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financial planning administrator
Chevron Traffic Management
Administrator
Chevron Traffic Management Detling, Kent
Job Title: Administrator Hours: 40 per week - Monday to Friday Location: Kent - Hybrid working with 3 days office based As an Administrator, you can expect the benefits from Chevron Traffic Management, part of Ramudden Global UK, that come with being an employer of choice: Benefits: Highly competitive salary package A secure, full-time permanent role with long-term opportunity 25 days holiday, plus bank holidays and an extra day off to celebrate your birthday Company pension to support your future Life assurance, plus access to a fantastic range of additional benefits through our employee benefits app Enhanced paternity leave, paid at full salary for 2 weeks Enhanced maternity leave, paid at full salary for 3 months and half salary for a further 3 months Access to our Internal Academy, giving you the tools and support to grow your career Paid volunteer days, so you can give back to causes that matter to you Fill Your Boots Rewards & Discount Platform, packed with savings and perks Car, bike and holiday purchase schemes: Save money, stay active and get a new bike and accessories, car or extra holidays tax-free Chevron Traffic Management, part of Ramudden Global UK, helps keep road workers and road users safe by designing, planning and delivering temporary traffic management across the UK. From lane closures, diversion routes and pedestrian walkways to cones, signage, temporary lights and barriers, our work supports safe and efficient roadworks every day. About the role of Administrator: As an Administrator, you will play a vital role in supporting our high-speed traffic management operations across the Southeast. Working closely with our coordination, operations and commercial teams, you will help ensure our schemes run smoothly, records are accurate, and both internal teams and customers receive excellent support. This is a great opportunity to develop your administration skills within a fast-paced, safety-focused environment while contributing to the success of our high-speed contracts. Responsibilities of an Administrator: You will support the team with a range of administrative duties, including data entry, filing, document control and maintaining accurate system records. The role will also involve answering phone calls, responding to emails, handling enquiries from clients, customers and colleagues, and processing information to support payments and contract delivery. Customer Service: Provide a professional, friendly and helpful first point of contact for clients, customers, visitors and colleagues. Respond to enquiries promptly, share accurate information, and help resolve queries effectively to support high standards of service across the contract. Financial Management: Support the processing of information required for payments and assist with maintaining accurate financial and commercial records. Work with the Quantity Surveyor and Commercial team to help track contract activity, support budget monitoring and ensure information is recorded correctly. Data Management: Maintain accurate, up-to-date records relating to contract performance, operational activity and fleet management. Compile information and generate reports to support contract performance monitoring, compliance and day-to-day decision making. Communication: Support effective communication across the contract by answering calls, managing emails and directing information to the right people. Liaise with operatives, supervisors, managers, clients and customers to help maintain accurate records and keep operations running smoothly. Learning and Development: Take part in training to build your administration skills and develop a strong understanding of our high-speed traffic management operations. You will learn how different areas of the contract work together and support other functions when required. What good looks like for an Administrator: Strong organisational and time management skills. Excellent communication skills, both written and verbal. Proficiency in using Microsoft Office Suite (Word, Excel, PowerPoint). Attention to detail and accuracy in data entry and record-keeping. Customer-focused attitude and a commitment to delivering exceptional service. Ability to work independently and as part of a team. Eagerness to learn and take a proactive approach to tasks. Basic understanding of financial concepts and budgeting (preferred). A right to work in the U.K So, if you want to join a winning team and be part of an innovative organisation within Ramudden Global UK, focused on company growth and employee progression, click on the apply button today. EQUALITY AND DIVERSITY AT THE CHEVRON GROUP Chevron TM, part of Ramudden Global UK, believe the skills, capabilities and talents of our people are the key to our success. We benefit enormously from the diversity and variety of our workforce and are fully committed to maintaining and encouraging this diversity. The richer the mix of people, skills, and cultures; the greater the range of inputs, viewpoints, and experiences. Because of this, Chevron TM is fully committed to being an equal opportunities employer, defined by its diversity and opposition to all forms Ts & Cs apply INDWC
Jul 09, 2026
Full time
Job Title: Administrator Hours: 40 per week - Monday to Friday Location: Kent - Hybrid working with 3 days office based As an Administrator, you can expect the benefits from Chevron Traffic Management, part of Ramudden Global UK, that come with being an employer of choice: Benefits: Highly competitive salary package A secure, full-time permanent role with long-term opportunity 25 days holiday, plus bank holidays and an extra day off to celebrate your birthday Company pension to support your future Life assurance, plus access to a fantastic range of additional benefits through our employee benefits app Enhanced paternity leave, paid at full salary for 2 weeks Enhanced maternity leave, paid at full salary for 3 months and half salary for a further 3 months Access to our Internal Academy, giving you the tools and support to grow your career Paid volunteer days, so you can give back to causes that matter to you Fill Your Boots Rewards & Discount Platform, packed with savings and perks Car, bike and holiday purchase schemes: Save money, stay active and get a new bike and accessories, car or extra holidays tax-free Chevron Traffic Management, part of Ramudden Global UK, helps keep road workers and road users safe by designing, planning and delivering temporary traffic management across the UK. From lane closures, diversion routes and pedestrian walkways to cones, signage, temporary lights and barriers, our work supports safe and efficient roadworks every day. About the role of Administrator: As an Administrator, you will play a vital role in supporting our high-speed traffic management operations across the Southeast. Working closely with our coordination, operations and commercial teams, you will help ensure our schemes run smoothly, records are accurate, and both internal teams and customers receive excellent support. This is a great opportunity to develop your administration skills within a fast-paced, safety-focused environment while contributing to the success of our high-speed contracts. Responsibilities of an Administrator: You will support the team with a range of administrative duties, including data entry, filing, document control and maintaining accurate system records. The role will also involve answering phone calls, responding to emails, handling enquiries from clients, customers and colleagues, and processing information to support payments and contract delivery. Customer Service: