive recruitment specialists are dedicated to finding the perfect match for both job seekers and employers in the motor trade. Don't settle for just any Motor Trade job - let us help you find the one to take the first step towards your dream Motor Trade career.
Jul 10, 2026
Full time
We are currently recruiting for a Sales Administrator on behalf of our client, a well-established automotive business located in Stratford-upon-Avon, Warwickshire. This role presents an excellent opportunity for a skilled and experienced Sales Administrator seeking long-term career development within the motor trade. The successful individual will be responsible for supporting vehicle sales processes, maintaining accurate stock records, and providing essential administrative assistance to the sales team. The position offers a dynamic working environment within a reputable company committed to staff development and employee satisfaction. Benefits of the Sales Administrator: Competitive hourly rate of 13.52 33 days' annual leave, including bank holidays Company pension scheme and life assurance Vehicle purchase scheme Staff discounts on servicing, parts, and body repairs Cycle to Work scheme and lifestyle discounts Paid volunteering day each year Ongoing training and clear career progression pathways Duties of the Sales Administrator: Processing new vehicle purchases and preparation Maintaining and updating vehicle stock records accurately Managing and updating vehicle databases Building and maintaining solid relationships with suppliers, customers, and colleagues Supporting the sales team with administrative tasks Ensuring accurate filing systems and documentation Assisting with the efficient movement and supply of vehicles Providing general administrative support to enhance operational efficiency Requirements of the Sales Administrator: Previous administration experience, ideally within the motor trade or automotive industry Strong organisational skills with excellent attention to detail Confident user of Microsoft Office packages Experience with Dealer Management Systems such as Kerridge, ADP, or Keyloop is desirable Excellent communication and customer service skills Ability to work effectively in a fast-paced, target-driven environment Proactive attitude and team-oriented approach If you are an organised and motivated Sales Administrator looking for your next career move in the automotive sector, we would be pleased to hear from you. Contact Aedan Oliver, Automotive Recruitment Specialist at Perfect Placement covering Stratford-upon-Avon and Warwickshire, today to discover more about this fantastic opportunity. Our team of Automotive recruitment specialists are dedicated to finding the perfect match for both job seekers and employers in the motor trade. Don't settle for just any Motor Trade job - let us help you find the one to take the first step towards your dream Motor Trade career.
TITLE: Financial Services Administrator LOCATION: Exeter SALARY: 27,000 - 33,000 per annum DOE BENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunities HOURS: Monday to Friday 9.00am - 5.00pm THE COMPANY: Our client, a well-established and growing financial services organisation, is looking to appoint a motivated Financial Services Administrator to join their friendly and professional operations team. This is a fast-paced, client-focused environment where you will play a key role in supporting advisers and ensuring a high-quality client experience. You will be part of a collaborative team with excellent opportunities for development and progression. DUTIES INCLUDE: Client Servicing: Managing ongoing client servicing tasks, review cycles, and follow-up activities for an allocated client segment. Adviser Support: Supporting Financial Advisers with meeting preparation, case management, and client communications. Client Communication: Responding to client queries via email and telephone in a timely and professional manner. Record Management: Maintaining accurate and up-to-date client records within CRM systems (Salesforce). Onboarding Support: Assisting with new client onboarding and ongoing servicing processes. Compliance: Ensuring all activities meet regulatory and internal compliance standards. Administration: Providing general administrative support to ensure smooth day-to-day operations. Key Skills & Qualifications Technical Skills: Experience using CRM systems (Salesforce desirable) and strong Microsoft 365 skills. Soft Skills: Excellent organisation, communication, and time management skills. Attention to Detail: High level of accuracy and consistency in all work. Experience: Previous experience within financial services is essential. Working Style: Ability to manage a busy workload, prioritise effectively, and remain calm under pressure. How to Apply: If you're excited about this opportunity and believe you'd be a great fit, we want to hear from you! Please apply online, send your CV to (url removed) 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 10, 2026
Full time
TITLE: Financial Services Administrator LOCATION: Exeter SALARY: 27,000 - 33,000 per annum DOE BENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunities HOURS: Monday to Friday 9.00am - 5.00pm THE COMPANY: Our client, a well-established and growing financial services organisation, is looking to appoint a motivated Financial Services Administrator to join their friendly and professional operations team. This is a fast-paced, client-focused environment where you will play a key role in supporting advisers and ensuring a high-quality client experience. You will be part of a collaborative team with excellent opportunities for development and progression. DUTIES INCLUDE: Client Servicing: Managing ongoing client servicing tasks, review cycles, and follow-up activities for an allocated client segment. Adviser Support: Supporting Financial Advisers with meeting preparation, case management, and client communications. Client Communication: Responding to client queries via email and telephone in a timely and professional manner. Record Management: Maintaining accurate and up-to-date client records within CRM systems (Salesforce). Onboarding Support: Assisting with new client onboarding and ongoing servicing processes. Compliance: Ensuring all activities meet regulatory and internal compliance standards. Administration: Providing general administrative support to ensure smooth day-to-day operations. Key Skills & Qualifications Technical Skills: Experience using CRM systems (Salesforce desirable) and strong Microsoft 365 skills. Soft Skills: Excellent organisation, communication, and time management skills. Attention to Detail: High level of accuracy and consistency in all work. Experience: Previous experience within financial services is essential. Working Style: Ability to manage a busy workload, prioritise effectively, and remain calm under pressure. How to Apply: If you're excited about this opportunity and believe you'd be a great fit, we want to hear from you! Please apply online, send your CV to (url removed) 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.
Administrator Warrington Up to 28,000 DOE Our client, a well-established and growing specialist contractor based in Warrington, is looking to recruit an organised and proactive Admin to join their busy team. Key responsibilities: Answering and redirecting inbound calls Managing the admin mailbox Set up projects in SimPRO Raising purchase orders. Book travel and accommodation for engineers. Manage deliveries, stock, and returns. Handle post, couriers, calls, and shared inboxes. Maintain records, process invoices, and support general administration. Coordinate vehicle servicing, equipment inspections, and basic health & safety checks. Requirements: Previous administration experience. Strong organisational and communication skills. Good Microsoft Office knowledge. For further information about this opportunity please call Maddie at Forrest Recruitment for a confidential discussion on (phone number removed). Alternatively, please forward your CV for immediate consideration, I look forward to hearing from you. Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.
Jul 10, 2026
Full time
Administrator Warrington Up to 28,000 DOE Our client, a well-established and growing specialist contractor based in Warrington, is looking to recruit an organised and proactive Admin to join their busy team. Key responsibilities: Answering and redirecting inbound calls Managing the admin mailbox Set up projects in SimPRO Raising purchase orders. Book travel and accommodation for engineers. Manage deliveries, stock, and returns. Handle post, couriers, calls, and shared inboxes. Maintain records, process invoices, and support general administration. Coordinate vehicle servicing, equipment inspections, and basic health & safety checks. Requirements: Previous administration experience. Strong organisational and communication skills. Good Microsoft Office knowledge. For further information about this opportunity please call Maddie at Forrest Recruitment for a confidential discussion on (phone number removed). Alternatively, please forward your CV for immediate consideration, I look forward to hearing from you. Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.