Provide a professional, friendly and helpful first point of contact for clients, customers, visitors and colleagues. Respond to enquiries promptly, share accurate information, and help resolve queries effectively to support high standards of service across the contract. Financial Management: Support the processing of information required for payments and assist with maintaining accurate financial and commercial records. Work with the Quantity Surveyor and Commercial team to help track contract activity, support budget monitoring and ensure information is recorded correctly. Data Management: Maintain accurate, up-to-date records relating to contract performance, operational activity and fleet management. Compile information and generate reports to support contract performance monitoring, compliance and day-to-day decision making. Communication: Support effective communication across the contract by answering calls, managing emails and directing information to the right people. Liaise with operatives, supervisors, managers, clients and customers to help maintain accurate records and keep operations running smoothly. Learning and Development: Take part in training to build your administration skills and develop a strong understanding of our high-speed traffic management operations. You will learn how different areas of the contract work together and support other functions when required. What good looks like for an Administrator: Strong organisational and time management skills. Excellent communication skills, both written and verbal. Proficiency in using Microsoft Office Suite (Word, Excel, PowerPoint). Attention to detail and accuracy in data entry and record-keeping. Customer-focused attitude and a commitment to delivering exceptional service. Ability to work independently and as part of a team. Eagerness to learn and take a proactive approach to tasks. Basic understanding of financial concepts and budgeting (preferred). A right to work in the U.K So, if you want to join a winning team and be part of an innovative organisation within Ramudden Global UK, focused on company growth and employee progression, click on the apply button today. EQUALITY AND DIVERSITY AT THE CHEVRON GROUP Chevron TM, part of Ramudden Global UK, believe the skills, capabilities and talents of our people are the key to our success. We benefit enormously from the diversity and variety of our workforce and are fully committed to maintaining and encouraging this diversity. The richer the mix of people, skills, and cultures; the greater the range of inputs, viewpoints, and experiences. Because of this, Chevron TM is fully committed to being an equal opportunities employer, defined by its diversity and opposition to all forms Ts & Cs apply INDWC
Brighthire Solutions Ltd T/A Brighthire Recruitmen
Private Client Consultant (Wills, Trusts, Probate & LPAs)
Brighthire Solutions Ltd T/A Brighthire Recruitmen East Grinstead, Sussex
Private Client Consultant (Wills, Trusts & LPAs) 28,000 - 30,000 Hybrid Working Funded STEP Qualification Career Progression Are you looking to join a growing organisation that offers genuine career development, funded qualifications and the opportunity to work closely with clients to deliver expert estate planning advice? We are recruiting for a Private Client Consultant to join a highly regarded organisation operating within the Estate Planning and Financial Services sector. As a Private Client Consultant, you will provide expert guidance to clients on a range of private client matters, helping them protect their assets and plan effectively for the future. You will be responsible for: Advising clients on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate and Estate Planning Drafting, reviewing and amending Wills and LPAs Assisting clients with inheritance tax and wealth preservation considerations Preparing and submitting LPAs to the Office of the Public Guardian (OPG) Building strong, long-term client relationships Maintaining accurate records using CRM systems Liaising with clients, colleagues and stakeholders throughout the process Attending occasional client events, roadshows and regional meetings Ensuring all work is completed accurately and within service level agreements About YouTo be successful in this role, you will ideally have: A Law degree or equivalent legal qualification STEP or CILEX qualification (or interest in working towards) Strong client-facing and relationship-building skills Excellent drafting and communication abilities High levels of attention to detail and organisation Proficiency with Microsoft Office and CRM systems A full UK driving licence and willingness to travel when required What's on Offer? Salary of 28,000 - 30,000 Hybrid working Funded STEP qualifications Structured career progression to Senior Consultant level Ongoing professional development and training Exposure to complex and high-value private client work Supportive and collaborative working environment This opportunity would suit candidates currently working as a Paralegal, Probate Case Handler, Estate Planning Consultant, Will Writer, Legal Advisor, Private Client Executive, Probate Administrator or Private Client Consultant. However, other experience would be considered. Apply today to learn more about this exciting opportunity within a growing and forward-thinking organisation.
Jul 09, 2026
Full time
Private Client Consultant (Wills, Trusts & LPAs) 28,000 - 30,000 Hybrid Working Funded STEP Qualification Career Progression Are you looking to join a growing organisation that offers genuine career development, funded qualifications and the opportunity to work closely with clients to deliver expert estate planning advice? We are recruiting for a Private Client Consultant to join a highly regarded organisation operating within the Estate Planning and Financial Services sector. As a Private Client Consultant, you will provide expert guidance to clients on a range of private client matters, helping them protect their assets and plan effectively for the future. You will be responsible for: Advising clients on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate and Estate Planning Drafting, reviewing and amending Wills and LPAs Assisting clients with inheritance tax and wealth preservation considerations Preparing and submitting LPAs to the Office of the Public Guardian (OPG) Building strong, long-term client relationships Maintaining accurate records using CRM systems Liaising with clients, colleagues and stakeholders throughout the process Attending occasional client events, roadshows and regional meetings Ensuring all work is completed accurately and within service level agreements About YouTo be successful in this role, you will ideally have: A Law degree or equivalent legal qualification STEP or CILEX qualification (or interest in working towards) Strong client-facing and relationship-building skills Excellent drafting and communication abilities High levels of attention to detail and organisation Proficiency with Microsoft Office and CRM systems A full UK driving licence and willingness to travel when required What's on Offer? Salary of 28,000 - 30,000 Hybrid working Funded STEP qualifications Structured career progression to Senior Consultant level Ongoing professional development and training Exposure to complex and high-value private client work Supportive and collaborative working environment This opportunity would suit candidates currently working as a Paralegal, Probate Case Handler, Estate Planning Consultant, Will Writer, Legal Advisor, Private Client Executive, Probate Administrator or Private Client Consultant. However, other experience would be considered. Apply today to learn more about this exciting opportunity within a growing and forward-thinking organisation.