Corporate Sales Administrator required for Automotive Fleet Dealership based in Stockport! The position is full-time and permanent, with 33 days annual leave. For your hard work as a Sales Administrator for our Motor Trade Client you can expect a salary of up to £25,000. Benefits for the Successful Corporate Sales Administrator: Enjoy 33 days of annual leave (including bank holidays) Access exclusive retail discounts, plus savings on new and used cars and servicing offers Benefit from a company pension scheme to help you plan for the future Take advantage of family-friendly policies designed to support a better work-life balance Use a cycle-to-work scheme to help commute for less Prioritise wellbeing with 24/7 access to healthcare professionals Earn additional value with a paid day to volunteer in your community Save more with a company share purchase plan and receive financial rewards for referrals Grow with ongoing training and development opportunities Receive life assurance, with the option to increase cover Opportunity for flexible working options, where appropriate Duties of the Vehicle Sales Administrator: Doing the administration for all new and used vehicles sold Stock Control Vehicle Taxing and Registration Invoice General Administration duties for the Car Sales Executive Requirements of the Corporate Sales Administrator: Sales Administrator experience within a busy Car Sales Business Experience with using Motor Trade specific CRMs The ability to work well under pressure Keen attention to detail Contact Paul Martin, Automotive Recruitment Specialist at Perfect Placement covering Stockport and Greater Manchester, today to discover more about this fantastic opportunity. Perfect Placement are the UK s Leading Automotive Recruitment Agency so if you are looking for a job within the Motor Trade be sure to contact us today. Perfect Placement UK Ltd See our website for details
Jul 10, 2026
Full time
Corporate Sales Administrator required for Automotive Fleet Dealership based in Stockport! The position is full-time and permanent, with 33 days annual leave. For your hard work as a Sales Administrator for our Motor Trade Client you can expect a salary of up to £25,000. Benefits for the Successful Corporate Sales Administrator: Enjoy 33 days of annual leave (including bank holidays) Access exclusive retail discounts, plus savings on new and used cars and servicing offers Benefit from a company pension scheme to help you plan for the future Take advantage of family-friendly policies designed to support a better work-life balance Use a cycle-to-work scheme to help commute for less Prioritise wellbeing with 24/7 access to healthcare professionals Earn additional value with a paid day to volunteer in your community Save more with a company share purchase plan and receive financial rewards for referrals Grow with ongoing training and development opportunities Receive life assurance, with the option to increase cover Opportunity for flexible working options, where appropriate Duties of the Vehicle Sales Administrator: Doing the administration for all new and used vehicles sold Stock Control Vehicle Taxing and Registration Invoice General Administration duties for the Car Sales Executive Requirements of the Corporate Sales Administrator: Sales Administrator experience within a busy Car Sales Business Experience with using Motor Trade specific CRMs The ability to work well under pressure Keen attention to detail Contact Paul Martin, Automotive Recruitment Specialist at Perfect Placement covering Stockport and Greater Manchester, today to discover more about this fantastic opportunity. Perfect Placement are the UK s Leading Automotive Recruitment Agency so if you are looking for a job within the Motor Trade be sure to contact us today. Perfect Placement UK Ltd See our website for details
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 09, 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!
Client Servicing Administrator Bury St Edmunds Permanent £29,000 Monday to Friday We are excited to be recruiting for a Client Servicing Administrator, for our Bury St Edmunds based client. The purpose of this role is to provide administrative support, preparing review packs ahead of meetings in a timely manner, ensuring that all relevant parties have timely and accurate information. To provide additional support to the whole department as and when required and to support and develop new team members. KEY RESPONSIBILITIES Maintain client records in keeping with current processes so that they are kept up to date with all related correspondence, uploaded and indexed to appropriate systems Ensure all documents are saved and named correctly, to ensure that concise audit trails are maintained Support, train and develop new team members to operate in an efficient manner Obtain information, answer questions, liaising with third parties as appropriate to ensure efficient client service Keep clients up to date with progress and flag any concerns or complaints Adopt new technology and ways of working but feeding back where a process could be developed or improved Processing work in a timely manner and clearly prioritising work between Tasks, Email, Post, Reviews, phone calls Maintain and update training records Circulate monthly update of reviews due and overdue Prepare information packs Cover reception as required Person specification: Previous administrative/secretarial experience Excellent attention to detail Confident computer and data management skills Analytical mindset Good organisational and prioritisation skills Ability to build and maintain relationships Professional communication skills, both written and verbal Ability to follow rules and procedures Please apply today or call our office for more information on (phone number removed).
Jul 09, 2026
Full time
Client Servicing Administrator Bury St Edmunds Permanent £29,000 Monday to Friday We are excited to be recruiting for a Client Servicing Administrator, for our Bury St Edmunds based client. The purpose of this role is to provide administrative support, preparing review packs ahead of meetings in a timely manner, ensuring that all relevant parties have timely and accurate information. To provide additional support to the whole department as and when required and to support and develop new team members. KEY RESPONSIBILITIES Maintain client records in keeping with current processes so that they are kept up to date with all related correspondence, uploaded and indexed to appropriate systems Ensure all documents are saved and named correctly, to ensure that concise audit trails are maintained Support, train and develop new team members to operate in an efficient manner Obtain information, answer questions, liaising with third parties as appropriate to ensure efficient client service Keep clients up to date with progress and flag any concerns or complaints Adopt new technology and ways of working but feeding back where a process could be developed or improved Processing work in a timely manner and clearly prioritising work between Tasks, Email, Post, Reviews, phone calls Maintain and update training records Circulate monthly update of reviews due and overdue Prepare information packs Cover reception as required Person specification: Previous administrative/secretarial experience Excellent attention to detail Confident computer and data management skills Analytical mindset Good organisational and prioritisation skills Ability to build and maintain relationships Professional communication skills, both written and verbal Ability to follow rules and procedures Please apply today or call our office for more information on (phone number removed).
Paying £27k + Benefits - Based in Oldham, North Manchester our client, a successful engineering business are looking for a Receptionist & Fleet Administrator to join their expanding team. This permanent, office-based job opportunity offers a fantastic chance to become part of an established team, supporting with a busy switchboard whilst also managing the company's vehicle fleet. The standard working hours will be 8.00am - 4.30pm Monday - Friday with a 45-minute lunch break. However, flexibility will be required to cover reception responsibilities during periods of absence or holidays. THE JOB Key Responsibilities: Reception / Switchboard duties: Provide reception and switchboard support, including answering calls professionally, assisting with visitors, and supporting with any ad hoc administrative task to ensure smooth daily operations Fleet duties: Manage all fleet-related administration for approximately 100 vehicles, including booking MOTs, scheduling servicing and repairs, and handling registration transfers Raise and process purchase orders, ensuring timely approvals and documentation Coordinate with insurance brokers regarding vehicle changes, incidents, and claims, maintaining accurate records Update and maintain tracking and dashcam administration systems effectively Manage fuel cards, including ordering and cancelling as necessary Liaise with the relevant teams to minimise engineers downtime due to fleet-related issues THE PERSON Applicants will need to have previous switchboard or high volume call handling experience . Whilst the fleet experience would be beneficial, full training can be provided, therefore previous experience is not essential. A proactive approach and excellent communication skills are required to ensure the smooth and efficient operation of the company's vehicle fleet and office environment. A current, valid driving licence is essential as you will on occasion need to drive the company vehicles Previous reception / switchboard experience is essential Strong IT skills, particularly in Outlook and Excel Excellent verbal and written communication skills Good people skills with an approachable and professional manner Ability to use sound judgment and oversee sensitive information with discretion A calm, level-headed approach suited to a target-driven, high-pressure environment Self-motivated with the ability to prioritise independently and motivate others A team-player who can contribute positively to the workplace culture and foster a supportive environment THE BENEFITS A great working environment that encourages collaboration and professional development Onsite secure parking 20 days holiday + the bank holidays (increases with length of service to 25) Company pension Employee Assistance Programme Life Insurance Scheme Annual bonus Free on-site gym Private medical insurance after 3 years service If you are highly organised, proactive, and ready to take on this exciting new role, we would love to hear from you. Please note that we are only able to consider applications from those who are eligible to work in the UK and therefore do not require sponsorship.
Jul 09, 2026
Full time
Paying £27k + Benefits - Based in Oldham, North Manchester our client, a successful engineering business are looking for a Receptionist & Fleet Administrator to join their expanding team. This permanent, office-based job opportunity offers a fantastic chance to become part of an established team, supporting with a busy switchboard whilst also managing the company's vehicle fleet. The standard working hours will be 8.00am - 4.30pm Monday - Friday with a 45-minute lunch break. However, flexibility will be required to cover reception responsibilities during periods of absence or holidays. THE JOB Key Responsibilities: Reception / Switchboard duties: Provide reception and switchboard support, including answering calls professionally, assisting with visitors, and supporting with any ad hoc administrative task to ensure smooth daily operations Fleet duties: Manage all fleet-related administration for approximately 100 vehicles, including booking MOTs, scheduling servicing and repairs, and handling registration transfers Raise and process purchase orders, ensuring timely approvals and documentation Coordinate with insurance brokers regarding vehicle changes, incidents, and claims, maintaining accurate records Update and maintain tracking and dashcam administration systems effectively Manage fuel cards, including ordering and cancelling as necessary Liaise with the relevant teams to minimise engineers downtime due to fleet-related issues THE PERSON Applicants will need to have previous switchboard or high volume call handling experience . Whilst the fleet experience would be beneficial, full training can be provided, therefore previous experience is not essential. A proactive approach and excellent communication skills are required to ensure the smooth and efficient operation of the company's vehicle fleet and office environment. A current, valid driving licence is essential as you will on occasion need to drive the company vehicles Previous reception / switchboard experience is essential Strong IT skills, particularly in Outlook and Excel Excellent verbal and written communication skills Good people skills with an approachable and professional manner Ability to use sound judgment and oversee sensitive information with discretion A calm, level-headed approach suited to a target-driven, high-pressure environment Self-motivated with the ability to prioritise independently and motivate others A team-player who can contribute positively to the workplace culture and foster a supportive environment THE BENEFITS A great working environment that encourages collaboration and professional development Onsite secure parking 20 days holiday + the bank holidays (increases with length of service to 25) Company pension Employee Assistance Programme Life Insurance Scheme Annual bonus Free on-site gym Private medical insurance after 3 years service If you are highly organised, proactive, and ready to take on this exciting new role, we would love to hear from you. Please note that we are only able to consider applications from those who are eligible to work in the UK and therefore do not require sponsorship.
Chase Taylor Recruitment Ltd
Hammersmith And Fulham, London
We're looking for an experienced, highly organised Senior Office Administrator to play a key role in the day-to-day running of a busy office and showroom for a company who specialises in the design, manufacturing, surveying, and installation of premium timber windows and doors. This is a varied, hands-on position where you'll be at the heart of the business, supporting operations, compliance, finance administration, scheduling, and customer service. What You'll Be Doing Managing office operations and ensuring everything runs smoothly Acting as the first point of contact for clients, contractors, and visitors Handling compliance administration, registrations, certifications, and insurance records Raising invoices, processing supplier paperwork, and supporting finance administration Coordinating surveys, installations, meetings, and team diaries Managing fleet records, renewals, servicing, and compliance requirements Maintaining accurate customer, contractor, and project records Processing supplier orders and coordinating deliveries Supporting HR administration, office supplies, and general business operations What We're Looking For Proven experience in a senior office administration or office management role Excellent organisational skills with strong attention to detail Ability to manage multiple priorities and work independently Professional communication skills and a customer-focused approach Strong Microsoft Office skills, including Outlook, Word, and Excel A proactive, solutions-focused mindset Desirable Experience within construction, glazing, fenestration, or a related sector Knowledge of compliance processes, contractor administration, or certification schemes What's on Offer A varied and rewarding role with real responsibility Opportunity to become a key member of a growing business Competitive salary based on experience Potential to earn additional commission from showroom enquiry conversions Immediate start available Please get in touch if you're an organised, proactive administrator who enjoys keeping operations running efficiently and delivering excellent service.
Jul 08, 2026
Full time
We're looking for an experienced, highly organised Senior Office Administrator to play a key role in the day-to-day running of a busy office and showroom for a company who specialises in the design, manufacturing, surveying, and installation of premium timber windows and doors. This is a varied, hands-on position where you'll be at the heart of the business, supporting operations, compliance, finance administration, scheduling, and customer service. What You'll Be Doing Managing office operations and ensuring everything runs smoothly Acting as the first point of contact for clients, contractors, and visitors Handling compliance administration, registrations, certifications, and insurance records Raising invoices, processing supplier paperwork, and supporting finance administration Coordinating surveys, installations, meetings, and team diaries Managing fleet records, renewals, servicing, and compliance requirements Maintaining accurate customer, contractor, and project records Processing supplier orders and coordinating deliveries Supporting HR administration, office supplies, and general business operations What We're Looking For Proven experience in a senior office administration or office management role Excellent organisational skills with strong attention to detail Ability to manage multiple priorities and work independently Professional communication skills and a customer-focused approach Strong Microsoft Office skills, including Outlook, Word, and Excel A proactive, solutions-focused mindset Desirable Experience within construction, glazing, fenestration, or a related sector Knowledge of compliance processes, contractor administration, or certification schemes What's on Offer A varied and rewarding role with real responsibility Opportunity to become a key member of a growing business Competitive salary based on experience Potential to earn additional commission from showroom enquiry conversions Immediate start available Please get in touch if you're an organised, proactive administrator who enjoys keeping operations running efficiently and delivering excellent service.