Kings Permanent Recruitment Ltd
Estate Agent Lister
Kings Permanent Recruitment Ltd Romford, Essex
Estate Agent Lister Without doubt the perfect job role for an out and out Lister as all you need to do is value, list and close. You MUST be prepared to do prospecting so / self generation / door knocks as this is at least 50% of your role. As a company they generate 50 to 60 market appraisals per month off of their our own marketing, but Listers are expected to chip in with self generation with 15 or so listings per month of their own. An OUTSTANDING personal listing commission structure awaits an experienced Lister with 3 thresholds dependent on bankings and starting at 10% and increasing to 12.5% and then 15%. You will join the current Lister who personally banked £250,000 in 2025. You will work in a pure listing role so you will not be expected to sell or sales progress as there are dedicated Sales Negotiators and a Sales Progressor so what a breath of fresh air this position holds for an Agent who loves to list. The salary package on offer is equally as impressive with a £25,000 basic salary with on target earnings of £70,000 which is realistic. Estate Agent Lister As an independent business, all ideas are heard, and talent is nurtured to provide scope for future progression and promotion internally. Typically, with at least 2 years experience you will be expected to list, negotiate, and represent the Estate Agency to the highest standard. Estate Agent Lister They allow an environment where day to day independence is offered with minimal interference, so this role will suit an individual candidate. Estate Agent Lister Day to day you will be working as part of a team to ensure your clients get the results that they have employed you for, whilst working closely with the Directors to achieve the branch target and objectives. Estate Agent Lister £70,000 on target earnings. Basic salary £25,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Jul 09, 2026
Full time
Estate Agent Lister Without doubt the perfect job role for an out and out Lister as all you need to do is value, list and close. You MUST be prepared to do prospecting so / self generation / door knocks as this is at least 50% of your role. As a company they generate 50 to 60 market appraisals per month off of their our own marketing, but Listers are expected to chip in with self generation with 15 or so listings per month of their own. An OUTSTANDING personal listing commission structure awaits an experienced Lister with 3 thresholds dependent on bankings and starting at 10% and increasing to 12.5% and then 15%. You will join the current Lister who personally banked £250,000 in 2025. You will work in a pure listing role so you will not be expected to sell or sales progress as there are dedicated Sales Negotiators and a Sales Progressor so what a breath of fresh air this position holds for an Agent who loves to list. The salary package on offer is equally as impressive with a £25,000 basic salary with on target earnings of £70,000 which is realistic. Estate Agent Lister As an independent business, all ideas are heard, and talent is nurtured to provide scope for future progression and promotion internally. Typically, with at least 2 years experience you will be expected to list, negotiate, and represent the Estate Agency to the highest standard. Estate Agent Lister They allow an environment where day to day independence is offered with minimal interference, so this role will suit an individual candidate. Estate Agent Lister Day to day you will be working as part of a team to ensure your clients get the results that they have employed you for, whilst working closely with the Directors to achieve the branch target and objectives. Estate Agent Lister £70,000 on target earnings. Basic salary £25,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
North Oak Recruitment
Senior Financial Services Administrator
North Oak Recruitment Leicester, Leicestershire
Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: Work closely with the consultants to support and ensure clients needs are met Preparation work for client meetings Attending clients meetings, taking meeting notes (on/off site) Coordinating action points from meetings and completing work required Responsible for communication with clients (phone calls/emails etc.) Researching and collation of information in relation to advice being given to clients Liaising with external providers on client queries Requesting illustrations required in respect of new and existing business Processing of new business completed in line with compliant procedures and policies Updating client records and electronic folders Ability to use cashflow modelling software to aid the wealth management and estate planning process The successful applicant will: Have a minimum 4-5 years experience in a similar role Possess an understanding of financial services including investments, pensions and estate planning Have excellent customer service skills and attention to detail Be able to proactively manage client affairs in a prompt and efficient manner Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment Be able to work in a team within an open office environment Be honest and resilient, with the ability to resolve issues sooner rather than later Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: Group Pension Life Assurance Income Protection Health Cash Plan Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you! If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Jul 09, 2026
Full time
Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: Work closely with the consultants to support and ensure clients needs are met Preparation work for client meetings Attending clients meetings, taking meeting notes (on/off site) Coordinating action points from meetings and completing work required Responsible for communication with clients (phone calls/emails etc.) Researching and collation of information in relation to advice being given to clients Liaising with external providers on client queries Requesting illustrations required in respect of new and existing business Processing of new business completed in line with compliant procedures and policies Updating client records and electronic folders Ability to use cashflow modelling software to aid the wealth management and estate planning process The successful applicant will: Have a minimum 4-5 years experience in a similar role Possess an understanding of financial services including investments, pensions and estate planning Have excellent customer service skills and attention to detail Be able to proactively manage client affairs in a prompt and efficient manner Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment Be able to work in a team within an open office environment Be honest and resilient, with the ability to resolve issues sooner rather than later Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: Group Pension Life Assurance Income Protection Health Cash Plan Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you! If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
First Recruitment Services
Senior Administrator
First Recruitment Services East Grinstead, Sussex
Senior Administrator East Grinstead - with parking available nearby (approx £5 per day) - also around a 15 minute walk from the train station. Workplace is a town centre based location with plenty of bus options available from nearby towns. Full time permanent role - Monday-Thursday (Apply online only), with a 1700 finish on Friday's. Office based role. Working in superb newly refurbished office. Salary £28000 - £32000 with extensive all round company / staff benefits. Good pensions scheme with employer contributions (3%), Employee Assistance Programme (mental health & wellbeing), Study support & development opportunities plus more We are very pleased to be partnered with our modern and progressive financial services / legal based client as they seek to recruit a Senior Administrator to join their friendly and welcoming team in central East Grinstead The role - Senior Administrator My client is seeking an experienced Administrator to play a key role in keeping business operations running smoothly. This is a hands-on position where you ll oversee day-to-day admin activity, support senior leadership, and supervise a junior team member ensuring high standards, efficiency, and excellent service delivery across the business. Duties will include: Oversee daily administrative operations and ensure smooth outputs. Manage a Junior Administrator, reviewing workload and performance Co-ordinate multiple priorities, ensuring deadlines and SLAs are consistently met Provide administrative support to senior leadership Manage diaries, scheduling, meetings, and travel arrangements Support investigations and ad hoc projects Maintain accurate records and improve internal systems Assist with onboarding new employees and general team co-ordination Monitor office resources, rota planning, and departmental coverage Build strong working relationships across teams and stakeholders Experience, competencies and knowledge required: Good experience within an administrative / office based role Background within professional services / healthcare / financial services sector desirable (not essential) Highly organised with the ability to prioritise and manage multiple tasks Strong communicator confident working with stakeholders at all level High attention to detail with strong problem-solving skills Very good IT skills, including Microsoft 365, Outlook, and Windows For more information regarding this new and exciting Senior Administrator opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
Jul 09, 2026
Full time