Are you looking for a role where every day is different, fast paced and genuinely rewarding? An exciting opportunity has arisen to join a prestigious firm within their Residential Lettings Maintenance Team with an impressive reputation across the South West. Enjoy a generous holiday allowance, including Bank Holidays and gifted days at Christmas, professional fees paid by the firm, a pension scheme, and engaging social events throughout the year. Job Opportunity: Maintenance Administrator Location: Taunton, Somerset Salary: Discussed at application stage Working Hours: Full Time - 9am-5.30pm Monday-Friday About the Company: A large and highly reputable firm dedicated to providing high-quality and professional advice across the West Country. The Role: Step into an exciting opportunity in this busy and successful lettings maintenance team. As a Maintenance Administrator, you will support the administration behind the servicing of residential let properties across Somerset, Devon, and Dorset. Your role will be pivotal in ensuring clients' expectations are met and exceeded. Key Responsibilities: Delivering friendly, efficient, and dependable service to clients Liaising with landlords, tenants, internal stakeholders, and insurance companies Logging repairs on the computer system Sourcing competitive quotes for works Issuing works orders and progressing them through to completion Providing exceptional customer service via phone, email, and occasionally face-to-face Approving invoices About You: Exceptional customer/client care skills Prior admin experience and a keen interest to work in the property sector Highly accurate typing skills and efficient approach to administration Strong communicator at all levels Confident user of MS Office Next Steps: If this position has caught your attention and you would like to apply, please do so online or email your CV to (url removed). Prefer to speak on the phone before applying? Call Vicky on (phone number removed). 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 08, 2026
Full time
Are you looking for a role where every day is different, fast paced and genuinely rewarding? An exciting opportunity has arisen to join a prestigious firm within their Residential Lettings Maintenance Team with an impressive reputation across the South West. Enjoy a generous holiday allowance, including Bank Holidays and gifted days at Christmas, professional fees paid by the firm, a pension scheme, and engaging social events throughout the year. Job Opportunity: Maintenance Administrator Location: Taunton, Somerset Salary: Discussed at application stage Working Hours: Full Time - 9am-5.30pm Monday-Friday About the Company: A large and highly reputable firm dedicated to providing high-quality and professional advice across the West Country. The Role: Step into an exciting opportunity in this busy and successful lettings maintenance team. As a Maintenance Administrator, you will support the administration behind the servicing of residential let properties across Somerset, Devon, and Dorset. Your role will be pivotal in ensuring clients' expectations are met and exceeded. Key Responsibilities: Delivering friendly, efficient, and dependable service to clients Liaising with landlords, tenants, internal stakeholders, and insurance companies Logging repairs on the computer system Sourcing competitive quotes for works Issuing works orders and progressing them through to completion Providing exceptional customer service via phone, email, and occasionally face-to-face Approving invoices About You: Exceptional customer/client care skills Prior admin experience and a keen interest to work in the property sector Highly accurate typing skills and efficient approach to administration Strong communicator at all levels Confident user of MS Office Next Steps: If this position has caught your attention and you would like to apply, please do so online or email your CV to (url removed). Prefer to speak on the phone before applying? Call Vicky on (phone number removed). 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.
IFA Administrator (1-2 Years' Experience) Location: Location Salary: 25,000- 32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and application forms. Processing new business submissions and monitoring progress through to completion. Liaising with clients, providers, and third parties to obtain information and updates. Maintaining accurate client records and ensuring all documentation is compliant. Scheduling client meetings and managing adviser diaries. Producing valuations, review packs, and client correspondence. Assisting with ongoing servicing and annual review processes. Requirements 1-2 years' experience in an IFA, wealth management, or financial planning administration role. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Proficient in Microsoft Office and CRM/back-office systems. Ability to prioritise workload and work effectively within a team. Desirable Progress towards or an interest in studying for the CII Diploma in Financial Planning. Experience using platforms such as Intelligent Office, Xplan, or similar systems. Benefits Competitive salary and annual bonus. Pension contribution. Study support for professional qualifications. Ongoing training and career development opportunities. Generous holiday allowance. Friendly and collaborative working environment. To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm. 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 08, 2026
Full time
IFA Administrator (1-2 Years' Experience) Location: Location Salary: 25,000- 32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and application forms. Processing new business submissions and monitoring progress through to completion. Liaising with clients, providers, and third parties to obtain information and updates. Maintaining accurate client records and ensuring all documentation is compliant. Scheduling client meetings and managing adviser diaries. Producing valuations, review packs, and client correspondence. Assisting with ongoing servicing and annual review processes. Requirements 1-2 years' experience in an IFA, wealth management, or financial planning administration role. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Proficient in Microsoft Office and CRM/back-office systems. Ability to prioritise workload and work effectively within a team. Desirable Progress towards or an interest in studying for the CII Diploma in Financial Planning. Experience using platforms such as Intelligent Office, Xplan, or similar systems. Benefits Competitive salary and annual bonus. Pension contribution. Study support for professional qualifications. Ongoing training and career development opportunities. Generous holiday allowance. Friendly and collaborative working environment. To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm. 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.
An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a highly respected and growing financial planning business based in Farnham. This role would suit someone with excellent organisational and communication skills who enjoys working in a fast-paced environment, delivering exceptional client service and supporting Financial Advisers throughout the advice process. You ll be joining a collaborative team that values professionalism, continuous improvement and career development. About the Company Over the years, the firm has experienced significant growth through both organic expansion and strategic acquisitions, building a strong reputation for delivering high-quality, personalised financial advice. Today, they advise on billions of pounds of client assets and continue to invest in their people, technology and client experience. The business prides itself on fostering an inclusive and supportive culture where employees are encouraged to develop their skills, contribute ideas and build long-term careers. The Role Delivering an outstanding client experience at every stage of the advice process. Assisting with the onboarding of new clients and servicing existing relationships. Building strong working relationships with clients, advisers and paraplanners. Maintaining accurate client records and managing workflow through the CRM system. Communicating confidently with clients by telephone and email. Supporting the wider team with operational improvements and business projects. Contributing positively to a collaborative and high-performing team environment. About You We re looking for someone who is organised, proactive and committed to delivering excellent service. You will already have experience within a financial planning environment and be keen to continue developing your career. Ideally, you ll have: Experience working within an IFA or wealth management practice. Good knowledge of ISAs, GIAs, pensions and investment bonds. Experience using CRM systems within financial services. Excellent communication and relationship-building skills. Strong organisational skills with great attention to detail. A proactive mindset and willingness to identify and improve existing processes. A genuine commitment to providing exceptional client service. Working Arrangement The business recognises the importance of flexibility and is committed to supporting employees with working arrangements that promote both wellbeing and productivity wherever possible. This is a hybrid position based from the Farnham office, with three days in the office and two days working from home.
Jul 08, 2026
Full time
An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a highly respected and growing financial planning business based in Farnham. This role would suit someone with excellent organisational and communication skills who enjoys working in a fast-paced environment, delivering exceptional client service and supporting Financial Advisers throughout the advice process. You ll be joining a collaborative team that values professionalism, continuous improvement and career development. About the Company Over the years, the firm has experienced significant growth through both organic expansion and strategic acquisitions, building a strong reputation for delivering high-quality, personalised financial advice. Today, they advise on billions of pounds of client assets and continue to invest in their people, technology and client experience. The business prides itself on fostering an inclusive and supportive culture where employees are encouraged to develop their skills, contribute ideas and build long-term careers. The Role Delivering an outstanding client experience at every stage of the advice process. Assisting with the onboarding of new clients and servicing existing relationships. Building strong working relationships with clients, advisers and paraplanners. Maintaining accurate client records and managing workflow through the CRM system. Communicating confidently with clients by telephone and email. Supporting the wider team with operational improvements and business projects. Contributing positively to a collaborative and high-performing team environment. About You We re looking for someone who is organised, proactive and committed to delivering excellent service. You will already have experience within a financial planning environment and be keen to continue developing your career. Ideally, you ll have: Experience working within an IFA or wealth management practice. Good knowledge of ISAs, GIAs, pensions and investment bonds. Experience using CRM systems within financial services. Excellent communication and relationship-building skills. Strong organisational skills with great attention to detail. A proactive mindset and willingness to identify and improve existing processes. A genuine commitment to providing exceptional client service. Working Arrangement The business recognises the importance of flexibility and is committed to supporting employees with working arrangements that promote both wellbeing and productivity wherever possible. This is a hybrid position based from the Farnham office, with three days in the office and two days working from home.
IFA Administrator Bromsgrove Full-Time, permanent, office-based Salary: 28,000 - 30,000 per annum (depending on experience) Quarterly bonus scheme GMP Worldwide are delighted to be working with an established and growing independent financial planning firm who are looking to recruit an experienced IFA Administrator to join its busy and supportive team. This is an excellent opportunity for someone with previous experience in an IFA environment who enjoys delivering outstanding client service while supporting advisers through the full new business process. The successful candidate will play a vital role in ensuring cases are processed efficiently, compliantly, and to the highest standard. If you're organised, detail-focused and looking to further your career within a professional financial planning business that genuinely invests in its people, we'd love to hear from you. Key Responsibilities Managing new business cases from initial onboarding through to completion. Liaising with clients and product providers, delivering a professional and efficient service. Requesting information from providers using Letters of Authority (LOAs) and reviewing documentation received. Preparing quotations, valuations and supporting documentation for client meetings. Processing new business applications and submitting documentation to providers. Proactively chasing providers to ensure applications progress efficiently and resolving any outstanding issues. Maintaining accurate client records within the back-office system. Updating management information through accurate record keeping. Carrying out compliance and quality checks to ensure all business meets regulatory and company requirements. Processing client instructions, including fund switches, withdrawals and other servicing requests. Producing reports and documentation for advisers and management. Supporting the continuous improvement of administrative processes and client service standards. Essential experience needed: A minimum of 2 years' experience working within an IFA or financial planning environment. Excellent attention to detail and high levels of accuracy. A good understanding of confidentiality and data protection. Strong IT skills, including Microsoft Office and financial services back-office systems. What's on Offer? Private medical insurance (after probation). Healthcare cash plan (after probation). Full study support, including: Professional examination fees paid. Qualification achievement bonuses. Paid time off for examinations. Ongoing coaching and mentoring. Excellent career progression opportunities. GMP Employment Agency Ltd are recruiting for this role on behalf of their client and are acting as an employment agency.
Jul 07, 2026
Full time
IFA Administrator Bromsgrove Full-Time, permanent, office-based Salary: 28,000 - 30,000 per annum (depending on experience) Quarterly bonus scheme GMP Worldwide are delighted to be working with an established and growing independent financial planning firm who are looking to recruit an experienced IFA Administrator to join its busy and supportive team. This is an excellent opportunity for someone with previous experience in an IFA environment who enjoys delivering outstanding client service while supporting advisers through the full new business process. The successful candidate will play a vital role in ensuring cases are processed efficiently, compliantly, and to the highest standard. If you're organised, detail-focused and looking to further your career within a professional financial planning business that genuinely invests in its people, we'd love to hear from you. Key Responsibilities Managing new business cases from initial onboarding through to completion. Liaising with clients and product providers, delivering a professional and efficient service. Requesting information from providers using Letters of Authority (LOAs) and reviewing documentation received. Preparing quotations, valuations and supporting documentation for client meetings. Processing new business applications and submitting documentation to providers. Proactively chasing providers to ensure applications progress efficiently and resolving any outstanding issues. Maintaining accurate client records within the back-office system. Updating management information through accurate record keeping. Carrying out compliance and quality checks to ensure all business meets regulatory and company requirements. Processing client instructions, including fund switches, withdrawals and other servicing requests. Producing reports and documentation for advisers and management. Supporting the continuous improvement of administrative processes and client service standards. Essential experience needed: A minimum of 2 years' experience working within an IFA or financial planning environment. Excellent attention to detail and high levels of accuracy. A good understanding of confidentiality and data protection. Strong IT skills, including Microsoft Office and financial services back-office systems. What's on Offer? Private medical insurance (after probation). Healthcare cash plan (after probation). Full study support, including: Professional examination fees paid. Qualification achievement bonuses. Paid time off for examinations. Ongoing coaching and mentoring. Excellent career progression opportunities. GMP Employment Agency Ltd are recruiting for this role on behalf of their client and are acting as an employment agency.