Senior Administrator East Grinstead - with parking available nearby (approx £5 per day) - also around a 15 minute walk from the train station. Workplace is a town centre based location with plenty of bus options available from nearby towns. Full time permanent role - Monday-Thursday (Apply online only), with a 1700 finish on Friday's. Office based role. Working in superb newly refurbished office. Salary £28000 - £32000 with extensive all round company / staff benefits. Good pensions scheme with employer contributions (3%), Employee Assistance Programme (mental health & wellbeing), Study support & development opportunities plus more We are very pleased to be partnered with our modern and progressive financial services / legal based client as they seek to recruit a Senior Administrator to join their friendly and welcoming team in central East Grinstead The role - Senior Administrator My client is seeking an experienced Administrator to play a key role in keeping business operations running smoothly. This is a hands-on position where you ll oversee day-to-day admin activity, support senior leadership, and supervise a junior team member ensuring high standards, efficiency, and excellent service delivery across the business. Duties will include: Oversee daily administrative operations and ensure smooth outputs. Manage a Junior Administrator, reviewing workload and performance Co-ordinate multiple priorities, ensuring deadlines and SLAs are consistently met Provide administrative support to senior leadership Manage diaries, scheduling, meetings, and travel arrangements Support investigations and ad hoc projects Maintain accurate records and improve internal systems Assist with onboarding new employees and general team co-ordination Monitor office resources, rota planning, and departmental coverage Build strong working relationships across teams and stakeholders Experience, competencies and knowledge required: Good experience within an administrative / office based role Background within professional services / healthcare / financial services sector desirable (not essential) Highly organised with the ability to prioritise and manage multiple tasks Strong communicator confident working with stakeholders at all level High attention to detail with strong problem-solving skills Very good IT skills, including Microsoft 365, Outlook, and Windows For more information regarding this new and exciting Senior Administrator opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
Hays Business Support
Client Services Administrator
Hays Business Support City, Manchester
Your new company Hays are recruiting for a permanent client services and meeting coordinator. This role is fully office based in Manchester City Centre. Your new role To deliver an exceptional, world-class client experience by supporting all aspects of client services, including reception, concierge, and the full coordination and delivery of meeting rooms and event spaces. The role ensures seamless service across all touchpoints, combining hospitality, technical support, and operational excellence. Key Responsibilities Client Experience & Front-of-HouseProvide a professional meet-and-greet service for clients and guests, both in person and virtually. Deliver a high-end, hospitality-led experience, anticipating and responding to client needs. Offer a concierge-style service, including arranging transport and local recommendations. Build strong rapport with clients, acting as a trusted and approachable point of contact. Meeting & Events Coordination Manage meeting room setups, including furniture layouts, catering arrangements, and technical requirements. Coordinate end-to-end meeting support, from booking through to completion. Act as the primary contact for key meetings and events, offering guidance and expertise. Work closely with business development and events teams to support planning and delivery. Audio-Visual & Technical Support Support the use of in-room technology, including video conferencing (e.g. Teams), presentation tools, and audio systems. Troubleshoot AV and technical issues using structured problem-solving approaches. Provide user support for Wi-Fi, printing, and presentation software, including PowerPoint enhancements. Liaise with specialist teams to escalate and resolve technical faults. Operational Coordination Collaborate with internal teams (technology, catering, facilities, maintenance) to ensure smooth service delivery. Monitor room and space utilisation, ensuring efficient use of resources. Resolve scheduling conflicts and competing demands for space and services. Maintain high standards across meeting rooms and client areas, ensuring they are fully equipped and presentable. Coordinate deliveries, ensuring prompt communication with relevant teams Administration & ComplianceManage administrative tasks including reporting, financial reconciliation, and invoicing. Maintain accurate records of bookings and service usage. Adhere to organisational policies, procedures, and service standards. Follow all health and safety regulations, including emergency and business continuity procedures. Support additional workplace duties as required. What you'll need to succeed Proven experience in a corporate reception, hospitality, or meeting room environment. Experience using booking or space management systems (e.g. Eptura/Condeco) is desirable. Strong IT proficiency, including Microsoft Office, Outlook, and AV/conferencing platforms. Excellent written and verbal communication skills, with the ability to engage at all levels. Strong interpersonal skills with the ability to build rapport quickly. Well-organised with a structured and methodical approach to work. Ability to manage multiple priorities in a fast-paced environment. Confident in resolving conflicts and handling competing demands. Comfortable working independently as well as part of a team. Proactive, adaptable, and solutions-focused mindset. Must have administrative experience within professional services What you'll get in return This role is paying 25,000, excellent benefits and a fantastic business which promotes self-development. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jul 08, 2026
Full time
Your new company Hays are recruiting for a permanent client services and meeting coordinator. This role is fully office based in Manchester City Centre. Your new role To deliver an exceptional, world-class client experience by supporting all aspects of client services, including reception, concierge, and the full coordination and delivery of meeting rooms and event spaces. The role ensures seamless service across all touchpoints, combining hospitality, technical support, and operational excellence. Key Responsibilities Client Experience & Front-of-HouseProvide a professional meet-and-greet service for clients and guests, both in person and virtually. Deliver a high-end, hospitality-led experience, anticipating and responding to client needs. Offer a concierge-style service, including arranging transport and local recommendations. Build strong rapport with clients, acting as a trusted and approachable point of contact. Meeting & Events Coordination Manage meeting room setups, including furniture layouts, catering arrangements, and technical requirements. Coordinate end-to-end meeting support, from booking through to completion. Act as the primary contact for key meetings and events, offering guidance and expertise. Work closely with business development and events teams to support planning and delivery. Audio-Visual & Technical Support Support the use of in-room technology, including video conferencing (e.g. Teams), presentation tools, and audio systems. Troubleshoot AV and technical issues using structured problem-solving approaches. Provide user support for Wi-Fi, printing, and presentation software, including PowerPoint enhancements. Liaise with specialist teams to escalate and resolve technical faults. Operational Coordination Collaborate with internal teams (technology, catering, facilities, maintenance) to ensure smooth service delivery. Monitor room and space utilisation, ensuring efficient use of resources. Resolve scheduling conflicts and competing demands for space and services. Maintain high standards across meeting rooms and client areas, ensuring they are fully equipped and presentable. Coordinate deliveries, ensuring prompt communication with relevant teams Administration & ComplianceManage administrative tasks including reporting, financial reconciliation, and invoicing. Maintain accurate records of bookings and service usage. Adhere to organisational policies, procedures, and service standards. Follow all health and safety regulations, including emergency and business continuity procedures. Support additional workplace duties as required. What you'll need to succeed Proven experience in a corporate reception, hospitality, or meeting room environment. Experience using booking or space management systems (e.g. Eptura/Condeco) is desirable. Strong IT proficiency, including Microsoft Office, Outlook, and AV/conferencing platforms. Excellent written and verbal communication skills, with the ability to engage at all levels. Strong interpersonal skills with the ability to build rapport quickly. Well-organised with a structured and methodical approach to work. Ability to manage multiple priorities in a fast-paced environment. Confident in resolving conflicts and handling competing demands. Comfortable working independently as well as part of a team. Proactive, adaptable, and solutions-focused mindset. Must have administrative experience within professional services What you'll get in return This role is paying 25,000, excellent benefits and a fantastic business which promotes self-development. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Front Row Recruitment
Financial Planning Administrator
Front Row Recruitment City, Birmingham
My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include: Acting as a first point of contact for clients and product providers Preparing meeting packs and client engagement letters for new clients Assisting financial planners with new business submissions Working with the Financial Planners to produce annual reviews for clients Use of provider systems to generate valuations Ensuring that new business is processed efficiently Completing anti money laundering checks on clients Submit letters of authority to providers Assisting the paraplanning team with client reviews You will possess 2 years plus experience in a similar support role within the financial services sector - ideally from an IFA although experience from a provider will be considered. You will have excellent administration, communication and organisation skills along with a keen eye for detail and the ability to prioritise your workload. Good all-round knowledge of financial service products and compliance is also important. This is a great opportunity to join one of the UK's most respected financial service / investment institutions offering a friendly working environment and a generous remuneration package.
Jul 08, 2026
Full time
My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include: Acting as a first point of contact for clients and product providers Preparing meeting packs and client engagement letters for new clients Assisting financial planners with new business submissions Working with the Financial Planners to produce annual reviews for clients Use of provider systems to generate valuations Ensuring that new business is processed efficiently Completing anti money laundering checks on clients Submit letters of authority to providers Assisting the paraplanning team with client reviews You will possess 2 years plus experience in a similar support role within the financial services sector - ideally from an IFA although experience from a provider will be considered. You will have excellent administration, communication and organisation skills along with a keen eye for detail and the ability to prioritise your workload. Good all-round knowledge of financial service products and compliance is also important. This is a great opportunity to join one of the UK's most respected financial service / investment institutions offering a friendly working environment and a generous remuneration package.
CMD Recruitment
IFA Administrator
CMD Recruitment Bristol, Gloucestershire
Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Jul 08, 2026
Full time
Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Search
Accounts Assistant
Search City, Manchester
Finance Assistant Location: Hybrid - Manchester Type: Full-Time Compensation: Competitive Salary + Benefits About the Role We're looking for a detail-oriented Finance Assistant to support a broad range of accounting and finance activities. This position provides exposure to multiple finance functions and offers an excellent opportunity for career development within a growing finance team. The role can be adapted to suit candidates ranging from early-career finance professionals through to experienced finance administrators looking for greater responsibility. We're particularly interested in candidates who have gone beyond routine administrative finance tasks. Experience improving processes, creating reports, implementing systems, supporting audits, developing controls, or contributing to operational efficiencies will be highly valued. If you've helped make finance operations faster, more accurate, or more insightful, we want to hear about it. What You'll Do Core Finance Assistant Responsibilities Assist with daily finance operations Process financial transactions accurately Maintain accounting records and documentation Support accounts payable and accounts receivable functions Assist with bank reconciliations Prepare financial schedules and reports Support month-end close activities Maintain organised filing systems Respond to finance-related inquiries Assist with audit preparation Intermediate-Level Responsibilities Prepare journals and account reconciliations Assist with budgeting and forecasting processes Support management reporting Investigate financial discrepancies Produce recurring financial reports Assist with compliance and control activities Support finance projects and system upgrades Identify opportunities for process improvements Senior-Level / Advanced Responsibilities Prepare detailed financial analysis Support cash flow management activities Develop reporting dashboards and KPI tracking Assist with ERP implementations Lead process improvement initiatives Support financial planning activities Train junior team members Assist with internal controls development Participate in strategic finance projects What We're Looking For Required Strong attention to detail Excellent organisational skills Ability to manage deadlines and competing priorities Strong numerical aptitude Proficiency with Microsoft Excel Preferred Experience in Finance, Accounting, Bookkeeping, or Administration Understanding of accounting principles Experience supporting month-end activities ERP or accounting software experience 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 08, 2026
Full time
Finance Assistant Location: Hybrid - Manchester Type: Full-Time Compensation: Competitive Salary + Benefits About the Role We're looking for a detail-oriented Finance Assistant to support a broad range of accounting and finance activities. This position provides exposure to multiple finance functions and offers an excellent opportunity for career development within a growing finance team. The role can be adapted to suit candidates ranging from early-career finance professionals through to experienced finance administrators looking for greater responsibility. We're particularly interested in candidates who have gone beyond routine administrative finance tasks. Experience improving processes, creating reports, implementing systems, supporting audits, developing controls, or contributing to operational efficiencies will be highly valued. If you've helped make finance operations faster, more accurate, or more insightful, we want to hear about it. What You'll Do Core Finance Assistant Responsibilities Assist with daily finance operations Process financial transactions accurately Maintain accounting records and documentation Support accounts payable and accounts receivable functions Assist with bank reconciliations Prepare financial schedules and reports Support month-end close activities Maintain organised filing systems Respond to finance-related inquiries Assist with audit preparation Intermediate-Level Responsibilities Prepare journals and account reconciliations Assist with budgeting and forecasting processes Support management reporting Investigate financial discrepancies Produce recurring financial reports Assist with compliance and control activities Support finance projects and system upgrades Identify opportunities for process improvements Senior-Level / Advanced Responsibilities Prepare detailed financial analysis Support cash flow management activities Develop reporting dashboards and KPI tracking Assist with ERP implementations Lead process improvement initiatives Support financial planning activities Train junior team members Assist with internal controls development Participate in strategic finance projects What We're Looking For Required Strong attention to detail Excellent organisational skills Ability to manage deadlines and competing priorities Strong numerical aptitude Proficiency with Microsoft Excel Preferred Experience in Finance, Accounting, Bookkeeping, or Administration Understanding of accounting principles Experience supporting month-end activities ERP or accounting software experience 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.
Integro Partners
Paraplanner
Integro Partners Altrincham, Cheshire
Paraplanner Up to £45,000 DOE Hybrid (North West based) We re looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients. What you ll be doing: Conduct fund/provider research, cashflow modelling, and product comparisons Write detailed reports and build suitability recommendations Provide technical support to Advisers and Sales Support Review work from Paraplanning Administrators and ensure compliance standards are met Help improve processes to drive efficiency across the team What we re looking for: Diploma (Level 4) qualified or working towards it Strong knowledge of financial planning processes and core financial products Excellent attention to detail and ability to challenge recommendations Confident working independently and as part of a team Strong organisational and interpersonal skills This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports , while developing their career within a supportive team.
Jul 08, 2026
Full time
Paraplanner Up to £45,000 DOE Hybrid (North West based) We re looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients. What you ll be doing: Conduct fund/provider research, cashflow modelling, and product comparisons Write detailed reports and build suitability recommendations Provide technical support to Advisers and Sales Support Review work from Paraplanning Administrators and ensure compliance standards are met Help improve processes to drive efficiency across the team What we re looking for: Diploma (Level 4) qualified or working towards it Strong knowledge of financial planning processes and core financial products Excellent attention to detail and ability to challenge recommendations Confident working independently and as part of a team Strong organisational and interpersonal skills This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports , while developing their career within a supportive team.