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Client Servicing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded. Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed. New Business Submission: use client database to track new business and current position, updating planner accordingly. What You ll Bring Knowledge Must have excellent understanding of the financial planning process. Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal Attributes Proficient IT skills, basic spread sheet and database knowledge. Good planning and effective organisational skills. Honesty and integrity. Methodological approach to work. Strong written and verbal English literacy skills are essential. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Jul 07, 2026
Full time
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Client Servicing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded. Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed. New Business Submission: use client database to track new business and current position, updating planner accordingly. What You ll Bring Knowledge Must have excellent understanding of the financial planning process. Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal Attributes Proficient IT skills, basic spread sheet and database knowledge. Good planning and effective organisational skills. Honesty and integrity. Methodological approach to work. Strong written and verbal English literacy skills are essential. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Executive Support Administrator (Nursing Directorate) Contract: Rate: £165 per day inside IR35 Contract length: Initially 2 months Start date: ASAP Working pattern: Hybrid, with 1-2 days per week in the office Location: Portland House, Worthing Directorate: Nursing Reporting to: Chief Nursing Officer We are supporting an NHS Foundation Trust with the recruitment of an Executive Support Administrator (Nursing Directorate) to provide high-quality business, project, administrative and performance support to the Chief Nursing Officer and wider Nursing Directorate. This is a key role within the Directorate, supporting the smooth running of business operations, performance reporting, diary and office management, project delivery and service improvement activity. The post holder will act as a central point of contact for business support matters, ensuring information is accurate, timely and clearly presented to support effective decision-making. Key responsibilities: Providing business support to the Chief Nursing Officer and wider Directorate, including diary management, progress chasing, meeting support and general coordination. Leading the Directorate's business management function, including the design, production, analysis and presentation of routine and ad hoc reports. Developing and maintaining systems to support performance management, business planning, audit processes and service improvement activity. Producing, analysing and presenting complex information to support service planning, improvement and change. Managing and supporting Directorate projects, including preparing plans, monitoring progress, reporting on delivery and holding delegated budget responsibility where required. Acting as a central point of expertise for queries relating to business support, performance information and Directorate processes. Arranging and supporting meetings with internal and external stakeholders, including preparing agendas, taking minutes, tracking actions and completing follow-up work. Managing business sensitive information appropriately and maintaining a high level of confidentiality at all times. Line managing nominated administrative staff, including supervision, appraisals, sickness absence, recruitment and performance matters. Monitoring relevant budgets, acting as an authorised signatory where required and escalating any concerns to the Chief Nursing Officer. Representing the Directorate at meetings and making delegated decisions on performance or business matters where appropriate. Essential experience and skills: Relevant degree or diploma level qualification, or equivalent experience, with training and experience to postgraduate diploma level. Evidence of continued personal and professional development. Knowledge of business case procedures. Experience analysing, interpreting and presenting information. Experience of project support or leading project activity through a project management process. Experience of performance monitoring and maintaining data management systems. Experience servicing meetings and taking accurate minutes. Experience of line managing staff. Experience handling confidential and sensitive issues with tact and diplomacy. Strong administrative skills, with the ability to produce accurate, high-quality documents. Excellent attention to detail. Advanced Microsoft Office skills, including Excel, Word and PowerPoint. Strong analytical, organisational, planning and communication skills. Ability to engage confidently with stakeholders at all levels. Ability to work independently, prioritise urgent work and remain calm under pressure. Desirable experience: Previous experience working in a Business Manager, Executive Support, Directorate Support or senior administrative role. Knowledge of the current NHS performance agenda. Project management qualification such as PRINCE2, or equivalent experience. Understanding of Human Rights practices in relation to the role. Ability to travel across sites when required. Ideal candidate: An experienced Executive Support Administrator. A Business Support Officer or Directorate Support Officer. An Executive Assistant with strong organisational and stakeholder management skills. A Project Support professional or senior administrator with NHS, healthcare or public sector experience. Someone with a strong background in performance reporting, business coordination and team management. Salt contact: Robert Sprigens, Senior Consultant - Rates depend on experience and client requirements
Jul 07, 2026
Seasonal
Executive Support Administrator (Nursing Directorate) Contract: Rate: £165 per day inside IR35 Contract length: Initially 2 months Start date: ASAP Working pattern: Hybrid, with 1-2 days per week in the office Location: Portland House, Worthing Directorate: Nursing Reporting to: Chief Nursing Officer We are supporting an NHS Foundation Trust with the recruitment of an Executive Support Administrator (Nursing Directorate) to provide high-quality business, project, administrative and performance support to the Chief Nursing Officer and wider Nursing Directorate. This is a key role within the Directorate, supporting the smooth running of business operations, performance reporting, diary and office management, project delivery and service improvement activity. The post holder will act as a central point of contact for business support matters, ensuring information is accurate, timely and clearly presented to support effective decision-making. Key responsibilities: Providing business support to the Chief Nursing Officer and wider Directorate, including diary management, progress chasing, meeting support and general coordination. Leading the Directorate's business management function, including the design, production, analysis and presentation of routine and ad hoc reports. Developing and maintaining systems to support performance management, business planning, audit processes and service improvement activity. Producing, analysing and presenting complex information to support service planning, improvement and change. Managing and supporting Directorate projects, including preparing plans, monitoring progress, reporting on delivery and holding delegated budget responsibility where required. Acting as a central point of expertise for queries relating to business support, performance information and Directorate processes. Arranging and supporting meetings with internal and external stakeholders, including preparing agendas, taking minutes, tracking actions and completing follow-up work. Managing business sensitive information appropriately and maintaining a high level of confidentiality at all times. Line managing nominated administrative staff, including supervision, appraisals, sickness absence, recruitment and performance matters. Monitoring relevant budgets, acting as an authorised signatory where required and escalating any concerns to the Chief Nursing Officer. Representing the Directorate at meetings and making delegated decisions on performance or business matters where appropriate. Essential experience and skills: Relevant degree or diploma level qualification, or equivalent experience, with training and experience to postgraduate diploma level. Evidence of continued personal and professional development. Knowledge of business case procedures. Experience analysing, interpreting and presenting information. Experience of project support or leading project activity through a project management process. Experience of performance monitoring and maintaining data management systems. Experience servicing meetings and taking accurate minutes. Experience of line managing staff. Experience handling confidential and sensitive issues with tact and diplomacy. Strong administrative skills, with the ability to produce accurate, high-quality documents. Excellent attention to detail. Advanced Microsoft Office skills, including Excel, Word and PowerPoint. Strong analytical, organisational, planning and communication skills. Ability to engage confidently with stakeholders at all levels. Ability to work independently, prioritise urgent work and remain calm under pressure. Desirable experience: Previous experience working in a Business Manager, Executive Support, Directorate Support or senior administrative role. Knowledge of the current NHS performance agenda. Project management qualification such as PRINCE2, or equivalent experience. Understanding of Human Rights practices in relation to the role. Ability to travel across sites when required. Ideal candidate: An experienced Executive Support Administrator. A Business Support Officer or Directorate Support Officer. An Executive Assistant with strong organisational and stakeholder management skills. A Project Support professional or senior administrator with NHS, healthcare or public sector experience. Someone with a strong background in performance reporting, business coordination and team management. Salt contact: Robert Sprigens, Senior Consultant - Rates depend on experience and client requirements