Tate
Business Support Officer
Tate Stevenage, Hertfordshire
Temporary Business Support Officer Location: Stevenage (Office Based) Hours: Monday to Friday, 8:30am - 5:00pm (37 hours per week) Duration: 3-month temporary assignment (with the potential to be extended) We are currently recruiting for a Temporary Business Support Officer to join the Community Development team of a well-established organisation based in Stevenage. This is an excellent opportunity for an organised and enthusiastic administrator who enjoys delivering outstanding customer service while supporting meaningful community projects. Working as part of a friendly and supportive team, you'll provide vital administrative and financial support across a range of Community Development initiatives. What you'll be doing As Business Support Officer, you'll play a key role in ensuring the smooth day-to-day running of the department by: Providing comprehensive administrative and financial support to Community Development projects. Using financial systems (including Integra) to raise purchase orders, maintain financial records and support Local Community Budget applications. Managing databases, filing systems, records and documentation, ensuring compliance with GDPR and safeguarding requirements. Acting as the first point of contact for residents, partners and stakeholders, responding to enquiries by phone, email and online with professionalism and excellent customer service. Supporting the planning and delivery of community events, meetings and engagement activities. Assisting with the production of promotional materials, website updates and community communications. Organising meetings, maintaining diaries, preparing agendas, taking accurate minutes and distributing meeting documentation. Working collaboratively with colleagues and external partners to support the successful delivery of Community Development services. What we're looking for The successful candidate will have: Previous administration and customer service experience. Strong Microsoft Office skills. Excellent written and verbal communication skills. The ability to prioritise a busy workload and work independently. Experience handling confidential and sensitive information. Strong organisational skills, including meeting coordination and minute taking. A positive, proactive approach with a genuine commitment to delivering excellent customer service. You'll also be able to travel to locations across the Stevenage area when required, with occasional attendance at evening meetings or community events. What's in it for you? As a temporary worker with Tate Recruitment, you'll benefit from: Weekly pay. 28 days' holiday (including bank holidays). Free on-site parking. Access to the Tate Rewards Scheme, offering discounts at a wide range of retailers. If you're an organised administrator looking to make a positive impact within a community-focused organisation, we'd love to hear from you. Apply today! Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Jul 08, 2026
Seasonal
Temporary Business Support Officer Location: Stevenage (Office Based) Hours: Monday to Friday, 8:30am - 5:00pm (37 hours per week) Duration: 3-month temporary assignment (with the potential to be extended) We are currently recruiting for a Temporary Business Support Officer to join the Community Development team of a well-established organisation based in Stevenage. This is an excellent opportunity for an organised and enthusiastic administrator who enjoys delivering outstanding customer service while supporting meaningful community projects. Working as part of a friendly and supportive team, you'll provide vital administrative and financial support across a range of Community Development initiatives. What you'll be doing As Business Support Officer, you'll play a key role in ensuring the smooth day-to-day running of the department by: Providing comprehensive administrative and financial support to Community Development projects. Using financial systems (including Integra) to raise purchase orders, maintain financial records and support Local Community Budget applications. Managing databases, filing systems, records and documentation, ensuring compliance with GDPR and safeguarding requirements. Acting as the first point of contact for residents, partners and stakeholders, responding to enquiries by phone, email and online with professionalism and excellent customer service. Supporting the planning and delivery of community events, meetings and engagement activities. Assisting with the production of promotional materials, website updates and community communications. Organising meetings, maintaining diaries, preparing agendas, taking accurate minutes and distributing meeting documentation. Working collaboratively with colleagues and external partners to support the successful delivery of Community Development services. What we're looking for The successful candidate will have: Previous administration and customer service experience. Strong Microsoft Office skills. Excellent written and verbal communication skills. The ability to prioritise a busy workload and work independently. Experience handling confidential and sensitive information. Strong organisational skills, including meeting coordination and minute taking. A positive, proactive approach with a genuine commitment to delivering excellent customer service. You'll also be able to travel to locations across the Stevenage area when required, with occasional attendance at evening meetings or community events. What's in it for you? As a temporary worker with Tate Recruitment, you'll benefit from: Weekly pay. 28 days' holiday (including bank holidays). Free on-site parking. Access to the Tate Rewards Scheme, offering discounts at a wide range of retailers. If you're an organised administrator looking to make a positive impact within a community-focused organisation, we'd love to hear from you. Apply today! Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Veolia
Assistant Accountant
Veolia Wirral, Merseyside
Assistant Accountant Salary: up to 38,000 dependant on experience plus bonus other Veolia benefits Hours: 40 hours per week Location: hybrid working - minimum of 3 days per week at our Wirral office (CH41 1EB) When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you: Access to our company pension scheme Discounts on everything from groceries to well known retailers Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to 24 hour access to a virtual GP, 365 days a year, for you and family members in your household One paid days leave every year to volunteer and support your community Ongoing training and development opportunities, allowing you to reach your full potential Employee financial wellbeing support: early access to your earned pay, savings, budgeting, financial coaching & rewards. What you'll be doing: This is a great opportunity for a part qualified, or newly qualified accountant to join our Merseyside & Halton finance team. The role holder will grow with the role to understand the end to end financial process of the contract. The Assistant Accountant plays a vital supporting role in financial reporting, analysis, and accounting operations for the assigned business area. This role assists in the timely and accurate preparation of accounts, reconciliations, financial reporting, and analysis to enable effective decision-making. You'll work closely with the Financial Controller, Administrators, Operations Managers and wider Finance teams to ensure compliance with financial policies and procedures, proper recording of transactions, and effective financial controls. Assist in the timely and accurate production of management accounts including posting journals. Balance sheet reconciliations and reviewing potential areas of risk. Analysis of financial results and operational KPIs, identifying variances and reporting performance against forecasts Reviewing operational spend, supporting operational teams to ensure costs are reviewed and potential savings are highlighted. Utilise systems like Workday, PowerBI, Adaptive Planning as directed Support in Forecasting, Budgeting and Long Term Plans Assist in auditing processes to ensure compliance with policies/procedures Assist with project related work (new investments, contract extensions etc). Work with local management team to provide financial information on costs, budgets, forecasts and variances as needed Support data collection, organisation, and analysis of operational KPIs and financial performance of growth initiatives Plan and manage your own workload in alignment with the accounting timetable and ad hoc requests Monthly invoicing of material sales to various customers. Provide support to administrators on finance matters when requested What we're looking for: Essential We welcome applications from candidates who are part or newly qualified professionals (CIMA/ACCA/ACA or equivalent) Advanced proficiency in spreadsheets (Google Sheets and/or Microsoft Excel) including pivot tables and advanced formulas Well organised and self-motivated; able to work accurately to tight deadlines unsupervised Proactive and forward thinking mindset Strong problem solving ability Excellent interpersonal skills and can build strong stakeholder relationship and collaborate effectively with senior leaders and team members in multiple groups Experience with accountancy systems Excellent accuracy and attention to detail, strong analytical and numerical skills Time management and organised approach Desirable Waste management industry knowledge Experience of Workday and Adaptive Planning Financial modelling skills Production of Statutory Accounts What's next? Apply today, so we can make a difference for generations to come. We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career. We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles. We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.