Administrator Lubron has an exciting opportunity for an Administrator to join their Projects Team on a full-time, permanent basis, based in Colchester, Essex. This is an office-based role with the opportunity for occasional home working once probation has been successfully completed. Fantastic company benefits include: Competitive salary: £28,000 per annum Holiday: 25 days annual leave plus bank holidays Additional Benefits: Death in service, permanent health insurance, performance-related bonus, Employee Assistance Programme and company uniform. About the role: As an Administrator within the Projects Team, you will play a key role in supporting Project Managers and the wider team, helping to ensure projects are delivered efficiently and on schedule. This varied position will involve coordinating project administration, managing documentation, maintaining accurate records, scheduling meetings, and acting as a central point of communication between colleagues, clients and suppliers. Your strong organisational skills and attention to detail will be essential in keeping projects running smoothly. Working hours for this role are Monday to Friday, 8:00am 5:00pm, with no weekend working. Key Responsibilities: Provide administrative support to the Projects Team, ensuring efficient workflow and effective communication. Maintain accurate project documentation, records and filing systems. Coordinate meetings, schedules, project timelines and general administrative activities. Prepare reports, manuals, correspondence and project documentation for internal and external stakeholders. Liaise with colleagues, customers and suppliers, ensuring information is communicated accurately and efficiently. Support the Projects and Sales Teams to ensure projects are delivered on time and to the highest standards. About you: As an Administrator, you will be highly organised with excellent attention to detail and the ability to prioritise a varied workload within a fast-paced environment. You will have strong written and verbal communication skills, be confident using Microsoft Office and general IT systems, and enjoy working collaboratively as part of a team. Previous experience in an administrative, project support or office administration role would be advantageous, particularly within construction, engineering, manufacturing or a similar industry, although this is not essential. You will be proactive, reliable and committed to delivering a high standard of administrative support. About Lubron: Lubron is a well-established water treatment company specialising in the design, manufacture, installation and servicing of bespoke water treatment solutions throughout the UK and internationally. Renowned for their technical expertise, quality of service and customer-focused approach, Lubron offers a supportive working environment where employees are valued, encouraged to develop their skills and build long-term careers. If you have the relevant skills and experience for the Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments. No recruitment agencies, please Please check your email inbox and spam / junk mail folder for any email correspondence for this role. This vacancy is being advertised and handled through Spider, the region s Online Job Advertiser on our behalf. We both take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.
Jul 07, 2026
Full time
Administrator Lubron has an exciting opportunity for an Administrator to join their Projects Team on a full-time, permanent basis, based in Colchester, Essex. This is an office-based role with the opportunity for occasional home working once probation has been successfully completed. Fantastic company benefits include: Competitive salary: £28,000 per annum Holiday: 25 days annual leave plus bank holidays Additional Benefits: Death in service, permanent health insurance, performance-related bonus, Employee Assistance Programme and company uniform. About the role: As an Administrator within the Projects Team, you will play a key role in supporting Project Managers and the wider team, helping to ensure projects are delivered efficiently and on schedule. This varied position will involve coordinating project administration, managing documentation, maintaining accurate records, scheduling meetings, and acting as a central point of communication between colleagues, clients and suppliers. Your strong organisational skills and attention to detail will be essential in keeping projects running smoothly. Working hours for this role are Monday to Friday, 8:00am 5:00pm, with no weekend working. Key Responsibilities: Provide administrative support to the Projects Team, ensuring efficient workflow and effective communication. Maintain accurate project documentation, records and filing systems. Coordinate meetings, schedules, project timelines and general administrative activities. Prepare reports, manuals, correspondence and project documentation for internal and external stakeholders. Liaise with colleagues, customers and suppliers, ensuring information is communicated accurately and efficiently. Support the Projects and Sales Teams to ensure projects are delivered on time and to the highest standards. About you: As an Administrator, you will be highly organised with excellent attention to detail and the ability to prioritise a varied workload within a fast-paced environment. You will have strong written and verbal communication skills, be confident using Microsoft Office and general IT systems, and enjoy working collaboratively as part of a team. Previous experience in an administrative, project support or office administration role would be advantageous, particularly within construction, engineering, manufacturing or a similar industry, although this is not essential. You will be proactive, reliable and committed to delivering a high standard of administrative support. About Lubron: Lubron is a well-established water treatment company specialising in the design, manufacture, installation and servicing of bespoke water treatment solutions throughout the UK and internationally. Renowned for their technical expertise, quality of service and customer-focused approach, Lubron offers a supportive working environment where employees are valued, encouraged to develop their skills and build long-term careers. If you have the relevant skills and experience for the Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments. No recruitment agencies, please Please check your email inbox and spam / junk mail folder for any email correspondence for this role. This vacancy is being advertised and handled through Spider, the region s Online Job Advertiser on our behalf. We both take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jul 07, 2026
Full time
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Administrator (Financial Services) Up to 32,000 Full Time Hybrid Working Available After Probation Are you an experienced Financial Services Administrator looking to join a well-established and highly respected organisation within the wealth management sector? We are recruiting for a Pension and Investment Administrator to join a busy and supportive team. This is an excellent opportunity to become part of a professional organisation that places customer outcomes, integrity and service excellence at the heart of everything it does. Working closely with Financial Advisers and colleagues across the business, you will provide comprehensive administrative support across pensions, investments and ongoing client servicing activities. The Role Key responsibilities will include: Processing new pension and investment business with providers Maintaining accurate client records and updating internal systems Chasing providers and third parties to progress applications and obtain information Preparing client documentation, reports and correspondence Producing valuations and supporting documentation for adviser review meetings Monitoring workflows and ensuring service standards and deadlines are met Managing client and provider communications in a professional and timely manner Supporting ongoing servicing activities and annual client reviews Ensuring all administration is completed in line with FCA regulations and internal procedures About You To be successful in this role, you will have: Previous administration experience within Financial Services Exposure to pensions and investment products, such as personal pensions, group pensions or investment portfolios A strong understanding of financial services processes and documentation Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach Good working knowledge of Microsoft Office applications The ability to manage multiple priorities and work effectively within a busy environment Professional financial services qualifications would be advantageous but are not essential. What's on Offer? Salary up to 32,000 Full-time, permanent position Monday to Friday, 9:00am - 5:00pm (35-hour week) Hybrid working available following successful completion of probation (3 days office, 2 days home) Supportive and collaborative working environment Ongoing training and professional development opportunities Opportunity to join a successful and growing organisation with an excellent reputation within the financial services sector This role would suit an organised and proactive Financial Services Administrator who enjoys delivering excellent service and is looking to further develop their career within pensions and investments. Interested? Apply today Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Jul 06, 2026