Jul 08, 2026
Full time
Assistant Accountant Salary: up to 38,000 dependant on experience plus bonus other Veolia benefits Hours: 40 hours per week Location: hybrid working - minimum of 3 days per week at our Wirral office (CH41 1EB) When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you: Access to our company pension scheme Discounts on everything from groceries to well known retailers Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to 24 hour access to a virtual GP, 365 days a year, for you and family members in your household One paid days leave every year to volunteer and support your community Ongoing training and development opportunities, allowing you to reach your full potential Employee financial wellbeing support: early access to your earned pay, savings, budgeting, financial coaching & rewards. What you'll be doing: This is a great opportunity for a part qualified, or newly qualified accountant to join our Merseyside & Halton finance team. The role holder will grow with the role to understand the end to end financial process of the contract. The Assistant Accountant plays a vital supporting role in financial reporting, analysis, and accounting operations for the assigned business area. This role assists in the timely and accurate preparation of accounts, reconciliations, financial reporting, and analysis to enable effective decision-making. You'll work closely with the Financial Controller, Administrators, Operations Managers and wider Finance teams to ensure compliance with financial policies and procedures, proper recording of transactions, and effective financial controls. Assist in the timely and accurate production of management accounts including posting journals. Balance sheet reconciliations and reviewing potential areas of risk. Analysis of financial results and operational KPIs, identifying variances and reporting performance against forecasts Reviewing operational spend, supporting operational teams to ensure costs are reviewed and potential savings are highlighted. Utilise systems like Workday, PowerBI, Adaptive Planning as directed Support in Forecasting, Budgeting and Long Term Plans Assist in auditing processes to ensure compliance with policies/procedures Assist with project related work (new investments, contract extensions etc). Work with local management team to provide financial information on costs, budgets, forecasts and variances as needed Support data collection, organisation, and analysis of operational KPIs and financial performance of growth initiatives Plan and manage your own workload in alignment with the accounting timetable and ad hoc requests Monthly invoicing of material sales to various customers. Provide support to administrators on finance matters when requested What we're looking for: Essential We welcome applications from candidates who are part or newly qualified professionals (CIMA/ACCA/ACA or equivalent) Advanced proficiency in spreadsheets (Google Sheets and/or Microsoft Excel) including pivot tables and advanced formulas Well organised and self-motivated; able to work accurately to tight deadlines unsupervised Proactive and forward thinking mindset Strong problem solving ability Excellent interpersonal skills and can build strong stakeholder relationship and collaborate effectively with senior leaders and team members in multiple groups Experience with accountancy systems Excellent accuracy and attention to detail, strong analytical and numerical skills Time management and organised approach Desirable Waste management industry knowledge Experience of Workday and Adaptive Planning Financial modelling skills Production of Statutory Accounts What's next? Apply today, so we can make a difference for generations to come. We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career. We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles. We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.
Dynamite Recruitment
Financial Planning Administrator
Dynamite Recruitment Bournemouth, Dorset
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning. The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. Ensuring all work is completed in line with FCA and internal compliance standards. About You We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
Jul 08, 2026
Full time
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning. The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. Ensuring all work is completed in line with FCA and internal compliance standards. About You We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
EA First
Senior Administrator
EA First Cambridge, Cambridgeshire
This is a varied and rewarding opportunity for an experienced administrative professional with outstanding travel coordination and events management experience. Working as part of a small, collaborative team, you will play a key role in supporting international stakeholders, coordinating high-profile meetings and events, and ensuring the smooth day-to-day running of a busy office environment. The initial contract is expected to run for 6-8 months, with a strong possibility of becoming a permanent position for the right individual. Due to current project requirements, our client is ideally seeking someone who is available to start immediately or at very short notice. Key Responsibilities Coordinate complex international travel arrangements, accommodation, itineraries and logistics for senior stakeholders and delegates. Support the planning and delivery of major international meetings, conferences and events, including venue coordination, scheduling, agenda preparation and delegate communications. Organise and support virtual and in-person meetings, including diary management, meeting logistics and preparation of meeting documentation. Take accurate minutes and produce high-quality meeting papers, reports and correspondence. Act as a first point of contact for enquiries from internal and external stakeholders across an international network. Assist with website updates, communications and distribution of organisational announcements. Maintain accurate databases, records and documentation, ensuring compliance with GDPR requirements. Provide general office administration support, including ordering supplies, managing correspondence and liaising with IT providers. Support financial administration activities including processing expenses, invoices and receipts. Assist with sustainability initiatives and organisational reporting projects. Essential Experience & Skills Significant administrative support experience within a professional environment. Excellent travel coordination and logistics management experience. Strong experience organising meetings, conferences and events. Outstanding written and verbal communication skills. Advanced Microsoft Office skills and confidence using virtual meeting platforms such as Zoom or Teams. Experience preparing agendas, meeting papers and taking accurate minutes. Exceptional organisational skills with strong attention to detail. Ability to manage competing priorities and meet deadlines. Experience working collaboratively within a small team environment. Desirable Experience Website content management experience. Exposure to international organisations, charities, higher education or research environments. Experience supporting international conferences or large-scale events. Knowledge of GDPR compliance processes. Financial administration experience including expenses and invoicing. Familiarity with project management tools such as Asana. Experience working with international stakeholders and partners. What's on Offer Opportunity to work with an internationally recognised organisation making a meaningful global impact. Hybrid working environment with flexibility. Collaborative and supportive team culture. Exposure to high-profile international events and stakeholders. Professional development opportunities and the chance to broaden your skills across administration, events, communications and operations. Potential for international travel. Strong possibility of a permanent opportunity following the initial contract period. If you are a highly organised administrator with exceptional travel and events experience and are available to start immediately or within a short notice period, we would love to hear from you. EA First Ltd are acting as an Employment Business for this temporary vacancy.