Full time
Administrator (Financial Services) Up to 32,000 Full Time Hybrid Working Available After Probation Are you an experienced Financial Services Administrator looking to join a well-established and highly respected organisation within the wealth management sector? We are recruiting for a Pension and Investment Administrator to join a busy and supportive team. This is an excellent opportunity to become part of a professional organisation that places customer outcomes, integrity and service excellence at the heart of everything it does. Working closely with Financial Advisers and colleagues across the business, you will provide comprehensive administrative support across pensions, investments and ongoing client servicing activities. The Role Key responsibilities will include: Processing new pension and investment business with providers Maintaining accurate client records and updating internal systems Chasing providers and third parties to progress applications and obtain information Preparing client documentation, reports and correspondence Producing valuations and supporting documentation for adviser review meetings Monitoring workflows and ensuring service standards and deadlines are met Managing client and provider communications in a professional and timely manner Supporting ongoing servicing activities and annual client reviews Ensuring all administration is completed in line with FCA regulations and internal procedures About You To be successful in this role, you will have: Previous administration experience within Financial Services Exposure to pensions and investment products, such as personal pensions, group pensions or investment portfolios A strong understanding of financial services processes and documentation Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach Good working knowledge of Microsoft Office applications The ability to manage multiple priorities and work effectively within a busy environment Professional financial services qualifications would be advantageous but are not essential. What's on Offer? Salary up to 32,000 Full-time, permanent position Monday to Friday, 9:00am - 5:00pm (35-hour week) Hybrid working available following successful completion of probation (3 days office, 2 days home) Supportive and collaborative working environment Ongoing training and professional development opportunities Opportunity to join a successful and growing organisation with an excellent reputation within the financial services sector This role would suit an organised and proactive Financial Services Administrator who enjoys delivering excellent service and is looking to further develop their career within pensions and investments. Interested? Apply today Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Global Highland is delighted to be recruiting on behalf of their client a well-established and forward-thinking company delivering essential infrastructure projects across the UK. Renowned for their commitment to quality, teamwork and continuous improvement, our client offers a supportive working environment where employees are valued, developed and encouraged to build long-term careers. This is an excellent opportunity for someone looking to begin or develop a career in procurement and construction support. Whether you already have experience in a builder's merchant environment or you're a motivated individual with a strong work ethic who is eager to learn, this role offers genuine opportunities for growth within a busy and collaborative team. The Role As a Procurement Administrator, you'll provide vital administrative support to the Procurement Department, ensuring the smooth day-to-day running of procurement activities. You'll work closely with sites, suppliers and internal teams to help coordinate materials, deliveries and plant hire, ensuring projects remain on programme and within budget. You'll also play an important role in managing the company fleet, coordinating servicing, maintenance, tax and insurance to keep vehicles operating efficiently. Key Responsibilities Providing general administrative support to the Procurement Department. Raising purchase orders and receipting orders. Managing supplier enquiries and using online procurement portals. Communicating with suppliers via telephone and email. Monitoring purchase orders and delivery progress. Responding to new material enquiries. Researching and assisting with the onboarding of new suppliers. Supporting the management of hired plant. Identifying low-value, long-term plant hires. Arranging servicing, maintenance, tax and insurance for the company vehicle fleet. Assisting with invoice processing and resolving invoice queries. Providing backup support for receipting materials for site teams. Coordinating deliveries using company vehicles and external suppliers. Updating procurement trackers and maintaining accurate records. Monitoring and maintaining PPE stock levels. About You We're looking for someone who is organised, enthusiastic and ready to develop within a fast-paced environment. You'll ideally have: Excellent organisational and administrative skills. Strong attention to detail. The ability to prioritise tasks and react quickly to changing demands. Excellent communication skills. A positive, proactive attitude and willingness to learn. The ability to work effectively as part of a team. Experience within a builder's merchant or construction supply environment would be advantageous, as it provides a good understanding of the products and pace of the industry. However, this is very much an entry-level opportunity, and we welcome applications from individuals who are keen to learn, hardworking and committed to building a successful career. What's on Offer? Excellent opportunity to start a career within procurement. Supportive and experienced team. Ongoing training and development. Career progression opportunities. Opportunity to work for a respected and growing infrastructure business. Competitive salary and benefits package. If you're looking for a role where your enthusiasm, work ethic and willingness to learn are valued just as much as your experience, we'd love to hear from you.
Jul 04, 2026
Full time
Global Highland is delighted to be recruiting on behalf of their client a well-established and forward-thinking company delivering essential infrastructure projects across the UK. Renowned for their commitment to quality, teamwork and continuous improvement, our client offers a supportive working environment where employees are valued, developed and encouraged to build long-term careers. This is an excellent opportunity for someone looking to begin or develop a career in procurement and construction support. Whether you already have experience in a builder's merchant environment or you're a motivated individual with a strong work ethic who is eager to learn, this role offers genuine opportunities for growth within a busy and collaborative team. The Role As a Procurement Administrator, you'll provide vital administrative support to the Procurement Department, ensuring the smooth day-to-day running of procurement activities. You'll work closely with sites, suppliers and internal teams to help coordinate materials, deliveries and plant hire, ensuring projects remain on programme and within budget. You'll also play an important role in managing the company fleet, coordinating servicing, maintenance, tax and insurance to keep vehicles operating efficiently. Key Responsibilities Providing general administrative support to the Procurement Department. Raising purchase orders and receipting orders. Managing supplier enquiries and using online procurement portals. Communicating with suppliers via telephone and email. Monitoring purchase orders and delivery progress. Responding to new material enquiries. Researching and assisting with the onboarding of new suppliers. Supporting the management of hired plant. Identifying low-value, long-term plant hires. Arranging servicing, maintenance, tax and insurance for the company vehicle fleet. Assisting with invoice processing and resolving invoice queries. Providing backup support for receipting materials for site teams. Coordinating deliveries using company vehicles and external suppliers. Updating procurement trackers and maintaining accurate records. Monitoring and maintaining PPE stock levels. About You We're looking for someone who is organised, enthusiastic and ready to develop within a fast-paced environment. You'll ideally have: Excellent organisational and administrative skills. Strong attention to detail. The ability to prioritise tasks and react quickly to changing demands. Excellent communication skills. A positive, proactive attitude and willingness to learn. The ability to work effectively as part of a team. Experience within a builder's merchant or construction supply environment would be advantageous, as it provides a good understanding of the products and pace of the industry. However, this is very much an entry-level opportunity, and we welcome applications from individuals who are keen to learn, hardworking and committed to building a successful career. What's on Offer? Excellent opportunity to start a career within procurement. Supportive and experienced team. Ongoing training and development. Career progression opportunities. Opportunity to work for a respected and growing infrastructure business. Competitive salary and benefits package. If you're looking for a role where your enthusiasm, work ethic and willingness to learn are valued just as much as your experience, we'd love to hear from you.