Jul 08, 2026
Seasonal
This is a varied and rewarding opportunity for an experienced administrative professional with outstanding travel coordination and events management experience. Working as part of a small, collaborative team, you will play a key role in supporting international stakeholders, coordinating high-profile meetings and events, and ensuring the smooth day-to-day running of a busy office environment. The initial contract is expected to run for 6-8 months, with a strong possibility of becoming a permanent position for the right individual. Due to current project requirements, our client is ideally seeking someone who is available to start immediately or at very short notice. Key Responsibilities Coordinate complex international travel arrangements, accommodation, itineraries and logistics for senior stakeholders and delegates. Support the planning and delivery of major international meetings, conferences and events, including venue coordination, scheduling, agenda preparation and delegate communications. Organise and support virtual and in-person meetings, including diary management, meeting logistics and preparation of meeting documentation. Take accurate minutes and produce high-quality meeting papers, reports and correspondence. Act as a first point of contact for enquiries from internal and external stakeholders across an international network. Assist with website updates, communications and distribution of organisational announcements. Maintain accurate databases, records and documentation, ensuring compliance with GDPR requirements. Provide general office administration support, including ordering supplies, managing correspondence and liaising with IT providers. Support financial administration activities including processing expenses, invoices and receipts. Assist with sustainability initiatives and organisational reporting projects. Essential Experience & Skills Significant administrative support experience within a professional environment. Excellent travel coordination and logistics management experience. Strong experience organising meetings, conferences and events. Outstanding written and verbal communication skills. Advanced Microsoft Office skills and confidence using virtual meeting platforms such as Zoom or Teams. Experience preparing agendas, meeting papers and taking accurate minutes. Exceptional organisational skills with strong attention to detail. Ability to manage competing priorities and meet deadlines. Experience working collaboratively within a small team environment. Desirable Experience Website content management experience. Exposure to international organisations, charities, higher education or research environments. Experience supporting international conferences or large-scale events. Knowledge of GDPR compliance processes. Financial administration experience including expenses and invoicing. Familiarity with project management tools such as Asana. Experience working with international stakeholders and partners. What's on Offer Opportunity to work with an internationally recognised organisation making a meaningful global impact. Hybrid working environment with flexibility. Collaborative and supportive team culture. Exposure to high-profile international events and stakeholders. Professional development opportunities and the chance to broaden your skills across administration, events, communications and operations. Potential for international travel. Strong possibility of a permanent opportunity following the initial contract period. If you are a highly organised administrator with exceptional travel and events experience and are available to start immediately or within a short notice period, we would love to hear from you. EA First Ltd are acting as an Employment Business for this temporary vacancy.
Adecco
IFA Administrator
Adecco Gloucester, Gloucestershire
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.
Anthony Alexandra
Financial Planning Administrator
Anthony Alexandra Wrecclesham, Surrey
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.
Kings Permanent Recruitment Ltd
Trainee Mortgage Advisor
Kings Permanent Recruitment Ltd Portsmouth, Hampshire
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary Car Allowance £60,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jul 08, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary Car Allowance £60,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment Ltd
Senior Mortgage Advisor
Kings Permanent Recruitment Ltd Dartford, London
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jul 08, 2026
Full time
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Hays Business Support
Financial Planning Assistant
Hays Business Support City, Sheffield
We are recruiting an experienced and highly organised Financial Planning Assistant to join a growing Financial Services team. This is an excellent opportunity for an individual with Financial Services Administration experience who is looking to further develop their career within a professional and supportive environment. Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring the smooth and efficient delivery of advice services whilst providing an outstanding experience for clients. Key Responsibilities Arranging and confirming client meetings Maintaining accurate client records and databases Creating and managing electronic client files Obtaining information from product providers Managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations and application documentation Preparing client presentation packs and supporting documents Processing online and paper-based applications Monitoring new business cases through to completion Chasing underwriting requirements for protection cases Managing provider correspondence and documentation Producing pre-review meeting documentation Processing post-review administration Preparing review reports and follow-up correspondence Supporting the management of existing schemes Processing annual renewals and illustrations Assisting with the implementation of new schemes What you'll need to succeed Essential Minimum 3 years' experience within Financial Services administration Strong organisational and administration skills Excellent attention to detail Strong communication skills, both written and verbal Ability to manage multiple priorities effectively Proficiency in Microsoft Office applications Desirable Knowledge of FCA regulations and compliance requirements Experience within a Wealth Management or Independent Financial Advice environment Senior Financial Services Administrator or Paraplanning experience Experience using Financial Services back-office systems Desire to work towards professional qualifications What you'll get in return Study support for professional qualifications 25 days annual leave plus bank holidays Option to purchase up to 5 additional days holiday Pension scheme Health Cash Plan Life Assurance (4x salary) Eye care support Regular social events Volunteering opportunities Employee discounts on a range of financial and legal services What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jul 08, 2026
Full time
We are recruiting an experienced and highly organised Financial Planning Assistant to join a growing Financial Services team. This is an excellent opportunity for an individual with Financial Services Administration experience who is looking to further develop their career within a professional and supportive environment. Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring the smooth and efficient delivery of advice services whilst providing an outstanding experience for clients. Key Responsibilities Arranging and confirming client meetings Maintaining accurate client records and databases Creating and managing electronic client files Obtaining information from product providers Managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations and application documentation Preparing client presentation packs and supporting documents Processing online and paper-based applications Monitoring new business cases through to completion Chasing underwriting requirements for protection cases Managing provider correspondence and documentation Producing pre-review meeting documentation Processing post-review administration Preparing review reports and follow-up correspondence Supporting the management of existing schemes Processing annual renewals and illustrations Assisting with the implementation of new schemes What you'll need to succeed Essential Minimum 3 years' experience within Financial Services administration Strong organisational and administration skills Excellent attention to detail Strong communication skills, both written and verbal Ability to manage multiple priorities effectively Proficiency in Microsoft Office applications Desirable Knowledge of FCA regulations and compliance requirements Experience within a Wealth Management or Independent Financial Advice environment Senior Financial Services Administrator or Paraplanning experience Experience using Financial Services back-office systems Desire to work towards professional qualifications What you'll get in return Study support for professional qualifications 25 days annual leave plus bank holidays Option to purchase up to 5 additional days holiday Pension scheme Health Cash Plan Life Assurance (4x salary) Eye care support Regular social events Volunteering opportunities Employee discounts on a range of financial and legal services What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Kings Permanent Recruitment Ltd
Trainee Mortgage Advisor
Kings Permanent Recruitment Ltd Basildon, Essex
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jul 08, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.

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